WFM Analytics for Birst

Add Team and Team Chart filter to dashboards

Modified existing dashboards that use Work Detail or Scheduled Detail measures to add a Team and Team Chart filter. The Team Chart filter should always appear below the existing Team filter.

Pay Period Hours Detail Dashboard, drill across from Pay Period Hours Dashboard

Collection: Earnings

New Detail Dashboard: Pay Period Hours Detail

Created a drill across from the Pay Period Hours dashboard to the Pay Period Hours Detail Dashboard.

For more information, see your Infor Workforce Management Analytics for Birst documentation.

Pay Period Cost - Change filter name

The dashboard filter 'Time Code Report is Productive' has been relabeled as 'Is Productive'.

This change should not have an affect on any dashboards.

Remove unnecessary sensitive data elements from ETL and Data Model

There are few columns which are sensitive and unnecessary for analytics and there is a need to remove them:

  • Employee : empSin
  • Employee History: empSin
  • Workbrainuser: Wbuname, Wbupswrd,WbuPasswrdchangedate

The above columns are removed from extraction queries and raw data sources.

Include 16 measures that will utilize the Time Code Data Parameters such as Early In Hours, Early In Minutes etc.

As part of the requirement, the following Measures are directly available in the Data Model. These measures are created for already existing Time Code Parameters

Note:  Among these Hours/Minutes related measures are available in Time & Attendance CSA. Cost related measures are added to Earnings CSA.

Time & Attendance measures:

  • Work Detail Early In Hours
  • Work Detail Early Out Hours
  • Work Detail Late In Hours
  • Work Detail Late Out Hours
  • Work Detail Holiday Hours
  • Work Detail FMLA Controlled Absence Hours
  • Work Detail FMLA UnControlled Absence Hours
  • Work Detail Controlled Absence Hours
  • Work Detail UnControlled Absence Hours
  • Work Detail Early In Minutes
  • Work Detail Early Out Minutes
  • Work Detail Late In Minutes
  • Work Detail Late Out Minutes
  • Work Detail Holiday Minutes
  • Work Detail FMLA Controlled Absence Minutes
  • Work Detail FMLA UnControlled Absence Minutes
  • Work Detail Controlled Absence Minutes
  • Work Detail UnControlled Absence Minutes

Earnings measures:

  • Work Detail Early In Cost
  • Work Detail Early Out Cost
  • Work Detail Late In Cost
  • Work Detail Late Out Cost
  • Work Detail Holiday Cost
  • Work Detail FMLA Controlled Absence Cost
  • Work Detail FMLA UnControlled Absence Cost
  • Work Detail Controlled Absence Cost
  • Work Detail UnControlled Absence Cost

Time Scorecard Dashboard

New dashboard in the Earnings collection has been added.

Dashboard : Time Scorecard

Schedule vs Actual Dashboard

New dashboard in the Earnings collection has been added.

Dashboard : Schedule vs Actual

Column chart showing the variance between what was scheduled and what appears on the time card detail. Variance greater than 0 is green showing actual hours are less than what was scheduled. Red variance shows actual hours that are greater than what was scheduled.

The report may be filtered by attributes such as Job, Team, Work Type and Employment Type as well as the Hour Type or Time Codes.

Variance may be seen as Hours, Cost, Percent of Hours or Percent of Cost by selected the desired Metric.

Cost of Misaligned Punches for Time Scorecard Dashboard

Name of Dashboard: Time Scorecard Dashboard

Purpose: Added dynamic filter where user able to select between Team, Job, Employee Preferred Job, Employee Home Team, Employee Type, Employee Work Type, Department, Employee, Calc Group.

Dashlets Affected: Cost of Misaligned Punches

Name of Dashboard: Time Scorecard Dashboard

Purpose: Added Ranking filter

Dashlets Affected: Overtime Hours Percent Report, Uncontrolled Absence Percent Report, Controlled Absence Percent Report, and Cost of Misaligned Punches Report

Schedule vs Actual Hours and Cost Detail Dashboard: Drill-across dashboard that provides schedule hours, actual hours and cost detail

Name of Dashboard: Schedule vs Actual Dashboard.

Purpose: Added Drill Across function in dashlet to jump into the Schedule vs Actual Hours and Cost Detail Dashboard.

