View Data Page

From the View Data page, you can compare performance ratings and compa-ratio across the organization. For portals with Succession, you can also compare Succession metrics. The graph can also be colorized to provide a better visual of the various data points.

By default, when accessing the page, the performance ratings and compa-ratio data displays in the scatter graph. This allows you to quickly drill down to the desired data selections, using the filters and colorization tool.

View Data is limited to display up to 5,000 users at any one time. For portals with more than 5,000 users in their data base, only a partial set is displayed. The end user can use filters to see specific segments, as needed.

To access View Data, go to View > View Data.

Filters

The filter options allow you to refine the list of results. The filter options that are available are configured by the administrator in View Data Preferences.

  • Open/Close Filters Panel - The Filters panel is expanded by default. To close the panel, click the X in the upper-right corner. To expand the panel, click Open filters panel button .
  • Home Button - The Home icon in the upper-left corner of the panel returns you to the root level of the filters. Clicking the icon does not reset/clear the filters.

The following filters are available:

View Data Graph

The scatter graph for View Data displays the interactive visualization of your data based on the selected filters. Up to 5000 employees display.

You can define the X and Y axes, as well as define a colorization for the plot points based on compa-ration, performance rating, or one of the available Succession metrics.

Flip Axes

Click the Flip button to flip the values for the X and Y axes.

Color By

You can define a colorization for the graph to provide a better visual of the data point variations. By default, you can select Compa-Ratio, Performance Rating, Tenure, or Merit Increase % from the Color by drop-down. For portals with Succession, you can also color by the available Succession metrics.

Color Legend

When using a color option, a legend displays to the right of the graph. The legend identifies the value for each color. You can also use the legend as a filter by clicking or unclicking a value on the legend to display or hide the value in the graph.

Discrete/Numeric

Up to nine segments are allowable for discrete values. Numeric values are divided into five equal segments.

Legend Segments

With the exception of Compa-ratio, all non-Succession metrics are uniformly broken up into five segments. The size of the segment is determined by the minimum and maximum range of the entire data set. The size of the segment cannot be configured by the user.

Tooltip

Hover over/tap a plot point to view the details for the particular employee. If the employee in focus shares the same X and Y values with other employees (a complete overlap), the tooltip displays the values for the X and Y axes and a count of the complete overlaps. For all others, the tooltip will always display the user's name and the variable on the X and Y axes for non. The tooltip may also display OU data, if configured by the administrator in View Data Preferences.

Number of Results

The total number of results on the graph displays in the upper-left corner above the graph. The results will not exceed 5,000 data points.

Performance Rating with Multiple Scales

For portals with performance data with multiple scales, (i.e 5/5 and 10/10), the data is automatically normalized to allow for comparisons. The slider maximum and chart axis are set to between 0 and 100. Normalization is achieved by dividing performance rating score received by the maximum achievable score. This setting is not configurable by the user.

The tooltip displays the current rating and the maximum rating next to the normalized score (e.g., 50 [2.5/5.0]).

Options

From the Options drop-down, you can click Export to Excel to export the graph to an Excel spreadsheet. This provides a detailed view of the users and their performance, compa-ratio, or Succession data. The filter fields that display on the Excel spread sheet match the fields displayed on the tooltip.