Please follow the following steps while entering data for the Performance Dashboard Power BI template. The input data is entered in the Excel file you would have received along with the Power BI file.



Settings

 

For cleaner data, we need to define what are acceptable values in each of the fields. We do this in the Settings sheet.


DO NOT CHANGE COLUMN HEADERS OR FIELD NAMES IN ROW 6. YOU CAN CHANGE IN ROW 5 AND THEN MODIFY NAMES IN POWER BI. EMAIL [email protected] FOR ASSISTANCE. 


CHANGING FIELD NAMES WILL BREAK THE POWER BI REPORT

 

Enter the data for Gender, Hire Source and Ethnicity fields.


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Enter list of Office Locations and the City/State/Country information.

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Enter list of Departments and Job classification fields (Job Type, Job Category and Job Level).

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Enter list of Job Titles

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Enter list of Exit types and Exit reasons you want to capture from employees who are leaving the company.


Enter list of Performance Review periods and review date.


 

Enter list of Skill Levels and Skills you require of employees in your company.



Enter which days of the week are weekends and which days are company holidays. For weekends, just enter 1 next to the day. 0 represents a working day and not a weekend.

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Enter list of reasons why an employee’s profile will change. For example, when an employee gets promoted, gets a salary increase, or changes teams.

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Skill profiles


Enter the list of Skill profiles in your company.

 


A skill profile is nothing but a combination of skills. An employee in a certain role would be expected to have a certain skill level in a set of skills. For example, Finance Analysts who are new or junior may be expected to have low level of skills while experienced Finance Analysts might be expected to have Medium or High level of skills. 


Define a set of skill profiles for your company and enter them. For each Skill profile, Select None/Low/Medium/High for each skill in the list.


By Default, you can enter up to 50 Skill profiles.


Salary Grades

Enter the list of Salary Grades in your company. Grade name, Minimum, Midpoint and Maximum Salaries are required.


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By Default, you can enter up to 50 Salary Grades.


9 Box Grid Settings

You can define the names of the 9 boxes, in the 9 BOX GRID sheet.


List of Employees

In the EMPLOYEES sheet, Enter list of all employees in your company.

If you need historical reporting, please make sure that employees from the past are also entered.

  • Each employee should have a unique Employee Number.
  • Each Employee should have a start date (date when they joined the company) and Date of birth (used for reporting on age)
  • Gender and Ethnicity are used for Diversity reporting
  • Office Location and Department fields are used in reporting within specific departments and locations.
  • Jobs can be classified in 3 levels – Job Type, Job Category, Job level. In addition Job Title defines the employee’s specific job title.
  • Manager name will be one of the employees in the company.
  • Salary and Grade at the time of starting are entered.  

 

Please do not enter more than one record for a single employee. 

By Default, you can enter up to 600 employees.


Employee Updates

When an employee profile changes, please enter the new information in the EMPLOYEE UPDATES sheet.

Choose Employee, enter the effective date of profile change, and reason.

Choose a reason why the employee’s profile changed. For example, when an employee gets promoted, gets a salary increase, or changes teams.


Please do not enter more than one record on the same date for a single employee. 


By Default, you can enter up to 10000 employee update records.


Entering Data in Excel – Employee Exits

When an employee leaves the company, please enter in the EXITS sheet.


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Please do not enter more than one record on the same date for a single employee. 


By Default, you can enter up to 300 employee exits.

 

Employee Skills

To track the employees’ actual skill level vs expected skill level, we use the SKILLS sheet.

Employees will be automatically populated, and skills will be displayed automatically.


For each Employee, choose the skill profile.

 


When a skill profile is chosen, the EXPECTED skill levels will automatically populate. 

 


If an employee takes training and improve skill level, then you can update the information for that specific employee.


By Default, you can enter up to 600 records.

 


Performance Reviews

Enter the data on Performance Reviews of employees, in the PERFORMANCE sheet.


  • Choose Employee and the review period.
  • Select performance level and potential level.
  • Enter any feedback for your reference.


By Default, you can enter up to 2500 records.


Ongoing Data Entry

Now that we have covered all the input points in the Excel file, let’s take a look at when you should update the file with new data.

  • When a new employee joins, please add a row to the EMPLOYEES table.
  • When an employee starts, enter their skill profile and actual skill levels in SKILLS sheet
  • When a change happens in employee profile (except exit or termination), enter a record in EMPLOYEE UPDATES table
  • When an employee leaves, enter a new record in EXITS table
  • For a new performance review cycle, enter the date and period name in SETTINGS - Performance attributes section.
  • When a performance review is done for an employee, enter in the PERFORMANCE table.
  • When an employee's skill level changes, update their actual skill level in SKILLS sheet


For next step on how to set parameters in Power BI, please visit this article


Setting up Parameters and connection in Power BI