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How do I use the Power BI Workflow Drilldown Report?

The Workflow Drilldown report allows you to analyze individual workflow questions and responses across your entire organization.

Written by Jake Landgraf
Updated yesterday

This report expands on the Workflow Drilldown available in the Manager Dashboard by adding organization-wide aggregation and advanced filtering.


Answer

Use the Workflow Drilldown report to analyze how specific workflow questions are answered across multiple sites, workflows, and teams. This report is designed for structured response data, such as Yes / No, checklist, button, and other option-based answers.

It is best used when you want to:

  • compare how the same type of question is being answered across the organization

  • identify patterns in high-risk or non-compliant responses

  • investigate responses at scale across sites or teams

  • move from high-level trends into specific workflow details

This report expands on the drilldown available in ANVL Insights by allowing broader, organization-level aggregation and filtering.

This report depends heavily on question-level tags. Similar questions must use the same tags to roll up together. If data seems missing, the most common reason is that:

  • the question was not tagged, or

  • different tags were used across workflows


Steps

  1. Open the ANVL Power BI reports.

  2. Open the Workflow Drilldown page.

  3. Apply filters as needed, such as:

    • Question Tag

    • Workflow Category

    • Group / site

    • Supervisor

    • Employee

    • Job Title

  4. Review how the report aggregates responses.

    • It rolls up structured responses across:

      • all workflows

      • all Groups

      • all users with captured data

    • It is designed for:

      • Yes / No questions

      • checklist responses

      • button and option-based responses

    • It is not intended for open-text analysis

  5. Use the report to answer questions such as:

    • How are people answering this question across the organization?

    • Which sites are showing the highest rate of a risky response?

    • Which teams are selecting stop-work or escalation responses most often?

  6. Review the response distribution.

    • Look at total responses

    • Compare the distribution of answers

    • Review counts tied to stops or escalations if those responses are included in the question set

  7. Drill into the details.

    • Drill from the summary view into specific users or workflows

    • Review how often each response occurred

    • Identify where stop-work or escalation responses were selected

  8. Use question tags carefully.

    • Make sure similar questions share the same question-level tag

    • Use this report only after confirming tagging is consistent across workflows

    • If the report does not show the expected rollup, review the question tags first

  9. Narrow the report when needed.

    • Filter by workflow type or category to reduce noise

    • Focus on one topic, one site group, or one team if the report is too broad

  10. Prioritize the highest-risk responses first.

    • Review stop-work and escalation-related responses first

    • Then compare other structured response patterns across sites or teams

  11. Use this report together with Escalations & Actions when appropriate.

    • Use Workflow Drilldown to understand how questions are being answered

    • Use Escalations & Actions to understand where tagged issues and escalations are clustering

Additional details

  • This report is strongest when question tagging is standardized.

  • It is best for structured response analysis, not narrative or open-text review.

  • Use Open Text Analysis when you need to understand comments or written descriptions.

  • This report helps move from trend → detail → action across the organization.


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