Heatmap

Heatmap allows you to visualize the data for patterns using color to emphasize relationships between data values. This will help you understand what’s unique, detect trends and assist you in deciding where you should focus your attention in just a few clicks. 


Before you begin...

  • It’s helpful if you understand how to use all the filtering tools. Reference the Filtering & Comparing page for a detailed overview.
  • If you want to download your results, visit the Download page for a comprehensive overview of how to download in Excel, PowerPoint, or PDF.
  • Watch a video overview of Heatmap.
   VIDEO OVERVIEW

Page Overview



Filtering & Chart Tools

Heatmap requires multiple selections to populate the map. Here are some screenshots of each tool to help you navigate the instructions below.

Timeframe

Select the survey event you want in the chart.

Focal Group

Select a focal group and filter by demographics or hierarchies.

Chart Type

Choose the scores for the event or score the difference from trend or a benchmark.

Chart Columns

Choose the demographic views you want in the columns (X Axis) of the chart.

Chart Rows

Choose the questions, dimensions or demographics you want in the rows (Y Axis) of the chart.

Custom Export

Export to PowerPoint.

Building a Heatmap

Build a meaningful Heatmap using the different filters and options available to you.

The Timeframe filter allows you to select from the survey's you have avalable. The most recent survey (Current Cycle) is selected for you and will display the data for the selected survey in the Heatmap. 

The Focal Group filter allows you to select the group to compare all other groups to or all other demographics to. This group will always appear as the first column in the heatmap.



Changing the Table View
  • This feature is only available in Thrive, Spark, Change and Risk
  • Use the drop down at the top right side of the section to switch the table view.
    • Score
    • Distribution



Viewing Questions
  • Click the Expand icon to see the scores for all of the questions that make up the score. Click the Expand icon again to close the questions section.



The Select View filter determines what data is displayed in the chart.

Score

Displays the % Favorable score and is the default selection.


Trend

Displays the difference in percent favorable score compared to a previous survey.

  1. Click the Radio button for Trend
  2. Select the Survey you want to trend against the current survey selected in the Timeframe filter
  3. Click: Apply


Benchmark Comparison

Displays the difference in your scores compared to industry standards.

  1. Click the Radio button for Benchmark Comparison
  2. Select the desired Benchmark
  3. Click: Apply


The X Axis Variable defines the data you want to appear in the Columns of the chart in addition to the selection made in the Focal Group filter.

  1. Select the Segment Category from the dropdown menu
  2. Check the box for all Demographics you want included in the chart
  3. Click Apply


The Y Axis Variable defines the data you want to appear in the Rows of the chart.

Dimensions & Questions
  1. Click the Down icon to expand each dimension to view the questions.
    • All Dimensions are selected by default. Use the Clear button to remove all default selections.
  2. Click the Checkbox next to each Dimension and/or Question you want in the Heatmap
  3. Click Apply



Demographics
  1. Select Demographics from the first dropdown selector
  2. Select Question/Dimension: Click the Checkbox next to the Question or Dimension you want displayed in the chart.
    • You can only select 1
  3. Select Demographic: Select the Demographics from the available options
  4. Click Apply


Export Data or Chart as Image

Quickly export the data selected on the page using the Quick Export (Excel) or download the chart as an image to add to PowerPoint presentations.

PowerPoint

Exporting to PowerPoint from the menu icon will allow you to export using standard custom options. It does not export Heatmap specific slides, but an overall summary of your results. Download images of heatmaps and add additional slides with the heatmap images if desired.

Quick Export to Excel

Use the Quick Export banner to export the data to Excel using all the existing selections you've made on the page.

  1. Select Excel from the dropdown menu in the Quick Export banner
    • PowerPoint export is also available from this menu, however it does not include the Heatmap.
  2. Click Export
  3. Click Download Manager at the top right of the page header
  4. Click the Download icon
    • Depending on your download settings, the image will appear at the bottom of the window or your browser download folder.


Download as an Image

Download the chart as an Image to insert into a PowerPoint presentation or Word document. You can also export to a PDF Image.

  1. Click the Print Menu icon in the top right side of the chart
  2. Select the desired Type of export.
    • Depending on your download settings, the image will appear at the bottom of the window or your browser download folder.