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Power BI: Overview

The Overview page gives you a high-level snapshot of your feedback data. It's designed to answer one question: what data do I have, and what does it look like overall? This isn't a page for detailed analysis, it's your quick reference for top-level numbers and trends. Think of it as a summary dashboard you might share in a brief update, or use to spot any obvious gaps in your data collection before going deeper elsewhere.

How to use this page

Viewing key metrics

The first bar graph on this page lists your data sources. In the example shown, you can see the TSM survey, if you have multiple data sources, each will appear separately.

Once you select a data source, you'll see three key figures:

  • Total volume of responses: how many individual pieces of verbatim feedback you have for your selection (assuming you selected item level on the Data Structure page).
  • Average sentiment score: displayed on a 0 to 100 scale, where 0 is most negative and 100 is most positive.
  • Quant-based KPI: where applicable, a score based on the quantitative measure associated with your responses (for example, a TSM score).

Click on any data source and the page updates to show statistics for that selection only. The percentage volume shown reflects that source as a proportion of your total feedback, this helps you understand how your data is composed at a glance.

Note that percentage volumes are affected by the data sources you've selected on the Data Structure page. If you've applied a data source filter there, the page won't start at 100%. If all sources are included, the percentages will be relative to the full date range you've selected.

Reviewing sentiment distribution

The bar chart also shows the proportion of responses in each sentiment category, colour-coded from dark red (very negative) through to dark green (very positive), with neutral responses in grey. Click on any sentiment category to see what proportion of your data sits in that group.

If you chose to include blanks on the Data Structure page, these appear as a blue segment. Blanks aren't assigned a sentiment score, but it can be useful to see how many responses in your overall data were submitted without any verbatim.

Top tip! If you have multiple data sources, they display alphabetically by default. Click the three dots on the visualisation and sort by ascending or descending volume to see your largest or smallest sources at a glance. This sorting technique works on visuals throughout your Power BI pages.

Viewing trends over time

At the bottom of the page, two line graphs show how your sentiment score and KPI have changed over time for your selected data. The time period shown is determined by the date range set on the Data Structure page.

If your data spans a long enough period, you can hover over the visualisation and use the drill up/down buttons in the top right to change the granularity, switching between weekly, monthly, or yearly data points depending on your needs.

These graphs update dynamically if you select a data source, an overall sentiment category, or a specific sentiment category within a data source.

Top tip! To mix and match filters, for example, selecting both very negative and negative segments, hold Shift while clicking to select multiple segments. The line graphs will update based on your combined selection.

What this page doesn't do

The Overview page is designed for top-level summary only. You can't drill through to individual verbatim responses from here. For that, you'll want to move through to the analysis pages, such as the KPI Tracker or the Frameworks pages.

Key points

  • Purpose: Provide a high-level view of feedback volumes, sentiment, and trends. Ideal for spotting data gaps, checking overall performance, or sharing summary statistics.
  • Filter inheritance: Displays data based on the data source, date range, volume type, and content filters set on the Data Structure page.
  • Data source filtering: Click any data source to see its proportion of total feedback and key statistics. Note: universally pre-filtered data sources mean the page may not always start at 100%, and percentages are relative to the date range you have filtered to.
  • Key metrics displayed: Total response volume, average sentiment score (0–100), and your quant KPIs.
  • Sentiment distribution: Visual breakdown showing the proportion of very negative through to very positive responses for each data source. Hold Shift to view multiple segments together.
  • Trend visualisation: Line graphs showing sentiment and KPI score changes over the selected time period. Drill up and down to change the granularity of the data points.

  • No drill-through: This page doesn't allow drilling into verbatim. Use the analysis pages for detailed investigation.

Use case

This page is your starting point for understanding the shape of your data at a top level. It gives you the volume and sentiment numbers you need for reporting, and shows how these have changed over time, which can help indicate where to focus your deeper analysis.

Click the three dots in the top right corner of the Overall Response Sentiment visual to resort your data sources (for example, by descending volume (by default these display alphabetically).

Want to mix and match filters? Hold Shift while clicking to select different segments, and the line graphs will update based on your combined selection. This is a useful way to quickly look at the trend data for broad sentiment groupings before going into more detailed analysis elsewhere in the report.

Zoe-1    ✍️ Article written by: Zoe, Customer Success Manager 

Still in need of some help? Give us an email on support@wordnerds.ai or reach out to your CSM directly.