Control data visibility and presentation by applying filters, selecting columns and rows, choosing measures, and configuring heatmap thresholds.
The Customize Analysis section of the Advanced Data Tool controls which data to view and how to display them. It includes the following areas:
Customize Analysis section
Filters
Filters help you segment and analyze data based on the survey's reporting groups. Click Edit Filters to view a list of all available options, choose the ones you want to use, and then click Save. To use a filter, click it in the Filters area, select one or more of its values, and then click Save.
Filters area
In addition to the survey's reporting groups, you can also select from the following filters:
Report Type
Filter by direct or rollup data.
Engagement Metrics
Filter by respondents' engagement status for surveys that include the Gallup Q¹² items.
Member Role
Filter respondents by the following team roles when they belong to teams organized via the Teams product:
Leader (Manager of Managers)
A team owner with members who are also team owners (i.e., a manager with rollup reports).
Manager
A team owner with members who are not also team owners (i.e., a manager with only direct reports).
Team Member
A standard member of a team (i.e., not a Manager or a Leader).
CliftonStrengths Domains
Filter by respondents' dominant CliftonStrengths domains for those who completed the CliftonStrengths assessment.
Columns
This area indicates the survey's reporting groups shown as primary tier columns in the Analysis Overview section. This is useful for separating the data by a reporting group's values or comparing the data of each of a reporting group's values. For example, if this area has a City reporting group, then the data are grouped by each city, with each one appearing as a primary tier column.
Click Edit Columns to view a list of all available options, select the ones you want to include, and then click Save. To change the column display order, drag-and-drop the items in this area.
Columns area
Rows
This area indicates the survey's reporting groups shown as rows in the Analysis Overview section. For example, if this area has the Questions reporting group, then the Analysis Overview section lists each survey question as a separate row.
Click Edit Rows to view a list of all available options, select the ones you want to include, and then click Save. To change the row display order, drag-and-drop the items in this area.
Rows area
Measures
This area indicates the data measures shown as columns in the Analysis Overview section. Click Edit Measures to view a list of all available options, select the ones you want to include, and then click Save. To change the column display order, drag-and-drop the items in this area.
Note: Total Respondents is the number of individuals who were asked the question, and Respondents is the number of individuals who answered the question.
Measures area
To change the heatmap values of the Q12 Mean, Current Mean or Current Top Box items, click the item’s edit button (
), adjust the values using the sliders, and then click Save.
Configure Current Mean window
If you have also selected options in the Columns area, then your selected data measures appear as secondary tier columns in the Analysis Overview section. For example, if the Columns area has a City reporting group, then each city appears as a primary tier column and each data measure appears as a secondary tier column.
Analysis Overview section with tiered columns