Designing an HR Analytics Dashboard in Tableau

hey guys welcome back to my channel so in today's video we will see the design and development of this beautiful dashboard from start to end in Tableau Software so today's topic is HR analytics dashboard so the data which I will be using for this particular development I will add a link for you to download in the description box from where you can download and you can practice in your own system by following this video so our today's topic is HR analytics dashboard so where is this dashboard guys used mostly so this is very much used in all the HR Departments of any company so to for like from this dashboard yes what does the HR department uh what we can say take with the insights right so they will come to know by using this dashboard like how many are the head count of the TOEFL employee right now with them like the active employees and what is the attrition every month how many people are living every month every year so that from there they can calculate the attrition rate they can see the department wise how many comp peoples are living how many peoples are very much loyal and they are working from last how many years right so what is like the employees which are working like what are their age bands or what from like what is their average age uh whether they are young whether they are within 30s or within 40s or above 40s right so this all this information they can you you know they can analyze with respect to the gender as well all right so this dashboard we will be designing in our uh this video so you can follow the same and you can design in your particular system all right so this dashboard is completely Dynamic guys we have used one interactive filter here we have also used some action filters as well so I have used only one filter uh depending upon your choice you can use many more filters here so you can see if I'm operating this filter with respect to that the data is changing with with respect to that particular education field and we can see the data with respect for that right so we can dig down the data we can go into the granularity of that particular data and we can find some insights for the HR department all right so we have this we used one quick filter we have also used that action filter so whenever I'm clicking on any of the department let's say I am clicking on sales department so it will give me the data of all the sales department data right similarly for uh r d Department then we have HR department all right so we also have education field wise acquisition like uh let's say there are people from Life Sciences right so out of uh in life science there are 606 uh what we can 606 employee counts are there and 89 employee employees have left the company like they have uh we can see the attrition counter so only Activa 517 and 15 are uh what we can say the attrition rate so in this way we will give the insights to the HR department as well as if you can see I have added one parameter over here so whenever I'm clicking on this it is changing its age Gap right so age band which we are using like if it is three then it will take the age band or the bin size of three and it will display with respect to that this frequency chart so uh with respect to the gender as well whenever I'm clicking it will give the data with respect to the gender as well all right so from this dashboard what we can analyze is the total insight for the HR department all right so uh there are different elements on this part particular dashboard we can see I have designed a kpi card over here like four to five kpis are there then we have a iteration by gender overall gender uh how much people's by gender how many people are leaving the company then we have department-wise iteration then we have a number of employees which are working in this company like this is what we called it as a frequency chart this is a pie chart then we have a heat map or we called it as a matrix chart as well uh which which gives the information about the job ratings like uh what ratings the employer giving like when being the lowest and four being the highest right so then we have a field education field wise attrition and in that particular education with respect to that education field how many people are leaving so this is a simple bar chart then we have a multiple donut chart with respect to age bands which we have how many people are living with respect for the age band right so we can see that uh in the age of 25 to 34 most of the employees are living which is a very young age and like having they will be having some uh to to what we can say seven years or eight years of experience they are taking that and they are leaving the company all right so before wasting much time we will start the design of this particular dashboard and before that I request you all to like this video so to subscribe my channel and share with your friends who are learning Tableau and one more thing like guys I have also made a video of this particular same dashboard same topic uh in power bi software all right so if you guys are interested to check it out I will add a link in the description box you can go ahead you can follow it you can see how it is designed and developed its complete video is there in power bi how we do it so let's start our this particular video so for this what I have taken I have I will be taking a new sheet or a new tablet workbook and we will start a fresh design from here so before that I will show you the data which we have so this is an xlx file that is Excel file it is not a CSV file so in this we can see uh there are almost 14 almost around approximate 1500 rows are there and then we have number of columns are there like around 30 35 to 40 columns are there so out of this I can say I've only used 50 percent of data for my ex what we can say design all right so I request you to uh you can obviously practice my dashboard or my what we can say charts or whatever approach I have taken but I request you all to you know follow your own approach think innovatively try to make some beautiful insights uh other than which I have used all right so this will be a good practice for you as well all right so you can see this is the data which we are having so there are so many of rows and so many of columns are there from where we can analyze or we can say we can build a beautiful visualizations so now a very important thing guys uh before starting the design of any dashboard whether you are doing it in any visualization tool so before that always remember you have to study the data first right so if you are studying the data 60 to 70 percent of work is completed over there only all right so spend your like half an hour or one hour on studying the data right so this is the data I have already studied I have already built my um what we can say dashboard so I know what whatever there is uh whatever is there in this particular data this will be new for you so before starting go through the data learn what the what is there in the data what are the columns what is it indicating so how the data is Flowing from a higher level to lower level of granularity right so you can find some interconnections you can find some linkage between the different different columns which we have here and with respect to that you can design your dashboard all right so always remember spend some time on data if you have a well understood the data the dashboard design is very much easy number four what we can say easy task for you all right so this is the data which we will be having in xlx format so I will close this for now and I will open our new tabloop dashboard which we have taken here the next thing what we have to do is we have to connect to our data all right so there are different data connections are available so many of connections are there and uh for now which we are connecting is our Excel file or we can say a flat file we are using here we are not using Unix SQL Server so I will be using a flat file and we have this data and I will click on open correct so you can see uh there is only one sheet available we are fortunate enough that we don't have to create any relationship or any what we can see any joints over here all right so uh we have this data you can see there are 1470 rows are there and 39 what we can say columns are there right so this is the metadata where we can see this is the metadata so what is the field name what is its uh data type is there