What’s new in Microsoft Viva Insights
Microsoft Viva Insights now includes the following new advanced insights experiences and Power BI templates: New leader and manager experiences New language support for Power BI templates Wellbeing – balance and flexibility reports Sales effectiveness reports Introducing new leader and manager experiences As of February 2022, Viva Insights now includes new leader and manager experiences with a new scalable infrastructure. This new infrastructure is available as part of a rolling release that’s starting now for existing customers. With this release, you’ll see newly updated metrics, new support for Azure Active Directory (AD) organizational data, simplified onboarding for leader and manager insights, and improved scalability. This new infrastructure and experience can scale for an easier onboarding experience. However, as an existing customer, you’ll get the following new experience with this release: • Leaders can view organizational insights in https://docs.microsoft.com/viva/insights/use/viva-insights-my-org within Viva Insights in Teams with newly updated metric definitions. • Managers can now view https://docs.microsoft.com/viva/insights/use/group-insights in https://docs.microsoft.com/viva/insights/use/myteam within Viva Insights in Teams and in https://docs.microsoft.com/viva/insights/use/team-insights with updated metric definitions. With this release, they can no longer access manager or group insights within Workplace Analytics. If your managers try to access these insights in Workplace Analytics, they’ll get a redirect message that refers them to Viva Insights in Teams. • Analysts and limited Analysts in your organization will continue to see https://docs.microsoft.com/viva/insights/use/insights on the Home page with the pre-existing metric definitions within Workplace Analytics. These analysts and leaders will have insights that use different metric definitions as a consistent narrative throughout their use of Workplace Analytics. • Organizational data will be automatically migrated, so you won’t have to do any manual migration. However, if you haven’t set up your organizational data through https://docs.microsoft.com/viva/insights/setup/upload-organizational-data2#file-upload in Workplace Analytics, you can use Azure AD data for both the leader and manager insights and for deeper analysis within Viva Insights in Teams. • Admins can use the Microsoft 365 admin center to assign the new https://docs.microsoft.com/viva/insights/setup/assign-user-roles#assign-viva-insights-roles for your organization. • Because the Workplace Analytics Admin role will continue to work and has the same permissions as an Insights Administrator, both Viva Insights and Workplace Analytics Admins can configure settings and controls for the leader, manager, and analyst experiences within Workplace Analytics. The following is an example of what Leader insights are shown in https://docs.microsoft.com/viva/insights/use/viva-insights-my-org with Viva Insights in Teams. The following shows an example of the https://docs.microsoft.com/viva/insights/use/group-insights that managers can see in https://docs.microsoft.com/viva/insights/use/myteam with Viva Insights in Teams, as well as in the new https://docs.microsoft.com/viva/insights/use/team-insights, which is also available now for Viva Insights managers and team leads. The following shows an example of the Organizational data that’s available in Workplace Analytics for Admins and Analysts: If managers try to open Workplace Analytics, they’ll get the following redirect message to view https://docs.microsoft.com/viva/insights/use/myteam within Viva Insights in Teams. New language support for Power BI templates Up until now, all of the Viva Insight’s Power BI templates have only been available in English. We are excited to announce that both the https://docs.microsoft.com/viva/insights/tutorials/power-bi-bc and https://docs.microsoft.com/viva/insights/tutorials/power-bi-teams templates now support the same languages that https://docs.microsoft.com/viva/insights/overview/supported-languages#supported-languages currently supports. Analysts can now use the https://docs.microsoft.com/viva/insights/tutorials/query-designer in any one of the supported languages, run the queries needed for the Business continuity or Microsoft Teams Insights templates in that language, and then load that data into Power BI by using the template. From there, analysts can change the language for a report on the Settings page in Power BI. If you haven’t used a https://docs.microsoft.com/viva/insights/tutorials/power-bi-intro before, use the Query designer to select a template and follow the on-screen steps to get started. If you already have a template set up, you can download the template from the Query designer’s Results page and load the required data into Power BI. We look forward to hearing your feedback about this new capability! Wellbeing – balance and flexibility reports This new Power BI template is now available through the Query designer in Workplace Analytics for Viva Insights. As a Viva Insights user who is assigned the Analyst role, you can access and generate insights in a self-serve and timely manner. Employee wellbeing is at the forefront of business leaders’ minds, especially during the pandemic. With the shift to remote and hybrid work for many organizations, leaders and analysts can use these Power BI reports as a starting point in identifying collaboration patterns and uncover opportunities that can help improve employee wellbeing throughout their organization. These Wellbeing reports were developed to answer the following key questions that business leaders have about their employees’ wellbeing, especially during this trying time. Improve focus: Do employees have time to focus on core priorities? Balance work and life: Are employees able to protect personal time? Handle urgency: Can employees manage unexpected demands and proactively shift some to planned work? Embrace flexibility: Are employees adopting a flexible working schedule? Take breaks: Are employees able to mindfully disconnect? Stay connected: Are employees at work part of a community? The Summary page shows a snapshot of the organization’s key behaviors and monthly trends for each wellbeing topic. You can also use it as a quick one-page template to operationalize wellbeing insights. Deep-dive analysis pages are available for each wellbeing topic. For example, the following shows the Embrace flexibility deep-dive, where leaders and analysts can identify employees’ flexibility at work, including