17  Engagement and Satisfaction Dashboards

17.1 Overview of Engagement and Satisfaction Dashboards

An engagement and satisfaction dashboard is a vital tool for organizations to monitor and analyze employee engagement and satisfaction levels. These dashboards leverage survey-based metrics to provide actionable insights into employee morale, workplace culture, and overall job satisfaction.

By using Power BI, organizations can create interactive dashboards that visualize trends, identify problem areas, and evaluate the impact of engagement initiatives. These insights help HR teams design targeted strategies to improve employee well-being and productivity.

17.1.1 Key Metrics for Engagement and Satisfaction

  1. Employee Engagement Index:
    • Aggregated score reflecting overall engagement levels based on survey responses.
  2. Job Satisfaction Scores:
    • Average satisfaction rating for key factors such as work-life balance, growth opportunities, and leadership.
  3. Survey Response Rates:
    • Percentage of employees who participated in engagement surveys.
  4. Engagement by Department:
    • Comparative engagement levels across departments, teams, or locations.
  5. Trend Analysis:
    • Historical trends in engagement and satisfaction metrics over time.

17.1.2 Benefits of Engagement and Satisfaction Dashboards

  1. Actionable Insights:
    • Identify areas where employees are most and least engaged.
  2. Improved Retention:
    • Address satisfaction-related issues to retain top talent.
  3. Data-Driven Strategies:
    • Evaluate the effectiveness of engagement initiatives and refine strategies.

17.1.3 Preliminary Steps for Creating Engagement and Satisfaction Dashboards

Prepare Your Dataset

  1. Data Requirements:
    • Ensure the dataset includes fields such as Employee ID, Department, Survey Response, Engagement Score, Satisfaction Score, and Date.
  2. Clean and Preprocess Data:
    • Remove duplicates and fill missing values.
    • Standardize survey response categories and numerical scores.
  3. Load Data into Power BI:
    • Open Power BI Desktop and connect to the dataset using Get Data.

17.1.4 Visualizing Engagement and Satisfaction Metrics in Power BI

Employee Engagement Index

Visualization: KPI Card
- How to Create: 1. Calculate the average engagement score across all survey responses. 2. Create a KPI Card visualization to display the overall engagement index. - Goal: Provide an at-a-glance view of employee engagement levels.

Job Satisfaction Scores

Visualization: Clustered Bar Chart
- How to Create: 1. Drag Satisfaction Score to the Values field. 2. Drag Department to the Axis field. 3. Use a Clustered Bar Chart to compare satisfaction levels across departments. - Goal: Identify which departments have the highest and lowest satisfaction scores.

Survey Response Rates

Visualization: Pie Chart
- How to Create: 1. Calculate the percentage of responses received versus total invitations sent. 2. Drag Response Status (e.g., Responded, Not Responded) to the Legend field. 3. Drag Employee ID to the Values field and set it to Count. 4. Select a Pie Chart visualization. - Goal: Assess survey participation rates to identify engagement gaps.

Engagement by Department

Visualization: Stacked Column Chart
- How to Create: 1. Drag Department to the Axis field. 2. Drag Engagement Score to the Values field. 3. Add Date to the Legend field to display trends over time. 4. Use a Stacked Column Chart visualization. - Goal: Compare engagement levels across departments and observe trends.

Trend Analysis

Visualization: Line Chart
- How to Create: 1. Drag Date to the Axis field. 2. Drag Engagement Score and Satisfaction Score to the Values field. 3. Use a Line Chart to visualize trends over time. - Goal: Monitor changes in engagement and satisfaction levels over specific periods.

17.2 Hands-On Exercise: Engagement Analysis Using Power BI

Objective

Create an interactive Power BI dashboard to analyze employee engagement and satisfaction metrics.

Step 1: Data Preparation

  1. Import Data:
    • Use Get Data in Power BI to load the dataset containing survey results.
  2. Create Calculated Fields:
    • Engagement Index:
      • Calculate the average engagement score:
Code
Engagement Index = AVERAGE([Engagement Score])
  • Response Rate:
    • Calculate survey response rates:
Code
Response Rate (%) = (COUNTROWS(FILTER(SurveyData, [Response Status] = "Responded")) / COUNTROWS(SurveyData)) * 100

Step 2: Create Visualizations

  1. Overall Engagement (KPI Card):
    • Add a KPI Card with the calculated Engagement Index.
  2. Satisfaction by Department:
    • Use a Clustered Bar Chart with Department as the axis and Satisfaction Score as the value.
  3. Survey Response Rates:
    • Add a Pie Chart with Response Status as the legend and Employee ID as the value.
  4. Engagement by Department:
    • Use a Stacked Column Chart with Department as the axis, Engagement Score as the value, and Date as the legend.
  5. Trend Analysis:
    • Add a Line Chart with Date as the axis and both Engagement Score and Satisfaction Score as values.

Step 3: Add Interactivity

  1. Filters:
    • Add slicers for Department and Date to allow users to filter by specific teams or time periods.
  2. Drill-Through:
    • Enable drill-through to show detailed survey responses for specific departments or time periods.

Step 4: Format and Finalize

  1. Arrange visuals logically, ensuring KPIs and trend charts are prominently displayed.
  2. Use consistent color schemes and clear labels.
  3. Add titles and captions to explain the purpose of each visualization.
  4. Save and publish the dashboard to Power BI Service.