As we explained in the General article on Chart reporting, there’s a couple of things that need to be decided on when setting up a bar chart.

In this article we explain how to set up a basic column chart, showing a comparison of the CES between different locations of your stores. For easy reference we will use the Voice of Customer project from your trial portal as an example.

This article covers a step by step set up of this chart. We will divide these steps between the two tabs on which they are situated, the Look and feel tab and the Display points tab.

There are more switches and options to be found in the widget settings. To keep the structure, in this article we choose to highlight those options that are useful for the requirements stated above.

Table of contents:

Look and Feel

Name & Description

This is where you enter the title of your graph. If there is any additional information you would like to share, you can add this in the description.


In this case we will name this graph “CES per store” and we will further describe it as “A comparison of the Customer Effort Score between our different locations”

View Type

In the report widget slider you have already determined the orientation of your chart. The choice you made there (bar chart or column chart), will be marked as the default setting here. Still, if you change your mind, you can simply select a different option here.


In this case we want to create a chart with a sequence of columns, so we will choose “Column”.

Value type

By setting the value type you determine how you want to measure your data. Do you want a calculation over the data available or do you want to gain insight in the distribution of a certain variable.


In this case we want to make a calculation (CSAT), so we check the option “Datapoint Calculation”.

Project selection

This is where we choose the project you want to report on – in what database is the information that we need for the graph located?

If you click the dropdown, you will be presented with all projects that are available for reporting in your portal.


In this case we want to calculate the CES as gathered in the project “Voice of Customer”, so we select it from the dropdown.

Value axis - Datapoint type

This is where we tell the widget what calculation it needs to perform. When clicking the dropdown belonging to the value axis – datapoint type, you will be presented with all the calculation options that have been made available to you for reporting.


In this case we want to calculate the Customer Effort Score towards a score (as opposed to an average), so we choose the “CSAT 5 point scale to score” calculation.

Please note: If you do not see a calculation you want to use in the dropdown, take a look at the calculations tab of your portal management settings, or contact an administrator to do this for you. More options might be available for you there.

Value axis - Datapoint variable & Display name

The datapoint variable of the value axis is where we tell the widget where exactly the data is located that the calculation needs to be performed on. We have already determined the relevant project, now we need to select the column, holding the specific CES values we need for the calculation.


In this case we gathered this information through a questionnaire. The question page on which we posed the CES question to the respondents was page 9 of the questionnaire and we named that question page CES_KPI Question. The data is stored in the database in a column bearing the same name. Therefore the column we need for in this particular case is the column “CES_KPI Question_page9_Text.

Please note: Some questions have two varieties. One ending in _Text and one ending in _Score. Make sure you select the correct column. If you want to report directly on the answers of the respondents, use the _Text column. If you used the “Score” tab in your questionnaire to assign alternative scores to answer options, you probably want to report on the “_Score” column.

The Display Name is a tool you can use as reference for yourself. A column name or variable that is created in the database, is not always pleasing to look at, or clear in a report. This is why CYS allows for creating a display name for reporting purposes.

In this case we want the column name/variable “page9_Text” to display in the graph as “CES”, so this is how we renamed it.

Category axis - Type

By choosing the Category axis, we can assign the grounds for comparison. The compare category draws up a comparison of the chosen calculation between the values of a single (background) variable.


In this case we want our chart to compare the CES between the different stores that belong to our franchise, so we need to select “Compare”.

Category axis - Compare

By selecting “Compare” as your Category axis – Type, you will see two new options appear on your screen: Category Axis – Compare and Category Axis – Exclude from compare. Clicking on this dropdown, you will once again see a list of all columns in your database. Here you can select the column that holds the information over which you want to make the compare.


In this case the different stores can be found in the column “Location” of the Voice of Customer project. We will therefore select “Location”. 

There can be cases imaginable where you want to exclude a single value from the comparison. For instance if one of the Locations does not quite fall within the company formula and would provide too large an anomaly within the comparison. In such cases, you can choose to exclude one or more options from the comparison. These values will not show in the chart.

In this case we want all stores to be part of the comparison, so we will leave the Category Axis – Exclude from Compare field empty

Ordering Categories

This setting allows you to order the values of your categories randomly or (reverse) alphabetize them.


In this case, alphabetizing the stores would create a better overview of our stores. Therefore we will select the option “A-Z”.


It is possible to set filters on your data to limit the range of data on which the chart needs to report. For instance, when you only wish to see the CES comparison for a certain process.


In this case we want to see the overall CES compared, so no filters are needed. We will be leaving them blank.

Save your data and your dashboard to fix your column chart in your dashboard.

It should look similar to this: