The Power BI - Learner Transcript report

Overview and purpose

The Learner Transcript Power BI Report offers a comprehensive view of both active and inactive users' transcripts. It tracks key data points, including course progress, certificate statuses, and skills data. This report helps organizations monitor learner development, ensure training compliance, and identify when reassessment is needed. The report is structured across four main pages: Splash Page, Transcript, Certificates, and Skills, each providing unique insights into learner performance.

The purpose of the Learner Transcript Report is to deliver a detailed analysis of learners' training journeys, track course completion statuses for both active and inactive users, monitor certificate validity to ensure compliance, and analyze skill development and track granted, revoked, and expiring skills.

 

Report structure

Overview

The report is structured across several interactive pages, each focusing on specific aspects of training and learner details. Key features include dynamic visualizations, customizable filters, and summary metrics that provide at-a-glance insights.

 

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: Hover over charts or graphs to view additional information, such as percentages and specific data points.
• Drilling Down: Click on sections of visuals (e.g., bars in a bar chart or slices of a pie chart) to drill down into more detailed data. The entire page updates based on your selection.
• Filter Usage: Use the slicers on the left side of each page to customize data views. Changes to filters will dynamically update all visuals on the page.

 

Learner Transcript Report Splash Page

 

Overview

The Splash Page introduces the report and outlines its purpose. It also provides navigation buttons that allow users to quickly access various report sections.

 

Navigating to Report Sections

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

 

 

Transcript. View user course progress and statuses.

Certificates. Analyze certificates by status

Skills. Review user skill statuses, levels, and revocations.

 

Transcript Page

 

Overview

The Transcript Page offers a comprehensive view of learner progress across all assigned courses. This page tracks each learner’s training journey by showing the completion status of courses categorized as Completed, In Progress, and Not Started. This page is particularly useful for managers, administrators, and learning and development teams seeking to track learner progress, ensure compliance with mandatory training, and identify learners who may benefit from additional support.

 

How it works

The Transcript Page is designed for ease of use, with dynamic filtering options and interactive visuals that adapt based on user selections.

Filters. Located on the left side of the page, these filters enable users to refine the dataset and focus on specific training metrics. The available filters include:

• User
• Manager
• Department
• Course
• Status
• User Status
• User Type

 

All visualizations and metric summaries adjust instantly based on selected filters, providing a tailored view of learner progress and allowing stakeholders to focus on areas most relevant to them.

 

Visualizations and insights

Visualizations

Transcript Data Table. This central visual lists all assigned courses per user, providing detailed information such as:

• User Name
• Course Title
• Status
• Completion Date
• User Status
• User Type

 

Metrics Summary. A high-level summary showcasing completed, not started and in progress metrics.

 

Insights

The insights provided by the Transcript Page empower organizations to make data-driven decisions regarding learner engagement, training effectiveness, and compliance.

Identify Users with Incomplete Training for Follow-Up. Quickly spot learners who have not started or are in the process of completing assigned courses. This enables managers and training administrators to provide reminders, support, or additional resources to encourage course completion.

Assess Department-Level Training Completion Rates. Understand which departments are meeting training goals and which may need further attention. This information is crucial for aligning training completion with organizational compliance and performance benchmarks.

Recognize High-Achieving Learners for Acknowledgment. Highlight users who consistently complete training on time, demonstrating high levels of engagement and performance. Recognizing these learners can help motivate others and promote a culture of continuous learning.

Comprehensive Tracking. Provides a complete view of each learner’s training history, including courses completed, currently in progress, and not yet started for active and inactive learners.

Managerial Insights. Enables managers to track team progress and address training gaps effectively.

Performance Monitoring. Tracks learner progress over time, helping organizations meet compliance and learning objectives.

 

Certificates Page

 

Overview

The Certificates Page in the Learner Transcript Power BI Report plays a crucial role in certificate management by tracking and displaying the status of certificates associated with learner training. It categorizes certificates into three key statuses—Valid, Expiring, and Expired—allowing organizations to monitor certification trends, maintain compliance, and identify potential risks related to expiring qualifications. This page serves as an essential tool for compliance officers, managers, and training administrators who need to ensure that learners meet required certification standards within specified timeframes.

 

How it works

The page operates through an intuitive filtering system located on the left side, which enables users to refine the data based on several criteria. Filters include User, Manager, Department, Course, Certificate Status, User Status (active or inactive), and User Type (internal or external). These dynamic filters help users focus on specific subsets of data. The central component of the page, the Certificates Data Table, updates automatically as filters are applied.

 

Visualizations and insights

Visualizations

The Metrics Summary section at the top of the page offers a quick snapshot of overall certification status within the organization. This summary presents the total number of certificates categorized by their status—Valid, Expiring, and Expired—giving users an at-a-glance understanding of their organization's certification health. These metrics are particularly useful for identifying trends, such as departments that consistently maintain valid certifications or areas where certificates frequently expire without renewal.

The central component of the page, the Certificates Data Table, updates automatically as filters are applied. This table displays critical details for each certificate, including the associated user, course title, certificate status, issue date, and expiry date. By providing this granular level of detail, the data table makes it easy for users to assess which certificates are current, which are about to expire, and which have already expired.

 

Insights

The insights derived from the Certificates Page are essential for proactive compliance management. The page helps users easily identify certificates that are nearing expiration, allowing managers or training administrators to schedule reassessment sessions and prevent compliance gaps. Additionally, by determining which users are at risk of non-compliance due to expiring or expired certificates, organizations can prioritize interventions and ensure that critical certifications are renewed promptly. This reduces the risk of operational disruptions that can occur when learners lack the necessary certifications. Lastly, tracking certification trends across different departments can highlight organizational strengths and weaknesses in training and certification practices, guiding future training initiatives and compliance strategies.

 

Skills Page

 

Overview

The Skills Page in the Learner Transcript Power BI Report offers a comprehensive view of user skill development within an organization. It focuses on tracking the lifecycle of skills, including those that have been granted, revoked, or are nearing expiration. This page plays a vital role in understanding how learners are progressing in their professional development, highlighting areas where additional training or reassessment may be needed. By providing detailed insights into skill acquisition and retention, the Skills Page helps organizations align learner development with strategic objectives, ensuring that critical competencies are maintained across teams.

 

How it works

Functionality on the Skills Page is driven by a robust set of filters located on the left-hand side, allowing users to refine data based on several parameters. These filters include User, Manager, Department, Skill, Skill Status (granted, revoked, expiring, or expired), User Status (active or inactive), and User Type (internal or external). As users adjust these filters, the data displayed on the page updates dynamically in real-time.

 

Visualizations and insights

Visualizations

Metrics Summary. Provides a high-level overview of the total number of skills across different status categories—Valid, Expiring, and Expired. This snapshot helps organizations quickly assess their overall skills health and identify areas where immediate action may be required.

Skills Data Table. Provides a detailed breakdown of user skills. This table lists each skill associated with a user, along with key details such as skill level, skill status (granted or revoked), granting and revocation dates, and the responsible party who granted or revoked the skill. This level of granularity allows organizations to monitor skill development over time, ensuring that critical competencies are both acquired and maintained.

 

Insights

The insights generated from the Skills Page are critical for strategic workforce development. By tracking the development of critical skills, organizations can ensure that employees possess the competencies needed to meet current and future business demands. The page also enables users to identify skills requiring reassessment or renewal, helping to maintain a high level of operational readiness and reducing the risk of skill gaps. Additionally, organizations can analyze which skills contribute most significantly to learner development, informing future training programs.