Analytics Studio

Analytics Studio is an advanced analytics workspace where you can create and share custom dashboards for your Point-In-Time and Lifecycle listening events, use Perceptyx analytics models to explore insights in your comments data, and conduct cross survey analysis. You can use the power and flexibility of Analytics Studio to streamline independent data analysis and make informed, data-driven decisions for taking action and driving improvements.

Note: Analytics Studio is available for all Administrator and Creator users.

This article walks through:

• Access Analytics Studio
• Navigate Analytics Studio
• Custom Dashboards
• Cross Survey Projects
• Comment Analysis 
• Comment Copilot

Access Analytics Studio

You can access Analytics Studio from the Analyze page in three ways:

• Click Open Analytics Studio at the top right corner of the page (opens with options to open an existing project or create a new cross survey project)

• Click Analytics Studio on an event card in the Report Eligible section (opens with the event already selected)

• Display the Actions dropdown, then click Analytics Studio for an event in the All Reports table (opens with the event already selected). 

1. In the navigation bar, click Analyze.

The Analyze page appears.

2. Choose an option to open Analytics Studio.

Open an existing project or create a new cross survey project:

1. Click Open Analytics Studio (top right).

The Welcome screen appears.

2. Click Open Project or Create New Cross Survey Project, click Next, then follow simple on screen prompts to open an existing project or select projects to create a new cross survey project.

The Analytics Studio workspace opens.

Open a new or existing project for a specific event:

1. Click Analytics Studio for a specific event in a Report Eligible event card or from the Actions dropdown for an event in the All Reports table.

The Analytics Studio workspace opens with the event selected.

Navigate Analytics Studio

When you access Analytics Studio for the first time, the workspace opens with the Create New Dashboard option selected by default. This is your canvas for quickly creating up to 5 custom dashboards. 

Note: Once you’ve added dashboards, the workspace opens displaying the first dashboard in your My Dashboards list.

The Analytics Studio workspace is divided into three main areas:

• Side Navigation Panel
  Easily switch between dashboards or access the Comment Analysis tool to analyze your data and apply filters to identify recurring themes in comments and understand the sentiments and intents behind them. You can expand or collapse the side panel by clicking the Expand icon or the Collapse icon.

Note: The Comment Analysis tool is not available for cross survey projects.

• Dashboard Workspace
  Add and customize the widgets you want to include in your dashboard. When you first access Analytics Studio, it defaults to the Create a New Dashboard workspace.

• Project Options
  Instantly start a new cross survey project or switch to another project.

Custom Dashboards

With Analytics Studio you can quickly create up to 5 custom dashboards with a maximum of 20 widgets per dashboard. 

You can use several options to customize a dashboard.

• Add Widgets

Choose from a variety of widgets and add several at one time. 

• Customize Widgets

Every widget has settings you can customize so it displays precisely the information you want to see. Customization options vary by widget type.

• Reposition Widgets

Move them wherever you want for easy viewing. Just enable layout editing and then drag and drop widgets to suit your preferences. You can edit your dashboard at any time to make sure you can view the right information at the right time.

• Apply Filters

Apply filters to help you dig deeper into results so you can focus on areas that may require action. Filters are cumulative, allowing you to quickly narrow down your results.

For more information and step-by-step instructions, see the Create Custom Results Dashboards article.

Cross Survey Projects

With the Cross Survey Project feature you can create custom dashboards with widgets from multiple listening events. Place widgets side by side to see results for a specific question or category across multiple events at a glance or use the Favorability Cross Survey Trend widget to view Favorability statistics over a period of time by question or category. Quickly see how experiences at key employee journey milestones affect measures like overall engagement, intent to stay, etc.  

• Add Surveys

Select up to 5 surveys per dashboard. You can change them as needed.

• Add and Customize Widgets

As with single event dashboards, you can choose from a variety of widgets and customize them to display specific information. Each widget displays the name of the survey it is showing information for, as well as the data category and survey question or demographic, as applicable.

• Reposition Widgets

Move them wherever you want for easy viewing. Just enable layout editing and then drag and drop widgets to suit your preferences. You can edit your dashboard at any time to make sure you can view the right information at the right time.

For more information and step-by-step instructions, see the Use Cross Survey Analysis article.

Comment Analysis 

For single survey projects you can use the Comment Analysis tool to quickly discover actionable insights from your comment data. 

The upper half of the workspace displays a question dropdown, the themes detected among the comments for the selected question, as well as the sentiment breakdown, intent breakdown, and the top 5 co-occurrence themes. 

The All Comments section in the lower half of the workspace displays all the comments received for the selected question. You can use the items in the upper half of the screen to select different questions you want to view comments for and to filter the comments in the lower half of the screen to discover important insights:

Easy to use features help you mine your comment data for important insights:

• Easily Switch Questions

Use the question dropdown at the top of the workspace to choose any open-ended question from the survey. All the sections on screen update to reflect the responses for the selected question.

• Filter by Theme

Click a theme in the Filter by Theme list to filter the comments by a specific theme. The sentiment breakdown, intent breakdown, and co-occurrence themes sections also update to reflect details for the selected theme. You can also view the list of themes as a word cloud by enabling the Wordcloud toggle. Clicking a theme in the word cloud has the same effect as clicking a theme in the list view.

• Filter by Sentiment, Intent, or Co-Occurring Themes

Easily filter the comments by sentiment, intent, or co-occurrence theme by clicking an option in the Sentiment Breakdown, Intent Breakdown, or Co-Occurrence Themes sections, respectively. These filters narrow the scope of the comments to those expressing specific sentiments (positive, neutral, negative), specific intents (Praise & Approval, Should & Suggest, Wants & Preferences, Needs & Concerns, Angry & Unfair), or specific co-occurring themes. You can apply multiple filters.

For more information and step-by-step instructions, see the Use Comment Analysis article. 

Comment Copilot

Comment Copilot lets you harness the power of OpenAI to quickly summarize employee comment feedback for a selected theme. With a single click, Comment Copilot identifies key sentiments, victories, challenges, and areas for improvement, helping you to effectively focus your action planning process. 

Note: The availability of Comment Copilot depends on your purchased features.

If available for your organization, a Comment Copilot tab displays in the All Comments section. Simply select a theme from the Filter by Theme list, click the Copilot tab, and select a summary option:

• Overall Summary

• Top 5 Victories

• Top 5 Challenges

• Top 5 Ways to Improve

For more information and step-by-step instructions, see the Use Comment Copilot article.