all these things all right and this is the data what we can see this is a sample of data where we can see like almost 100 rows will be there uh in what form the data is there whether it is correct or whether it is displaying correctly uh if you want to change any of what we can say a data type from here you can go ahead and you can change a data type if you want to make some small changes or what we can say small modifications in data you can do it here before starting your design all right you can change the data type from here as you okay so for now our data is very much clean we don't need any cleaning purpose for or any cleaning is not required for this particular data so I have already cleaned the data and it will be directly ready to use for you okay so we will start building our visualization all right now so first what we will do we will start the design of our kpis okay so I will rename this sheet and I will use it as a kpi all right so before that I will show you there are two connections uh whenever we go in data sourced whenever we are giving a connection to a Excel file for this particular dashboard I'm seeing so there are there are two types of connection that is live connection and extract connection so it depends upon your requirements your situation whatever you are working on live connection or extra connection it is depending upon you which you have to use if there is a large number of data is there in billions of records are there uh we recommend to go with the extract connection because it gives us Liberty to work offline right in live connection we have to be uh online and it should be connected to your database continuously so foreign but whenever you are sharing it with respect with your friends with your colleagues or anyone go with extra connection save it as a twbx file which is a package workbook file where data will be there your logic will be there and workbook will be also there so you can share it with your friends with with data in that particular file all right so I will go back to my first sheet that is the kpi so we will start building our kpi first all right so uh the first thing what we want is the employee count so we have a field over here so I will directly take it and I will directly double click over here you can see I've got the employee account so instead of here I will put it into the I will take it out and I will put it into the text all right so you can see I've got my first kpi that is 1470 is the total number of employees which we have so if you go here in your data and if you see the employee count let me show you that field so this is the employee account for each row it is giving the number as one okay so we will be taking the sum of each row so that is it will be adding each and every one it will give us the count and we saw already that the number of rows which we have is a 1470. all right the next what we want is attrition okay so how much the iteration is there so when we go into the data so always remember study the data first I have already studied so it is easy for me to explain you so there is a First Column that is that says attrition so what does this indicates that if it is yes means What that particular employee have left the company okay if it is no means he is still working in your company right so what we have to do whatever wherever there is yes we have to take a sum of those and we will be displaying it into in the form of as our second kpi that is how many people have left the company so whatever we will do we will use a calculation field over here and we will be writing it in the form that if it is yes give it give the number as 1 else we will be using it as 0 because we only have two entries over here either yes or no okay if it is yes we will be using S1 else that is by default for no it will take as 0. so we will go ahead in our sheet we will write our first calculation field that is iteration spelling is wrong all right so this is attrition now we will write the formula we will be using IF else condition if attrition okay if attrition is equal to yes so put Whatever Whenever Whatever We Are Hard coding our value if it is in text format so we should be putting it into double in double quotes or single quotes it will work okay if it is your s then we will keep it as 1 and if it is no that is else it will be 0 all right so there are and we have to end this all right okay so there are some calculation errors so field iteration already exists means what uh the name of this field already exists so we will name it as attrition account all right so now it is valid so uh Tableau doesn't take the same name of field for two particular columns or two particular whatever the fields we will be adding it into the data pin all right so iteration count we will be taking that if iteration is less than one else zero okay okay so we we can see a new column has been created or a new field has been created in this particular data and you can see if it is if we have a small is equal to symbol before that particular data type so it means that it has been calculated manually okay means we are creating that calculation so I will just double click over here okay you can see it has been added over here so it is in the form of rows what we will do we will just invert this okay so by inverting our rows and columns uh it will be in the form of columns so we want the employees first so I will just drag it up over the iteration count so this is what we have seen and we will make it as entire view okay this is what it will fit here properly all right the next what we have to do is we have to find out the attrition rate so for that again we will write one calculation the rate is nothing but it will be in the form of percentage so what is the logic for that is total attrition okay so how many companies have left divided by the total employee count which we have so we will write a logic for this so I will name it as attrition right okay and I will be using the formula so I will aggregate it into calculation itself so I will take the sum of iteration count divided by sum of employee count all right calculation is valid I will click OK and I will just call it so you can see it is 0 right now we are getting a zero number so we will have to change its format so I will click on right click here on this field format I will go into numbers and I will go on percentage and I will place it as few decimal points by default it is 2. so you can see we have got one number that is 16.12 percent all right so then next is active employees so how many peoples are active right now working in our company so it is nothing but the difference between total employee account which we had before in this year minus the attrition count okay so that will be our employees so for that I will write again the calculation field and I will name it as div employees all right so I will take the difference sum of employee account okay minus sum of position sum of the iteration count break you click OK and I just double click okay so we have got our active employees so we want it after attrition rates I will just drag it and place it before the attention right so we have got this as active employees the last one which we want is the average heat so we will have a age field over here so I will just double click on this so you can see uh it is taking the sum of H so it will be taking the sum of each and every Row the age which we are having so this is something what we don't want so we will right click here so we will go in sum and we will name it as average okay we will change the aggregation by right clicking in major by default it has taken some so we will change it to average so it is giving us the average age of all the employees which we have is a 37 as average employees age of the employees sorry all right so now what next we will be doing we will change the format of this uh all the what we can see all the fields which you are having or the measures which arriving so far first I will click on format I will go in number so it is a number so we don't want to give any of what we can say a customer or we can say any uh unit for that okay so it is a number so it obviously we will just keep it as a blank number so and I will name it I will keep the number decimals as zero why I'm doing it right now only because when we will take it into the dashboard and whenever we are applying some filters on it it will change the number format so let's say what we are