Analyse training data

Open the Analysis menu

Open the Analysis menu.

The Analysis menu allows you to use all the data on the platform in the form of reports. There are different dashboards :

• The tables of the platform and the training activity are intended for training managers or administrators. Setting up roles allows you to have access to dashboards.

• The tables are clickable to refresh the data and filter it.

• These dashboards can be accessed from the Analysis menu, then by clicking on the Traffic, Registration, Follow-up, Training, Skill buttons.

In the Traffic, Registrations, and Training monitoring dashboards, the cogwheel allows:

• Display help: display a wizard/tutorial to fully understand the interface of a dashboard, the positioning of information, etc.

• Export the dashboard as a PDF, taking into account existing filters.

Understand the Traffic dashboard

Open the Analysis menu.

The purpose of this table is to analyse the traffic on the training platform. This dashboard is for admins only. It includes:

• A search period to see information about the past month by default.

• 5 indicators related to visits and durations.

1. Total number of visits over the selected time period.

2. Total number of visitors over the selected time period.

3. Average visits per visitor over the selected time period.

4. Average number of visitors per day over the selected period.

5. Average duration in minutes of a visit over the selected time period.

Graphs on data related to visits:

• Visits evolution - Total number of visits per week, as well as the average during the selected period.

• Visits per domain - The number of visits per domain over the selected time period.

• Visits per time slot - Total number of visits per 2-hour time slot, by day of the week and over the selected period.

• Visits of the day - Total number of visits per 1 hour slot, on the current day.

By clicking on the elements of the dashboard, the information is filtered and updated. To remove a filter, click the filter's cross.

Understand the Registrations Dashboard

Open the Analysis menu.

The purpose of this table is to analyse the activity of the training.

The information comes from user registrations in the current domain. This dashboard includes:

• A search period to see information about the 6 months passed by default.

• 4 indicators related to training.

1. Total number of training registrations over the selected period.

2. Number of people registered in at least one training course over the selected period.

3. Number of courses with at least one registration during the selected period.

4. The number of training sessions with at least one registration over the selected time period.

5 graphs on training-related data

• Registrations evolution - Number of training registrations per month over the selected period.

• Registrations by domain - The number of registrations per domain over the selected time period.

• Registrations per course - Number of registrations per course over the selected time period.

• Registration origin - The number of registrations by origin over the selected time period.

• Registrations per learning mode - Number of registrations by learning modality over the selected time period.

By clicking on the elements of the dashboard, the information is filtered and updated. To remove a filter, click the filter's cross.

Understand Training monitoring

Open the Analysis menu.

The purpose of this table is to analyse the effectiveness of training. The information comes from user registrations in the current domain. This dashboard includes:

• A search period to see information about the 6 months passed by default.

• 5 indicators related to registration and training.

1. Completion rate calculated based on completed registrations over the selected time period.

2. Success rate calculated based on registrations over the selected period.

3. Rate of employees with at least one current or past registration over the selected time period.

4. Number of current or past registrations over the selected period.

5. Average number of training courses per employee, taking into account current or past registrations over the selected period.

4 graphs on the follow-up of training courses

• Completion rate (%) Completed, In Progress, Not Started on the selected time period.

• Success rate (%) Success, Failure, Indeterminate over the selected time period.

• Trained users by domain over the selected period.

• Success rate by learning mode over the selected period.

By clicking on the elements of the dashboard, the information is filtered and updated. To remove a filter, click the filter's cross.

Understand the Trainings dashboard

Open the Analysis menu.

The purpose of this table is to analyse the effectiveness of training per session. It is possible to filter by date, theme, name of the session and certifying training.

Understand the Skills dashboard

Open the Analysis > Skills menu.

This table analyse team skills by number, average level, and by average level required. Skills can be filtered by date of hire, skill name, job name, and employee name.

Understand the Search page for a report

Open the Analysis menu.

Scroll down to the Reports section.

• Search by report name or by theme (Cursus, Registrations, Interviews, Skills, Users).

• Filter by topic – visibility of related reports.

• Create a report : Create the structure of a new report that will appear in the list of reports and can be viewed by clicking on the name of the report. Click NEW REPORT to create a new report.

• Visibility of reports by topic with the number of existing reports to the right of the theme label – ability to unfold/fold the block.

Start a report

Open the Analysis menu.

If it's a report or there are no parameters to fill in (such as the name of a course, a learner, etc.) then the report is displayed directly on screen. Otherwise, a page with one or more parameters will appear on the screen :

1. Fill in the parameter(s):

   • Either choose a value from a list, or

   • Click on the magnifying glass to search for a training course, a user, etc., or

   • Type the name of a course in the input field.

