HR Analytics with Power BI Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends HR Managers, HR Business Partners and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-HM-134

Before you join: Participants should understand common HR processes such as recruitment, employee records, absence, performance or learning, and should be comfortable working with tables in Excel or similar spreadsheet software.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

HR teams hold data on headcount, hiring, turnover, absence, performance, learning and pay, yet many reports remain static spreadsheets that answer only basic questions. Managers need timely evidence for workforce decisions: which business units face retention risk, where recruitment bottlenecks occur, how absence patterns affect capacity, and whether workforce outcomes differ across employee groups. Producing trusted answers requires more than attractive charts; it requires sound metrics, controlled data preparation and clear interpretation.

This course teaches HR professionals how to turn HR data into decision-ready Power BI reports and dashboards. Participants define HR measures, assess source-data quality, prepare tables with Power Query, build relationships in a data model and create calculations using Data Analysis Expressions (DAX). The course covers workforce, recruitment, attrition, absence, diversity, performance and learning analytics, with attention to privacy, aggregation and responsible interpretation. Participants learn to select visuals that fit a management question, identify meaningful patterns and communicate limits alongside findings.

Instructor-led sessions combine concise technical briefings with HR cases, guided report construction, peer review and application planning. Participants work with realistic HR datasets and develop a reusable HR analytics dashboard specification, metric dictionary, data-quality checklist and report design pattern. The course is delivered over five days in classroom locations in more than 50 cities or live online, with approximately 6.5 contact hours each day. Participants receive a certificate of completion.

The course suits HR managers, HR business partners, people analysts and HR operations specialists who need to build or improve Power BI reporting. It also serves reporting analysts moving from Excel-based HR reporting into governed self-service analytics.

What you will be able to do

  • Define workforce metrics using clear formulas, denominators, time periods and ownership rules
  • Prepare HR source data with Power Query transformations and documented data-quality checks
  • Build a Power BI HR data model using fact tables, dimensions and relationship rules
  • Write DAX measures for headcount, turnover, absence, recruitment and workforce movement analysis
  • Design management dashboards using appropriate visuals, drill-through paths and exception indicators
  • Analyse attrition, recruitment and absence patterns using segmented HR data and trend measures
  • Apply privacy, access-control and aggregation principles to sensitive people data
  • Produce an HR analytics implementation plan with report priorities, governance roles and adoption measures

Benefits of attending

For you

  • Build credible HR dashboards without relying solely on central reporting teams
  • Explain headcount, turnover and absence measures with consistent calculation logic
  • Identify data-quality weaknesses before they distort management decisions
  • Present workforce patterns through focused visuals and defensible narrative
  • Create a practical roadmap for an HR analytics reporting portfolio

For your organisation

  • Reduces manual spreadsheet consolidation for recurring HR management reports
  • Improves consistency of workforce metrics across HR, finance and business units
  • Provides earlier visibility of turnover, absence and recruitment risks
  • Supports controlled access to sensitive employee data through report governance
  • Gives managers clearer evidence for workforce planning and talent decisions

Course modules

10 modules over 5 days

Participants can frame HR analytics questions and define controlled metrics for management reporting.

  • Decision questions translated into measurable workforce, talent and service indicators
  • HR metric dictionary structure: definition, formula, owner, source and refresh cycle
  • Headcount, FTE and employee population measures distinguished precisely
  • Turnover formulas: voluntary, involuntary, regretted and rolling annual turnover
  • Metric denominators selected using average headcount and exposure periods
  • GDPR principles applied to employee data minimisation, purpose and access
  • RACI roles for metric approval, data stewardship and report ownership

Participants can assess HR data sources and document controls for reliable analysis.

  • HRIS, applicant tracking, payroll and learning system data mapped
  • Grain defined for employee snapshots, contracts, events and requisitions
  • Data profiling checks for duplicates, missing values and invalid dates
  • Employee identifier matching across systems using controlled join rules
  • Effective-dated records interpreted for organisational and job history
  • Data-quality scorecard covering completeness, validity, consistency and timeliness
  • Exception log designed for unresolved source-data and definition issues

Participants can prepare repeatable HR datasets using Power Query transformations.

  • Power Query connections created for Excel, CSV and folder-based files
  • Column data types assigned before calculations, joins and model loading
  • Null values, error records and placeholder codes treated consistently
  • Split, merge and conditional columns applied to HR classification fields
  • Append queries used for monthly extracts with aligned column structures
  • Merge queries used to enrich employee records with organisational attributes
  • Query steps documented through meaningful names and applied-step review

Participants can build an HR data model that supports accurate measures and filtering.

  • Star schema separates workforce events from descriptive HR dimensions
  • Date table created for monthly trends, year-to-date and period comparisons
  • One-to-many relationships configured between facts, dimensions and calendar tables
  • Cross-filter direction selected to prevent ambiguous or misleading results
  • Employee, organisation, job and location dimensions structured for analysis
  • Snapshot fact tables compared with transaction tables for workforce reporting
  • Model validation tests reconcile Power BI totals with approved HR reports

Participants can create DAX measures for core workforce and movement indicators.

  • Measures distinguished from calculated columns through evaluation context
  • CALCULATE modifies filters for controlled workforce metric definitions
  • DIVIDE handles ratios and avoids errors from zero denominators
  • Headcount measure counts active employees at a selected reporting date
  • New hires, exits and internal moves calculated from event records
  • Time intelligence compares current periods with prior months and years
  • Measure display folders organise reusable workforce calculation libraries

Participants can design HR dashboards that direct management attention toward decisions.

