Create a Dashboard in People Analytics

People Analytics Dashboards

People Analytics dashboards enable you to view detailed insights about specific data, helping you explore data, monitor activities or events, identify patterns, and discover relationships.

People Analytics offers two dashboard templates, each with multiple layouts from which to choose.
  • Tabbed – Organizes your visualizations on individual tabs.
  • Infographic – Presents information using multiple visualizations on a scrolling page.

Dashboard Visualizations

People Analytics dashboards enable you to create visualizations to illustrate trends, comparisons, and relationships in your data. Several different types of visualizations are available, including pie charts, bar graphs, and tables. You can select a specific visualization for your data, or you can allow People Analytics to automatically select the appropriate visualization for your data type.

You can add the following visualizations to a dashboard:

Area
Displays an area chart that enables you to view the magnitude of change over time. An area visualization is similar to a line chart, but the results for each column display in a stack, and the areas below each line are filled with colors or patterns.
The placeholder for area charts in Cognos Analytics
Bar
Displays a horizontal bar chart that enables you to compare data or show trends over time.
The placeholder for bar charts in Cognos Analytics
Box Plot
Displays a box plot that enables you to to identify outliers and compare distributions. Box plots show the mean quartiles, median quartiles, and outliers for a variable. Each box has extending lines that connect to a data point and provide additional information about the spread of data. The empty circles (O) are the outliers in the data.
The placeholder for box plots in Cognos Analytics
Bubble
Plots your numeric data on a scale to enable you to view relationships. The bubble visualization uses three measures to display data: the x-axis, the y-axis, and the size of each bubble.
The placeholder for bubble charts in Cognos Analytics
Bullet
Displays a bullet chart that enables you to compare measures against a target value.
Note The drill-through feature is not available for bullet visualizations.
The placeholder for bullet charts in Cognos Analytics
Column
Displays a vertical bar chart that enables you to compare data or show trends over time.
The placeholder for column visualizations in Cognos Analytics
Crosstab
Displays a crosstab that enables you to view relationships between three or more columns. For more information about crosstabs, refer to the Create a Crosstab Report in People Analytics job aid in the UKG Community™ Library.
The placeholder for crosstab visualizations in Cognos Analytics
Data player
Displays a video player that enables you to animate all visualizations on your dashboard to view the impact of a specified data item. Select the Play icon to play an animation that filters all visualizations by each value of the specified data item.
The placeholder for a data player in Cognos Analytics
Decision tree
Displays a connected hierarchy of boxes. Each box represents a group of records, and each branch corresponds to a decision rule. Decision rules predict outcomes in the target field. To view a decision rule, select the Expand icon to expand the decision tree, and then select the Rules tab.
Note Filters are not supported for decision tree visualizations.
The placeholder for decision tree visualizations in Cognos Analytics
Drop-Down List
Displays a drop-down list that enables users to quickly filter other visualizations on the same tab by the selected values. You can use the visualization's properties to enable single-select or multi-select mode.
the drop-down list visualization
Driver analysis
Displays the key drivers, or predictors, for a target. The drivers are listed in order of weakest to strongest, with the weakest drivers on the left and the strongest drivers on the right.
Note Filters are not supported for driver analysis visualizations.
The placeholder for driver analysis visualizations in Cognos Analytics
Heat map
Displays a matrix type heat map that enables you to view the relationship between columns. The relationship between two columns is indicated by their color and the intensity of their color.
The placeholder for heat map visualizations in Cognos Analytics
Hierarchy bubble
Displays a bubble chart with nested bubbles that enable you to view relationships for a large amount of data in a small space. This visualization is similar to the bubble visualization, but uses nested bubbles that represent a hierarchy.
The placeholder for hierarchy bubble visualizations in Cognos Analytics
KPI
Displays a key performance indicator (KPI) that includes two related measures and an optional sparkline.
The placeholder for KPI visualizations in Cognos Analytics
Legacy map
Displays a map that enables you to view patterns in your data by geography. You can use a legacy map when you are not connected to the internet.
The placeholder for legacy map visualizations in Cognos Analytics
Line
Displays a line chart that enables you to view trends over time.
The placeholder for line visualizations in Cognos Analytics
Line and column
