Use Cross Survey Analysis

Analytics Studio features the ability to build custom dashboards for cross survey analysis. You can build dashboards that include data from up to five listening events and place widgets for similar questions, indices, or themes side by side for easy comparison. 

Note: Analytics Studio is available for Administrator and Creator users only.

This article walks through:

• Create a Cross Survey Project
• Build the Dashboard
  • Create and Save a Dashboard
  • Add Widgets to the Dashboard 
  • Edit the Dashboard Layout
  • Edit Widget Settings
  • Remove a Widget
  • Rename the Dashboard
• View Favorability Trend
• Clone a Dashboard
• Reset a Dashboard
• Export a Dashboard
• Delete a Dashboard

Create a Cross Survey Project

Click Open Analytics Studio on the Analyze page to use the cross survey project wizard. This wizard guides you through naming the project, selecting the events you want to include, and approving the overview.

1. In the navigation bar, click Analyze.

The Analyze page appears.

2. Click Open Analytics Studio (top right).

The Welcome to Analytics Studio screen appears, displaying options to open an existing project or create a new cross survey project.

3. Click Create New Cross Survey Project, then click Next.

The New Cross Survey Project wizard appears.

4. Click the Name Your Project box, type a name for the project, and then click Next.

The wizard moves to the second step, in which you select the surveys for the project.

Note: You can use the Project Search box to search for projects.

5. Select the checkbox for each survey you want to include, up to a maximum of 5, then click Next.

Note: For best results, select surveys that use the same or very similar question sets for relevant comparisons.

The wizard moves to the third step, which displays an overview of the surveys selected for the project.

6. Click Finish.

The Create New Dashboard workspace opens with access to the selected surveys.

The Analytics Studio page for cross survey projects is divided into three main areas:

• Project Options

Create a new cross survey project, edit project settings (change the name or select different surveys to include), or switch to a different project.

• Side Navigation Panel
  Easily switch between dashboards you create for the project (up to a maximum of 5). You can expand or collapse the side panel by clicking the Expand icon or the Collapse icon.

• Dashboard Workspace
  Add and customize the widgets you want to include in your dashboard.

Build the Dashboard

When you create a cross survey project, the Create New Dashboard workspace displays by default. This is your canvas for quickly creating a custom dashboard. You can create and save the dashboard; add, edit, customize, and remove widgets; and edit the dashboard layout.

Create and Save a Dashboard

When you first create a dashboard, you are immediately prompted to save it. You don’t have to add widgets right away; you can create and save your dashboard (or multiple dashboards) and come back to it later.

1. Click + Create New Dashboard in the side navigation panel or the dashboard workspace.

The Let’s Create a New Dashboard dialog box appears.

2. Display the Select an Icon dropdown and then select an icon to visually represent the theme of your dashboard. If you don’t want to use an icon, select None.

3. In the Dashboard Title box, type a name for your dashboard.

4. Click Save and Close.

The dashboard saves and displays a dashboard toolbar and a prompt to add your first widget.

Add Widgets to the Dashboard 

1. Click Add Widgets in the dashboard toolbar (or Add Widget in the dashboard workspace).

The Add Widgets dialog box appears.

2. Click + Select for each widget you want to add. If you want to add a widget multiple times, click + Select as many times as you want to add the widget. 

A number displays to the left of each selected widget to indicate how many times you selected it and the selected widgets display in the Added Widgets section of the dialog box.

3. Click Save and Apply. 

The selected widgets display on your dashboard. After adding your widgets, you customize them to display the data you want.

4. Click Open Widget Settings for the first widget you want to customize.

The Settings dialog box for the widget appears. You use this dialog box to specify which survey to show information about and the category to display.

Note: Customization options vary by widget type; however, all widgets have options to select the listening event it draws data from and to select a data category.

5. Display the Listening Event dropdown and then select an event for the widget.

6. Display the Category Selection dropdown and then select a category.

Depending on the widget type, the dialog box updates to show the question(s) associated with the selected category, a list of available demographics, or available chart types. The Favorability (By Category) and Favorability Chart (By Category) widget types do not display additional options once you choose a category.

7. Make your selection(s), then click Apply.

The widget updates to show the data for the selected event, category, and option(s). If the category has multiple questions, you can click the dots at the bottom of the widget to display different questions from the selected category.

8. Repeat the steps to customize the remaining widgets. You can add up to 20 widgets per dashboard.

The following example shows two types of widgets from two listening events. Each widget displays the listening event name and the data category.

Edit the Dashboard Layout

You can reorganize the widgets in your dashboard to highlight the information you want to view at a glance.

1. In the dashboard toolbar, click the Dashboard Tools dropdown, then select Edit Layout.

The dashboard widgets display dotted outlines, indicating they can be repositioned.

2. Drag and drop the widgets to your preferred locations in the workspace.

3. Click Save Changes (top right).

The dotted lines disappear, and the widgets are set in place in their new positions.

Note: If you decide to not save your changes, click Exit Layout Mode to maintain the previous layout.

