適用於 Power BI 的人力資源範例:觀看導覽Human Resources sample for Power BI: Take a tour

人力資源範例內容套件包含儀表板、報表,以及人力資源部門的資料集。The Human Resources sample content pack contains a dashboard, report, and dataset for a human resources department. 在此範例中,即使產業或規模不同,每家公司的人力資源部門皆具有相同的報表模型。In this sample, the human resources department has the same reporting model across different companies, even when they differ by industry or size. 此範例著眼於新進員工、在職員工和離職員工。This sample looks at new hires, active employees, and employees who have left. 它會致力於找出雇用策略中的任何趨勢。It strives to uncover any trends in the hiring strategy. 我們的主要的目標是希望了解:Our main objectives are to understand:

  • 雇用的人員Who we hire
  • 徵才策略中的偏差Biases in our hiring strategy
  • 自願離職中的趨勢Trends in voluntary separations

人力資源範例概觀的儀表板

此範例是系列中的一部分,說明您可如何使用 Power BI 的商業導向資料、報表與儀表板。This sample is part of a series that shows how you can use Power BI with business-oriented data, reports, and dashboards. 它是由 obviEnce 使用真實資料 (已匿名化) 所建立。It was created by obviEnce with real data, which has been anonymized. 資料會以數種格式提供:內容套件、.pbix Power BI Desktop 檔案,或 Excel 活頁簿。The data is available in several formats: content pack, .pbix Power BI Desktop file, or Excel workbook. 請參閱 Power BI 範例See Samples for Power BI.

此教學課程探索 Power BI 服務中的人力資源範例內容套件。This tutorial explores the Human Resources sample content pack in the Power BI service. 因為 Power BI Desktop 和服務中報表的使用體驗皆非常類似,因此您也可以在 Power BI Desktop 中使用範例 .pbix 檔案來進行教學課程。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.

您不需要 Power BI 授權,即可在 Power BI Desktop 中瀏覽範例。You don't need a Power BI license to explore the samples in Power BI Desktop. 如果您沒有 Power BI Pro 授權,則可以將範例儲存到 Power BI 服務中的 [我的工作區]。If you don't have a Power BI Pro license, you can save the sample to your My Workspace in the Power BI service.

取得範例Get the sample

您必須先將範例下載為內容套件.pbix 檔案Excel 活頁簿,才能使用範例。Before you can use the sample, you must first download it as a content pack, .pbix file, or Excel workbook.

取得此範例的內容套件Get the content pack for this sample

  1. 開啟 Power BI 服務 (app.powerbi.com) 並登入,然後開啟您要儲存範例的工作區。Open the Power BI service (app.powerbi.com), sign in, and open the workspace where you want to save the sample.

    如果您沒有 Power BI Pro 授權,則可以將範例儲存到 [我的工作區]。If you don't have a Power BI Pro license, you can save the sample to your My Workspace.

  2. 在左下角選取 [取得資料] 。In the bottom-left corner, select Get Data.

    選取 [取得資料]

  3. 在顯示的 [取得資料] 頁面上,選取 [範例] 。On the Get Data page that appears, select Samples.

  4. 選取 [人力資源範例] ,然後選擇 [連線] 。Select Human Resources Sample, then choose Connect.

    連線至範例

  5. Power BI 會匯入內容套件,然後將新儀表板、報表和資料集新增至您目前的工作區。Power BI imports the content pack and then adds a new dashboard, report, and dataset to your current workspace.

    人力資源範例項目

取得此範例的 .pbix 檔案Get the .pbix file for this sample

或者,您可以將人力資源範例下載為 .pbix 檔案,其設計目的是要與 Power BI Desktop 搭配使用。Alternatively, you can download the Human Resources sample as a .pbix file, which is designed for use with Power BI Desktop.

取得此範例的 Excel 活頁簿Get the Excel workbook for this sample

如果您想要檢視此範例的資料來源,其也有可用的 Excel 活頁簿 格式。If you want to view the data source for this sample, it's also available as an Excel workbook. 活頁簿包含的 Power View 工作表可供您檢視及修改。The workbook contains Power View sheets that you can view and modify. 若要查看未經處理資料,請啟用「資料分析」增益集,然後選取 [Power Pivot] > [管理] 。To see the raw data, enable the Data Analysis add-ins, and then select Power Pivot > Manage. 若要啟用 Power View 和 Power Pivot 增益集,請參閱從 Excel 本身檢視 Excel 範例以了解詳情。To enable the Power View and Power Pivot add-ins, see Take a look at the Excel samples from inside Excel itself for details.

新進員工New hires

首先,我們來探索新進員工。Let’s explore new hires first.

  1. 在您的工作區中,選取 [儀表板] 索引標籤,然後開啟 [人力資源範例] 儀表板。In your workspace, select the Dashboards tab, and open the Human Resources Sample dashboard.

