The Power BI - Cancellation report

Overview and purpose

Overview

The Cancellation Report provides an in-depth analysis of course cancellations within an organization, categorized into system-initiated and learner-initiated cancellations. This comprehensive report is designed to uncover the underlying reasons behind course cancellations, offering insights through a series of detailed pages including "All Reasons," "By System," and "By Learner." Each page is equipped with sortable and searchable tables that list individual cancellations along with specific reasons, registration details, and associated courses. By examining trends and patterns in these cancellations, the report aims to help stakeholders understand both systemic issues and learner behaviors that lead to cancellations. This understanding is crucial for improving course design, scheduling, accessibility, and overall training effectiveness, ultimately reducing cancellation rates, and enhancing learner engagement and satisfaction.

 

Purpose

The purpose of the Cancellation Report is to provide a foundational analysis of enrollment cancellations within Learn365, serving as a starting point from which users can further develop and personalize their reporting capabilities. This report is designed not only to offer valuable insights into the reasons behind cancellations but also to encourage users to delve deeper into the data, customize the reports to better fit their specific needs, and enhance their analytical skills.

By exploring and modifying the report, users can gain a more comprehensive understanding of training dynamics and develop more effective strategies to improve engagement and reduce cancellations. We encourage all users to take ownership of their reports, leveraging the flexible tools provided by Power BI to tailor their analyses and thus enhance the impact of their learning initiatives.

 

Report structure

Overview

The report consists of several visualizations (charts and graphs), which you can interact with to explore specific data sets. Key components include filters and slicers on the left side of the report, allowing you to customize the data display.

 

Filters and slicers

Filters and slicers allow you to view only the data you're interested in. They are consistent across most pages, so you can apply the same filters as you navigate through different sections of the report.

 

How to apply filters

  • Single-Select Filters: Indicated by circular radio buttons, allowing you to select one option.
  • Multi-Select Filters: Indicated by square buttons. Hold Ctrl (or Cmd on Mac) to select multiple options.
  • Mandatory and Optional Filters: Mandatory filters are labeled with "Select" and must be set to display data. Optional filters are labeled with "Filter."

 

Common filters across all pages

  • Filter Catalog(s): Choose catalogs to only see data related to selected catalogs.
  • Select a Training: Mandatory selection needed to display data; focuses the analysis on a specific training.
  • Status Filters (Required, Registration, Completion): Break down data by various statuses to update visualizations dynamically and highlight areas of interest.

 

NOTE   

The availability and content of data in the filters may vary by page depending on the data provided. For example, the completion status filter might show "Completed," "In Progress," and "Not Started" on one page, but only "Completed" and "In Progress" on another if no learners are in the "Not Started" category.

 

Instructions for use

This report includes various charts and graphs that help you understand the data through visual representations. You can interact with visuals in a couple of different ways.

  • Viewing Details. Simply move your mouse over any part of a chart or graph. A small box will appear, showing you more specific information, like numbers or percentages, related to the part you are hovering over.
  • Drilling Down. If you want to see more detailed data about a particular section of a chart, such as a slice of a pie chart or a bar in a bar graph, just click on it. This action will "drill down," which means it will open more detailed information about that section and change the data displayed on the entire page based on your selection.

 

Cancellation Report splash page

 

 

Overview

The Splash Page serves as the welcoming interface for the Zensai Cancellation Report, providing users with an initial overview and essential tips for navigating and utilizing the report effectively. This page is crucial for setting the context and ensuring users understand the report’s capabilities and best practices before diving into detailed data analysis.

 

Navigating to report sections

Click on any of the buttons to navigate to the specific reports. Each button is clearly labeled according to the section it leads to, making it easy to move through the report seamlessly.

 

NOTE   

If you are using Power Bi Desktop clicking buttons requires you to hold Ctrl (or Cmd on Mac) and click the button.

 

  • Cancellation Overview. Provides a comprehensive summary of overall cancellation trends, illustrating high-level statistics and key insights into the cancellation patterns within the organization.
  • All Reasons. Details a complete list of reasons for cancellations provided by users, helping to identify common issues or trends in training dissatisfaction or logistical challenges.
  • Reason By System. Analyzes cancellations initiated by the system itself giving insights into procedural impacts on training engagement.
  • Reason By Learner. Focuses on cancellations directly initiated by learners, offering a deeper understanding of personal or external factors that lead users to cancel their training enrollments.

 

Cancellation Overview page

 

 

Overview

This page aggregates cancellation data to display comprehensive metrics on the dashboard. The data is segmented by various dimensions such as time, department, course type, and individual learner to help identify patterns and underlying causes for cancellations.

 

How it works

This report section pulls data from training to display aggregated and comparative insights. The data is categorized by training, training type, requirement, department and learner.

 

Visualizations and insights

Visualizations

KPIs. Displays the total number of cancellations, along with a breakdown of those initiated by the system versus by learners.

Cancellations by Month. A line graph shows trends over time, distinguishing between system initiated and learner-initiated cancellations.

Cancellations by Department and By Learner. Bar charts provide insights into which departments and which learners are most frequently cancelling courses, indicating possible areas of concern or disengagement.

Cancellations by Training Title. Highlights specific courses with high cancellation rates.

Registrations by Course Type and Required vs. Optional. These charts analyze how different types of courses and their mandatory status affect cancellation rates.

