Summary of Tableau Dashboard from Start to End (Part 1)| HR Dashboard | Beginner to Pro | Tableau Project

Video Summary: Tableau Dashboard from Start to End (Part 1) | HR Dashboard | Beginner to Pro | Tableau Project

In this video, the creator demonstrates the step-by-step process of designing and developing an HR analytics dashboard using Tableau software. The video is aimed at beginners who want to learn how to create interactive and insightful dashboards for HR departments.

Main Ideas and Concepts:

• Purpose of the HR Dashboard:
  • The dashboard is used by HR departments to analyze employee data, including headcount, attrition rates, employee demographics (age, gender), and departmental insights.
• Data Source:
  • The creator uses an Excel file with approximately 1,470 rows and 39 columns of employee data. A link to download the data is provided in the description for viewers to practice.
• Dynamic Features:
  • The dashboard incorporates interactive filters and action filters to allow users to view data based on specific criteria (e.g., department or education field).
• Key Performance Indicators (KPIs):
  • The dashboard includes several KPIs such as total employee count, attrition count, active employees, attrition rate, and average age of employees.
• Visual Elements:
  • Various visual elements are used, including:
    • KPI cards for displaying key metrics.
    • Bar charts and lollipop charts for comparing attrition rates by gender.
    • Donut charts and frequency charts for demographic analysis.
• Dashboard Design Process:
  • The video covers the importance of understanding the data before starting the dashboard design.
  • The creator emphasizes the need to format and customize visualizations for clarity and aesthetic appeal.
• Background Design:
  • The creator discusses how to design and incorporate custom backgrounds into the dashboard using PowerPoint.

Methodology and Instructions:

• Data Preparation:
  • Study the data thoroughly before starting the design.
  • Connect to the Excel file in Tableau and ensure the data is clean.
• Creating KPIs:
  • Create calculated fields for attrition count and attrition rate using logical conditions.
  • Format the KPIs for visual clarity and consistency.
• Building Visualizations:
  • Use dual-axis charts to create lollipop charts for gender-based attrition analysis.
  • Format charts to remove unnecessary headers and gridlines for a cleaner look.
• Dashboard Assembly:
  • Create a new dashboard and set a custom size based on screen resolution.
  • Drag and drop visualizations onto the dashboard, adjusting their size and position as needed.
  • Customize the dashboard with text labels and background images.
• Final Touches:
  • Apply consistent formatting across all visual elements.
  • Ensure that interactive filters work across all charts in the dashboard.

Speakers/Sources Featured:

The video is presented by a single creator who provides insights and instructions throughout the tutorial. No additional speakers or sources are mentioned.

Notable Quotes

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Category

Educational

Video