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DWR HR Analytics Dashboard

California Department of Water Resources - HR Analytics System

πŸ“‹ System Overview

The DWR HR Analytics Dashboard is a comprehensive Business Intelligence solution developed to monitor and analyze human resources data for the California Department of Water Resources. The system provides real-time insights on hours worked, compliance risks, and employee distribution.

Pages

4

DAX Measures

25+

Visualizations

15+

Period

2006-2023

πŸ“„ Dashboard Pages

Explore the 4 dashboard pages with real system screenshots. Use the button at the top to switch between Dark and Light modes! Light Mode

πŸ“Š Overview - General View

Main page with consolidated view of all indicators and trends.

Overview Page
Overview Light Mode

πŸ“ˆ Indicator Cards

Total Active

Total active employees in the selected period

Main Metric

Action Required

Employees requiring immediate action (approaching limits)

Alert

Retroactive Adjustments

Total retroactive adjustments required

Financial

Approaching 1500h Limit

Employees approaching the 1500 annual hours limit

Risk

Approaching CalPERS

Employees approaching CalPERS eligibility (1000h)

Benefit

Approaching Salary Increase

Employees approaching salary increase (SISA/MSA)

Compensation

πŸ“Š Charts and Visualizations

1500h Risk Map

Type: Scatter Plot

X-Axis: Total Hours

Y-Axis: Overtime Percentage (OT%)

Purpose: Identify employees at risk of exceeding 1500h with high overtime

Hours Trend (Seasonality)

Type: Line Chart

Period: Monthly (Jan-Dec)

Series: Multiple years (2006-2023)

Purpose: Analyze seasonality and trends in hours worked

Monthly Distribution Q vs NQ

Type: Bar Chart

Categories: Qualified (Q) and Non-Qualified (NQ)

Purpose: Compare monthly distribution between qualified and non-qualified employees

Total Hours by Group and Month

Type: Matrix Table

Rows: Departments

Columns: Months (Jan, Feb)

Values: REG_HRS, OT_HRS

Employee Distribution by OT%

Type: Horizontal Bar Chart

Categories: OT% Ranges (0-10%, 10-20%, etc.)

Purpose: Visualize employee distribution by overtime percentage

πŸŽ›οΈ Available Filters

  • YEAR: Year selection - Supports multiple selection
  • DEPARTMENT: Filter by department
  • Auto Filter: When no year is selected, shows only the last year (2023)

⚠️ Risk Panel - Risk Dashboard

Page dedicated to monitoring employees at compliance risk.

Risk Panel Page
Risk Panel Light Mode

πŸ“Š Risk Tables

EMPLOYEE RISK LIST

Criteria: Employees approaching the 1500h limit

Threshold: β‰₯ 1400h (93% of limit)

Columns: ID, Name, Group, Total Hours, Status

High Risk

RISK SISA/MSA LIST

Criteria: Employees approaching SISA/MSA limits

SISA: β‰₯ 800h (83% of 960h)

MSA: β‰₯ 1700h (88% of 1920h)

Attention

RISK CALPERS LIST

Criteria: Employees approaching CalPERS eligibility

Threshold: β‰₯ 800h (80% of 1000h)

Status: NON-MEMBER only

Benefit

🎯 Risk Indicators

  • Risk 1500h Count: Total employees at risk of exceeding 1500h
  • Risk SISA Count: Total employees approaching SISA/MSA limits
  • Approaching CalPERS: Total employees approaching eligibility
  • High OT% Count: Employees with overtime > 40%

πŸ‘₯ Employee List - Employee Roster

Complete table with all employees and their main indicators.

Employee List Page
Employee List Light Mode

πŸ“‹ Table Columns

Basic Information

  • β€’ ID (PERNR)
  • β€’ Employee Name
  • β€’ Group/Department
  • β€’ Status (MEMBER/NON-MEMBER)

Hours Metrics

  • β€’ Total Hours (YTD)
  • β€’ Regular Hours
  • β€’ Overtime Hours
  • β€’ OT Percentage

Compliance Indicators

  • β€’ 1500h Progress (%)
  • β€’ CalPERS Hours
  • β€’ SISA/MSA Progress (%)
  • β€’ Health Insurance Status

Alerts and Actions

  • β€’ Action Required (Yes/No)
  • β€’ Risk Level
  • β€’ Qualification Status
  • β€’ Retroactive Adjustments

πŸ” Features

  • Sorting: All columns are sortable
  • Search: Search field to filter by name or ID
  • Drill-through: Click on an employee to go to Employee Detail
  • Export: Ability to export data to Excel

πŸ‘€ Employee Detail - Employee Details

Detailed analysis page for a specific employee with all indicators and history.

