Human Resources sample for Power BI: Take a tour
The Human Resources built-in sample contains a dashboard, report, and dataset for a human resources department. In this sample, the human resources department has the same reporting model across different companies, even when they differ by industry or size. This sample looks at new hires, active employees, and employees who have left. It strives to uncover any trends in the hiring strategy. Our main objectives are to understand:
- Who we hire
- Biases in our hiring strategy
- Trends in voluntary separations
This sample is part of a series that shows how you can use Power BI with business-oriented data, reports, and dashboards. It was created by obviEnce with real data, which has been anonymized. The data is available in several formats: built-in sample in the Power BI service, .pbix Power BI Desktop file, or Excel workbook. See Samples for Power BI.
This tutorial explores the Human Resources built-in sample in the Power BI service. Because the report experience is similar in Power BI Desktop and in the service, you can also follow along by using the sample .pbix file in Power BI Desktop.
You don't need a Power BI license to explore the samples in Power BI Desktop. If you don't have a Power BI Pro or Premium Per User (PPU) license, you can save the sample to your My Workspace in the Power BI service.
Get the sample
Before you can use the sample, you must first download it in the service, or get the .pbix file or Excel workbook.
Get the built-in sample
Open the Power BI service (app.powerbi.com), sign in, and open the workspace where you want to save the sample.
If you don't have a Power BI Pro or Premium Per User (PPU) license, you can save the sample to your My Workspace.
In the bottom-left corner, select Get data.
On the Get Data page that appears, select Samples.
Select Human Resources Sample, then choose Connect.
Power BI imports the built-in sample and then adds a new dashboard, report, and dataset to your current workspace.
Get the .pbix file for this sample
Alternatively, you can download the Human Resources sample as a .pbix file, which is designed for use with Power BI Desktop.
Get the Excel workbook for this sample
If you want to view the data source for this sample, it's also available as an Excel workbook. To see the raw data, enable the Data Analysis add-ins, and then select Power Pivot > Manage. To download the eight original Excel files, see Explore the Excel samples in Excel.
Let's explore new hires first.
In your workspace, select the Dashboards tab, and open the Human Resources Sample dashboard.
On the dashboard, select the New Hire Count, New Hires Same Period Last Year, Actives YoY % Change By Month tile.
The Human Resources Sample report opens to the New Hires page.
Look at these items of interest:
- The New Hire Count, New Hires SPLY and Actives YoY % Change by Month combo chart shows we hired more people every month this year compared to last year. Significantly more people in some months.
- In the combo chart New Hire Count and Active Employee Count by Region and Ethnicity, notice we're hiring fewer people in the East region.
- The New Hires YoY Var by Age Group waterfall chart shows we're hiring mainly younger people. This trend may be due to the mostly part-time nature of the jobs.
- The New Hire Count by Gender pie chart shows a roughly even split.
Can you find more insights? For example, a region where the gender split is not even.
Select different age groups and genders in the charts to explore the relationships between age, gender, region, and ethnicity group.
Select Human Resources Sample from the black Power BI header bar to see detailed information about the dashboard.
Compare currently active and former employees
Let's explore data for currently active employees and employees who no longer work for the company.
On the dashboard, select the Active Employee Count by Age Group tile.
The Human Resources Sample report opens to the Active Employees vs. Separations page.
Look at these items of interest:
- The two combo charts on the left show the year-over-year change for active employees and employee separations. We have more active employees this year due to rapid hiring, but also more separations than last year.
- In August, we had more separations compared to other months. Select the different age groups, genders, or regions to see if you can find any outliers.
- Looking at the pie charts, we notice we have an even split in our active employees by gender and age groups. Select different age groups to see how the gender split differs by age. Do we have an even split by gender in every age group?
Reasons for separation
Let's look at the report in Editing View. You can change the pie charts to show employee separations data instead of active employee data.
Select Edit report in the upper-left corner.
Select the Active Employee Count by Age Group pie chart.
In Fields, select Employees to expand the Employees table. Clear Active Employee Count to remove that field.
Select Separation Count in the Employees table to add it to the Values box in the Fields area.
On the report canvas, select the Voluntary bar in the Separation Count by Separation Reason bar chart.
This bar highlights those employees who left voluntarily in the other visuals in the report.
Select the 50+ slice of the Separation Count by Age Group pie chart.
Look at the line chart in the lower-right corner. This chart is filtered to show voluntary separations.
Notice the trend in the 50+ age group. During the latter part of the year, more employees over age 50 left voluntarily. This trend is an area to investigate further with more data.
You can also follow the same steps for the Active Employee Count by Gender pie chart, changing it to separations instead of active employees. Look at the voluntary separation data by gender to see if you find any other insights.
Select Human Resource Sample from the top nav pane to return to the dashboard. You can choose to save the changes you've made to the report.
The last area to explore is bad hires. Bad hires are defined as employees who didn't last for more than 60 days. We're hiring rapidly, but are we hiring good candidates?
Select the Bad Hires as % of Actives by Age Group dashboard tile. The report opens to tab three, Bad Hires.
Select Northwest in the Region slicer on the left and select Male in the Bad Hire Count by Gender donut chart. Look at the other charts on the Bad Hires page. Notice there are more male bad hires than females and many Group A bad hires.
If you look at the Bad Hire Count by Gender donut chart and select different regions in the Region slicer, you'll notice that the East region is the only region with more female than male bad hires.
Select the name of the dashboard from the top nav pane to return to the dashboard.
Ask a question in the dashboard Q&A box
In the Q&A question box in the dashboard, you can ask a question about your data by using natural language. Q&A recognizes the words you type and figures out where in your dataset to find the answer.
Select the Q&A question box. Notice that even before you start typing, Q&A displays suggestions to help you form your question.
You can pick one of those suggestions, or enter: show age group, gender, and bad hires SPLY where region is East.
Notice most of the female bad hires are under 30.
Next steps: Connect to your data
This environment is a safe one to play in, because you can choose not to save your changes. But if you do save them, you can always select Get data for a new copy of this sample.
We hope this tour has shown how Power BI dashboards, Q&A, and reports can provide insights into sample data. Now it's your turn; connect to your own data. With Power BI, you can connect to a wide variety of data sources. To learn more, see Get started with the Power BI service.
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