Lecture Notes: Designing an HR Analytics Dashboard in Tableau

Introduction

• Topic: Design and development of an HR analytics dashboard in Tableau Software
• Purpose: Useful for HR departments to gain insights on employee metrics
• Data: Downloadable Excel file from the description box to practice

Key Metrics on the Dashboard

• Headcount: Current active employees
• Attrition: Monthly and yearly employee leaving rates
• Loyalty Metrics: Long-term employees, departmental attrition
• Demographics: Average age, age bands, and gender distribution
• Features:
  • Interactive filters
  • Action filters for department-specific data

Visualization Elements

• KPI Card: Displays key performance indicators
• Lollipop Chart: Visualizes attrition by gender
• Pie Chart: Visual distribution of employees
• Heat Map/Matrix Chart: Job ratings analysis
• Bar Chart: Departmental attrition and educational field attrition
• Donut Chart: Attrition by age bands

Dashboard Design Steps

Data Preparation

1. Data Study: Thoroughly understand the dataset before starting the design
   • Data Source: Excel file with approx. 1500 rows and 35-40 columns
   • Preprocessing: Clean and prepare data
2. Connecting Data: Import data into Tableau and set up initial configurations
   • Connection Types: Live and Extract connections
   • Start with a new Tableau workbook

KPI Creation

1. Create Calculated Fields:
   • Attrition Count: IF [Attrition] = 'Yes' THEN 1 ELSE 0 END
   • Attrition Rate: SUM([Attrition Count])/SUM([Employee Count])
   • Active Employees: SUM([Employee Count]) - SUM([Attrition Count])
   • Average Age: Change aggregation to average for the age field
2. Formatting and Customization:
   • Numbers for metrics should be formatted to show no decimal places

Custom Charts

Lollipop Chart (Attrition by Gender)

1. Setup: Use gender on rows and attrition count on columns
2. Dual Axis: Create a dual axis chart combining bars and circles
3. Formatting: Synchronize axis, adjust size, and color
4. Labels and Colors: Include attrition count labels and custom colors

Dashboard Assembly

1. Background Design: Create custom backgrounds in PowerPoint and import as image
2. Floating Layout: Use a floating layout for flexibility
3. Adding Sheets: Integrate KPI cards and charts into the dashboard
   • Titles: Format titles and headers
   • Borders and Lines: Remove unnecessary borders and grid lines
4. Final Touches: Adjust fonts, sizes, and alignments

Interactive Filters

• Education field filter: Apply at the data source level for uniform filtering across charts
• Demonstration of interactivity: Show how filters modify dashboard data dynamically

Conclusion

• Practice: Encouraged to try different approaches and innovate
• Resources: Links and additional resources provided in the description box
• Further Learning: Check out similar content on Power BI and request tutorials if needed

Additional Tips

• Data Study: Spend ample time understanding the data to facilitate easier dashboard design
• Custom Designs: Encourage using unique designs and backgrounds to enhance visualization