Power BI 的人力资源示例:参观Human Resources sample for Power BI: Take a tour

人力资源示例内容包中有面向人力资源部门的仪表板、报表和数据集。The Human Resources sample content pack contains a dashboard, report, and dataset for a human resources department. 在此示例中,人力资源部门跨不同公司使用相同的报表模型,即使公司所处的行业或规模不同,也不例外。In this sample, the human resources department has the same reporting model across different companies, even when they differ by industry or size. 此示例研究新员工数、在职员工数和离职员工数。This sample looks at new hires, active employees, and employees who have left. 它力求发掘雇佣策略中的任何趋势。It strives to uncover any trends in the hiring strategy. 我们的主要目标是要了解:Our main objectives are to understand:

  • 我们招聘的员工Who we hire
  • 我们招聘策略中的偏见Biases in our hiring strategy
  • 自愿离职趋势Trends in voluntary separations

人力资源示例仪表板

此示例是一系列示例的一部分,展示了如何将 Power BI 与面向业务的数据、报表和仪表板结合使用。This sample is part of a series that shows how you can use Power BI with business-oriented data, reports, and dashboards. 它是使用 obviEnce 依据真实数据(已经过匿名处理)进行创建的。It was created by obviEnce with real data, which has been anonymized. 数据可采用以下几种格式:内容包、.pbix Power BI Desktop 文件或 Excel 工作簿。The data is available in several formats: content pack, .pbix Power BI Desktop file, or Excel workbook. 请参阅用于 Power BI 的示例See Samples for Power BI.

本教程探讨了 Power BI 服务中的“人力资源示例”内容包。This tutorial explores the Human Resources sample content pack in the Power BI service. 由于报表体验在 Power BI Desktop 和服务中非常相似,因此也可以使用 Power BI Desktop 中的示例 .pbix 文件跟着本教程一起操作。Because the report experience is similar in Power BI Desktop and in the service, you can also follow along by using the sample .pbix file in Power BI Desktop.

不需要 Power BI 许可证即可在 Power BI Desktop 中查看示例。You don't need a Power BI license to explore the samples in Power BI Desktop. 如果没有 Power BI Pro 许可证,可以将该示例保存到 Power BI 服务中的“我的工作区”。If you don't have a Power BI Pro license, you can save the sample to your My Workspace in the Power BI service.

获取示例Get the sample

必须先将示例下载为内容包.pbix 文件Excel 工作簿,然后才能使用它。Before you can use the sample, you must first download it as a content pack, .pbix file, or Excel workbook.

获取内容包形式的此示例Get the content pack for this sample

  1. 打开并登录 Power BI 服务 (app.powerbi.com),然后打开要在其中保存此示例的工作区。Open the Power BI service (app.powerbi.com), sign in, and open the workspace where you want to save the sample.

    如果没有 Power BI Pro 许可证,可以将该示例保存到“我的工作区”。If you don't have a Power BI Pro license, you can save the sample to your My Workspace.

  2. 选择左下角的“获取数据” 。In the bottom-left corner, select Get Data.

    选择“获取数据”

  3. 在随即显示的“获取数据” 页上,选择“示例” 。On the Get Data page that appears, select Samples.

  4. 依次选择“人力资源示例” 和“连接” 。Select Human Resources Sample, then choose Connect.

    连接到示例

  5. 此时,Power BI 导入内容包,然后向当前工作区添加新的仪表板、报表和数据集。Power BI imports the content pack and then adds a new dashboard, report, and dataset to your current workspace.

    人力资源示例条目

获取 .pbix 文件形式的此示例Get the .pbix file for this sample

也可以将此人力资源示例下载为 .pbix 文件,这是专用于 Power BI Desktop 的文件格式。Alternatively, you can download the Human Resources sample as a .pbix file, which is designed for use with Power BI Desktop.

获取 Excel 工作簿形式的此示例Get the Excel workbook for this sample

若要查看此示例的数据源,还可以将它下载为 Excel 工作簿If you want to view the data source for this sample, it's also available as an Excel workbook. 该工作簿包含你可以查看和修改的 Power View 工作表。The workbook contains Power View sheets that you can view and modify. 若要查看原始数据,请启用“数据分析”加载项,再依次选择“Power Pivot”>“管理” 。To see the raw data, enable the Data Analysis add-ins, and then select Power Pivot > Manage. 若要启用 Power View 和 Power Pivot 加载项,请参阅从 Excel 本身内查看 Excel 示例,以了解详细信息。To enable the Power View and Power Pivot add-ins, see Take a look at the Excel samples from inside Excel itself for details.

新员工New hires

首先来了解一下新员工。Let’s explore new hires first.

  1. 在工作区中,选择“仪表板” 选项卡,并打开“人力资源示例” 仪表板。In your workspace, select the Dashboards tab, and open the Human Resources Sample dashboard.

