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justin8260's avatar
justin8260
Regular Visitor
9 years ago
Solved

Using Power BI for Human Resources Benefit Provider monthly reports - how to show CHANGES in data

Hi guys,

 

not sure if Power BI has been used for the purpose that we intend to use it for, so I'm hoping some pro's may have some opinions / tips / advise they may wish to share on whether it is a smart solution.

 

We currently operate an HR system, which has it's own inbuilt reports.  These reports cover Core HR data, but also employee benefits data, specifically they pull CHANGES in employee benefits each month (e.g. cover level going from single to married, employee address changing etc), so we can pass this onto the various benefit providers e.g. BUPA etc.

 

The reports are somewhat flawed, and also, there is frequently a requirement to adjust them, and this proves extremely challenging to implement in a company with various entities / locations.  Therefore, we are looking at Power BI as an alternative solution.

 

THE WAY FORWARD ? (We hope)

 

- Set up a recurring data dump from our HR system.  This will will include every single employee and their benefits data in detail, so will have possibly upwards of 80 columns of data per person.

 

- now the tricky part...the benefit providers will not accept a full listing of employees and benefits details, for them to have to somehow establish the CHANGES for that month.

 

-So, can Power BI somehow be utlised / setup in such a way that it pulls employee benefits CHANGES ONLY from somehow cross referencing the data dump from 1 month to another? I am very new to Power BI, but I cannot see how do achieve such a thing.

 

Any advice much appreciated, even in terms of alternative solutions or ideas.

 

Thanks in advance!

 

 

  • Hi justin8260,

     

    Based on your description, you need Power BI to only refresh on changes from your data source, right?

     

    Currently, there is no such a option that used to force Power BI refresh changed data only. If you have any concern on this feature, you can vote the idea Here and add your comments there to improve this feature for Power BI and make it coming sooner.

     

    Regards,

    Charlie Liao

3 Replies

  • v-caliao-msft's avatar
    v-caliao-msft
    Icon for Microsoft Employee rankMicrosoft Employee

    Hi justin8260,

     

    Based on your description, you need Power BI to only refresh on changes from your data source, right?

     

    Currently, there is no such a option that used to force Power BI refresh changed data only. If you have any concern on this feature, you can vote the idea Here and add your comments there to improve this feature for Power BI and make it coming sooner.

     

    Regards,

    Charlie Liao

    • justin8260's avatar
      justin8260
      Regular Visitor

      Hi Charlie,

       

      thanks for the response, I appreciate the clarification at least,

       

      Best Regards

      J