D365 HR • Leave and absence

Create a Leave and Absence Report in Dynamics 365 HR

By Parag Chapre
Jan 13 • 2 min read
Create-a-Leave-and-Absence-Report-in-Microsoft-Dynamics-365-HR-Human-Resources

Our Senior Developer Parag shows you how you can create a Leave and Absence Report in Dynamics 365 Human Resources by using Power BI.


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Currently, it not possible to modify a Power BI report embedded inside Dynamics 365 Human Resources. There is however, a workaround to create such a report. In this article, we will show you how you can create a Leave and Absence report in Dynamics 365 Human Resources. But before we start, we have to understand the functionality of Leave and Absence and the architecture behind it. Below, you can see a diagram to better understand the Leave and Absence architecture in Dynamics 365 Human Resources.

Leave diagram in Dynamics HR

 

Creating a Leave and Absence report in Dynamics 365 Human Resources

In order to create a Power BI report, we need the following data entities as pictured below:

Data entities Dynamics 365 HR leave absence

If you look at the report below, you can see that the data is coming from the entities Worker, Leave type, Leave plan, and Leave bank transactions. These entities are already available in the CDS.

Dynamics 365 Human Resources – Leave and Absence (Current Balance Analysis)

Leave and Absence (Current Balance Analysis)

Creating a Power BI report

In order to make a Leave and Absence report, we need to work with Power BI. These are the steps you need to follow:

  1. Open the Power BI desktop
  2. Click on Home > Get Data > Common data service > Select the entities mentioned in the screenshot below
    Leave and Absence report screenshot of data entities
  3. Add a relation between the entities
    relations in entities leave and absence
  4. Add the Matrix Visual to the report. This is how you do it:
    • Add name and Personnel number to rows
    • Add leave type to columns
    • Add amount to values

Once this is done, your visual should look like this:

Visual of Power BI data report for D365 HR leave absence report   5. We can add more visuals to the report if we like. This is how you do it:

Axis: Leave type, Values: current balance.

more visuals to the report in D365 HR leave

Once you have followed the steps above, your report should be ready. It should look like this:

Power BI report for Leave and Absence Microsoft

You can even add more filters to your report. This way, you can create many visuals, making your report even better. If you compare the report in Dynamics 365 HR and the report created based on CDS, then there is not much difference in the data.

Report difference between CDS and D365 HR Power BI

This is how you can create a Power BI report in Dynamics 365 Human Resources. If you like the article, feel free to share it work others who might find it helpful. If you have any questions, feel free to get in contact with us.

About us

FourVision is a Microsoft Partner of the Year for Human Resources. We implement Dynamics 365 Human Resources and enhance it with our own solution that improve the lives of your workforce. If you like to learn more about us, make sure to check out our services and solutions. You can always get in touch with us by clicking the chat icon on the bottom right of your screen.

 


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