Engagement and Exit

Survey, participation, segment, climate, driver, and exit-survey measures.

9 pages · Power BI

These dashboards use synthetic workforce data. Values illustrate the report design.

Choose page — 1 Survey summary

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1 Survey summary

DAX definitions

Exact source expressions and direct measure dependencies for the selected page.

Change in Favorable % (points)

SurveyResponse · Year over Year

IF(ISBLANK([Favorable %]) || ISBLANK([Favorable % (Prior Wave)]), BLANK(), [Favorable %] - [Favorable % (Prior Wave)])

Direct dependencies: Favorable %, Favorable % (Prior Wave)

Engagement Favorable %

SurveyResponse · Scores

CALCULATE([Favorable %], KEEPFILTERS(SurveyResponse[factor] = "Engagement"))

Direct dependencies: Favorable %

Favorable %

SurveyResponse · Scores

IF([Respondents] >= 10, DIVIDE(CALCULATE(SUM(SurveyResponse[favorable]), KEEPFILTERS(SurveyResponse[wave] = 2023)), [Responses]), BLANK())

Direct dependencies: Respondents, Responses

Favorable % (Prior Wave)

SurveyResponse · Year over Year

IF([Respondents (Prior Wave)] >= 10, DIVIDE(CALCULATE(SUM(SurveyResponse[favorable]), KEEPFILTERS(SurveyResponse[wave] = 2022)), CALCULATE(COUNTROWS(SurveyResponse), KEEPFILTERS(SurveyResponse[wave] = 2022))), BLANK())

Direct dependencies: Respondents (Prior Wave)

Illustrative Benchmark % (Industry median)

SurveyResponse · Benchmarks

IF(HASONEVALUE(SurveyResponse[factor]), LOOKUPVALUE(Benchmarks[favorablePct], Benchmarks[cohort], "Industry median", Benchmarks[factor], SELECTEDVALUE(SurveyResponse[factor])), BLANK())

Direct dependencies: None

Illustrative Benchmark % (Top quartile)

SurveyResponse · Benchmarks

IF(HASONEVALUE(SurveyResponse[factor]), LOOKUPVALUE(Benchmarks[favorablePct], Benchmarks[cohort], "Top quartile", Benchmarks[factor], SELECTEDVALUE(SurveyResponse[factor])), BLANK())

Direct dependencies: None

Manager Favorable %

SurveyResponse · Scores

CALCULATE([Favorable %], KEEPFILTERS(SurveyResponse[isManagerItem] = "Yes"))

Direct dependencies: Favorable %

Respondents

SurveyResponse · Participation & Volume

VAR __n = CALCULATE(DISTINCTCOUNT(SurveyResponse[respondentId]), KEEPFILTERS(SurveyResponse[wave] = 2023)) RETURN IF(__n >= 10, __n, BLANK())

Direct dependencies: None

Respondents (Prior Wave)

SurveyResponse · Participation & Volume

CALCULATE(DISTINCTCOUNT(SurveyResponse[respondentId]), KEEPFILTERS(SurveyResponse[wave] = 2022))

Direct dependencies: None

Responses

SurveyResponse · Participation & Volume

CALCULATE(COUNTROWS(SurveyResponse), KEEPFILTERS(SurveyResponse[wave] = 2023))

Direct dependencies: None

Survey Status Text

SurveyResponse · Report Views

IF([Respondents] < 10, BLANK(), FORMAT([Respondents], "#,0") & " people answered. Engagement is " & IF(ISBLANK([Engagement Favorable %]), "not measured in this view", FORMAT([Engagement Favorable %], "0.0%") & " favorable") & " and the manager items " & IF(ISBLANK([Manager Favorable %]), "are not in this view", FORMAT([Manager Favorable %], "0.0%") & " favorable") & "; across all items " & FORMAT([Favorable %], "0.0%") & " are favorable (" & IF(ISBLANK([Change in Favorable % (points)]), "no prior-year comparison here", FORMAT([Change in Favorable % (points)] * 100, "+0.0;-0.0") & " points vs last year") & ").")

Direct dependencies: Respondents, Engagement Favorable %, Manager Favorable %, Favorable %, Change in Favorable % (points)