Displays a line chart and a vertical bar chart, enabling you to view relationships between multiple sets of data.
The placeholder for line and column visualizations in Cognos Analytics
List
Displays a list that provides a hierarchical view of your data.
The placeholder for list visualizations in Cognos Analytics
Map
Displays a map that enables you to view patterns in your data by geography.
The placeholder for map visualizations in Cognos Analytics
Marimekko
Displays your data in columns of varying widths that contain bars of varying heights. A marimekko visualization is similar to a stacked column visualization. The width of a column is based on the value of the data assigned to the width field. The height of each bar is a percentage of the column's total value.
The placeholder for Marimekko visualizations in Cognos Analytics
Network
Displays your data in circular nodes that are connected together with lines. This enables you to view connections, networks, and points of intersection in your data.
The placeholder for network visualizations in Cognos Analytics
Packed bubble
Displays a packed bubble chart that enables you to view relationships for a large amount of data in a small space. This visualization is similar to the bubble visualization, but does not plot the bubbles over a grid.
The placeholder for packed bubble visualizations in Cognos Analytics
Pie
Displays a pie chart that categorizes your numerical data into slices, enabling you to view each slice as a percentage of a whole.
The placeholder for pie visualizations in Cognos Analytics
Point
Plots your data vertically to enable you to view trends over time. A point visualization is similar to a line chart, but doesn't use lines to connect points.
The placeholder for point visualizations in Cognos Analytics
Radar
Shows which variables have similar or outlier values and which variables are scoring high or low within a data set.
the radar visualization
Radial
Displays your data in a radial bar chart that enables you to compare data. Each bar is plotted in a circular shape. Longer bars represent larger values.
The placeholder for xxx visualizations in Cognos Analytics
Scatter
Displays your data in a scatter chart that enables you to view correlations between different sets of data. Scatter visualizations use data points to plot two measures anywhere along a scale.
The placeholder for xxx visualizations in Cognos Analytics
Spiral
Displays the key drivers, or predictors, for a target. Stronger drivers appear closer to the center of the spiral.
Note Filters are not supported for spiral visualizations.
The placeholder for spiral visualizations in Cognos Analytics
Stacked bar
Displays your data in a stacked bar chart that enables you to compare the proportional total of each horizontal bar in a stack.
The placeholder for stacked bar visualizations in Cognos Analytics
Stacked column
Displays your data in a stacked bar chart that enables you to compare the proportional total of each vertical column in a stack.
The placeholder for stacked column visualizations in Cognos Analytics
Summary
Displays the total or count of a data item.
The placeholder for Summary visualizations in Cognos Analytics
Sunburst
Displays decision tree nodes in a sunburst chart to enable you to view how underlying data predicts a target. Decision rules predict outcomes in the target field. To view a decision rule, select the Expand icon to expand the sunburst, and then select the Rules tab.
The placeholder for Sunburst visualizations in Cognos Analytics
Table
Displays detailed information in rows and columns. Each column contains the values of a data item or a calculation based on your data.
The placeholder for Table visualizations in Cognos Analytics
Treemap
Displays large sets of hierarchical data in a treemap that enables you to view patterns and exceptions.
Note The treemap visualization does not display negative numbers.
The placeholder for Treemap visualizations in Cognos Analytics
Waterfall
Displays your data in a waterfall chart that enables you to view the cumulative effect of positive and negative values on an initial value. The bars in a waterfall visualization are not totals. The initial value in a waterfall visualization is increased and decreased by a series of time-based or category-based intermediate values, leading to a final cumulative value in the far right column.
The placeholder for Waterfall visualizations in Cognos Analytics
Word cloud
Displays a text-based visualization of a column. The text height represents the scale.
The placeholder for word cloud visualizations in Cognos Analytics

People Analytics Dashboard Access

To create dashboards users must be assigned to the Analytics User, Author, or Reporting Administrator role.

Important Users assigned to any Consumer role are unable to create dashboards. For example, if a user is assigned to a Consumer role as well as to a Reporting Administrator role, then access to creating dashboards for that user is removed in all feature areas. Even though a Reporting Administrator is permitted to create dashboards, dual assignment to a Consumer role denies access to dashboard creation.

Create a Dashboard in People Analytics

Use People Analytics dashboards to monitor events and activities at a glance, and make informed decisions about your strategic initiatives.

