How to export the heatmap view from your survey results
While you can directly share the survey results with other team members within the product, admins might want to export just the survey heatmap to include in presentations or to send a specific view of the data to others directly.
Survey Admins can view and export the heatmap at any time after the survey is launched, as soon as the anonymity threshold has been reached for your questions or themes.
Currently, we allow exporting the heatmap to an Excel file. To do so,
Step 1: Navigate to the Admin page found at the bottom of the discovery navigation.
Step 2: Click on "Surveys" > "Auditing" under the Engagement section in the secondary navigation.
Step 3: Find the survey you would like to see results for and click on it.
Step 4: Toggle to whether you want to view your data by theme or by a question, and then toggle to the "Heatmap" view. Then choose what you want to group by (gender, department, etc.), filters that you might want to be applied, whether you want to see absolute scores or deltas.
Step 5: Click "Export XLSX" and then select "Export Heatmap."
This will export the heatmap as you see it in Lattice to an Excel file. (A heatmap grouped by age group across each theme is seen below):
You can export heatmaps for both Themes and Questions by toggling on the lefthand side and then clicking on "Export XLSX" on the right.
Why Would I Want to Export My Heatmap?
After exporting your heatmap to Excel, you can edit the Excel file in any way you choose, deleting unwanted columns or rows. Then, it's easy to select the data that you want to present and copy the cells into a PowerPoint presentation for an all-hands meeting or a leadership meeting.