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Duration 14 hours
Course Outline
Module 1: HR Dashboard Requirements and Tableau Refresher — 0.5 hour
- Identifying the intended users, key reporting questions, and the decisions the dashboard will support.
- Selecting a realistic and manageable set of HR indicators for the workshop.
- Defining indicator meanings, reporting timeframes, and comparison groups.
- A brief review of dimensions, measures, aggregation methods, and worksheet structure.
Module 2: Connecting and Preparing HR Data — 1.5 hours
- Establishing connections to prepared Excel or CSV datasets.
- Validating field types, date formats, missing values, and employee identification fields.
- Understanding the granularity of employee records, event logs, and monthly snapshots.
- Merging tables using relationships, joins, and unions as appropriate.
- Detecting duplicate employee counts and ensuring data totals are reconciled.
- Practical exercise: Prepare the dataset for the upcoming dashboard build.
Module 3: HR Calculations and Reporting Measures — 2.5 hours
- Creating calculated fields at the row level and as aggregates.
- Applying distinct counts, conditional logic, and date-based calculations.
- Computing selected indicators such as headcount, new hires, leavers, or employee tenure.
- Calculating turnover rates using an agreed-upon reporting period and denominator, where applicable.
- Utilizing table calculations to compare periods and calculate percentage changes.
- Reviewing how filters and aggregation methods impact KPI results.
- Practical exercise: Develop and validate the agreed-upon HR calculations.
Module 4: Clear Visualisations for HR Reporting — 1.5 hours
- Choosing chart types that effectively answer the agreed-upon HR reporting questions.
- Designing KPI cards, trend lines, and departmental comparisons.
- Applying labels, number formats, color schemes, and tooltips consistently.
- Presentation of comparisons that avoid misleading scales or unfounded conclusions.
- Practical exercise: Create the individual component views for the dashboard.
Module 5: Building Interactive HR Dashboards — 3 hours
- Planning the dashboard layout, prioritizing the most critical information.
- Integrating KPI cards, charts, and explanatory text for clarity.
- Incorporating filters for departments, employee groups, and reporting periods.
- Using parameters to allow user selection of specific reporting options, such as metrics or comparison periods.
- Configuring filter and highlight actions to link different dashboard views.
- Testing navigation, readability, and user experience when selections change.
- Practical exercise: Assemble and test a fully interactive HR dashboard.
Module 6: Validation, Performance, and Sharing — 1 hour
- Cross-checking KPI values against underlying data and reviewing edge cases.
- Identifying common performance bottlenecks that may slow down the workbook.
- Preparing the workbook for the client’s preferred sharing method.
- Publishing to Tableau Cloud or Server where access permissions are available.
- Generating a packaged workbook (TWB) or PDF output as needed.
- Documenting indicator definitions, reporting period assumptions, and data refresh schedules.
Module 7: Guided HR Dashboard Project — 4 hours
- Applying workshop techniques to a specific HR reporting scenario.
- Selecting two to three core indicators and outlining the dashboard strategy.
- Developing calculations, component views, and dashboard interactions.
- Validating all results against the prepared dataset.
- Conducting a review session with the trainer to refine the dashboard.
- Presenting the final dashboard, explaining the findings and underlying assumptions.
- Saving the reusable dashboard prototype and identifying areas for future enhancement.
Requirements
Participants are expected to:
- Possess prior Tableau experience comparable to that gained from a fundamentals course.
- Be capable of connecting to datasets, creating basic worksheets, utilizing dimensions and measures, and applying filters.
- Have a solid understanding of basic aggregation concepts, including counting, summing, averaging, and calculating percentages.
- Be comfortable working with Excel or CSV file formats.
- Understand the specific HR reporting indicators relevant to their professional role.
For the practical components:
- Each participant must have a laptop equipped with access to Tableau Desktop or an approved compatible Tableau authoring platform.
- All software installations and authoring access credentials must be configured prior to the training session.
- Curated training datasets will be provided; any client-specific data used must be pre-approved and anonymized.
- Exercises involving publishing require active access to Tableau Cloud or Server, along with the necessary 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.
