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Technical Guide & Help File

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Comparative Heatmap Analytics

The Heatmap function will provide you with a color-coded graphical representation of the survey construct/topic scores per business unit. The survey scores will display the survey results of the survey dataset that has been selected (see Survey Models & Datasets), and will reflect the active filters: (1) business unit(s), (2) engagement level, and (3) demographics (see Filtering Survey Responses for more on how to set one or more filters). 

  

6 heatmap menu

  

Understanding the Heatmap

The Heatmap is in essence a matrix or table with the survey constructs/topics as column headings and business units as rows. The survey scores of the three business units that achieved the highest scores for a survey construct/topic will be color-coded in different shades of green, and the survey scores of the business units with the lowest scores in shades of pink/burgundy:

 

Heatmap layout

   

1. Demographic selection ON/OFF – select the ON option to display the survey scores for specific demographic attributes (e.g. age group, gender) for each of the survey constructs/topics and/or survey questions as selected (see point 3 below).
2. Heatmap legend – illustrates the color-coding used to highlight the low and high scores per survey construct/topic.
3. Question selection ON/OFF – select the ON option to selectively display the survey scores for specific survey constructs/topics and/or survey questions.
4. Survey constructs/topics – displays either a default list of the engagement indicators and driver constructs (Flow@Work engagement survey) or survey topics (custom surveys), or a selected list (see point 3 above).
5. Maximize (or minimize) the heatmap – click on the arrows to maximize the heatmap so it fills the entire browser screen, and click again to minimize it to its default size.
6. Business units – hierarchy of business units as defined or captured by means of the Manage PARTICIPANTS function.
7. Expand or collapse a business unit – click on the arrow next to a business unit name to expand or collapse the sub-units.
8. Sampling error – number of respondents (survey sample size) and total employees (survey population) per business unit, as well as an indicator of the sampling error for the business unit. Hover the mouse over the sampling error icon to open a popup with a short explanation (see Sampling Errors for more on this).
9. Color-coding per column – demonstrate how the color-coding is applied vertically, per survey construct/topic column.

  

Displaying the Survey Scores for one or more Survey Questions

The Heatmap will by default display the business unit scores per construct/topic, with the constructs/topics as the column headings. You can, however, restructure the columns by selecting one or more survey questions for display purposes; the survey scores of the selected survey questions will then be shown per business unit, with color-coding to highlight the top and bottom scores per business unit. 

To select one or more survey questions for display purposes, set the Questions switch to ON and click on the Select button that will be displayed – the Select columns dialogue window where you can select the survey questions that should be used, will be opened.

 

Heatmap layout - selecting columns

   

1. Select constructs and/or survey questions – click on the check boxes to select a survey construct/topic or survey question for inclusion in the Heatmap columns.
2. Expand/collapse survey constructs/topics – click on the arrow to expand a construct/topic (i.e. display the options and/or survey questions), and click again to collapse.
3. Open column selection window – click on the Select button to open the Select columns window.
4. Display selected construct/topic(s) & question – the survey construct/topic(s) and/or survey questions as selected will be shown as column headings.
5. Close – click on the Close button to close the window.
6. Clear – click on the Clear button to deselect all the survey construct/topic(s) and/or survey questions that are currently selected.
7. Apply – click on the Apply button to apply the selection and to update the Heatmap.
8. Hover with mouse for tooltip – hover with the mouse over a survey questions for a tooltip that shows the entire question.

 

Displaying the Survey Scores for selected Demographic Attribute(s)

Survey scores can also be shown per demographic attribute, e.g. for certain age groups or genders. To select one or more demographic attributes for inclusion in the Heatmap, set the Demographics switch to ON, and then click on the Select demographics button that will be displayed – the Select demographics dialogue window where you can select the demographic attributes that should be used, will be opened.

 

Heatmap layout - selecting demographics

   

1. Open demographic selection window – click on the Select demographics button to open the Select demographics window.
2. Expand/collapse survey constructs/topics – click on the arrow to expand a demographic category (i.e. display the demographic attributes), and click again to collapse.
3. Display selected demographic attributes – the survey scores for the survey question as selected will be displayed for each of the demographic attributes that have been selected.
4. Select demographic attributes – click on the check boxes to select a demographic attribute for inclusion in the Heatmap columns.
5. Close – click on the Close button to close the window.
6. Clear – click on the Clear button to deselect all the survey construct/topic(s) and/or survey questions that are currently selected.
7. Apply – click on the Apply button to apply the selection and to update the Heatmap.

    

« Summary of Survey Results Survey Model & Questions »