Filter Viva Engage analytics

Organizational Data Filters is a Viva Engage premium feature that enables users to filter analytics by employee attributes including:

• Country
• Department
• Job title

Organizational Data filtering helps users understand how different employee segments use Viva Engage. The feature is available to Network Admins and Corporate Communicators through the All filters panel in Network Analytics.

Organizational Data Filters apply to all Network Analytics metrics except for retention, engagement benchmarks, themes, and sentiment.

Note

By default, Viva Engage pulls organizational attributes for each user from a network’s Entra ID directory. Alternatively, Microsoft 365 admins can also upload a CSV file that contains organizational data from the Microsoft 365 Admin Center.

Licenses, roles, and permissions

By default, the Organizational Data Filters feature is enabled in your network. If less than 50% of your network’s users are licensed for Viva Suite or Employee Communications and Communities, the Network Analytics dashboard is unavailable.

Verified Admins and Network Admins can manage Organizational Data Filters in the Viva Engage Admin Center. Take the following steps:

1. Open your Viva Engage client in Teams or in your browser. From the gear icon in the top navigation menu, select the Admin center.

2. On the Setup & Configuration tab, select Analytics and AI.

3. Go to the Network Analytics section to access the Organizational Data Filters toggle. When you enable it, users can filter their analytics by employee attributes.

Verified Admins, Network Admins, and Corporate Communicators can use analytics filtering in the Network Analytics dashboard.

Understand data uploads

For context, organizational data is a collection of user profiles (Microsoft 365 User Profile). Upload your user profile information using one of the following methods:

Upload process	Description
Entra ID Directory (Default)	By default, Viva Engage populates Organizational Data Filters using user profiles within Entra ID. For these filters, we recommend that you review the country, department, and job title fields.
CSV Upload through M365 Admin Center	If your network doesn't use Entra ID or you want more flexibility, a Microsoft 365 Admin can upload a CSV file containing user profiles via the Microsoft 365 Admin Center. For Organizational Data Filters, the CSV file must include the Microsoft_PersonEmail attribute as a column header. We also recommend including the following fields: - Microsoft_Organization - Microsoft_JobTitle - Microsoft_CompanyOfficeCountryOrRegion You can download the CSV template in the Microsoft 365 Admin Center, and upload via SharePoint (5GB limit) or locally (25MB limit). Viva Engage doesn't perform data cleaning or data processing, so be sure to review your data before you upload. Learn more here.

Set Data Precedence

To override your Entra ID data after the CSV upload, send a request to orgdatainm365Support@microsoft.com. Include the subject line Request to give organizational data precedence over Microsoft Entra data in Microsoft 365 User Profile for Tenant [Name][Tenant ID]. Changes can take up to four days to take effect.

For more information, see How organizational data is used and retained in Microsoft 365.

How filtering works

After uploading your network’s organizational data, you're ready to filter your Network Analytics dashboard by employee attributes.

Select the All filters button at the top of the Network analytics dashboard to open the side panel. The available categories for filtering are:

• Date Range
• Country
• Department
• Job Title

For Organizational Data Filters, you can search for and select multiple values from each category within the dropdown. Each category surfaces the top 200 values with the highest number of enabled users. For reference, you see the total number of enabled users next to each value in the dropdown. Any attributes beyond this limit are grouped into the Other category. Any attributes with fewer than 10 users are also grouped into the Other category to maintain user privacy.

Filter category	Description
Unspecified category	Users who don't have an assigned value (such as an empty string) appear under this category to give insight into data completion.
Other category	Includes all groups that exceed the 200-entity limit, groups with fewer than 10 associated users, and users whose accounts are deactivated.

The Other and Unspecified categories appear at the bottom of the dropdown to provide context of their data quality and distribution, but we don't calculate metrics for those categories.

Organizational Data Filters are dynamic. The filter dropdowns adjust the options based on previous selections. For example, selecting U.S. in the country category ensures that the department and job title categories are the only attributes that can be mapped to the U.S.

To clear filters, you can remove categories at the top of the Network Analytics dashboard or select Clear all.

Note

Retention, engagement benchmarks, themes, and sentiment can't be filtered by organizational attributes, because they rely on network-wide calculations.

About activated users and enabled users

In addition to Organizational Data Filters, Viva Engage introduces two new metrics to the dashboard: Enabled users and Activated users.

Enabled users is the total number of users with Viva Engage enabled as a service. Enabled users each hold a license to use and access Viva Engage.

Activated users is a subset of enabled users and is defined as the total number of users who performed at least one action on Viva Engage in the past 18 months, such as viewing, posting, commenting, or reacting.

Combining Enabled users and Activated users data with People reached, People engaged, and People posted provides insight into the full engagement funnel to understand adoption across the platform.

Organizational Data Filters help identify which employee segments require more onboarding or adoption support, based on their engagement funnel.

For data security, only active Microsoft 365 accounts from the last 30 days are included when you apply organizational filters. As a result, Enabled users and Activated users tend to stay the same across the 28-day, 90-day, and 12-month time periods, while there may be potential changes in the 7-day period. This occurs only when applying Organizational Data Filters, because deleted users’ organizational attributes can't be stored for more than 30 days.

See also

Employee retention in Viva Engage

Benchmarks in Viva Engage analytics

View and manage analytics in Viva Engage

Use your organizational data in Microsoft 365 and Microsoft Viva