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Categories (EX)

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Qtip: This page describes functionality available to Engagement, Lifecycle, Ad Hoc Employee Research, and 360 projects. For more details on each, see Types of Employee Experience Projects.

About Categories

Imagine your employee survey asks your participants to rate your company on concepts related to integrity. You’d like to combine all these questions together into one integrity score to display on your dashboard, but how? By using categories, you can group different sets of questions and metadata together for aggregate reporting.

You can manage your categories by going to the Settings and selecting the Categories section along the left.

Button that says Settings and has a gear icon

image of the categories tab

Qtip: Categories work differently in 360 dashboards than other EX dashboards. See Categories in 360 Dashboards for more information.

Creating Categories

  1. Click Assign Category.
    image of the assign category button
  2. Select New Category.
  3. Assign a Category Name.
    Add a New Category window where you add a name
  4. Click Save.

Managing Categories

  1. Click Manage Categories.
    image of the manage categories button
  2. Click and drag the reorder icon next to each category to change the order that these categories appear when you load them into widgets.
    Window where categories can be reordered and removed
  3. Click the gray X next to a category to delete it.
  4. Rename a category by typing in the field.
  5. Click Save when you’re finished with your changes.

Qtip: Have a lot of questions and metadata? Use the search function to narrow down which statements you want to manage. By clicking Filter, you can even choose to only view and manage statements belonging to a certain category.

image of the filter menu in categories

Assigning Categories

  1. Click directly on each of the questions or metadata you wish to add to a category, or click Select All to highlight all questions and metadata.
    image of fields being selected in the categories tab

    Qtip: The field types compatible with categories are Number Set and Numeric Value.
  2. Click Assign Category.
    image of the assign category button with categories already available and the option to create a new category
  3. Select a category to assign the chosen statements to.

Once you assign a category to a statement, it will show up in dark grey to the right of that statement. If you hover over the category name, an X will appear. Clicking this will remove the category from that statement.

Statement with its category listed to the right

You can assign as many categories as you want to any given statement.

Qtip: Are there statements in your category that are reverse-coded? Check out our Scale Settings page to figure out how to set this up.

Categories in 360 Dashboards

Qtip: The information in this section is only relevant for 360 dashboards.
Qtip: This section describes functionality that will be available in the platform starting Aug 2, 2021.

For 360 dashboards, dashboard categories function differently. Categories are created by setting up scoring in your 360 survey. You can then choose these scoring categories as metrics in your dashboard widgets.

If your categories are up to date in your dashboard, then no action is needed from you in the Categories tab.
the categories tab when categories are up to date

However, if your scoring categories have been edited since the dashboard was created, you will have a few options:
the categories tab when categories are not up to date

  1. Click the categories editor in the survey builder hyperlink to be brought to the scoring categories editor.
  2. Click Update categories to refresh the categories in your dashboard. Note that this will cause your data set to update and the dashboard will be unavailable while it updates.

Widget Compatibility

The only widgets that are NOT compatible with categories are the following:

Categories tend to behave a lot like Number Set fields when it comes to widget compatibility. Categories can be pulled into any of the widgets not listed above, either as the main field or as an additional metric. Categories cannot be used in page filters or widget filters.

The scorecard widget only displays data from categories and will not work if you do not have any set up.