I was asked to build a report which would show my company's organization, from Officer to Base level. I'm use to creating reports representing more specific/smaller data-sets and am unsure how to best design this report. I have all of the information I need within two dashboards, which I recreated in Tableau Public 9.3. The formatting/colors/etc. are NOT the same and my report looks much nicer than what you see... but the locations of all the sheets on the dashboards is 95% accurate. I have omitted some smaller details since I had to recreate everything and did not have the time to make it look 'pretty'. Maybe someone here can help?!
*Due to the information being sensitive, I have compiled my own list of false data to represent what I am working with. The columns I've left in the Excel file represent my most important columns of information needed.*
The report was requested to be visually interactive, from the highest level to the lowest level, so that the officers could see what type of resources they have within their organizations. The Hierarchy goes:
Officer > Managing Director > Director > Senior Manager > Manager > Employee (Name column)
Each Name has two roles assigned to it, as well as a department, location, information about the employees location, and employment type. Due to the inaccuracy of the Location data within my Company's system, I CANNOT use any geo map to represent the data. I work for a large company and the data has unfortunately been left to rot over time due to poor input processes (cleaning the data is the next step, once we see how bad it really is).
The second dashboard shown is the lowest level shown, wand all of the columns you see are needed within the lowest-level of detail. Did I mention I really, really dislike pie charts? I cannot believe how many pie charts I had to use on this and how stumped I am at designing it better. Any recommendations on design would be super appreciated. My faux spreadsheet is attached in case anyone wanted to give it a go or anything. Once again, the data I created only represents the hierarchy in the simplest of manners and has no value.
Side note #1: I have a filter where if you click on pie chart, it filters the rest. This is how the report is used to breakdown the hierarchy from top-to-bottom. Once you have your selections made, you can hover over one of the selections and click on the 'Show Roster' link/filter. That will navigate you to the second dashboard.
Side note #2: I have a button on my real second dashboard that moves the user back to the main dashboard. This was not included as I became incredibly lazy towards the end of designing this ugly recreation. My Public workbook is really jsut meant to show the position of my sheets and the hierarchy.
If you have questions please let me know... and especially if you have recommendations!
sample_headcount.xlsx 117.3 KB