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For Tableau users in HR, to discuss HR Analytics, to share best practices in Tableau, and to globally share documents.
Shilpa Yakalaspur
Sep 3, 2025, 1:51 PM
What is the best way to ensure a HR dashboard does not help identify an individual using the summary data displayed.

We are building a demographics HC dashboard in Tableau Cloud. We have multiple levels of org structure in the view and in some cases the department is really small such as 5-10 employees. Combining this with the department name it is possible to know who that person is. When we do this kind of reporting in excel, if the count is less than 10, we just replace that with <10. However as the views in Tableau are dynamic so we cannot do this - what is the best way to address this scenario please?

2 answers
  1. Esther Aller
    Sep 4, 2025, 10:21 PM

    Hey @Shilpa Yakalaspur​ In the attached workbook I used 2 calculated fields to replace small numbers with a "< 10" message. You can combine the logic into one calculation but that would require that you convert the numbers into text with the STR() function. Turning numbers into text is finicky, so I don't recommend it.

     

    Hope that helps!

    Esther Aller

     

    If I helped, please mark the question as answered :D

    hiding low numbers.twbx
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Tableau Community Forums Member (Inactive) (Member of the Tableau Community Forums at Salesforce)
Jul 24, 2024, 5:42 PM
How can I get dashboard used for Tableau webinar?

I want to interact with the dashboard used here (Tableau 101 for HR: Headcount tracking, compensation, and attrition). Where can I find the file or similar files to this?

1 answer
  1. Tableau Community Forums Member (Inactive) (Salesforce)
    Jul 25, 2024, 7:52 AM

    @Akshara Athirala​ 

    From what I can see reading through the comments, the link to the actual dashboard used in the presentation is no longer active.

    However, you can browser Tableau Public and search for Hr / Headcount dashboards which might help inspire you further https://public.tableau.com/app/search/vizzes/hr .

     

    In fact today's Viz of the Day is an HR dashboards https://public.tableau.com/app/profile/iaroslava/viz/HRDashboard_17194096809750/OVERVIEW

     

    Donna Coles

    Tableau Forums Ambassador & Visionary

     

    Note - If this response resolves your problem, please remember to mark 'Select as Best' to help others using the forums too.

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Tableau Community Forums Member (Inactive) (Member of the Tableau Community Forums at Salesforce)
Aug 10, 2021, 5:37 PM
Does anyone know any HR dataset resources I can use for the practice Tableau dashboard to answer people analytics questions?
2 answers
  1. Ciara Brennan
    Aug 11, 2021, 1:24 PM

    Kaggle and data.world often have good datasets you can use. Another option would be to check Tableau Public for inspiration!

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Tableau Community Forums Member (Inactive) (Member of the Tableau Community Forums at Salesforce)
Mar 11, 2022, 10:27 AM
How do I calculate headcount between two dates using a dynamic date prompt?

I have a single table of employee data, that contains every employee, and all of their employment history (so multiple rows per person in many cases, for each change in role, grade etc) with the start and end dates of the changes to their employment (position start date, position end date).

 

I need to find a way of calculating what the headcount was on any given date, so that I can for example graph headcount over time - I have created a calculated field that can do this for one specific date:

 

If 

[position_date_from] <= TODAY()

AND 

[position_date_to]>= TODAY()

THEN

[main_position_flag]

ELSE

0

END

 

But what I really need is for date bit to be dynamic - so that I can return the headcount at any given month end say, without having to create a whole new calculated field for each month end. I have tried adding a calendar table to my data, and suspect that somehow that may be the answer, but I have not been able to get that to work.

 

I've added a dummy data set to show the basic format of the data - for someone to be considered 'active' on any given date their position start date must be less than or equal to the selected date, and their position end date must be greater than or equal to the current date.

 

Any help you can offer would be much appreciated.

 

Thanks

Ed

DummyDataSet.xlsx
2 answers
  1. Esther Aller (Tableau)
    Mar 24, 2022, 4:57 PM

    @Ed Uff​  Check out Displaying Active Records Over Time. I recommend options 1 or 2, which both restructure the data so that every employee has at least one record per month from when they started a position to when they stopped. There is also a calculations only option.

     

    Please @ me in replies otherwise I won't receive a notification. Vote for more notification options

     

    Hope this helps :)

    What do you think of the new Community Forums? Let us know!