  2. 在仪表板上,选择“新员工数、去年同期新员工数和与去年同期相比的在职员工数变化率(%)(按月)” 磁贴。On the dashboard, select the New Hire Count, New Hires Same Period Last Year, Actives YoY % Change By Month tile.

    “新员工数”磁贴

    将打开“人力资源示例”报表的新员工页。The Human Resources Sample report opens to the New Hires page.

    “新员工数”页

  3. 研究下面这些相关项:Look at these items of interest:

    • “新员工数、去年同期新员工数和与去年同期相比的在职员工数变化率(%)(按月)” 组合图显示,今年每个月雇佣的员工数都比去年多。The New Hire Count, New Hires SPLY and Actives YoY % Change by Month combo chart shows we hired more people every month this year compared to last year. 有几个月的雇佣员工数明显很多。Significantly more people in some months.
    • 按地区和种族划分的新员工计数和在职员工计数组合图可以看出,我们在东部区域招聘的员工较之更少。In the combo chart New Hire Count and Active Employee Count by Region and Ethnicity, notice we’re hiring fewer people in the East region.
    • 按年龄组划分的新员工增长率变化瀑布图显示,我们主要招聘的是年轻员工。The New Hires YoY Var by Age Group waterfall chart shows we’re hiring mainly younger people. 这种趋势可能是因大部分工作都是兼职性质所致。This trend may be due to the mostly part-time nature of the jobs.
    • “新员工数(按性别)” 饼图显示,新员工数按性别大致均分。The New Hire Count by Gender pie chart shows a roughly even split.

    还能发现更多见解吗?Can you find more insights? 例如,哪个区域的新员工数按性别不均分。For example, a region where the gender split is not even.

  4. 选择图表中的不同年龄组和性别,了解年龄、性别、区域和种族组之间的关系。Select different age groups and genders in the charts to explore the relationships between age, gender, region, and ethnicity group.

  5. 选择顶部导航栏中的“人力资源示例” ,以返回到仪表板。Select Human Resource Sample from the top navigation bar to return to the dashboard.

    返回到仪表板

比较当前在职员工数和离职员工数Compare currently active and former employees

接下来,将探索当前在职员工和离职员工的数据。Let’s explore data for currently active employees and employees who no longer work for the company.

  1. 在仪表板上,选择按年龄组划分的在职员工计数磁贴。On the dashboard, select the Active Employee Count by Age Group tile.

    “在职员工数(按年龄段)”磁贴

    将打开“人力资源示例”报表的在职员工对比离职员工页。The Human Resources Sample report opens to the Active Employees vs. Separations page.

    “在职员工数与离职员工数”页

  2. 研究下面这些相关项:Look at these items of interest:

    • 左边的两个组合图显示了,与去年同期相比在职员工数和离职员工数的变化情况。The two combo charts on the left show the year-over-year change for active employees and employee separations. 今年的在职员工数比去年多,这是由于快速雇佣所致,同时离职员工数也比去年多。We have more active employees this year due to rapid hiring, but also more separations than last year.
    • 8 月的离职员工数比其他几个月都多。In August, we had more separations compared to other months. 选择不同的年龄组、性别或区域,看看你是否能够找出任何其他不同。Select the different age groups, genders, or regions to see if you can find any outliers.
    • 我们注意到,在饼图中,在职员工数按性别和年龄段均分。Looking at the pie charts, we notice we have an even split in our active employees by gender and age groups. 选择不同的年龄段可以了解各个年龄段是否按性别均分。Select different age groups to see how the gender split differs by age. 每个年龄组中的性别划分是否都很平均?Do we have an even split by gender in every age group?

离职原因Reasons for separation

我们来看一看“编辑视图”中的报表。Let’s look at the report in Editing View. 可以将饼图更改为,显示离职员工数据,而不是在职员工数据。You can change the pie charts to show employee separations data instead of active employee data.

  1. 选择左上角的编辑报表Select Edit report in the upper-left corner.

  2. 选择按年龄组划分的在职员工计数饼图。Select the Active Employee Count by Age Group pie chart.

  3. 在“字段” 中,选择“员工数” ,以展开“员工数” 表。In Fields, select Employees to expand the Employees table. 取消选中“在职员工数” ,以删除此字段。Clear Active Employee Count to remove that field.

  4. 选择“员工数” 表中的“离职员工数” ,以将它添加到“字段” 区域中的“值” 框内。Select Separation Count in the Employees table to add it to the Values box in the Fields area.

  5. 在报表画布上,选择“离职员工数(按离职原因)” 条形图中的“自愿离职” 条形。On the report canvas, select the Voluntary bar in the Separation Count by Separation Reason bar chart.

