HR & people · Power BI template
Employee Engagement Survey Power BI template
Power BI employee engagement survey template: engagement score, eNPS, response rate, themes vs last survey, a department × theme heatmap and question ranking.
By Nawaf Sharaf · Founder & Reliability Engineer · Updated
Free for commercial useDark version: same layout, colours re-solved and checked for WCAG AA contrast.
BetaOpens in Power BI Desktop with 8 tables of sample data and every visual bound. See what’s inside
Free, no sign-up. The PBIP with sample data includes the background, theme and a README. 1920×1080 fits a new page in a Fluent 2 report; 1280×720 and 2× fit Classic pages. Downloads carry a small “Made with VizForge” mark (sign in to the studio to remove it).
- Layout
- Glass header card, 4 KPIs beside eNPS score columns, theme comparison + department heatmap + question ranking
- Page size
- 1280×720 px (16:9, Power BI default)
- Theme
- Pastel Studio
Open the sample-data PBIP in Power BI Desktop
Checked against Microsoft Learn's Power BI Desktop projects documentation (as of Nov 2026).
- 1
Unzip to a short path and open the .pbip
Extract the zip to a short local folder such as C:\PBI (Windows limits project paths to 260 characters, and Desktop can't save a project straight to OneDrive or SharePoint), then double-click the .pbip file or use File → Open in Power BI Desktop. Microsoft still lists projects and TMDL as preview features (as of Nov 2026): if Desktop won't open the project, go to File → Options and settings → Options → Preview features, tick “Power BI Project (.pbip) save option” and “Store semantic model using TMDL format”, then restart Desktop.
- 2
Select Refresh once
The project ships without the local data cache (.pbi/cache.abf), so Desktop opens the full model definition without data. Select Home → Refresh: every table is built from values written into its Power Query step, so there is no data source to sign in to.
- 3
Save as .pbix or connect your data
Use File → Save as to keep a single .pbix file, or open Transform data and replace each table's Source step with your own query, keeping the column names so the measures and visuals keep working.
What’s inside the Employee Survey sample model
Rendered from the same definition the download writes as TMDL, so this list always matches the file.
Two annual engagement surveys (October 2025 and October 2026) at a fictional 475-person company: favourable, neutral and unfavourable answer counts to 12 questions in seven themes by department and tenure band, 0–10 recommendation scores for eNPS by department, and invitations sent. Wellbeing falls and growth rises between the waves. Units: Answer counts; scores as % favourable; eNPS from −100 to 100.
Tables and columns
Calendar
Date table · 2025–2026, one row per dayDate table generated in Power Query (List.Dates), marked as the model's date table.
- Date (date)
- Year (whole number)
- Quarter (text)
- Month (text)
- Month Name (text)
- Week Start (date)
- Weekday (text)
- Fiscal Year (text)
Department
Dimension · 6 rowsDepartments with survey invitations.
- Department (text)
Tenure Band
Dimension · 3 rowsLength of service bands.
- Tenure Band (text)
Question
Dimension · 12 rowsSurvey questions grouped into themes.
- Question ID (text)
- Theme (text)
- Question (text)
Score
Dimension · 11 rows0–10 recommendation score.
- Score (whole number)
- Group (text)
Responses
Fact · 432 rowsAnswer counts per survey wave, department, tenure band and question (groups under five people would be suppressed in a real export).
- Survey Date (date)
- Department (text)
- Tenure Band (text)
- Question ID (text)
- Favourable (whole number)
- Neutral (whole number)
- Unfavourable (whole number)
eNPS Responses
Fact · 132 rowsCount of each 0–10 recommendation score per wave and department.
- Survey Date (date)
- Department (text)
- Score (whole number)
- Respondents (whole number)
Invitations
Fact · 12 rowsEmployees invited per wave and department.
- Survey Date (date)
- Department (text)
- Invited (whole number)
Relationships
Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.
