The Power BI - Plus and Premium Overview report

Overview and purpose

The Plus and Premium Overview Report provides a high-level summary of key training performance metrics, offering insights into Registrations, Training Progress, and Compliance. Equipped with interactive visualizations like charts and graphs, the report facilitates quick access to data and enhances understanding of these specific training aspects. This strategic tool simplifies the oversight of educational initiatives, enabling administrators to efficiently monitor and improve content delivery and learner engagement through user-friendly filters and slicers for focused data exploration.

 

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.

 

 

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.

 

Plus / Premium Overview Report splash page

 

 

Overview

The Splash Page serves as the entry point to the Overview Report, offering users an intuitive navigation hub from which they can access various detailed reports on training performance. This page is designed to give a quick, clear view of how to explore the various aspects of training data, such as registration, course status, completion, and progress metrics.

 

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.

 

 

General Overview: Access a summary of general information about your users, demography, etc.

Registration. Review metrics on the registration process.

Progress. Review metrics on the course progress.

Compliance. Review metrics on the compliance progress.

Course Progress. View details on course progress including number of enrollments, etc.

Course Detail. View details for a single course.

 

 

Training Plan Progress. View details on Training Plan progress.

Data Table. Access a detailed table with data relevant to all the above categories.

 

General Overview page

 

 

Overview

The General Overview page provides a comprehensive snapshot of your organizational. This page is designed to facilitate a quick assessment of user demography, and enrollment. The General Overview page presents a comprehensive snapshot of the number of enrollments broken down by several demographics. This page is designed to provide administrators with a high-level view of user engagement.

 

How it works

This page aggregates data from selected catalogs to present key information including total enrollments, user distribution by geography, job title, department, user, and manager. This page visually presents these metrics to offer an intuitive understanding at a glance.

 

Visualizations and insights

Visualizations

Registration Staus and Course Passing Status. Showcases key metrics such as number or courses, number of users, number of registrations, registrations broken down by active, cancelled and expired, and number of users completed, in progress and not started.

No. Of Enrollments by Catalog. Showcases the total number of enrollments per training catalog to highlight popular or prioritized areas of training.

No. Of Users by Country/City/Department/Manager. Offers detailed demographics of users engaged in training, aiding in the geographical and organizational distribution analysis.

Users by Job Title. Breaks down users by job titles to pinpoint which roles are most actively engaging with training programs.

Enrollments by User. Lists top users by enrollment numbers, identifying the most active learners.

 

Insights

This General Overview page acts as a strategic tool for stakeholders to measure, analyze, and enhance the effectiveness of training programs offered through Learn365, ensuring that training resources are optimally utilized and aligned with the organization’s goals.

Provides insights into the reach and impact of training programs across different segments of the organization, helping to identify well-performing areas and those needing additional attention.

By reviewing enrollment statistics by user demographics and job titles, stakeholders can assess engagement levels across different organizational hierarchies and locations.

Insights from the distribution of users by department and manager can guide resource allocation to enhance training outcomes where they are needed most.

The timeline of issued certificates can help in understanding the effectiveness of training periods and planning future training initiatives based on past trends.

 

Registration Overview page

 

 

Overview

The Registration Performance page offers a detailed analysis of registration dynamics for a specified training. It is designed to track and visualize registration statuses, including active, cancelled, and expired enrollments, and trends over time. This page helps administrators understand enrollment patterns and identify potential areas for improving participant engagement. This dashboard tracks the total number of courses offered, along with the registration status—active, canceled, or expired. It offers a detailed breakdown of registration activity over time, course engagement, and completion rates.

 

How it works

This page displays data related to the registration process of training to present key metrics that help in assessing the effectiveness of course offerings and engagement levels. This provides a comprehensive view of how many active enrollments, canceled enrollments and expired enrollments there are as well as registration statues associated (Complete, in progress, not started).

Active. The user is actively enrolled into the course (most recent enrollment record).

Cancelled. The user is unenrolled from the course (most recent enrollment record).

Expired. Previously taken records, (no longer the most recent enrollment record).

 

Visualizations and insights

The visualizations on the dashboard use both time-series graphs and tabular data to provide a clear understanding of course dynamics.

 

Visualizations

Registrations, Active and Cancelled by Time. line graphs that indicate highs and lows, perhaps during seasonal trends or specific training initiatives, that allows administrators to gauge user activity and retention rates.

