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. From the Organizer, click the Add button.

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

3. 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 as shown below.

    

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.