What are Custom Tabulation "Basic Settings" and "Custom Tabulation Advanced Settings"?
"Basic Settings" is recommended when you want to configure combinations of departments and attribute items in bulk.
"Advanced Settings" is recommended when you want to conduct more detailed tabulations or set improvement items and action plans for combined items.
Basic Settings
In Basic Settings, you can configure combinations of departments and attribute items in bulk. You cannot assign action plan managers or set improvement items for the items created in Basic Settings.
Operation Procedure: Custom Tabulation Basic Settings
Example: Combining the organizational unit "Department" with the attribute item "Gender"
A set of items combining all departments under the "Department" organizational unit and all attribute items under the "Gender" attribute will be created as follows:
"Sales Department × Male" "Sales Department × Female"
"HR Department × Male" "HR Department × Female"
Advanced Settings
In Advanced Settings, you can combine or merge multiple departments and attribute items to perform more detailed result analysis. You can also assign action plan managers and set improvement items for the created items.
- Operation Procedure: Custom Tabulation Advanced Settings
- Important Notes: Notes on Custom Tabulation Advanced Settings
Example: Viewing the results of "Sales Department" and "Marketing Department" members
Combine two departments and attribute items as follows to create a set of items:
"Sales Department and Marketing Department" × "Members" × Joining Period "Before 2010"
Viewing Results
Results created using "Basic Settings" and "Advanced Settings" can be viewed on different screens.
Basic Settings
Go to "Results & Improvements" ▶ "Results" ▶ Select the organization you want to view ▶ View the results from "Attribute"
Advanced Settings
Go to "Results & Improvements" ▶ "Results" ▶ Select the organization you want to view ▶ View the results from "Others"