The Power BI - Course Compliance report

Overview and purpose

The Course Compliance Report is designed to provide a detailed analysis of compliance-related training metrics within an organization. This comprehensive report aids in monitoring the registration status, course completion rates, and adherence to compliance deadlines across various departments and courses. The primary purpose of this report is to enable stakeholders to ensure all required training activities meet organizational standards and regulatory requirements, thus enhancing overall compliance and efficiency.

 

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.

 

Course Compliance Report splash page

 

 

Overview

The Splash Page serves as the entry point to the Performance 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.

 

NOTE   

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

 

  • Compliance Overview. Access a summary of overall training metrics.
  • Over Time. Review detailed metrics based on compliance statuses over time.
  • Learner. Get insights into compliance metrics for specific learner(s) or all learners.
  • Department. Get insights into compliance metrics for specific department(s) or all departments.
  • Compliant. View details regarding those in compliance.
  • Compliance Achievable. View details regarding those not in compliance but can be.
  • Not Compliant. View details regarding those not in compliance.
  • Table View. Access a detailed table with data relevant to all the above categories.

 

Training Overview page

 

 

Overview

The Training Overview page offers a high-level snapshot of training registrations, compliance statuses, and course completions. This page is crucial for quickly assessing the overall effectiveness of training programs and identifying areas that require immediate attention.

 

How it works

This page collates data across multiple courses, displaying various KPIs such as total registrations, compliance achievement, and course-specific progression. It serves as a central dashboard for tracking training efficacy and compliance.

 

Visualizations and insights

  • Registrations and Compliance Status. Charts and tables display the number of enrollments that are compliant or not compliant providing a clear picture of ongoing training initiatives.
  • Status on Courses by Course. Detailed breakdowns show compliance percentages per course by compliance status, allowing for targeted analysis of specific training programs.
  • Compliance by Department. This visualization compares compliance rates across different departments, highlighting discrepancies and areas for improvement.

 

Training Overview Over Time page

 

 

Overview

The Training Overview Over Time page provides a temporal analysis of training compliance and progress within an organization. This page allows stakeholders to track trends over time in registrations, progress, and compliance across various courses and departments, offering an indepth look at the dynamics of training activities.

 

How it works

This page shows information over a year-long period to track training activities. It collects and displays the number of people who signed up for courses, how far they've progressed in their courses, and whether they are meeting training requirements. This helps give a clear picture of how training is going over time.

 

Visualizations and insights

  • Registrations and Compliance Overview. Displays the total number of registrations, highlighting how many are compliant, overdue, or not started, giving a broad perspective of engagement and compliance potential over time.
  • Compliance | By Course. Provides a breakdown of compliance rates within individual courses, illustrating which courses have high engagement and success in meeting compliance standards.
  • Compliance | By Department. Compares compliance rates across departments, useful for identifying departments that excel in training adherence or require additional support.
  • Compliant Days and Achievable Days Graphs. These graphs show the time taken from registration to course completion and the forecasted compliance timeline, which help in assessing the efficiency of course administration and predicting future compliance statuses.
  • Not Compliant - Completed and Not Compliant Days Graphs. Visualizes the delay patterns in course completion post-due date, crucial for identifying courses with recurrent delays and planning interventions.

This page acts as a diagnostic tool, helping organizations to pinpoint trends, predict future compliance rates, and take preemptive actions to ensure training effectiveness and adherence to mandatory compliance standards.

 

Compliance Overview by Learner page

 

 

Overview

The Compliance Overview By Learner page offers a detailed view of learner compliance across all training courses. This page is specifically designed to monitor and assess learners’ progress and compliance status, making it easier for managers to identify and address specific training needs and compliance gaps at the individual level.

 

How it works

This page offers functionality to filter and sort data by specific courses or learners, which enables managers and training coordinators to focus on particular areas of interest or concern. It visually represents compliance data alongside course progression, making it easy to understand the current training status at an individual level.

 

Visualizations and insights

This page contains additional optional filters, Filter By | Course and Filter By | Learner. This filter allows you to select one or more courses and/ or one or more learners to filter the data by.

