New Filter Experience for Power BI Reports

Announcing the New Filter Experience for Power BI Reports

The wait is over!

Power BI has announced that the new filter experience is now generally available. We have updated the look and feel and added a ton of new functionality.

Let’s walk through what’s included in the new filter experience.

Pop-up Filter List

With the new filter experience, report consumers can hover over the filter icon in the visual header to see and read-only list of all the filters or slicers affecting that visual. This makes it super easy for end-users to understand what filters are applied to a visual.

Here are the types of filters this view shows:

  • Basic filters
  • Slicers
  • Cross-highlighting
  • Cross-filtering
  • Advanced filters
  • Top N filters
  • Relative Date filters
  • Sync-slicers
  • Include/Exclude filters
  • Filters passed through a URL

Format and Theme

Report creators now have control over the look and feel of the filter pane. The goal here is to make your filter pane feel cohesive with your report.

You can also modify the default formatting of the filter pane with a JSON theme file.

Lock and Hide Filters

You can now lock filters so that report consumers can see that those filters are applied but they cannot modify them.

Additionally, you can hide filters from your report consumers. Hiding filter cards is typically useful if you need to hide data cleanup filters that exclude nulls/blanks or unexpected values. Hidden filters don’t show up in the filter pane nor the filter dialog for a visual.

Sort Filters

Report creators can custom sort their filters in the new filter pane. This is helpful if you want certain filters to be pushed to the top or if you want certain filters to be next to each other.

new filter experience

You can also choose to alphabetically sort the filters.

new filter experience

Rename Filters

You can double-click on the filter car titles to change the display name so that they are more user-friendly for your report consumers.

new filter experience

When you update the display name, it also gets updated in the filter dialog.

new filter experience

Capture Filter State in Bookmarks

With the new filter pane, you can capture the visibility and expanded or collapsed state of the filter pane in your bookmarks. This is useful when you want to customize how the filter pane fits into your data story:

  • Hide the pane when you don’t need it.
  • Collapse the pane when you need more horizontal real estate for your canvas.
  • Keep the pane visible and expanded when you want users to interact with it.

new filter experience

Learn more about Power BI capabilities and get in touch with allonline365 if you are ready to transform your reporting. Contact us on  info@allonline365.com or  +27 (21) 205 3650.

www.allonline365.com 

Resource Credit | Power BI

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11 Important KPIs for a Highly Effective HR Manager

KPIs

As the competition grows, workplaces around the world are facing pressure to attract, engage, and retain employees. Under the scrutiny to demonstrate the value they add to a company’s strategy, many human resources (HR) departments are turning to analytics supported by key performance indicators (KPIs) and metrics.

Assessing HR Goals

HR managers are responsible for balancing the needs and goals of both the company and the workforce. From talent acquisition to performance management, there are a number of goals that an HR manager needs to prioritize every year that align with the organization’s overall business objectives.

Here are some specific S.M.A.R.T goals a typical HR manager would be working towards;

  1. Hire 20 new employees this year to grow the company’s headcount by 5%
  2. To create an engaging work environment and reduce turnover by advancing professional development and implementing a referral program
  3. To improve employee performance and productivity by 10%

Once you have clearly identified goals, it’s time to start thinking about the measurable values that you will use to track and determine your progress towards achieving them.

11 HR KPIs and Metrics to Monitor

In today’s data-driven world, the role of HR is changing from an administrative and operational function to a more strategic and advisory one. HR managers are using supportive data quantifiable measurements, like KPIs and metrics, to back up their employee hiring and retention related decisions.

To measure the effectiveness of your HR department, not all KPIs are relevant. You can come with KPIs for everything from compensation and culture to employment and performance – but you don’t want to measure them all. Not only is it extremely time consuming, but it’s also an inefficient use of your time. Once you have selected the KPIs that align with that your department plans to achieve this quarter or year, you can place them in a KPI dashboard for a quick snapshot of how you are performing.

Using the examples developed in the previous section, here are 3-4 corresponding KPIs that an HR manager could use in an operational dashboard to monitor progress.

  1. Hire 20 new employees this year to grow the company’s headcount by 5%
    • Cost per Hire: Shows the number of resources invested in acquiring talent
    • Recruiting Conversion Rate: Helps identify the best recruitment method
    • Open Job Requisitions: Shows how many jobs are currently open
    • Job Offer Acceptance Rate: Shows how many job offers have been accepted (working towards your 20 job goal)

2. To create an engaging work environment and reduce turnover by advancing professional development and implementing a referral program

    • Absenteeism Rate: Shows the amount of labor and productivity lost due to sickness or leave
    • Turnover Rate: Indicates the success of retention efforts
    • Employee Satisfaction Score: Using a company-wide survey, this is a key metric for understanding talent retention
    • Net Promoter Score: Measures how likely an employee is to recommend the company to their network

3. To improve employee performance and productivity by 10%

    • Performance Rating: Rating is achieved through internal performance reviews
    • Employee Productivity Rate: Helps to measure workforce efficiency over time
    • Average Time to Achieve Goals: Quantifies how effective your employees are at meeting the goals they set each year

One of the biggest challenges with developing goals and KPIs is making them relatable and realistic. That’s why it’s important to include your employees and managers in these bigger discussions. When employees are engaged and understand how their work relates to the company’s overarching goals, they will be more committed to using and optimizing analytics.

