Power BI HR Insights Dashboard: Workforce Analysis and KPIs

Download and unzip a zip file containing all class files, including the dataset, the background created from scratch, resources file, and PDFs for the Power BI HR insights dashboard course.

Create a Power BI HR insights dashboard visual that compares active, terminated, and on-leave employees year over year, with green or red indicators and DAX calculations, using the provided dataset.

Define project objective and business questions, then load, transform, and clean data; create a date and calendar table for time intelligence, relate them to HR data, and write DAX measures.

Learn how to convert HR data from PDFs into Power BI KPI cards showing total, active, terminated, and on-leave employees with year-over-year comparisons.

Navigate the Power BI interface, switch views, and connect to data sources such as Excel. Use Power Query to clean and transform HR data before loading to a dashboard.

Transform and clean data in power bi using power query: remove nulls, set headers, merge first and last names into a full name with proper capitalization.

Transform and clean a gender column and levels in Power BI using Power Query, including replace values, conditional columns, and data types for measures and a calendar table.

Create a calendar table in Power BI using calendar auto, add year and month name columns with format, and relate it to the date of joining for HR data.

Create a total employees measure with count rows in Power BI, build a disconnected table, and filter the slicer to show only years with employment for year over year comparison.

Explore how to calculate the previous year in Power BI using dateadd or sameperiodlastyear, handle year gaps, and build a measure that returns the nearest prior year with employment data.

Learn to build a Power BI card and year-over-year analysis by calculating current and previous employee totals, creating growth rate measures, and displaying a percentage variance with plus/minus indicators.

Create a measure that returns 1 when total employees percentage is positive, otherwise 0, then apply dynamic red-green conditional formatting to highlight results.

Replicate dax for active employees guides building and organizing measures to track active, on-leave, and terminated staff in a power bi hr dashboard, including growth rate and conditional formatting.

Replicate DAX for terminated employees by copying and pasting measures, organizing them in folders, and applying conditional formatting to validate yearly results.

Replicate DAX for on leave employees within the Power BI HR insights dashboard by creating measures, adjusting layout, and applying color rules that show green increases and red decreases.

Enhance Power BI KPIs by adding a subtitle that shows which years are compared, such as 2024 versus 2023, and use a reusable DAX measure to drive the title.

Design a Power BI HR insights report that shows demographics and departmental distribution, including gender and nationality, with both percentage breakdowns and actual values.

Create a gender distribution visualization in Power BI HR insights dashboard by using measures for total employees, male and female, and the percentage of male employees in a donut chart.

Create a switch in a Power BI HR insights dashboard to display either percentages or actual values for male and female employees, using a measure with selected value.

Explore creating a dynamic percentage of grand total in the Power BI HR insights dashboard using all and allselected, toggling between percentage and value with data labels and department slicers.

Learn how to remove a filter from a table in Power BI to show nationality-based HR insights, using dynamic titles and percentage visuals for KPIs.

Create a new measure in Power BI to build a dynamic title by counting distinct nationalities and concatenating with countries to show total employees, driven by year filters.

Learn to format and arrange Power BI charts for an HR insights dashboard by shaping KPI cards, slicers, and tables, adjusting fonts, colors, backgrounds, borders, and labels for year comparisons.

Format slicers in Power BI dashboards by adjusting visibility, layout to two columns, borders, fills, colors, and states. Add a title and a sidebar to switch between dashboards for review.

Build a compensation earnings page using the same data, group prior DAX into a folder, start fresh with the data, and create a new DAX folder for this page.

Create a Power BI HR insights dashboard visual that compares total earnings, salary payouts, and bonuses year over year, using currency formatting, KPI cards, and green/red performance indicators.

Create a new measure in Power BI to calculate total earnings by summing base salary, bonus, overtime, housing allowance, and transport allowance.

Explore overtime calculation in Power BI HR insights by creating a calculated column that pays 10% of base salary when overtime status is Y, then sums the results.

Learn to derive previous year total earnings in Power BI HR Insights Dashboard by creating DAX measures for total earnings, percentage growth, and values, organized in folders with conditional formatting.

Create and format a Power BI HR card, apply precise number formatting and conditional coloring, and sync the previous year slicer to support payroll KPIs like salary, overtime, and bonuses.

