可视化人员查询Visualize person queries

分析师可以通过查找改进组织中团队合作的方法。Analysts can be tasked with finding ways to improve teamwork in their organization. 例如,您可能希望发现成员在下班后定期工作的团队,或似乎没有足够的焦点时间的团队。For example, you might want to discover teams whose members regularly work longer after hours or who don't seem to have enough focus time. 为了帮助您完成此任务,工作区分析提供了 Person 查询,其中包含许多标准和自定义的指标,可帮助您执行此类分析。To help you in this task, Workplace Analytics offers the Person query, which includes a number of standard and custom metrics that can help you perform analyses of this kind.

在创建和运行人员查询之后,可以在不离开工作区分析的情况下,以) 图表的形式 (查看其结果。After you create and run a Person query, you can view its results (in the form of charts) without leaving Workplace Analytics. 您可以通过将图表重点放在查询中使用的任何指标或已上载的任何组织数据属性上,来优化结果视图。You can refine your results view by having the charts focus on any of the metrics that you used in the query or on any organizational data attributes that have been uploaded. 以下各节介绍了这些步骤:These steps are described in the following sections:

除了这些功能之外,您仍可以选择导出结果以在数据可视化工具(如 POWER BI)中查看它们。In addition to these capabilities, you still have the option of exporting results to view them in a data visualization tool such as Power BI.

Note

您的查询结果可能指示可从目标 更改计划 计划中受益的员工组。Your query results might indicate groups of employees that could benefit from a targeted change plan plan. 您可以从查询结果显示开始创建这样的计划。You can create such a plan by starting with the query results display. 有关详细信息,请参阅 Optional: Create a planFor more information, see Optional: Create a plan.

运行查询并查看结果Run a query and view results

角色: 分析师Role: analyst

  1. 打开 工作区分析Open Workplace Analytics. 如果出现提示,请输入你的工作凭据。If prompted, enter your work credentials.

  2. 展开 " 分析",选择 " 查询",然后选择 " 人员查询"。Expand Analyze, select Queries, and select Person query.

  3. 定义和运行人员查询。Define and run a person query. 有关详细信息,请参阅 人员查询For more information, see Person queries.

  4. 查询完成后,打开 " 结果 " 选项卡。After the query finishes, open the Results tab.

  5. 在查询结果的行中,选择 " 可视化 " 选项:In the row of the query's results, select the Visualize option:

    具有可视化效果的查询行

    这将在 "工作区分析" 的 "查询 > 结果" 区域中打开 "交互式数据" 页面。This opens the Interactive Data page in the Queries > Results area of Workplace Analytics. 在此页面上,您可以使用图表浏览查询的输出:On this page, you can use charts to explore the output of your query:

    结果图表

    将自动创建查询结果的默认可视化效果,并将其另存为名为 "原始" 的图表。A default visualization of the query result is automatically created and saved as a chart with the name "Original." 这是根据 " 页面设置" 中的默认值设置格式的柱形图。This is a column chart that is formatted according to the default values in Page settings. "已保存的 图表 " 区域中列出了所有已保存的图表,包括 "原始"。All saved charts, including "Original," are listed in the Saved charts area.

    若要更改这些结果的显示方式,请参阅 自定义数据可视化To change the way these results are presented, see Customize your data visualization. 修改可视化项之后,可以保存修改后的版本;请参阅 保存图表After you have modified a visualization, you can save the modified version; see Save your charts.

自定义数据可视化Customize your data visualization

角色: 分析师Role: analyst

以下步骤都是可选的。The following steps are all optional. 您可以使用它们以不同方式优化查询结果的视图。You can use them to refine your view of the query results in various ways.

  1. 修改筛选器和指标。Modify filters and metrics. 使用 " 页面设置 " 面板可修改日期范围、应用的筛选器、您希望在图表中包含的指标以及所显示的组数。Use the Page settings panel to modify the date range, the filters that are applied, the metrics that you want included in your chart, and the number of groups that are displayed. 请注意,您正在查看的图表类型可能会影响可供您使用的视图选项。Note that the kind of chart you are viewing could affect the view options that are available to you. 有关使用这些设置的详细信息,请参阅 页面设置和筛选器For more information about using these settings, see Page settings and filters.

  2. 更改图表属性。Change chart attributes. 使用图表工具栏更改图表类型或图表的排序次序。Use the chart toolbar to change the chart type or the chart’s sort order. 某些选项仅适用于某些图表类型。Some options are available only with certain chart types.  

  3. 调查组。Investigate groups. 选择图表中的特定组以激活用于深化或排除的选项。Select particular groups in the chart to activate options for drilling down or for excluding. 您选择的组将同时在图表显示和设置面板中反映出来。The groups that you select will be reflected in both the chart display and also in the settings panel. 如果更改图表类型或排序次序,组将重置。Groups will reset if you change the chart type or the sort order. 

