Glossary
A reference guide to the terminology used throughout Dashboard Publisher.
Aggregation type
Section titled “Aggregation type”The method used to summarize data when connecting a component to a data store. Available types include Mean, NPS, Percentage, CSat, Categorical, and Multi-Response. The available options depend on the variable type and the component being connected.
Area chart
Section titled “Area chart”A chart component similar to a line chart, but with the area below the line filled with color. Available as a standard Area Chart or Stacked Area Chart.
Autosave
Section titled “Autosave”Dashboard Publisher automatically saves every change made by the user. Each save is confirmed by a “Save Success” message at the bottom of the screen.
Bar chart
Section titled “Bar chart”A chart component that displays answer categories along the vertical axis and values along the horizontal axis. Available as a standard Bar Chart, Stacked Bar Chart, or 100% Stacked Bar Chart.
Bind / Binding
Section titled “Bind / Binding”The process of connecting a dashboard filter to a component so that the filter controls the data displayed in that component. Filters can be bound individually to each component, or bound to all components at once using Bind To All.
Border and Background
Section titled “Border and Background”A component property that allows you to add borders and/or background colors to a component.
Categorical
Section titled “Categorical”An aggregation type that displays a variable in category format, showing all codes from the selected question.
Column chart
Section titled “Column chart”A chart component that displays answer categories along the horizontal axis and values along the vertical axis. Available as a standard Column Chart, Stacked Column Chart, or 100% Stacked Column Chart.
Comments
Section titled “Comments”A text component used to display open-ended verbatim comments as well as the outputs of various text analytics functions such as Noun Chunks, Parts of Speech, and Danger Words.
Component
Section titled “Component”A building block element used to construct a dashboard page. Components include charts, tables, text elements, info tiles, and containers. Each component has configurable properties and can be connected to a data source.
Components menu
Section titled “Components menu”The panel in the left side of the workspace containing all available component types. Components are added to a page by dragging and dropping them from the menu.
Container
Section titled “Container”A layout component used to divide a dashboard page into sections. Containers support horizontal or vertical layout, content alignment, and padding configuration.
An aggregation type that groups numeric data into Customer Satisfaction categories (0 to 4, 5 to 7, 8 to 10).
Dashboard
Section titled “Dashboard”A collection of pages containing components that display data from connected data sources. Dashboards can be published, shared, and viewed on different devices. In the HumanListening Portal content table, the published, viewable version has the content type Dashboard. See also Dashboard Project.
Dashboard Project
Section titled “Dashboard Project”The content type shown in Dashboard Publisher for the dashboard you build and edit. Sharing a Dashboard Project gives edit access (Can Edit or Is Owner). Once it’s published, viewers open the live version, which is listed as a Dashboard.
Data exploration
Section titled “Data exploration”A pivot table-like analysis created in Data Explorer. Components can be connected to explorations for greater flexibility than connecting directly to a data store.
Data source
Section titled “Data source”The connection between a component and its data. Components can be connected to either a data store or a data exploration. Some components support multiple data sources.
Data source menu
Section titled “Data source menu”The panel in the right side of the workspace that enables you to connect a component to a data source and configure filter bindings.
Data store
Section titled “Data store”A collection of data fields used for importing, storing, and accessing data within HumanListening. In a dashboard, filters and verbatim questions are typically connected directly to the data store.
Desktop mode
Section titled “Desktop mode”The default layout view in the Layout Bar that shows how the dashboard will appear on desktop screens.
Distribution
Section titled “Distribution”A chart component that supports up to 4 data sources and displays data distribution patterns. This is an advanced component that is not available to most users.
Donut chart
Section titled “Donut chart”A chart component similar to a pie chart, but with data presented in a ring.
The status of a dashboard that has never been published, or has been unpublished. Viewers can’t open a draft dashboard.
External Content URL
Section titled “External Content URL”A component that embeds content from another location in a dashboard page—either an external web page URL or an HTML file from File Bank.
Filter
Section titled “Filter”A control added to a dashboard that allows viewers to filter the data displayed across bound components. Filters are connected to a data store variable and can be configured as dropdowns, multi-select lists, or other formats.
Filter binding
Section titled “Filter binding”See Bind / Binding.
Focus Words
Section titled “Focus Words”A set of dashboard components that display visualizations from a Focus Words project, including Focus Areas, Results Drivers, and various topic charts and tables.
Full Access role
Section titled “Full Access role”The built-in role every published dashboard has. It doesn’t lock any filters. When you share a published dashboard, Full Access is selected unless you choose another role, and editors are given it automatically the first time they publish, preview or use View Live.
Guides
Section titled “Guides”A toggle in the Layout Bar that shows or hides the layout guides on a dashboard page. When guides are hidden, you can view the dashboard as it will appear to end users, but you cannot edit the page.
Header bar
Section titled “Header bar”The top section of the workspace containing Undo and Redo buttons, and the Preview and Publish buttons.
Heat map
Section titled “Heat map”A component that shows where respondents clicked on an image in a Heatmap survey question, displayed as colors over a background image.
Include In Nav
Section titled “Include In Nav”A toggle on each dashboard page that controls whether the page appears in the dashboard navigation menu when published. Used to hide pages from viewers while keeping them accessible in edit mode.
Is Bindable
Section titled “Is Bindable”A filter setting in the Binding section. When it’s on, the filter can be bound to components and roles. Turning it off removes all of the filter’s bindings. If a filter is bindable but not bound to anything, you’ll see a warning when you publish.
Item chart
Section titled “Item chart”A chart component where values are represented as individual dots arranged in a semicircular arc.
Layout bar
Section titled “Layout bar”The toolbar that allows you to switch between Desktop, Tablet, and Mobile modes, and toggle Guides and Properties visibility.
