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Human Resources Power BI Report

Updated over 2 weeks ago

Generate Extracts

Go to System > Extracts > Entity Maintenance.

Extracts needed from the following Entities:

HRPersonnel, HRPersonnelAddress, HRPersonnelDemographics, HRPersonnelSecure, HRPersonnelleave, HRPersonnelService, PPJobGroups, PPJobTypes, SYLookup, PRDepartment, Sysdb, GLPeriod

Search for the entities above and ensure the Extracts have been generated and data extracted into SQL tables.

To extract data from ERP+ to your SQL server you should apply the following actions in this order:

  1. Generate Extracts

  2. Build SQL / Create Tables

  3. Extract Data

  4. Set CDC (recommended)


Create Views

Go to System > Extracts > Views.

Select Generic Schema and create the following views:

Generic.HRPersonnel, Generic.HRLeaverReason, Generic.HRJobTitle, Generic.HRJobGroup, Generic.Sysdb, Generic.HRStatus, Generic.PRDepartment, Generic.GLPeriod

Select the Human Resource Schema and create all views as shown in the image below:


Download Power BI Template

Go to System > Extracts > Reports.

Download the Power BI template and sign in with your SQL credentials and the report will automatically populate with your data.

Human Resource PBI Template Example

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