Creating a Human Resources analytics dashboard using Tableau
📖 Background
In this first ever BI competition, you will be exploring a dataset for a fictitious software company called Atlas Labs. You'll have to import, analyze, and visualize the data using Tableau.
The end goal will be a clean, self-explanatory, and interactive dashboard for the HR team of Atlas Labs. By conducting a thorough exploratory data analysis and creating visualizations, you'll dive deeper into attrition and what factors impact attrition. This analysis will help the organization determine what action they will need to take to retain more employees.
💾 The data
Your team created the following files:
Employee (employee.csv)
employee.csv)| Column name | Description |
|---|---|
| Employee ID | A unique ID that identifies an employee, connects to the Performance Rating table |
| FirstName | First name of an employee |
| LastName | Last name / surname of an employee |
| Gender | Self-defined employee gender identity |
| Age | Current age of an employee |
| BusinessTravel | Frequency of business travel |
| Department | Most recent department that employee belongs/belonged to |
| DistanceFromHome (KM) | Kilometer distance between an employee’s home and their office |
| State | State where the employee lives |
| Ethincity | Self-defined employee ethnicity |
| Education | A unique ID that identifies an employees education level, connects to the Education Level table |
| EducationField | Employee field of study |
| JobRole | Most recent department that employee belongs/belonged to |
| MaritalStatus | Current/latest employee marital status |
| Salary | Most recent record of employee salary |
| StockOptionLevel | The banding level for stock options that the employee has |
| OverTime | Indicates whether an employee is expected to work overtime in their role |
| HireDate | Date the employee joined the company |
| Attrition | Indicates whether an employee has left the organization |
| YearsAtCompany | Number of years since the employee joined the organization |
| YearsInMostRecentRole | Number of years the employee has been in their most recent role |
| YearsSinceLastPromotion | Number of years since the employee last got promoted |
| YearsWithCurrManager | Number of years the employee has been with their current manager |
Performance Rating (performance_rating.csv)
performance_rating.csv)| Column name | Description |
|---|---|
| PerformanceID | A unique id that identifies a performance review |
| EmployeeID | A unique ID that identifies an employee, connects to the Employee table |
| ReviewDate | Date an employees' review took place |
| EnvironmentSatisfaction | Rating for employees' satisfaction with their environment |
| JobSatisfaction | Rating for employees' satisfaction with their job role |
| RelationshipSatisfaction | Rating for employees' satisfaction with their relationships at work |
| WorkLifeBalance | Rating for employees' satisfaction with their relationships at work |
| SelfRating | Rating for employees' performance based on their own view |
| ManagerRating | Rating for employees' performance based on their manager’s view |
| TrainingOpportunitiesWithinYear | Number of training opportunities offered in the last 12 months |
| TrainingOpportunitiesTaken | Number of training opportunities taken |
Education Level (education_level.csv)
education_level.csv)| Column name | Description |
|---|---|
| Education Level ID | A unique id that identifies a education level |
| Education Level | A unique ID that identifies an employee, connects to the Employee table |
The data files can be downloaded from the sidebar on the left (under Browse and upload files).
💪 Challenge
Using Tableau, create an interactive dashboard to summarize your research. Things to consider:
- Make your dashboard stand out! Give it a unique look and feel.
- Visualize the biggest differences in salary, attrition, job satisfaction level, and work-life balance across demographics and other dimensions. Don't feel limited by these, you're encouraged to use your skills to consolidate as much information as possible.
- Create a screenshot of your (main) Tableau dashboard, and past that in the designated field.
- Summarize your findings in an executive summary.
✅ Checklist before publishing
- Don't forget to publish your Tableau dashboard, make it available on Tableau Public and share the link.
- Although you use Workspace, a notebook style document that contains text cells (what you're reading right now), you only should paste the link, the executive summary, and a screenshot of your Tableau dashboard in the designated fields. Also, leave the notebook name as notebook.ipynb.
- Remove redundant text cells like the background, the data, challenge, and checklist. You can add cells if necessary, but your focus should be on the Tableau dashboard.
✍️ Judging criteria
This competition is for helping to understand how BI competitions work. There will be public voting after the competition ends, followed by a ranking.
🧾 Executive summary
In a couple of lines, write your main findings here. High attrition rates are closely linked to low job satisfaction, poor work-life balance, and frequent overtime. Employees with longer commutes and lower salaries are more likely to leave the company. Younger employees and those in early-career roles show higher attrition rates, indicating a need for targeted retention strategies.
📷 Tableau screenshot
_Paste one screenshot of your Tableau dashboard here.
🌐 Link to your Tableau Public dashboard
Paste the link to your Tableau Public dashboard here.