Templates in Query designer

Important

This article is for the legacy Workplace Analytics app and does not reflect functionality available on the updated Viva Insights platform. Access current documentation for Viva Insights advanced insights here: advanced insights documentation.

The Query designer in the advanced insights app that's available with Viva Insights includes a number of predefined templates that analysts can use to visually analyze workplace patterns and trends. A template pre-populates a custom Viva Insights query and selects the applicable Power BI charts to show results from these queries.

Requirements for analysts

Before analysts can get to work, they must have the proper role. Each analyst must be assigned the Analyst role. A Microsoft Entra ID Application Administrator assigns roles, and can learn more about this task in Assign roles. For general information about user roles for Viva Insights, see Roles in Viva Insights.

Licensing notes

• To use the analyst features, you must have the Analyst role assigned.
• The predefined templates available in Query designer require the use of the Power BI desktop. You do not need a license for Power BI desktop; you can download it for free at Getting started with Power BI.

Power BI dashboards

The Query designer has templates for the following Power BI dashboards for visually analyzing data in Power BI. Select one to see more details about it and to view an interactive demo.

Note

Most of these dashboards are currently only available in English and will only work with data generated from the English version of the advanced insights app. Before running the required queries, confirm the browser language in the app's URL includes en-us, or change it to include en-us: ...office.com/en-us/... (Business continuity and Microsoft Teams insights are the exceptions that support the same languages as Viva Insights.)

	Sales effectiveness Shows how your sales employees collaborate with external parties. With CRM data uploaded, this report can provide advanced insights about your employees’ interactions with CRM accounts.
	Ways of working assessment Shows a quick and easy way to see current collaboration behaviors and culture and insights into employee wellbeing and engagement in your organization.
	Ways of working tracker Shows how you can track behavior change and target opportunities to improve employee wellbeing, meeting culture, and manager effectiveness.
	Return to worksites Shows how to plan who returns to work, and when, where, and how they do for the different work locations.
	Wellbeing - Balance and flexibility Shows insights into employee wellbeing across your company and uncovers opportunities to improve focus, work-life balance, flexibility, and a sense of community at work.
	Business continuity Shows example insights into how shifting to remote work has impacted business.
	Microsoft Teams insights Shows how adopting Microsoft Teams can affect collaboration and productivity in your organization.
	Manager effectiveness Shows analysis that measures behaviors and trends about people managers across four key themes within your organization, including coaching, empowerment, connection, and modeling.
	Behavior patterns for Glint Combines behavioral data from Viva Insights and sentiment data from Glint for insights that help identify opportunities to influence behavior and improve business outcomes.
	Sales business continuity Shows insights into how shifting to remote work has impacted your sales organization.