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Developing an HR Dashboard in Tableau

Apr 22, 2025

Notes on HR Dashboard Tableau Project

Introduction to the Tableau Project

  • Project aims to build an HR dashboard using Tableau.
  • The instructor: Bar, leads Big Data and PI projects at Mercedes-Benz.
  • Emphasizes hands-on practice and encourages sharing projects on platforms like LinkedIn or Tableau Public.

Project Outline

  • Steps to be covered:
    1. Analyze user requirements.
    2. Create dashboard mockups.
    3. Build a dynamic dashboard in Tableau.
  • Project is free to follow along.

Color Theme Decisions

  • Theme Selection:
    • Decide on dark or light theme; this project will use a dark theme.
  • Color Palette:
    • Basic Colors: Dark gray and light gray.
    • Custom Colors: Persian green and royal fuchsia.

Tableau Project Phases

  1. Prepare Data:
    • Connect to data source in Tableau.
    • Generate custom data using Python (using Faker library).
  2. Build Charts & Visualizations:
    • Based on user requirements, create various charts.
  3. Create Dashboard:
    • Consolidate all charts into a single dashboard.
    • Focus on formatting and usability.

Building Data Source

  • Dataset Preparation:
    • Download and connect data to Tableau.
    • Check data quality and types.
  • Data Types:
    • Ensure correct data types (strings for names, dates for dates, etc.).

Exploring Data

  • Create sheets to visualize data.
  • Analyze department and job title relationships.
  • Building hierarchies for analysis.

Building the HR Dashboard

  • Summary Dashboard Requirements:
    • Overview of HR data.
    • Demographics and Income sections.
  • Key Charts to Build:
    • Total employees (hired, active, terminated).
    • Employee distribution by departments and job titles.
    • Salary breakdown by education level.

Step-by-Step Chart Building

  • Use templates for charts.
  • Format charts for consistent appearance.
  • Validate data and calculations thoroughly.

Finalizing the Dashboard

  • Formatting:
    • Define background colors for sections.
    • Ensure consistent font sizes and styles across the dashboard.
  • Adding Tooltips:
    • Provide additional context and data insights via tooltips.

Navigation and Interactivity

  • Add navigation icons to switch between dashboards.
  • Create buttons for exporting data and accessing detailed views.

Conclusion

  • The project emphasizes the importance of planning and consistency.
  • A well-crafted dashboard can provide valuable insights and improve data-driven decisions.
  • Encouragement to share work and connect on professional platforms.

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