Concept: Refining in People Analytics

When you view the

People Analytics

report, Workday automatically filters the periodical analysis by Storyteller and displays prioritized insights on each topic by default. However, you can use the

Refine Data

panel on the right side of the report to view additional focus insights and key metrics from the analysis, or to focus on insights related to specific dimensions. Example: You can view attrition for different geographical areas of your business by refining by region.

The

Refine Data

panel contains the populations and dimensions by which you can explore your data in depth. These represent two different ways by which you can refine your People Analytics content. When you refine it by population, People Analytics generates content only for the selected population and excludes the rest of your workforce from the analysis. When refining by dimension attributes such as levels in a hierarchy, Workday narrows down the KPIs, focus insights, and visualizations to the content related to what you’ve selected in the Refine Data panel.

You can refine by only one population at a time.

Your People Analytics configuration determines what displays in the panel. Your People Analytics administrator determines:

Which dimensions and attributes are available in the Refine Data panel.

The field mapped to each dimension.

The display name of each dimension.

Workday enables you to refine by population views (to learn more about this, see Configure Application Settings in People Analytics) and up to 6 dimensions total, from 2 different groups. The dimensions in a group come as part of separate hierarchies. Typically, during installation the dimensions in the top hierarchy are mapped to levels in your Supervisory Organization, while the dimensions in the bottom hierarchy are mapped to levels in a geographical hierarchy. Alternatively, you can map fields that represent levels in Cost Center to either hierarchy. For more information about hierarchies, see Concept: Hierarchies and Organizations in People Analytics

You might select multiple dimensions from the same hierarchy and multiple attributes from the same dimension at the same time. Workday applies all dimensions attributes equally to all insight types.

Example: Your Refine Data panel might contain these dimensions:

Dimension 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.
Country	Country represents the middle level of a geographical hierarchy.
Location	Region represents the lowest level of a geographical hierarchy, usually associated with the worker.

The field mapped to each dimension might be associated with a worker or a job requisition, depending on which topic you're viewing in the application.

The values available in a dimension are based on:

The field mapped to the dimension.

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 by default. Workday prepopulates dimensions on the

Refine data

panel for constrained users to display prioritized insights based on their security permissions.

Using Multiple Dimensions

You can select more than 1 dimension to refine your People Analytics content. You can select multiple dimensions from the same hierarchy or from different hierarchies. Keep in mind, however, that refining by multiple hierarchies at the same time might lead to limited or no focus insights.

However, Workday applies your refining configuration differently to the content depending on:

From which hierarchy the dimensions come.

The type of content, such as viz or focus insight.

Multiple Dimensions	Vizzes	KPIs	Focus Insights
From different hierarchies	Workday applies all dimension attributes to the viz data.	Workday applies all dimension attributes values to the KPI data.	Workday applies only 1 dimension to the focus insights. To ensure top focus insight results when refining content, use dimensions from only one hierarchy at the same time.
From 1 hierarchy only	Workday applies all dimension attributes to the viz data.	Workday applies only 1 dimension to the data in the KPIs. Example: You select both San Francisco and Pleasanton for the Location dimension. Workday displays data in the KPIs for either San Francisco or Pleasanton, but not both locations.	Workday applies all dimension attributes to the focus insights.