Training Dashboard Project

Overview

This project demonstrates the process of cleaning and preparing data using Excel and visualizing the cleaned data in a dynamic dashboard using Tableau. The dashboard focuses on analyzing training-related metrics to provide insights into training performance and effectiveness.

Objectives

• Track the company’s training activities over the course of a year by creating a comprehensive dashboard that monitors training organization, schedules, and progress towards completion.
• Analyze learner data using key metrics such as training hours, completion rates, and demographic factors (e.g., department, age, job title), which helps in understanding how different groups are engaging with training programs.
• Evaluate cost allocation by assessing how the training budget is distributed across various programs and comparing it against key metrics to determine whether the investment aligns with training outcomes and organizational goals.
• Address inefficiencies in resource allocation by providing insights into where resources (both time and budget) are being underutilized or overinvested, helping improve future training strategies and cost-effectiveness.

Analysis Scope

1. Training Performance

• Analyze training completion rates, including on-time vs. delayed courses.
• Compare actual vs. planned participation to identify gaps in engagement.

2. Learner Insights

• Segment learners by demographics (e.g., department, role, age) to uncover participation patterns.
• Evaluate engagement levels and module completion to highlight learning effectiveness.

3. Cost Analysis

• Compare budgeted vs. actual training costs to detect overruns.
• Assess cost per learner and per training hour to measure efficiency.

Tools Used

• Excel:
  • Data cleaning and preprocessing.
  • Transformations and basic analytics.
• Tableau:
  • Dashboard creation and visualization.
  • Publishing dashboard on Tableau Public.

Workflow

1. Data Collection

   • Gather raw training data from internal sources.

2. Requirement Document Creation

   • Define the objectives, scope, and key metrics of the dashboard.
   • Specify data sources, target audience, and any specific needs or constraints.
   • Ensure alignment with business goals and stakeholder expectations.

3. Data Cleaning (Excel)

   • Remove duplicates and irrelevant columns.
   • Handle missing data (e.g., filling, dropping).
   • Standardize column names and data formats.

4. Data Analysis (Excel)

   • Calculate key metrics such as total hours, completion rates, and averages.

5. Dashboard Creation (Tableau)

   • Import cleaned data into Tableau.
   • Create visualizations like bar charts, line charts, and scatter plots.
   • Design an interactive and user-friendly dashboard layout.

6. Insight Generation & Reporting

   • Analyze dashboard outputs to identify issues such as delays, budget overruns, or low completion rates.
   • Create a structured report highlighting key findings and areas for improvement.
   • Propose actionable recommendations for HR and training strategy.

Dataset Description

• Source: Simulated training dataset with fictional employee training data, provided in an Excel file containing three sheets:

  • ListofCourses: Contains details about each training course, including the course name, trainee status, training mode, budgeted costs, and other related information.

    • Key columns:
      • Course Name: Name of the training course.
      • Current Trainees: Number of current trainees in the course.
      • New Trainees: Number of new trainees in the course.
      • Training Mode: The method of delivering the training (e.g., external, internal).
      • Training Time: Duration of the training.
      • Budgeted Training Costs per Participant: The planned cost per participant for the training.
      • Budgeted Training Costs: Total planned cost for the course.
      • Course Code: Unique identifier for each course.
      • Status: The current status of the course (e.g., done, learning).
      • Required Status: Whether the course is mandatory or non-mandatory.
      • Training Type: Type of training (e.g., plan, out of plan).

  • TrainingProgress: Tracks the progress of each training course, detailing the training content, status, actual costs, duration, and other metrics for each employee.

    • Key columns:
      • Course Code: Identifier linking the training progress to a specific course.
      • Employee ID: Unique identifier for the employee.
      • Training Content: The content covered in the training.
      • Status: The current status of the employee's training (e.g., done, learning).
      • Start Date: Date when the training started.
      • End Date: Date when the training ended.
      • Vendor: The external training provider (if applicable).
      • Training Location: Location where the training was held.
      • Country: Country where the training took place.
      • Training Mode: Method used to deliver the training (e.g., online, face-to-face).
      • Training Time Frame: Duration or period for completing the training.
      • Actual Training Costs: The actual cost incurred for the training.
      • Start Time: Time when the training session started.
      • End Time: Time when the training session ended.
      • Duration (Hours/Days): Duration of the training session in hours or days.
      • Number of Days: Total number of days the training took.
      • Total Duration: Overall training duration.
      • Delivery Method: The method used to deliver the training (e.g., online, offline).

  • ListofLearner: Contains demographic and employment details of each trainee.

    • Key columns:
      • Employee ID: Unique identifier for each employee.
      • Employee Type: Type of employee (existing, new).
      • DOB: Date of birth of the employee.
      • Gender: Gender of the employee.
      • Education: Highest level of education completed by the employee.
      • Management Level: The level of management the employee belongs to.
      • Branch: The branch where the employee works.
      • Dept: The department of the employee.
      • Job Title: The job title of the employee.

Key Insights

• Training Progress Dashboard:

  • A significant delay in course completion began in late Q2 due to a sudden increase in the number of courses scheduled during this period compared to the first four months. This overload affected the overall completion rate and training effectiveness.

• Cost Dashboard:

  • The cost overrun rate reached 51%, with actual expenses amounting to 7,164M, exceeding the budgeted 4,742M.
  • 29% of courses (39 courses) surpassed their budgets, with planned courses contributing 2,047M to the overrun and unplanned courses adding 356M.
  • Unplanned courses in office areas accounted for 61% of the cost overrun within this category, highlighting the need for better budget flexibility and foresight for office-based training activities.

How to View the Dashboard

1. Visit the Tableau Public to access the dashboard.
2. Use filters to explore specific training metrics by department, training type, or date range.

Files Included

• Training original data.xlsx: Original raw dataset.
• Training cleanned data.xlsx: Dataset after cleaning and preprocessing.
• Training Dashboard.twbx: Tableau dashboard file.
• Dashboard Requirements Document.pdf: Document outlining the requirements for the dashboard.
• Dashboard Screenshot.pdf: Screenshots of the dashboards.
• Training Report.pdf: Insights of the dashboards
• README.md: This documentation file.

Contact

For any questions or feedback, feel free to reach out to:

• Name: Quang Giang
• Email: [email protected]
• LinkedIn: Lê Quang Giảng