The Power BI - Training and Learner Details Overview report

Overview and purpose

The Training and Learner Details Power BI Report provides a comprehensive analysis of training data within the organization. This report covers course-related information such as learning modules, SCORM packages, quizzes, training plans, and learner data. With a focus on both overall organizational insights and specific learner details, this report allows stakeholders to monitor training performance, assess learner engagement, and make data-driven decisions to enhance learning outcomes.

The purpose of this report is to give organizations a detailed understanding of training programs and learner participation. It helps track progress, identify trends, and ensure that training efforts align with strategic goals. By leveraging this report, organizations can optimize their learning strategies, improve user engagement, and address any gaps in training delivery.

 

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.

 

Course Attempts Overview 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.

 

 

• Training Overview. Insights into overall training metrics.
• Training Details. Course-specific information.
• Associated Content. Relationships between courses and content.
• Training Plan Courses. Details of training plans and associated courses.
• Learner Overview. High-level learner statistics.
• Learner Details. Detailed learner information.

 

Training Overview Page

 

Overview

The Training Overview Page provides a comprehensive summary of an organization’s training programs. It offers insights into key training metrics, including the total number of courses, training plans, and catalogs. Additionally, this page provides a clear view of the publication status of training, mandatory versus optional courses, and how training content is distributed across catalogs. By consolidating this information, the Training Overview Page enables stakeholders to monitor the breadth of available training opportunities and assess how well they align with organizational objectives.

 

How it works

Users can filter the data by clicking on any labels or visual elements (bars, donut sections, etc.). The page updates dynamically based on what is selected, providing a tailored view of training progress and learner performance.

 

Visualizations and insights

Visualizations

The Training Overview Page features several key visualizations that provide detailed insights into the organization’s training landscape.

Number of Courses by Catalog. A bar chart displaying the total number of courses grouped by catalog. This visualization helps organizations assess the distribution of training content across different catalogs, highlighting which catalogs contain the most training resources.

Course Type Distribution. A horizontal bar chart illustrating the breakdown of courses by type, (eLearning, Instructor-Led Training (ILT), and training plans). This breakdown allows stakeholders to understand the preferred methods of training delivery within the organization.

Displayed in Catalog. A donut chart that shows how many courses are currently displayed in the catalog versus those that are hidden. This visualization helps administrators ensure that critical training materials are visible and accessible to learners.

Approval Method. A dual-visualization section, featuring both a donut chart and a bar chart, detailing the approval processes used for course enrollments. The visual shows the distribution between automatic approvals, line manager approvals, and LMS administrator approvals, providing insight into the level of oversight required for various training programs.

Published vs. Unpublished Courses. A stacked bar chart highlighting the number of published and unpublished courses. This helps stakeholders understand how much training content is available to learners and how much is still in development.

Required vs. Optional Courses. A vertical bar chart that distinguishes between required and optional training programs. This visual is critical for compliance tracking, ensuring that all necessary training is being prioritized and completed.

 

Insights

The Training Overview Page provides valuable insights that support strategic decision-making.

Identify Catalog Performance. By assessing the number of courses in each catalog, organizations can determine which catalogs are most resource-rich and which may require additional content.

Understand Training Content Balance. The distribution of course types helps organizations ensure that they are providing a balanced mix of eLearning, ILT, and training plans to meet diverse learning preferences.

 

Training Details Page

 

Overview

The Training Details Page offers a comprehensive and detailed breakdown of each course available within the organization’s training ecosystem. This page serves as a central hub for accessing critical information such as course ratings, course types, descriptions, and unique course details and settings.

 

How it works

The Training Details Page features an intuitive filtering system that allows users to refine the displayed data based on specific criteria. Filters available on this page include.

Catalog. Select specific catalogs to view relevant courses associated with each one.

Mandatory Status. Distinguish between required and optional training, allowing a focus on essential learning pathways.

Publication Status. Filter between published and unpublished courses to understand what content is currently available to learners.

Admins. Identify courses based on the assigned administrators responsible for content management and oversight.

Categories. Filter courses by categories to streamline analysis and focus on specific areas of interest or organizational priorities.

Last Modified Date. View recently modified courses, allowing stakeholders to monitor updates and ensure learners have access to the most current content.

 

Visualizations and insights

Visualizations

The Training Details Page includes key visualizations and data tables designed to provide actionable insights into the organization’s training content.

Course Details Data Table. This comprehensive data table lists all available courses and displays essential information, including:

• Catalog
• Course Title (with links for easy navigation)
• Average Rating
• Number of Ratings
• Course ID
• Course Type
• Description
• Course Admins
• Categories
• CEUs
• Duration (Minutes)
• Required
• Modified At
• Created At
• Shown in Catalog
• Enrollment Flow
• Published
• Due Date
• Certificate Expiry Enabled
• Fixed Date
• Days After Completion
• Retake Allowed

 

Metrics Summary. Displays high-level statistics, including:

• Total Training Plans. The total number of training plans available.
• Total Courses. The total number of courses available across all catalogs.
• Published Courses. The number of courses currently published and accessible to learners.
• Shown in Catalog. The number of courses currently displayed in the catalog.
• Mandatory Courses. The count of courses marked as required.
• Average Rating. The overall average rating across all courses, offering a general sense of learner satisfaction.

