Microsoft

HR Dashboards, Narratives & Workforce Planning

Microsoft

HR Dashboards, Narratives & Workforce Planning

 Microsoft

Instructor: Microsoft

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Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Build and evaluate interactive Power BI dashboards for HR workforce reporting

  • Craft executive-ready narratives and respond to ad hoc requests using Copilot

  • Develop workforce-planning summaries that connect staffing scenarios to business actions

Details to know

Shareable certificate

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Assessments

25 assignments¹

AI Graded see disclaimer
Taught in English

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Build your subject-matter expertise

This course is part of the Microsoft AI for HR: AI-Powered People Insights Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 13 modules in this course

An interactive workforce report depends on a model and interaction design that lets users explore the intended population without silently changing metric meaning. You will configure a prepared Power BI workforce model, add slicers for department, location, and reporting period, and control visual interactions so filters behave predictably.

What's included

2 videos2 readings1 assignment

Changing an HR outcome is not the same as explaining it. You will use a published-style Power BI report to trace where a workforce movement is concentrated, compare filter states, and separate a visible driver from an unsupported causal explanation. The emphasis is analytical reasoning with visible report evidence rather than dashboard construction. This matters professionally because evidence-based driver statements help prevent leaders from acting on a visually prominent but unsupported explanation.

What's included

1 video3 readings1 assignment

Dashboard design begins with the workforce question and user role, not with a chart gallery. You will use Microsoft Power BI to choose visual forms and page layouts for specific HR decisions, prioritize what a manager needs to notice first, and organize detail so the page supports action without visual overload. This matters professionally because role-specific design helps leaders find the relevant signal quickly and reduces the risk of delayed or misdirected decisions.

What's included

2 videos1 reading2 assignments

AI-assisted dashboard suggestions can accelerate drafting, but publication still requires human evaluation of metric meaning, usability, visual integrity, and whether the output actually responds to the prompt. You will use Microsoft Power BI and Microsoft Copilot evidence to audit a dashboard, trace each important output back to trusted evidence, and decide what to accept, revise, or reject. This matters professionally because publishing an unverified visual or narrative can mislead decision-makers and weaken trust in HR reporting.

What's included

3 readings2 assignments

A leadership narrative is not a chronological summary of every finding. You will use completed Microsoft Excel and Microsoft Power BI evidence to identify the decision, prioritize the few findings that materially affect it, and arrange them into a clear narrative arc. Microsoft Copilot can help surface candidate storylines, but you will verify which one is best supported and most relevant. This matters professionally because a focused narrative helps leaders see the decision, evidence, and implications without being distracted by accurate but nonmaterial findings.

What's included

1 video2 readings2 assignments

Executive-ready HR writing connects evidence to likely drivers, actions, and material risks without turning correlation into certainty. You will draft and refine a concise leadership summary with Microsoft Copilot, then verify each claim against the underlying Microsoft Excel or Microsoft Power BI evidence and revise language that overstates cause or confidence. This matters professionally because leaders need concise recommendations that remain traceable to evidence and transparent about uncertainty.

What's included

1 video2 readings2 assignments

A report can be accurate and still be poor leadership material if it is too long, strategically unfocused, or unclear about the decision it supports. You will use Microsoft Excel and Microsoft Power BI source evidence to evaluate narrative and ad hoc outputs against a leadership-readiness rubric and make evidence-based editing decisions before review. This matters professionally because leadership-ready reporting reduces decision friction while preserving the evidence, risks, and limitations that leaders need.

What's included

1 video2 readings2 assignments

Ad hoc HR requests create pressure to answer quickly, but speed does not remove the need for source grounding and metric discipline. You will use trusted Microsoft Excel and Microsoft Power BI evidence to frame a bounded Copilot prompt, draft a first-pass response, and verify the output before sharing. This matters professionally because a fast but ungrounded answer can misdirect staffing decisions and undermine confidence in HR analysis.

What's included

1 video2 readings3 assignments

Workforce plans depend on clear assumptions about demand, available capacity, role requirements, and timing. In this module, you’ll use Microsoft Excel to identify the core inputs in a workforce-planning cycle, distinguish observed HR evidence from business assumptions, and document the constraints that shape feasible staffing options. Making these inputs explicit and traceable helps business partners understand, challenge, and update the assumptions behind staffing recommendations.

What's included

1 video2 readings2 assignments

Planning analysis compares a defined future demand with the workforce supply expected to be available. You will use Microsoft Excel to calculate scenario gaps and surpluses, compare alternative assumptions, and identify which roles or periods require the most attention without treating one forecast as certain. This matters professionally because scenario comparison helps leaders act on material staffing risks without mistaking a forecast for a guaranteed outcome.

What's included

2 videos1 reading2 assignments

A planning summary must connect scenario evidence to actions that business partners can discuss and own. You will use Microsoft Excel evidence and Microsoft Copilot to draft a concise workforce-planning summary, then verify that hiring or redeployment recommendations are proportionate to the scenario and explicit about assumptions. This matters professionally because proportionate, evidence-based actions help control staffing cost and avoid premature hiring or redeployment decisions.

What's included

3 readings2 assignments

Prompt quality improves when the request makes the HR context, metric definitions, audience, and desired analytical output explicit. You will use Microsoft Excel evidence to create structured Microsoft Copilot prompts for workforce-planning analysis, compare weak and strong prompt designs, and evaluate whether the returned output stays within the supplied evidence. This matters professionally because well-bounded prompts make AI-assisted analysis more reviewable and reduce the risk of unsupported recommendations.

What's included

1 video2 readings3 assignments

You will create an executive HR insight package that combines a decision-ready Power BI dashboard, a concise Copilot-assisted narrative briefing, and an Excel-based workforce-planning recommendation. You will integrate dashboard design, evidence-based storytelling, metric discipline, workforce-planning logic, and structured prompting into one leadership deliverable. The project emphasizes traceability: every material narrative claim and planning action must be supported by visible evidence and verified before submission. This matters professionally because leaders may use the package to approve targeted hiring, redeploy capacity, or monitor the situation until the next review. Unsupported claims or inconsistent metrics could lead to unnecessary staffing costs or delayed action. Who this is for: This project is for you if you need to package workforce analysis for a leadership or HR business-partner audience. It is especially useful if your role requires you to move from validated metrics to a polished dashboard, concise briefing, and practical staffing recommendation.

What's included

2 readings1 assignment

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Instructor

 Microsoft
490 Courses3,010,624 learners

Offered by

Microsoft

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