Key Task: Assign the Data Source for a Widget to Analyze Employee Feedback Surveys

This dashboard allows IT executives to analyze the sentiment of employees reflected in a survey. For example, you can easily see if employees are satisfied with their computers. You can create widgets that provide a quick view on survey responses, including the overall response score, distribution of responses, the volume of responses, and more, to proactively check if employees are satisfied or not.
Customize and analyze data of surveys
See what specific dimensions in this data source you can analyze:
Field Description
Answer

Displays an answer to a certain question out of all questions in the survey.

Answer Number

Displays the number of an answer.

Answer Sentiment

Displays whether a given text contains negative, positive, or neutral emotions.

Launch ID

Displays the ID of a survey launch from the user interface.

Launch Timestamp

Displays date and time when the survey was sent to end user device(s).

Question

Displays the text of a question.

Question is Scored

Displays Yes if this is a Likert question with a score or No in case of any other type of question.

Question Number

Displays the number of a question.

Survey Description

Displays the description of a survey as defined during survey creation.

Survey ID

Displays the ID of a survey as saved in the database.

Survey Name

Displays the name of a survey as defined during survey creation.

Learn about some of the available measurements in this data source you can use in your custom dashboard:
Field Description
Number of responses

Displays how many different responses to the whole survey were received

Volume

Displays how many answers are included in the selected filter

Number of scorable answers

Displays how many answers in total were received considering only scorable questions

Number of negative/neutral/positive answers

Displays the number of answers received that their sentiment is negative/neutral/positive

Response score

Displays the score of the answers filter for the score calculation

Tip

You can also view and analyze this data using the REST APIs (Learn more).

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Procedure

  1. Step 1 Open a browser and sign in to Aternity.
  2. Step 2 Select Main Menu > Analyze > Create Your Own Dashboard.
    Select what kind of data you want to analyze
  3. Step 3 Select Sentiment Survey data source.
  4. Step 4 Add columns and rows as required to get a view on survey responses.

    For more information on the full editing capabilities of this dashboard, see http://www.tableau.com/learn/training. View the following training sections:

    • Visual Analytics

    • Calculations

    • Tableau Server

    • How To

    For design guidelines and tips for building good and scalable dashboards, see Best Practices for Designing Advanced Aternity Dashboards. The article includes tips on field names, performance considerations, calculation creation, it explains how to avoid high CPU utilization, and more.

  5. Step 5 You can change the start time of the data displayed in the dashboard in the Timeframe menu in the top right corner of the screen. This menu impacts all tabs available in this view.

    You can access data in this dashboard (retention) going back up to 90 days. Learn more. Note that this is Raw data.

    Note

    If you save this dashboard for later viewing, it opens in view mode, and if you have permission, you can select Edit to further customize its view.

  6. Step 6 It is possible to create multiple sheets (widgets) in the advanced custom dashboards.
    Instead of having many custom dashboards with a single section each, you can create a single dashboard with all sections you need. This allows more information to be provided within one dashboard displaying much more holistic view, as well as much stronger analytics by cross filtering between the sheets.
    Create multiple sheets in the same dashboard.
    For more information on how to open multiple dashboard sheets in Tableau, see the Tableau tutorial.

    Timeframe drop-down menu in the top right corner of the screen serves all widgets. Use it to set the required timeframe for each widget if necessary.

    Once you have created several widgets and then a dashboard that uses these widgets, save a new dashboard. Make sure to click Save while focusing on the dashboard (in the bottom of the screen there is a list of all open tabs). Note that if, by mistake, the focus is on a widget, the saved view will display this widget instead of dashboard. Click Edit to make changes.

    Focus on a new dashboard to save it
  7. Step 7 It is possible to create multiple tabs within a single dashboard where each tab presents a separate dashboard.

    Tell your story visually by using a sequence of tabs. For example: (a) a list of devices on which antivirus scan was successfully completed, (b) a list of devices on which it failed, (c) a list of viruses found across organization, (d) a trend of all scanning operations, etc.

    1. a Open an advanced dashboard.
    2. b Using the buttons in the bottom, create as many sheets as you want to display on the first dashboard.
      Add a worksheet or dashboard
    3. c Create the first dashboard and rename it.
      Add a new dashboard within an advanced one to create a multi-tabs dashboard
    4. d Using the buttons in the bottom, create as many sheets as you want to display on the second dashboard.
    5. e Create the second dashboard and rename it.
    6. f Repeat steps d & e as many times as you need.
    7. g Highlight a new dashboard to save it.
      Focus on a new dashboard to save it

      Once created and saved, Aternity will display it for you as a dashboard with multiple tabs next time you access it.

      Move from tab to tab within advanced dashboard to tell your story

      For more information on how to open multiple dashboard sheets in Tableau, see the Tableau tutorial.

  8. Step 8 For a deeper analysis, drill-down to out-of-the-box dashboards.
    A set of drill down links to the relevant dashboards are automatically added to each one of the following objects that appear in the tooltip: activity, application, business location, device, or user. Select a measure and then the link from the tooltip to continue your investigation in another dashboard.
    Note

    Hovering with the mouse is not enough. You should select a measurement (row, bar, circle) with the mouse click to be able to use the links in the tooltip.

    Drill down for a deeper analysis
    Important

    Notice that each dashboard has its own retention, and the timeframe can be defined only within this retention period. When the timeframes of the source and target dashboards do not match, the target dashboard loads with its default timeframe. When you define a custom timeframe in the source dashboard that exceeds the maximum retention period of the target dashboard and then drill down to this dashboard, your target dashboard will display all data stored in the database for the maximum retention period available for that dashboard regardless of the predefined custom timeframe.

  9. Step 9 (Optional) Export the dashboard data to Excel, Image or PDF file.
    1. a Select Download.
      For simple dashboards, at the bottom right of the screen. For advanced dashboards, on the top tool bar.
      Download a dashboard
      Note

      In Analyze dashboards, make sure you scroll down the dashboard until the end of the data. Otherwise, you might not see the Download button.

    2. b Select the required option depending on where you exporting the dashboard.
      • To download as Excel file, select Crosstab

      • To download as an image file, select Image

      • To download as PDF file, select PDF

      • To download as PowerPoint file, select PowerPoint

        Note

        Make sure you have data on a sheet. If the sheet is empty, the Crosstab menu is unavailable.

    3. c For PDF and PowerPoint only, define additional settings.
    4. d Select Download to start the process or Cancel to cancel.

      Open the file from your Downloads folder or from any other predefined destination for file downloads.