Comparisons (EX)

About Comparisons

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.

Metadata Filters

You have the option to set filters when defining your comparisons. You can filter any Multi-Answer Text Set fields mapped into your project.

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 on the selected source. 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.

Org Hierarchy Filters

You have the option to set org hierarchy filters when defining your comparisons.

Once you’ve selected a hierarchy, you will be able to choose between Current Unit, Parent Unit, or Grandparent Unit.

Active Org Hierarchy

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.

In Active Org Hierarchies, comparisons will be based on the hierarchy unit selected in the Org Hierarchy filter.

• Current Unit: Selecting “Current Unit” will show dashboard users the data of the exact unit they click.
  Example: In the image above, Alden Hart’s unit is selected.
• Parent Unit: This is the unit above the selected unit. 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.
  Example: In the image above, if Alden Hart is selected, then we’d see data for Aurelio Banner, since his unit is just above Alden’s.
• Grandparent Unit: This is the unit 2 units above the dashboard user (i.e. the unit above the parent unit). Grandparent unit is 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.
  Example: In the image above, if Alden Hart is selected, then we’d see data for Tiffany Hunter, since she is 2 units above Alden.

Selecting a Specific Org Hierarchy

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.

1. Current Unit: This is the specific unit the dashboard user belongs to. 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.
   Example: Let’s say Barnaby belongs to the Web Design team of the Digital Marketing Department. The current unit would be Web Design.
2. Parent Unit: This is the unit above the dashboard user. 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.
   Example: To use the same example, Barnaby’s parent unit would be all of Digital Marketing.
3. Grandparent Unit: This is the unit 2 units above the dashboard user (i.e. the unit above the parent unit). Grandparent unit is 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.
   Example: Using the above example, Barnaby’s grandparent unit would be all of Marketing.

Creating & Managing Comparisons

1. Click Add Comparison.
   
2. Check Include page filters and user permissions 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: If you have a dashboard filter applied on the same field as a comparison filter, the dashboard filter on that field is ignored. Only page filters that are not on the same field as a comparison filter are applied, even when “Include Page Filters” is checked.
3. Name the comparison. This will be the name that shows up on widgets.
4. Select the Employee Experience 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.
   Qtip: If a source is unmapped in the data mapper comparisons which use that source will need to be reconfigured.
5. Click Add Filter to filter the comparison by metadata or hierarchy.

Widget Compatibility

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. The widgets will only show color if deltas are used.

In the image below, the data displayed in the Distribution column shows the score for different questions for a specific department which is determined by a dashboard page filter. The Overall Company column displays the score for the department relative to the company’s overall score. In this example, the department scored higher than the company average for these questions.

Adding Comparisons to Widgets

1. Edit the widget you’d like to add the comparison for.
2. In the widget editing pane, click Add Comparison on the bottom.
   
3. Select the comparison you want to add to the widget.

FAQs