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Duration 14 hours
Course Outline
Module 1: HR Dashboard Requirements and Tableau Refresher — 0.5 hour
- Defining the target audience, key reporting queries, and intended business decisions.
- Curating a concise set of HR indicators suitable for the workshop context.
- Establishing clear definitions for indicators, reporting timeframes, and comparison segments.
- A concise review of dimensions, measures, aggregation methods, and worksheet functionality.
Module 2: Connecting and Preparing HR Data — 1.5 hours
- Linking to pre-prepared Excel or CSV data files.
- Verifying field types, date formats, null values, and unique employee identifiers.
- Comprehending the granularity of employee records, event logs, and monthly snapshots.
- Merging tables using relationships, joins, or unions as appropriate.
- Detecting duplicate employee counts and adjusting data totals for accuracy.
- Practical exercise: Prepare the dataset for dashboard development.
Module 3: HR Calculations and Reporting Measures — 2.5 hours
- Developing row-level and aggregated calculated fields.
- Applying distinct counts, conditional logic, and date-based calculations.
- Computing specific metrics such as headcount, new hires, departures, or employee tenure.
- Calculating turnover rates using agreed-upon timeframes and denominators where applicable.
- Utilizing table calculations for period-over-period comparisons and percentage variations.
- Analyzing the impact of filters and aggregation on KPI accuracy.
- Practical exercise: Construct and verify the established HR calculations.
Module 4: Clear Visualisations for HR Reporting — 1.5 hours
- Choosing charts that directly address the defined HR reporting questions.
- Creating KPI cards, trend lines, and comparative departmental views.
- Applying consistent labels, number formats, color schemes, and tooltips.
- Presentation of comparisons that avoid misleading scales or unfounded interpretations.
- Practical exercise: Develop the individual views for the dashboard.
Module 5: Building Interactive HR Dashboards — 3 hours
- Structuring the dashboard layout to prioritize the most valuable information.
- Integrating KPI cards, charts, and explanatory text elements.
- Implementing filters for department, employee groups, and reporting periods.
- Using parameters for selected reporting options, such as metric selection or comparison periods.
- Setting up filter and highlight actions to link different dashboard views.
- Reviewing navigation flow, readability, and user behavior during selection changes.
- Practical exercise: Assemble and test a fully interactive HR dashboard.
Module 6: Validation, Performance, and Sharing — 1 hour
- Reconciling KPI figures with source data and reviewing edge cases.
- Identifying common performance bottlenecks within the workbook.
- Preparing the workbook for the client’s designated sharing method.
- Publishing to Tableau Cloud or Server where access permissions allow.
- Generating packaged workbooks or PDF outputs as needed.
- Documenting indicator definitions, timeframe assumptions, and data refresh expectations.
Module 7: Guided HR Dashboard Project — 4 hours
- Applying workshop techniques to a specific HR reporting scenario.
- Selecting two or three primary indicators and planning the dashboard architecture.
- Developing calculations, component views, and interactive features.
- Verifying results against the prepared dataset.
- Reviewing the dashboard with the trainer and implementing refinements.
- Presentation of the dashboard, including explanations of findings and assumptions.
- Preserving a reusable dashboard prototype and outlining future enhancements.
Requirements
Participants should:
- Possess prior Tableau experience equivalent to a fundamentals course.
- Be capable of connecting to datasets, creating basic worksheets, utilizing dimensions and measures, and applying filters.
- Understand basic aggregation concepts, including counts, sums, averages, and percentages.
- Be comfortable working with Excel or CSV datasets.
- Understand the HR reporting indicators relevant to their specific role.
For practical sessions:
- Each participant must have a laptop with access to Tableau Desktop or an agreed compatible Tableau authoring environment.
- Software installation and authoring access should be completed before training begins.
- Prepared training datasets will be used. Any client datasets must be approved and anonymized prior to use.
- Publishing exercises require appropriate Tableau Cloud or Server access and permissions.
Testimonials (3)
I especially appreciated the instructor’s ability to give thorough, well-explained answers to questions specific to my personal situation.
HASAN TAHA URLU - Huber Turkiye
Course - Assertiveness
I enjoyed how practical it was, Irma was approachable and able to answer/research our questions, able to give us useful information and tips, helped me on my journey with AI.
Breandan - Health Quality and Safety Commission
Course - AI-Powered HR: Transforming the Future of People Management
The joyful atmosphere, the openness of the knowledgeable trainer who offered us a lot of tips and tricks.
