This topic describes the Finance and Operations - Organizational Training Power BI content. It explains how to access the content pack, and describes the data model and entities that were used to build the content pack.
Accessing the content pack
You can find the Organizational Training 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.
|Course Analysis||Registration by location, course attendees by status, and registration list|
|Course Types||Course types by skill|
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 Organizational Training content pack. The following table shows the entities that the content pack was based on.
|Entity||Contents||Relationships with other entities|
|Training_CalendarOffset||Calendar offsets to slice reports||Training_CourseAgenda Training_CourseAttendees|
|Training_Company||Companies to filter reports by||Training_CourseAgenda Training_CourseAttendees|
|Training_Course||Course, description, instructor name, location, room, and status||Training_CourseAgenda Training_CourseAttendees Training_CourseSkill|
|Training_CourseAgenda||Agenda, course, and start and end times||Training_Company Training_CalendarOffset Training_Date Training_Course|
|Training_CourseAttendees||Name, status, job, and registration date||Training_Company Training_CalendarOffset Training_Date Training_Demographics Training_Employment Training_Course Training_WorkerName Training_WorkerTitle Training_Job Training_Position|
|Training_CourseSkill||Skill, skill type, and level||Training_Course|
|Training_Date||Days, weeks, months, and years||Training_CourseAgenda Training_CourseAttendees|
|Training_Demographics||Date of birth, gender, ethnic origin, and marital status||Training_CourseAgenda Training_CourseAttendees|
|Training_Employment||Start date, end date, and transition date||Training_CourseAgenda Training_CourseAttendees|
|Training_Job||Function, type, and title||Training_CourseAgenda Training_CourseAttendees|
|Training_Position||Position, title, and full-time equivalent (FTE)||Training_CourseAgenda Training_CourseAttendees|
|Training_WorkerName||First name, last name, and full name||Training_CourseAttendees|
|Training_WorkerTitle||Title and seniority date||Training_CourseAttendees|
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 Training.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: