Forum Discussion
Is it possible to segment insights to individual departments, within a company?
Hi VI_Migration, yes it is possible to segment insights to individual departments. This can be done by running any PBI reports or creating queries and filtering for a specific team.
If you are referring to manager insights for your example of the sales manager not caring about accounting insights then you don't need to worry. Managers only get insights about their team (direct and indirect reports) so by design these insights are filtered to relevant team members.
Leader insights give leadership insights into the entire organization. They can also use manager insights because manager insights gives insights for both direct and indirect reports. In your example scenario, a leader would be able to see insights for each of their managers' teams as well as all reports at once.
I recommend learning more about these different ways of analysis by reading through these documents.
Queries/templates:- Person query overview | Microsoft Learn
- Introduction to Power BI templates in Microsoft Viva Insights | Microsoft Learn
- Filters in advanced insights queries | Microsoft Learn
Manager Insights: Team insights | Microsoft Learn
Leader Insights: Organization insights in the Viva Insights app | Microsoft Learn
MicrosoftHi VI_Migration, yes it is possible to segment insights to individual departments. This can be done by running any PBI reports or creating queries and filtering for a specific team.
If you are referring to manager insights for your example of the sales manager not caring about accounting insights then you don't need to worry. Managers only get insights about their team (direct and indirect reports) so by design these insights are filtered to relevant team members.
Leader insights give leadership insights into the entire organization. They can also use manager insights because manager insights gives insights for both direct and indirect reports. In your example scenario, a leader would be able to see insights for each of their managers' teams as well as all reports at once.
I recommend learning more about these different ways of analysis by reading through these documents.
Queries/templates:
- Person query overview | Microsoft Learn
- Introduction to Power BI templates in Microsoft Viva Insights | Microsoft Learn
- Filters in advanced insights queries | Microsoft Learn
Manager Insights: Team insights | Microsoft Learn
Leader Insights: Organization insights in the Viva Insights app | Microsoft Learn