Analyzing questionnaire results


The functionality noted in this article is currently available in both the stand-alone Dynamics 365 Human Resources and the merged Finance infrastructure. Navigation might be different than noted while we make updates. If you need to find a specific page, you can use Search.

Applies to these Dynamics 365 apps:
Human Resources

Questionnaire statistics can be used to calculate averages, totals, and percentages based on a set of demographic data. To begin this procedure, go to Questionnaire > View and analyze results > Questionnaire statistics. The demo data company used to create this procedure is USMF.

Create a Questionnaire statistics record

  1. Go to Questionnaire statistics.
  2. Click New.
  3. In the list, mark the selected row.
  4. In the Statistics field, type a value.
  5. In the Description field, type a value.
  6. In the Questionnaire field, click the drop-down button to open the lookup.
  7. In the list, click the link in the selected row.
  8. Click the General tab.
    • Select if you want to include anonymous results or results from workers, contacts, and applicants.
  9. Select or clear the Worker check box.
    • If you will be viewing the results by seniority or age, specify the intervals that you would like to use for grouping the results.
    • Entering a 5 for the age interval will group the results based on five-year age intervals.
  10. In the Age field, enter a number.
    • Select if you want to run the calculation against the entire questionnaire, for each result group, for each question, or for each question row.
    • Select how you would like to group the results.
    • For example, if you calculate the average points per question, you may want to see the questions grouped by Result group.
    • Select the data to base the calculation on.
    • For example, if you want to see the average percent received on the questionnaire across your workers versus the average number of points achieved across your workers.
  11. Click the Range tab.
    • Use ranges to limit your result set to only those meeting the Range criteria.
  12. Click the Grouping by tab.
    • Use Groupings to determine how the results should be displayed.
    • For example, group the results first by gender, then by age.
  13. In the list, find and select the desired record.
    • Move the groupings into the Selected side and place them in the desired order.

Execute the statistics calculation

  1. Click Execute.
    • Select which calculation function you would like to perform on the results.
    • For example, calculate the average percentages across the questionnaire for the selected groupings or total the points across the result groups for the selected groupings.
  2. Select or clear the Delete previous searches check box.
  3. Click OK.

View the results of the questionnaire statistics run.

  1. Click Result.
  2. Click Result.
  3. Close the page.