The Financial Loss Power BI template transforms workforce data into actionable financial insights for executive decision-makers. This powerful tool quantifies untapped capacity across your organization, translating productivity gaps into concrete financial metrics that directly impact your bottom line.
ActivConnect is available as an add-on to customers on a paid subscription plan. Learn more about ActivConnect here.
Contents
Template access requirements
Before you begin, ensure you have:
- An ActivTrak paid subscription plan and the ActivConnect Add-on
- Your ActivConnect username ([account_number]@activtrak.us) and password. Your account number is in the Account Information menu in ActivTrak; access it via the circle icon in the top right corner.
- An active Power BI license
Access the template
Validate your ActivConnect credentials
1. Navigate to Google Cloud Console
2. Log in with your ActivConnect username ([accountnumber]@activtrak.us) and password
Copy and update the Salary Configuration Sheet
1. Make a copy of the Salary Configuration Sheet template (File > Make a Copy) and give it a unique name. You should now be able to edit the copy of this Google Sheet.
2. Update column A, “group_name,” with the groups in your ActivTrak environment. The Group names must match those configured in ActivTrak (Settings > Users & Groups > Groups).
3. Update column B, “average_annual_salary,” with the average salary per group. This value cannot include decimals or commas (e.g., 150000).
4. Once the Google Sheet is updated, copy the URL.
Group Name & Average Annual Salary
Download and install the PBIT file
1. Within the ActivTrak app, navigate to API & Integrations > ActivConnect API.
2. Find the Financial Loss card and click the Power BI download icon.
Financial Loss Card
3. Unpack the zipfile and open the “Executive Analysis - Financial Loss.pbit” file using PowerBI Desktop.
4. Enter your ActivTrak Account ID and paste the URL of your updated Salary Configuration sheet into the “Salary URL” field. Note: Your account number is in the Account Information menu in ActivTrak; access it via the circle icon in the top right corner.
Log into Financial Loss.pbit
5. Click Load. This process will take a few minutes.
6. During data connection, a pop-up window will appear asking you to log in to Google Sheets. You will be redirected to the browser to complete the sign-in process, then back to PowerBI. Once you have signed in, click Connect in the bottom right corner.
Click Connect to log into Google Sheets
7. Another pop-up window will then appear to log into Google BigQuery. Ensure you log in with your ActivTrak-provided credentials in the format of [accountnumber]@activtrak.us.
8. Once complete, go back to PowerBI and click Connect.
9. The data refreshment may take a few minutes. A successful connection results in messaging indicating the number of “rows from GoogleBigQuery” that were refreshed.