 

Insights

The data might reveal seasonal trends or spikes in cancellations that correlate with specific events or operational changes within the organization.

Analysis of cancellations by department and individual learners can help identify if certain groups require additional support or more flexible scheduling options.

High cancellation rates in specific courses could prompt a review of those programs to ensure they meet learner needs and expectations.

Understanding the ratio of required versus optional courses that are cancelled can also provide insights into learner motivation and engagement levels.

By using the Cancellation Overview page, stakeholders can gain valuable insights into the factors driving course cancellations, enabling targeted interventions to improve course completion rates and optimize training offerings.

 

All Reasons page

 

 

Overview

The All Reasons page within the Cancellation Report provides a detailed, user-specific breakdown of cancellations across various courses and training events. This page is tailored to display individual cancellation records, highlighting the specific reasons behind each cancellation, and offering a clear view into patterns or issues at a granular level.

 

How it works

This section utilizes a detailed table format to list all users who have registered for and subsequently cancelled a course, including vital information such as their email, registration date, the specific course, and the exact reason for cancellation. It integrates sorting and filtering functionalities that allow users to view cancellations by specific criteria such as date, course, or cancellation reason, facilitating targeted analysis.

 

Visualizations and insights

Visualizations

Detailed Data Table. Displays a comprehensive list of all registered users along with their corresponding course details and cancellation reasons. This table includes columns for user, email, registration date, date of cancellation, catalog title, course name, and the explicit reason for cancellation.

Filter Options. Users can order the data based on specific courses, dates, or cancellation reasons, making it easier to find relevant information or identify trends within specific parameters.

 

Insights

Pattern Recognition. By analyzing the reasons listed for cancellations, administrators can identify common issues across different courses or departments, such as frequent cancellations due to scheduling conflicts or course content dissatisfaction.

User-Specific Analysis. The ability to view cancellation reasons by individual users helps in understanding whether cancellations are isolated incidents or part of a broader pattern, which can be crucial for addressing systemic issues or providing targeted support.

Course-Specific Trends. Insights into specific courses with high cancellation rates can guide revisions in course content, timing, or marketing strategies to improve engagement and reduce dropout rates.

By providing a clear and detailed overview of each cancellation, the "All Reasons" page serves as a critical tool for understanding and improving course retention rates and overall training effectiveness within the organization.

 

By System page

 

 

Overview

The By System page focuses on cancellations initiated by the system, providing a detailed view of automated changes in training plans, or retakes. This page is essential for understanding the scope of system-generated interruptions in training programs.

 

How it works

This section compiles a comprehensive list of all courses cancelled by the system, detailing each cancellation event with user-specific data. It tracks various attributes such as user details, registration and cancellation dates, course titles, and specific reasons for cancellation. The information is presented in a sortable and filterable table format, allowing administrators to analyze patterns and identify frequent causes of system-initiated cancellations.

 

Visualizations and insights

Visualizations

Detailed Cancellation Data Table. Presents an extensive list of cancellations, categorized to show only those initiated by the system, including key data points such as user, email, course title, and the reason for cancellation.

Filter and Sort Options. Enables users to filter the table by date, course, or specific reasons for cancellation, and to sort the data to better organize and view information relevant to their analysis.

 

Insights

Identification of Systematic Issues. By examining the data, administrators can identify commonalities in system-initiated cancellations, such as specific courses frequently affected or times of the year when cancellations peak.

Operational Improvements. Insights gained from this data can lead to adjustments in how courses are scheduled and managed, potentially reducing the number of system-initiated cancellations.

Enhanced User Experience. Understanding the reasons behind system cancellations can help in refining the registration and scheduling process to avoid future disruptions, thereby improving the overall user experience.

This page allows stakeholders to drill down into the specifics of system-related cancellations, facilitating better management decisions and operational refinements to minimize disruptions in training delivery.

 

By Learner page

 

 

Overview

The By Learner page specifically addresses cancellations initiated by learners, providing detailed insights into why individuals choose to cancel their registrations for courses. This page helps in understanding learner behavior and motivations, which can inform strategies to enhance course retention and satisfaction.

 

How it works

This page lists detailed records of each cancellation initiated by learners, displaying user-specific information such as names, emails, registration dates, courses, and the specific reasons provided for cancellation. The data is organized in a searchable and sortable table format, allowing for easy navigation and analysis of individual learner decisions.

 

Visualizations and insights

Visualizations

Detailed Cancellation Data Table. Shows a comprehensive list of learner-initiated cancellations, including relevant details like the course title, registration and cancellation dates, and explicit reasons for cancellation.

Search and Filter Capabilities. Users can apply filters or search terms to narrow down the data to specific users, courses, or time frames, which helps in quickly locating specific information or identifying trends among learners.

 

Insights

Understanding Learner Challenges. Analysis of cancellation reasons can reveal common challenges or dissatisfaction points among learners, such as access issues, course relevance, or scheduling conflicts.

Identifying Trends. Patterns might emerge from the data, such as higher cancellation rates in certain types of courses or departments, or frequent issues cited by learners that could be addressed through course modifications or additional support.

Improving Course Offerings. Insights derived from this page can lead to improvements in course design, scheduling, and marketing strategies to better meet the needs and expectations of learners.

By focusing on cancellations by learner, this page allows training coordinators and educational planners to gather valuable feedback directly from the users, enabling more targeted and effective interventions to reduce cancellations and improve the overall training experience.

 

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