Demographic Breakout Widget (EX)
What's on this page
About the Demographic Breakout Widget
The Demographic Breakout widget allows you to look at a single engagement category or item, and break it out by teams within a demographic.
For example, this widget could isolate the fact that across tenure, newer hires have lower engagement on a certain item than those who have been with the company longer. If you’re measuring tenure by exact years or lengths of time, you can even isolate the exact groups where the engagement dropped.
In addition, this widget allows you to add more demographics, breaking the item down by additional teams such as department, gender, country, or any variable you’ve recorded over the course of your Employee Engagement or Lifecycle project.
These widgets require a comparison because they provide insight on how teams performed in different datasets. For example, establishing a 2017 comparison for a 2018 dashboard allows you to identify if Customer Support’s engagement has dropped from one year to the next.
Qtip: Unsure which Employee Experience projects have this widget? See our Widget Types and Project Compatibility table.
Qtip: The colors in your Demographic Breakout cannot be changed, because the palettes are based on research done by Subject Matter Experts. The chosen color scheme highlights change without biasing data as inherently bad/good.
Setting Up the Widget
Qtip: By default, responses from all of your data sources are used in this widget. If you would like to limit the primary data to your primary data source, add a filter.
Inside your Dashboard Settings, create at least one Comparison.
Back on the dashboard, edit your Demographic Breakout.
Select a Metric. This determines how the numbers along the x-axis are calculated. You can either present results based on engagement or average.
- Favorability: Base your data on favorability. This is calculated as an engagement score, the percentage of participants who rated favorably on the set scale. For more on setting favorability scales, see Scales.
- Average: Base your data on the average value. In a Demographic Breakout, that means you see the average of everyone’s score in a group.
Qtip: Depending on the number of scale points, it may be difficult to get a large range for average. Consider adjusting your value ranges to include decimals.
Under Items, select a category or a question. You can only pick 1 field to load here.
Qtip: Consider adding a title or description to your widget to clarify the engagement item being measured to your dashboard users.
Under Breakouts, select the demographics you’re interested in analyzing.
Qtip: It’s best to choose demographics, teams, and other tangible groups, such as Departments, Regions, and Tenure. Fields like Employee ID have too many values, and are too specific to the employee for the data to help you create company-wide action items.
Qtip: The “One Level Below” breakout will not work with any hierarchy unit that has more than 100 sub units. Additionally, your dashboard needs an org hierarchy filter to use this breakout.
If desired, add a Filter.
Select a Comparison.
Display Options
In the Display tab of your widget you can choose how data is displayed to your dashboard users. The following display options can be edited:
- Display number values as: Determines how the x-axis of the widget is formatted. The change between the Source and the Comparison is also shown when you highlight a data point in the widget.
- +/- Delta: The amount of change. Rather than a base value, delta is the amount added or subtracted between the compared values.
- Base Value: The percentage of engagement if your Metric is Favorability, and mean score if your Metric is Average. Instead of change, you see the flat value of how high or low engagement was.
- Decimal Places: Add decimal places to the change that is displayed.
- Scale range automatically: Automatically adjust the x-axis based on the data in the widget.
For information on widget styles, see Editing Widgets. For information on label translations, see Translating Dashboard Labels.
That's great! Thank you for your feedback!
Thank you for your feedback!