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Power BI report templates

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The Analysis page in Microsoft Viva Insights includes a number of predefined Power BI templates that analysts can use to visually analyze workplace collaboration patterns and trends. A template prepopulates a custom query and selects the applicable Power BI charts to show the query results.

Requirements for analysts

Before analysts can get to work, they’ll need to be assigned the Insights Analyst role in Viva Insights. A Microsoft 365 global admin assigns roles, and can learn more about this task in Assign roles. For general information about user roles in Viva Insights, refer to User roles.

Licensing notes

  • To use analyst features, an employee needs only to have the Insights Analyst role assigned. They don’t need to have been assigned a Viva Insights license.
  • The predefined templates available in the Analysis page require the use of the Power BI Desktop, December 2022 version or newer. You don’t need a license for Power BI Desktop; you can download it for free by going to Getting started with Power BI. If you have an earlier version of Power BI desktop installed, uninstall it before reinstalling the new version.

Power BI reports

On the Analysis page in Viva Insights, you'll find templates for the following Power BI reports. Select the links below to learn more about each template and to view an interactive demo.

Business resilience

Keep a pulse on business resilience and employee wellbeing while navigating large shifts in the way your company works.

Hybrid workforce experience

Understand how hybrid work affects the experience of onsite, hybrid, and remote employees differently.

Impact explorer

Estimate the impact of taking actions that can help employees stay productive and engaged.​

Manager effectiveness

Gain insight into collaboration patterns of people managers and find ways to improve their effectiveness.

Meeting effectiveness

Identify whether employees practice habits that lead to more effective meetings.

Onboarding and development

Identify opportunities to help employees develop in their new roles.

Recurring meeting audit

Investigate whether large and long recurring meetings are too expensive.

Ways of working

Perform a broad study of collaboration patterns, meeting effectiveness, wellbeing, and coaching to uncover areas for improvement.

Wellbeing - balance and flexibility

Analyze employee work balance and flexibility at your company, uncover opportunities for improvement, and track trends over time.