    此条形在报表的其他视觉对象中突出显示自愿离职的员工。This bar highlights those employees who left voluntarily in the other visuals in the report.

  6. 选择“离职员工数(按年龄段)” 饼图的“50+”切片。Select the 50+ slice of the Separation Count by Age Group pie chart.

  7. 研究右下角的折线图。Look at the line chart in the lower-right corner. 此图经过筛选以显示主动离职的员工。This chart is filtered to show voluntary separations.

    超过 50 岁的离职员工数

    请注意“50+”年龄段中的趋势。Notice the trend in the 50+ age group. 今年下半年,越来越多超过 50 岁的员工选择自愿离职。During the latter part of the year, more employees over age 50 left voluntarily. 此趋势需要通过更多数据来进行进一步研究。This trend is an area to investigate further with more data.

  8. 也可以对“在职员工数(按性别)” 饼图执行相同步骤,将它更改为显示离职员工数,而不是在职员工数。You can also follow the same steps for the Active Employee Count by Gender pie chart, changing it to separations instead of active employees. 查看按性别划分的主动离职员工数据,看看你是否能找出更多信息。Look at the voluntary separation data by gender to see if you find any other insights.

  9. 选择顶部导航栏中的“人力资源示例” ,以返回到仪表板。Select Human Resource Sample from the top navigation bar to return to the dashboard. 可以选择保存对报表所做的更改。You can choose to save the changes you’ve made to the report.

差员工Bad hires

要探究的最后一个部分是差员工。The last area to explore is bad hires. 差员工定义为上班不超过 60 天就走人的员工。Bad hires are defined as employees who didn’t last for more than 60 days. 我们正在快速雇佣,但我们是否雇佣到了优秀候选员工?We’re hiring rapidly, but are we hiring good candidates?

  1. 选择差员工占按年龄组划分的在职员工比例仪表板磁贴。Select the Bad Hires as % of Actives by Age Group dashboard tile. 此时,报表打开第三个选项卡“差员工数” 。The report opens to tab three, Bad Hires.

    “差员工数在在职员工数中所占的百分比(按年龄段)”磁贴

  2. 选中左侧“区域” 切片器中的“西北” ,并选择“差员工数(按性别)” 环形图中的“男性” 。Select Northwest in the Region slicer on the left and select Male in the Bad Hire Count by Gender donut chart. 研究“差员工数” 页上的其他图表。Look at the other charts on the Bad Hires page. 我们注意到,男性差员工数比女性要多,并且 A 组中有很多差员工。Notice there are more male bad hires than females and many Group A bad hires.

    西北区域差员工数

  3. 如果研究“差员工数(按性别)” 环形图,并选中“区域” 切片器中的不同区域,就会注意到,东部区域是唯一一个女性差员工数比男性要多的区域。If you look at the Bad Hire Count by Gender donut chart and select different regions in the Region slicer, you'll notice that the East region is the only region with more female than male bad hires.

  4. 选择顶部导航栏中的仪表板名称,以返回到仪表板。Select the name of the dashboard from the top navigation bar to return to the dashboard.

在仪表板问答框中提问Ask a question in the dashboard Q&A box

在仪表板的问答问题框中,可以使用自然语言来询问数据相关问题。In the Q&A question box in the dashboard, you can ask a question about your data by using natural language. “问答”可以识别你键入的词语并指出可以在数据集的哪个位置找到答案。Q&A recognizes the words you type and figures out where in your dataset to find the answer.

  1. 选择“问答”问题框。Select the Q&A question box. 请注意,在你开始键入前,问答会显示有助于提问的一些建议。Notice that even before you start typing, Q&A displays suggestions to help you form your question.

    问答框建议

  2. 可以选择其中一个建议,也可以输入“显示东部区域去年同期差员工数(按年龄段和性别)” 。You can pick one of those suggestions, or enter: show age group, gender, and bad hires SPLY where region is east.

    问答框答案

    请注意,大多数女性差员工年龄都在 30 岁以下。Notice most of the female bad hires are under 30.

后续步骤:连接到你的数据Next steps: Connect to your data

可以在此环境中安全操作,因为能够选择不保存更改。This environment is a safe one to play in, because you can choose not to save your changes. 不过,如果确实保存了更改,可随时选择“获取数据” 来获取此示例的新副本。But if you do save them, you can always select Get Data for a new copy of this sample.

我们希望本教程已经演示 Power BI 仪表板、问答和报表如何能够帮助深入了解示例数据。We hope this tour has shown how Power BI dashboards, Q&A, and reports can provide insights into sample data. 现在轮到你了;立即连接到你自己的数据。Now it's your turn; connect to your own data. 借助 Power BI,可以连接到各种数据源。With Power BI, you can connect to a wide variety of data sources. 若要了解详细信息,请参阅 Power BI 服务入门To learn more, see Get started with the Power BI service.