Powering HR Insights - Leveraging PowerBI, Python, and R for HR Data Analytics
Peter Sigurdson
Professor of Business IT Technology, Ontario College System | Serial Entrepreneur | Realtor with EXPRealty
Hello HR professionals,
In today's digital era, making data-driven decisions is imperative to ensuring success in Human Resources.
The ability to gather, analyze, and interpret data helps us refine our HR strategies, be it for talent acquisition, employee engagement, or retention.
And with tools like PowerBI, Python, and R, the world of data is at our fingertips. Here's how we can harness the potential of these platforms.
Open Source Data Sources for HR Practice:
Before you dive into the analytics, it's crucial to have good datasets to practice on. Here are three open-source HR datasets:
Kaggle's HR Analytics Dataset: This dataset contains information about employee satisfaction, last evaluation, number of projects, and more. It's an excellent resource for predicting employee turnover.
Accessing Kaggle's HR Analytics Dataset:
Accessing Kaggle's HR Analytics Dataset involves a few steps. Here's a step-by-step guide on how to do it:
- Create a Kaggle Account: If you don't already have a Kaggle account, you'll need to create one. Go to Kaggle's website and sign up using your email address or a third-party account like Google or Facebook.
- Search for the Dataset: Once you're logged in, you can use the search bar at the top of the page to search for the HR Analytics Dataset. There are several HR Analytics datasets available on Kaggle, such as the IBM HR Analytics Employee Attrition & Performance dataset, the HR Analytics Case Study dataset, the Human Resources Data Set, and the HR Analytics: Employee Promotion Data. Choose the one that best suits your needs.
- Access the Dataset: Click on the dataset you're interested in to access its main page. Here, you'll find information about the dataset, including its description, content, and usage.
- Download the Dataset: On the dataset's main page, you'll find a "Download" button. Click on this button to download the dataset to your local machine. The dataset will be downloaded as a zip file, which you'll need to extract to access the data.
- Use the Dataset: Once you've downloaded and extracted the dataset, you can use it for your data analysis or machine learning projects. The dataset will typically be in a format like CSV or Excel, which can be easily imported into data analysis tools like Python's pandas library or R.
Kaggle is a platform renowned for its vast collection of datasets and data science competitions. To access the HR Analytics Dataset on Kaggle, start by navigating to the Kaggle website. If you don’t have an account, you’ll need to sign up for one—it's free! Once logged in, use the search bar to look for "HR Analytics" or a related term. Browse through the search results to find the dataset that best fits your needs. Upon selecting the desired dataset, you'll be directed to its main page where you can get a brief overview, explore the data, and download it. Typically, the data can be downloaded as a CSV file, which is easily imported into most data analysis tools and platforms. Always remember to respect the terms of use for any dataset you access on Kaggle, ensuring you use the data responsibly and ethically.
UCI Machine Learning Repository's Adult Dataset: Though not strictly an HR dataset, it contains demographic details, education, and occupation. It can be useful for compensation analysis or understanding workforce demographics.
Using UCI Machine Learning Repository's Adult Dataset for HR Applications:
Introduction: The UCI Machine Learning Repository's Adult Dataset, commonly referred to as the "Census Income" dataset, includes data extracted from the 1994 Census database. With features relating to demographics, education, and occupation, this dataset can offer valuable insights for HR professionals.
Relevant Features:
- Age: Useful for understanding age distributions within a workforce.
- Workclass: Identifies employment type (e.g., Private, Self-emp-not-inc, State-gov).
- Education & Education-num: Educational qualifications and their numerical representation.
- Occupation: The role or job title of the individual.
- Race and Sex: Useful for diversity and inclusion metrics.
- Hours-per-week: Indicates work commitment, useful for distinguishing between part-time and full-time roles.
- Income: Categorized as either ">50K" or "<=50K", this gives an indication of salary brackets.
HR Applications:
- Compensation Analysis:Salary Bands: Using the 'Income' feature, analyze how many employees fall into different salary brackets and compare this with industry standards.Role vs. Pay: Correlate 'Occupation' with 'Income' to understand if certain roles are typically under or over-compensated.Education vs. Pay: Assess whether educational qualifications lead to higher salaries within your organization.
- Workforce Demographics Analysis:Age Distribution: Understand the age makeup of your workforce. Are there more millennials? Baby boomers?Diversity Metrics: Using 'Race' and 'Sex', understand the diversity spread within the organization.Educational Distribution: Using 'Education', see what qualifications most employees hold.
- Work Commitment Analysis:Using 'Hours-per-week', analyze the distribution of part-time vs. full-time employees.Correlate 'Hours-per-week' with 'Occupation' to see which roles demand longer hours.
Accessing the Dataset:
- Navigate to the UCI Machine Learning Repository website.
- Use the search functionality to look for the "Adult" or "Census Income" dataset.
- Once on the dataset page, you can download the dataset, usually provided in a .data format or .csv, which can be imported into your preferred analysis tool.
Though not originally intended for HR applications, the UCI Adult Dataset provides ample data for HR-driven analyses.
