Employee Turnover Analysis Dashboard Tutorial

Overview

• Learn to create an employee turnover analysis dashboard in Excel.
• Suitable for both beginners and experienced users.
• Dashboard provides insights and aids decision-making.

Dashboard Features

Introduction

• HR department manages the dashboard.
• Title and brief description are included.

Analytics

• Total Headcount: 100 employees (2018-2024).
• Slicers: Filter data by department (customer support, finance, etc.).
• Metrics Displayed:
  • Active employees
  • Exited employees
  • Turnover rate: 35%

Graphical Analysis

• Department-wise Turnover: Bar chart showing turnover by department.
• Exit Reason Breakdown: Pie chart illustrating top six exit reasons:
  • Retirement
  • Health issues
  • Termination
  • Personal reasons
  • Better opportunities
  • Relocation
• Trends:
  • Yearly and quarterly turnover trends (2020-2024).
  • New hires vs exits over time with a line chart.
• Tenure Before Exit: Column chart depicting average tenure (1.7 years).
• Status by Gender: Column chart showing active vs exited by gender.

Data Integration

• Data table includes employee details and can accommodate up to 100,000 employees.
• Update data easily; changes reflect automatically.

Pivot Table Instructions

• Steps to calculate total headcount using pivot tables.
• Instructions for linking values to text boxes in the dashboard.

Slicer Setup

• Creating Department Slicers: Steps to insert and customize.
• Design Enhancements:
  • Customize theme, font, and color.
  • Add icons for modern slicer design.

Conclusion

• Access template and data set at other-levels.com.
• Follow along in the next video for further enhancements.

Call to Action

• Like, comment, and share this tutorial if helpful.
• Visit the website for resources and updates.