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Choose dashboard — Succession and Talent Ops

people analytics dashboard

Succession and Talent Ops

Succession, readiness, skills, training, and absence measures.

6 pages · Power BI

These dashboards use synthetic workforce data. Values illustrate the report design.

Choose page — 1 Summary

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1 Summary

DAX definitions

Exact source expressions and direct measure dependencies for the selected page.

Bench Strength

TalentEmployee · Succession


VAR __roleKeys = VALUES(SuccessionRole[roleId])
VAR __skillPeople = VALUES(SkillGap[employeeId])
VAR __people = FILTER(TalentEmployee,
  (NOT ISFILTERED(SuccessionRole) || TalentEmployee[roleId] IN __roleKeys) &&
  (NOT ISFILTERED(SkillGap) || TalentEmployee[employeeId] IN __skillPeople))
VAR __ids = SELECTCOLUMNS(__people, "__id", TalentEmployee[employeeId])
VAR __poolKeys = SELECTCOLUMNS(__people, "__role", TalentEmployee[roleId])
VAR __roleScope = FILTER(SuccessionRole, SuccessionRole[roleId] IN __poolKeys)
VAR __roles = ADDCOLUMNS(__roleScope,
  "__successors", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes")) + 0,
  "__ready", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes" && TalentEmployee[promotionReadiness] = "1 Ready now")) + 0)
VAR __skills = FILTER(SkillGap, SkillGap[employeeId] IN __ids)
VAR __n = COUNTROWS(__people) + 0
RETURN IF(__n < 10 || ISEMPTY(AsOf), BLANK(), VAR __g = COUNTROWS(FILTER(__people, TalentEmployee[successorFlag] = "Yes")) + 0 RETURN IF(__g > 0 && __g < 10, BLANK(), DIVIDE(__g, COUNTROWS(__roles))))

Direct dependencies: None

Pivotal Role Count

TalentEmployee · Succession


VAR __roleKeys = VALUES(SuccessionRole[roleId])
VAR __skillPeople = VALUES(SkillGap[employeeId])
VAR __people = FILTER(TalentEmployee,
  (NOT ISFILTERED(SuccessionRole) || TalentEmployee[roleId] IN __roleKeys) &&
  (NOT ISFILTERED(SkillGap) || TalentEmployee[employeeId] IN __skillPeople))
VAR __ids = SELECTCOLUMNS(__people, "__id", TalentEmployee[employeeId])
VAR __poolKeys = SELECTCOLUMNS(__people, "__role", TalentEmployee[roleId])
VAR __roleScope = FILTER(SuccessionRole, SuccessionRole[roleId] IN __poolKeys)
VAR __roles = ADDCOLUMNS(__roleScope,
  "__successors", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes")) + 0,
  "__ready", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes" && TalentEmployee[promotionReadiness] = "1 Ready now")) + 0)
VAR __skills = FILTER(SkillGap, SkillGap[employeeId] IN __ids)
VAR __n = COUNTROWS(__people) + 0
RETURN IF(__n < 10 || ISEMPTY(AsOf), BLANK(), COUNTROWS(__roles) + 0)

Direct dependencies: None

Ready-Now Role Coverage %

TalentEmployee · Succession


VAR __roleKeys = VALUES(SuccessionRole[roleId])
VAR __skillPeople = VALUES(SkillGap[employeeId])
VAR __people = FILTER(TalentEmployee,
  (NOT ISFILTERED(SuccessionRole) || TalentEmployee[roleId] IN __roleKeys) &&
  (NOT ISFILTERED(SkillGap) || TalentEmployee[employeeId] IN __skillPeople))
VAR __ids = SELECTCOLUMNS(__people, "__id", TalentEmployee[employeeId])
VAR __poolKeys = SELECTCOLUMNS(__people, "__role", TalentEmployee[roleId])
VAR __roleScope = FILTER(SuccessionRole, SuccessionRole[roleId] IN __poolKeys)
VAR __roles = ADDCOLUMNS(__roleScope,
  "__successors", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes")) + 0,
  "__ready", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes" && TalentEmployee[promotionReadiness] = "1 Ready now")) + 0)
VAR __skills = FILTER(SkillGap, SkillGap[employeeId] IN __ids)
VAR __n = COUNTROWS(__people) + 0
RETURN IF(__n < 10 || ISEMPTY(AsOf), BLANK(), DIVIDE(COUNTROWS(FILTER(__roles, [__ready] > 0)) + 0, COUNTROWS(__roles)))

Direct dependencies: None

Skill Gap Index

TalentEmployee · Skills


VAR __roleKeys = VALUES(SuccessionRole[roleId])
VAR __skillPeople = VALUES(SkillGap[employeeId])
VAR __people = FILTER(TalentEmployee,
  (NOT ISFILTERED(SuccessionRole) || TalentEmployee[roleId] IN __roleKeys) &&
  (NOT ISFILTERED(SkillGap) || TalentEmployee[employeeId] IN __skillPeople))
VAR __ids = SELECTCOLUMNS(__people, "__id", TalentEmployee[employeeId])
VAR __poolKeys = SELECTCOLUMNS(__people, "__role", TalentEmployee[roleId])
VAR __roleScope = FILTER(SuccessionRole, SuccessionRole[roleId] IN __poolKeys)
VAR __roles = ADDCOLUMNS(__roleScope,
  "__successors", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes")) + 0,
  "__ready", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes" && TalentEmployee[promotionReadiness] = "1 Ready now")) + 0)
VAR __skills = FILTER(SkillGap, SkillGap[employeeId] IN __ids)
VAR __n = COUNTROWS(__people) + 0
RETURN IF(__n < 10 || ISEMPTY(AsOf), BLANK(), VAR __assessed = COUNTROWS(SUMMARIZE(__skills, SkillGap[employeeId])) RETURN IF(__assessed < 10, BLANK(), DIVIDE(SUMX(__skills, MAX(0, SkillGap[requiredProficiency] - SkillGap[heldProficiency])) + 0, SUMX(__skills, SkillGap[requiredProficiency]))))