Explore building a Power BI HR insights salary dashboard that sums base pay, overtime, and bonus into total salary payout, computes payout percentage, and compares to last year.

Calculate total bonus and overtime pay, establish previous-year differences and conditional formatting in a Power BI HR Insights dashboard, then apply currency formatting and growth indicators.

Design and implement a Power BI HR report that shows salary payout by department, dynamic job titles, and KPIs such as total earning, overtime pay, and bonuses, with interactive controls.

Learn to build Power BI visuals and switchable measures using a field parameter to compare total earnings, salary payout, overtime, and employee bonuses in interactive charts.

Master selecting and adjusting colors in Power BI reports to create cohesive palettes, vary shades for highlights, and use Adobe Color to ensure contrast with the background.

Build a dynamic Power BI table, choose normal or metrics, add job title and total employees, create an average salary measure with averagex and values, and format headers.

Create a highlight and top selector table in Power BI by switching between measures (avg salary, employees) with a color switch and sorting, plus a dynamic top parameter via dropdown.

Convert a calculated column to a reusable measure in Power BI to enable dynamic table headers and switch between earnings, salary payouts, overtime pay, and bonuses in an HR dashboard.

Learn to rank job titles by different measures in a Power BI HR insights dashboard using DAX RankX, ALL, and CALCULATE, with a dynamic switch measure and slicer to auto-sort.

Create dynamic conditional formatting in Power BI by building measures that highlight top job titles by average salary using a color switch linked to slicers.

Create a background, merge the two pages into one report, and maintain a clean, modern layout with consistent formatting, clear labeling, and a professional color scheme after project approval.

Add a new page, arrange visuals with slicers, adjust formatting to highlight top six metrics, and export the background as a PNG for use in Power BI.

Format and tidy the Power BI HR insights dashboard by aligning visuals, adjusting axis and background, and applying consistent colors. Create a dynamic title and export a clean png.

Create a dynamic title for a Power BI HR insights dashboard by using DAX measures, selected value, and switch logic with variables to reflect the current slicer selection.

Use the same exact picks, group every measure you have written previously into a dedicated folder, create a new folder, and name the page retirement and succession planning.

Create a Power BI HR insights dashboard that tracks employee count, new hires, and upcoming retirements by year, with retirement dates calculated as joining year plus 35 for full-time staff.

Learn to calculate new hires this year in Power BI with a DAX calculate measure that filters by year and pairs with the total employees KPI.

Power BI HR insights dashboard builds a future retirements KPI using a next-year parameter, counts retirements by year, and shows no employees are due for retirement for the chosen year.

Create a dynamic title in the Power BI HR insights dashboard that shows upcoming retirement years using variables and an if function, displaying retirement in 2029.

Build a Power BI hr insights dashboard to identify employees retiring in a chosen year, using a prep table and slicers to show name, department, title, level, gender, and status.

Explore building a Power BI HR insights dashboard to analyze upcoming retirements, using a dynamic measure to count terminated employees scheduled to retire by year, with slicers and interactions.

Design a Power BI HR insights dashboard by updating background and implementing transparent text, using measures to manage empty selections, and refining visuals for clear workforce KPIs.

Create a Power BI dashboard that analyzes workforce demographics and tenure, with visuals for employees by age group, by year at company, and by years before retirement, showing percentage distribution.

Create a new calculated column using date diff and today to compute each employee's age at the company, then group into 0–1, 2–3, 4–7, 12–22, and 23 plus.

Create a Power BI column to compute years before retirement for active or on-leave employees using retirement date and an if condition, with date difference and blank filtering.

Organize and create a Power BI HR dashboard background, duplicating and aligning elements, then export a PNG and set a retirement KPI alert for 180 employees by 2029.

Develop a dynamic Power BI measure to show employees retiring next year using an if function, and enable navigation to an upcoming retirement view with a back button.

Explore practical page navigation in a Power BI HR insights dashboard, using a page navigator, slicers, back buttons, color customization, and lockable objects to create reliable, interactive workforce KPIs.

Explore inspiration for your next dashboard by reviewing Excel and Power BI templates, including expenses and patient visit dashboards, and download fresh pbix or Excel dashboards for new ideas.