Registrations, Active and Cancelled by Course. graphs that can compare courses with higher enrollment rates to those maintaining strong engagement or courses with a higher cancellation rate. This may help highlight courses that may require revision to reduce cancellation rates.

 

Interpreting data

The data may indicate that certain courses consistently show high registration but also high cancellation rates, suggesting potential issues with course expectations or content satisfaction.

The steady increase in active participants over time in specific courses could identify strong course design and learner engagement strategies.

The decline in cancellations toward the end of the year may reflect improved course adjustments or seasonal variations in student availability and interest.

Each visualization is backed by real-time data, ensuring that course administrators and educators have the most current information to make informed decisions.

 

Course Passing Overview page

 

 

Overview

The Course Passing Overview provides a focused view on the progression of learners through various courses. It tracks courses by three key stages: Not Started, In Progress, and Completions. This allows educators and administrators to monitor the engagement levels and success rates across different courses, identifying both areas of high achievement and those requiring additional support.

 

How it works

This dashboard synthesizes data across multiple course offerings to display the current status of course engagement.

Not Started. This section details the number of learners who have yet to begin their courses, including those who are overdue in starting.

In Progress. This tracks how many students are currently active in courses.

Completions. This shows the total completions and identifies how many learners finished their courses.

 

Visualizations and insights

Visualizations

Data is presented through a combination of line graphs and bar charts for detailed course-specific statistics.

Not Started, In Progress and Completions By Time. Line graphs for each category illustrate trends over time, helping to visualize fluctuations and patterns in learner engagement and course completion.

Not Started, In Progress and Completions By Course. Bar charts list the courses with their corresponding learner counts in each category, offering a direct comparison of engagement and completion metrics across different training.

 

Interpreting data

Each element of the dashboard is designed to provide actionable insights, enabling administrators to tailor resources to enhance learner outcomes effectively.

High numbers in the "Not Started" category for certain courses may suggest issues with course access, awareness, or motivation.

Courses with high "In Progress" but low completion rates might be facing challenges in content difficulty or may require additional support structures.

Analysis of completion rates over time and their correlation with due dates can aid in understanding the effectiveness of deadline extensions and other academic interventions.

 

Course Compliance Overview page

 

 

Overview

The Course Compliance Overview page provides a detailed view of the compliance status of enrollments across various courses. It segments the data into categories: Compliant, Compliance Achievable, Not Compliant (Completed After Due Date), and Not Compliant (Not Started/In Progress). This layout helps administrators quickly understand the effectiveness of course completion strategies and adherence to scheduled timelines.

 

How it works

This dashboard is structured to track and display compliance data in several key areas.

Compliant. This section counts the enrollments that have completed their courses within the due date.

Compliance Achievable. Displays the number of enrollments that are currently not compliant but haven’t hit their due date yet. They can still become compliant.

Not Compliant - Completed After Due Date. Tracks the enrollments that finished courses but did not meet the due date.

Not Compliant - Not Started/In Progress. Provides data on the number of enrollments that have not been started or are still in progress and have passed their due date.

 

Visualizations and insights

Visualizations

The line graphs display the distribution of course completions and highlight periods of high or low compliance, which can be correlated with academic terms, registration deadlines, or other operational timelines.

The bar charts allow for a course-specific analysis, which is essential for pinpointing which courses frequently miss compliance targets and might benefit from revised scheduling or resource allocation.

The dashboard’s visual tools provide a clear, concise representation of course compliance data.

Completed within Due Date | By Time and Completed After Due Date | By Time. Line graphs that show the trends of course completions, both compliant and non-compliant, over time.

Not Started | In Progress | By Time. A line graph illustrating the trends for courses not started or still in progress, which is critical for identifying patterns in course engagement delays.

Completed Within Due Date, Compliance Achievable Not Started | In Progress, Completed After Due Date and Not Started | In Progress By Course. Bar charts for each compliance category detailing the specific courses and their respective enrollment counts, highlighting courses that may require intervention to improve compliance rates.

 

Interpreting data

This dashboard is instrumental for administrators aiming to improve course delivery, enhance student compliance with course timelines, and refine educational content and support services based on detailed, data-driven insights.

Trends in the Completed within Due Date section can indicate the effectiveness of current educational strategies and the general adherence to course timelines.

The Completed After Due Date section reveals courses where learners struggle to meet deadlines, suggesting areas where additional support or deadline adjustments could be beneficial.

High figures in the Not Started | In Progress section during certain times of the year may suggest scheduling issues or could highlight times when students are less likely to engage with the course content.