  • Registrations. Shows the total number of registrations and number overdue, indicating the scope of training engagements within the organization.
  • Not Started and In Progress. Counts and displays courses and enrollments that are either not yet started or currently in progress. This section also displays how many of those enrollments are not compliant, helping to identify learners who may need reminders or additional support.
  • Completions. Details the number of courses completed as well as number of enrollments completed, distinguishing between those that are compliant with training requirements and those that are not.
  • Compliance Status. A pie chart that reflects the percentage of courses that are compliant versus those that are not, providing a quick visual reference of overall compliance health.
  • Course Passing Status. A bar chart that breaks down course passing statuses into not started, in progress, and completed, which allows for quick assessment of progress across multiple courses.
  • Data Table By Learner. Lists detailed information for each learner, including the course name, mandatory status, compliance, course passing status, and key dates such as registration and due dates. This comprehensive table is essential for monitoring individual progress and ensuring that learners meet their compliance obligations on time.

This page serves as a detailed resource for managing and optimizing learner engagement and compliance, ensuring that all training requirements are met efficiently and effectively within the organization.

 

Compliance Overview by Department page

 

 

Overview

The Compliance Overview By Department page focuses on tracking and comparing compliance metrics across different departments within an organization. This page helps managers and department heads to evaluate how well each department is adhering to mandatory training requirements and to pinpoint areas that may need additional attention.

 

How it works

This page allows users to filter and view compliance data by specific courses or departments, providing a customizable overview of training compliance. It offers detailed insights into the training status of employees, showing both current progress and areas of potential non-compliance.

 

Visualizations and insights

This page contains additional optional filters, Filter By | Course and Filter By | Learner. This filter allows you to select one or more courses and/ or one or more learners to filter the data by.

  • Registrations. Displays the total number of course registrations, giving an overview of departmental engagement in training activities.
  • Not Started and In Progress. Shows the number of courses that have not been started and those currently in progress, highlighting how active the departments are in completing their required training.
  • Completions. Breaks down the number of courses completed, distinguishing between those completed in compliance with requirements and those not in compliance.
  • Compliance Status By Department. This bar chart details the compliance percentages within each department, illustrating how many have met, exceeded, or failed to meet training requirements.
  • Course Passing Status. A pie chart that shows the completion status of courses department-wide, which helps in quickly identifying the proportion of courses not started, in progress, or completed.
  • Data Table. Provides a detailed list of each course by department, including specific information on the user, course status, and compliance. This table is crucial for drilling down into individual compliance details and understanding specific cases of non-compliance or exemplary performance.

This page serves as a critical tool for ensuring all departments meet their training obligations and maintain high standards of compliance, which is essential for organizational accountability and regulatory adherence.

 

Compliant - Completed before or on Due Date page

 

 

Overview

The Compliant - Completed before or on Due Date page is focused on analyzing the compliance of course completions in relation to their scheduled due dates. This page is particularly useful for assessing the timeliness and efficiency of training completions across the organization, ensuring that courses are not only completed but also done within the required timelines. This report also contains a navigation button that will take you to the Performance Compliant page for additional information.

 

How it works

This page aggregates data on course completions, specifically highlighting those completed on or before the scheduled due dates. It allows users to filter by course or department, providing a tailored view of compliance performance. This detailed monitoring helps in maintaining stringent training schedules and compliance standards.

 

Visualizations and insights

This page contains additional optional filters, Filter By | Course and Filter By | Learner. This filter allows you to select one or more courses and/ or one or more learners to filter the data by.

  • Compliant Summary. A snapshot showing the number of courses completed before, on, or by the due date. It includes a median day calculation to provide a central tendency measure, which helps in understanding the typical completion timeline.
  • Completions On or Before Due Date. A pie chart that visually breaks down the proportion of courses completed on their due date versus those completed before the due date, emphasizing the efficiency of course completions.
  • Compliant I Registration Date to Start Date and Start Date to Completion Date Graphs. These graphs display the distribution of days from registration to start and from start to completion, helping to identify how quickly learners begin and then complete their courses relative to registration and start dates.
  • Compliant I By Course. A bar graph showing the number of compliant completions per course, which helps to identify which courses have the highest levels of timely completion.
  • Compliant I Data Table. Lists detailed compliance data for each course, including course names, users, and relevant dates (registration, start, and due dates), which aids in pinpointing specific cases and overall trends in compliance and timeliness.

