Custom Tabulation Advanced Settings

What Are Custom Tabulation Advanced Settings?

Custom Tabulation Advanced Settings are a feature that enables you to aggregate results by combining or intersecting multiple departments and attribute items. In these advanced settings, you can select individual departments and attributes to compile results for detailed analysis.
For example, combinations such as "Sales Department + Marketing Department" × "General Employees" × "5–10 Years of Service" can be analyzed in greater depth. Items created in Advanced Settings can be assigned to Action Plan Owners and linked to Improvement Items, just like standard department and attribute items.

For other important notes and technical specifications, please refer to Notes on Custom Tabulation Advanced Settings.

Register

Common Procedure

This procedure is common to all types of Custom Tabulation Advanced items.

① Click “Admin” ▶ “Custom Tabulation Settings” ▶ “Advanced Settings”

② Select the target survey date from “Survey Date” and click “Registration”

Please check the following before proceeding:

• Registration for the latest survey becomes available after the survey response period has started.
• There is no upper limit on the number of items you can register in total, but up to 200 items can be registered at once. If you need to register more than 200, please register them in multiple batches.

③ Click “Add a Card”

Combine Multiple Departments or Attributes into One

Example: You want to extract the combined result of "Tokyo Branch" and "Osaka Branch"

Common Operations

① Select the organization or attribute, check the departments/attributes you want to combine, check "Treat as a single item", and click "Register"

Check "Tokyo Branch" and "Osaka Branch"

② Confirm the custom tabulation conditions and click "Register"

A single custom tabulation item [Tokyo Branch, Osaka Branch] will be registered.

③ Check the notes and click "Register"

Cross Multiple Departments/Attributes

Cross One Department or Attribute with Another

Example: You want to extract results for the "Sales Department" of the "Tokyo Branch"

Common Operations

 

① Select the organization/attribute, check the department/attribute to register, and click "Add a Card"

Select "Branch" from the dropdown and check "Tokyo Branch"

② Similarly, select the department/attribute to cross with, check it, and click "Register"

Select "Department" from the dropdown and check "Sales Department"

③ Confirm the custom tabulation conditions and click "Register"

A custom tabulation item [Tokyo Branch] × [Sales Department] will be registered.

④Check the notes and click "Register"

Cross Multiple Departments or Attributes with Multiple Departments or Attributes

You can cross multiple departments and attributes with other multiple departments and attributes in a single operation.
The operation is the same as in Combine One Department/Attribute Item with Another, but the method of selecting departments and attributes differs.

Example: You want to extract results for both the "Sales Department" and "Marketing Department" in both the "Tokyo Branch" and "Osaka Branch"

This will create the following four custom tabulation items:

• [Tokyo Branch] × [Sales Department]
• [Tokyo Branch] × [Marketing Department]
• [Osaka Branch] × [Sales Department]
• [Osaka Branch] × [Marketing Department]

Common Operations

① Select organization/attribute, check the departments/attributes to register, and click "Add a Card"

Check "Tokyo Branch" and "Osaka Branch"

② Similarly, select the departments/attributes to cross with and click "Register"

Check "Sales Department" and "Marketing Department"

③ Confirm the custom tabulation conditions and click "Register"

④Check the notes and click "Register"

Combine Departments/Attributes and Cross with Others

Cross Combined Departments or Attributes with a Single Department or Attribute

Example: You want to extract results for the "Sales Department" using a combined item of "Tokyo Branch" and "Osaka Branch"

Common Operations

① Select organization/attribute, check the departments/attributes you want to combine, check "Treat as one item", and click "Add a Card"

Check "Tokyo Branch" and "Osaka Branch"

② Similarly, select the department/attribute to cross with and click "Register"

Check "Sales Department"

③ Confirm the custom tabulation conditions and click "Register"

One custom tabulation item [Tokyo Branch, Osaka Branch] × [Sales Department] will be registered.

④ Check the notes and click "Register"

Cross Combined Departments and Attributes with Multiple Departments or Attributes

You can cross a combined department/attribute with multiple departments or attributes in a single operation.
The process is the same as Cross Combined Departments or Attributes with a Single Department or Attribute, but the method of selecting the departments/attributes differs.

Example: You want to combine "Tokyo Branch" and "Osaka Branch" and extract results for "Sales Department" and "Marketing Department"

This will create the following two custom tabulation items:

• [Tokyo Branch, Osaka Branch] × [Sales Department]
• [Tokyo Branch, Osaka Branch] × [Marketing Department]

① Select the organization/attribute, check the departments/attributes you want to combine, and click "Add Card"

Check "Tokyo Branch" and "Osaka Branch"

② Similarly, select the departments/attributes to cross with, check them, and click "Register"

Check "Sales Department" and "Marketing Department"

＜Supplemental Information＞
If you want to combine the crossed items as well, check "Treat as one item".
This will create [Tokyo Branch, Osaka Branch] × [Sales Department, Marketing Department].

Rename Items

By default, custom tabulation items are named based on the organizations and attributes used, such as “[Osaka Branch] × [Sales Department]”.
If you want to change these names, you can edit them after registration.

To rename multiple items at once, refer to Custom Tabulation Advanced Settings - Change Item Names in Bulk.

① On the "Admin" screen ▶ "Custom Tabulation Settings" ▶ "Advanced Settings" ▶ Select the target Survey Date and click the item you want to edit

② Click "Edit"

③ Edit the item name and click "Save"

View Custom Tabulation Items on the Results Screen

Custom tabulation items created in Advanced Settings will be shown in the "Others" section of the Results screen.
For example, the result of [Division A] × [Full-time Employees] will be listed under "Others" in Division A's Results screen.

① Go to “Results / Improvements” ▶ “Results” ▶ Select the organization/attribute linked to the custom tabulation item

② Click "Others"

③ Select the custom tabulation item you want to view

You can also search by selecting "Custom Tabulation" from the list view.

Results / Improvements ▶ Results ▶ List ▶ Select "Custom Tabulation" to filter

Delete Custom Tabulation Items

When you delete a custom tabulation item, it will no longer appear on the following screens:

• "Admin" ▶ "Custom Tabulation Settings" ▶ "Advanced Settings"
• "Admin" ▶ "Previous Comparison Settings"
• "Results / Improvements" screen: Diagnosis results and past comparison results for the deleted survey date will not be shown

Please check the Notes on Custom Tabulation Advanced Settings before deleting any item.

① On the "Admin" screen ▶ "Custom Tabulation Settings" ▶ "Advanced Settings" ▶ Select the relevant survey date, then click the item you want to delete, and click "Delete"

② Click "Delete"

Precautions

• Duplicate item names cannot be registered.

  

• In “Custom Tabulation Settings” ▶ “Advanced Settings”, each item shows “Users included in this Custom Tabulation Item.”
  
  These users are determined based on their assigned organization/attribute in User Settings.
  The number of survey respondents shown on the Engagement Survey Results screen may differ from the number of users displayed in this list.