Configure Trend

When you configure trend for a survey, the Trend Report becomes available. Configuring trend allows you to select one or many trend sources (if available). You can trend back to any managed survey event you administered with Perceptyx. Each trend source is included as a comparison column within the Trend Report.

To configure trend you select trend sources, view the trend matching the system generates, update question or demographic trending as needed, and submit.

This article walks through:

• Select Trend Sources and View Trend Mapping
• Update Question or Demographic Trending and Submit

Select Trend Sources and View Trend Mapping

1. Navigate to the My Surveys page.
   From the Surveys page: 

   1. Click +Build New Survey.

   2. Click the Ask icon (left menu) and select My Surveys.

From the Program Builder:

1. Click the Ask icon (left menu) and select My Surveys.

2. Click the gear icon for the survey you want to configure trend for, then select Configure Trend.

The Trend Configurations page appears.

3. Click Manage Trend Sources.

The Manage Trend Sources dialog box appears.

4. In the Available Trend Sources column, click the blue arrow to move each trend source you want to include into the Selected Trend Sources column. 

Note: Best practice is no more than four surveys.

5. Click Save & Apply.

The system completes an automated trend mapping for questions and demographics with an exact text match. 

6. View the trend matching:

1. Click the All Items tab to view all questions with or without a trend match.

2. Click the Matched tab to view only those questions that have a match across all trend source columns.

3. Click the Mismatched tab to view only those questions that do not have a match in at least one of the trend source columns.

Note: You can click Export (lower left) to export the trend configuration information to a .csv file that you can view offline or share.

Update Question or Demographic Trending and Submit

For items that don’t have a match, you can select a similar item for trending or remove the item for trending purposes. You can also do the same for demographic items.

1. Update question trending:

   1. Display the Trend Type dropdown (top left), then select Questions.

   2. Click the blue arrow next to the applicable question, then select the option that should be trended back to the original.

1. If a trend needs to be removed, click the X next to the question.

  2. Update demographic trending:

1. Display the Trend Type drop-down (top left), then select Demographics.

2. Click the blue arrow next to the applicable demographic, then select the option that should be trended back to the original.

3. If a trend needs to be removed, click the X next to the demographic.

            3. Click Submit Trend.