SmartVisuals Research fields and settings

    Every field well and every setting in the format pane of version 1.0.1.0, read from the package you download. The internal names in grey are what a PBIR file or a report-authoring agent uses. Which features need a licence is on the SmartVisuals Research page; every setting works in edit mode with or without one.

    9 fields · 17 cards · 92 settings Markdown for AI assistantscatalog.json

    Fields

    FieldTakesNeededWhat it is for
    QuestionquestionColumnOptionalLikert and Crosstab: one row / table block per question. NPS: leave empty or filter to the recommend question
    Answer / ScoreanswerColumnOptionalScale answers in model sort order (use Sort By Column); for the NPS view the 0–10 likelihood-to-recommend score
    ValuevalueMeasureOptionalRespondent count — or Sum of Weight for weighted results
    Segment / ColumnssegmentColumnOptionalOptional (premium): comparison groups — Likert segments, Crosstab banner columns, NPS segments — with significance letters
    Wave / PeriodwaveColumnOptionalOptional: tracker mode — NPS trend over waves; Likert and Crosstab show the latest wave with the change since the previous one
    Sum of Weight² (significance)weightsqMeasureOptionalOptional: SUM(weight²) enables effective bases for weighted significance testing
    Dimension / GroupgroupColumnOptionalOptional: the section a statement belongs to (Leadership, Tools, …) — drawn as a header with its pooled score
    Question TextquestionTextColumnOptionalOptional: the full wording behind a short question code — shown in tooltips, the caption and the footnote
    Benchmark (top box)benchmarkMeasureOptionalOptional: a norm or benchmark for each statement's top box, as a fraction (0.62) or percent (62) — the delta shows next to the net

    ViewviewSettings

    SettingType and options
    Viewview
    • Likert battery likert
    • Crosstab crosstab
    • NPS nps
    Show View SwitchershowTabsOn / off

    Themetheme

    SettingType and options
    ThemeselectedTheme
    • SmartVisuals smartvisuals
    • Dark dark
    • Clean (White) clean
    • Slate slate
    Transparent BackgroundtransparentBgOn / off
    Quick StylestylePreset
    • Custom (keep my settings) custom
    • Agency deck agency
    • Executive summary executive
    • Compact tracker compact

    ScalescaleSettings

    SettingType and options
    Neutral HandlingneutralMode
    • Auto (middle of odd scale) auto
    • No neutral none
    • Custom position custom
    Neutral Position (1-based)neutralIndexNumber
    Reverse Scale OrderreverseScaleOn / off
    N/A Answer Labels (comma-separated)naLabelsText
    Include N/A in BasenaInBaseOn / off
    Collapse Scale (disagree / neutral / agree)collapseScaleOn / off

    ColorscolorSettings

    SettingType and options
    Positive SidepositiveColorColour
    Negative SidenegativeColorColour
    NeutralneutralColorColour
    N/AnaColorColour
    DetractorsdetractorColorColour
    PassivespassiveColorColour
    PromoterspromoterColorColour

    BarsbarSettings

    SettingType and options
    Corner RadiuscornerRadiusNumber
    Bar Thickness (%)thicknessNumber
    Gap Between SegmentssegmentGapNumber

    Answer ColorsanswerColors

    SettingType and options
    ColorfillColour

    LabelslabelSettings

    SettingType and options
    Show % in SegmentsshowPctOn / off
    Decimal PlacesdecimalsNumber
    Min Segment % to LabelminSegmentPctNumber
    Font SizefontSizeNumber
    FontfontFamily
    • Inter inter
    • Segoe UI segoe
    • Arial arial
    • Georgia georgia
    Font ColorfontColorColour
    Show Base (n=)showBaseOn / off
    Show Split %showSharesOn / off

    Nets & Means (Premium)netSettings

    SettingType and options
    Show Top BoxshowTopBoxOn / off
    Show Bottom BoxshowBottomBoxOn / off
    Box Size (scale points)boxSizeNumber
    Show Mean (scale 1..k)showMeanOn / off
    Mean Decimal PlacesmeanDecimalsNumber
    All Statements RowshowTotalRowOn / off
    Benchmark LabelbenchmarkLabelText
    Show Change vs Previous WaveshowWaveDeltaOn / off
    Show Margin of Error (±)showMarginOfErrorOn / off