 

Course Progress page

 

 

Overview

The Course Progress page provides a comprehensive snapshot of the progress and overall engagement across various courses. It focuses on key performance indicators (KPIs) such as registrations, not started, in-progress activities, completions, and overdue statuses.

 

How it works

This dashboard allows administrators to monitor the efficacy of course offerings and the participation rates of learners by consolidating various metrics to offer a detailed analysis of course engagement. This page features an optional filter to select a specific training to display metrics for.

 

Visualizations and insights

Visualizations

The visual tools used in the dashboard help in understanding the dynamics of course participation and progress.

KPIs | Overall. Displays total numbers for registrations, not started, in progress, completed, and overdue courses.

By Course Type. Segments the data into eLearning, Instructor- Led Training (ILT) and training plans, highlighting the distribution of course modalities.

Course Required. Differentiates between optional and required courses, providing insight into compliance and elective engagement.

Registrations By Time. A line graph illustrating the trends in course registrations over time, reflecting interest and enrollment patterns.

Registrations By Status. A donut chart that displays overall data regarding registration status.

By Department. Shows registration numbers broken down by department, identifying which parts of the organization are most engaged.

Course Enrollments. Lists top courses by enrollment numbers, offering insights into popular or prioritized courses.

Status on Courses. A bar chart displaying the progress status of specific courses, highlighting their completion rates.

 

 

List of Learners. Details individual learner engagement, including course titles, status, and completion dates.

 

Interpreting data

This dashboard is a powerful tool for administrators seeking to optimize educational content delivery and enhance student engagement across a range of courses.

The Registrations | By Time graph can help identify peak registration times, which may assist in planning for resource allocation and marketing efforts.

The By Department chart allows for the identification of trends in department-specific engagement, which can be crucial for targeted educational interventions.

The Course | Enrollments and Status on Courses sections provide a clear view of course popularity and effectiveness, signaling which courses are successfully meeting learners’ needs and which may require adjustments.

The high percentage of "Not Started" registrations may indicate a gap in initial engagement strategies or a misalignment between course offerings and learner schedules.

The completion rates in the "Status on Courses" highlight courses with successful outcomes versus those with lower engagement, guiding potential curriculum enhancements or support measures.

The detailed "List of Learners" allows for individual tracking, which is instrumental in personalized follow-ups and interventions to boost course completion rates.

 

Training Plan Progress page

 

 

Overview

The Training Plan Progress page is tailored to track and analyze the progress of various training plans. It offers a comprehensive look at the key performance indicators (KPIs) related to registrations, course starts, in-progress status, completions, and the overall number of courses offered. This allows organizational leaders to monitor training effectiveness and employee engagement with development programs.

 

How it works

This dashboard allows administrators to monitor the efficacy of course offerings and the participation rates of learners by consolidating various metrics to offer a detailed analysis of training plan engagement. This page features an optional filter to select specific training plans to display metrics for.

 

Visualizations and insights

Visualizations

The visual tools used in the dashboard help in understanding the dynamics of training plan participation and progress.

KPIs | Overall. Displays total numbers for registrations, not started, in progress, completed, and overdue courses.

Training Plan Enrollments. Lists the top training plans by enrollment numbers.

Training Plan | Status and Training Plan Courses | Course Passing Status. These sections show the completion rates and success rates of courses within the training plans, providing insights into which courses are meeting their objectives and where there are challenges.

Training Plan Courses | Enrollments. Provides a breakdown of enrollments per course within the training plans.

Registrations By Status. A donut chart that displays overall data regarding registration status.

By Department. Highlights participation by department, helping identify which areas of the organization are most engaged with the training plans.

Training Plan Courses and Learners. Details Training Plan, Course and Learner metrics.

 

 

Interpreting data

This dashboard serves as a strategic tool for optimizing training initiatives and enhancing the alignment of educational programs with organizational goals and employee development needs.

The Registrations | By Time line graph offers insights into how registration trends evolve, which can inform future training plan scheduling and promotional strategies.

The By Department bar chart facilitates a comparative view of training engagement across different organizational units, potentially guiding targeted interventions for departments that lag in participation.

The Training Plan | Status and Training Plan Courses | Course Passing Status bars provide immediate visual feedback on the effectiveness of training modules, with color-coded progress indicators showing how many courses are successfully completed versus those still in progress or not started.

The high number of "Not Started" courses in certain departments might indicate a lack of awareness or misalignment between the training schedules and departmental needs.

