Generating custom reports for Human resources
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
The tables in this topic provide examples of common questions you might ask, and the measures and dimensions in the data cube for Human Resources that you can use to answer those questions.
After the data cube has been deployed and processed at least one time, you can use Microsoft Excel, Microsoft SQL Server Analysis Services, or other tools to create custom reports based on the data in the cube. As you become more familiar with the data cube, you’ll be able to find answers to more and more of your questions.
If you have Power View configured, you can also use the Analyze data button in the Workers list page to access the data cube. Power View provides quick and easy visualization of your data. When you use Power View, you can access the same measures and dimensions you would access by using Excel or SQL Server Analysis Services. After you select the dimensions and measures, you can quickly visualize raw data, adjust it to make multiple charts that correspond to each other, and save the charts to a library. You can access that library in a list format or place any chart from the library into any Role Center.
Tip
The data in the custom reports will be accurate as of the last time the cube was processed. To keep the data current, the cube should be processed frequently, for example, each night.
For more information about how to create custom reports from the data in a cube, see Create a report by using Power View to connect to a cube, Create a report by using SQL Server Report Builder to connect to a cube, or Create a report by using the Excel data connection wizard to connect to a cube.
Note
This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.
Demographic information
Questions to answer |
Measures and dimension attributes to use |
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How much of the workforce is female versus male? |
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Which ethnicities are represented at our organization? |
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What are the ages of our employees? |
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Are employees who were hired more than 10 years ago being promoted? |
Tip To see all of the positions that a worker has had, see the Worker position assignments table later in this topic. |
What are the names of workers in particular job types and departments? |
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Headcount, tenure, and turnover
Questions to answer |
Measures and dimension attributes to use |
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What is our total headcount? |
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How many hires did we have this month, quarter, or year? |
Tip Instead of using the employment start date, if you use the Employment end date dimension attributes with the Number of hired workers measure, the count displayed is the number of workers hired during the specified period. |
What are our turnover percentages this month, quarter, or year? |
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How many employees are leaving versus staying at our organization? What are the reasons employees are leaving? |
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How many people are in each department? |
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Is turnover higher at different legal entities? |
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How many employees have worked at the organization under six years, from 6 to 10 years, from 11 to 15 years, and more than 15 years? |
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How many months has a particular worker worked here? |
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Skills, competencies, and training
Questions to answer |
Measures and dimension attributes to use |
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What skills does a particular worker have? |
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What education does a particular worker have? |
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What are the names of the courses that we track at our organization? |
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What are the training courses that we are currently conducting? |
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What are the names of the instructors and students for each course? |
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What is the status of each possible course attendee? |
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Which courses have started and ended this year and last year? |
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Recruitment projects, applications, and applicants
Questions to answer |
Measures and dimension attributes to use |
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What are the recruitment projects that we are currently recruiting for? |
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What are the names of the recruiter and hiring manager for the recruitment projects that we have open or that are completed within the past two years? |
Tip The hiring manager is often the new hire’s manager. If hiring managers are specified, they appear in the Hiring manager field in the Recruitment project form. |
What is the trend over the past 10 years for the average days to recruit? |
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Did it take longer to recruit for certain positions or jobs? |
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Did it take longer to recruit if a particular recruiter was assigned? |
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Did it take longer to recruit if a particular hiring manager was involved? |
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Did it take longer to recruit for the same position in one year versus another year? |
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Did it take longer if the project involved recruiting for multiple openings? |
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How many applicants have we hired this year, last year, and in previous years? |
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How many applications did we receive today, this week, or this past month? |
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How many recruitment projects are currently interviewing? |
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How many applications do we receive from particular online job sites, newspapers, or trade magazines? |
Tip Both None and Unknown mean that there is no media or media type for that application. |
How many applicants are subsequently hired from each of those media sources? Have particular media sources had a trend of producing more or fewer hires over the past 10 years? |
–or–
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Worker position assignments
Questions to answer |
Measures and dimension attributes to use |
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What are the active and past positions that a particular worker has held at our organization? |
The value of the Is position worker assignment active dimension for a current position is Yes, and for a past position is No. Tip Under the Positions dimension, there are two dimension attributes for the position ID, Position and Positions. Position shows distinct values while Positions shows duplicates. When you create a report by using measures and dimensions, it doesn’t matter which one you use; both attributes produce the same results. |
Tips
Some dimensions, such as those related to benefit deductions and contributions, do not contain date attributes. For these dimensions, you can’t answer questions about what a measure was during a particular time period, or how it changed over time.
When you work with the Worker details dimension and the Positions dimension, you see attributes called ValidFrom and ValidTo. Use these dimension attributes when you analyze date-effective information about positions and workers.
To see which worker details are date effective, click the Maintain versions button in the Worker or Position form to open the date manager form. All these field values have an effective date and an expiration date, which are reflected in the cube as ValidFrom and ValidTo.
Under the Employment dimension, you can use the Is position detail active and Is position worker assignment active dimension attributes that are set to Yes to help you view date-effective data. These attributes filter out data that is out of date. For example, if you use the Number of employments measure together with the company, department, and worker dimensions, you might see a count of 11 instead of 7 because a worker might have worked in one of the positions in a specific department in the past. The past position adds to the count unless you set Is position worker assignment active to Yes.
A worker can have more than one position assignment and can work in more than one company at the same time. As a result, the Number of employments measure and the Number of position assignments measure in the Payroll workers measure group give different results when they are used with the Company dimension. The Company dimension attribute represents the legal entity. When you use it with the Number of employments measure, it shows the number of past, present, and future workers in the legal entity. When you use it with the Number of position assignments measure, it shows the total number of past, present, and future position assignments that have been assigned to workers in a company.
When you work with demographic information such as gender, you might wonder about the difference between Unknown and None. Gender is an optional field in the HcmPersonPrivateDetails table, so if a record exists for that worker in that table and this field is not set, it shows as None. Unknown is displayed if there is no record in that table for that worker. You can use filters to keep these from being displayed.
Under the Worker dimension, there are two dimension attributes for the names of workers, Worker.Worker and Worker.Worker - Name. The Worker.Worker attribute shows duplicates, and the Worker.Worker - Name attribute shows distinct values. When you create a report by using measures and dimensions, it doesn’t matter which one that you use; both attributes produce the same results.
As you work with dimensions, sometimes you see an IsNotApplicable dimension attribute. This attribute is added to every dimension because one row always is retained for records that are not applicable. If a measure contains any values that are not in the dimension, the measure is designated as IsNotApplicable.