How to Build a Workforce Dashboard?

Situation: Extrapolate information on the following data:

Salary trends by department

Total cost per headcount

A 5 year headcount trend

Total headcount

Resolution:

To achieve the resolution below, see the steps to create the dashboard.

Steps to Create the Dashboard

Step 1: Load the Latest Data to Planful

Whether you use Data Load Rules, Web Services, or Cloud Services, ensure all data is loaded to the Planful application.

Step 2: Security and Navigation Access

See the Dashboards Admin Guide for information on data security and Dashboards navigation access.

Step 3: Build the Dashboard

1. Go to Dashboards.

2. From the Organizer, click the Add button.

3. Enter a name. For example, Workforce Dashboard.

4. Click the Chart icon.

Step 4: Build the Charts

There are 4 charts on the dashboard;

• Salaries 5 Yr Trend by Department

• Total Cost per Headcount

• Headcount Trend

• Total Headcount

Step 6: Recreate the Dashboard:

1. Drag the line chart to the canvas and drop it.

2. Select Settings and select the Workforce Reporting Area.

3. Enter Salaries 5 Year Trend by Department for the custom X axis name.

4. Click Add Dimensions and select CompensationItem.

5. Click CompensationItem and select the Salaries and Benefits member.

6. Add a second dimension to the X axis by clicking Add Dimension and selecting the Department dimension.

7. Select the Cost Centers, Direct Sales & COS and Design Depts members.

8. On the Y axis, select the Scenario dimension. Select the Actual member.

9. On the Y axis, select the Time dimension.

10. Click the Time dimension and select 5 years.

11. Click the tick (checkmark) to save the chart.

12. Continue to build other charts.

13. Click Save.

Now you can share your dashboard with other users and add a thumbnail.