Start Building your HR KPI Dashboard

Now that you have established your HR goals for the year and the KPIs and metrics you plan to use to track progress, you can start creating your KPI dashboards. To make your dashboards super effective and useful for your role and department, we have a few tips to share on building your dashboards that we wrote about in a previous post. Included in the post are 10 best practices and some advice on business intelligence solutions designed for Microsoft Dynamics that will help you get started quickly.

www.allonline365.com

Resource Credit | Jet Global 

How to use Business Intelligence in Demand Forecasting

demand forecasting

With major advances being made in artificial intelligence and machine learning, businesses are investing heavily in advanced analytics to get ahead of the competition and increase their bottom line. One of those areas is called predictive analytics (demand forecasting), where companies extract information from existing data to determine the buying patterns and forecast future trends.

By using a combination of data, statistical algorithms, and machine learning techniques, predictive analytics identifies the likelihood of future outcomes based on the past. this technology is being used in every industry, from banking to retail to determine customer responses or purchases, forecast inventory, manage resources, and even detect fraud.

Although it’s been around for decades, predictive analytics is becoming more and more mainstream, with growing volumes of data and readily accessible software ripe for transforming. In this blog post, we are going to cover the role of business intelligence in demand forecasting, an area of predictive analytics focused on customer demand. We’ll explain what it is, how it works, and ways to start using demand forecasting with business intelligence software.

What is Demand Forecasting?

Demand forecasting is an area of predictive analytics best known for understanding consumer demand for goods and services. Based on the analysis of historical data and present market conditions, it determines the estimated demand for the future and sets the level of preparedness that is required on the supply side to match demand.

While it’s not an exact science, demand forecasting plays a vital role in production planning and supply chain management. The process of demand forecasting results in strategic and long-term decision making that impacts everything from budgeting and financial planning to capacity planning, sales, and marketing planning, and capital expenditure.

Why use Demand Forecasting?

As an essential component of supply chain planning, demand forecasting is used by manufacturers, distributors, and retailers to provide insight into their operations and to make informed profitable decisions on pricing, inventory stock, resource optimization, and more.

Here are some of the major reasons why demand forecasting is crucial to supply chain success in this day and age:

  • Increased customer satisfaction (i.e. providing customers with the products they want when they want it)
  • Inventory optimization to reduce stock-out and overstocking
  • Fast turnaround in order fulfillment
  • Effective production scheduling of raw material and labor
  • Better capacity planning and allocation of resources
  • Improved distribution planning and promotional planning

Using Demand Forecasting with Business Intelligence

Demand forecasting relies on data. If there is anything wrong with the data you use, the math and how you implement it will result in underestimated or overestimated demand – leaving you with a bunch of unhappy customers or a surplus of product. In order to understand demand and accurately predict supply, most companies adopt a business intelligence solution to assist with data preparation, data consolidation, analysis, and reporting.

BI software is built to collect, unify, sort, tag, analyze, and report on vast amounts of data. Here are the 4 major areas where BI can help you get started with accurate demand forecasting:

1. Data Preparation

Most companies don’t take the time to cleanse. validate, and audit their data regularly. As a result, 40% of enterprise data is either inaccurate, incomplete, or unavailable (Gartner). BI software is used to organize and control your data in one solution, so you’re building your analytics off accurate data.

2. Data Consolidation

A data warehouse can help you collect business data from multiple sources and use it for accurate reporting and analytics. BI powered by data warehouses can better correlate data from disparate systems and provide greater insight into the supply chain, sales, financials, etc.

3. Data Analysis

BI software is designed for complex analysis and calculations of large datasets. Establishing a system of record, including historical data and multiple data sources, guarantees that everyone is using one version of the truth to run their reports.

Reporting

BI software gives you a single view into the performance, with pre-built dashboards and reports for quick sharing and dissemination of real-time information on demand. This allows for better planning and more collaboration between your suppliers.

Get a better understanding of what you need to do to improve your data quality and prepare your data for accurate demand forecasting. With Jet Reports and allonline365, we can help assess your current systems and show you how business intelligence can build the data foundation for your business. For more information contact alloneline365 on  info@allonline365.com or +27 (21) 205 3650.

www.allonline365.com

Resource Credit | Jet Global 

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