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Guide to populating Hierarchical Comparisons template


Culture Amp can work with Engagement enabled customers (specifically Account or Survey Administrators) to arrange for internal same survey comparisons called "Hierarchical Comparisons" to be loaded to your Engagement surveys in Culture Amp.

You'll need to populate a basic 2 column template/worksheet per hierarchical comparison (template & details below), which once completed should be sent across to our Product Support Team along with the name of the survey you'd like them loaded to and we'll be in touch with the next steps.
The turnaround time for this process will depend on the number of comparisons / amount of data, so we'll confirm the specifics following a review of the submitted data file(s).

 

What are hierarchical comparisons?

They are internal same survey comparisons used to set up a demographic-level comparison where the data filtered to one demographic value is compared to data filtered to another demographic value.

Example: A manager will be able to compare the results of their team to the results of their Division, in addition to the company overall comparison.

This additional comparison will be an option in the comparison dropdown displayed when the data is filtered to the demographic value the comparison was set for.

The visibility of the comparison doesn't depend on who views the report, it depends on what demographic value its filtered to. As with any other manual comparison, if multiple demographic filters are stacked the comparison will disappear.

How do they work?

We map a Child demographic to a Parent demographic and give the comparison a name, such as “My Department” or “My Business Unit”.

Parent: The demographic that is the basis for the comparison. Typically the larger unit that the filtered data will be compared to, like Department or Business Unit.
Child: The demographic the report will be filtered by, like Manager.

Example: Manager = Adam Anderson, his Department = Sales.
Manager (child) = Adam Anderson will be mapped to Department (Parent) = Sales. When viewing their manager report, they will see a comparison to their Department’s results.

 

Limitations

  • The survey needs to be closed before this task can be performed
  • These types of comparisons are not compatible with Leader Based Reports


File preparation

You'll need to provide us with a basic 2 column spreadsheet/worksheet per hierarchical comparison:

  • Column header 1 = Child demographic, Column header 2 = Parent demographic

  • Spreadsheet/worksheet ideally titled as per the name of the hierarchical comparison (eg. My Department or Department, My Division or Division etc)

  • Example file / template available to download here: Hierarchical Comparisons Example Template

Once prepared, please send the file across to our Product Support Team together with the name of the survey you'd like them loaded to and we'll be in touch with the next steps.
The turnaround time for this process will depend on the number of comparisons / amount of data, so we'll confirm the specifics following a review of the submitted data file(s).

 

Note: If any child values require mapping to multiple parent values, a separate hierarchical comparison will need loading per set of mappings; each with its own unique comparison name.

Example: a manager is responsible for two Departments and would therefore like to view comparisons to both Departments from within their manager report

Manager = Adam Anderson, first Department = Sales
Manager (child) = Adam Anderson will be mapped to Department (Parent) = Sales
Hierarchical comparison name: My Department (Sales)
When viewing their manager report, they will see that comparison available to select

Manager = Adam Anderson, second Department = Sales Development
Manager (child) = Adam Anderson will be mapped to Department (Parent) = Sales Development
Hierarchical comparison name: My Department (Sales Development)
When viewing their manager report, they also will see that comparison available to select

 

Need further guidance / support?  Contact our Product Support Team and we'll be happy help!



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