Moving average - Understanding report logic and data aggregation

Moving average 

Under Settings / General, you can find the settings for the Moving average. 

Moving average is a way to average out fluctuations in survey results by looking at data from a defined time period. The purpose of this is to create a complete overview of the result and to quickly be able to see trends and developments but at the same time not make the trends shift in an unstable way that is not correctly reflecting changes in the organization.

By default, the moving average period is set to 12 weeks but it can be reconfigured according to your preferences. However, we recommend having the default value of 12 weeks. 

  • Include non-pulse surveys in moving average

    This toggle determines if non-pulse surveys should be part of the moving average. This means that you will get combined/aggregated results when using a combination of both pulse and non-pulse surveys, or just non-pulse surveys that fall within the moving average period. 

    By default this toggle is active. In most cases, this is desired as it will present a more trustworthy trend in the reports affected. 
    However, if your organization does not desire this, this toggle can be disabled. An example of this is if you want non-pulse surveys to be generated as a stand-alone result, this toggle needs to be turned off to ensure results are not aggregated. 

  • Include eNPS question in moving average

    This toggle determines if the eNPS question should be part of the moving average.
    If active, the results of the eNPS question will be an aggregated result of the latest and previous eNPS results within the moving average period.
    If disabled, the results of the eNPS question will not be aggregated and only be based on the latest survey. By default this toggle is disabled. 

Engagement survey combinations

Different organizations use different methods of surveying their organization. Common for them all is that a data point will be showing in the trend when a survey has been sent out and performed given that there are enough results to show.

Non-pulse

For an organization that does not use pulse surveys, the reports simply present the result at one data point.

Pulse surveys

For organizations that use pulse surveys, there are smart aggregations and algorithms in place to make sure that the result is working as intended.

When utilizing pulse surveys, the data is aggregated in the reports with the influence of the latest survey and surveys within the moving average period. 

The purpose of this is to create a complete overview of the result and to quickly be able to see trends and developments but at the same time not make the trends shift in an unstable way that is not correctly reflecting changes in the organization. Please note that due to smart surveys and aggregation, a segment containing for example 10 users can have more than 10 answers for one question. An answer does not equal one user necessarily.

Simply put, our data scientists, engineers, and psychologists have developed a solution where you can focus on the result and not on math.

Combination of the two

Some organizations may perform both pulse and none pulse surveys to the same parts of the organization. In this case, the organization can choose if the non-pulse survey should be a part of the data aggregation or not. Read more about how to configure this setting here in the section "Include non-pulse in moving average" above