Organizational Training Power BI content

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.

Report Contents
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.

Additional resources

Here are some helpful links that are related to entities and building Power BI content: