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Peakon
Last Updated: 2023-06-23
Concept: Historical Data

Concept: Historical Data

Historical data remains on the dashboard, however it might no longer be part of the rolling current score, depending on the data visibility settings of your company. You can switch your dashboard to a previous survey round, or compare current scores to the scores of a previous round.
Score aggregation settings also apply to historical data. The starting point for the visibility period is simply at a different point in time.
Method
Description
Considerations
Viewing a previous round
If your dashboard contains multiple survey rounds, you can switch your dashboard to a previous round.
  1. Open the context switcher.
  2. Expand
    Settings
    and select
    View previous round
    .
  3. Select a survey round.
The
View previous round
feature doesn't support these features and pages:
  • Focus areas and strengths.
  • Focus segments.
  • Shared dashboard.
  • Curated Insights.
  • Action planning.
  • Improve section.
  • Administration section.
  • PowerPoint export.
  • Impact feature.
If you have multiple survey rounds ending in the same week, the historical round picker displays the latest round of the week. The selected round contains aggregated data up until the end date of the selected round.
If the selected round somewhat overlaps with another survey round, the other survey's data doesn't contribute to the selected round if its soft close date is after the selected round's soft close date. Example: Filtering by a survey round in the Company context when a specific business unit had a targeted standalone survey that closed days after the selected survey round.
On Heatmaps analysis for each question set, you can view information on the
Round end
dropdown menu that enables you to view whether your selected question set was included as part of the survey round. On the
Round end date
you can also view when you select a previous survey round that didn't contain the selected question set.
Score over time graph
If your dashboard contains multiple survey rounds, you can expand the
Score over time
graph to display:
  • Aggregated score.
  • Benchmark.
  • NPS distribution.
The benchmark displays in quarterly increments, based on when Peakon updates its benchmarking data.
Comparison to a historical survey round
You can set your heat map to display a score comparison for your subsegments.
  1. Go to
    Analysis
    Heat map
    .
  2. Click
    View
    , then
    Diff. to round
    .
  3. Select a survey round for comparison.
If a score comparison isn't available for a segment, it's possible that:
  • The segment wasn't part of your dashboard at the selected point in time.
  • The segment had a confidentiality conflict at the selected point in time.