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Duration 14 hours
Course Outline
Module 1: HR Dashboard Requirements and Tableau Refresher — 0.5 hours
- Identifying dashboard users, key reporting questions, and the intended decision-making outcomes.
- Selecting a manageable set of HR metrics for the workshop.
- Establishing clear definitions for metrics, reporting periods, and comparison groups.
- A concise review of dimensions, measures, aggregation, and worksheet structure.
Module 2: Connecting and Preparing HR Data — 1.5 hours
- Connecting to prepared Excel or CSV datasets.
- Verifying field types, date formats, missing values, and employee identifiers.
- Understanding the granularity of employee records, events, and monthly snapshots.
- Merging tables using relationships, joins, and unions where appropriate.
- Identifying and resolving duplicate employee counts to ensure accurate data totals.
- Practical exercise: Prepare the dataset for the dashboard.
Module 3: HR Calculations and Reporting Measures — 2.5 hours
- Creating row-level and aggregate calculated fields.
- Applying distinct counts, conditional logic, and date-based calculations.
- Calculating selected metrics such as headcount, new hires, departures, or employee tenure.
- Computing turnover rates using an agreed reporting period and denominator, if selected.
- Utilising table calculations for period comparisons and percentage changes.
- Assessing the impact of filters and aggregation methods on KPI results.
- Practical exercise: Build and validate the agreed HR calculations.
Module 4: Clear Visualisations for HR Reporting — 1.5 hours
- Selecting charts that directly answer the agreed HR reporting questions.
- Creating KPI cards, trend charts, and departmental comparisons.
- Consistently applying labels, number formats, colours, and tooltips.
- Presentation of comparisons in a way that avoids misleading scales or unsupported conclusions.
- Practical exercise: Create the component views for the dashboard.
Module 5: Building Interactive HR Dashboards — 3 hours
- Planning the dashboard layout to prioritise the most valuable information.
- Integrating KPI cards, charts, and explanatory text for a cohesive user experience.
- Adding filters for department, 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 various dashboard views.
- Testing navigation, readability, and dynamic behaviour when selections change.
- Practical exercise: Assemble and test an interactive HR dashboard.
Module 6: Validation, Performance, and Sharing — 1 hour
- Reconciling KPI values with underlying data and checking for edge cases.
- Identifying common issues that may impact workbook performance.
- Preparing the workbook for the client's preferred sharing method.
- Publishing to Tableau Cloud or Server where access is available.
- Generating packaged workbooks or PDF outputs as required.
- Documenting metric definitions, reporting period assumptions, and refresh schedules.
Module 7: Guided HR Dashboard Project — 4 hours
- Applying the techniques learned in the workshop to a specific HR reporting scenario.
- Selecting two or three core metrics and planning the dashboard structure.
- Constructing calculations, component views, and dashboard interactions.
- Validating results against the prepared dataset.
- Reviewing the dashboard with the trainer and implementing improvements.
- Presenting the dashboard and explaining the findings and underlying assumptions.
- Saving a reusable dashboard prototype and identifying areas for future enhancement.
Requirements
Participants are expected to:
- Have prior Tableau experience equivalent to that gained in a fundamentals course.
- Be proficient in connecting to datasets, creating basic worksheets, utilising dimensions and measures, and applying filters.
- Have a solid understanding of basic aggregation concepts, such as counts, sums, averages, and percentages.
- Be accustomed to working with Excel or CSV data files.
- Understand the HR reporting metrics relevant to their specific professional role.
For the practical sessions, the following are required:
- Each participant must have a laptop with access to Tableau Desktop or an agreed-upon compatible Tableau authoring environment.
- Software installation and authoring access must be fully configured prior to the training.
- Prepared training datasets will be provided. Any client-specific datasets must be approved and anonymised before use.
- Publishing exercises require active access and the necessary permissions for Tableau Cloud or Server.
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.