  2. 在儀表板上,選取 [依月份的新進員工、去年相同期間的新進員工、在職員工 YoY % 變更] 圖格。On the dashboard, select the New Hire Count, New Hires Same Period Last Year, Actives YoY % Change By Month tile.

    新進員工計數圖格

    人力資源範例報表會開啟 [ 新進員工 ] 頁面。The Human Resources Sample report opens to the New Hires page.

    新進員工頁面

  3. 查看以下感興趣的項目:Look at these items of interest:

    • [新進員工、新進員工 SPLY 和依月份在職員工 YoY % 變更] 組合圖表顯示,比起去年,我們今年每個月份都雇用更多員工。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. 有幾個月更是大幅成長。Significantly more people in some months.
    • 在 [ 依地區和民族的新進員工和在職員工] 組合圖中,可以注意到我們在 東部 地區雇用的員工變少了。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.
    • [ 依年齡群組的新進員工 YoY Var ] 瀑布圖顯示我們雇用的主要是年輕員工。The New Hires YoY Var by Age Group waterfall chart shows we’re hiring mainly younger people. 此趨勢可能是因為這些工作大部分是兼職性質。This trend may be due to the mostly part-time nature of the jobs.
    • [依性別的新進員工] 圓形圖顯示性別分配大略平均。The New Hire Count by Gender pie chart shows a roughly even split.

    您可以找到其他見解嗎?Can you find more insights? 例如,哪個區域性別分配不均。For example, a region where the gender split is not even.

  4. 選取圖表中不同的年齡群組和性別,以探索年齡、性別、地區和民族群組之間的關聯性。Select different age groups and genders in the charts to explore the relationships between age, gender, region, and ethnicity group.

  5. 從頂端導覽窗格選取 [人力資源範例] ,以返回儀表板。Select Human Resource Sample from the top nav pane to return to the dashboard.

    返回儀表板

比較目前在職員工和離職員工Compare currently active and former employees

讓我們來探索目前在職員工的資料和不再於公司任職的員工資料。Let’s explore data for currently active employees and employees who no longer work for the company.

  1. 在儀表板中,選取 [ 依年齡群組的在職員工 ] 圖格。On the dashboard, select the Active Employee Count by Age Group tile.

    依年齡群組的在職員工圖格

    人力資源範例報表會開啟 [在職員工和離職員工比較] 頁面。The Human Resources Sample report opens to the Active Employees vs. Separations page.

    在職員工和離職員工比較頁面

  2. 查看以下感興趣的項目:Look at these items of interest:

    • 左側的兩個組合圖顯示在職員工和離職員工的每年變更。The two combo charts on the left show the year-over-year change for active employees and employee separations. 由於快速雇用,我們今年有更多在職員工,但離職員工也比去年多。We have more active employees this year due to rapid hiring, but also more separations than last year.
    • 相較於其他月份,8 月的離職員工更多。In August, we had more separations compared to other months. 選取不同的年齡群組、性別或地區,以查看是否可以找到任何極端值。Select the different age groups, genders, or regions to see if you can find any outliers.
    • 透過圓形圖可發現,我們的在職員工和離職員工的性別和年齡群組分配平均。Looking at the pie charts, we notice we have an even split in our active employees by gender and age groups. 選取不同年齡群組,以查看不同年齡的性別如何分配。Select different age groups to see how the gender split differs by age. 在每個年齡群組中,我們的性別分配是否平均?Do we have an even split by gender in every age group?

離職原因Reasons for separation

讓我們使用編輯檢視來查看報表。Let’s look at the report in Editing View. 您可以變更圓形圖,以顯示離職員工資料,而不是在職員工資料。You can change the pie charts to show employee separations data instead of active employee data.

  1. 選取左上角的 [ 編輯報表 ]。Select Edit report in the upper-left corner.

  2. 選取 [ 依年齡群組的在職員工 ] 圓形圖。Select the Active Employee Count by Age Group pie chart.

  3. 在 [欄位] 中選取 [員工] ,以展開 [員工] 資料表。In Fields, select Employees to expand the Employees table. 清除 [在職員工計數] ,以移除該欄位。Clear Active Employee Count to remove that field.

  4. 選取 [員工] 資料表中的 [離職員工計數] ,將它新增至 [欄位] 區中的 [值] 方塊。Select Separation Count in the Employees table to add it to the Values box in the Fields area.

  5. 在報表畫布上,選取 [依離職原因的離職人員] 橫條圖中的 [自願] 列。On the report canvas, select the Voluntary bar in the Separation Count by Separation Reason bar chart.

    此列會在報表中以其他視覺效果反白顯示自願離職的員工。This bar highlights those employees who left voluntarily in the other visuals in the report.