2. Specify the criteria if they are mandatory (mandatory criteria are represented by *).

3. Click on the magnifying glass button to start generating the report.

   • The report appears on the screen. The data displayed is the data present in the database at the time the report is generated.

If you are an administrator

Open Settings > Report > Reports

• At the end of each report, an Edit icon appears: click on this icon and the report card will be displayed.

• The reports can be printed, and exported in XLS or PDF format: to do this, just click on Options at the top right: you will then be able to choose one of the 3 possibilities.

Understand the choice of template to create a report

Open the Analysis menu

The Syfadis Xperience platform's analysis tool enables you to design table or graph structures, accessible by selecting the report name in the analysis list.

Procedure

1. Click the New button.

2. Select a report template from the available options listed in the table. Each template (or cube) corresponds to a specific data universe—for instance, the registrations template provides access to registration data. Once a template is selected, it cannot be changed in edit mode.

3. After choosing a report template, fill in the general information on the report tab.

   • The name of the report : this is the name that will be displayed in the list of analyses

   • Description of this report.

   • The report theme displayed on the Analysis page.

   • The roles with access to this report via the Analysis menu.

   • Report visibility. This allows you to indicate where the report will be displayed, as the report is not only displayed on the Analysis page, but also in the User's Report tab.

4. Go to the Build tab to build the report.

Additional Information

In edit mode, a report in the platform is made up of:

• A tab called Report , which allows you to create the report information sheet,

• A tab called Construction , which allows you to build the query and filters of the report,

• A tab called Report Visualization that allows you to run and then view the report.

Create a report from the Build tab

Open the Analysis menu

The analysis tool available in the Syfadis Xperience platform allows you to create the structure of tables or graphs that can be viewed by clicking on the name of the report in the list of analyses.

Procedure

1. Click the New button.

2. Choose the report template from the different templates offered.

3. Fill in the general information on the report tab.

4. Create the query for this report, by clicking the Build tab.

5. Choose the type of report from the proposed list (pie chart, table,): the type will then condition the form to be filled in (for a table, we fill in X columns, while for a histogram it is 2 pieces of information to fill in).

For a table report, the maximum number of columns is 40. The Build tab refreshes and displays the form to create the query for the selected type.

• If you have chosen a report with a graphical representation (histogram, pie chart, etc.), then other options for displaying the report appear on the screen. For example , you can choose:

  • The choice of colours : default colour or pastel colour

  • Choosing a 3D chart or not

  • The choice to stack values (available for some chart types)

  • The choice of the height of the graph in pixels (available for certain types of graphs).

  • The choice of the width of the graph in pixels (available for certain types of graphs).

6. Then choose the data to be displayed in the report: Each chart focuses on measuring indicators (or measures) called values that are presented according to axes of analysis called dimensions. Criteria and parameters can also be chosen.

Dimensions

1. Click the Add Dimension button. A window will appear where you can choose the size to display.

2. Choose Dimension from the drop-down list. For some dimensions (such as dates), you can choose the format in the Function field. Finally, if you want to customise the name to be displayed for this information, you can type in the Label field the new name to be given to this dimension to be displayed.

3. Click the Save button.

4. Add a new dimension by clicking on the Add Dimension button, and repeat the process above.

5. Delete the dimension by clicking the Delete icon at the end of the line.

6. Edit the dimension by clicking the Edit icon at the end of the line.

Additional information about dimensions :

• Function: Depending on the selected dimension, this field may have data. Example : For a dimension of type Date of birth, we propose the function Year, Year and Month, and so on.

• Label: Ability to change the default dimension label, e.g . if the dimension is named Date of birth, the user can set Born on and the report will have that label.

• Avoid duplicates: Group data from a collection/list to avoid duplicate rows for an entity.

Values

1. Click on the Add Value button! A window will appear where you can choose the value to display.

2. Choose the Value from the drop-down list.

3. Click the Save button.

   • Total row: An option to add a Total row to a table report to display a total for each column of values in the table. The total row appears on the last page of the report.

4. Add a new value by clicking the Add Value button, and repeat the process explained above.

5. Delete the value by clicking the Delete icon at the end of the line.

6. Change the value by clicking the Edit icon at the end of the line.

Additional information about values:

• For some values, you can choose the unit you choose at the Unit row level. (Example : For a value of type Duration, we propose the units Seconds, Minutes, Hours, and so on.)

  • Precision: select a precision from 0 to 10 = number of digits after the decimal point, option in addition to rounding – use only for a decimal value, e.g. for a note.