Dashlets Affected: Schedule vs Actual Variance

Rename Timecard Scorecard to Time Scorecard

Collection: Earnings

Dashboard: Timecard Scorecard

Enhancement: Renamed the Timecard Scorecard to Time Scorecard.

Birst Analytics: Custom Subject Area (CSA) improvements for measure naming conventions

Measures and attributes were removed and renamed affecting all reports, KPIs, dashboard and filters. Downstream impacts to the product were considered when making these modifications.

Control whether to Include Archived Data in the data model and dashboards

1. Added a data model level variable (IncludeArchivedData) to allow customers the ability to control whether archived data is included in the source space

2. Below script tables have been modified for including/excluding Archived Data in Source Space

  • a. WFMWorkDetail
  • b. WFMWorkDetailAdjust
  • c. WFMWorkSummary
  • d. WFMEmployeeSchedule
  • e. WFMEmployeeScheduleDetail
  • f. WFMOverride
  • g. WFMEmployeeTeam

3. Added variable name : Is Archived, values: Not Archived (false), Archived (true), size: Varchar(20)

Below are the updated scripted sources:

Source Space: WFM_ADR_DEV_SOURCE_BP-OCT01-Arch

  • WFMEmployeeTeam
  • WFMWorkDetail
  • WFMWorkDetailAdjust
  • WFMWorkSummary
  • WFMOverride
  • WFMEmployeeSchedule
  • WFMEmployeeScheduleDetail

Model Space: WFM_ADR_DEV_MODEL_BP-OCT01-Arch

  • Process-Fact-WFMWorkAdjust
  • Process-WFMWorkDetail
  • Process-WFMWorkDetailAdjust
  • Process-WFMWorkSummary
  • Process-WFMOverride
  • Process-Fact-WFMOverride
  • Process-WFMEmployeeTeam
  • Process-WFMEmployeeSchedule
  • Process-WFMEmployeeScheduleDetail
  • Process-Fact-WFMEmployeeSchedule
  • Process-Fact-WFMWork

4. Added ''Include Archived Data'' filter on Dashboard to control the Archived Data.

Take Version Number from variable instead from Model dimension

Display Product Version using newly created variable Version_Number instead of column Version Number coming from the Model Information dimension. A New variable Version_Number has been created and added to the package.

Product Version kpi on the dashboard has been updated to use the newly created variable.

Multiple measures with same logic found in Work Fact

Multiple Measures have the same logic in the Model space.

Removed the duplicated measures and remapped those measures to the existing measures in the consumer space.

Drill map Job to Employee

A Drill map has been added from Job.[Job Name] and Employee.[Job Name]

Provide a single variable called InforWFMDataLimitInYears to control live and archived data limits.

Customers should be able to control number of years using a single variable.

Existing system has 2 variables:

  • Source space - InforWFMLimitNumberofYears
  • Model space - EmployeeHistorySnapshotYearWindow

Above variables have been merged into a single variable InforWFMDataLimitInYears in source. Now this variable can be used to control number of years in multiple places.

Identify sources that are full loads vs incremental

Add incremental load variable to extraction queries to improve performance and Update the Model space scripts accordingly.

Incremental load variable in the where clause has been added to these Extraction Objects:

  • Hour_Type
  • Employee Work Type
  • Employment Type
  • Pay Group
  • Time Code Parameter
  • Workbrain Team

This activity includes adding incremental load variable to all Extraction Objects in Source Space

Optimize the Team Security implementation in WFM Analytics

The following changes have been made as part of the requirement for this enhancement:

1. Implemented new dimension to derive Team Security variable for a given user by joining WFMWorkbrainTeam and WFMWorkbrainUserTeam in Security Space.

2. Added security filter for the column Team ID of the following facts:

a. Process-Fact-WFMEmployeeHistory

b. Process-Fact-WFMEmployeeSchedule

c. Process-Fact-WFMWork

d. Process-Fact-WFMOverride

e. Process-Fact-WFMWorkAdjust

f. Process-Employee History Snapshot

Data level security has been applied to all the measures of above fact tables

Review the 'Snapshot and Transaction Policy'

Snapshot and Transaction Policy is set in the Model Space for the scripted sources as per the requirement.

It is needed to ensure incremental load or full load.

Snapshot and Transaction Policy property has been set to Incremental Refresh and Delete Key has been set because all sources are being loaded incrementally.

Model Information and Archived Flag scripts do not require any modification.