    SortingsortSettings

    SettingType and options
    Sort Questions BysortBy
    • Data order data
    • Top box (high → low) topDesc
    • Top box (low → high) topAsc

    LegendlegendSettings

    SettingType and options
    Show LegendshowOn / off
    Positionposition
    • Bottom bottom
    • Top top

    Displaydisplay

    SettingType and options
    Cell ContentcellContent
    • Column % pct
    • Value count
    • % and value both
    • Index vs Total index
    % Decimal PlacesdecimalsNumber
    Show Total ColumnshowTotalOn / off
    Show Base RowshowBaseRowOn / off
    Shade Cells by %heatmapOn / off
    Show Headline ScoreshowHeadlineOn / off
    Show Split BarshowSplitOn / off
    Show Wave TrendshowTrendOn / off
    Score Decimal PlacesscoreDecimalsNumber
    Score StylescoreStyle
    • Number number
    • Badge badge
    • Face face
    Score PositionscorePosition
    • Left left
    • Center center
    • Right right
    Change vsdeltaReference
    • Previous wave previous
    • First wave first
    • Target target
    Colour Score by BandcolorByBandOn / off
    Good frombandGoodNumber
    Poor belowbandPoorNumber
    Score LabelscoreLabelText
    Animate ScoreanimateScoreOn / off
    Show 0–10 HistogramshowHistogramOn / off
    Trend SmoothingrollingWaves
    • None 1
    • 3-wave rolling average 3
    Sort SegmentssegmentSort
    • Data order data
    • By score score
    • By change vs previous wave change
    Focus on Significant CellsfocusSignificantOn / off
    Transpose (segments as rows)transposeOn / off
    Show Search BoxshowSearchOn / off
    Show Change vs Previous WaveshowWaveDeltaOn / off
    Show Trend ColumnshowSparklineOn / off
    Show CSV ExportexportEnabledOn / off
    Show Margin of Error (±)showMarginOfErrorOn / off
    Show Confidence Band on TrendshowConfidenceBandOn / off
    Mark Cells Above / Below TotaltestVsTotalOn / off

    Score Mappingmapping

    SettingType and options
    Detractors Up TodetractorMaxNumber
    Promoters FrompromoterMinNumber

    Target (Premium)target

    SettingType and options
    Show TargetshowOn / off
    Target ScorevalueNumber
    LabellabelText
    Color (empty = theme)colorColour
    Show Gap to TargetshowGapHintOn / off

    Significance (Premium)significance

    SettingType and options
    Significance TestingenabledOn / off
    Confidence Levelconfidence
    • 90 % 90
    • 95 % 95
    • 99 % 99
    Min Base for TestingminBaseNumber
    Multiple-Comparison Correctioncorrection
    • None (agency convention) none
    • Bonferroni bonferroni
    Higher / Letters (empty = theme)positiveColorColour
    Lower (empty = theme)negativeColorColour
    Explain Letters in FootershowLetterLegendOn / off
    Hatch Low BaseslowBaseHatchOn / off

    Smart Captioninsights

    SettingType and options
    Show CaptionshowOn / off
    Positionposition
    • Top top
    • Bottom bottom

    Footnotefootnote

    SettingType and options
    Show FootnoteshowOn / off
    Template ({base} {n} {neff} {wave} {question} {source})templateText
    SourcesourceText

    DimensionsgroupSettings

    SettingType and options
    Dimension Score BarsgroupBarsOn / off

    Setting a value in PBIR

    In a visual.json, a setting goes under visual.objects, by card and internal name. Toggles take true or false, choices and text a value in single quotes ('auto'), numbers a D suffix (12D).

    "visual": {
      "visualType": "smartvisualsResearch504A0517F073481E943E5262BDB5B9D4",
      "objects": {
        "viewSettings": [{
          "properties": {
            "showTabs": { "expr": { "Literal": { "Value": "true" } } }
          }
        }]
      }
    }