 

Insights

The Training Details Page provides critical insights that support data-driven decision-making and strategic planning.

Analyze Course Performance. By examining the average rating and number of ratings, organizations can assess which courses are resonating with learners and identify opportunities to enhance underperforming content.

Identify Recently Modified Courses. The Last Modified Date filter and data table columns allow administrators to quickly identify courses that have been recently updated. This is particularly useful for ensuring learners have access to the most current training materials and for prioritizing review cycles.

Understand Course Availability. The Publication Status filter, combined with the Shown in Catalog metric, provides clear visibility into which courses are readily available to learners and which are still in development or under review.

Evaluate Training Distribution. The Course Type breakdown allows stakeholders to understand the balance between eLearning, ILT, and training plans, helping them ensure that the organization’s training offerings align with learner needs and preferences.

Support Content Management Strategies. The Admins filter enables organizations to track which team members are responsible for managing specific courses.

 

Associated Content Page

 

Overview

The Associated Content Page offers a comprehensive view of the relationship between training courses and their associated content, including learning modules, SCORM packages, and quizzes. This page is crucial for understanding the structure and depth of each course, as it highlights the key components that contribute to the overall training experience. By displaying these associations, the page enables organizations to assess the completeness of their training offerings and identify which courses provide the most robust learning experiences.

 

How it works

The page features a series of intuitive filters that allow users to refine the data for more tailored insights. These filters include:

Catalog. Filter courses based on the catalog they belong to, allowing users to focus on specific training libraries.

Course Type. Narrow the view to eLearning, ILT (Instructor-Led Training), or training plans.

Mandatory Status. Filter courses whether they are mandatory or optional, helping organizations prioritize essential training.

Publication Status. Select between published or unpublished courses to assess what content is currently available to learners.

Admins. View content associated with specific administrators responsible for course management.

Categories. Filter courses by category to analyze training programs within specific subject areas.

 

Visualizations and insights

Visualizations

The Associated Content Page includes two primary visualizations designed to provide a detailed understanding of course content relationships.

Metrics Summary. A set of summary tiles that display total counts for each content type, including:

• Total Courses. The overall number of courses in the dataset.
• Learning Modules. Total number of learning modules associated with the listed courses.
• SCORM Packages. Count of SCORM packages linked to each course.
• Quizzes. Total quizzes available within the training offerings.

These metrics provide a quick snapshot of the organization’s training content structure, allowing stakeholders to assess the breadth and depth of available learning resources at a glance.

Content Overview Data Table. This comprehensive data table lists each course alongside its corresponding learning modules, SCORM packages, and quizzes. The table allows users to see what training components are associated with each course.

 

Insights

The insights provided by the Associated Content Page help organizations optimize their training strategies by:

Identifying Courses with Extensive Content Coverage. By analyzing the number and variety of associated content items, organizations can determine which courses offer the most comprehensive learning experiences. These courses are often more engaging and provide learners with multiple opportunities to master the material.

Determining Content that Drives Learner Engagement. Reviewing the relationships between courses and content types can reveal which training components are most commonly associated with successful course completions.

Highlighting Gaps in Content. The table and metrics summary can help pinpoint courses that lack essential content, such as quizzes for assessment or SCORM packages for interactive learning. Addressing these gaps can enhance learner engagement and improve training outcomes.

Aligning Training Components with Learning Objectives. Understanding how different content types contribute to course outcomes allows organizations to align their training components with overall learning objectives. This ensures that each course is designed to meet its intended educational goals effectively.

 

Training Plan Courses Page

 

Overview

The Training Plan Courses Page provides a detailed look into the structure of training plans within the organization, specifically focusing on the courses that form part of these plans.By mapping the relationship between training plans and their corresponding courses, this page allows for better planning and management of training initiatives.

 

How it works

The page features an interactive layout with filters on the left-hand side that allow users to refine and customize their view of the data. Users can apply the following filters to narrow down the data:

• Catalog
• Training Status
• Show in Catalog
• Course Type
• Publishing Status
• Admins
• Categories
• Last Modified

When a filter is applied, the data table and visualizations update dynamically, providing real-time, tailored insights.

 

Visualizations and insights

Visualizations

The Training Plan Courses Page includes the following visualizations, each designed to provide detailed insights.

Training Plan Data Table. This central table lists all training plans along with the courses included in each plan. Columns display details such as the training plan name and associated courses.