- Responses[Survey Date] → 'Calendar'[Date]
- Responses[Department] → Department[Department]
- Responses[Tenure Band] → 'Tenure Band'[Tenure Band]
- Responses[Question ID] → Question[Question ID]
- 'eNPS Responses'[Survey Date] → 'Calendar'[Date]
- 'eNPS Responses'[Department] → Department[Department]
- 'eNPS Responses'[Score] → Score[Score]
- Invitations[Survey Date] → 'Calendar'[Date]
- Invitations[Department] → Department[Department]
DAX measures
All measures live in a dedicated Key Measures table. Copy any of them into your own model; rename the table and column references to match.
Favourable %Agree and strongly agree as a share of all answers.
Favourable % =
DIVIDE (
SUM ( Responses[Favourable] ),
SUM ( Responses[Favourable] ) + SUM ( Responses[Neutral] ) + SUM ( Responses[Unfavourable] )
)Format string: 0%
Favourable % (Latest)Favourable score in the most recent survey.
Favourable % (Latest) =
VAR Latest = CALCULATE ( MAX ( Responses[Survey Date] ), REMOVEFILTERS ( 'Calendar' ) )
RETURN
CALCULATE ( [Favourable %], REMOVEFILTERS ( 'Calendar' ), Responses[Survey Date] = Latest )Format string: 0%
Favourable % (Previous)Favourable score in the survey a year earlier.
Favourable % (Previous) =
VAR Latest = CALCULATE ( MAX ( Responses[Survey Date] ), REMOVEFILTERS ( 'Calendar' ) )
RETURN
CALCULATE ( [Favourable %], REMOVEFILTERS ( 'Calendar' ), Responses[Survey Date] = EDATE ( Latest, -12 ) )Format string: 0%
Change vs Last SurveyPoints gained or lost since the previous survey.
Change vs Last Survey =
[Favourable % (Latest)] - [Favourable % (Previous)]Format string: +0%;-0%
Engagement ScoreFavourable on the two engagement questions, latest survey.
Engagement Score =
CALCULATE ( [Favourable % (Latest)], Question[Theme] = "Engagement" )Format string: 0%
eNPSEmployee net promoter score, latest survey.
eNPS =
VAR Latest = CALCULATE ( MAX ( 'eNPS Responses'[Survey Date] ), REMOVEFILTERS ( 'Calendar' ) )
VAR Total = CALCULATE ( SUM ( 'eNPS Responses'[Respondents] ), REMOVEFILTERS ( 'Calendar' ), 'eNPS Responses'[Survey Date] = Latest )
VAR Promoters = CALCULATE ( SUM ( 'eNPS Responses'[Respondents] ), REMOVEFILTERS ( 'Calendar' ), 'eNPS Responses'[Survey Date] = Latest, Score[Group] = "Promoter" )
VAR Detractors = CALCULATE ( SUM ( 'eNPS Responses'[Respondents] ), REMOVEFILTERS ( 'Calendar' ), 'eNPS Responses'[Survey Date] = Latest, Score[Group] = "Detractor" )
RETURN
DIVIDE ( Promoters - Detractors, Total ) * 100Format string: 0
eNPS RespondentsPeople giving each score.
eNPS Respondents =
SUM ( 'eNPS Responses'[Respondents] )Format string: #,0
Response RatePeople who answered the latest survey over people invited.
Response Rate =
VAR Latest = CALCULATE ( MAX ( Invitations[Survey Date] ), REMOVEFILTERS ( 'Calendar' ) )
RETURN
DIVIDE (
CALCULATE ( SUM ( 'eNPS Responses'[Respondents] ), REMOVEFILTERS ( 'Calendar' ), 'eNPS Responses'[Survey Date] = Latest ),
CALCULATE ( SUM ( Invitations[Invited] ), REMOVEFILTERS ( 'Calendar' ), Invitations[Survey Date] = Latest )
)Format string: 0%
What each visual is bound to
The PBIP opens with these fields already on each visual.