  6. 選取 [依年齡群組的離職員工] 圓形圖的 50 + 配量。Select the 50+ slice of the Separation Count by Age Group pie chart.

  7. 查看右下角的折線圖。Look at the line chart in the lower-right corner. 此圖會篩選顯示自願離職的部分。This chart is filtered to show voluntary separations.

    超過 50 歲的離職員工

    請注意,50 歲以上群組中的趨勢。Notice the trend in the 50+ age group. 在下半年期間,更多 50 歲以上的員工自願離職。During the latter part of the year, more employees over age 50 left voluntarily. 此趨勢是需要更多資料以進一步調查的領域。This trend is an area to investigate further with more data.

  8. 您也可以針對 [依性別的在職員工] 圓形圖遵循相同步驟,將它變更為離職員工,而不是在職員工。You can also follow the same steps for the Active Employee Count by Gender pie chart, changing it to separations instead of active employees. 查看依性別顯示的自願離職資料,看看是否能發現任何其他深入資訊。Look at the voluntary separation data by gender to see if you find any other insights.

  9. 從頂端導覽窗格選取 [人力資源範例] ,以返回儀表板。Select Human Resource Sample from the top nav pane to return to the dashboard. 您可以將所做的變更儲存至報表。You can choose to save the changes you’ve made to the report.

不當員工Bad hires

最後要探索的部分是不當員工。The last area to explore is bad hires. 不當員工定義為沒有在職超過 60 天以上的員工。Bad hires are defined as employees who didn’t last for more than 60 days. 我們雇用速度很快,但是否有雇用良好的人才?We’re hiring rapidly, but are we hiring good candidates?

  1. 選取 [ 依年齡群組的不當員工 % ] 儀表板圖格。Select the Bad Hires as % of Actives by Age Group dashboard tile. 報表會開啟索引標籤三,即 [不適任員工] 。The report opens to tab three, Bad Hires.

    依年齡群組不適任員工佔在職員工的 %

  2. 選取左側 [區域] 交叉分析篩選器中的 [西北部] ,並在 [依性別的不適任員工計數] 環圈圖中選擇 [男性] 。Select Northwest in the Region slicer on the left and select Male in the Bad Hire Count by Gender donut chart. 查看 [不適任員工] 頁面上的其他圖表。Look at the other charts on the Bad Hires page. 請注意,不適任員工中的男性比女性多,且群組 A 中有許多不適任員工。Notice there are more male bad hires than females and many Group A bad hires.

    西北部不適任員工

  3. 如果您查看 [依性別的不適任員工計數] 環圈圖,並在 [區域] 交叉分析篩選器中選取不同的區域,您會注意到東部區域是不適任員工女性多於男性的唯一區域。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. 從頂端導覽窗格選取儀表板名稱,以返回儀表板。Select the name of the dashboard from the top nav pane to return to the dashboard.

在儀表板問與答方塊中提問Ask a question in the dashboard Q&A box

[問與答問題方塊] 儀表板中,您可以使用自然語言提出您的資料問題。In the Q&A question box in the dashboard, you can ask a question about your data by using natural language. 問與答辨識您輸入的文字,然後找出在哪個資料集裡可以找到解答。Q&A recognizes the words you type and figures out where in your dataset to find the answer.

  1. 選取問與答的問題方塊。Select the Q&A question box. 請注意,即使您還沒開始輸入,問與答也會顯示建議,以協助您提出問題。Notice that even before you start typing, Q&A displays suggestions to help you form your question.

    問與答方塊建議

  2. 您可挑選其中一個建議,或輸入:顯示東部區域的年齡群組、性別和不適任員工You can pick one of those suggestions, or enter: show age group, gender, and bad hires SPLY where region is east.

    問與答方塊解答

    請注意,大部分的女性不當員工都在 30 歲以下。Notice most of the female bad hires are under 30.

後續步驟:連線到您的資料Next steps: Connect to your data

您可以在此環境盡情嘗試,因為您可以選擇不儲存您的變更。This environment is a safe one to play in, because you can choose not to save your changes. 但如果儲存了變更,您也可以隨時選取 [取得資料] 以取得此範例的新複本。But if you do save them, you can always select Get Data for a new copy of this sample.

希望此教學已讓您了解 Power BI 儀表板、問與答和報表能夠如何提供範例資料的見解。We hope this tour has shown how Power BI dashboards, Q&A, and reports can provide insights into sample data. 現在輪到您了,請連接到您自己的資料。Now it's your turn; connect to your own data. 您可以透過 Power BI 連接到各式各樣的資料來源。With Power BI, you can connect to a wide variety of data sources. 若要深入了解,請參閱開始使用 Power BI 服務To learn more, see Get started with the Power BI service.