  • Rounding: selection of one of the nearest values, truncated, option in addition to precision – use only for a decimal value, e.g. for a note :

  • Closest: Rounded to the number furthest from zero – by default.

  • Truncated: Keeping N digits after the decimal point.

• For some values (such as dates), you can choose the format at the Function row level.

• For some values (such as Progress), you can choose the aggregation format (average, sum, maximum,) at the Aggregate row level.

• Finally, if you want to customise the name to be displayed for this information, you can type in the Label field the new name to give to this value to be displayed.

Criteria

A criterion allows you to filter the query (we filter the data on the Word training, and the platform will only display the data of this training). A criterion is therefore transparent to the user who launches the report.

1. If you wish, choose criteria (filters) and parameters.

2. To add a criterion, position yourself at the query level where you want to create this criterion, click on the New Criteria button.

3. A new window will open, choose a criterion (structure, ...) from the list called Property:

   • For some values (such as time), you can choose the unit you choose at the Unit row level.

   • For some values (e.g. dates), you can choose the format at the Function row level.

   • Depending on the criterion, you may then choose an operator (equal to, greater than,) at the level of the Comparator row and a Value.

4. Click on the Save button: the window closes and displays the criterion on the page.

5. To delete a criterion, go to the query level where you want to delete this criterion.

6. Click on the Delete icon at the end of the line.

7. To modify a criterion, go to the query where you want to update this criterion, click on the icon at the end of the line Edit.

8. A new window will open, and you can edit the properties, unit, function, comparator, and value already entered. Save this change.

9. To add a criterion, position yourself at the query level where you want to create this criterion, click on the New Criteria button.

10. A new window will open, choose a criterion (structure, ...) from the list called Property,

Logical operators

It is possible to assemble criteria and parameters using the logical operators AND OR. The technique is the same as for constructing dynamic groups with the creation of a query.

If you wish, choose criteria (filters) and parameters.

1. To add an operator. Click on the New Operator button.

2. Choose the operator from the list.

3. To delete an operator : Click on the Delete icon at the end of the line.

Parameters

A parameter allows the user who launches the report to choose a particular value (the parameter): for example, they will choose for a training tracking table, the training they want as a parameter.

1. If you wish, choose criteria (filters) and parameters.

2. To add a parameter, position yourself at the query level where you want to create this parameter.

3. Click the New Setting button. A new window opens.

4. Choose a parameter (structure, ...) from the list called Property:

   • For some values (e.g. time), you can choose the unit chosen at the Unit row level.

   • For some values (e.g. dates), you can choose the format at the Function row level.

   • Depending on the parameter, you may then choose an operator (equal to, greater than,) at the Comparator row.

   • Specify if this parameter is mandatory (in which case the user will have to fill in the parameter before launching the report) by checking the Required option.

   • Finally, if you want to customise the name of the parameter to be displayed, you can type in the Label field the new name that will be displayed to the user

5. Click on the Save button: the window closes and displays the setting on the page.

6. To delete a parameter, position yourself at the query level where you want to delete this parameter, click on the Delete icon at the end of the line.

7. To modify a parameter, position yourself at the query level where you want to update this parameter, click on the Modify icon at the end of the line.

8. A new window will open, where you can edit the properties, unit, function, comparator, mandatory, and label already entered.

9. Save this change.

10. Once the report query is constructed, you must click the Save button at the top of the Construction page, in order to save the report.

11. View the result of the query by clicking on the Visualization tab of the report.

Edit a report

Open the Analysis menu

Procedure

From the Analysis menu, launch a report by clicking on the report name.

The Report Visualization tab appears on the screen.

1. Click on the Report tab to display the report card: you can then change the information in this card.

2. Click on the Construction tab to view the construction of the query that will generate the report : you can then change the dimensions, values, criteria, or parameters of the report.

Delete, duplicate, or export a report

Open the Analysis menu

Procedure

1. From the Analysis menu, launch a report by clicking on the report name.

2. The Report Visualization tab appears on the screen.

3. Click on the Report tab to display the report card: you can then change the information in this card.

4. Click the Delete button to permanently delete the report.

5. You can also duplicate a report by clicking the Duplicate button.

If you are an administrator

1. Go to the Settings menu, submenu Reports: the list of all the reports on the platform is displayed (we are on the administration side of the platform).

2. At the end of each report there is a Delete icon: click on this icon to delete the associated report.

3. To export a report, click on Export, then download the generated xml file to your computer. You will be able to import this file from the Settings > Data Import (xml file, Syfadis format).

Additional information

You can only edit the information in a report if you have adequate privileges.