Benefits Power BI content

This topic describes the Benefits Microsoft Power BI content. It explains how to access the reports that are included, and provides information about the data model and entities that were used to build the content.

Accessing the Power BI content

The Benefits Power BI content is shown in the Benefits management workspace if you use one of the following products:

  • Microsoft Dynamics 365 for Finance and Operations, Enterprise edition July 2017 update
  • Microsoft Dynamics 365 for Talent

Reports that are included in the Power BI content

The reports that are included in the Benefits Power BI content have both charts and tables that contain additional information. The following table describes the reports.

Report Contents
Benefit Enrollment Overview Most and least enrolled plans, enrollment by employee group, and selected benefit plan options
Employee Benefits Employee enrollment by selected benefit

You can filter the charts and tiles on these reports, and pin the charts and tiles to the dashboard. For more information about how to filter and pin in Power BI, see Create and Configure A Dashboard.

Extending the Power BI content

By using the content packs that are available in Microsoft Dynamics Lifecycle Services (LCS), you can provide great analytics to people who don't sign in to Finance and Operations. You can modify these content packs so that they include other reports or visuals, and then publish the content packs to your Power BI.com tenant for analysis.

You can find the Benefits Power BI content in the Shared assets library in LCS. For more information about how to download the content and implement it in your organization, see Power BI content in LCS from Microsoft and your partners. To watch a demo that shows how to implement the Power BI content, see the Power BI content from Microsoft and your partners in Dynamics Lifecycle Services Office Mix.

Note

The .pbix files available in Lifecycle Services apply to Finance and Operations only.

Understanding the data model and entities

The following data is used to fill the reports in the Benefits Power BI content. This table shows the entities that the content was based on.

Entity Contents Relationships with other entities
Calendar Offset Calendar offsets to slice reports Past Position Assignment, Position Trend, Employee Trend, Terminated Employee
Company Companies to filter reports by Current Compensation, Current Employee, Terminated Employee, Employee Trend
Compensation Pay rate and frequency over time Current Compensation, Current Employee, Terminated Employee, Employee Trend
Current Compensation Pay rate and frequency as of the current date Company, Compensation, Demographics, Job, Position
Current Position Positions as of the current date, full-time equivalent (FTE), open positions, and open-to-filled positions Job, Position
Current Employee Workers as of the current date, age, and headcount Company, Compensation, Geographic Location, Employee Name, Reports To, Employee Title, Demographics, Job, Employment, Position, Benefits
Date Days, weeks, months, and years Past Position Assignment, Position Trend, Terminated Employee, Employee Trend
Demographics Date of birth, gender, ethnic origin, and marital status Current Employee, Terminated Employee, Employee Trend
Employment Start date, end date, and transition date Current Employee, Terminated Employee, Employee Trend
Geographic Location City, county, postal code, and state or province Current Employee, Terminated Employee, Employee Trend
Job Function, type, and title Current Position, Current Employee
Past Position Assignment Assignment reason, start date, end date, and job Calendar Offset, Date, Job, Position
Position Department, FTE, position, position type, and title Current Position, Current Employee
Position Trend Positions over time, FTE, and job Calendar Offset, Date, Job, Position
Reports To First name, last name, and full name Current Worker, Terminated Employee, Employee Trend
Terminated Employee Terminated employees, termination date, title, position, and job Company, Compensation, Geographic Location, Employee Name, Reports To, Calendar Offset, Date, Employee Title, Demographics, Employment, Job, Position, Benefits
Benefits Effective date, benefit option, benefit plan, and benefit type Current Name, Terminated Employee, Employee Trend
Employee Name First name, last name, and full name Current Employee, Terminated Employee, Employee Trend
Employee Title Title and seniority date Current Employee, Terminated Employee, Employee Trend
Employee Trend Workers over time, headcount, company, and position Company, Compensation, Geographic Location, Employee Name, Reports To, Calendar Offset, Date, Employee Title, Demographics, Employment, Job, Benefits

These entities were used to create calculated measures in the data model. These calculated measures are then used to calculate the key performance indicators (KPIs) and reports that are used in the content. If you want to include additional calculations on your reports and dashboard, you can download and modify the .pbix file from LCS. This file is the default data model that was used to create the content. After you've made modifications, you can create an organizational content pack and dashboard that contain the information that you’ve added.