doing we are adding one filter over here uh so it will be not doing I guess for the interactive filter but it happens when we are using the action filters okay so we are you going to use education as a field over here that is a filter so I will put this into the filter panel for now we'll be using all apply okay so I will click on show filter so whenever I am clicking you can see it is changing but whenever I'm applying some filters over here it is taking a decimal point as uh somewhere it is taking as a two digit somewhere one digits right so we don't want this so what we will do we will make it as a round figure so I will just click on this right click format in numbers and here will make it as 0 so you can see we have got a whole number similarly for next I will just click on this automatically it will be activated here so you can right click and go from format and in number custom I will make it as 0 again similarly for this uh we want each in percentage only correctly employees in custom 0 for age as well custom and zero okay and we will click it on for right all right so this is our first kpi card which we have designed here and the filter which we are going to use it will be used for all the charts which we will be designing in future right or incoming uh next in this video so what I will do I will just right click on this I will apply to worksheet and all using this data source means whenever I will be designing any sheet further in coming time the default filter will be automatically applied because it is at a data source level so whenever I will drag some Fields into visualization that filter will be automatically what we can say added to that vertical sheet all right so this is our what the kpi design the next chart which we will be designing is a lollipop chart which is a custom chart okay so uh we will take a new sheet for that and I will name it as attrition perfect by gender okay so what this chart will give us Insight is uh with respect to gender that is either male or female how many people are leaving the company right so this will be a good insight for HR department so I will take a gender over here and I will put it into rows and I will take the attrition count a calculation which we have made before and I will place it into the columns all right so you can see we are by default we are getting a bar chart so I will just increase the site a little bit so I will make it as an interview all right so this is a bar chart which we are getting here so we want to make it is a custom that is a lollipop chart so for that we have to add a circle over here right so to add that we will have to make it as a dual axis chart so to make it as a dual access chart what I will do I will create one more instance of this particular measure into the columns right so what I will do I will press Ctrl I will take this field and I will drag it next to it right so whenever I'm pressing the Ctrl you have to press the Ctrl continuously and you can see uh below my arrow there is one small plus icon is there it indicates that it is creating an instance of this particular field I will release and you can see the two instances have been created in marks card as well where we can see there are two instances created one for this measure and one for this major okay so I will go in the second card that is for this measure and I will make it as Circle okay so you can see the circle has been formed now we have to create a dual axis chart for this I will go in the second measure and I will right click and I will take it as a dual axis all right so you can see the Dual axis chart has been created but it is taking a circle for both of them so I will go in the first one and I will change it as to Bar all right and the next thing what we have to do is always remember guys make it as a synchronized axis okay so both the axis uh both for both measures different axis will be created so for now we are using the same measure so uh if we do the synchronization or not it will not affect but whenever you are working on two different measures and you are working on a dual axis chart remember that you have to always synchronize the axis all right so it will be a uniform axis for both of the major so I will just synchronize the axis you can see the axis has been synchronized all right so the next thing what we have to do is I will you can if you cannot see the axis you can just compress it right you can see the axis right so next thing what we have to do I will show how the lollipop shots looks like right so I will just increase this size and for bar we can reduce the size from here okay so this is what actually the lollipop charts looks like okay so whenever we are taking this into visualization we will have to change some modification or we have to do some modifications over here the next thing what we have to do is we have to give colors for this so I will take a gender and I will put this into the sellers card okay similarly here as well in this second instance also we will put it into the valves all right so you can see now we have to change the color we are using our own custom color so I will go and edit and I have already have my colors over here so I will just change this uh what you have to do we have to double click on this particular color so this the Box will be better there are you can add your own custom colors I already have my color code I will copy this and I will paste it over and I will click on OK apply similarly for mail uh I will be using my own color code so for mail I will be using this V okay apply okay all right so this is what I will be using a color code for male and female you can use your own colors or doesn't matter the next thing what we will be doing is uh we want a number to be displayed over here so I will take this I will again press Ctrl and I will take this so it will create one more instance and I will add it into the labels so we will be adding in the second marks we don't want to add it for the bar chart we will be adding it for the circles right and I will go into the label and for automatic and I will make it into the center so we want it to be displayed inside this particular Circle all right so we have created this we have created our second chart all right so now before creating our other charts what we will do we will start our design of dashboard side by side depends upon you uh like how you want to display your charts if you want to create all the sheets and then design your dashboard for side by side you can start working on your dashboard as well all right so what I will do I will start the design of dashboard for me so I've just created a new dashboard and I will name it as HR analytics dashboard all right so I will be using a custom size for my dashboard so I will just check what I've used before for my this Dash code so I will be using it as 1580 by 900 so I will change this and I will be using it as 1580 and height I will be using it as 900 so depending upon your system resolution right so if your laptop is old one uh the resolution it might uh you know it will be giving you some uh the vertical and horizontal uh what we can say scroll lines for you to see this so I my screen resolution is different so I can see it in my single view only so depending upon your system you can take your own custom size and you can design this dashboard doesn't matter all right so the next thing what we have to do is you if I show you my dashboard you can see in behind of this dashboard I have used some custom shapes and there is one uh where you can say a wallpaper or we can say a faint wallpaper behind this particular dashboard which I have designed in PowerPoint okay so the background of this dashboard has been designed in PowerPoint so I will show you I will open my PowerPoint here see all right so this this dashboard design or the background of this particular dashboard I have designed this scene to the power in PowerPoint and then I have taken uh this particular background and I have added it into our tablet so I will be using this particular what we can see a background I have designed different backgrounds so this is what I'm using a gradient fill color with black and blue and I have added a wallpaper behind that so I have also created some Custom Designs which you can use if you want something different you have to use so this is some purple and black that I've also used some green colors this is a plain background without wallpaper so there is