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            TM Learnings

            scheduleLast updated on November 13, 2026

            1. Dataset Name

            tm_learnings_v2

            2. Description

            An upskilling-activity-level dataset that combines three learning and development sources into a single unified table: course completions from the LMS, project-based upskilling from team membership records, and development plan completions. Each row represents one upskilling activity, including the source type, completion date, associated skill, and full employee context. This dataset powers course completion counts, unique participant counts, skills gained, and monthly trend metrics on the TM Skills dashboard.

            3. Source Tables

            • customer_views.course_attendance (Course branch — LMS course completion records, UNNEST on courses.skills_json for skill extraction, LEFT JOIN to customer_views.courses for course metadata)
            • customer_views.project_teammembers_details (Project branch — project team member completion records, WHERE project_completed_ts IS NOT NULL)
            • customer_views.profile_upskilling (Upskilling branch — development plan completions, UNNEST on calibration_json for skill extraction)
            • customer_views.employee (aliased c — joined to all three branches on profile_id to enrich with employee context; joined twice in the outer CTE structure)

            4. Grain

            One row per upskilling activity per employee per skill per source type. Because skills are unnested from JSON arrays in the Course and Upskilling branches, a single course with three associated skills will produce three rows. The source_type column ('Course', 'Project', 'Upskilling') distinguishes which UNION ALL branch each row originates from.

            5. Dashboards Supported

            • TM Skills Dashboard

            6. Metrics Supported

            Metric Supported Breakdowns
            Courses, Projects and Development Plans Completed location_country, seniority, business_unit, lob
            Skills Added by Upskilling business_unit, lob, location_country, seniority
            Employees who Completed Courses, Projects, Development plans business_unit, lob, seniority, location_country, source_type
            Monthly Trend in Employees Completing Projects seniority, location_country, lob, business_unit
            Employees who Completed Projects- Business Unit location_country, seniority, lob
            Employees who Completed Courses location_country, seniority, lob, business_unit
            Employees who Completed Projects project_teammember_lob, project_teammember_seniority, project_teammember_business_unit, project_teammember_location_country
            Employees who Completed Development Plan business_unit, location_country, seniority, lob
            Employees who Completed Development Plan- Business Unit location_country, seniority, lob

            7. Known Exclusions / Filters Applied

            • Course branch: WHERE completion_date IS NOT NULL in course_attendance. Skills are UNNEST'd from courses.skills_json — rows without matching course skills will not appear. completion_percentage is hardcoded to 1 for all course rows (fully completed by definition of having a completion_date).
            • Project branch: WHERE project_completed_ts IS NOT NULL in project_teammembers_details. completion_percentage is hardcoded to 1. project_completed_ts is used as the completion_date for this branch.
            • Upskilling branch: no explicit completion filter in the UNION ALL — filtering to fully completed activities (completion_percentage = 1.0) is applied at the widget level via implicit_filters. Skills are UNNEST'd from calibration_json.
            • source_type is a derived column: 'Course' (course_attendance branch), 'Project' (project_teammembers_details branch), 'Upskilling' (profile_upskilling branch). Available as a drilldown dimension for combined completion metrics.
            • The employee context (business_unit, lob, location_country, seniority, etc.) is joined from employee via profile_id. Project-branch rows carry both employee-level and project-team-member-level attributes (prefixed project_teammember_*).
            • Employees who Completed Development Plan - All Time and its Business Unit breakdown have no date range filter applied — they are all-time snapshots. All other metrics filter by completion_date (Course/Upskilling) or project_end_ts (Project).

            8. Schema

            Column Name Data Type Notes
            profile_id bigint Employee's profile identifier. Sourced from course_attendance or profile_upskilling; project_teammember_profile_id for the Project branch, resolved via employee join.
            use_profile_id bigint Alias for profile_id in the activity record (a.profile_id). COUNT DISTINCT grain for participant counts in combined completion metrics.
            employee_id varchar Employee identifier; sourced from employee
            business_unit varchar Business unit of the employee; sourced from employee
            lob varchar Line of business; sourced from employee
            location_country varchar Employee's country; sourced from employee
            seniority varchar Employee's seniority level; sourced from employee
            gender varchar Employee's gender; sourced from employee
            race varchar Employee's race/ethnicity; sourced from employee
            source_type varchar Derived: 'Course' (course_attendance branch), 'Project' (project_teammembers_details branch), 'Upskilling' (profile_upskilling branch). Available as a drilldown dimension.
            completion_date datetime Activity completion date. course_attendance.completion_date (Course); project_completed_ts from project_teammembers_details (Project); updated_at from profile_upskilling (Upskilling). NULL for Project rows (which use project_end_ts for date filtering).
            lms_course_id varchar LMS course identifier (Course branch) or plan_assignment_id cast to varchar (Upskilling branch) or project_id (Project branch); sourced from course_attendance or respective branch. COUNT DISTINCT grain for total completions metric.
            plan_id varchar Development plan identifier; sourced from profile_upskilling. NULL for Course and Project rows.
            skill_name varchar Skill associated with the completed activity. UNNEST'd from courses.skills_json (Course), project_skill from project_teammembers_details (Project), UNNEST'd from calibration_json in profile_upskilling (Upskilling).
            completion_percentage double Proportion completed. Hardcoded to 1 for Course and Project branches. CAST(completion_percentage AS FLOAT) from profile_upskilling for Upskilling branch. Widget-level implicit filter: IN ('1.0') applied for Upskilling.
            title varchar Course or project title. course_attendance.title (Course), project_title (Project), NULL (Upskilling).
            category varchar Course category; sourced from courses.category. NULL for Project and Upskilling rows.
            project_id varchar Project identifier; sourced from project_teammembers_details. NULL for Course and Upskilling rows.
            project_end_ts datetime Project end timestamp; sourced from project_teammembers_details. Used for date-range filtering in Project branch metrics.
            project_start_ts datetime Project start timestamp; sourced from project_teammembers_details
            project_completed_ind bigint Flag (0/1) indicating project completion; sourced from project_teammembers_details
            project_teammember_profile_id bigint Profile ID of the project team member; sourced from project_teammembers_details. COUNT DISTINCT grain for Employees who Completed Projects.
            project_teammember_business_unit varchar Business unit of the project team member; sourced from project_teammembers_details
            project_teammember_lob varchar Line of business of the project team member; sourced from project_teammembers_details
            project_teammember_location_country varchar Country of the project team member; sourced from project_teammembers_details
            project_teammember_seniority varchar Seniority of the project team member; sourced from project_teammembers_details
            project_teammember_gender varchar Gender of the project team member; sourced from project_teammembers_details
            project_teammember_race varchar Race/ethnicity of the project team member; sourced from project_teammembers_details
            #techniques #methods

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