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Simple Table Widget (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 Simple Table Widgets

The Simple Table widget organizes data into a table with one or more metrics as columns and the values of a field from the dataset as rows.

Example of a simple table in the dashboard

Qtip: If you have multiple sources mapped, all source data will be displayed in the widget together. You will need to use a widget-level filter to ensure only one data source is displayed at a time. You can even lock this filter, if you don’t want dashboard users to adjust it.

Data set source filter on a widget

Field Type Compatibility

The Simple Table widget metrics are only compatible with categories and with fields with the following field types:

  • Number Set
  • Numeric Value

Only fields with the following types will be available when selecting the Rows for the Simple Table widget:

  • Number Set
  • Date
  • Text Set
  • Multi-Answer Text Set

Widget Customization

For basic widget instructions and customization, visit the Widgets Overview support page. Continue reading for widget-specific customization.

Basic Setup

When setting up a Simple Table widget, you will need to specify at least one Metric and your Row Dimension. To add additional columns, you will want to add multiple metrics, which will then cause Metrics to display as the Column Dimension.

When selecting your Metric, you will need to give your metric a Label (i.e., a name) and choose the metric itself. If you choose a metric other than Count, you will need to specify the field that the metric will be calculated off of.

Qtip: You can drag and drop your metrics in whichever order you would like them displayed in your widget.

Settings in the editing pane to the right

Your available metrics include:

  • Count: Display response counts from the selected fields (i.e., number of respondents choosing a value in a five-point scale)
  • Average: Exhibit the average value for a selected field.
  • Minimum: Show the minimum value of a selected field.
  • Maximum: Present the maximum value for a selected field.
  • Sum: Pull in the sum of all values for a selected field.
  • Net Promoter Score: Identify the Detractors, Passives, and Promoters from NPS questions.
  • Correlation: Input Pearson’s r value for the correlation between two fields.
  • Top Box / Bottom Box: Display the percentage of responses that fall into a specified range of values.
  • Subset Ratio Metric: The number of people who selected a specific choice divided by the number of respondents. It can be used when you are looking to visualize a proportion. See Subset Ratio Metric for more information.
    Qtip: This metric is available on the simple chart and simple table widgets. If you are creating a proportion field for these widgets, we recommend using the subset ratio metric.
    Example: Let’s imagine that your organization allows employees the option to work from home. With the subset ratio metric, you can now calculate what proportion of your organization would choose to work from home and compare it to the proportion of employees who would like to work in the office.
  • Benchmarks: Any benchmarks you’ve created.

You can also select Options to specify whether you would like to show the value as the Metric Value or the Metric value / Total, whether or not you would like your metric in a Number, Percent, or Currency format, as well as the number of decimal places you would like displayed.Metrics menu expanded, with Options tab highlighted

In addition, you can select Filters to add a filter to your widget on the metric level. These filters are set up similarly to the ones that you set up in your dashboard.

Metrics menu expanded, with Filters tab highlighted

Add Calculation

Clicking Add Calculation under the selected rows adds a calculation column to the table. The default calculation is Sum. Sum displays the total for each column in the Sum row. Clicking the calculation box allows you to pick a different Aggregate Function. The available calculations are Sum, Average, Maximum, and Minimum.

Formatting Rules

Adding formatting rules to your metric allows you to specify how values in a certain range are formatted on the Simple table. This is useful if you would like to be able to easily differentiate cells on the table based on their value. To access formatting rules:

  1. Click the desired metric.
    image of how to access formatting rules for a metric in a simple table
  2. Select the Options tab at the top of the metric window.
  3. Click Edit Rules under Formatting Rules.
  4. Click Add Rule to add a new formatting rule.
    image of the add rule button in the formatting rules window
  5. Configure your rule. Use the A button to specify the formatting you’d like to apply. Select a condition from the dropdown and enter a numeric value in the entry box.
    image of the formatting rules editor screen
  6. Use the + sign to add additional formatting rules and the sign to delete rules.

Aggregated Metrics

Qtip: Aggregated metrics are only available in 360 dashboards.
Qtip: This section describes functionality that will be available in the platform starting Aug 2, 2021.
Attention: You cannot use aggregated and non-aggregated metrics in the same widget.

Aggregated Metrics ensure that data is calculated accurately for multi-rater feedback.

In a 360 project, each subject’s number of evaluations may vary. Aggregated metrics normalize scores on the subject level to report on department performance. This prevents department scores from skewing towards a single individual.

Example: Let’s say we have two subjects whose scores we aggregate on a department level. Subject A receives scores 1, 1, and 5 for their evaluations. Subject B receives a score of 5. To calculate the average aggregated score, first take the average for each subject. Subject A averages to (1 + 1 + 5) / 3 = 2.33. Subject B averages to 5. Then, take the average of the averages, giving an aggregated department score of (2.33 + 5) / 2 = 3.67.

Compare this against the department score if we did not take a weighted average: (1 + 1 + 5 + 5) / 4 = 3. The department’s overall score is lower since it skews towards the individual with more evaluations.

To add an aggregated metric:

  1. While editing a widget, click Add Metric.
    clicking add metric in a widget
  2. Select your newly added metric.
    choosing an aggregated metric to report on
  3. Hover over Aggregated Metric and choose whether you want to view average, count, or sum.
  4. Choose the Primary Field for the metric. This is the field whose score you are interested in.
    choosing primary and secondary fields for the metric
  5. Choose Subject ID as the Secondary Field. This is the field that aggregates responses by subject.