    (Be sure to tag your ideas as 'community') 

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Tableau Community Forums Member (Inactive) (Member of the Tableau Community Forums at Salesforce)
Dec 20, 2021, 10:13 PM
Reference line based on annual turnover

Hi there, I want to show employee turnover by department in the form of a bar chart (yellow tab in attached workbook). I'd like to also include a reference line that shows the overall company turnover for the selected year. However, I can't tell if this is possible. Right now the line I have refers to the average turnover of the three departments, but this obviously isn't the same as the company turnover for the year (red tab). I've found some content online about reference lines, but nothing in the context of employee turnover.

 

Is what I'm after even possible? Thanks!

Reference line.twbx
1 answer
  1. Anand "Andy" Chandarana
    Dec 27, 2021, 5:04 PM

    I believe reference lines will only generate output based on the level of detail included in the view itself (Department in this case). I didn't see anything in the Tableau documentation on reference lines to have them leverage row-level data instead. Answering with a couple of workarounds I might use instead:

    The first sticks with a single year and shows columns for each Department (adding a Row Total produces the same "average" as the reference line) next to the overall value calculated at the row-level in a separate view.

    The second way I would do this is if I wanted to show the row-level overall turnover trend as a reference point for the departments is to duplicate the turnover measure and use a dual-synchronized axis - once with Departments on the color mark and once without to show the overall turnover.

    Reference line-AKC.twbx
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Tableau Community Forums Member (Inactive) (Member of the Tableau Community Forums at Salesforce)
Sep 16, 2021, 6:37 PM
Calculating Attrition rate and Turnover rate

Hello Everyone! Am new to building business dashboards. I am currently practicing with the ⌗RWFD HR dataset. I am currently stuck on the calculation for Attrition rate and turnover rate. I have been moving in circles for a couple of days now, and assistance will be greatly welcome.

 

The dataset has ID, Hiredate(DATE), and Termination date (DATE & TIME). Any suggested resource for further study will be greatly welcome too.

Human Resources.csv
2 answers
  1. Anand "Andy" Chandarana
    Sep 20, 2021, 2:34 PM

    @Peter Yamak​  I think you'll find this presentation from ⌗TC18 by @Bethany Lyons​ (Tableau)​ extremely helpful. The whole session is great, but she specifically gets into ⌗Turnover ⌗Attrition starting at the ~28min mark: https://www.youtube.com/watch?v=nU9m2BZczkI

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Tableau Community Forums Member (Inactive) (Member of the Tableau Community Forums at Salesforce)
Aug 17, 2021, 3:08 PM
Attrition Rate

Hi everyone,

 

I just started to work on Tableau HR Dashboard in my company and now face the problem calculating attrition rate. I have searched the internet about how it is done. It seems that everyone has their own data format so I can't really use them.

 

What I hope to achieve is as follows:

# of terminations / # average headcount

 

I wonder if it is possible with my dataset(Just normal employee table with hire and exit date). I've attached a sample of my data source. 

 

Appreciate any suggestion!

 

Laurence

Tableau HR Dummy 0817.xlsx
2 answers
  1. Anand "Andy" Chandarana
    Aug 23, 2021, 3:09 PM

    @laurence su​ - I think you'll find this presentation from ⌗TC18 by @Bethany Lyons​ extremely helpful. The whole session is great, but she specifically gets into ⌗Turnover ⌗Attrition starting at the ~28min mark: https://www.youtube.com/watch?v=nU9m2BZczkI

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Ciara Brennan
Apr 25, 2025, 9:42 AM

📌 Useful Links

youtu.be

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Tableau Community Forums Member (Inactive) (Member of the Tableau Community Forums at Salesforce)
Aug 1, 2024, 3:49 AM
How can I calculate attrition using window avg of previous year?

I want to calculate the attrition using the formula:

No. of exits in the current year / Avg. headcount of previous year

 

I calculated the avg headcount of 2023 using window avg. Now I want to use this as fixed value for denominator. The numerator will be count of exit Emp ID from 2024.

3 answers
  1. Anand "Andy" Chandarana
    Aug 8, 2024, 7:33 PM

    @Akshara Athirala​ - For what it's worth, I would recommend matching the periods involved in both parts of your attrition rate. For example:

    • No. of exits in the current year / Avg. headcount of current year
    • No. of exits in the previous year / Avg. headcount of previous year
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