Create visualizations in Qualtrics by combining data extracted from Nexthink using the data exporter capabilities in conjunction with data collected from a Qualtrics survey.
An SFTP server to export the data from Nexthink
SFTP server credentials configured in Nexthink
A data exporter that you have configured and scheduled
A survey that you have published in Qualtrics
Create a Workflow in Qualtrics
Open the Workflows page.
Click on Create a workflow.
Select Started at a specific time under From Scratch.
Click on Get Started in the right-side panel.
In the Workflow editor tab, select the frequency that will sequence the export in Nexthink with the Import in Qualtrics. For instance:
Scheduling frequency Nexthink
Scheduling frequency Qualtrics
Daily at 00:00 AM, UTC+2 timezone
Daily at 01:00 AM, UTC+2 timezone
Weekly every Thursday at 00:00 AM, UTC+2 timezone
Weekly every Thursday at 01:00 AM, UTC+2 timezone
Configure when the workflow should start and end.
Add a new task into the workflow:
Select Extract data from SFTP files:
Configure a user account. If you have an existing user account, skip to the next step.
Click Connect account.
Configure the following fields:
File name pattern: A string prefix that the system uses to find all matching files to process.
Pickup directory: The path to the directory on the associated server.
Delimiter: Marks the beginning or end of a unit of data (comma).
Delete the processed file: Removes the file from the directory. You will not be able to recover the file.
Keep the processed file: Keeps the processed file in another directory.
Upload a sample file: Uploads a sample file to obtain the main columns that the system will use to create the data source in Qualtrics.
To upload a sample file, execute the NQL query with the sample data and download the file directly from the Investigation tab in Nexthink.
Add a new Load into data project task as part of the workflow.
Configure the following fields:
Data Source: Choose a source from the tasks you configured in the previous step.
Choose a project to load the data into: Select an existing project or create a new one. If you have created Imported Data in advance for this purpose, select the Use an existing project option. The name of the project should appear as an option. If you are creating a new project for the first time, select Create a new project, type in a name and click Next:
Map the Source fields uploaded in the same file with the Destinations fields in the new project.
It is very important to select the Unique ID before saving the mapping. The system will use this field to create a new record or update an existing one.
Click Next and finish the process.
The workflow that you’ve configured should look like this:
Execute the Qualtrics Workflow
To test the workflow, ensure the CSV file is already available in the directory configured in the Extract data from SFTP files task.
Turn the workflow on and run it immediately:
Check the execution status of the workflow in the Run History tab:
Check for the correct Import Data project
Check that the system has inserted the data in the correct Import Data project
Go back to the Homepage.
Type the name of the project.
Open the project.
The entire dataset should look like the following:
Create a visualization dashboard using the imported data and survey data
Create a visualization dashboard using the imported data and survey data.
Select Dashboards to create a new project from scratch.
Add a new dashboard into the project.
Insert the name and type of dashboard you want to create and click Save.
Add Source will serve as the primary data source for any dashboards and analysis.
After adding the primary source, you can add additional sources to the dataset.
Select the fields from the source you want to add to the dataset. You can add additional fields and sources later.
Add other data sources as part of the Dashboard data:
Map the fields from the added source to make them available as dashboard data:
Click Save once you have added the rest of the data into the data source and proceed to create the dashboard.
Click on Edit Page and start adding widgets to create meaningful visualizations combining data from different sources.
Refer to Getting Started with CX Dashboards on the Qualtrics documentation website for more information.