This page provides essential insights into the adherence to training schedules and is crucial for organizations aiming to maintain or improve upon their training compliance rates and overall operational efficiency.

 

Compliance Achievable page

 

 

Overview

The Compliance Achievable page is designed to monitor and manage the potential compliance of courses that have either not started or are currently in progress. This page helps to identify at-risk courses and provides necessary insights to ensure that these courses can achieve compliance before the due dates.

 

How it works

This page utilizes various filters to allow users to focus on specific courses or departments, facilitating targeted management of compliance risks. It highlights courses with upcoming deadlines, showing which are in progress or haven't started, to help prioritize actions needed to meet compliance standards.

 

Visualizations and insights

This page contains additional optional filters, Filter By | Course and Filter By | Learner. This filter allows you to select one or more courses and/ or one or more learners to filter the data by.

  • Summary | Not Started | In Progress. Provides quick numeric summaries of courses that are yet to begin and those that are ongoing, helping to gauge the workload and compliance risk.
  • Registrations | By Status. A pie chart that displays the proportions of courses in different stages: in progress and not started. This visualization aids in understanding the overall distribution of course statuses at a glance.
  • Not Started | Days Until Due Date. A graph showing the time remaining until the due date for courses that have not started, which is crucial for scheduling and resource allocation.
  • In Progress | Days Until Due Date. Similar to the above, this graph shows the number of days until the due date for courses that are currently in progress, helping to monitor ongoing courses' risk of non-compliance.
  • Not Started | In Progress | By Course. A bar graph detailing courses by their status (not started and in progress), providing a breakdown of specific courses that require immediate attention to meet compliance.
  • In Progress / Not Started | Days Until Due Date. A table that lists courses, their compliance status, and days until the due date, alongside learner details. This table is essential for identifying specific at-risk courses and implementing timely interventions.

This page is pivotal for ensuring courses meet their compliance deadlines, particularly focusing on those that are lagging or have not yet begun. It enables proactive management of training schedules to ensure all courses are completed in compliance with their respective deadlines.

 

Not Compliant | Overdue page

 

 

Overview

The "Not Compliant | Overdue" page is dedicated to tracking and managing courses that have not met compliance within their scheduled timelines. This page is essential for identifying training delays and non-compliance issues, allowing for focused interventions to address and rectify these shortcomings. This report also contains a navigation button that will take you to the Performance Not Compliant page for additional information.

 

How it works

This page provides a comprehensive view of all courses that are overdue in terms of starting or completing in line with compliance requirements. It offers filtering options by course and department, enabling users to pinpoint specific areas of concern and manage them more effectively.

 

Visualizations and insights

  • Not Compliant Summary. Offers an overview of courses that are not compliant, including the median number of days overdue and the total number of such courses.
  • Registrations | By Status. A pie chart illustrating the proportion of courses that are not started, in progress, or completed but non-compliant, helping to visualize the distribution of non-compliance.
  • Not Started / In Progress | By Days After Due Date. Shows a graph detailing how long courses have been overdue, which is crucial for understanding the urgency and extent of compliance failures.
  • Completed | By Days After Due Date. A line graph displaying the number of days it took for courses to be completed after their due dates, providing insights into the delays in course completion.
  • Not Compliant | By Course. A bar graph showing the number of courses that are overdue by their compliance status—completed, in progress, or not started. This helps in identifying which courses are most frequently non-compliant.
  • Not Compliant | Data Table. Lists detailed information for each overdue course, including the course name, user responsible, and the number of days overdue. This table is key for taking targeted actions to ensure courses are brought into compliance.

This page plays a crucial role in risk management by allowing for the timely identification and correction of compliance-related issues in course training, ensuring that all organizational standards and regulatory requirements are met efficiently.

