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Multiple Data Sources in New 360 Reports

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About Multiple Data Sources in New 360 Reports

You may add multiple data sources to your 360 visualizations. All visualizations except the statistics table, results table, agreement chart can have multiple data sources. How you add your data sources depends on the type of visualzation. Having multiple data sources in one visualization allows you to build reports with the following characteristics:

  • Display data from different surveys in one visualization for easy comparison. For example, you can show 2019 and 2020 data side by side to see how an employee has improved throughout their career.
  • Report on multiple metrics in one visualization. For example, you want to see Mean, Minimum, and Maximum next to each other.
  • Compare how evaluators from different demographics scored the subject. For example, you may want to see how a manager rated a subject vs. how their peers rated them.
Qtip: For visualizations that only allow one data source or metric, try copying the visualization and then changing the data source on the copy for comparing data.

Adding Multiple Data Sources via Add Metric

The following widgets add data sources through the Add metric button:

Multiple data sources are a great way to compare data collected across surveys. The method described in this section is best for data where the choices are not numeric, but instead categorical, or subjective groups. For example, most Multiple Choice-style questions collect data in this format. These data sources can be displayed in two different formats (metrics): Choice Count or Percentage. It is best to choose one of these metrics and apply it to every data source you have in a visualization.

  1. Click on one of the compatible widgets.
    the add metric button
  2. Click Add Metric.
  3. Select a survey for the data source.
    choosing the data source, metric, and label for a new metric
  4. Choose the field from the survey to display.
  5. Select the displayed metric. Usually, you’ll want your displayed metric to be consistent across all data sources in a visualization.
  6. If desired, change the label for your displayed field.
Example: This bar chart shows how an employee was scored for a certain question in 2019 compared to how they scored for the same question in 2020.
a bar chart showing data from two different surveys
Qtip: Choice Count and Percentage are best shown side by side in a Data Table, where they appear as numbers. Because these two metrics are on different scales (one is an integer and the other is a percentage with a max of 100), Bar Charts and Line Charts do not make sense with this information.
a data table showing both percentage and choice count metrics

Adding Multiple Data Sources via Add Data Source

The following widgets add data sources through the Add data source button:

To add data sources:

  1. Click your widget.
    clicking the visualization, then add data source, then choosing a data source
  2. Click Add data source.
  3. Select the data source to add to the widget.
  4. Click your newly added data source.
  5. Enter a Label for the data source. This is what it will appear as in the visualization.
    clicking the data source, adding a label, or removing the source
  6. If needed, click Remove data source to delete it from the visualization.

Adding Multiple Metrics

A visualization can display different numeric metrics side by side, so that different statistics for the same data can be displayed together. If the widget adds data sources through the Add Metric button, then you can add multiple metrics to that widget. When using a numeric metric format, you can choose to display data in Mean, Min (Minimum), Max (Maximum), NPS (Net Promoter Score), Responses, and Sum format. This option is best for data collected from recoded Multiple Choice questions, and any question type that lets you collect numeric data.

  1. Click on a compatible widget.
    adding a metric to a visualization
  2. Select the field under Metrics.
  3. Use the Metric dropdown menu to select your desired metric.
  4. Click Add Metric to add additional metrics.
  5. Select your newly added metric.
    adding a second metric to a visualization
  6. Choose the survey the data comes from.
  7. Select the question the data comes from.
  8. Use the Metric dropdown to select a metric.
Example: We asked evaluators to rate the subject’s communication skills, and then we displayed the median, mean, min, and max in a Data Table.
viewing a data table with multiple metrics

Labels

When you click on your metric or data source, you can change the Label displayed on the visualization. By default the label will display the question text and the chosen metric. However, the default label isn’t always useful for communicating relevant information about your data.

We highly advise you to change your labels to be short and easy to read. Generally, you should name labels after the name of the data source or the metric you’re using, depending on what you are trying to communicate. You can rely on titles and text boxes to give additional information about the variable being displayed.

Editing Labels

  1. Click on your visualization.
    changing the label on a metric
  2. Select the metric you want to edit the label for.
  3. Type the new label in the Label box.

Options

On each Metric, you can change the number of decimal points you display. Click on a Metric, go to the Options tab, and select from the dropdown.
the options tab for a metric to determine the number of decimals

This option is only available for numeric Metrics, such as Mean, Min (Minimum), Max (Maximum), NPS (Net Promoter Score), Responses, and Sum.

Adding Filters to Sources

Just as you can filter a report or filter an entire visualization, you can filter individual data sources. This can be useful if you want to compare scores by relationship or by a metadata field, like Department. For example, you may wish to show how a manager scored a subject compared to how the subject’s colleague scored the subject

Qtip: Sometimes, your report may display data from a different survey in several places, and you want to globally filter this survey’s data instead of adjusting each data source. See the Setting Filters for Additional Data Sources page for details on how to do this.
Qtip: For filters that don’t have multiple conditions (e.g. you just want to compare by one metadata field), try using a breakout instead.
  1. Click on your visualization.
  2. Select the data source or metric you want to filter.
    adding a filter to a metric
  3. Go to the Filters tab.
  4. Click Add Filter.
  5. Select the filter you’d like to apply from the list. If you want to create a new filter, click Manage Filters and then follow the directions on this support page about building filters.