flexible start times, recurring time to disconnect, and active collaboration hours: See https://docs.microsoft.com/viva/insights/tutorials/power-bi-wellbeing dashboard for more details. Sales effectiveness reports Sales effectiveness is a perennial top of mind topic for business and sales leaders. In today's world, customer expectations are constantly evolving and growing. Taking the time to understand customer needs, improve products, and foster long-term relationships is more important than ever. Since the release of CRM upload capability in Workplace Analytics for Viva Insights, we have an increasing number of inquiries about CRM-based analysis, such as to generate CRM sales insights and surface sales opportunities. This release is the first Power BI dashboard to integrate CRM data and standardize the experience for business and sales leaders that want to understand collaboration insights about their customer accounts. Business leaders and analysts can view their organization’s external collaboration baseline (domain based) without needing access to Customer Relationship Management (CRM) data. However, if they have uploaded their CRM data to Workplace Analytics, it can be enabled and included in the Power BI reports for a more complete and specific account-based analysis. Leaders and analysts can also use the reports to focus the analysis to a specific customer account in CRM. The reports cover key questions from the business and sales leaders, such as: How much overall collaboration do employees have with external parties and, especially, customer accounts? What are the meeting patterns with external parties? Which employee roles are engaging most with customer accounts? Are employees meaningfully engaging with customer accounts? Which customer accounts are most invested in? How are employees collaborating with a specific customer account? The following is an example of an Introduction page that summarizes the key topics included in these reports: Deep-dive analysis is available for each topic. For example, the following shows an Account collaboration snapshot with integrated CRM data: See https://docs.microsoft.com/en-us/viva/insights/tutorials/power-bi-sales for more details. We look forward to your feedback about all of these new feature enhancements and updates!Meeting Query - Attendee Meeting Hours
One of our analysts here at CMI pointed out that when a meeting calculates attendee meeting hours that the definition (shown below) states the total number of adjusted meeting hours for all attendees. We assume this has calculations baked in from the attendees with conflicting meetings. Could you help us clarify how the adjusted meeting hours formula is calculated so that we can be prepared for questions that have come from our engineering organization (they like to scrutinize numbers 😉 )The auto-refresh it's not working
Hello everyone I have this problem and I would like to know if you can help me. A client it's has download the ways of working assessment and she wants to get updated weekly, and even the auto-refresh its on the workplace analytics havent got any since October 3th. How can I help her to implement this? and Does the refresh works with the time period you chose, like in this case 6 months? It's not clear to me how to get this done.Discrepancy in data on PowerBI Dashboard from licensed population to measured employee count fix
Hello everyone, recently we helped a client work through an issue with a PowerBI Dashboard. Scenario: Client set up a Ways of Working Assessment dashboard and the number of measured employees was much less than what they expected to see (couple hundred less than expected). They were confused as to why that would be the case. We ran some troubleshooting tests to figure it out and determined there were two factors that caused the difference in numbers from expected to actual. Definition of Measured Employees from the dashboard: Number of employees who sent at least 1 IM or 1 email in a work week during the current period. IsLikelyKnowledgeWorker Filter applied: this filter is turned on by default when you open the Dashboard and it excludes employees who spent a weekly average of less than five hours in meetings, email, instant messages, and calls because they are likely non-knowledge workers or they do not use Outlook or Teams. When you first open a Ways of Working Assessment dashboard filters are automatically applied. The goal of these filters is to remove employees who have low collaboration from the dataset, they can easily be turned off. If you run into this scenario in the future and don't understand why the numbers are off, please check the filters in the PowerBI dashboard for the IsLikelyKnowledgeWorker filter and also consider that the definition of Measured Employees may also be removing employees from your chosen dataset. If you would like to remove the filter please click the eraser icon to clear the filter. Your data will update and you may see a new value populate for measured employees. Link to documentation on how to set up a Ways of Working Assessment dashboard using Advanced Insights: Ways of working assessment dashboard | Microsoft Docs Let me know if anyone has any questions about how to set up one of the PowerBI Dashboards that come from the Query Designer in Workplace Analytics. Query designer templates | Microsoft Docs Here is a link to some other helpful FAQs and troubleshooting guides as well: Power BI tips, troubleshooting, and FAQ | Microsoft Docs
Ways of Working Assessment Dashboard (Temporary File Size Issue)
Hi All, not sure if other people have had this issue but several our analyst have encountered this and it is making the ways of working assessment dashboard unusable for larger regions. There hasn't been any resolution via Microsoft support even after 2 weeks unfortunately. The issue is that when updating the ways of working template for a last organization with a large population and with many dimensions, the temporary space on the hard drive goes out of control until all the space is used up. In fact, I had this issue happen to me for only 500 user population with about 50 dimensions. The think the issue is due to how the ways of working assessment dashboard creates duplicate rows for every dimension of data loaded. our laptops don't come with terabytes of space and upgrading space shouldn't be the solution. The final file size is only 30-40mb but during the refresh the temporary files reach over 300gb before failing. Are there any plans of optimising the ways of working dashboard so that it can handle large population and dimensions?