this is some different wallpaper which I have added here again this is a plain background with the orange and black then we have this uh black and light with light blue color so these are some different background which I have here so how to design this backgrounds okay if you are interested to uh you know know how I have designed this background if you want a separate video on this do comment in the channel do comment in this video definitely I will make one different video like how we are making this background beautiful backgrounds how you can make your own backgrounds right so for now for this video I will not spend much time on how we are designing the backgrounds the Tableau part is important for us so now I will post this uh the link for this particular PPT also so you don't have to worry about that so what I will do for this particular PPT so whenever you have to download or we have to convert it into image so I will go in file and I will save as wherever you have to search I will save it on desktop and I will save it as a PNG format okay and I will be using uh let's name it magic HR background final okay so because I already have one saved this as a final background or whatever your name which we have with you in PNG format save it will ask if you want to save all slides so I just don't want to save answer I will just say just this one okay so whenever I go and Export you can see this this has been converted into the uh PNG format so I will be using this picture in our background of our tablet all right so I have already this dashboard the next thing what I will do I will take a image from here the object which we have I will drag it here okay and I will just click this both options I want to fit my image in this particular canvas which we are having and I want to make it as a center as well so from here you can choose your image and this is my image which I have done I will click on okay okay so you can see it has been perfectly fitted in my uh dashboard fan or Canvas OR background so now what we will be doing we will be taking our all the sheets and I will place it over here in this particular uh whatever area which we are having for that particular dashboard all right so now next thing what we have to do I will take our kpi first so before that before file I will make it as floating floating is nothing but we can move your chart from here to there right child is nothing but you will be placed into that particular container and you cannot change the shape of or the size of that particular chart all right so that you might be knowing so I will tell the kPa and I will place it over here all right so we don't want this uh titles I will just hide it and I will just reduce the sides okay I will just make it to fit over here all right so this is the filter I don't want it right now Perfect all right so now we will just do quick formatting over here so I will just right click over here and I will click on format all right so uh the font which we will be using uh for headers is so for headers I will be using this color and uh the font I will be using it as semi bold uh and uh font size I will make it as 15. okay so this is the 15 and alignment of course I want to test through the center all right so the next is uh for the measure so for this measures I will make it into the sheet itself so next again I will click on format we want the background of this particular sheet as no background so I will go in this particular shading options in this shading options in worksheet we will make it as a none okay so you can see the background has been gone for this so we can we can see there is one small lines which are appeared over here so we will get rid of that as well so you can see there are different lines are given here from here so you just have to say none to everyone okay so they will automatically go so you can see that has been the row divider has been gone similarly in column divider that has also found right so I will just close this and I will go into this particular chart in our this particular sheet and from here I will change this particular measures okay so I will make it as 28 I will make it as Tableau bold and will name make it as color as white okay apply okay so here you are not saying because it is matching the background uh for white color it is giving as a white so you can see if I click here it is okay so I will just click on text again and inside the automatic what we will do we will make it as Center all right so when you come to your dashboard again so the formatting has been applied over here you can see uh our first kpi design is been completed and you can see how beautiful it looks right so depending upon your background uh there are multiple backgrounds which I have kept in that PPT you can use any and with respect figure you can use any font color any font size any font type all right the next thing which we will be using is attrition so I will just take it over here we don't okay we want the title so I will just change the title immediately I will make it as 12 I will make it as semi bold and we'll make it color as yellow apply okay and we want to fit it over here so before that I will just get rid of this exercise we don't want the axis I will click on show header here as well I will deactivate the header and I will make it a small okay so for General so we don't want it so I will just hide the labels correct so we will go into our chart you can see the circles are very much big and bar is very much small so we will make some adjustment over here uh I will increase the bar size okay and I will decrease the size of this okay so you can see it is looking here somewhat in sheet it is looking funky but on dashboard our area is small so you can see uh it is looking a better now so small I will just increase the size a little bit for a circle okay this is fine so now we will click quickly format this as well format chart we will go again in our shading and for works on sheet you have to go in sheet and you have to see none all right so then there are different grid lines over here so we have to get rid of this as well so I will again click on this chart I will go into this particular lines and from here for all the line just you have to say none okay so in rows and in columns as well so you can see it has been gone and you can see there is a border over here right so we have a border for this particular header so we have to go in for to remove this web to go into these borders all right so and from here in rows uh you have to get rid of this none for headers we have to say none or fan as well and in columns we have to say this as well it is as well found it so you can see all the headers has been gone and we can see the male and female we have to make this as we will click on this and we will have to make this as a white color okay so we will go in she we will we will have to go again into our font okay then we will go in sheet and for header from here we can give it as white color all right so you can see a white color has been applied over here and we will make it as 8 9 is better and I will make it as a media perfect so you can see guys uh this Legend I will remove from here we will be applying the legend later so you can see guys our first what we can see the strip has been designed so we will quickly use the names also here so for giving the dashboard name what I will do I will take the text and I will drag it here I will name the text as jhr Analytics dashboard click on OK and I will place it over here all right so just we will increase the font size I will make it as bold color as white and the size at let's say 36 okay all right it looks perfect okay so this is what initial hour like say 10 to 20 percent of work is already done so in this way we have to design our dashboard that is formatting the charts and as well as the formatting is also important so you can see the numbers which we have to give it here it is it should be black so I will go into this sheet in labels I will just take this number so I will make it as 10 and I will make it as so let's say semi bold okay all right so it has been applied over here you can reduce the size if you want some more so I will just reduce it I will keep it as nine only okay all right so this looks good all right so now next is what we have to design our pie chart

