Create an Analysis in People Analytics

Learn how to turn your charts into a data-driven narrative or dashboard that you can share with stakeholders.

Creating a new analysis

    1. On the navigation bar, click Analyses.

    2. In the upper-right corner of the Analyses room, click New analysis.

        Result: The Analysis Editor appears.

    3. In the Title box, type a title for your analysis. The title will appear in search results and analysis links.

    4. In the Description box, type a subtitle or description for your analysis.

Note: You can also copy an existing analysis and use it as the basis of your new analysis.

Authoring content

Content is added as a series of cards. When authoring your analysis, imagine your content organized in a series of rows and columns. As you insert cards, horizontal dividers will appear separating content into different rows. When laying out your analysis, keep in mind that all cards within a row will be displayed on one slide in presentations and exports.

Insert a card

In a new analysis, click the Insert button (+) to insert a card in a new row.

Insert more cards

Additional cards can be inserted to create a new row or new column within the existing row.

To insert a card, hover over the location where you want to insert the card and then click the Insert button (+) when it appears. New rows can be inserted above or below existing rows while columns can only be inserted from the right side of a row.

Note: Additional cards cannot be inserted next to header cards because they span the entire width of the row.

Stack cards in columns

If the columns in a row have different heights, you can insert additional cards to stack cards on top of each other.

To insert a card, hover over the column where you want to insert the card and then click the Insert button (+) when it appears.

Note: To provide the best viewing experience when presenting or exporting your analysis, we recommend that you avoid creating columns that are too tall. This is because all content in a row will scale to fit on one slide.

Copy and paste cards

You can also copy and paste cards within the same analysis.

To copy a card, hover over the card you want to copy and then click the Copy button. To paste the copied card, hover over the location where you want to paste the card and then click the Insert button (+) > Paste button.

Delete cards

To delete a card, hover over the card you want to delete and then click the Delete button.

Card types

You can build your analysis by adding a combination of headers, charts, text, links, and images. This section describes the card types in detail.

Header

Header cards act as section dividers for your analysis:

• Content is hidden under each header in Collapsed view.
• Headers will appear on a separate slide in Full screen view, Browser window view, and exports.

Header cards span the full width of the row.

To insert a header card, click the Insert button (+) > Header button (H).

Note: Subheadings can be added by inserting a Text card and applying an H2 paragraph style to the text.

Text

You can insert text cards anywhere in your analysis to describe and provide guidance for your charts.

Text editing options include:

• Bold, italicize, and underline text for emphasis
• Insert inline links to an analysis or external webpage
• Create bulleted and numbered lists

To insert a text card, click the Insert button (+) > Text button.

Chart

You can create charts from scratch or insert a previously saved chart.

To insert a chart card, click the Insert button (+) > Add a chart button and do one of the following:

• • To insert previously saved charts, select the captures you want to insert and then click Done. Captures are inserted to the analysis in the order that they were selected.

Note: Use the advanced filters to find captures based on time, visual type, or metric.

• Time: View captures based on the time they were saved. For example, view captures saved in the past 7 days.
• Visual: View captures based on the visual type of the capture.
• Metric: View captures based on a metric used in the capture. Type a metric name in the Search bar to quickly find the metric that you're looking for.

To insert a new chart, click Create new chart.

1. Build your chart by:

• Selecting the visual type, metrics, and group by attribute for your chart.
• Changing the analysis context.
• Customizing the chart appearance and settings in the Side panel.
• Adding a title to your chart.
• Adding a description for your chart in the About tab of the Info panel. Think of the description as a piece of guidance to help users understand what they’re looking at when viewing the chart in full screen. You can also show the description on the card after it has been inserted in the analysis.

2. When finished click Add and Close.

Note: 

• If you are creating multiple charts, click Add and New to insert the created chart to your analysis and open a new chart.
• If viewers don't have data access to a visual in an analysis, the visual will automatically be hidden.

Edit the chart card

After a chart has been inserted, you can click the card to edit the chart. Change the visual type, metrics, group by, filters, chart title, description, and more.

Change the chart title, description, and analysis context token

You can change the chart title from the card by clicking it.

Once added, you can also change the chart description and analysis context token from the card.

Show a visual or metric summary

Chart cards can show a visual or metric summary, as shown in the following screenshot.

To change the view, hover over the Chart card, and then click the Display metrics button (123).