Metrics Summary. Located at the top of the page, this section provides key performance indicators (KPIs), including:

• Total Training Plans
• Number of Published Courses
• Number of Mandatory Training
• Modified in the last week, last month and last 3 months

 

Insights

The insights gained from the Training Plan Courses Page are essential for understanding how training plans contribute to workforce readiness and compliance.

Assess Training Plan Structure. Review how courses are distributed across different training plans to ensure that each plan covers all essential learning components and identify gaps where additional courses may be required to strengthen the training plan.

Identify Mandatory Training Components. Determine which training plans contain mandatory courses critical for compliance. Ensure that mandatory training is adequately represented and accessible to relevant learners, minimizing compliance risks.

 

Learner Overview Page

 

Overview

The Learner Overview Page provides a comprehensive summary of learner demographics within the organization. It displays aggregated statistics that highlight user distributions across various organizational segments such as departments, offices, job titles, and geographical locations. By providing these insights, this page helps organizations understand how their workforce is structured, which departments have the most learners, and how learners are distributed globally. This page is particularly useful for identifying trends in learner engagement and tailoring training programs to meet the specific needs of different user groups.

 

 

How it works

The Learner Overview Page is equipped with multiple interactive filters that allow users to refine the data based on specific criteria. These filters include:

• User Status
• Job Title
• Department
• Manager
• City
• Office

When any filter is applied, all visualizations on the page dynamically update to reflect the selected criteria.

 

Visualizations and insights

Visualizations

The Learner Overview Page includes various visualizations designed to provide detailed insights into learner distribution and engagement.

Number of Users by Job Title. A bar chart that shows the total number of users within each job title category. This visualization helps organizations understand which roles have the highest number of learners, supporting role-specific training strategies.

Number of Users by Department. A bar graph that breaks down learner counts by department. This visual is essential for identifying departments with the largest learner populations and understanding how training needs may vary across different teams.

Number of Users by Manager. This chart displays the distribution of learners based on their reporting managers. It allows organizations to evaluate managerial influence on learner engagement and identify managers who oversee large learning groups.

User Status. A segmented bar chart illustrating the number of active versus inactive users.

User Type. A stacked bar chart showing the proportion of internal versus external users. Understanding this breakdown is critical for tailoring training programs to meet the specific needs of internal and external users.

Geographic Distribution (Users by Country, City, and Office). Multiple visualizations that display learner distributions across different geographical locations. These visuals help organizations understand their global learning footprint and plan region-specific training initiatives.

 

Insights

The Learner Overview Page offers valuable insights that support strategic workforce development.

Identify Key Departments. By understanding which departments have the largest learner bases, organizations can allocate training resources more effectively and design department-specific learning paths.

Assess External Engagement. The differentiation between internal and external users allows organizations to evaluate the engagement levels of external stakeholders, such as partners or clients, and adjust training offerings accordingly.

Analyze Geographic Distribution. Knowing where learners are located geographically helps organizations plan localized training sessions, accommodate different time zones, and address region-specific learning needs.

 

Learner Details Page

 

Overview

The Learner Details Page provides a comprehensive view of individual learner profiles within the organization. It offers detailed information such as job titles, departments, user statuses, and office locations. This page plays a critical role in workforce analysis by allowing stakeholders to explore learner demographics, and identify opportunities for targeted learning and development. By offering granular insights into the learner population, organizations can tailor training initiatives, streamline user management processes, and support overall workforce planning.

 

How it works

The Learner Details Page includes a variety of user-friendly filters designed to refine and customize the dataset based on specific criteria. Filters include:

• User
• User Status
• User Type
• Job Title
• Department
• Manager
• City
• Office

When any filter is applied, all visualizations on the page dynamically update to reflect the selected criteria.

 

Visualizations and insights

Visualizations

The Learner Details Page includes key visualizations and data representations to provide actionable insights.

Learner Data Table. A detailed table listing each learner with associated information, including:

• User
• Email Address
• Job Title
• Manager
• Department
• Office and City
• User Status
• User Type

Metrics Summary. Positioned at the top of the page, this section provides an at-a-glance summary of key metrics, including:

• Total Users. Displays the overall number of users within the organization.
• Active vs. Inactive Users. Shows how many users are currently active or inactive.
• External Users. Indicates the number of users from outside the organization, allowing for the assessment of external engagement.
• Job Titles, Departments, and Offices. Summarizes the distribution of learners across key organizational dimensions.

 

Insights

The insights generated from the Learner Details Page are essential for strategic workforce management.

Review Learner Demographics. Gain a deep understanding of the learner population by analyzing distributions across job titles, departments, offices, and locations. This information helps ensure training programs are inclusive and relevant to all professional groups.

Analyze Organizational Placement. Understand the structure of the workforce by examining reporting lines, department memberships, and geographic locations. This insight supports strategic planning by identifying areas where additional training or resources may be needed.