The courses with lower completion percentages in the Training Plan Courses | Course Passing Status section may require a review of their content, difficulty, or relevance to participants' roles.

Trends in registration spikes might correlate with specific organizational initiatives or external factors, offering a cue for optimal timing in training plan rollouts.

 

Data Table page

 

 

Overview

The Data Table dashboard provides a detailed and granular view of individual learner registrations and progress for specific courses. This page is primarily designed for administrators to monitor enrollments, track status updates, and assess compliance with course requirements.

 

How it works

This dashboard is structured as a comprehensive table that includes the following columns:

Catalog Title.: Identifies the course catalog.

Course. Names the specific course.

Mandatory. Indicates whether the course is optional or required.

User. Lists the name of the enrolled individual.

Email. Provides the email address of the user for communication.

Registration Status. Shows whether the registration is active, canceled, or has another status.

Registration Date. The date on which the user was registered.

Start Date. The date the course is set to begin or has begun.

Status. Reflects the current progression status such as Not Started, In Progress, or Completed.

Due Date. The deadline for completing the course.

Completion Date. When the user completed the course.

Compliance. Displays whether the completion was compliant with the timelines (e.g., completed within due date or not).

Manager. Displays the learner’s manager.

Department. Displays the learner’s department.

 

Visualizations and insights

This dashboard acts as an essential tool for detailed management of course enrollments and progress, aiding in strategic decision-making for course administrators.

The comprehensive listing allows for quick searches and filter applications to manage large volumes of data efficiently.

Sorting by different columns such as "Status," "Compliance," or "Mandatory" helps in quick identification of issues or areas requiring attention, such as which courses have high dropout rates, or which mandatory courses are nearing their due dates without substantial completions.

Patterns in registration or completion can be identified, such as high cancellation rates for certain courses, suggesting potential issues with course content, timing, or perceptions of its value.

The dashboard can serve as an audit tool for ensuring that compliance with mandatory training is adhered to, highlighting non-compliance issues promptly.

Analysis of the Completion Date and Due Date relation provides insights into the effectiveness of course planning and whether adjustments may be needed to course timelines or content to improve compliance rates.

 

Course Progress Details page

 

 

Overview

The Course Progress Details page is specifically designed to provide an in-depth analysis of the progress and outcomes for selected training. It offers a detailed look at the key performance indicators (KPIs) including registrations, course starts, completion rates, and progress details categorized by days and departmental engagement.

 

 

How it works

This dashboard focuses on several key metrics and visualizations tailored to a specific training.

 

Visualizations and insights

Visualizations

Course Information. Provides details about the course including type, due date, and additional descriptive information related to the training.

KPIs | Overall. Displays total numbers for registered, not started, in progress, and completed statuses for specified training.

KPIs | Over Due. Shows the number of participants in each category who are overdue, highlighting areas where learners are lagging behind expected timelines.

KPIs | Completion. Details the total completions and distinguishes between those completed before and after the due date.

Registrations | Days. A line graph showing how registration numbers have trended from the registration start date to the start date.

Not Started | Days, In Progress | Days, Completions | Days. Line graphs that track the number of days from course start to current status, providing a timeline of learner engagement and progress.

By Department. A bar chart displaying the progress status of participants across different departments, offering a view into departmental engagement and compliance.

 

Interpreting data

This dashboard serves as a critical tool for course administrators to monitor detailed progress on specific courses, facilitating targeted improvements and strategic planning for training programs.

The visual components of the dashboard are designed to deliver clear and actionable insights.

The Registrations | Days and Completions | Days graphs provide a visual representation of the engagement timeline and completion trajectory, which can help in identifying patterns such as drop-offs or accelerations in course completion.

The Not Started | Days and In Progress | Days charts help in understanding the duration of learner inactivity or ongoing engagement, which is crucial for intervening in time to aid learners who may be struggling.

The By Department chart is particularly useful for identifying which departments are most actively participating in the course and which might need additional encouragement or resources.

The high numbers of overdue completions indicate potential areas where the course might be too challenging or poorly aligned with learner schedules, suggesting a need for adjustments in course pacing or support.

Insights into departmental performance can help tailor department-specific interventions, potentially improving overall course engagement and effectiveness.

Analyzing the gap between start dates and completion or in-progress statuses provides valuable feedback on the course duration and learner dedication, which can inform future course scheduling and structure adjustments.

 

Accessing this Report

Please contact your Customer Success Manager for access to this report.