This topic describes the Workforce metrics Microsoft Power BI content. It explains how to access the Power BI reports, and provides information about the data model and entities that were used to build the content.
Accessing the Power BI content
The Workforce metrics Power BI content appears in the Personnel management workspace if you use one of these products:
- Microsoft Dynamics 365 for Finance and Operations, Enterprise edition July 2017 update
- Microsoft Dynamics 365 for Talent
Metrics that are included in the Power BI content
The following table lists the metrics that are shown on each report.
|People Metrics||Summary of other reports|
|Headcount Analysis Company, Department, Location||Headcount by company, headcount by department, headcount by location, and total headcount|
|Headcount Analysis Job, Step, Manager||Headcount by job, headcount by step, headcount by manager, and total headcount|
|Headcount Trend Analysis||Headcount this year versus last year by company and rolling headcount for the last 12 months|
|FTE Analysis||Total full-time equivalent (FTE), total assigned FTE, FTE by department, FTE for the last 12 months, and FTE by job|
|Workforce Demographics||Headcount by age and gender, headcount by ethnic origin, headcount by veteran status, headcount by marital status, number of full-time students, average tenure, average age, ratio of female to male employees, and languages spoken by employees|
|Position Analysis||Open positions by department, open-to-filled positions, active-to-inactive positions, and positions by department|
|Attrition Analysis||Attrition this year versus last year, attrition, exiting employees by age and gender, average tenure of employees leaving, employees exiting this month, and employees leaving by reason|
|People by department||Employees with a personnel number by department, position, and assignment start and end dates|
|Seniority Analysis||Average tenure, average years of service by company, and seniority list|
|Employee Anniversaries||Anniversaries this month, anniversaries next month, employees by years of service, and anniversaries, years of service by department|
|Employee Birthdays||Birthdays this month, birthdays next month, employee birthdays, and birthdays by month and department|
|Mass Hire Projects||Total mass hire projects, mass hire projects by status, mass hire projects by department and owner, mass hire projects by job, and mass hire projects|
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 Workforce metrics 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.
Be sure to download the Workforce metrics Power BI content that applies to the version of Microsoft Dynamics 365 that you're using.
The .pbix files available in Lifecycle Services apply to Finance and Operations only.
Understanding the data model and entities
The following 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 Employee, Terminated Employee, Employee Trend|
|Current Position||Positions as of the current date, FTE, open positions, and open-to-filled positions||Job, Position|
|Current Employee||Workers as of the current date, age, and headcount||Company, Geographic Location, Employee Name, Reports To, Employee Title, Demographics, Job, Employment, Position|
|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 Employee, Terminated Employee, Employee Trend|
|Terminated Employee||Terminated workers, termination date, title, position, and job||Company, Geographic Location, Employee Name, Reports To, Calendar Offset, Date, Employee Title, Demographics, Employment, Job, Position|
|Employee Name||First name, last name, and full name||Current Worker, 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, Geographic Location, Employee Name, Reports To, Calendar Offset, Date, Employee Title, Demographics, Employment, Job|
|Mass Hire Project||Number of mass hire projects, project owner, and project status||Company, Mass Hire Line|
|Mass Hire Line||Department, employment type, and position||Date, Job, Mass Hire Project|
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 Power BI 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 Power BI content. After you've made modifications, you can create an organizational content pack and dashboard that contain the information that you’ve added.