hey guys welcome back to my channel so in today&#39;s video we will see the design and development of this beautiful dashboard from start to end in Tableau Software so today&#39;s topic is HR analytics dashboard so the data which I will be using for this particular development I will add a link for you to download in the description box from where you can download and you can practice in your own system by following this video so our today&#39;s topic is HR analytics dashboard so where is this dashboard guys used mostly so this is very much used in all the HR Departments of any company so to for like from this dashboard yes what does the HR department uh what we can say take with the insights right so they will come to know by using this dashboard like how many are the head count of the TOEFL employee right now with them like the active employees and what is the attrition every month how many people are living every month every year so that from there they can calculate the attrition rate they can see the department wise how many comp peoples are living how many peoples are very much loyal and they are working from last how many years right so what is like the employees which are working like what are their age bands or what from like what is their average age uh whether they are young whether they are within 30s or within 40s or above 40s right so this all this information they can you you know they can analyze with respect to the gender as well all right so this dashboard we will be designing in our uh this video so you can follow the same and you can design in your particular system all right so this dashboard is completely Dynamic guys we have used one interactive filter here we have also used some action filters as well so I have used only one filter uh depending upon your choice you can use many more filters here so you can see if I&#39;m operating this filter with respect to that the data is changing with with respect to that particular education field and we can see the data with respect for that right so we can dig down the data we can go into the granularity of that particular data and we can find some insights for the HR department all right so we have this we used one quick filter we have also used that action filter so whenever I&#39;m clicking on any of the department let&#39;s say I am clicking on sales department so it will give me the data of all the sales department data right similarly for uh r d Department then we have HR department all right so we also have education field wise acquisition like uh let&#39;s say there are people from Life Sciences right so out of uh in life science there are 606 uh what we can 606 employee counts are there and 89 employee employees have left the company like they have uh we can see the attrition counter so only Activa 517 and 15 are uh what we can say the attrition rate so in this way we will give the insights to the HR department as well as if you can see I have added one parameter over here so whenever I&#39;m clicking on this it is changing its age Gap right so age band which we are using like if it is three then it will take the age band or the bin size of three and it will display with respect to that this frequency chart so uh with respect to the gender as well whenever I&#39;m clicking it will give the data with respect to the gender as well all right so from this dashboard what we can analyze is the total insight for the HR department all right so uh there are different elements on this part particular dashboard we can see I have designed a kpi card over here like four to five kpis are there then we have a iteration by gender overall gender uh how much people&#39;s by gender how many people are leaving the company then we have department-wise iteration then we have a number of employees which are working in this company like this is what we called it as a frequency chart this is a pie chart then we have a heat map or we called it as a matrix chart as well uh which which gives the information about the job ratings like uh what ratings the employer giving like when being the lowest and four being the highest right so then we have a field education field wise attrition and in that particular education with respect to that education field how many people are leaving so this is a simple bar chart then we have a multiple donut chart with respect to age bands which we have how many people are living with respect for the age band right so we can see that uh in the age of 25 to 34 most of the employees are living which is a very young age and like having they will be having some uh to to what we can say seven years or eight years of experience they are taking that and they are leaving the company all right so before wasting much time we will start the design of this particular dashboard and before that I request you all to like this video so to subscribe my channel and share with your friends who are learning Tableau and one more thing like guys I have also made a video of this particular same dashboard same topic uh in power bi software all right so if you guys are interested to check it out I will add a link in the description box you can go ahead you can follow it you can see how it is designed and developed its complete video is there in power bi how we do it so let&#39;s start our this particular video so for this what I have taken I have I will be taking a new sheet or a new tablet workbook and we will start a fresh design from here so before that I will show you the data which we have so this is an xlx file that is Excel file it is not a CSV file so in this we can see uh there are almost 14 almost around approximate 1500 rows are there and then we have number of columns are there like around 30 35 to 40 columns are there so out of this I can say I&#39;ve only used 50 percent of data for my ex what we can say design all right so I request you to uh you can obviously practice my dashboard or my what we can say charts or whatever approach I have taken but I request you all to you know follow your own approach think innovatively try to make some beautiful insights uh other than which I have used all right so this will be a good practice for you as well all right so you can see this is the data which we are having so there are so many of rows and so many of columns are there from where we can analyze or we can say we can build a beautiful visualizations so now a very important thing guys uh before starting the design of any dashboard whether you are doing it in any visualization tool so before that always remember you have to study the data first right so if you are studying the data 60 to 70 percent of work is completed over there only all right so spend your like half an hour or one hour on studying the data right so this is the data I have already studied I have already built my um what we can say dashboard so I know what whatever there is uh whatever is there in this particular data this will be new for you so before starting go through the data learn what the what is there in the data what are the columns what is it indicating so how the data is Flowing from a higher level to lower level of granularity right so you can find some interconnections you can find some linkage between the different different columns which we have here and with respect to that you can design your dashboard all right so always remember spend some time on data if you have a well understood the data the dashboard design is very much easy number four what we can say easy task for you all right so this is the data which we will be having in xlx format so I will close this for now and I will open our new tabloop dashboard which we have taken here the next thing what we have to do is we have to connect to our data all right so there are different data connections are available so many of connections are there and uh for now which we are connecting is our Excel file or we can say a flat file we are using here we are not using Unix SQL Server so I will be using a flat file and we have this data and I will click on open correct so you can see uh there is only one sheet available we are fortunate enough that we don&#39;t have to create any relationship or any what we can see any joints over here all right so uh we have this data you can see there are 1470 rows are there and 39 what we can say columns are there right so this is the metadata where we can see this is the metadata so what is the field name what is its uh data type is there all these things all right and this is the data what we can see this is a sample of data where we can see like almost 100 