Employee Detail Page
Employee Detail Light Mode

πŸ“Š Monitoring Gauges

1500H CAP %

Formula: (Total Hours Γ· 1500) Γ— 100

Period: Calendar Year (Jan-Dec)

Colors:

0-60% Green 60-80% Yellow 80-100%+ Red

SISA/MSA %

Formula: (SISA Hours Γ· Limit) Γ— 100

Period: Fiscal Year (Jul-Jun)

Limits: 960h (SISA) or 1920h (MSA)

Dynamic Title: Automatically changes between "SISA %" and "MSA %"

CalPERS %

Formula: (CalPERS Hours Γ· 1000) Γ— 100

Period: Fiscal Year (Jul-Jun)

Purpose: Monitor eligibility for CalPERS retirement

OT %

Formula: (OT Hours Γ· Total Hours) Γ— 100

Period: Calendar Year (Jan-Dec)

Colors:

0-40% Green 40-60% Yellow 60-100% Red

πŸ“ˆ Information Cards

Total Hours

Total hours worked in the selected calendar year

Calculation: REG_HRS + OT_HRS

Regular Hours

Regular hours worked (without overtime)

Period: Calendar year

Overtime Hours

Total overtime hours worked

Period: Calendar year

Health Insurance Status

Health insurance eligibility

Criteria: 480h in 6 months OR 960h in 12 months

πŸ“Š Historical Charts

Hours Trend

Type: Line Chart

Series: REG_HRS, OT_HRS, Total_Hours

Period: Monthly for selected year

Interactivity: Cross-filter with SISA/MSA gauges

Monthly Breakdown

Type: Table

Columns: Month, Year, SISA/MSA, CalPERS, REG_HRS, OT_HRS, Total_Hours

Purpose: Month-by-month breakdown

🎯 Special Features

  • Cross-Filter: Clicking on months in the chart updates SISA/MSA gauges
  • "Last Year" Logic: When selecting multiple years, shows only the most recent
  • SISAβ†’MSA Transition: Gauge detects code change and adjusts title/limit
  • Fiscal vs Calendar Year: Metrics automatically respect correct periods

πŸ”§ Business Rules and Calculations

πŸ“… Periods and Cycles

Calendar Year (Jan-Dec)

Used by:

  • β€’ Total Hours
  • β€’ 1500H CAP
  • β€’ OT%
  • β€’ Regular/Overtime Hours
  • β€’ Health Insurance

Reset: January 1st

Fiscal Year (Jul-Jun)

Used by:

  • β€’ CalPERS
  • β€’ SISA/MSA

Reset: July 1st

Exception: CalPERS MEMBER does not reset

βš–οΈ Limits and Thresholds

1500H CAP

1,500h

Annual limit (calendar)
SISA

960h

Annual limit (fiscal)
MSA

1,920h

Annual limit (fiscal)
CalPERS

1,000h

Eligibility (fiscal)

🎨 Gauge Color Coding

Standard (1500H, SISA/MSA, CalPERS)

0-60% Green - Normal
60-80% Yellow - Attention
80-100%+ Red - Critical

Exception (OT%)

0-40% Green - Normal
40-60% Yellow - Attention
60-100% Red - Critical

OT risk criteria is > 40%

✨ Advanced Features

🎯 Main Use Cases

1. Compliance Monitoring

Identify employees at risk of exceeding legal limits (1500h) and take preventive actions.

2. Benefits Management

Monitor eligibility for CalPERS and Health Insurance, ensuring employees receive appropriate benefits.

3. Cost Control

Analyze overtime distribution and identify cost optimization opportunities.

4. Workforce Planning

Analyze seasonal trends and hours distribution for better resource allocation.

5. SISA/MSA Management

Monitor employee progression in SISA/MSA programs and plan salary increases.

6. Department Analysis

Compare performance and hours distribution across different departments.

🏒 Enterprise Data Management

Robust architecture for data integration, transformation, and security.

πŸ—„οΈ

Database Connection Hub

Enterprise Connectors: Native integration with Oracle Database, SQL Server, Azure SQL, and SAP HANA.

Security: Encrypted connections (SSL/TLS) with support for SSO and MFA authentication.

Direct Query Scheduled Refresh Row-Level Security
⚑

Mapping & ETL Engine

Smart Transformation: Automated data cleaning, type detection, and schema mapping using Power Query M language.

  • β€’ Automatic column mapping
  • β€’ Data validation rules
  • β€’ Error handling & logging
πŸ“‚

Smart File Ingestion

Flexible Import: Drag-and-drop support for CSV, Excel, and JSON files for manual data loads or legacy systems.

  • β€’ Batch processing
  • β€’ Templated imports
  • β€’ History versioning

πŸ“Š Technologies and Tools

Power BI Desktop

Main platform for data development and visualization

DAX (Data Analysis Expressions)

25+ custom measures for complex calculations and business logic

Power Query

ETL and data transformation from original CSV

Data Model

Relationship between Fact_Hours and Dim_Calendar (Star Schema)

πŸš€ Ready to Explore?

Access the complete and interactive dashboard in Power BI

πŸ“Š Access Power BI Dashboard

πŸ’‘ The link automatically changes between Dark/Light mode according to the selected theme

πŸ” User: dwr@v2skm.onmicrosoft.com

πŸ”‘ Password: R/746597754310ul