In this article:
Overview
Quantum Workplace provides a multi-level mapping system, i.e. at the question and demographic levels, to enable comprehensive reporting over extended periods. This ensures detailed analysis and reporting with numerous data points for more accurate long-term evaluation.
For example, if an Engagement survey has included the same question over the last five years, you can analyze and compare the question's data points over the course of the five years it was included in your survey.
When managing user data within Quantum Workplace, consider the impact that updating demographic data can have on your ability to see trends in survey analytics. Improperly updating a demographic can create a new demographic disconnected from the original demographic, resulting in the inability to view trending data. Learn how to manage users' demographics.
When viewing survey analytics, use the different reporting tools to view data from different angles and compare insightful data points. Learn more about survey analytics.
Year-Over-Year Mapping at the Question-Level
Survey questions are mapped according to the question's internal ID that Quantum Workplace retains from year to year.
For effective year-over-year data at the question level, when configuring survey questions, confirm that questions include the Has Comparison label. This ensures the question's ID remains consistent across surveys.
Year-Over-Year Mapping at the Demographic-Level
Demographics are mapped automatically according to the demographic value, in other words, demographics with the same demographic value are matched and presented as a single demographic for trending and analytical purposes.
Demographic value changes over time are not automatically tracked and must be manually updated to account for any changes.
For example, if the Human Resources department demographic value is titled, HR, for three years, then you will see the trended data automatically. However, suppose the value is updated and titled instead as, Human Resources. In that case, the system cannot automatically account for the change and will recognize HR and Human Resources as separate demographic values.
One-to-Two Mapping
Quantum Workplace does not provide one-to-two mapping for demographics.
For example, if the Finance department is split into two departments for a given year, e.g. Finance-Internal and Finance-External, the system recognizes both demographics as separate values and therefore does not provide trending data to both of the departments.
In such a situation, prior data can be mapped to one of either values at your discretion. Contact your CSM/CIM for assistance.
Year-Over-Year Manager Trending Data
Manager data is tied to the manager's name. This means that year-over-year compares the results for the manager's teams of prior years.
For example, consider Sally who managed Sales in 2023, and transitioned to manage Marketing in 2024. When Sally views her 2024 results and compares to 2023, her results will compare the results of the Sales team and her current Marketing team.
In this scenario, there are two options if Sally wants to compare the results of her 2024 Marketing team to the Marketing team's results in 2023.
- Grant Sally access to the 2023 survey reports, and assign her to the manager who led Marketing in 2023, learn how to assign users and grant survey access
- Create a custom organization tree with the Department demographic, and assign Sally to the Marketing branch to provide trending data for the Marketing team, learn how to create and use a custom org tree