Custom Tabulation Advanced Settings
This article explains how to configure Custom Tabulation Advanced Settings items.
What Are Custom Tabulation Advanced Settings?
Custom Tabulation Advanced Settings is a feature that allows you to combine multiple departments and attribute items, or cross-tabulate them to compile results. In Advanced Settings, you can select each department and attribute item individually and compile the results you want to analyze.
You can analyze results in more detail, such as the results for "Sales Department + Marketing Department" × "General Employees" × "5 to 10 years of service."
Items created in Advanced Settings can also have Action Plan Managers and Improvement Items set, just like departments and attribute items.
For other important notes and detailed specifications, see Notes on Custom Tabulation Advanced Settings.
Register
Common Steps
This procedure is common to all types of Custom Tabulation Advanced Settings items.
① Click "Admin" ▶ "Custom Tabulation Settings" ▶ "Advanced Settings"
② Select the target Survey Date from "Survey Date," then click "New Registration"
Check the following before proceeding.
- Registration for the latest survey becomes available after the survey response period starts.
- There is no limit to the number of custom tabulation items you can register, but you can register up to 200 items at one time in Advanced Settings. To register more than 200 items, complete the first registration and then register the additional items.
③ Click "Add Card"
Combine Multiple Departments and Attribute Items into One
Example: You want to extract the combined results of the "Tokyo Branch" and the "Osaka Branch"
① Select the organizational unit or attribute, select the departments and attribute items you want to combine, then click "Treat as One Item" and "Register"
Select "Tokyo Branch" and "Osaka Branch"
② Check the custom tabulation conditions, then click "Register"
One custom tabulation item, [Tokyo Branch, Osaka Branch], will be registered.
③ Check the notes, then click "Register"
Cross-Tabulate Multiple Departments and Attribute Items
Cross-Tabulate One Department or Attribute Item with Another Department or Attribute Item
Example: You want to extract the results for the "Sales Department" in the "Tokyo Branch"
① Select the organizational unit or attribute, select the department or attribute item you want to register, then click "Add Card"
Select "Branch" from the pull-down menu, then select "Tokyo Branch"
② In the same way, select the organizational unit or attribute, select the department or attribute item you want to cross-tabulate, then click "Register"
Select "Department" from the pull-down menu, then select "Sales Department"
③ Check the custom tabulation conditions, then click "Register"
One custom tabulation item, [Tokyo Branch] × [Sales Department], will be registered.
④ Select "I have confirmed the above," then click "Register"
Cross-Tabulate Multiple Departments or Attribute Items with Multiple Departments or Attribute Items
You can also cross-tabulate multiple departments or attribute items with multiple departments or attribute items in a single operation.
The procedure is the same as above in "Cross-Tabulate Multiple Departments and Attribute Items," but the way you select departments and attribute items is different.
Example: You want to extract the results for the "Sales Department" and the "Marketing Department" in the "Tokyo Branch" and the "Osaka Branch"
If you create them using this procedure, the following four custom tabulation items will be created.
- [Tokyo Branch] × [Sales Department]
- [Tokyo Branch] × [Marketing Department]
- [Osaka Branch] × [Sales Department]
- [Osaka Branch] × [Marketing Department]
① Select the organizational unit or attribute, select the department or attribute items you want to register, then click "Add Card"
Select "Tokyo Branch" and "Osaka Branch"
② In the same way, select the organizational unit or attribute, select the department or attribute items you want to cross-tabulate, then click "Register"
Select "Sales Department" and "Marketing Department"
③ Check the custom tabulation conditions, then click "Register"
④ Select "I have confirmed the above," then click "Register"
Combine Departments or Attribute Items and Cross-Tabulate Them with Other Departments or Attribute Items
Cross-Tabulate Combined Departments or Attribute Items with One Department or Attribute Item
Example: You want to extract the results for the "Sales Department" from one combined item made up of the "Tokyo Branch" and the "Osaka Branch"
① Select the organizational unit or attribute, select the department or attribute items you want to register, then click "Treat as One Item" and "Add Card"
Select "Tokyo Branch" and "Osaka Branch"
② In the same way, select the organizational unit or attribute, select the department or attribute item you want to cross-tabulate, then click "Register"
Select "Sales Department"
③ Check the custom tabulation conditions, then click "Register"
One custom tabulation item, [Tokyo Branch, Osaka Branch] × [Sales Department], will be registered.
④ Check the notes, then click "Register"
Cross-Tabulate Combined Departments or Attribute Items with Multiple Departments or Attribute Items
In a single operation, you can cross-tabulate combined attributes with multiple attributes.
The procedure is the same as above in "Cross-Tabulate Multiple Departments and Attribute Items," but the way you select departments and attribute items is different.
Example: You want to combine the "Tokyo Branch" and the "Osaka Branch" and extract the results for the "Sales Department" and the "Marketing Department"
If you create them using this procedure, the following two custom tabulation items will be created.
- [Tokyo Branch, Osaka Branch] × [Sales Department]
- [Tokyo Branch, Osaka Branch] × [Marketing Department]
① Select the organizational unit or attribute, select the department or attribute items you want to register, then click "Add Card"
Select "Tokyo Branch" and "Osaka Branch"
② In the same way, select the organizational unit or attribute, select the department or attribute items you want to cross-tabulate, then click "Register"
Select "Sales Department" and "Marketing Department"
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If you also want to combine the items to be cross-tabulated, select "Treat as One Item." [Tokyo Branch, Osaka Branch] × [Sales Department, Marketing Department] will be created. |
Change the Item Name
For custom advanced items, the names of the crossed organizational units or attributes are displayed by default, such as "[Osaka Branch] × [Sales Division]." If you want to change it, change the item name after registering the item.
To change item names in bulk, see "Custom Tabulation Advanced Settings - Change Item Names in Bulk."
① On the "Admin" screen, go to ▶ "Custom Tabulation Settings" ▶ "Advanced Settings" ▶ select the target Survey Date from "Survey Date," then click the item you want to edit
② Click "Edit"
③ Edit the item name, then click "Save"
How to Check the Results of Custom Tabulation Items
The results of custom tabulation items registered in Custom Tabulation Advanced Settings are displayed under "Other" on the Results Screen. For example, if you want to view the custom tabulation result for "Division A" × "Full-Time Employees," it will be displayed under "Other" on the results screen for "Division A."
① On the "Results / Improvements" screen, go to ▶ "Results" ▶ select the organization or attribute related to the custom tabulation result you want to check
② Click "Other"
③ Select the custom tabulation item you want to check
You can also search on the screen where organizations and attributes are displayed in a list.
On the "Results / Improvements" screen, go to ▶ "Results" ▶ "List," select "Custom Tabulation," and search
Delete
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If you delete a custom tabulation item, it will no longer appear on the following screens.
Before deleting a Custom Tabulation Advanced Settings item, check the notes in advance. |
① On the "Admin" screen, go to ▶ "Custom Tabulation Settings" ▶ "Advanced Settings" ▶ select the target Survey Date from "Survey Date," then click the item you want to delete and click "Delete"
② Click "Delete"
Detailed Specifications
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You cannot register an item name that already exists.
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"Users Included in This Custom Tabulation Advanced Item" displayed for each item under "Custom Tabulation Settings" > "Advanced Settings"
This shows users who belong to that organization or attribute in User Settings. The Engagement Survey Results Screen shows the number of people who responded to the survey, so the number shown in this list may not match.