Let's say you have an Employee Satisfaction report and you want to share the feedback from Sales to the manager, however, to keep things confidential, she shouldn't be able to see the feedback from the Marketing department. What do you do? You create different versions of your report and share those instead. With Enalyzer, you can bulk create report versions by uploading a CSV file.
IMPORTANT: report versions are only available for organizations.
Before you upload the CSV file, you have to set up your report. The headers in the CSV file depend on the setup of your report. We're going to work with an example:
We are creating an employee satisfaction report. From this report, we need 4 versions:
- Sales report: this will only show the results from the sales department
- Marketing report: this will only show the results from the marketing department
- Development report: this will only show the results from the development department
- Customer support report: this will only show the results from the customer support department
All versions will benchmark the east and west unit in order to compare the satisfaction from the employees in these and see which one has better satisfaction.
Step 1: Setup report
Add your charts: Set up your report with the charts you need.
Add filter: to ensure that each report only shows the results of the respective department, e.g. only sales employees in the sales report, then we need to have the report filtered through the "department" variable. You don't have to add a filter if you don't want to, this is only if it makes sense for your case.
- Go to your report and click on filters.
- Click on add filter.
- For this example, select the variable "department". For your own report, it might be a different one, for example, gender, age or whatever else you are filtering by. You can add as many filters as possible.
- To create versions, we have to keep the filters open, therefore you're going to select yes to the question "do you want readers to be able to change selections on this filter?"
- Click next without choosing a filter selection.
- Name your filter and click add. For this example, the name is "department".
Data series: for this example, we have two units to benchmark: east and west. Data series are excellent for benchmarking results and can also be part of versions. You don't have to add data series if you don't want to, this is only if it makes sense for your case.
- Go to your report, click on the title of your report at the top.
- Click on data series. For this example, we're going to create two data series, one per unit: east and west.
- Click the add icon () and your data series will be created immediately.
- Click on the data series and select edit.
- You now have the following options:
- Name: Name your data series to help those that view your report to understand the data series purpose. For this example, we're going to name this data series "east".
- Color theme: Choose the color of the data series.
- Ignore all filters: Enable this function if you want the data series to ignore report and chart filters, if any.
- Data: The filter(s) this data series is based on will be shown here.
- Click add filter and select the variable you would like to include in your data series.
- Just like the report filter above, click yes to create an open filter.
- Define your filter selections and click save. For this example, we're using the variable "unit" and the filter selection "east"
- To create the data series "west", we are going to follow steps 1-8 and choose "west" instead.
- Add your data series to the necessary charts.
Step 2: Create your CSV file
For this example, the CSV file will contain the following headers:
- version ID - refers to the version's unique ID. If you do not include this in your CSV file, Enalyzer will generate an ID.
- Version name - refers to the version's name. If you do not include this in your CSV file, Enalyzer will generate an ID.
- Department - refers to the department variable that we use to filter the report. If you do not include this in your CSV file but you have a filter, it will take all filter selections.
- Unit-east - refers to the data series "east". If you do not include this in your CSV file but you have a filter, it will take all filter selections.
- Unit-west - refers to the data series "west". If you do not include this in your CSV file but you have a filter, it will take all filter selections.
IMPORTANT: You don't have to add all headers if you don't need to, it all depends on your case. The CSV file must be encoded in UTF-8.
Step 3: Bulk create report versions
Now that you have your CSV file, it's time to upload it to Enalyzer!
- Go to your report and click on filters.
- Select the versions tab and click on bulk create versions from CSV.
- Upload your CSV file.
- Map the fields, for this example:
- version ID to version ID
- Version name to version name
- department to department
- unit to unit-east
- unit to unit-west
- After mapping, click next.
- Review the uploaded information and click create.
- You have now created your versions.