This topic describes the Finance and Operations - Compensation and Benefits Power BI content. It explains how to access the reports that are included in the content pack, and provides information about the data model and entities that were used to build the content pack.
Accessing the content pack
You can find the Compensation and Benefits content pack in the Shared assets library in Microsoft Dynamics Lifecycle Services (LCS). For more information about how to download the content pack and connect it to your Microsoft Dynamics 365 for Finance and Operations data, see Power BI content in LCS from Microsoft and your partners.
Reports that are included in the content pack
After you’ve connected the content pack to your Finance and Operations data, the reports show your organization’s data. If you’ve never used Microsoft Power BI before, you can learn more about it on the Guided Learning page for Power BI. The reports that are included in the content pack have both charts and tables that contain additional information. The following table describes the reports.
|Comp and Benefits Analysis||Hourly and salaried employees by company, average hourly pay, average salaried pay, employees by employment type, and plan enrollment|
|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.
Understanding the data model and entities
Finance and Operations data is used to populate the reports in the Compensation and Benefits content pack. The following table shows the entities that the content pack was based on.
|Entity||Contents||Relationships with other entities|
|Workforce_CalendarOffset||Calendar offsets to slice reports||Workforce_PastPositionAssignment Workforce_PositionTrend Workorce_WorkerTrend Workforce_TerminatedWorker|
|Workforce_Company||Companies to filter reports by||Workforce_CurrentCompensation Workforce_CurrentWorker Workforce_TerminatedWorker Workorce_WorkerTrend|
|Workforce_Compensation||Pay rate and frequency over time||Workforce_CurrentCompensation Workforce_CurrentWorker Workforce_TerminatedWorker Workorce_WorkerTrend|
|Workforce_CurrentCompensation||Pay rate and frequency as of the current date||Workforce_Company Workforce_Compensation Workforce_Demographics Workforce_Job Workforce_Position|
|Workforce_CurrentPosition||Positions as of the current date, full-time equivalent (FTE), open positions, and open-to-filled positions||Workforce_Job Workforce_Position|
|Workforce_CurrentWorker||Workers as of the current date, age, and headcount||Workforce_Company Workforce_Compensation Workforce_GeographicLocation Workforce_Performance Workforce_WorkerName Workforce_ReportsToWorkerName Workforce_WorkerTitle Workforce_Demographics Workforce_Job Workforce_Employment Workforce_Position Workforce_WorkerBenefit|
|Workforce_Date||Days, weeks, months, and years||Workforce_PastPositionAssignment Workforce_PositionTrend Workforce_TerminatedWorker Workorce_WorkerTrend|
|Workforce_Demographics||Date of birth, gender, ethnic origin, and marital status||Workforce_CurrentWorker Workforce_TerminatedWorker Workorce_WorkerTrend|
|Workforce_Employment||Start date, end date, and transition date||Workforce_CurrentWorker Workforce_TerminatedWorker Workorce_WorkerTrend|
|Workforce_GeographicLocation||City, county, postal code, and state or province||Workforce_CurrentWorker Workforce_TerminatedWorker Workorce_WorkerTrend|
|Workforce_Job||Function, type, and title||Workforce_CurrentPosition Workforce_CurrentWorker|
|Workforce_PastPositionAssignment||Assignment reason, start date, end date, and job||Workforce_CalendarOffset Workforce_Date Workforce_Job Workforce_Position|
|Workforce_Performance||Rating, description, and rating model||Workforce_CurrentWorker Workforce_TerminatedWorker Workorce_WorkerTrend|
|Workforce_Position||Department, FTE, position, position type, and title||Workforce_CurrentPosition Workforce_CurrentWorker|
|Workforce_PositionTrend||Positions over time, FTE, and job||Workforce_CalendarOffset Workforce_Date Workforce_Job Workforce_Position|
|Workforce_ReportsToWorkerName||First name, last name, and full name||Workforce_CurrentWorker Workforce_TerminatedWorker Workorce_WorkerTrend|
|Workforce_Skill||Skill, skill type, and rating|
|Workforce_TerminatedWorker||Terminated workers, termination date, title, position, and job||Workforce_Company Workforce_Compensation Workforce_GeographicLocation Workforce_Performance Workforce_WorkerName Workforce_ReportsToWorkerName Workforce_CalendarOffset Workforces_Date Workforce_WorkerTitle Workforce_Demographics Workforce_Employment Workforce_Job Workforce_Position Workforce_WorkerBenefit|
|Workforce_WorkerBenefit||Effective date, benefit option, benefit plan, and benefit type||Workforce_CurrentWorker Workforce_TerminatedWorker Workorce_WorkerTrend|
|Workforce_WorkerName||First name, last name, and full name||Workforce_CurrentWorker Workforce_TerminatedWorker Workorce_WorkerTrend|
|Workforce_WorkerTitle||Title and seniority date||Workforce_CurrentWorker Workforce_TerminatedWorker Workorce_WorkerTrend|
|Workorce_WorkerTrend||Workers over time, headcount, company, and position||Workforce_Company Workforce_Compensation Workforce_GeographicLocation Workforce_Performance Workforce_WorkerName Workforce_ReportsToWorkerName Workforce_CalendarOffset Workforces_Date Workforce_WorkerTitle Workforce_Demographics Workforce_Employment Workforce_Job Workforce_WorkerBenefit|
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 pack. If you want to include additional calculations on your reports and dashboard, you can download and modify the CompensationandBenefits.pbix file from LCS. This file is the default data model that was used to create the content pack. After you've made modifications, you can create an organizational content pack and dashboard that contain the information that you’ve added.
Here are some helpful links that are related to entities and building Power BI content: