Running the Job Position Monthly Snapshot (People Cube)

On the Template page, click any light blue cell to activate the PivotTable Fields.

Example shown here: 2019-Aug cell.

The PivotTable Fields section appears on the right side of the page.

The default view always shows the data from the last month.

Click the filter icon next to the SNAPSHOT_DATA.Calendar Date field to select a different snapshot date.

All calendar dates that you are able to select are displayed chronologically. You can scroll down to find the calendar date or use the Search Calendar Yr field to search for a specific calendar date.  

Example shown here:  2019-Sep option.

Click the OK button.

The data has been updated to reflect your selected snapshot date.

The HR Department defaults to H1000351 - EITS-VP Office.

Click the filter icon next to the HR_DEPARTMENT.DEPTSECURITY field to select a different HR Department.

All HR Departments that you are able to select are displayed in numerical order.

Scroll down to find the appropriate HR Department or use the Search DEPTSECURITY Level01 field to search for a specific HR Department.

Example shown here:  H100xxxx - Sample Dept option.

Click the OK button.

The data has again been updated to reflect your selected HR Department.

For the Vacant Position Flag, Seated is the default.

Click the filter icon next to the Vacant Position Flag field.

You can view both Seated and Vacant positions. If you expand either Seated or Vacant , you are able to view the detailed information about which categories of positions and/or job titles are seated or vacant. You can drill down by expanding the trees or use the Search field to search for a specific seated/vacant position.

To view all vacant positions for the selected department, click the Vacant option.

Click the OK button.

The data has been updated to show the vacant positions for the selected department.

In this example, you will work with the data for the seated positions.   

To view the Seated positions, click the filter icon next to the Vacant Position Flag field.

After selecting the Seated option, click the OK button.

The data has again been updated to match your selected filters.

To custom build your table, you can use the data fields listed on the right side of your screen. Drag the desired fields into the four quadrants (FILTERS, COLUMNS, ROWS, and VALUES).  

Example shown here:  Avg Annual Rate (average annual rate) field to the VALUES quadrant.

Continue to drag appropriate field(s) to the quadrant.  

Example shown here: Avg FTE Annual Rate field to the VALUES quadrant.

If you wish to delete a field(s), click the field(s) in the quadrant that you wish to delete. You will see a pop-up menu.

Example shown here: Remove Field option to remove Avg FTE Annual Rate from the table.

Continue to drag appropriate field(s) to the quadrant.  

For this example, drag the Age_Detail field to the ROWS quadrant.

Note: The  Age_Detail field shows the range of employee ages, which could be useful information about potential retirement.

In the rest of this article, you will see examples of how to set up your table to view different combinations of data. You can see different examples of how you can set up the data fields in the quadrant.

There are many ways to set up your data, so we recommend experimenting with different combinations of data fields in the different quadrant areas to find what you might need.

For example, you can view detailed information about employees for the selected department.

Example shown here: Name Emplid Badge No field to the ROWS quadrant.

You can view the employees' HR status for the selected department.

Example shown here: Employee Status Code Description field to the ROWS quadrant.

You can view where two or more people are employed for one position by selecting the Max Head Count field.

Example shown here:  Max Head Count field to the ROWS quadrant.

If you wish to view details about positions for the selected department, select the  Position Filter field.

Example shown here: Position Filter field to the ROWS quadrant.

Information about Tenure is also provided in the People Cube. Depending on your needs, drag a field under Tenure to a quadrant.  

Example shown here: Tenure Status Code Description to the ROWS quadrant.