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Peakon
Last Updated: 2024-04-19
Example: Intersect Results for Gender and Department

Example: Intersect Results for Gender and Department

This example explains how to combine two existing attributes to create intersecting segments for more nuanced reporting. See Concept: Combination Attributes for more information.
Your team wants to conduct detailed analysis with intersecting segments from the
Gender
 and
Department
 attributes against all question sets and drivers. This can help compare genders to ensure fair and consistent practices for all.
Users with access to high level segments can also conduct a 3-way segment analysis by setting their context to a specific segment while displaying the combined attributes. Example: Switching your context to Europe (Region) as an overall filter enables you to intersect the Region, Gender, and Department attributes.
Without creating a combined attribute, it's only possible to see results per driver and filtered context either for the entire female segment or for the entire accounting segment so you want to use the combination attribute functionality to extend this.
Security: Administrator access.
  1. Go to
    Administration
    Attributes
    .
  2. Click
    Create attribute
    .
  3. Give it a name. Example: Gender x Department.
  4. Set
    Attribute type
     to
    Combination
    .
  5. Set Gender as
    Attribute 1
     and set Department as
    Attribute 2
    .
  6. (Optional) Restrict access to segments from the attribute in the
    Segment scores
     area when expanding
    Data access
    .
    If 1 of the original attributes already has a restriction, the combination attribute mirrors that setting and it's not possible to change.
    If you restrict the attribute, only users with the
    Access restricted attributes
     permission in the
    Access statistics
     area can view its results.
The attribute is now ready with intersecting segments. There's no need to backdate the newly created segments as they mirror the historical data of the original attributes and segments, in this case Gender and Department.
It's only possible to see dashboards for the segments that meet visibility thresholds.
The segments from the combination attribute automatically update when you update segments from the original 2 attributes. Example: New employees becoming part of the original segments also make them part of relevant combination segments.
Review access control group permissions if you restricted the combination attribute.