  • Dashboard audience mapped to executive, manager and HR analyst needs
  • KPI cards show current value, target, variance and comparison period
  • Line charts reveal workforce trends, seasonality and inflection points
  • Bar charts rank departments without obscuring meaningful scale differences
  • Slicers, drill-through pages and report tooltips support controlled exploration
  • Exception thresholds highlight metrics requiring management intervention
  • Narrative annotations state findings, caveats and recommended follow-up questions

Participants can analyse recruitment pipeline performance and early employee outcomes.

  • Recruitment funnel stages defined from requisition approval through accepted offer
  • Time-to-fill calculated using agreed start and end date rules
  • Time-to-hire separated from time-to-fill for clearer process diagnosis
  • Source-of-hire analysis compares volume, conversion and early retention
  • Recruiter workload measured through open requisitions and candidate pipeline volumes
  • Offer acceptance rate segmented by role family, location and source
  • New-hire attrition tracked through agreed thirty-, sixty- and ninety-day periods

Participants can identify workforce patterns that require targeted management review.

  • Attrition cohorts compared by tenure, job family, manager and location
  • Survival curves introduced for analysing retention over employee tenure
  • Absence rate calculated from lost days and available working days
  • Bradford Factor limitations considered before absence scoring is adopted
  • Heatmaps reveal concentrated absence, turnover and vacancy pressure
  • Segmentation rules protect confidentiality for small employee populations
  • Correlation interpreted cautiously without claiming unsupported causal relationships

Participants can report sensitive talent measures with suitable definitions and safeguards.

  • Representation rates calculated by grade, function, location and leadership level
  • Diversity disclosure categories governed by consent, completeness and suppression rules
  • Performance rating distributions assessed for calibration and manager variation
  • Learning participation distinguished from completion, assessment and transfer measures
  • Internal mobility rates calculated from role changes and promotion events
  • Gender pay gap measures separated from equal pay analysis requirements
  • Intersectional reporting designed with minimum group-size and confidentiality thresholds

Participants can publish governed HR reports and plan their adoption by decision makers.

  • Power BI workspace roles assigned for authors, viewers and administrators
  • Row-level security restricts report results by manager or organisational hierarchy
  • Dataset refresh schedules aligned with source availability and reporting deadlines
  • Report certification criteria cover definitions, reconciliation, ownership and refresh status
  • Usage metrics reviewed to identify adopted, ignored and duplicate reports
  • Management briefing structure connects findings, implications, actions and follow-up measures
  • Ninety-day HR analytics action plan prioritises reports, controls and stakeholders

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. HR metric dictionary template
  2. HR data-quality scorecard
  3. Power BI workforce data model
  4. DAX workforce measures library
  5. Management dashboard design checklist
  6. Ninety-day HR analytics action plan

Who should attend

  • HR Managers — need evidence for workforce decisions and executive discussions
  • HR Business Partners — need to interpret people trends with operational leaders
  • People Analysts — need structured Power BI methods for HR reporting
  • HR Operations Managers — need reliable reporting on service delivery and workforce movements
  • Recruitment Managers — need visibility of funnel performance, hiring demand and time-to-fill
  • Reporting Analysts — need to convert spreadsheet-based HR reporting into governed dashboards

Skills and tools covered

HR metric designPower Query preparationDAX calculationsWorkforce dashboard designPeople data governanceHR trend analysis

Tools and standards

Microsoft Power BI, Power Query, Data Analysis Expressions (DAX), GDPR

How the course runs

Training methodology

The course uses short instructor briefings followed by guided Power BI build sessions using realistic HR datasets. Cases examine workforce movements, recruitment pipelines, absence patterns and retention questions faced by HR leaders. Participants review metric definitions, identify data-quality issues, construct report elements and critique dashboard choices in groups. Simulated management requests test how reports should answer a decision question rather than merely display data. Each participant completes application planning for a priority HR reporting need and receives feedback on their proposed approach.

Requirements and prerequisites

Participants should understand common HR processes such as recruitment, employee records, absence, performance or learning, and should be comfortable working with tables in Excel or similar spreadsheet software. Experience producing HR reports is useful. Basic familiarity with Power BI is helpful but not essential; the course starts with data import, transformation and modelling principles before progressing to DAX. Participants do not need programming, statistics, database administration or prior DAX experience. Access to a Windows laptop with Power BI Desktop is strongly recommended for classroom and live online delivery.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

You do not need prior DAX or Power BI dashboard-building experience. You should be comfortable working with spreadsheet tables and understand basic HR processes and terminology.

Bring a Windows laptop with Power BI Desktop installed if possible, plus a charger and access to your organisation's approved training environment. You may bring non-sensitive sample report requirements, but do not bring identifiable employee data unless your organisation has approved its use.

It is designed for HR managers, HR business partners, people analysts, HR operations staff and reporting analysts. It is particularly relevant for professionals replacing recurring spreadsheet packs with governed Power BI reporting.

General Power BI courses commonly use sales, finance or generic operational data. This course uses HR measures, effective-dated employee records, sensitive-data controls and workforce questions such as attrition, absence and recruitment performance.

You can use the metric dictionary, data-quality scorecard and dashboard design checklist to improve a current HR report. The final application plan helps you prioritise a report, agree ownership and identify data or governance gaps.

The course runs from 08:30 to 16:30 each day, providing about 6.5 contact hours daily. Time is allocated across ten modules covering HR metric design, data preparation, modelling, DAX, dashboard design, analytical use cases and report governance.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.