Show description

To provide viewers with additional guidance, you can show the chart description on the card. The description can be displayed above or below the visual or metric summary, as shown in the following screenshot.

You can add a description for your chart in the About tab of the Info panel.

To show the description, hover over the card, click the Edit card appearance button (pencil).

In the Edit card appearance dialog, click Show description and select the position you want the description to appear.

Show sparkline

For Trend charts, sparklines (tiny line graphs that illustrate a data trend) appear by default when they are set to show a metric summary. To turn off the sparkline, hover over the card, and click the Edit card appearance button (pencil).

In the Edit card appearance dialog, clear Show sparkline, and click Save changes.

Make the visual dynamic to the viewer

A dynamic visual uses dynamic elements like chart transformations to allow the visualization to adapt to the user viewing it.

Prerequisites: You must have the Visier AI Insights capability.

To make the visual dynamic, hover over the card and click the Make dynamic button (flow).

Carousel

Use the Carousel card to display two or more chart cards in a slideshow format that viewers can cycle through.

Note:  

• You can add a maximum of 10 visuals to a carousel.
• Only the first visual in a carousel will be included in analysis emails, visual downloads, and analysis downloads.
• If viewers don't have data access to a visual in an analysis, the visual will automatically be hidden.

To insert a carousel:

1. Click the Insert button (+) > Carousel button (boxes).
2. Add charts to your carousel by selecting previously saved charts from your captures or creating new charts.
3. When finished, click Add.
4. To add or edit the cards in a carousel, click Add card in the upper-left corner of the Carousel card.

Link

You can link to other analyses or external webpages that contain related content by inserting a link card.

To insert a link:

1. Click the Insert button (+) > Link button (paperclip).

2. In the Link dialog, do the following:

• Type the display text for your link.
• Type the name of the analysis you want to link to or the URL of the webpage.
• Optional: For analysis links, change how the link preview looks.
• When finished, click Save changes.

Note: 

• Leave the Display text box blank if you want to use the name of the analysis as the display text.
• Before you search for an analysis, you'll find a list of the five analyses that you most recently viewed.
• Search results include all Guidebook analyses, analyses that you own, and analyses that have been shared with you.
• The default URL scheme for external webpages is https.

Image

You can add a JPG, PNG, or GIF image, such as your company logo, to your analysis by inserting an image card. Images must be smaller than 5 MB.

To insert an image:

1. Click the Insert button (+) > Image button (portrait).
2. Select an image to upload.
3. Optional: Enter alternative text that describes the image for visually impaired users.
4. Click Add image.
5. Optional: Adjust the width between Half width (half-filled box) or Full width (empty box).

To replace an image:

1. Hover over the image card and click the Edit button (pencil).
2. Click the Delete button (trash can).
3. Select or drag in a new image.
4. Click Add image.

Changing the layout

You can customize the layout of your analysis by changing the width of the columns and rearranging the cards.

Resize columns

To resize columns, click the dotted line and drag it to the desired width.

Note:  

• Chart cards will appear differently based on the width of the column. As the columns narrow, the cards will be optimized for readability:

o Legends will be hidden from visual cards.

o Some chart items will become hidden on visual cards.

o The names and values on metric cards will stack on top of each other.

• The minimum width of visual cards depends on the visual type that is displayed. For example, a Breakdown visual card has a smaller minimum width than an organization visual card.

Move cards

To move cards, do one of the following:

To Drag and drop - Hover over the card until the cursor changes to the icon. Then click and drag the card to the desired location.

Note: If you’re having trouble getting the Grip icon to appear, try moving your cursor closer to the Move button.

When moving cards, the blue horizontal and vertical lines indicate a drop zone and shows you where the card will be placed.

To Cut and paste - Hover over the card and click the Cut button (scissor). Hover over the location where you want to paste the card and then click the Insert button (+) > Paste button (clipboard).

Customizing viewer settings

Note: These settings determine how users can interact with your analysis.

When you've finished adding content, you can change the following settings to control whether viewers can change the analysis context.

• Set a Driving Subject to allow viewers to add filters on the analysis level. If applicable, filters will be applied to all charts in the analysis. 
• Remove the local context (filters that were applied at the time of creation) from the charts in your analysis. 
• Refresh analysis data to have charts in the analysis show data for the latest time period or a specific time period.