Navigation:Menu > Administration > People Analytics (Business Intelligence)

  1. From the People Analytics application bar, select the Open Menu icon.
  2. From the Open Menu, select New, and then select Dashboard.
  3. On the Create a Dashboard page, select one of the following templates:
    OptionDescription
    TabbedOrganizes your visualizations on individual tabs.
    InfographicPresents information using multiple graphics on a scrolling page.
  4. Select Create.
  5. Select a package:
    1. At the Sources tab, select Select a Source.
    2. In the Select a Source dialog box, navigate to a package location, and then select Add.
    Note To locate a package, navigate to the UltiPro BI Content folder, select the folder for the appropriate product or feature, and then select the appropriate Delivered Packages folder. For example, UltiPro BI Content > UltiPro BI for Core HR and Payroll > UltiPro Delivered Packages.
  6. Add a dashboard visualization, using one of the following methods:
    • If you know the type of visualization you want to use, select the Visualizations tab, and then select the type of visualization.
    • If you know the data that you want to view, but are not sure how to present it, drag and drop the data item onto the work area. People Analytics automatically displays the data item in the appropriate visualization.
      Note If you want to select a different visualization type, from the on-demand toolbar, select the Change Visualization icon, and then select a new visualization.
    Note To maximize a visualization in a square, drag a visualization or data item over the center of the square, and then drop the item over the Drop Here to Maximize icon.
    Single data item added to a blank dashboard – Company Code
  7. To add data to a visualization, select the visualization from the work area, and then drag and drop data items from the Sources tab to the appropriate drop zones in the Fields pane. Ensure that you add a data item to the drop zone for each required field. Required fields are indicated by asterisks (*).
    Note You can locate data items to add to the dashboard by navigating through the folder structure or by using the search function. If you know where a data item is located, expand the package folders and query subjects to retrieve the data item. If you are unsure of the data item location, you can enter a term in the Search field above the package folders.
    When all required data items are added, People Analytics renders the visualization. Line and Column Visualization populated with Data
  8. Continue adding visualizations to the canvas as needed.
  9. (Optional) Add filters to the dashboard as needed. For detailed information about adding filters to a dashboard, refer to the Filter Data in a People Analytics Dashboard job aid in the UKG Community Library.
  10. Save the dashboard.
    1. Select the Save icon.
    2. Enter a name for the dashboard.
    3. Select a location for the dashboard.
      Note Dashboards saved to the My Content folder are available only to the current user and cannot be viewed by others. The contents of this folder are deleted when an employee leaves the organization. For that reason, content that is important to your organization should be stored in a public folder within the zzzCompany Folders folder structure.
    4. Select Save.

Modify a Visualization

Edit a visualization to select new colors, modify titles, add or remove data, change the type of visualization, or modify additional properties.

Navigation:Menu > Administration > People Analytics (Business Intelligence)

  1. From the UKG Pro® People Analytics portal, open the dashboard.
    1. From the People Analytics application bar, select the Open Menu icon.
    2. From the Open Menu, select Content.
    3. From the Content page, select a tab, and then navigate to the location of the dashboard.
    4. Select the Action Menu icon for the dashboard.
    5. Select Open.
  2. From the dashboard toolbar, turn the Edit toggle on.
    the dashboard toolbar with the edit toggle on
  3. If you are editing a delivered dashboard, save the dashboard to a new location.
    1. Select the Save icon.
    2. Enter a name for the dashboard.
    3. Select a location for the dashboard.
      Note Reports saved to the My Content folder are available only to the current user and cannot be viewed by others. The contents of this folder are deleted when an employee leaves the organization. For that reason, content that is important to your organization should be stored in a public folder within the zzzCompany Folders folder structure.
    4. Select Save.
  4. Select a visualization.
  5. (Optional) Select the Expand icon from the visualization frame to expand the visualization.
  6. (Optional) To edit the title of the visualization, from the on-demand toolbar, select the Edit the Title icon, and then modify the title as needed.
    The visualization title appears in edit mode. The on-demand toolbar updates to include font and paragraph formatting options.
  7. (Optional) To modify properties for the visualization, from the application bar, select Properties, and then modify any of the properties that appear.
    Note Properties for the visualization display on the Visualization tab and General tab. The available properties vary based on the visualization type.
  8. (Optional) To modify the data included in the visualization, from the application bar, select Fields, and then complete any of the following actions:
    • To add data to the visualization, drag and drop data items from the Sources tab to the appropriate drop zones in the Fields pane.
    • To remove data from the visualization, select the More (vertical ellipses) icon next to the data item, and then select Remove Column.
    • Drag and drop a data item to a different field, if needed.
  9. (Optional) To change the visualization type, from the on-demand toolbar, select the Change Visualization icon, and then select a new visualization.
    Note If you select a visualization that has different data requirements, ensure that you add a data item to each required drop-zone in the Fields pane. Required fields are indicated with an asterisk (*).
  10. (Optional) Align or distribute visualizations horizontally or vertically:
    • To align visualizations, drag your mouse cursor to select at least two visualizations, select the Align icon from the on-demand toolbar, and then select the appropriate option from the drop-down list.
    • To distribute visualizations, drag your mouse cursor to select at least three visualizations, select Align icon from the on-demand toolbar, and then select the appropriate option from the drop-down list.
  11. Select Save.

