Note: Generally, our step-by-step guides used data from a specific report (e.g. Amazon, GoodReads) to build a Juicebox report. In this case, there are many survey tools that may be used to collect Net Promoter Score (NPS) responses. While the survey data will tend to be very similar, there will be differences across survey platforms and the questions in your specific NPS survey. Adjust this recipe accordingly.

Part 1: Getting your NPS survey data

1. Log in to your Survey solution and download the NPS survey data:

Typeform

SurveyMonkey

Google Forms

2. Before we get to uploading your data file, you may want to shorten the names of your columns in the data. The data export will show the full survey question title in the first row of your data. You might want to make changes to those column titles such as:

From "How likely are you to recommend us to a friend or colleague?" to "Recommendation Score"
From "What's your country of residence?" to "Country"

Part 2: Creating your Juicebox report and loading NPS survey data

1. Log into your Juicebox account

2. Press the “+ New report” button in the top right of the landing page

3. Go through the steps for creating a new report. Provide any report name (e.g. "“Net Promoter Score") and description. Choose any color and font option.

4. Once your report is created, you’ll be returned to the landing page. Find your NPS survey report and open it in edit mode by clicking one of the spots indicated below.

5. Choose the 'Data' tab in the editing panel. Then choose the 'Connect & Upload Data Sources' and the 'CSV' option. You will want to find the survey response CSV file that you downloaded from your survey platform.

7. Give Juicebox a moment to load and examine the data. Next, you’ll see a preview of the data.

Part 3: Adding your data ingredients

1. Select the "Add Automagically" button and add all ingredients.

2. Click outside the modal window to close the data preview. The list of your data ingredients is shown as individual orange pills with the name of each data ingredient. Roll-over a pill to see an edit button. Selecting this button will give you options for editing that ingredient. We need to make a few changes to these ingredients before starting to build the report. After you’ve made each set of changes, press ‘Save Definition’ before moving on to the next one.

Avg Recommendation Score: Change the aggregation to 'Average'. Change the format to '# 2 Decimals'.
Create a new ingredient by editing the 'Avg Recommendation Score' ingredient and selecting Duplicate from the upper-right drop-down menu. Once duplicated, give it the new name 'Responses' and change the aggregation to 'Count'. Format as '# Rounded'.
Create a new ingredient for number of promoters. First, open the 'Avg Recommendation Score' ingredient and selecting 'Duplicate as Advanced' from the upper-right drop-down menu. Change the ingredient name to 'Promoters' and enter the following for the ingredient format:

icon: hashtag
kind: Metric
field: 'sum(if(Recommendation_value > 8,1,0))'
format: comma
plural: Promoters
singular: Promoters

Create a new ingredient for number of detractors. First, open the 'Avg Recommendation Score' ingredient and selecting 'Duplicate as Advanced' from the upper-right drop-down menu. Change the ingredient name to 'Detractors' and enter the following for the ingredient format:

icon: hashtag
kind: Metric
field: 'sum(if(Recommendation_value < 7,1,0))'
format: comma
plural: Detractors
singular: Detractors

Create a new ingredient for net promoter score. First, open the 'Avg Recommendation Score' ingredient and selecting 'Duplicate as Advanced' from the upper-right drop-down menu. Change the ingredient name to 'Net Promoter Score' and enter the following for the ingredient format:

icon: hashtag
kind: Metric
field: (sum(if(Recommendation_value > 8,1,0)) - sum(if(Recommendation_value < 7,1,0))) / sum(if(Recommendation_value < 11,1,0))
format: percent
plural: Net Promoter Score
singular: Net Promoter Score

The formula for NPS seems complicated, but you are basically taking all the Promoters minus Detractors, then dividing by all respondents.

When you are done, your list of ingredients should look like the following image.

Part 4: Building your data story

Now we get to the fun part. Your data is loaded and prepared. The following instructions are for a short data story to let you analyze your Net Promoter Score survey results.

1. Select the 'Designer' tab in the editing panel.

2. When you start a new report, there will be a slice already in place called “intro” with the text “What story will you tell?”. Replace that text with the following:

--invert
## Your Net Promoter Score-card
![NPS](https://i.imgur.com/gdIniy6.png)
~~Clipart via [Attavanti](https://www.clipartkey.com/upic/2242/)~~
We surveyed your customers to ask if they would recommend your product. Their answers were recorded on a 10-point scale.
Net Promoter Score is calculated as the number Promoters (recommending at a 9 or 10 level) minus Detractors (0 to 6), as a percent of all survey respondents.

The '##' indicates a second-level title format. The '~~' are used to format text as a note.

We've included a link to an image showing the NPS calculation. This is a great way to get your users aligned on how the results are calculated.

2. Press the ‘+’ button under the first intro slice to add another slice. Press the ‘+ Charts’ button and choose ‘Data Cards’ from the menu. Select the data ingredients ‘Net Promoter Score’, 'Avg Recommendation Score', 'Promoters', and 'Detractors'. Add a description as follows:

## Here's what your customers think...
Select a metrics to see details below

Now you’ve added a selector to allow you to break out results by different measures of performance, starting with NPS.

3. Press the ‘+’ button under the first intro slice to add another slice. Press the ‘+ Charts’ button and choose ‘Data Cards’ from the menu. Select the data ingredients ‘Ages’, 'Countries', 'Industries', and 'Employees'. (If you have different breakouts of your respondent data, include whatever dimension are important for you.) Also, add a title to your slice: "Choose how you'd like to break out the results".

4. Next, we are going to create a bar chart to show survey results based on what the user selected in the previous two slices. Add another slice with the ‘+’ button. Press the ‘+ Charts’ button and choose ‘Bars’ from the menu.

To configure this chart, choose the first data ingredient listed in each drop-down menu. The ingredients preceded by the "@" symbol indicate that they are dynamic values that come from the selections in previous slices. The 'Bars' selection is from the choice between ‘Ages’, 'Countries', etc.. The 'Bar width' selection is from the choice between 'Net Promoter Score', 'Avg. Recommendation Score', etc. By setting up this slice based on previous selections, you are building flexibility right into the report for when you start to explore your data.

We will also create a dynamic title that displays the selections from the previous slices (see the image below). You will need to copy the unique identifier at the top of the appropriate reference slice in your report rather than the ones we've shown below (e.g. data_chooser_xvt36qci).

5. Finally, press the ‘+ Add Section’ button at the bottom of your story designer, and add a new slice into that section. Select 'Table' using the '+ Chart' option. Configure the table as shown with columns for 'Comment', 'Ages', 'Countries', etc. This slice lets you display the detailed comments that survey respondents provided.

7. A few final design touches are optional:

We can create a customized icon for this data story by clicking the drop-down menu within the story summary tile.

You may also want to choose relevant icons for the individual data ingredients that you have used in your story. Click the 'edit' button on any ingredient pill when you are editing a slice or in the Data view. Here's an example:

You can change the background color of any sections or slices, or even change the font selection by going back to the Settings tab.

That's it. You've made a customized data story that gives you an easy way to explore your Net Promoter Score survey. When you are ready, you can go to the 'Publish and Share' tab in the editing panel to publish and share your report.