Quick Answer
KnowledgeSmart Skills audit data is exported as a Power BI master data file from the Skills > Home page, then loaded into a KnowledgeSmart Power BI template for interactive reporting; Skills audit results cannot currently be reported from Pinnacle Series at all, so this Power BI workflow is the only route to visual reporting on them, regardless of whether your organisation is integrated.
What This Article Helps With
This article explains how to export KnowledgeSmart Skills audit data and load it into the KnowledgeSmart Power BI template, for richer and more customizable reporting than is available on screen. It applies to KnowledgeSmart Principal Administrators and Results Administrators.
Power BI Desktop
Power BI Desktop is free software from Microsoft that allows the creation of rich, interactive reports with visual analytics - find out more and download it at powerbi.microsoft.com/desktop. We provide a Power BI template with a range of interactive visuals, to help you understand the story of training needs and personal and team development that your skills ratings data has identified.
How to Export and Load Your Data
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At the bottom of your Skills > Home page, select the green Run Export button to obtain the Power BI master data Excel file, containing Users, Invites, Questions, Modules, Assessment results, Teams, and User and Manager Skills Rating data. If you have linked accounts, you can export for Accounts (All) or an individual account.
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Open the downloaded Excel file. If it opens in Protected View, select Enable Editing and save the file.
- Note the file name and location — you'll need this when loading your data into the template, for example
C:\Documents\DataSources\Knowledgesmart 160522.xlsx. -
Select the gray Power BI Template button to go to the template download page.
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Select the download button. A zip file downloads - move it to your preferred location and extract the Power BI file. The extracted file has a .PBIX extension; since the template is reviewed and updated periodically, its exact name and version may vary from what's shown below.
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Select the file to open it in Power BI Desktop.
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Go to the Read me First tab and review the instructions.
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Check the User Guides tab for further help guides and supporting documentation.
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The file opens with demo data. Select Transform data > Data source settings to update it with your own.
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Select Change source, browse for your master export file, and select OK.
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Select Close to continue uploading your data file.
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Select Apply changes to complete the upload.
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Wait a few seconds for the process to complete.
- Confirm your KnowledgeSmart data is now populated in the file. Our User Guide, on the User Guides tab, gives a more detailed summary of the data import process if you need it.
Finding and Customizing Your Visuals
The Navigation Home page gives you a master summary of all available charts.
Use the navigation menu to find the visualization you're looking for. In the desktop version of Power BI, hold Ctrl and then select the menu button.
The templates support Power BI themes, so colour schemes can easily be customized, and you can include your corporate logo in your report. Save your report as a PDF for easy sharing of your data visualizations with your team.
If Your Organization Uses Pinnacle Series
Skills audit results cannot currently be reported from Pinnacle Series - unlike Skills assessments, there is no native Pinnacle Series reporting tab covering Skills audit data. This Power BI workflow is the route for Skills audit reporting whether or not your organization is integrated, and nothing above changes based on your integration status.
Helpful Tips
- For viewing and filtering results on screen, without exporting to Power BI, see Viewing and filtering KnowledgeSmart Skills audit results data.
- For the export process on its own, without the Power BI template, see Exporting KnowledgeSmart Skills audit results data.
Common Questions
Can I report on Skills audit data from Pinnacle Series instead of using Power BI?
No. Skills audit results cannot currently be reported from Pinnacle Series at all, whether or not your account is integrated. This Power BI workflow, or the on-screen results pages in KnowledgeSmart, are the only current reporting routes.
What data is included in the Skills audit master export?
Users, Invites, Teams, Questions and Modules, Assessment results, Training Tags, and User and Manager Skills Rating data. Assessment results are included deliberately, so you can analyze test scores alongside skills ratings in the same report.
Does my exported data stay up to date automatically?
No. Each export is a snapshot - if you want the report to reflect new data, repeat the Run Export and reload steps above.