Concept: Filtering in People Analytics
When you view the
People Analytics
report, Workday automatically
filters the analysis Storyteller performs each month and displays prioritized insights on each
topic area by default. However, you can use the filter panel on the left side of the report to
view additional stories and key metrics from the analysis, or to focus on insights related to
specific dimensions. Example: You can view attrition for different areas of your business by
filtering by region.The filter panel displays the filters available on each topic area. When you add or remove a
filter value, Workday immediately refreshes the KPIs, stories, and visualizations
displayed.
Your People Analytics configuration determines what displays in the filter panel. Your People
Analytics administrator determines:
- Which filters are available in the filter panel.
- The field mapped to each filter.
- The display name of each filter.
Workday enables up to 6 filters total, from a total of 2 groups. The filters in a group come
from different levels in a hierarchy, either the primary or secondary hierarchy. Typically,
the filters in the primary hierarchy are mapped to levels in Supervisory Organization, and the
filters in the secondary hierarchy are mapped to levels in a geographical hierarchy.
Alternatively, your administrator might map fields that represent levels in Cost Center to
either hierarchy.
The People Analytics application doesn't indicate which hierarchy a filter is from, but the
top 3 filters come from the primary hierarchy, and the lower filters come from the secondary
hierarchy.
Example: You might have these filters:
Filter Display Name | Notes |
|---|---|
Org Level
2 | By default, this is the second level in the configured organization, typically a level
in Supervisory Organization. |
Org Level 3 | By default, this is the third level in the configured organization,
typically a level in Supervisory Organization. |
Org Level 4 | By default, this is the fourth level in the configured organization,
typically a level in Supervisory Organization. |
Region | Region represents the top-most level of a geographical hierarchy. This filter
isn't available on the VIBE Index topic area. |
Country | Country represents the middle level of a geographical hierarchy. This filter
isn't available on the VIBE Index topic area. |
Location | Region represents the lowest level of a geographical hierarchy, usually associated
with the worker. This filter isn't available on the VIBE Index topic area. |
The field mapped to each filter might be associated with a worker or a job requisition,
depending on which topic area you're viewing in the application.
The values available in a filter are based on:
- The field mapped to the filter.
- Your security permissions on the values in the field.
If your People Analytics administrator enforces constrained security on the application,
then you might not have permission to view all prioritized insights that display on a topic
area by default. Workday prepopulates filters on the filter panel for constrained users to
display prioritized insights based on their security permissions.
Using Multiple Filters
You can select more than 1 filter when viewing a topic area. You can select multiple
filters from the same hierarchy or from different hierarchies.
However, Workday applies the filters differently to the content depending on:
- From which hierarchy the filters come.
- The type of content, such as viz or story.
Multiple Filters | Vizzes | KPIs | Stories |
|---|---|---|---|
From different hierarchies | Workday applies all filter values to the viz data. | Workday applies all filter values to the KPI data. | Workday applies only 1 filter to the stories. To ensure top stories results when
using filters, use filters from only one hierarchical filter type at a
time. |
From 1 hierarchy only | Workday applies all filter values to the viz data. | Workday applies only 1 filter to the data in the KPIs. Example: You select both San Francisco and Pleasanton
for the Location filter. Workday displays data in the KPIs for either San Francisco or
Pleasanton, but not both locations. | Workday applies all filter values to the stories. |