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This function scans a standard Person query output for groups with high levels of a given Viva Insights Metric. Returns a plot by default, with an option to return a table with all groups (across multiple HR attributes) ranked by the specified metric.

Usage

create_rank(
  data,
  metric,
  hrvar = extract_hr(data, exclude_constants = TRUE),
  mingroup = 5,
  return = "table",
  mode = "simple",
  plot_mode = 1
)

Arguments

data

A Standard Person Query dataset in the form of a data frame.

metric

Character string containing the name of the metric, e.g. "Collaboration_hours"

hrvar

String containing the name of the HR Variable by which to split metrics. Defaults to "Organization". To run the analysis on the total instead of splitting by an HR attribute, supply NULL (without quotes).

mingroup

Numeric value setting the privacy threshold / minimum group size. Defaults to 5.

return

String specifying what to return. This must be one of the following strings:

  • "plot" (default)

  • "table"

See Value for more information.

mode

String to specify calculation mode. Must be either:

  • "simple"

  • "combine"

plot_mode

Numeric vector to determine which plot mode to return. Must be either 1 or 2, and is only used when return = "plot".

  • 1: Top and bottom five groups across the data population are highlighted

  • 2: Top and bottom groups per organizational attribute are highlighted

Value

A different output is returned depending on the value passed to the return

argument:

  • "plot": 'ggplot' object. A bubble plot where the x-axis represents the metric, the y-axis represents the HR attributes, and the size of the bubbles represent the size of the organizations. Note that there is no plot output if mode is set to "combine".

  • "table": data frame. A summary table for the metric.

Author

Carlos Morales Torrado carlos.morales@microsoft.com

Martin Chan martin.chan@microsoft.com

Examples

pq_data_small <- dplyr::slice_sample(pq_data, prop = 0.1)

# Plot mode 1 - show top and bottom five groups
create_rank(
  data = pq_data_small,
  hrvar = c("FunctionType", "LevelDesignation"),
  metric = "Emails_sent",
  return = "plot",
  plot_mode = 1
)


# Plot mode 2 - show top and bottom groups per HR variable
create_rank(
  data = pq_data_small,
  hrvar = c("FunctionType", "LevelDesignation"),
  metric = "Emails_sent",
  return = "plot",
  plot_mode = 2
)


# Return a table
create_rank(
  data = pq_data_small,
  metric = "Emails_sent",
  return = "table"
)
#> # A tibble: 18 × 4
#>    hrvar               group                  Emails_sent     n
#>    <chr>               <chr>                        <dbl> <int>
#>  1 LevelDesignation    Manager                       62.3     9
#>  2 SupervisorIndicator Manager                       62.3     9
#>  3 FunctionType        Sales                         60.4     5
#>  4 Organization        Finance                       50.3    19
#>  5 FunctionType        Customer_Service              48.3     7
#>  6 FunctionType        Analytics                     47.7     9
#>  7 FunctionType        G_and_A                       41.6     5
#>  8 Organization        Sales and Marketing           40.2    19
#>  9 FunctionType        Marketing                     40       9
#> 10 FunctionType        R_and_D                       38.5     9
#> 11 Organization        HR                            37.9    15
#> 12 LevelDesignation    Senior IC                     37.5    16
#> 13 FunctionType        Engineering                   36.5    19
#> 14 LevelDesignation    Support                       35.3    32
#> 15 SupervisorIndicator Individual Contributor        34.8    56
#> 16 Organization        Product                       34.5    15
#> 17 LevelDesignation    Junior IC                     27.1     8
#> 18 FunctionType        IT                            25.9     5

# \donttest{
# Return a table - combination mode
create_rank(
  data = pq_data_small,
  metric = "Emails_sent",
  mode = "combine",
  return = "table"
)
#> # A tibble: 48 × 4
#>    hrvar    group                                              Emails_sent     n
#>    <chr>    <chr>                                                    <dbl> <int>
#>  1 Combined [LevelDesignation] Manager [SupervisorIndicator] …        62.3     9
#>  2 Combined [LevelDesignation] Senior IC [SupervisorIndicator…        37.5    16
#>  3 Combined [LevelDesignation] Support [SupervisorIndicator] …        35.3    32
#>  4 Combined [LevelDesignation] Junior IC [SupervisorIndicator…        27.1     8
#>  5 Combined [LevelDesignation] Senior IC [Organization] Produ…        39.8     5
#>  6 Combined [LevelDesignation] Support [Organization] HR              39.4    10
#>  7 Combined [LevelDesignation] Senior IC [Organization] Finan…        38.9     5
#>  8 Combined [LevelDesignation] Support [Organization] Finance         35.6     7
#>  9 Combined [LevelDesignation] Support [Organization] Product         35.2     7
#> 10 Combined [LevelDesignation] Support [Organization] Sales a…        30.2     8
#> # ℹ 38 more rows
# }