Low Base Blocking
Section titled “Low Base Blocking”A page setting in the Data Settings group. When Enable Low Base Blocking is on, the page is hidden from viewers and replaced with a Suppression Message whenever the base size from a selected data source is below the Minimum Base Size.
An aggregation type that displays the mean (average) of a numeric variable as a single number.
Mobile mode
Section titled “Mobile mode”A layout view in the Layout Bar that shows how the dashboard will appear on mobile phone screens.
Multi-Response
Section titled “Multi-Response”An aggregation type used when the data source contains multi-response data (questions where respondents can select multiple answers). When selected, you are prompted to choose which values to include.
Navigation menu
Section titled “Navigation menu”The panel in the left side of the workspace that lists the filters and pages that have been added to the dashboard. Users with access to the advanced Roles feature also see the dashboard’s roles here.
Nested filter
Section titled “Nested filter”A filter that appears within a parent filter. When a parent filter value is selected, the nested filter automatically updates to show only the relevant child values.
An aggregation type that groups numeric data into Net Promoter Score categories: Detractors (0 to 6), Passives (7 & 8), and Promoters (9 & 10).
Overview
Section titled “Overview”The landing page of Dashboard Publisher. It displays all dashboards you have created or had shared with you in a content table, with tabs for Active Content, Hidden Content, Archived Content and the Recycle Bin. The Status column shows whether each dashboard is Published (green checkmark) or a Draft.
An individual screen within a dashboard. Dashboards can contain multiple pages, each with its own components, styles, and layout.
Percentage
Section titled “Percentage”An aggregation type that displays a variable in percent format. When selected, you are prompted to choose the values to include or specify a min/max range.
Pie chart
Section titled “Pie chart”A chart component that displays the relation of a part to a whole. Available as a standard Pie Chart, Donut Chart, Semi Circle, or Item Chart.
Permanently Delete
Section titled “Permanently Delete”An option in the Recycle Bin that removes a dashboard immediately instead of after 30 days. Only the dashboard owner can permanently delete a dashboard, and you type DELETE to confirm. It can’t be undone.
Preview
Section titled “Preview”A function that opens the dashboard in a new tab, showing your latest saved changes with live data. If the dashboard has never been published, clicking Preview publishes it first.
Properties menu
Section titled “Properties menu”The panel in the right side of the workspace that displays the configurable settings for the currently selected component.
Publish
Section titled “Publish”The process of making a dashboard live and accessible to viewers. Published dashboards can be shared and viewed by users with the appropriate access.
Publish history
Section titled “Publish history”A log of previous publish events for a dashboard, shown in the Version History dialog. It lists the Version, Publish Date/Time and Published By (email address) for each publish.
Recycle Bin
Section titled “Recycle Bin”The content table tab that holds deleted dashboards. Dashboards stay in the Recycle Bin for 30 days, where they can be restored, before being permanently removed.
Responsive
Section titled “Responsive”The ability of a dashboard to automatically scale and adjust its layout to fit different screen sizes including desktops, tablets, and mobile phones.
Revert
Section titled “Revert”The process of discarding changes made to a dashboard since its last publish, restoring the previously published version.
A dashboard-level setting used when sharing a published dashboard. Each role has bound filters; when you share the dashboard with a role, you choose a value for each bound filter and the viewer’s dashboard is locked to those values. Every published dashboard has a built-in Full Access role. Creating your own roles is an advanced feature that is not available to most users.
Rolling period
Section titled “Rolling period”A date filter option that creates moving date ranges relative to the current date, such as “Last 3 months” or “Last 12 months”. Rolling periods automatically update as time passes.
Scatter Plot Chart
Section titled “Scatter Plot Chart”A chart component that plots data points on two axes, supporting up to 2 data sources. This is an advanced component that is not available to most users.
Semi circle
Section titled “Semi circle”A chart component similar to a donut chart, but with data presented in a half circle corresponding to 100%.
The process of granting other users access to a dashboard. Sharing the Dashboard Project gives edit rights (to modify the dashboard). Sharing the published Dashboard with a role gives viewer access (to view the published dashboard only).
Single Value Tile
Section titled “Single Value Tile”An info tile component for presenting a single data value with optional header, body, and footer sections.
Smile Badge Result
Section titled “Smile Badge Result”An info tile component used to present the output of Smile Badge survey question types, displaying a visual badge with a configurable scale.
Stacked chart
Section titled “Stacked chart”A chart variant where multiple data series are displayed stacked on top of each other, showing both individual values and the combined total. Available for column charts, bar charts, and area charts. A 100% stacked variant shows relative percentages.
A component that displays data in a tabular format with rows and columns. This is an advanced component that is not available to most users.
Tablet mode
Section titled “Tablet mode”A layout view in the Layout Bar that shows how the dashboard will appear on tablet screens.
Text analytics
Section titled “Text analytics”A set of components for text data. TA Column Chart and TA Bar Chart display the incidence of tagged terms, including Noun Chunks, Parts of Speech, and Danger Words output. Text Explorer Output and Text Auto Report Output display results from Text Explorer and Text Auto Reports.
Timeframe filter
Section titled “Timeframe filter”A filter type that allows viewers to filter data by date range. Timeframe filters can be configured with rolling periods for automatic date-relative filtering.
Undo / Redo
Section titled “Undo / Redo”Functions in the header bar that allow you to reverse or reapply changes made during the current session. You have unlimited undos and redos within a single session, but the history is reset when you exit the dashboard.
Unpublish
Section titled “Unpublish”The process of taking a published dashboard offline. The dashboard remains editable but is no longer accessible to viewers. Its status changes from Published to Draft. Only editors can unpublish a dashboard.