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Duration 14 hours
Course Outline
Module 1: HR Dashboard Requirements and Tableau Refresher — 0.5 hour
- Identifying dashboard users, reporting questions, and intended decisions.
- Selecting a manageable set of HR indicators for the workshop.
- Agreeing indicator definitions, reporting periods, and comparison groups.
- Brief refresher on dimensions, measures, aggregation, and worksheets.
Module 2: Connecting and Preparing HR Data — 1.5 hours
- Connecting to prepared Excel or CSV datasets.
- Checking field types, dates, missing values, and employee identifiers.
- Understanding the level of detail in employee records, events, and monthly snapshots.
- Combining tables using relationships, joins, and unions where appropriate.
- Checking for duplicated employee counts and reconciling 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.
- Using distinct counts, conditional logic, and date calculations.
- Calculating selected indicators such as headcount, joiners, leavers, or tenure.
- Calculating turnover using an agreed reporting period and denominator, where selected.
- Using table calculations for period comparisons and percentage changes.
- Checking how filters and aggregation affect KPI results.
- Practical exercise: Build and validate the agreed HR calculations.
Module 4: Clear Visualisations for HR Reporting — 1.5 hours
- Selecting charts that answer the agreed HR reporting questions.
- Creating KPI cards, trend charts, and department comparisons.
- Using labels, number formats, colours, and tooltips consistently.
- Presenting comparisons without 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 and placing the most useful information first.
- Combining KPI cards, charts, and explanatory text.
- Adding department, employee group, and reporting-period filters.
- Using parameters for a selected reporting choice, such as a metric or comparison period.
- Configuring filter and highlight actions to connect dashboard views.
- Checking navigation, readability, and 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 the underlying data and checking edge cases.
- Spotting common issues that slow down a workbook.
- Preparing the workbook for the client’s agreed sharing method.
- Publishing to Tableau Cloud or Server where access is available.
- Creating a packaged workbook or PDF output where appropriate.
- Documenting indicator definitions, reporting-period assumptions, and refresh expectations.
Module 7: Guided HR Dashboard Project — 4 hours
- Applying the workshop techniques to an agreed HR reporting scenario.
- Selecting two or three core indicators and planning the dashboard.
- Building calculations, component views, and dashboard interactions.
- Validating results against the prepared dataset.
- Reviewing the dashboard with the trainer and making improvements.
- Presenting the dashboard and explaining the findings and assumptions.
- Saving a reusable dashboard prototype and identifying the next improvements.
Requirements
Participants should:
- Have prior Tableau experience equivalent to a fundamentals course.
- Be able to connect to a dataset, create a basic worksheet, use dimensions and measures, and apply filters.
- Understand basic aggregation concepts, including counts, sums, averages, and percentages.
- Be familiar with working with Excel or CSV datasets.
- Understand the HR reporting indicators relevant to their role.
For practical sessions:
- Each participant requires a laptop with access to Tableau Desktop or an agreed compatible Tableau authoring environment.
- Software installation and authoring access should be ready before training.
- Prepared training datasets will be used. Any client dataset should be approved and anonymised before use.
- Publishing exercises require the relevant 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.
