Area Chart Widget

The Area Chart widget helps you visualize changes in survey and segment metrics across selected categories or over time. It uses filled areas beneath the chart lines to make changes in values and comparisons between groups easier to understand.

You can configure the data source, X-axis, Y-axis, grouping, date range, filters, and display settings. You can also enable stacked areas to visualize the combined contribution of different groups.

1. Open your Customer Experience dashboard.
2. Click Add Widget.
3. Select Area Chart.
4. Select the required data source.
5. Configure the X-axis, Y-axis, and optional Group by settings.
6. Configure the date range and widget filters.
7. Open the Settings tab to customize the chart appearance and stacked area option.
8. Save the widget.

The Area Chart supports two data sources:

• Survey: Uses responses from a selected survey.
• Segments: Uses data from one or more selected segments.

The available configuration options depend on the selected source.

When Survey is selected as the source, select one survey to configure the chart.

For the X-axis, you can select one of the following:

• Question: Select a question and then choose one or more answer options. All answer options are selected by default, and at least one answer is required.
• Custom variable: Select Variable 1–100 and choose up to 50 values. All available values are selected by default.
• Segments: Select one or more segments. There is no upper limit on the number of segments.

Next, select the required Y-axis metric and configure any optional grouping.

When Segments is selected as the source, there is no survey picker. The selected segments are used as the X-axis.

You can select one or more segments, with no upper limit.

The available Y-axis metrics are:

• Count
• NPS
• CSAT
• CES

The Average metric is not available when Segments is selected as the source. Scores are calculated using responses within each selected segment.

The available Y-axis metrics depend on the selected data source.

For a Survey source, you can select:

• Count: Displays the number of responses.
• Average: Displays the average value for the selected survey question.
• NPS: Displays the Net Promoter Score.
• CSAT: Displays the Customer Satisfaction score.
• CES: Displays the Customer Effort Score.

For a Segments source, you can select Count, NPS, CSAT, or CES.

A metric question is required for every metric except Count when using a Survey source.

• NPS: Select an NPS question or a question with the custom score type NPS.
• CSAT: Select a CSAT question or a question with the custom score type CSAT.
• CES: Select a CES question. Custom score types are not supported for CES.
• Average: Any survey question can be selected.

When Segments is the source, a metric question is not required because the score is calculated using responses within each selected segment.

Yes. The optional Group by setting lets you compare categories within the selected X-axis.

• When the X-axis is a Question, you can group by a custom variable and select up to 30 values. The first 10 values are selected by default.
• When the X-axis is a Custom variable, you can group by a question and select up to 30 answer options.
• When the X-axis is Segments, Group by is unavailable.

By default, the Area Chart uses the dashboard date range.

To configure a separate date range for the widget, enable Use widget date filter and select one of the following:

• Last 7 days
• Last 30 days
• Last 90 days
• Last 365 days
• Custom date range

The default widget date range is Last 30 days.

You can add up to 10 widget-level filter conditions. All conditions are applied together using an AND relationship.

The available filters depend on the selected source and include:

• Segment: Select one segment.
• Question: Select a question from the widget's survey and then choose the required answer options.
• Custom variable: Select Variable 1–100 and then choose the required values.
• Survey: Available for widgets using the Segments source. Select one or more surveys.

The widget date range is configured separately in the Configuration tab and does not count toward the 10 widget filter conditions.

Dashboard filters always apply to every widget on the dashboard. Widget-level filters can only narrow the selected data and cannot widen the dashboard filter selection.

Dashboard filters can include:

• Date range
• Segments
• Custom variables
• Question responses
• Response status

You can configure up to 10 dashboard filters in addition to the date range. All filters are applied together.

When both dashboard and widget filters apply to the same data, only records matching both selections are included.

The Stacked setting lets you display grouped data as stacked areas. This can help you compare how individual groups contribute to the combined values shown in the chart.

You can turn the setting on or off from the Settings tab.

The Stacked option is disabled when Average is selected as the Y-axis metric.

The Settings tab provides options to customize the chart's appearance.

• Tooltip: Turn tooltips on or off. On by default.
• Legend: Show or hide the chart legend. On by default.
• Axis lines: Show or hide axis lines. On by default.
• Chart labels: Show or hide labels on the chart. Off by default.
• Grid lines: Turn grid lines off or select Solid or Dotted.
• Axis labels: Use default labels or add custom X-axis and Y-axis labels, up to 50 characters.
• Line style: Select Straight or Smooth. Straight is selected by default.
• Stacked: Turn stacked areas on or off. This option is disabled when Average is selected.
• Theme: Use the dashboard theme or select a custom theme.

Yes. You can add up to three benchmark lines to the chart.

Each benchmark can be configured with:

• Benchmark name
• Benchmark value
• Line colour
• Line style: Solid, Dashed, or Dotted

Benchmarks provide a visual reference for comparing chart values against defined targets or thresholds.

Count represents the number of responses included in the selected data and filters.

Average represents the arithmetic mean of responses to the selected metric question.

NPS is calculated using the selected NPS metric question.

CSAT is calculated using the selected CSAT metric question. When Mean CSAT is enabled, the chart displays the mean score on a 0–10 scale instead of the default CSAT percentage.

CES is calculated using the selected CES question and its configured scale.

Count values are displayed as whole numbers. Other metric values use the decimal precision configured for the dashboard.

When Use widget date filter is enabled, the Area Chart uses only the overlap between the dashboard date range and the widget date range.

If there is no overlap between the two date ranges, the widget displays no data.

If the dashboard and widget filters produce no matching records, the Area Chart displays an empty data state because no responses satisfy all applied conditions.

A Line Chart emphasizes changes between data points, while an Area Chart fills the space beneath the lines to make the magnitude of values more visually prominent.

An Area Chart can be useful when you want to emphasize the volume or magnitude of a metric. When grouped data is available, the Stacked option can help illustrate the contribution of different groups to combined values.

• Choose an X-axis that makes the comparison easy to understand.
• Select a metric that directly supports the question you want to answer.
• Use Group by to compare meaningful categories.
• Avoid adding too many groups when it makes the chart difficult to read.
• Use the Stacked option when comparing group contributions is useful. Avoid it when you need to compare individual values precisely.
• Remember that stacking is unavailable when Average is selected.
• Use benchmarks to compare performance against defined targets.
• Use dashboard filters for consistent analysis across widgets and widget filters for more specific analysis.
• Choose a date range that matches the reporting period you want to analyze.

Can I select multiple surveys when using the Survey source?

No. The Survey source allows one survey to be selected.

Can I use Average with the Segments source?

No. Average is available only when the Survey source is selected.

Can I enable Stacked for every metric?

No. The Stacked option is disabled when Average is selected as the Y-axis metric.

How many custom variable values can I select?

You can select up to 50 values for a Custom variable X-axis. Group by custom variable supports up to 30 values.

How many benchmarks can I add?

You can add up to three benchmark lines.

Can I customize the line style?

Yes. You can select Straight or Smooth. Straight is the default.

What happens if the selected date ranges do not overlap?

The widget displays no data when the dashboard and widget date ranges have no overlap.