How To Create an HR Dashboard Using Tableau KPI?

Introduction  

Data visualization is critical in this digital age. Tableau Software has seen extensive usage in making businesses more data-driven. A premier tool for data analysis and business intelligence, Tableau is used to visualize business data.  It was positioned in Gartner’s Magic Quadrant as a leader in analytics and business intelligence. Tableau allows businesses to employ various data visualization tools to build incredibly manageable and advanced dashboards. 

This article will comprehensively detail how to create an HR dashboard with Tableau using different Key Performance Indicators (KPIs).  

What is a Tableau KPI Dashboard?  

Tableau is a powerful Business Intelligence tool in today’s technology-driven era. Tableau software draws insights from raw data and produces a visual picture for organizations to make data-driven decisions. Tableau software is a systematic approach to decision-making that presents data in an easily readable form.  

Key Performance Indicators are measures and variables that demonstrate how well a company is operating with its key business objectives. High-level KPIs are associated with the company’s overall expansion and performance. Low-level KPIs are concerned with the workflow or processes of each division, such as development, HR, marketing, sales, and operations. 

The tableau KPI HR dashboard is a set of several indicators that provide a comprehensive picture of current productivity through real-time data connections and visualization approaches.  

The Importance of Tableau Software KPI Dashboard  

Using KPIs, you can assess your business’s performance, comprehend what is and isn’t effective and take measures to keep things going in the right way. Tableau software can assist you in swiftly visualizing such measurements. 

Suppose your goal of the business is to boost revenue by 20%. Creating an HR dashboard that includes all KPIs pertinent to this objective would be highly beneficial. 

• Utilizing Tableau reporting to create KPI dashboards can aggregate KPIs and give a fast way to assess how you are achieving your goals. 
• An effective HR analytics dashboard provides management with rapid access to the essential indications or instruments of the business and assists them in determining if they are on the right track.  
• You can track and monitor progress in real-time, discover areas for improvement, notice patterns, and forecast. 
• Tableau provides excellent interactive services for creating captivating and appealing illustrations, which play a vital role in successful communications. 

Steps to Create the Tableau Software KPI Dashboard for HR Analytics  

Here are some important steps to create the Tableau KPI Dashboard. 

Step 1: Make a Worksheet to Present Profit Data 

• Log in to Tableau using your login credentials. 
• Make a new Worksheet called Profit-KPI. 
• Connect to the data store using Tableau and load the file. 
• Drag the data to the Workbook page to create Metrics. 
• You must create some calculated fields to represent KPI. 
• Make a new field named Current Year Indicator and fill it with the following formula:
  YEAR([Ordering Date])= MAX(YEAR([Ordering Date]))
  IFNULL(If [Previous Year Indicator] THEN [Profit] END,0) 

• Make a profit calculation field called Profit__Change and use the following formula:
  (SUM([Profit – CY])-SUM([Profit – PY])) 

• Create a column called Profit__Change % and use the following formula to calculate Profit%:
  (SUM([Profit – CY])-SUM([Profit – PY]))/SUM([Profit – PY]) 

• Pull the field Profit_CY to rows and use it for all the visual adjustments you want to apply, like Font, size, color, borders, figures, etc.
• Create Worksheets for Sales, Profit-Ratio, State-wise sales, and so on. 

Step 2: Building the Tableau Software KPI Dashboard 

To build a Tableau KPI Dashboard, integrate the KPIs, create an insightful Tableau KPI HR Dashboard, and collect and show all the data in a single place, perform the following steps: 

• From the Tableau reporting menu, choose the “Create New Dashboard” option and name it “Profit Dashboard.” 
• Change the Tableau HR dashboard size from Desktop Browser – Free to Automatic under the Dashboard option. 
• Drag all the Worksheets set in the previous process to the HR Dashboard in a horizontal format, such as Marketing KPI, Sales KPI, Profit KPI, Country KPI, and so on. 
• To divide the different KPIs uniformly, use the Layout Containers’ Distribute Content Evenly functionality. 

You can add as many Key performance metrics as you need by making individual spreadsheets and then integrating them into a Tableau HR Analytics dashboard. 

Conclusion  

We hope you liked the comprehensive overview of Tableau provided in this article. Now you know how to create Tableau KPI Dashboards and effectively track the growth of the business.   

Although we’ve provided you with the instructions, creating these kinds of dashboards without the help of sample data, like Tableau’s Sample Superstore, might be more complex. To learn more, check UNext’s courses in Analytics with IIM Indore certification.