Repeat a Column or Row

Some visualizations, such as an Area visualization, allow you to repeat the visualization to view data by a specified row or column. For example, you might want to view your data by year. You can add a Year data item (or calculation) to the Repeat (Column) slot or Repeat (Row) slot to replace a single visualization with a visualization for each year.

Navigation:Menu > Administration > People Analytics (Business Intelligence)

  1. From the UKG Pro® People Analytics portal, open the dashboard.
    1. From the People Analytics application bar, select the Open Menu icon.
    2. From the Open Menu, select Content.
    3. From the Content page, select a tab, and then navigate to the location of the dashboard.
    4. Select the Action Menu icon for the dashboard.
    5. Select Open.
  2. From the dashboard toolbar, turn the Edit toggle on.the dashboard toolbar with the edit toggle on
  3. From the dashboard canvas, select the visualization you want to repeat.
  4. From the Source pane, drag and drop a data item to one of the following slots in the Fields pane:
    OptionDescription
    Repeat (Column)Repeats the visualization in multiple columns.
    Repeat (Row)Repeats the visualization in multiple rows.
  5. (Optional) Specify whether chart iterations for each value of the repeated row or column appear one at a time:
    1. With the visualization selected, select the Properties icon.
    2. On the Visualization tab, scroll and expand Chart.
    3. Turn the Use Iterator toggle on.
      When this option is selected, arrow buttons enable you to view the next or previous iteration.
  6. (Optional) To sort the repeated visualizations, select the More (vertical ellipsis) icon beside the repeated data item, select Sort, and then select an option. The following sort options are available:
    • Sort ascending
    • Sort descending
    • Auto
    • Custom
  7. (Optional) To filter the repeated visualizations, select the More (vertical ellipsis) icon beside the repeated data item, select Filter, and then select values or add a filter condition.
  8. Select Save.

Modify Dashboard Tabs

The Tabbed dashboard type enables you to organize your visualization on individual tabs. Use the on-demand toolbar to modify dashboard tabs.

Navigation:Menu > Administration > People Analytics (Business Intelligence)

  1. From the UKG Pro® People Analytics portal, open the dashboard.
    1. From the People Analytics application bar, select the Open Menu icon.
    2. From the Open Menu, select Content.
    3. From the Content page, select a tab, and then navigate to the location of the dashboard.
    4. Select the Action Menu icon for the dashboard.
    5. Select Open.
  2. From the dashboard toolbar, turn the Edit toggle on.the dashboard toolbar with the edit toggle on
  3. Select a dashboard tab to view the on-demand toolbar.
  4. (Optional) To edit the title of a tab, from the on-demand toolbar, select the Edit the Title icon, and then enter a descriptive name for the tab.
  5. (Optional) To copy a tab, from the on-demand toolbar, select the Duplicate icon.
  6. (Optional) To change the template of a tab, from the on-demand toolbar, select the Change Template icon, and then select a new template from the Select a Template dialog box.
  7. (Optional) To change the background color of a tab, with no visualizations selected, select the Properties icon, go to Color and theme > Background color > [tab name], and then select a new color.
  8. Select Save.