Direct dependencies: None

Succession Coverage %

TalentEmployee · Succession


VAR __roleKeys = VALUES(SuccessionRole[roleId])
VAR __skillPeople = VALUES(SkillGap[employeeId])
VAR __people = FILTER(TalentEmployee,
  (NOT ISFILTERED(SuccessionRole) || TalentEmployee[roleId] IN __roleKeys) &&
  (NOT ISFILTERED(SkillGap) || TalentEmployee[employeeId] IN __skillPeople))
VAR __ids = SELECTCOLUMNS(__people, "__id", TalentEmployee[employeeId])
VAR __poolKeys = SELECTCOLUMNS(__people, "__role", TalentEmployee[roleId])
VAR __roleScope = FILTER(SuccessionRole, SuccessionRole[roleId] IN __poolKeys)
VAR __roles = ADDCOLUMNS(__roleScope,
  "__successors", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes")) + 0,
  "__ready", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes" && TalentEmployee[promotionReadiness] = "1 Ready now")) + 0)
VAR __skills = FILTER(SkillGap, SkillGap[employeeId] IN __ids)
VAR __n = COUNTROWS(__people) + 0
RETURN IF(__n < 10 || ISEMPTY(AsOf), BLANK(), DIVIDE(COUNTROWS(FILTER(__roles, [__successors] > 0)) + 0, COUNTROWS(__roles)))

Direct dependencies: None

Succession Status Text

TalentEmployee · Report Views


VAR __roleKeys = VALUES(SuccessionRole[roleId])
VAR __skillPeople = VALUES(SkillGap[employeeId])
VAR __people = FILTER(TalentEmployee,
  (NOT ISFILTERED(SuccessionRole) || TalentEmployee[roleId] IN __roleKeys) &&
  (NOT ISFILTERED(SkillGap) || TalentEmployee[employeeId] IN __skillPeople))
VAR __ids = SELECTCOLUMNS(__people, "__id", TalentEmployee[employeeId])
VAR __poolKeys = SELECTCOLUMNS(__people, "__role", TalentEmployee[roleId])
VAR __roleScope = FILTER(SuccessionRole, SuccessionRole[roleId] IN __poolKeys)
VAR __roles = ADDCOLUMNS(__roleScope,
  "__successors", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes")) + 0,
  "__ready", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes" && TalentEmployee[promotionReadiness] = "1 Ready now")) + 0)
VAR __skills = FILTER(SkillGap, SkillGap[employeeId] IN __ids)
VAR __n = COUNTROWS(__people) + 0
RETURN IF(__n < 10 || ISEMPTY(AsOf), BLANK(), IF(ISBLANK([Succession Coverage %]) || ISBLANK([Ready-Now Role Coverage %]), BLANK(), "ILLUSTRATIVE: succession coverage " & FORMAT([Succession Coverage %], "0.0%", "en-US") & "; ready-now role coverage " & FORMAT([Ready-Now Role Coverage %], "0.0%", "en-US") & ". Screening, not a verdict; review development opportunities with people."))

Direct dependencies: Succession Coverage %, Ready-Now Role Coverage %

Talent Population

TalentEmployee · Population


VAR __roleKeys = VALUES(SuccessionRole[roleId])
VAR __skillPeople = VALUES(SkillGap[employeeId])
VAR __people = FILTER(TalentEmployee,
  (NOT ISFILTERED(SuccessionRole) || TalentEmployee[roleId] IN __roleKeys) &&
  (NOT ISFILTERED(SkillGap) || TalentEmployee[employeeId] IN __skillPeople))
VAR __ids = SELECTCOLUMNS(__people, "__id", TalentEmployee[employeeId])
VAR __poolKeys = SELECTCOLUMNS(__people, "__role", TalentEmployee[roleId])
VAR __roleScope = FILTER(SuccessionRole, SuccessionRole[roleId] IN __poolKeys)
VAR __roles = ADDCOLUMNS(__roleScope,
  "__successors", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes")) + 0,
  "__ready", VAR __key = SuccessionRole[roleId] RETURN COUNTROWS(FILTER(__people, TalentEmployee[roleId] = __key && TalentEmployee[successorFlag] = "Yes" && TalentEmployee[promotionReadiness] = "1 Ready now")) + 0)
VAR __skills = FILTER(SkillGap, SkillGap[employeeId] IN __ids)
VAR __n = COUNTROWS(__people) + 0
RETURN IF(__n < 10 || ISEMPTY(AsOf), BLANK(), __n)

Direct dependencies: None