Employee Turnover Dashboard – Power BI for HR


Employee Turnover / Attrition Dashboard – Power BI

Jack – The recruiting hamster

Meet Jack. He is a recruiter at East Coasters Inc. In the first quarter of 2019, so far 17 people in Engineering, 12 people in R&D, 9 people in Customer Care and 7 people in Finance have left East Coasters. Jack could only manage to replace 12 of them. What should he do?

Buy Panadol, lots of it.

Jokes aside, people in HR know very well that the recruitment hamster wheel must go on. But you know what makes the HR manager’s life a little better? If you know employee turonver looks, you can manage it better.

So on that note, let’s see how you can create an interactive, fun and useful Employee Turonver dashboard using Power BI.

Quick demo of the HR Turnover dashboard

Before learning how to create this, just take a look at this beauty.

Start with data

Typical staff recruitment and turnover data looks like this:

  • Employee details (name, designation etc.)
  • Where they work (department, branch etc.)
  • Date of join
  • Date of leaving
  • Reason for leaving

Let’s assume this is how our data looks like. We have two sets of it. One for recruitment and another for leaving.

Download sample data

Load data and transform thru Power Query

Now that we have our data, let’s load it in to Power BI workbook. Open Power BI, click on Get data and point to your employee data set (in this case, the data came from an Excel file, for you this can be a SQL query, Oracle database or angry data dump from a bored data analyst in IT)

While at Power Query, it is a good idea to split the data in to dimension and fact tables. The exact set of tables depend on your input data. In our case, I have created below tables.

  • Fact Tables
    • Recruitments data – called staff
    • Leavers data – called leavers
  • Dimension Tables
    • Branches – dBranch
    • Departments – dDept
    • Designations – dTitle
    • Gender – dGender
    • Calendar (generated thru Power Query List.Numbers function) – calendar

The process of creating these tables is fairly straight forward. If you are not sure how to make them from your source tables, watch the video at the end of this article.

Load data and Model it in Power BI

At the end of this process, load data to Power BI and link up tables. Here is my data model. Dimension tables are in the middle.

Data model - Employee turnover dashboard - Power BI

Create some measures

Now that our data model is ready, let’s dax. I meant Data Analysis eXpressions, you silly. You can measure and analyze recruitment and leaver data in any number of ways. Since Power BI allows us to interactively explore and visualize data, I find that even simple measures can deliver powerful results (as you will see in the dashboard).

Here are a few measures you can create:
(Refer to data model diagram above if you are not sure what a field refers to)

Leaver Count = COUNTROWS(leavers)
Joinee Count = COUNTROWS(staff)
Tunrover % = DIVIDE([Leaver Count], [Joinee Count], blank())

Total Staff to date = 
CALCULATE(
	[Joinee Count]-[Leaver Count],
	FILTER(
		ALLSELECTED('calendar'[Date]),
		ISONORAFTER('calendar'[Date], MAX('calendar'[Date]), DESC)
	)
)

While the above 4 measures are simple, the next one is a bit tricky. So if you dax with two left hands, then ignore the next one. You can still create powerful reporting.

The next measure tells us about top 2 branches and their contribution to overall turnover.

Top 2 branch leavers total = 
    var t2 = topn(2,dBranch,[Leaver Count],DESC)
    var t2_names = CONCATENATEX(t2, dBranch[Branch], ", ", [Leaver Count], DESC)
return
    "Top 2 branches ("& t2_names &") account for " & format(divide(SUMX(t2, [Leaver Count]), CALCULATE([Leaver Count], all(dBranch)),0),"0%") & " of leavers"

Let’s get graphic

So our data is ready, measures are clicking. Time to place them in some visuals to see whats going on with our turnover. There are many options when it comes visualizing this kind of data. Just play with Power BI and keep what you like.

Here are a few options.

New Joinees vs. Leavers over time

Simple line chart with a text box for title. Uses [Joinee Count] and [Leaver Count] measures with Calendar[date] on horizontal axis.

Leavers by branch and gender

This next one is stacked bar chart with gender, branch and [leaver count]. We can then overlay a card visual with [top 2 branch leavers total] measure to see more info about top 2 branches.

Or a few cards with statistics

You can add multi-row cards to display statistics. When mixed with visual filters on relative date, you can get same measures in different context. See below for some inspiration.

Relative date filtering for the cards.

See top 10 designations of leavers

You can never go wrong with a black dress or good old fashioned table. A simple table of turnover % by job title (designation) will always look flash. But what if you have 100s of jobs. Simple, apply Top N filter and you can look at things that matter most.

Complete Turnover Dashboard

click to enlarge

Employee turnover  / attrition dashboard

Download Power BI workbook

Click here to download the Power BI workbook.

Video tutorial – Employee Attrition Dashboard

If you are still not sure how everything works, check out this simple tutorial. Make sure you follow along in Power BI for best results. The video explains how to transform data in Power Query, how to generate custom calendar, how to create data model, measure development, visual selection and formatting. It is quite in-depth and yet not too long. Check it out below. Or watch it on my YouTube channel.

Are you HR + Power BI?

Do you work in HR and use Power BI? How do you measure and analyze turnover? Please share your thoughts and tips in the comments box. Even if you don’t work in HR, I am sure you find this example very useful for Power BI, Power Query and dashboard development.

More Power BI examples

If you have just started with Power BI and want to learn how to use the tech, check out below resources.

Chandoo

Hello Awesome...

My name is Chandoo. Thanks for dropping by. My mission is to make you awesome in Excel & your work. I live in Wellington, New Zealand. When I am not F9ing my formulas, I cycle, cook or play lego with my kids. Know more about me.

I hope you enjoyed this article. Visit Excel for Beginner or Advanced Excel pages to learn more or join my online video class to master Excel.

Thank you and see you around.

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8 Responses to “Employee Turnover Dashboard – Power BI for HR”

  1. Kaushik Joshi says:

    its a fantastic use case for HR analytics in PBI. I do this each quarter using good old Excel. Now that the data is slowly comimg out of our HR Erp, i need to shift my energies from manual collation of data to letting it come from ERP and focussing more on Daxing. Dax as all techno stuff is initially intimidating but o am coming for it.....
    Will be also great if you can weigh R or Python vs PBI. Chandoo, with sincere thanks as always! Kaushik Joshi

  2. sandeep says:

    Great post!

  3. Sarav says:

    Awesome... as usual...

  4. saroj says:

    Please provide the contact number please

  5. Frederick says:

    great Chandoo

  6. Krishna says:

    This is great, Chandoo! Could you throw some more light on how we can go about tracking Promotions and pay changes with the same base employee data!

  7. Angie says:

    Hi Chandoo,

    While I think this (and all of your work) is great, it is not calculating true employee turnover. In very basic terms, Employee Turnover is defined as the total number of leavers in a given period divided by the average headcount for the same period (multiplied by 100).

    Other versions include annualized turnover, which equates to the average number of leavers per month YTD divided by average headcount x100. Then there is the rolling 12 turnover rate which is the sum of the count of leavers over the previous 12 months divided by the average headcount over the same period x100.

    I've created a series of dashboards with these numbers, but I would love to see what you come up with... my guess is your solution will be much more sophisticated than mine.

    Thanks so much for sharing your talents with the world!
    Angie

  8. Krishna says:

    Hi Angie,

    I'd love to connect with you and learn more about the turnover dashboards you've built. Is there a good email to reach you on?

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