在添加和应用筛选器并选择组时,结果页的 "图表" 部分会更新其所使用填充的概述。As you add and apply filters and select groups, the chart section of the results page updates its overview of the population that you are working with.

保存图表Save your charts

角色: 分析师Role: analyst

交互式数据 页上,当您 自定义可视化效果 以以各种方式反映查询结果时,可以将这些可视化效果保存为图表。On the Interactive Data page, as you customize visualizations to reflect the results of a query in various ways, you can save those visualizations as charts. 将保存所有更改,包括对图表类型的修改、向下钻取的结果或 页面设置 筛选器的应用。All changes are saved, including modifications to the chart type, the results of drilling down, or the application of a Page settings filter.

  1. 在 " 交互式数据 " 页上,若要保存已创建的图表,请选择 " 另存为:"On the Interactive Data page, to save a chart that you have created, select Save as:

    交互式数据另存为

    命名图表后,它将作为新项目显示在图表区域左侧的 " 已保存的图表 " 列表中。After you name the chart, it appears as a new item in the Saved charts list to the left of the chart area.

    交互式数据图表另存为

  2. 若要保存对已保存图表的新修改,请选择 " 保存":To save new modifications to a chart that you have already saved, select Save:

    交互式数据保存选项

Note

如果您的 web 浏览器在您修改图表时停止响应,则不会丢失进度。If your web browser stops responding while you are modifying a chart, you will not lose your progress. 这是因为更改将在您工作时自动保存。This is because changes are auto-saved as you work. 下次打开 交互式数据 页面以查看此查询的可视化效果时,将向您提供这些功能。They will be available to you the next time you open the Interactive Data page to see visualizations of this query.

可选:创建计划Optional: Create a plan

查询可用作确定要改进的机会的方法以及将受益的小组。Queries can serve as a means to identify opportunities for improvement and the groups who would benefit. 利用查询可视化功能,可以查找并保存在查询结果中发现的机会。Query visualization lets you find and save opportunities that you've discovered in the query results. 然后,可以使用这些商机在工作区分析的 " 计划 " 区域中创建计划,从而对这些商机采取行动。Then, you can act on those opportunities by using them to create a plan in the Plans area of Workplace Analytics.

有关计划的详细信息,请参阅 Workplace Analytics 计划For more information about plans, see Workplace Analytics plans.

角色: 人员Role: Analyst

  1. 在可视化查询结果时,通过在图表中单击来选择一个或多个组。While visualizing a query result, select one or more groups by clicking them in a chart. 在下面的示例中,选择了五个财务组 (选定的组以浅灰色) 显示:In the following example, five finance groups are selected (selected groups are shown in light gray):

    选定了组的查询结果图表

    记下所选组的大小。Note the size of the selected groups. 在这种情况下,所选组的总大小为71个成员:In this case, total size of the selected groups is 71 members:

    总组大小

    由于查询可视化会遵循为您的组织设置的 最小组大小 ,因此组大小很重要。The group size is important because query visualization adheres to the minimum group size that has been set for your organization. 如果选择了小于最小组大小的组,则会看到一条警告,指出 "筛选器组的大小低于最小值"。If you've selected a group smaller than the minimum group size, you see a warning that the "filter group is below the minimum size."

  2. 在选择了达到或超过最小组大小的组或组后,选择 " 提交组"。After you have a group or groups selected that meet or exceed the minimum group size, select Submit group.

  3. 在 " 设置新计划 " 窗格中,为您指定的组选择适当的计划类型,然后选择 " 立即启动"。On the Set up new plan pane, select an appropriate plan type for the group that you designated and select Start now.

  4. 选择 " 验证 " 以验证所选的组。Select Validate to validate the selected group. 如果计划参与者的电子邮件地址出现故障或者缺少参与者的许可证,则工作区分析将显示警告。Workplace Analytics displays warnings if the email addresses of plan participants are faulty or if participants' licenses are missing. (有关详细信息,请参阅 验证。 ) (For more information, see Validation.)

    如果验证失败,则可以返回到查询结果,并选择其他组或其他组,或重新开始。If validation fails, you can return to your query results and select a different group or additional groups, or start over. 在后续的组选择之后,必须再次选择 " 验证"   。After any subsequent group selection, you must select Validate again. 验证成功后,请转到下一步。After validation succeeds, go to the next step.

  5. 验证你的组后,你现在可以启动更改计划。With your group validated, you can now start a change plan. 请参阅 plan :演练的 "开始计划"部分。See the Start the plan section of Plans: walkthrough.

  6. 在计划开始并正在进行时,您可以跟踪其进度;有关详细信息,请参阅 跟踪计划After the plan starts and is underway, you can track its progress; for more information, see Track plans. 若要了解参与者的观点中的计划,请参阅 规划参与者的体验To learn about the plan from the participants' perspective, see The experience of plan participants.