Before You Begin

This 10-minute tutorial shows you how to expand the HR Attrition project to create visualizations and narrate insights about employee voluntary resignations.

Background

In analyzing the human resources data, you discover that attrition over the past 3 months is primarily due to resignations rather than planned retirement or involuntary termination. You are tasked with finding the root cause. In your anlysis, you noticed that the most common reason cited for resigning was Career Progression, followed by Compensation.

To further investigate the resignations, you add employee performance and salary data to the HR Attrition project to see if any patterns emerge.

What Do You Need?

• Access to Oracle Analytics Cloud or Oracle Analytics Desktop
• Download taleo_pay_perfjw.xlsx to your computer
• Access to the HR Attrition project

Analyze Employee Performance

1. Sign in to Oracle Analytics Cloud or Oracle Analytics Desktop.
2. On the Home page, enter HR Attrition in the Search bar, and click Search.
3. In the HR Attrition project, select the Action Menu, and select Open.
4. In the Data Elements pane, click Add , and then click Add Data Set.
5. In Add Data Set, click Create Data Set. In Create Data Set, click Drop data file here or click to browse, select the taleo_pay_perfjw.xlsx file, and then click Open.
6. Use the scroll bar to look over the columns in the data source. Wait for the loading data indicator to stop, and then click Add.
7. In the Prepare page, select the Tenure Months column, click Number , and then select Attribute.
8. In Properties, click Number Format , click Auto in the Number Format row, and then select Number. In the Separator row, click the number without the comma.
9. To see the connections between the data sets, click Prepare, click Data Diagram, and then click the 2.

   The data sets are connected on Employee ID and Hire Date.

   

Visualize Employee Performance

1. Click Visualize. In the HR Attrition project, click Add Canvas .
2. In Canvas 2, click the menu , select Rename, enter Employee Performance, and then click the check .
3. In the Data Elements pane, expand the taleo_pay_perfjw data set. Hold down the Ctrl key, select Employee ID, Perf Rating 100, and # Tenure Months. Right-click and select Create Best Visualization.
4. Click the Explain Termination Type canvas. Select the Termination Type filter menu , and then select Pin to All Canvases. Click the Employee Performance canvas.
5. In the Data Elements pane, from the taleo_pay_perfjw data set, drag Salary to the Size category. Drag Termination Reason from the terminations_workers_details data set to the Color category.
6. In Properties, click Auto in the Title row, select Custom, and then enter Employee Perf Rating, Tenure, and Salary. Click Save.

   

Create Visualizations to Detect Patterns

1. In the Data Elements pane, hold down the Ctrl key, select # of Terminations and Termination Reason from the terminations_workers_details data set, and then select Job Level from the taleo_pay_perfjw data set.
2. Right-click, select Pick Visualization, and then select Horizontal Stacked.
3. In the Grammar panel, move Termination Reason from Values X-Axis to Color.

   

4. In the horizontal stacked bar visualization, select Career Progression, and then click Save.

   Career progression is also selected in the scatter visualization showing connections in the data.

   

Create an Insight

1. Click Narrate.
2. Drag Employee Performance from Canvases to Drag a Canvas Here to Begin.
3. In the Employee Performance canvas, click menu , and then select Rename Page. In the page title, enter Top Performers.
4. Click Add Note . In Note, enter Recent top performers are leaving for career progression reasons. Click Save.
5. (Optional) Click Present. Click the X in the upper right-hand corner to close Present and return to Narrate.

   

Want to Learn More?

• Capture Insights