 

Table View page

 

 

Overview

The "Table View" page provides a detailed, tabular display of all course registrations, completions, and compliance statuses across the organization. This versatile page is particularly valuable for administrators and managers who need to conduct deep dives into specific data points, track individual learner progress, and monitor compliance at a granular level.

 

How it works

This page features a comprehensive table that lists every course along with associated data such as course title, learner details, compliance status, and key dates. Users can filter this information by course, department, learner, compliance status, and course progress, enabling tailored analysis that meets specific reporting or monitoring needs.

 

Visualizations and insights

Detailed Data Table. Central to this page, the table provides a complete overview of courses, including details such as:

  • Catalog Title and Course. Name and identifier for each course.
  • Compliance. Indicates whether the course has been completed in compliance with set standards.
  • Learner Status. Shows the current status of the learner in relation to the course (e.g., Completed, Overdue).
  • User and Email. Information on the individual enrolled in the course.
  • Department and Manager. Departmental affiliation of the learner and their direct manager or supervisor.
  • Registration and Due Date. Key dates showing when the learner was registered and when the course is due.
  •  

This page is a crucial tool for operational management and audit purposes, allowing for efficient tracking and reporting of training activities. It is instrumental in identifying compliance issues, understanding learner engagement, and managing course outcomes effectively within the organization.

 

Performance Compliant page

 

 

Overview

The "Training Overview" page provides a holistic view of training compliance and performance across different departments and learners within the organization. This page is designed to give a quick snapshot of how effectively different departments are meeting their training objectives and the speed at which learners are completing their courses. This page can be accessed from the button on the top of the Compliant – Completed before or on Due Date page.

 

How it works

This page offers several filters for courses, departments, and learners to allow users to tailor the information displayed according to specific needs. It aggregates data into visual representations and detailed tables, making it easier to analyze performance trends and identify areas that may require attention.

 

Visualizations and insights

  • Statistics. Displays basic statistics like median days to completion and the number of learners, which helps in understanding the overall training efficiency across the organization.
  • Completion Performance By Department. A scatter plot that illustrates the start-to-completion times for various departments, showing which departments are efficient in training their staff and which are lagging.
  • Compliant Date Table | By Learner. Provides detailed compliance data for each learner, listing out the courses they have taken, their completion status, and relevant dates. This table is useful for tracking individual compliance and identifying learners who may need additional support.
  • Reg - Comp Days. Shows the number of days between registration and completion for courses, giving insights into the speed of course progress and highlighting potential delays in course completion.

This page is crucial for monitoring training effectiveness and ensuring that the organization meets its compliance and educational goals efficiently. It serves as a central monitoring tool for administrators and training managers to optimize training strategies and improve overall compliance rates.

 

Training Overview: Non-Compliant Performance page

 

 

Overview

The Training Overview: Non-Compliant Performance page is designed to focus on the tracking and analysis of non-compliant training activities across the organization. This page is crucial for identifying trends in non-compliance and understanding the depth and persistence of training issues within specific departments or across the entire company.

 

How it works

This page uses filters for course, department, and compliance status to tailor the displayed data, making it easy to focus on specific areas of concern. The visualizations and tables provide a detailed look at the time elapsed since registration for courses that have not met compliance requirements, offering insights into potential reasons for delays and non-compliance.

 

Visualizations and insights

  • Statistics. Shows basic statistics such as the number of learners and the days from registration to the current date for courses that are not compliant, helping to quantify the extent of non-compliance.
  • Not Compliant Performance By Department. A scatter plot mapping the number of days from registration to today against each department, which illustrates how long non-compliance has been an issue within specific departments.
  • Not Compliant Data Table | By Learner. Provides detailed information about each non-compliant course, including the course name, the learner's details, and key dates like registration and due dates. This table is crucial for identifying specific cases of non-compliance and understanding the context behind each case.

This page serves as a diagnostic tool for management to address and strategize on improving training compliance. It highlights the critical areas where intervention is necessary to meet regulatory and organizational standards, ensuring that all employees are adequately trained and compliant with their respective roles.

 

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