12  Learning and Development Dashboards

12.1 Overview of Learning and Development Dashboards

A Learning and Development (L&D) Dashboard in Tableau is a dynamic tool that allows HR professionals and managers to track and analyze training and development efforts across the organization. These dashboards aggregate key performance indicators (KPIs) like Training Completion Rate, Training Effectiveness, and Training ROI. By visualizing these metrics in Tableau, organizations can monitor employee development, identify areas for improvement, and ensure that training programs are aligned with business goals.

Tableau’s powerful visualizations and interactivity features enable users to explore the data, drill down into specific training programs or departments, and make data-driven decisions about learning strategies.

12.2 Preliminary Steps for Visualizing L&D Metrics in Tableau

Before visualizing the Learning and Development metrics, follow these preliminary steps to set up your L&D dashboard in Tableau:

12.2.1 Create a New Workbook

  • Open Tableau and create a new workbook by selecting File > New.

12.2.2 Import Your Data

  • Click on Data > Connect to Data and select your data source (e.g., Excel, CSV, or a database).
  • Ensure that your data contains necessary fields such as Employee ID, Department, Training Program, Pre- and Post-Training Performance Scores, Training Costs, and Employee Satisfaction Ratings.

12.2.3 Create a New Worksheet

  • Click on Sheet 1 to create your first visualization. You can add multiple sheets to represent different metrics or visualizations such as one for Training Effectiveness, another for Training ROI, and so on.

12.2.4 Select Your Visualization Type

  • Tableau offers various visualizations like bar charts, pie charts, line charts, heat maps, and KPI cards. Choose a visualization type based on the metric you wish to represent. For example, bar charts work well for comparing Training Completion Rates, while KPI cards are ideal for tracking Training ROI.

12.2.5 Drag and Drop Fields

  • From the Data pane, drag fields like Training Completion Rate, Training Effectiveness, and Training Cost per Employee to the Rows and Columns shelves.
  • Use Marks to adjust the data aggregation and formatting, ensuring it visually communicates the necessary insights.

12.3 Visualizing L&D Metrics in Tableau

12.3.1 Training Completion Rate

Visualization: Bar Chart or Pie Chart

  • How to Visualize:
    • Drag the Training Completion Rate to the Columns shelf and Training Program to the Rows shelf.
    • For a comparative view, use a pie chart to show the proportion of employees who completed training versus those who did not.
    • In Tableau, you can simply drag and drop fields to create the visualization and then format the chart using the Show Me panel to switch between different types (e.g., bar or pie chart).
  • Goal: This visualization provides insights into employee engagement with training programs and helps identify programs with lower completion rates.

12.3.2 Training Effectiveness

Visualization: Bar Chart or Line Chart

  • How to Visualize:
    • To show improvements in employee performance, drag Post-training Performance Score to the Columns shelf and Pre-training Performance Score to the Rows shelf.
    • Use a bar chart to compare pre- and post-training scores, or a line chart to show the trend over time for each training program.
  • Goal: This metric helps assess how effective each training program is in improving employee performance.

12.3.3 Training Cost per Employee

Visualization: KPI Card or Gauge Chart

  • How to Visualize:
    • For a quick overview, create a KPI card that shows the Training Cost per Employee by dragging the relevant measure to the Text section.
    • Alternatively, you can use a gauge chart (if you want to show performance against a target) by selecting the Pie Chart or Bullet Graph visualization type in Show Me.
  • Goal: This visualization gives an at-a-glance view of the training costs per employee, helping to track budget efficiency.

12.3.4 Skill Improvement Rate

Visualization: Stacked Bar Chart

  • How to Visualize:
    • Use a stacked bar chart to show the proportion of employees showing skill improvement after training.
    • Drag Skill Improvement Rate to the Columns shelf and Training Program to the Rows shelf.
  • Goal: This visualization will show the direct impact of training programs on employees’ skill development and identify successful programs.

12.3.5 Employee Retention Rate After Training

Visualization: Line Chart or Bar Chart

  • How to Visualize:
    • Drag Employee Retention Rate After Training to the Rows shelf and Training Program or Time Period to the Columns shelf to create a line chart or bar chart.
    • This will show how well training programs are contributing to employee retention over time.
  • Goal: This metric will help evaluate whether training programs improve employee retention.

12.3.6 Training Return on Investment (ROI)

Visualization: Column Chart

  • How to Visualize:
    • Use a column chart to compare the Training ROI for each training program.
    • Drag Training ROI to the Columns shelf and Training Program to the Rows shelf.
  • Goal: This visualization will help assess the financial impact of each training program and provide insights into training cost-effectiveness.

12.3.7 Time to Competency

Visualization: Line Chart or Bar Chart

  • How to Visualize:
    • Create a line chart by dragging Time to Competency to the Columns shelf and Department or Role to the Rows shelf.
    • This will track how quickly employees reach competency after completing training.
  • Goal: This visualization helps evaluate how efficiently employees are progressing to full competency after completing training programs.

12.3.8 Learning Engagement Rate

Visualization: Stacked Bar Chart or Pie Chart

  • How to Visualize:
    • Use a stacked bar chart to show the percentage of employees engaged in learning activities across different departments.
    • Drag Learning Engagement Rate to the Columns shelf and Department to the Rows shelf.
  • Goal: This metric visualization will help you assess how well employees are engaging with learning and development activities across the organization.

12.3.9 Learning Hours per Employee

Visualization: Bar Chart

  • How to Visualize:
    • Create a bar chart with Learning Hours per Employee on the Y-axis and Department or Employee Role on the **X-axis.
  • Goal: This visualization will show how much time employees are dedicating to training and development activities.

12.3.10 Employee Satisfaction with Training

Visualization: KPI Card or Pie Chart

  • How to Visualize:
    • Create a KPI card to show the average Employee Satisfaction Rating for training programs.
    • Alternatively, use a pie chart to display the distribution of satisfaction scores (e.g., 1-5).
  • Goal: This visualization will show how satisfied employees are with the training programs, which can provide insights for improving future training initiatives.

12.4 Hands-on Exercise: Designing Learning and Development Dashboards in Tableau

In this exercise, you will create an interactive L&D dashboard in Tableau by visualizing the metrics discussed above.

12.4.1 Steps:

  1. Prepare Your Data:
    • Import the L&D dataset into Tableau, ensuring it includes fields such as Training Completion Rate, Training Effectiveness, Learning Hours per Employee, etc.
  2. Create Visualizations:
    • Create various visualizations like bar charts, pie charts, line charts, and KPI cards to represent key L&D metrics.
  3. Add Interactivity:
    • Use filters and slicers for Department, Training Program, and Time Period to make the dashboard interactive.
  4. Design the Dashboard:
    • Organize the visualizations logically, ensuring that key metrics like Training Completion Rate and Training ROI are easily accessible.
  5. Publish and Share:
    • Once your dashboard is complete, publish it to Tableau Server or Tableau Online, and share it with HR stakeholders for real-time monitoring and analysis.

12.4.2 Output File for Assignment 4

Learning Dashboard in Tableau