It's a testament to the adaptability of datasets, illustrating how with a bit of creativity, data from one domain can provide insights in another. Always remember to interpret with care, considering the dataset's origin and the context in which it was collected.
Below is a sample Python code to work with the UCI Adult Dataset using the pandas library for data manipulation and seaborn for visualization.
pythonCopy code
# Import necessary libraries
import pandas as pd
import seaborn as sns
import matplotlib.pyplot as plt
# Define column names for the dataset
column_names = ['age', 'workclass', 'fnlwgt', 'education', 'education-num', 'marital-status',
'occupation', 'relationship', 'race', 'sex', 'capital-gain', 'capital-loss',
'hours-per-week', 'native-country', 'income']
# Load the dataset
data = pd.read_csv("https://archive.ics.uci.edu/ml/machine-learning-databases/adult/adult.data", names=column_names, sep='\s*,\s*', engine='python')
# Preliminary data exploration
print(data.head())
# Visualize the distribution of age
plt.figure(figsize=(10, 5))
sns.histplot(data=data, x='age', kde=True)
plt.title('Age Distribution')
plt.show()
# Visualize the distribution of education levels
plt.figure(figsize=(14, 6))
sns.countplot(data=data, x='education', order=data['education'].value_counts().index)
plt.title('Distribution of Education Levels')
plt.xticks(rotation=45)
plt.show()
# Visualize the distribution of occupations
plt.figure(figsize=(14, 6))
sns.countplot(data=data, x='occupation', order=data['occupation'].value_counts().index)
plt.title('Distribution of Occupations')
plt.xticks(rotation=45)
plt.show()
# Analyze average hours-per-week based on education
plt.figure(figsize=(14, 6))
sns.barplot(data=data, x='education', y='hours-per-week', order=data['education'].value_counts().index)
plt.title('Average Hours-per-week by Education Level')
plt.xticks(rotation=45)
plt.show()
# Analyze income based on education
plt.figure(figsize=(14, 6))
sns.countplot(data=data, x='education', hue='income', order=data['education'].value_counts().index)
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plt.title('Income Distribution by Education Level')
plt.xticks(rotation=45)
plt.show()
# NOTE: You can expand this analysis further based on other attributes or combinations.
This code provides a basic analysis on the dataset. You can further refine the visualizations, add more analysis, or implement machine learning techniques to predict outcomes like income based on other factors.
HR Metrics and Analytics Dataset: A dataset containing metrics such as time-to-hire, cost-to-hire, turnover rate, etc. Great for beginners to understand key HR metrics.
Utilizing the HR Metrics and Analytics Dataset for HR Insights:
Introduction: The HR Metrics and Analytics Dataset can serve as a foundational tool for HR professionals aiming to delve into data-driven decision-making. Key metrics, such as time-to-hire, cost-to-hire, and turnover rate, provide a quantitative measure of HR's effectiveness and efficiency. Analyzing these metrics can aid in strategy refinement and performance improvement.
Key Features of the Dataset:
- Time-to-Hire: Duration taken to move a candidate from the application stage to the onboarding stage.
- Cost-to-Hire: Total cost incurred during the recruitment process, from advertising the vacancy to training the selected candidate.
- Turnover Rate: Percentage of employees leaving the organization in a specific time frame.
- Employee Satisfaction: Often gauged through surveys, this metric provides insights into the overall happiness and contentment of the workforce.
- Performance Ratings: Evaluation scores or ratings assigned to employees based on their performance.
- Training Hours: Number of hours dedicated to training an employee.
- Promotion Rate: Percentage of employees who received promotions in a specific period.
Applications:
- Recruitment Efficiency:Analyze Time-to-Hire to ascertain the efficiency of the recruitment process. A prolonged hiring process might deter potential candidates.Assess Cost-to-Hire to determine if resources are being used optimally during the hiring process.
- Retention Analysis:Delve into the Turnover Rate to understand the retention challenges. A high turnover rate can be costly and may indicate underlying issues like low employee satisfaction or inadequate compensation.
- Employee Development:Assess Training Hours to ensure employees receive adequate training, correlating it with performance metrics.Examine the Promotion Rate to ensure career advancement opportunities within the organization.
- Employee Satisfaction & Performance:Analyze Employee Satisfaction scores and find correlations with other metrics. For instance, is there a relationship between satisfaction scores and turnover rates?Use Performance Ratings to identify top performers and potentially design tailored development programs for them.
Sample Python Code to Work with This Dataset:
Assuming the dataset is available in a CSV format, we can use Python with pandas for basic analysis:
pythonCopy code
# Import necessary libraries
import pandas as pd
import seaborn as sns
import matplotlib.pyplot as plt
# Load the dataset
data = pd.read_csv("path_to_HR_Metrics_and_Analytics_Dataset.csv")
# Preliminary data exploration
print(data.head())
# Visualize distribution of Time-to-Hire
sns.histplot(data=data, x='Time-to-Hire', kde=True)
plt.title('Time-to-Hire Distribution')
plt.show()
# Visualize distribution of Cost-to-Hire
sns.histplot(data=data, x='Cost-to-Hire', kde=True)
plt.title('Cost-to-Hire Distribution')
plt.show()
# Analyze turnover rate by department (assuming a 'Department' column exists)
sns.barplot(data=data, x='Department', y='Turnover Rate')
plt.title('Turnover Rate by Department')
plt.xticks(rotation=45)
plt.show()
# ... continue with other analyses as per requirements ...
Conclusion: The HR Metrics and Analytics Dataset offers a comprehensive overview of key HR metrics, assisting professionals in understanding and optimizing HR functions. As always, while the data provides insights, it is the interpretation and actionable steps derived from these insights that truly make a difference.