| Visual | Type | Fields |
|---|---|---|
| DepartmentSlicer | Slicer | Department[Department] |
| Tenure bandSlicer | Slicer | 'Tenure Band'[Tenure Band] |
| Engagement scoreCard | Card | [Engagement Score] |
| eNPSCard | Card | [eNPS] |
| Recommendation scores (0–10)Column chart | Column chart | Score[Score], [eNPS Respondents] |
| Response rateCard | Card | [Response Rate] |
| Favourable %Card | Card | [Favourable % (Latest)] |
| Themes vs last surveyColumn chart | Column chart | Question[Theme], [Favourable % (Latest)], [Favourable % (Previous)] |
| Department × themeMatrix | Matrix | Department[Department], [Favourable % (Latest)], Question[Theme] |
| Questions rankedBar chart | Bar chart | Question[Question], [Favourable % (Latest)], [Change vs Last Survey] |
Questions this dashboard answers
Each one is answered by a visual on the page, from the sample model's own tables and measures.
- Which themes improved or fell since last year's survey?
- Which departments score lowest on which themes?
- Would employees recommend the company as a place to work (eNPS)?
- Did enough people respond for the results to be trusted?
About this dashboard layout
Survey results land once a year and get one meeting, so the page has to show what changed and where. The four cards (engagement score, eNPS, response rate and overall favourable %) always read the latest survey, through measures that find the most recent survey date themselves, so the page needs no survey slicer.
Next to them, the 0–10 recommendation scores are drawn as columns, coloured by a Score dimension that labels each value promoter, passive or detractor. eNPS is promoters minus detractors as a share of respondents, and seeing the distribution stops a debate about whether a score of 7 is good.
Themes against last survey compares this year's favourable score with the previous year's for leadership, growth, recognition, wellbeing, belonging, manager and engagement. The department × theme matrix becomes a heatmap with a colour scale, and the question ranking lists all 12 questions lowest first with the change since last year.
Report only groups of five or more respondents in a real survey; the sample model is already aggregated by department and tenure band. The sample company, its departments and its two survey waves are fictional, and wellbeing deliberately falls while growth rises between the waves.
Visuals on the page
Positions are Power BI page pixels. Enter them in Format → General → Properties → Size and position, or use the PBIP download where they are already set.
| Visual | Type | X | Y | Width | Height |
|---|---|---|---|---|---|
| Department | Slicer | 904 | 32 | 160 | 40 |
| Tenure band | Slicer | 1080 | 32 | 160 | 40 |
| Engagement score | Card | 40 | 120 | 264 | 64 |
| eNPS | Card | 352 | 120 | 264 | 64 |
| Recommendation scores (0–10) | Column chart | 664 | 120 | 576 | 176 |
| Response rate | Card | 40 | 232 | 264 | 64 |
| Favourable % | Card | 352 | 232 | 264 | 64 |
| Themes vs last survey | Column chart | 40 | 344 | 328 | 336 |
| Department × theme | Matrix | 416 | 344 | 448 | 336 |
| Questions ranked | Bar chart | 912 | 344 | 328 | 336 |
Custom visuals for this layout
Built-in Power BI visuals cover most slots above. These slots also suit a custom visual; each page covers the data shape, DAX and a prompt to generate it as a .pbiviz.
Already have a report?
Brand Makeover tries Employee Engagement Survey first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 8 data slots without overlaps. Pages it can't seat get another catalog layout or a brand grid. Queries, filters and bookmarks are left as they are. Free, in your browser.
Opens with the Analyst / Dense preset, because the Executive preset doesn't use this layout (8 data slots; this preset uses templates with at most 7).
Restyle my report into thisSwap a slot for a custom visual
Pick any slot and VizForge AI writes a custom visual (.pbiviz, with TypeScript source) sized to it, in this template's colours and shaped for the fields it is bound to.
Generate one that fits this layout.
Card · 264×64 px · bound to [Engagement Score]
1, 2 or 5 credits depending on the brief · 5 free on signup. Sign in or create a free account on the next screen; the brief is saved for 30 minutes.
A Power BI card visual titled "Engagement score". It sits in a 264×64 px slot on a designed report page. Match the report's brand: data colours #8B7CD8, #C37B5B, #429B81, #5090BE, #B17D9B, #A18844; background #FFFFFF; text #2B2A33; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Engagement Score]; keep the same data roles so the fields drop straight in.
