Impact

The impact in Text Analytics modules shows the influence of each individual topic on overall customer satisfaction, and is indicative of the topics people discuss when they give high or low scores. Topics with higher impact scores have more impact on customer satisfaction than topics with lower impact scores. Comparing the impact scores of your topics can help you decide which areas you need to prioritize improving. It is not an average or percentage score. Rather, it is a statistical figure based on a Medallia formula, expressing the difference between two scores while also considering the number of records used for each score.

For more information about configuring impact score calculations, see Impact score.

General settings properties

These properties define which roles can see the module, its size, and whether or not an icon appears for the module.

Data properties

These properties determine the type of data presented in the module, and whether or not that data is filtered.

Display co-occurrence results

Calculates metrics based on the co-occurrence of the displayed Topics/Themes and the Main insight in the Topic Filter.

Text Analytics subjects to display

Whether or not the module shows data for Text Analytics Topics or Themes.

Topics/Themes options

The specific Topics or Themes displayed in the module. Use either the Topics/Themes available in the Control panel, or select specific Topics/Themes. The choices you make are associated with the filters defined at the dashboard level.

When selecting specific Topics, set these properties:

• Select text source — The category of topics. Optionally, click Select comment fields to select one or more fields in that category.

• Select level — The level in the hierarchy of topics.

• Select topics — One or more topics in the selected source categories.

• Select speaker — The speaker of the analyzed text.

When selecting specific Themes, set these properties:

• Select text source — The category of themes. Optionally, click Select comment fields to select one or more fields in that category.

• Select language — The language of received comments.

• Select level — The level in the hierarchy of themes.

• Select speaker — The speaker of the analyzed text.

Show Score Based On

Click Select Data to force the module to show data only for the question you select, or allow the module to be dynamic based on the Question selected in the control panel.

Calculation

A specific calculation (such as Average, Volume, NPS, etc.) to process the data.

Note: If a Calculation option is set at the dashboard level in the control panel, that setting overrides any Calculation or Goal Calculation option specified in the module configuration.

Primary Metric to Display

The primary Text Analytics metric to display. In Column visualizations, this metric sets the left vertical axis, and determines the height of the bars. Choose one of the metrics in the following table.

Metric	Description
Score	The Main Score of the record, such as Likelihood to Recommend. The score (or question) is denoted in the module's sub-header and is displayed on the module with the Calculation that was applied. The score's source is defined by the Calculation filter in the report's Control panel.
# of Responses	The total number of filtered records tagged to the topic or theme result. Use this metric to understand the total size of a topic relative to other topics within a filtered dataset.
% of Responses	The percentage of filtered records tagged to the topic or theme result compared to the total number of filtered records. Use this metric to understand the relative proportion of tagged records.
% of Total Responses	The percentage of responses with the selected topic or theme out of all responses. Important: This metric has been deprecated.
Impact Score	Indicates how much the topic or theme increased or decreased the overall score. It takes into account the topic’s volume as well as its score. Use this metric as a prioritization tool to understand the relative ranking of a topic against other topics. The formula for impact score is: $\frac{[\text{sample size of topic}\times (\text{key metric score of topic}-\text{key metric score overall}\left)\right]}{(\text{sample size overall}-\text{sample size of topic})}$ Medallia Alchemy Experience Reporting reports can calculate the impact score for various score fields, as configured by the report administrator and the report user. Legacy reports require a main score field to be configured. For more information, see Configuring the impact score.
Impact Score (Scaled)	This is an alternative metric to Impact Score, to be used when the key metric at your company uses a scaled range (such as 1-5 or 0-11). Best practice is to use either Impact Score or Impact Score (Scaled), but not both. A topic’s scaled impact score indicates how much that topic increased or decreased the overall score, multiplied by 100. It takes into account the topic’s volume as well as its score. Use this metric as a prioritization tool to understand the relative ranking of a topic against other topics.
# Positive	The number of records processed by Text Analytics containing Positive or Strongly Positive sentiment. Sentiment is identified at the phrase level; while a topic may be mentioned multiple times with positive sentiment in the same record, the record only counts towards this metric once. Use this metric to understand positive sentiment when mentioning the topic or theme result.
% Positive	The percentage of records processed by Text Analytics containing Positive or Strongly Positive sentiment. This is helpful to understand the relative proportion of customers favorably mentioning the topic or theme result.
# Negative	The number of records processed by Text Analytics containing Negative or Strongly Negative sentiment. Sentiment is identified at the phrase level; while a topic may be mentioned multiple times with negative sentiment in the same record, the record only counts towards this metric once. Use this metric to understand negative sentiment when mentioning the topic or theme result.
% Negative	The percentage of records processed by Text Analytics containing Negative or Strongly Negative sentiment. Use this metric to understand the relative proportion of respondents unfavorably mentioning the topic or theme result.
Net Sentiment	% Positive sentiment minus % Negative sentiment for records processed by Text Analytics. Use this metric to understand sentiment about a particular topic or theme.
Impact on Net Sentiment	The impact of a specific topic or theme on the net sentiment score, calculated as: $\frac{[\text{sample size of topic}\times (\text{net sentiment score of topic}-\text{net sentiment score overall}\left)\right]}{(\text{sample size overall}-\text{sample size of topic})}$ Use this score to understand which topics or themes should be prioritized as areas for improvement.

Secondary Metric to Display (Optional)

The secondary Text Analytics metric to display. In Column visualizations, this metric sets the right vertical axis. The score is displayed as dots within the bars. Choose one of the metrics listed in Primary Metric to Display, above.

Additional metrics

Selected metrics display in a tooltip and are included in data exports.