Here's a step-by-step workflow for conducting data analysis using Power BI:
Power BI Data Analysis Workflow:
- Data Collection & Import:Begin by gathering all the relevant datasets you wish to analyze.Launch Power BI Desktop.Click on "Get Data" in the Home tab. Choose your data source type (e.g., Excel, SQL Server, CSV). Locate and select your dataset and then click on "Load".
- Data Transformation & Cleaning (Power Query Editor):Once your data is loaded, click on "Edit Queries" to open the Power Query Editor.Here, you can perform various transformations:Remove duplicates.Filter out irrelevant data.Rename columns.Convert data types.Handle missing values.After making all necessary transformations, click "Close & Apply" to apply the changes.
- Data Modeling:Define relationships between tables if you have more than one table. Go to the "Model" view by clicking on the "Model" icon.Set up primary and foreign keys.Create calculated columns or measures using DAX (Data Analysis Expressions) as needed.
- Data Visualization:Go to the "Report" view.Drag and drop fields onto the report canvas.Select the type of visualization (e.g., bar chart, line chart, table) from the Visualizations pane.Customize the visual by adding titles, changing colors, and setting up filters.Use the "Drillthrough" feature to create detailed sub-reports.Arrange visuals logically, and consider using "Pages" to organize your report by themes or sections.
- Insights Discovery:Use the "Q&A" feature to ask natural language questions about your data.Utilize the "Insights" option to automatically find patterns in your data.
- Creating Dashboards (Power BI Service):Once your report is ready, you can publish it to the Power BI Service. Click on "Publish" from Power BI Desktop.In the Power BI Service, you can pin visuals from your report to a dashboard.Dashboards provide a consolidated view and allow for real-time monitoring.
- Sharing & Collaboration:In Power BI Service, share your reports and dashboards with colleagues.Set up scheduled data refresh to ensure your report is always up to date with the latest data.Use "Workspaces" to collaborate on reports with your team.
- Feedback & Iteration:Solicit feedback from stakeholders and end-users.Continuously refine and iterate on your report to ensure it remains relevant and actionable.
Power BI provides an end-to-end solution, from data ingestion to sharing insights.
Always start with a clear understanding of the business questions you want to answer, and let those questions guide your analysis.
As you get more familiar with Power BI, you'll find it's a powerful tool for turning data into actionable insights with the added benefit of seamless sharing and collaboration features.
Using PowerBI to prepare an Informatics Data Report on several coupled datasets:
- Data Import: Start by importing your chosen dataset into PowerBI Desktop.
- Data Cleaning and Transformation: Use the Power Query Editor in PowerBI to clean and transform your data, ensuring it's in the correct format for analysis.
- Visualization: Use PowerBI's drag-and-drop functionalities to create charts, graphs, and tables. For HR data, consider visualizations like:Turnover Rate by DepartmentEmployee Satisfaction vs. PerformanceAverage Tenure by Role
- Sharing and Collaboration: Once you're satisfied with your report, publish it to the PowerBI service so that it can be shared with stakeholders or team members.
Using Python and R to prepare an Informatics Data Report on several coupled datasets:
Python:
- Data Import:pythonCopy codeimport pandas as pd data = pd.read_csv("path_to_your_dataset.csv")
- Data Cleaning:pythonCopy code# Drop any NA values, as an example: data.dropna(inplace=True)
- Analysis:pythonCopy code# For instance, finding average employee satisfaction: avg_satisfaction = data['satisfaction'].mean()
- Visualization: Use libraries like Matplotlib or Seaborn to create visualizations.pythonCopy codeimport seaborn as sns sns.boxplot(x="department", y="satisfaction", data=data)
R:
- Data Import:RCopy codedata <- read.csv("path_to_your_dataset.csv")
- Data Cleaning:RCopy code# Removing NA values, as an example: data <- na.omit(data)
- Analysis:RCopy code# For instance, finding average employee satisfaction: avg_satisfaction <- mean(data$satisfaction)
- Visualization: Use ggplot2 for visualizations.RCopy codelibrary(ggplot2) ggplot(data, aes(x=department, y=satisfaction)) + geom_boxplot()
In Conclusion:
Data analytics is not just for data scientists. As HR professionals, we can leverage these tools to drive insights, make informed decisions, and contribute strategically to our organizations. Whether you're a PowerBI enthusiast, a Python geek, or an R lover, there's something for everyone in the world of HR data analytics.
Happy Analyzing!
If you found this blog helpful, feel free to share, comment, and connect. Let's foster a data-driven HR community together!
Note: Always ensure that you are working with anonymized and compliant data. Respect privacy regulations and guidelines when handling personal and sensitive information.