Analysis of Review Data Using Microsoft Excel


As an HR administrator or executive, you often need to perform additional analysis on the results of annual reviews or other employee surveys.  PerformYard offers a rich set of data lists and self-service reporting capabilities built into the application.  These built-in capabilities can be combined with the analytical capabilities of Excel or Google Sheets to perform more advanced analyses using PIVOT tables or the rich set of functionality available in spreadsheet and BI tools.  The Review Report offers the ability to export a report's content into a spreadsheet-friendly CSV file.

For example, an HR administrator may want to produce an analysis that shows overall employee scores grouped and summarized on two levels, once by the department and a secondary grouping by the manager, to identify potential differences in scoring approaches or potential grading biases between different managers or departments.

Export a Review Report to CSV

The report builder allows the download of the current report directly to a CSV file for use in your preferred spreadsheet or BI tool.  Click the Download CSV button to download the current report as a CSV file.  One can also directly download a report as a CSV file from the report list. The resulting CSV file will honor any applied filters and sorting preferences for the report and include all currently selected columns.

The resulting CSV file will be named as a combination of the report title and today's date.  

Please note that it may take a few seconds and possibly longer for larger reports for the download to appear in your browser's downloaded files list.  

Using Excel Pivot Table

Now that the contents of the Review Report have been exported to a CSV file, they can easily be imported into your favorite spreadsheet or BI tool.  Instructions for Excel follow.

Import CSV File

From the Excel file menu, select import and choose the file type of CSV.  Remember to set your delimiter to comma-delimited instead of Tab-delimited (which Excel tends to default to.)

Create PIVOT Table

Excel makes it easy to create a PIVOT table from a detailed data set like the one provided by the Review Report export.  For example, to summarize and analyze answers for an overall employee rating per department and manager, create a new PIVOT table that includes the necessary columns of information, including the subject, the manager, the group, and the question in question.  One can also select all columns to allow for quickly changing the analysis.  

In the example above, Michael Scott's team appears to have lower scores on average (3.5) vs. the company-wide average of 3.75.

Create Chart

Excel also supports the concepts of Pivot Charts in addition to Pivot Tables.  One can easily add a chart linked to the PIVOT table by adding a Pivot chart from the PivotTable Analyze tab in excel.

Other Useful References

  • Excel Help & Training: Import CSV here.
  • Excel Help & Training: Creating Pivot Tables in Excel here.