Split Positive / Negative

When on, the Top section shows only positive topics or themes, and the Bottom section shows only negative topics or themes.

Top & Bottom Variation to Display

Determines whether Top and Bottom charts appear in the module. Select from Both Top and Bottom Topics/Themes, Top Topics/Themes Only, and Bottom Topics/Themes Only.

Number of rows to display

Number of rows to display in the list.

Time period

Filters the module by the selected time period. Click Select to force the module to show data only for the time period you select. If you do not select a time period, the module uses the time period defined at the dashboard level, if one is configured. If a time period is not defined at the dashboard level, the module uses the default time period defined for the user's role.

Important: The time slices in the column may return incomplete time periods under the following conditions:

• The start date of the time slice precedes the selected time period's start date.
• The end date of the time slice extends beyond the selected time period's end date.

For more information on how to create and set time periods, see Timeperiods.

Reporting date

Filters the module by the selected reporting date. Click Select to force the module to show data only for the date field you select. If you do not select a reporting date, the module uses the reporting date defined at the dashboard level, if one is configured. If a reporting date is not defined at the dashboard level, the module uses the default reporting date defined for the user's role.

Data filter

Optional Basic or Advanced Data filter that restricts the data displayed in this module, regardless of the filtering options configured at the dashboard level or in the Control panel. For more information, see Module-level data filters.

Visualization properties

These properties determine the visual presentation of the module, including which graphical visualizations are available to users.

Display Simplified Impact Scoring

When on, you can add labels to each threshold in the Color Thresholds property. When the Primary Metric to Display property is configured to display Impact Score, Impact Score (Scaled), or Impact on Net Sentiment, the labels are displayed for scores configured in each color threshold. If you provide no labels, the module displays scores as if the Display Simplified Impact Scoring property were off.

Color thresholds

Values that determine the color coding for cells in the table. To include cells with no data, turn on Use Null and select a color, such as grey. When the Display Simplified Impact Scoring property is on, you can provide labels for each threshold.

Low sample size threshold

Indicates reports with samples below the specified number.

Minimum sample size threshold

Hides data when the sample size is below this number. The sample size is the number of results. For information about optimizing sample size, see Sample size methodology.

Note: To ensure that the module displays only the results the user's role should see, enter a number greater than 0. When the Minimum Sample Size Threshold is 0, Experience Cloud displays all results.

Number of decimal points to display

Number of decimal places shown for numeric values.

This option accepts positive and negative integers, and zero. Specifying a positive value increases the number of digits displayed after the decimal point. For example, specifying 1 adds a number position ("tenths") after the decimal, so a score displays as 5.0.

Specifying a negative value for Number of Decimal Points to Display causes the displayed score to be rounded to the nearest order of magnitude indicated by the absolute value of the specified number.

For example, when Number of Decimal Points to Display is set to 1, a score displays as 83.3. But when the option is set to -1, that same score displays as 80, because a number position has been removed ("ones"). This same score displays as 100 when the option is set to -2, because 83.3 rounds to 100 when evaluated from the "hundreds" number position.

Visualizations

Visualizations available to the user. If you add more than one visualization, users can toggle between them.

Link to report

Opens another report with more detailed data, filtered by the data visible for this module.

Note: Destination reports inherit selected topic and theme values for individual topic and theme selectors only.

Click Select to add a default destination report. After adding a default destination report, in Link Target, select Full Report or Side Panel. Click Select in Default link overrides to add one or more different destination reports for specific roles. For example, you might want most roles to see a summary report, while providing a more detailed analytics report for the Insights role.

Important: If the destination report no longer exists, follow these steps to prevent errors:

1. Open the source module and navigate to the Link to report property.
2. Select a new destination report.
3. Save and publish these changes.
4. Open the source module and navigate to the Link to report property.
5. Set to None.
6. Save and publish these changes.

Link target

Whether or not a linked report opens as a Full Report in a Navigation subtab or in the Side Panel.

Footer

Text that appears in the footer of the module, under all data. Modules support plain text and Markdown. For information, see Use Markdown in report modules.

Disable Excel export

Disables the Excel export option for the module.

Disable PDF/image export

Disables the PDF and Image export options for the module.

Display metrics glossary

Displays a link in the footer to a glossary of definitions for the module's configured metrics.

Display data summary in subtitle

Relevant only when the module is configured to display co-occurrence results. Displays a module subtitle that summarizes the main Topic or Theme of interest, and any co-occurring insights.

Advanced Settings properties

These properties provide advanced control over how users interact with the module and its data.

Custom Metric to Display

Enables you to add a customized metric (R-field) to the module, overriding the metric selected for the Primary Metric to Display property.

For more information about creating R-fields, see R-fields.

Data View

Only if permission contexts are configured. A permission context that expands the data usually available to users assigned to this module.

View as Role

By default, users see the module and its data according to their role. However, the module can display data as seen by a different role. For example, while Managers should see the module, they might need to see data as if the module were opened by a Director. Note that the user's permissions for the selected view still apply.

Custom Query

Important: The Custom Query property is obsolete. Use the Data Filter property for custom filtering at the module level.

Cache interval

Data refresh frequency (in hours). Whatever the setting, report users can refresh the data manually.

Note: To manually refresh the module's data, click Refresh at the top of the module. For more information, see Data refresh.

Disable Root Cause Assist

Disables all Root Cause Assist functionality for the module.

Disable Generative AI Text Analytics Summaries (if enabled at the Role level)

Disables on-demand topic and theme summaries for a single module. Use this option to disable TA summaries for specific modules while keeping them enabled for the user role.