rows will be there uh in what form the data is there whether it is correct or whether it is displaying correctly uh if you want to change any of what we can say a data type from here you can go ahead and you can change a data type if you want to make some small changes or what we can say small modifications in data you can do it here before starting your design all right you can change the data type from here as you okay so for now our data is very much clean we don&#39;t need any cleaning purpose for or any cleaning is not required for this particular data so I have already cleaned the data and it will be directly ready to use for you okay so we will start building our visualization all right now so first what we will do we will start the design of our kpis okay so I will rename this sheet and I will use it as a kpi all right so before that I will show you there are two connections uh whenever we go in data sourced whenever we are giving a connection to a Excel file for this particular dashboard I&#39;m seeing so there are there are two types of connection that is live connection and extract connection so it depends upon your requirements your situation whatever you are working on live connection or extra connection it is depending upon you which you have to use if there is a large number of data is there in billions of records are there uh we recommend to go with the extract connection because it gives us Liberty to work offline right in live connection we have to be uh online and it should be connected to your database continuously so foreign but whenever you are sharing it with respect with your friends with your colleagues or anyone go with extra connection save it as a twbx file which is a package workbook file where data will be there your logic will be there and workbook will be also there so you can share it with your friends with with data in that particular file all right so I will go back to my first sheet that is the kpi so we will start building our kpi first all right so uh the first thing what we want is the employee count so we have a field over here so I will directly take it and I will directly double click over here you can see I&#39;ve got the employee account so instead of here I will put it into the I will take it out and I will put it into the text all right so you can see I&#39;ve got my first kpi that is 1470 is the total number of employees which we have so if you go here in your data and if you see the employee count let me show you that field so this is the employee account for each row it is giving the number as one okay so we will be taking the sum of each row so that is it will be adding each and every one it will give us the count and we saw already that the number of rows which we have is a 1470. all right the next what we want is attrition okay so how much the iteration is there so when we go into the data so always remember study the data first I have already studied so it is easy for me to explain you so there is a First Column that is that says attrition so what does this indicates that if it is yes means What that particular employee have left the company okay if it is no means he is still working in your company right so what we have to do whatever wherever there is yes we have to take a sum of those and we will be displaying it into in the form of as our second kpi that is how many people have left the company so whatever we will do we will use a calculation field over here and we will be writing it in the form that if it is yes give it give the number as 1 else we will be using it as 0 because we only have two entries over here either yes or no okay if it is yes we will be using S1 else that is by default for no it will take as 0. so we will go ahead in our sheet we will write our first calculation field that is iteration spelling is wrong all right so this is attrition now we will write the formula we will be using IF else condition if attrition okay if attrition is equal to yes so put Whatever Whenever Whatever We Are Hard coding our value if it is in text format so we should be putting it into double in double quotes or single quotes it will work okay if it is your s then we will keep it as 1 and if it is no that is else it will be 0 all right so there are and we have to end this all right okay so there are some calculation errors so field iteration already exists means what uh the name of this field already exists so we will name it as attrition account all right so now it is valid so uh Tableau doesn&#39;t take the same name of field for two particular columns or two particular whatever the fields we will be adding it into the data pin all right so iteration count we will be taking that if iteration is less than one else zero okay okay so we we can see a new column has been created or a new field has been created in this particular data and you can see if it is if we have a small is equal to symbol before that particular data type so it means that it has been calculated manually okay means we are creating that calculation so I will just double click over here okay you can see it has been added over here so it is in the form of rows what we will do we will just invert this okay so by inverting our rows and columns uh it will be in the form of columns so we want the employees first so I will just drag it up over the iteration count so this is what we have seen and we will make it as entire view okay this is what it will fit here properly all right the next what we have to do is we have to find out the attrition rate so for that again we will write one calculation the rate is nothing but it will be in the form of percentage so what is the logic for that is total attrition okay so how many companies have left divided by the total employee count which we have so we will write a logic for this so I will name it as attrition right okay and I will be using the formula so I will aggregate it into calculation itself so I will take the sum of iteration count divided by sum of employee count all right calculation is valid I will click OK and I will just call it so you can see it is 0 right now we are getting a zero number so we will have to change its format so I will click on right click here on this field format I will go into numbers and I will go on percentage and I will place it as few decimal points by default it is 2. so you can see we have got one number that is 16.12 percent all right so then next is active employees so how many peoples are active right now working in our company so it is nothing but the difference between total employee account which we had before in this year minus the attrition count okay so that will be our employees so for that I will write again the calculation field and I will name it as div employees all right so I will take the difference sum of employee account okay minus sum of position sum of the iteration count break you click OK and I just double click okay so we have got our active employees so we want it after attrition rates I will just drag it and place it before the attention right so we have got this as active employees the last one which we want is the average heat so we will have a age field over here so I will just double click on this so you can see uh it is taking the sum of H so it will be taking the sum of each and every Row the age which we are having so this is something what we don&#39;t want so we will right click here so we will go in sum and we will name it as average okay we will change the aggregation by right clicking in major by default it has taken some so we will change it to average so it is giving us the average age of all the employees which we have is a 37 as average employees age of the employees sorry all right so now what next we will be doing we will change the format of this uh all the what we can see all the fields which you are having or the measures which arriving so far first I will click on format I will go in number so it is a number so we don&#39;t want to give any of what we can say a customer or we can say any uh unit for that okay so it is a number so it obviously we will just keep it as a blank number so and I will name it I will keep the number decimals as zero why I&#39;m doing it right now only because when we will take it into the dashboard and whenever we are applying some filters on it it will change the number format so let&#39;s say what we are doing we are adding one filter over here uh so it will be not doing I guess for the