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Jing_Ying_Choon's avatar
Jing_Ying_Choon
Copper Contributor
May 09, 2024
Solved

Historical Imports

Hi there,

 

I understand that trend data are tagged against each attribute (vs. data follow employee). However, as I started exploring possible scenarios, I am not too sure about certain details so hoping someone could help! 

 

This is on the assumption that we provide full access to attributes filtering-

Scenario

Trend data

Glint’s reply

When we review a manager A’s 2024 overall report

I believe the trend 2023 data we are seeing of on Manager A's overall report will be the past 2023 score of Manager A and regardless of who was in his/her team today. Can you confirm if this is correct?

 

However, my question here is if I start to filter the report by for example, Males, will the 2023 trend data I see then be of (a) all Males from the entire org in 2023 or (b) 2023 scores of only the Male employees in Manager A's team from 2023? 

 

 

 

 

 

 

Question 2-

 

On the assumption that we have manager ID set up for current year data, meaning that we will have manager report hierarchy. 

 

In the case where we do not have manager ID in our 2023 trended data, I understand in that case, there will be no 2023 trend data for manager reports in our 2024 survey. With that, the data will be shown to be NA on the overall report page? What if, we later filter by different attribtues (i.e., Male), will the trend data still be empty?

 

Thanks alot!

 

I understand that i have been posting quite a fair bit of questions but I truly appreciate all the replies, thanks again! 🙂 

 

  • alanderfield's avatar
    alanderfield
    May 21, 2024

    Hello Jing_Ying_Choon, these are great questions, and we appreciate you posting these for everyone to learn from.  Please see my responses in red below and let me know if you need anything further.  

     

    Question: When we review a manager A’s 2024 overall report

    • I believe the trend 2023 data we are seeing of on Manager A's overall report will be the past 2023 score of Manager A and regardless of who was in his/her team today. Can you confirm if this is correct? Yes, this is an accurate statement.  Trend will follow Manager A, regardless of who/how many were on their team from the 2023 data.
    • However, my question here is if I start to filter the report by for example, Males, will the 2023 trend data I see then be of (a) all Males from the entire org in 2023 or (b) 2023 scores of only the Male employees in Manager A's team from 2023? If you filter by a specific manager and then "Males", the trend will include the "male" population from the only the  manager's 2023 data.
    • In the case where we do not have manager ID in our 2023 trended data, I understand in that case, there will be no 2023 trend data for manager reports in our 2024 survey. This is correct and trend would not appear in this scenario. With that, the data will be shown to be NA on the overall report page? Correct, you would see "--" in this scenario. What if, we later filter by different attribtues (i.e., Male), will the trend data still be empty? If you filter by "Male" only and you have "Male" data for both survey cycles, then you will see trend.  If you filter by a specific manager and "male" and one of those filters did not exist previously then you would not have trend.

2 Replies

  • alanderfield's avatar
    alanderfield
    Icon for Microsoft rankMicrosoft
    May 21, 2024

    Hello Jing_Ying_Choon, these are great questions, and we appreciate you posting these for everyone to learn from.  Please see my responses in red below and let me know if you need anything further.  

     

    Question: When we review a manager A’s 2024 overall report

    • I believe the trend 2023 data we are seeing of on Manager A's overall report will be the past 2023 score of Manager A and regardless of who was in his/her team today. Can you confirm if this is correct? Yes, this is an accurate statement.  Trend will follow Manager A, regardless of who/how many were on their team from the 2023 data.
    • However, my question here is if I start to filter the report by for example, Males, will the 2023 trend data I see then be of (a) all Males from the entire org in 2023 or (b) 2023 scores of only the Male employees in Manager A's team from 2023? If you filter by a specific manager and then "Males", the trend will include the "male" population from the only the  manager's 2023 data.
    • In the case where we do not have manager ID in our 2023 trended data, I understand in that case, there will be no 2023 trend data for manager reports in our 2024 survey. This is correct and trend would not appear in this scenario. With that, the data will be shown to be NA on the overall report page? Correct, you would see "--" in this scenario. What if, we later filter by different attribtues (i.e., Male), will the trend data still be empty? If you filter by "Male" only and you have "Male" data for both survey cycles, then you will see trend.  If you filter by a specific manager and "male" and one of those filters did not exist previously then you would not have trend.