Syllabus

Fundamentals of BI Tools

Companion Books

I: Introduction to HR Metrics

HR Metrics Foundations

  1. Introduction to HR Metrics
    • Definition, significance, and use cases of HR metrics
    • Categories of HR metrics
    • Hands-on Exercise: Overview of Excel for basic metric calculations
  2. Designing HR Metrics
    • Steps to create meaningful and actionable HR metrics
    • Aligning metrics with organizational goals
    • Hands-on Exercise: Defining metrics and KPIs using Excel

II: Introduction to HR Dashboards

Excel Foundations

  1. Basics of HR Dashboards
    • Purpose, components, and types of dashboards
    • Hands-on Exercise: Designing a simple HR dashboard in Excel
  2. Dynamic Dashboards with Filters
    • Adding interactivity with slicers and filters
    • Hands-on Exercise: Interactive dashboards in Excel

Power BI and Tableau

  1. Creating Effective HR Dashboards in Power BI
    • Designing key HR metrics for dashboards in Power BI
    • Interactive dashboards: enhancing user experience in Power BI
    • Hands-on Exercise: Designing and enhancing HR dashboards in Power BI
  2. Creating Effective HR Dashboards in Tableau
    • Designing key HR metrics for dashboards in Tableau
    • Interactive dashboards: enhancing user experience in Tableau
    • Hands-on Exercise: Designing and enhancing HR dashboards in Tableau

III: Metrics and Dashboard Visualization for Key HR Functions

Recruitment

  1. Recruitment Metrics
    • Key metrics for assessing recruitment effectiveness and efficiency
    • Hands-on Exercise: Recruitment metric calculation in Power BI
  2. Recruitment Dashboards
    • Visualizing recruitment metrics in a dashboard
    • Hands-on Exercise: Recruitment dashboards in Power BI

Employee Performance

  1. Employee Performance Metrics
    • Key metrics for measuring employee productivity and goal achievement
    • Hands-on Exercise: Performance scorecards in Power BI
  2. Employee Performance Dashboards
    • Tracking individual and team performance metrics
    • Hands-on Exercise: Performance dashboards in Power BI

Learning and Development

  1. Learning and Development Metrics
    • Metrics for training effectiveness, skill development, and ROI
    • Hands-on Exercise: Training data analysis using Tableau
  2. Learning and Development Dashboards
    • Visualizing training effectiveness and ROI
    • Hands-on Exercise: L&D dashboards in Tableau

Retention and Turnover

  1. Employee Retention and Turnover Metrics
    • Calculating retention and turnover rates and understanding their implications
    • Hands-on Exercise: Turnover visualization in Tableau
  2. Employee Retention and Turnover Dashboards
    • Creating dashboards to track retention and turnover trends
    • Hands-on Exercise: Turnover dashboards in Tableau

IV: Advanced HR Metrics and Analysis

Specialised Dashboards

  1. Workforce Demographics Dashboards
    • Diversity, age distribution, and other demographic insights
    • Hands-on Exercise: Creating demographic insights with Tableau
  2. Compensation and Benefits Dashboards
    • Salary distribution, benefits utilization, and cost analysis
    • Hands-on Exercise: Compensation dashboards in Tableau
  3. Engagement and Satisfaction Dashboards
    • Survey-based metrics to measure employee engagement and satisfaction
    • Hands-on Exercise: Engagement analysis using Power BI

Predictive Analytics

  1. Predictive Analytics for HR Decision-Making
    • Role of predictive analytics in HR
    • Techniques: overview of predictive modeling methods using Power BI and Tableau
    • Hands-on Exercise: Building a predictive model to identify high-risk turnover employees using Power BI

Course Highlights

  • Hands-On Focus — Every chapter includes a practical activity aligned with real-world HR challenges.
  • Flexible Tool Assignment — Excel, Tableau, and Power BI are assigned based on the topic and practical need.
  • Comprehensive Scope — Covers metrics, analytics, and specialised dashboards for actionable HR insights.