Have you ever wanted to include comparisons in your dashboard? For example, maybe you’d like to show the difference in scores from last year’s engagement survey to this year’s, or maybe you want to compare every department to the company baseline. You can set up the basis for these comparisons by going to the Settings and selecting the Comparisons section on the left.
You have the option to set filters when defining your comparisons. You can filter any Multi-Answer Text Set fields mapped into your project, or Org Hierarchies.
Multi-Answer Text Set Fields
You can filter by Multi-Answer Text Sets. You can choose an exact value (e.g., Australia, Mexico, USA) or determine that the value should be “same as viewer.”
The “same as viewer” option means the value will match with the metadata value of the dashboard viewer. So if someone from the US office looks at the dashboard, they’ll only see US data; an employee from Australia will only see the Australian office’s data.
Any hierarchies you’ve added to your project will be listed as options. You can select a specific hierarchy if this basis of comparison is only supposed to be defined for one hierarchy and no other. For example, if you want to compare 2019’s hierarchy to all other years, you’ll want to set the filter to the 2019 hierarchy’s data, only.
If you’re not interested in isolating the comparison data to one hierarchy, you can select Active Org Hierarchy. This filters the comparison by whichever hierarchy filter the dashboard user looking at the data has selected.
Once you’ve selected a hierarchy, you will be able to choose between Current Unit, Parent Unit, or Grandparent Unit.
The Current Unit is the specific unit the dashboard user belongs to.
Let’s say the user belongs to the Web Design team of the Digital Marketing Department – the current unit would be Web Design. If you don’t want your teams knowing the results for the unit above them, or want them to have very team-specific data, use current unit.
The Parent Unit is the unit above the dashboard user. To use the same example, this would be all of Digital Marketing.
Parent unit is useful if some of your company’s units are very small – the chance of anonymity decreases the fewer results that appear on the dashboard. Parent unit is also a useful option if you want a larger unit of people to work towards a common goal – for example, you’re not worried about engagement for just Web Design or the Email Marketing teams, but the whole of Digital Marketing.
The Grandparent Unit is the unit two units above the dashboard user (i.e. the unit above the parent unit). Using the above example, this would be all of Marketing.
Grandparent unit is again useful if some of your company’s units are very small or if you want larger groups of employees working towards a common goal. For example, using grandparent unit will show engagement across all of your Marketing teams.
Creating & Managing Comparisons
- Click Add Comparison.
- Check Include Page Filters if you want the filters on the dashboard pages to apply to the comparisons. Please note that checking this option will also apply the user’s dashboard permissions. If you want this comparison to stay static, keep this option unchecked.
Qtip: This step is very important! Consider it carefully.
- Name the comparison. This will be the name that shows up on widgets.
- Select the EmployeeXM project that will be the Source of the comparison.
Qtip: Another project cannot be added as a source until you have mapped it to the dashboard’s primary survey. For more information on this, see our Dashboard Data page.
- Click Add Filter to filter the comparison by metadata or hierarchy.
The following widgets can display comparison data:
- Heat Map Widget
- Demographic Breakout Widget
- Question List Widget
- Scorecard Widget
- Bubble Chart Widget
- Engagement Summary Widget
- Focus Areas Widget
Comparison data is displayed as the difference between the primary source and the comparison. It often appears in a delta format, with a plus (+) or minus (–) and color coding to indicate in which direction this difference is, or in base value format, where the exact value of the comparison is displayed.
In the image below, the data displayed in the Distribution column shows the score for Pride in Company for a specific department which is determined by a dashboard page filter. The Overall column displays the score for the department relative to the company’s overall score. In this example, the department scored +1 point higher than the company average for Pride in Company.