Not sure what to build? Browse the visual catalog or open the template in the design studio and hand off any slot from there. Or start in the AI generator with a blank brief.
Colours and theme
Soft pastel Power BI theme that still passes contrast: lilac, peach, mint and sky mid-tones on white, with charcoal text for marketing reports.
Use the background in an existing report
Prefer to keep your own report? Apply the design to it instead of opening the PBIP.
- 1
Download the background
Take the 1920×1080 PNG for a new page in a Fluent 2 report (the default size for new pages), or the 2× PNG (2560×1440) for sharp text on a 1280×720 Classic page. Power BI scales the image to the canvas.
- 2
Set the canvas background
Format page → Canvas background → Browse. Set Image fit to Fill and transparency to 0%.
- 3
Import the theme
Design ribbon → Import theme (in the Power BI service: View → Theme pane), then pick the downloaded JSON. Data colours and fonts now match the design. Older Desktop builds: View → Themes → Browse for themes.
- 4
Place your visuals
Size each visual to the positions above with background and border off, or open the PBIP project where they are already placed.
Questions about this template
Does the Employee Engagement Survey template come with sample data?
Yes. The “PBIP with sample data” download contains a semantic model with 8 tables and 8 DAX measures, and every visual on the page is already bound to it. The sample: Two annual engagement surveys (October 2025 and October 2026) at a fictional 475-person company: favourable, neutral and unfavourable answer counts to 12 questions in seven themes by department and tenure band, 0–10 recommendation scores for eNPS by department, and invitations sent. Wellbeing falls and growth rises between the waves. The data is written into each table's Power Query step, so there is no data source or sign-in.
Is it a .pbix file?
It is a Power BI project (PBIP): a folder of text files that Power BI Desktop opens like a .pbix. Open the .pbip file, select Refresh once to load the sample rows, then use File → Save as if you want a single .pbix.
What visuals are in the Employee Engagement Survey template?
The page has 10 visual areas: 2 slicers, 4 cards, 2 column charts, 1 matrix, 1 bar chart. Their exact positions are listed on this page so you can match them in Power BI's Format → General → Properties panel, or skip that step by downloading the PBIP project.
Which theme does the Employee Engagement Survey template use?
It ships with the Pastel Studio theme (light tone). Download the theme JSON here, or open the template in the design studio and switch to any other theme or your own brand colours.
Is there a dark version of the Employee Engagement Survey template?
Yes. Switch the preview to Dark and every download (background, theme JSON and PBIP) comes in that version. The layout is identical; the page, card and text colours are re-solved for a dark page, and the accent, status and data colours keep their hues but are adjusted until text meets WCAG AA (4.5:1) and chart colours reach 3:1 against the cards.
How do I use the background image in Power BI Desktop?
Select the page, open Format page → Canvas background, choose Browse and pick the PNG, then set Image fit to Fill and transparency to 0%. Give your visuals a transparent background and no border so the designed panels show through.
Can I open the PBIP project in Power BI Desktop?
Yes. PBIR is the default report format in Power BI Desktop since September 2026, and the download is a PBIP project: unzip it and open the .pbip file, select Refresh once and the sample data loads into visuals that are already bound (the empty PBIP leaves the containers unbound for your own data). Microsoft still lists projects and TMDL as preview features (as of Nov 2026), so if Desktop won't open it, enable them under File → Options and settings → Options → Preview features.
Build guides for this dashboard
Guides to the same dashboard job: which custom visuals it needs, the DAX behind them and prompts to generate them.
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KPI cards for this layout
Headline numbers drawn by one DAX SVG measure each, for the Card visual or a table row.
Want the headline numbers to look like cards rather than plain values? Browse the KPI card gallery or build your own in the SVG measure builder.
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Make the Employee Engagement Survey template yours
Swap in your brand colours and logo, move panels, add icons and generate missing visuals with AI, then export the background, theme JSON and PBIP project.
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