interactive filter but it happens when we are using the action filters okay so we are you going to use education as a field over here that is a filter so I will put this into the filter panel for now we&#39;ll be using all apply okay so I will click on show filter so whenever I am clicking you can see it is changing but whenever I&#39;m applying some filters over here it is taking a decimal point as uh somewhere it is taking as a two digit somewhere one digits right so we don&#39;t want this so what we will do we will make it as a round figure so I will just click on this right click format in numbers and here will make it as 0 so you can see we have got a whole number similarly for next I will just click on this automatically it will be activated here so you can right click and go from format and in number custom I will make it as 0 again similarly for this uh we want each in percentage only correctly employees in custom 0 for age as well custom and zero okay and we will click it on for right all right so this is our first kpi card which we have designed here and the filter which we are going to use it will be used for all the charts which we will be designing in future right or incoming uh next in this video so what I will do I will just right click on this I will apply to worksheet and all using this data source means whenever I will be designing any sheet further in coming time the default filter will be automatically applied because it is at a data source level so whenever I will drag some Fields into visualization that filter will be automatically what we can say added to that vertical sheet all right so this is our what the kpi design the next chart which we will be designing is a lollipop chart which is a custom chart okay so uh we will take a new sheet for that and I will name it as attrition perfect by gender okay so what this chart will give us Insight is uh with respect to gender that is either male or female how many people are leaving the company right so this will be a good insight for HR department so I will take a gender over here and I will put it into rows and I will take the attrition count a calculation which we have made before and I will place it into the columns all right so you can see we are by default we are getting a bar chart so I will just increase the site a little bit so I will make it as an interview all right so this is a bar chart which we are getting here so we want to make it is a custom that is a lollipop chart so for that we have to add a circle over here right so to add that we will have to make it as a dual axis chart so to make it as a dual access chart what I will do I will create one more instance of this particular measure into the columns right so what I will do I will press Ctrl I will take this field and I will drag it next to it right so whenever I&#39;m pressing the Ctrl you have to press the Ctrl continuously and you can see uh below my arrow there is one small plus icon is there it indicates that it is creating an instance of this particular field I will release and you can see the two instances have been created in marks card as well where we can see there are two instances created one for this measure and one for this major okay so I will go in the second card that is for this measure and I will make it as Circle okay so you can see the circle has been formed now we have to create a dual axis chart for this I will go in the second measure and I will right click and I will take it as a dual axis all right so you can see the Dual axis chart has been created but it is taking a circle for both of them so I will go in the first one and I will change it as to Bar all right and the next thing what we have to do is always remember guys make it as a synchronized axis okay so both the axis uh both for both measures different axis will be created so for now we are using the same measure so uh if we do the synchronization or not it will not affect but whenever you are working on two different measures and you are working on a dual axis chart remember that you have to always synchronize the axis all right so it will be a uniform axis for both of the major so I will just synchronize the axis you can see the axis has been synchronized all right so the next thing what we have to do is I will you can if you cannot see the axis you can just compress it right you can see the axis right so next thing what we have to do I will show how the lollipop shots looks like right so I will just increase this size and for bar we can reduce the size from here okay so this is what actually the lollipop charts looks like okay so whenever we are taking this into visualization we will have to change some modification or we have to do some modifications over here the next thing what we have to do is we have to give colors for this so I will take a gender and I will put this into the sellers card okay similarly here as well in this second instance also we will put it into the valves all right so you can see now we have to change the color we are using our own custom color so I will go and edit and I have already have my colors over here so I will just change this uh what you have to do we have to double click on this particular color so this the Box will be better there are you can add your own custom colors I already have my color code I will copy this and I will paste it over and I will click on OK apply similarly for mail uh I will be using my own color code so for mail I will be using this V okay apply okay all right so this is what I will be using a color code for male and female you can use your own colors or doesn&#39;t matter the next thing what we will be doing is uh we want a number to be displayed over here so I will take this I will again press Ctrl and I will take this so it will create one more instance and I will add it into the labels so we will be adding in the second marks we don&#39;t want to add it for the bar chart we will be adding it for the circles right and I will go into the label and for automatic and I will make it into the center so we want it to be displayed inside this particular Circle all right so we have created this we have created our second chart all right so now before creating our other charts what we will do we will start our design of dashboard side by side depends upon you uh like how you want to display your charts if you want to create all the sheets and then design your dashboard for side by side you can start working on your dashboard as well all right so what I will do I will start the design of dashboard for me so I&#39;ve just created a new dashboard and I will name it as HR analytics dashboard all right so I will be using a custom size for my dashboard so I will just check what I&#39;ve used before for my this Dash code so I will be using it as 1580 by 900 so I will change this and I will be using it as 1580 and height I will be using it as 900 so depending upon your system resolution right so if your laptop is old one uh the resolution it might uh you know it will be giving you some uh the vertical and horizontal uh what we can say scroll lines for you to see this so I my screen resolution is different so I can see it in my single view only so depending upon your system you can take your own custom size and you can design this dashboard doesn&#39;t matter all right so the next thing what we have to do is you if I show you my dashboard you can see in behind of this dashboard I have used some custom shapes and there is one uh where you can say a wallpaper or we can say a faint wallpaper behind this particular dashboard which I have designed in PowerPoint okay so the background of this dashboard has been designed in PowerPoint so I will show you I will open my PowerPoint here see all right so this this dashboard design or the background of this particular dashboard I have designed this scene to the power in PowerPoint and then I have taken uh this particular background and I have added it into our tablet so I will be using this particular what we can see a background I have designed different backgrounds so this is what I&#39;m using a gradient fill color with black and blue and I have added a wallpaper behind that so I have also created some Custom Designs which you can use if you want something different you have to use so this is some purple and black that I&#39;ve also used some green colors this is a plain background without wallpaper so there is this is some different wallpaper which I have