Edit Widget Settings

You edit widget settings when you first define a widget for a cross survey project. However, you can edit the settings again after you have defined a widget, if necessary. For example, you may want to choose a different category, question(s), demographic, or chart type.

1. Navigate to the widget you want to edit.

2. Click the three dots icon (upper right), then select Settings.

The customization options for the widget appear.

3. Specify your customization options.

4. Click Apply.

Remove a Widget

If necessary, you can remove a widget.

1. Navigate to the widget you want to remove.

2. Click the three dots icon (upper right), then select Remove.

A confirmation message appears.

3. Click Yes, Remove this Widget.

Rename the Dashboard

You can easily rename your dashboard, if necessary.

1. In the dashboard toolbar, click the Dashboard Tools dropdown, then select Rename.

The Dashboard Settings dialog box appears.

2. Select the current name in the Dashboard Title box, then type a new name.

3. If you also want to change the dashboard icon, display the Select an Icon dropdown, then select a new icon.

4. Click Save and Close.

View Favorability Trend

The Favorability Cross-Survey Trend widget shows how a question’s favorability scores have changed across trended surveys. This widget shows trending over time across a maximum of 5 surveys within a single graph. You can use it to see how scores have changed over time across different surveys to simplify trend analysis and support data-driven decisions.

To maximize widget effectiveness, we strongly recommend mapping questions for trending before using the widget. For Perceptyx-led events, your Perceptyx team can complete the mapping. For self-led events, you can use the Configure Trend option in the Event Builder to map questions between surveys. For more information, see the Configure Trend | Point-In-Time & Lifecycle article.

The widget displays the surveys in order by survey close date from oldest to newest. For live and always on surveys, the survey open date is used. You can optionally display data points above the bars in the widget chart.

1. Open or create a new cross survey project.  

2. Add up to 5 surveys that have some trend mapped questions in common.

3. Select or create a new dashboard.

4. Click Add Widgets in the dashboard toolbar (or Add Widget in the dashboard workspace).

The Add Widgets dialog box appears.

5. Click + Select for the Favorability Cross-Survey Trend widget. 

The selected widget displays in the Added Widgets section of the dialog box.

6. Click Save and Apply. 

The widget displays on your dashboard. 

7. Click Open Widget Settings.

The Favorability Cross Survey Trend dialog box appears. You use this dialog box to select a question you want to view trending for. You can also specify widget title options or choose to display data points in the widget graph.

8. If you want to change the widget title, type a new name in the Title box.

Note: If you don’t want to display the widget title, turn off the Show Widget Title toggle.

9. If you want to include data points above the graph bars, enable the Show Data Points in Graph toggle.

10. To find questions related to the topic you want to include in the widget, start typing a key word or phrase in the Select Which Questions to Show box.

The list of questions dynamically updates as you type. 

The number that displays to the right of each question indicates how many surveys the question is mapped to for trending. To see which surveys a question is trended across, click the down arrow beside the number.

Exact Match indicates the question is worded the same from survey to survey. Mapped indicates the question is worded differently from survey to survey but has been mapped for trending purposes. 

11. Click the question you want to use in the widget, then click Apply.

The widget updates to show the favorability data for the selected question. 

You can hover over a graph bar to display the percent favorable results and the number of employees who responded to the question. This is useful if you choose to not display data points above the graph bars.

Clone a Dashboard

Cloning a dashboard creates a duplicate of the dashboard, its widgets, and its customizations. Cloning gives you a jump start on a dashboard design you like that requires just a few tweaks to provide the information you want to see. 

1. In the dashboard toolbar, display the Dashboard Tools dropdown, then select Clone.

The Saving Your Dashboard dialog box appears.

2. If you want to include an icon for the dashboard, display the Icon dropdown, then select an icon.

3. Type a name for the dashboard in the Title box.

4. Click Save and Close.

The cloned dashboard displays in the workspace and is selected in the navigation panel.

Reset a Dashboard

If necessary, you can reset a dashboard by clearing all widgets so it returns to the default create new dashboard configuration.

1. In the dashboard toolbar, display the Dashboard Tools dropdown, then select Clear Widgets.

The Reset Dashboard dialog box appears.

2. Click Yes, Reset to Default Value.

The dashboard resets to the default configuration.

Export a Dashboard

You can share the dashboard by exporting it to PDF format and sending it to others. Use this feature to share insights with others and promote collaborative decision-making.

1. In the dashboard toolbar, display the Dashboard Tools dropdown, then select Export PDF.

The Export to PDF dialog box appears.

2. Click Confirm to export the dashboard.

The PDF file is saved to your default download location.

Delete a Dashboard

If you no longer need a dashboard, you can delete it. 

1. Expand the side navigation panel, if necessary, to display your dashboards.

2. In My Dashboards, click the dashboard you want to delete.

3. In the dashboard toolbar, display the Dashboard Tools dropdown, then select Delete.

The Delete Dashboard dialog box displays, prompting you to confirm the deletion.

4. Click Yes, Delete This Dashboard.