added here again this is a plain background with the orange and black then we have this uh black and light with light blue color so these are some different background which I have here so how to design this backgrounds okay if you are interested to uh you know know how I have designed this background if you want a separate video on this do comment in the channel do comment in this video definitely I will make one different video like how we are making this background beautiful backgrounds how you can make your own backgrounds right so for now for this video I will not spend much time on how we are designing the backgrounds the Tableau part is important for us so now I will post this uh the link for this particular PPT also so you don&#39;t have to worry about that so what I will do for this particular PPT so whenever you have to download or we have to convert it into image so I will go in file and I will save as wherever you have to search I will save it on desktop and I will save it as a PNG format okay and I will be using uh let&#39;s name it magic HR background final okay so because I already have one saved this as a final background or whatever your name which we have with you in PNG format save it will ask if you want to save all slides so I just don&#39;t want to save answer I will just say just this one okay so whenever I go and Export you can see this this has been converted into the uh PNG format so I will be using this picture in our background of our tablet all right so I have already this dashboard the next thing what I will do I will take a image from here the object which we have I will drag it here okay and I will just click this both options I want to fit my image in this particular canvas which we are having and I want to make it as a center as well so from here you can choose your image and this is my image which I have done I will click on okay okay so you can see it has been perfectly fitted in my uh dashboard fan or Canvas OR background so now what we will be doing we will be taking our all the sheets and I will place it over here in this particular uh whatever area which we are having for that particular dashboard all right so now next thing what we have to do I will take our kpi first so before that before file I will make it as floating floating is nothing but we can move your chart from here to there right child is nothing but you will be placed into that particular container and you cannot change the shape of or the size of that particular chart all right so that you might be knowing so I will tell the kPa and I will place it over here all right so we don&#39;t want this uh titles I will just hide it and I will just reduce the sides okay I will just make it to fit over here all right so this is the filter I don&#39;t want it right now Perfect all right so now we will just do quick formatting over here so I will just right click over here and I will click on format all right so uh the font which we will be using uh for headers is so for headers I will be using this color and uh the font I will be using it as semi bold uh and uh font size I will make it as 15. okay so this is the 15 and alignment of course I want to test through the center all right so the next is uh for the measure so for this measures I will make it into the sheet itself so next again I will click on format we want the background of this particular sheet as no background so I will go in this particular shading options in this shading options in worksheet we will make it as a none okay so you can see the background has been gone for this so we can we can see there is one small lines which are appeared over here so we will get rid of that as well so you can see there are different lines are given here from here so you just have to say none to everyone okay so they will automatically go so you can see that has been the row divider has been gone similarly in column divider that has also found right so I will just close this and I will go into this particular chart in our this particular sheet and from here I will change this particular measures okay so I will make it as 28 I will make it as Tableau bold and will name make it as color as white okay apply okay so here you are not saying because it is matching the background uh for white color it is giving as a white so you can see if I click here it is okay so I will just click on text again and inside the automatic what we will do we will make it as Center all right so when you come to your dashboard again so the formatting has been applied over here you can see uh our first kpi design is been completed and you can see how beautiful it looks right so depending upon your background uh there are multiple backgrounds which I have kept in that PPT you can use any and with respect figure you can use any font color any font size any font type all right the next thing which we will be using is attrition so I will just take it over here we don&#39;t okay we want the title so I will just change the title immediately I will make it as 12 I will make it as semi bold and we&#39;ll make it color as yellow apply okay and we want to fit it over here so before that I will just get rid of this exercise we don&#39;t want the axis I will click on show header here as well I will deactivate the header and I will make it a small okay so for General so we don&#39;t want it so I will just hide the labels correct so we will go into our chart you can see the circles are very much big and bar is very much small so we will make some adjustment over here uh I will increase the bar size okay and I will decrease the size of this okay so you can see it is looking here somewhat in sheet it is looking funky but on dashboard our area is small so you can see uh it is looking a better now so small I will just increase the size a little bit for a circle okay this is fine so now we will click quickly format this as well format chart we will go again in our shading and for works on sheet you have to go in sheet and you have to see none all right so then there are different grid lines over here so we have to get rid of this as well so I will again click on this chart I will go into this particular lines and from here for all the line just you have to say none okay so in rows and in columns as well so you can see it has been gone and you can see there is a border over here right so we have a border for this particular header so we have to go in for to remove this web to go into these borders all right so and from here in rows uh you have to get rid of this none for headers we have to say none or fan as well and in columns we have to say this as well it is as well found it so you can see all the headers has been gone and we can see the male and female we have to make this as we will click on this and we will have to make this as a white color okay so we will go in she we will we will have to go again into our font okay then we will go in sheet and for header from here we can give it as white color all right so you can see a white color has been applied over here and we will make it as 8 9 is better and I will make it as a media perfect so you can see guys uh this Legend I will remove from here we will be applying the legend later so you can see guys our first what we can see the strip has been designed so we will quickly use the names also here so for giving the dashboard name what I will do I will take the text and I will drag it here I will name the text as jhr Analytics dashboard click on OK and I will place it over here all right so just we will increase the font size I will make it as bold color as white and the size at let&#39;s say 36 okay all right it looks perfect okay so this is what initial hour like say 10 to 20 percent of work is already done so in this way we have to design our dashboard that is formatting the charts and as well as the formatting is also important so you can see the numbers which we have to give it here it is it should be black so I will go into this sheet in labels I will just take this number so I will make it as 10 and I will make it as so let&#39;s say semi bold okay all right so it has been applied over here you can reduce the size if you want some more so I will just reduce it I will keep it as nine only okay all right so this looks good all right so now next is what we have to design our pie chart

Transcript for:Designing an HR Analytics Dashboard in Tableau

Transcript for:
Designing an HR Analytics Dashboard in Tableau