Hr dashboard in excel - gayprelantler

8+ Free HR Dashboard Templates

The drop-down menu list is known for those who work with Excel. HR Analytics Dashboard — Using Shapes The excel shape is such a vector object that we can use freely to make our dashboard presentation more spectacular. Store Sales Excel Dashboard The is a breakdown of staffing numbers by location and cost per FTE. It might also be helpful to mockup your Excel dashboard on a piece of paper.

The HR dashboards are used by the managers to monitor many of the employee-related metrics in a relatively quick way and also at a reasonably high level of success. This can be a useful tool to have a meaningful discussion with the stakeholders on the applications and thus take decisions. Employee turnover, Recruiting, Retention finally Training and Development. How much time do they have to look at this dashboard?

Creating An Excel Dashboard (Explained with Examples & Templates) - What are HR Dashboard Templates? You can see from the chart that September is in focus so the bar shifts to light blue in September and all of the other Charts change to reflect that month.

An Excel Dashboard can be an amazing tool when it comes to tracking KPIs, comparing data points, and getting data-backed views that can help management take decisions. In this tutorial, you will learn how to create an Excel dashboard, best practices to follow while creating one, features and tools you can use in Excel, things to avoid at all costs, and recommended training material. What is an Excel Dashboard and how does it differ from a report? An Excel dashboard is one pager mostly, but not always necessary that helps managers and business leaders in tracking key KPIs or metrics and take a decision based on it. A dashboard is often called a report, however, not all reports are dashboards. For example, if a manager wants to know how the sales have grown over the last period and which region were the most profitable, a report would not be able to answer it. It would simply report all the relevant sales data. These reports are then used to create dashboards in Excel or PowerPoint that will aid in decision making. These dashboards could be static or interactive where the user can make selections and change views and the data would dynamically update. How to Create an Excel Dashboard? Creating an Excel Dashboard is a multi-step process and there are some key things you need to keep in mind when creating it. Even before you launch Excel, you need to be clear about the objectives of the dashboard. Things to Do Before You Even Start Creating an Excel Dashboard A lot of people start working on the dashboard as soon as they get their hands on the data. Below are some of the questions you must have answered before you start building an Excel Dashboard: Q: What is the Purpose of the Dashboard? The first thing to do as soon as you get the data or even before getting the data , is to get clarity on what your stakeholder wants. Be clear on what purpose the dashboard needs to serve. Is it to track KPIs just one time, or on a regular basis? Does it need to track the KPIs for the whole company or division-wise?. Asking the right questions would help you understand what data you need and how to design the dashboard. Q: What are the data sources? Always know where the data comes from and in what format. In one of my projects, the data was provided as PDF files in the Spanish language. This completely changed the scope and most of our time was sucked up in manually culling the data. Here are the questions you should ask: Who owns the data? In what format will you get the data? How frequently does the data update? Q: Who will use this Excel Dashboard? A manager would probably only be interested in the insights your dashboard provides, however, some data analyst in his team may need a more detailed view. Based on who uses your dashboard, you need to structure the data and the final output. Q: How frequently does the Excel Dashboard needs to be updated? If your dashboards are to be updated weekly or monthly, you are better off creating a plug-and-play model where you simply copy paste the data and it would automatically update. I once created a dashboard only to know that my stakeholder was using Excel 2003. Getting the Data in Excel Once you have a good idea of what you need to create, the next steps are to get your hands on the data and getting it in Excel. Your life is easy when your client gives you Data in Excel, however, if that is not the case, you need to figure out an efficient way to get it in Excel. If you have access to a database that stores the data, you can create a connection and update indirectly. Once you have the data, you need to clean it and standardize it. For example, you may need to get rid of , , remove blanks and errors, and so on. In some cases, you may even need to restructure data for example say you need to. These steps would depend on the project and how your data looks in Excel. Outlining the Structure of the Dashboard Once you have the data in Excel, you will know exactly what you can and can not use in your Excel dashboard. As a best practice, I create a simple outline in PowerPoint along with additional notes. It also helps as the stakeholder may suggest changes that would add more value for him. Again, you may have one or more than one sheet for calculations. Excel Table - The Secret Sauce of an Efficient Excel Dashboard The first thing I do with the raw data is to convert it into an. Excel Table offers many advantages that are crucial while creating an Excel dashboard. To convert tabular data into an Excel table, select the data and go to Insert tab and click on the Table icon. Even if you get additional data, you can simply add it to the table without worrying about the formulas getting screwed up. This is really helpful when I create plug-and-play dashboards. Important Excel Functions for Dashboards You can create a lot of good interactive Excel dashboards by just using. It allows me to do complex calculations when there are many variables. For example, suppose I have a sales dashboard and I want to know what were the sales by the rep Bob in the third quarter in the East region. I can simply createa SUMPRODUCT formula for this. I use IFERROR extensively to hide errors in the dashboard and many times in the raw data as well. These will slow down your workbook. If you have some additional formulas in the calculation sheet, remove these while finalizing the dashboard. Interactive Tools to Make Your Excel Dashboard Awesome There are many interactive tools that you can use to make your Excel dashboard dynamic and user-friendly. For example, if you have 100 rows of data, you can use a scrollbar with only 10 rows in the dashboard. For example, suppose I have a training dashboard and I am the company's CEO, I would want to look at the overall company dashboard. But if I am the sales head, I would only want to look at the performance of my department. In such a case, you can create a dashboard with checkboxes for different divisions of the company. You can use these drop-down selection to update the dashboard. For example, if you are showing data by department, you can have the department names in the drop down. Using Excel Charts to Visualize Data in an Excel Dashboard Charts not only make your Excel dashboard visually appealing, but also make it easy to consume and interpret. While a lot of experts advise against using a pie chart, I would suggest you use your discretion. If your audience is used to seeing pie charts, you may as well use these. For example, you can show the sales figure as a column chart and growth as a line chart. A sparkline is a tiny chart that resides in a cell and can be created using a data set. These are useful when you want to show a trend over time and at the same time save space on your dashboard. Here is a detailed guide on creating and using Sparklines in Excel. For example, if you have sales data, you can highlight the year with lowest sales value in red. You can browse through some of my. Also, if you want to get more advanced in Excel charting, I recommend you visit the blog by Excel charting expert. Here are some of the things I recommend you avoid while creating an Excel dashboard. Again these would vary based on your project and stakeholder but are valid in most of the cases. Remember the objective of the dashboard is to help identify a problem or aid in taking decisions. I often ask myself if something is just good to have to absolutely must have. The I go ahead and remove all the good-to-haves. You can use this dashboard to track KPIs of various companies and then use bullet chart to deep dive into the individual company's performance. If you're interested in learning how to create this KPI dashboard -. You can also watch the videos on how these are created it's a 3 part series : In this dashboard, you will learn how to use VBA in Excel dashboards. In this dashboard, the details of the games update when you double click on the cells on the left. It also uses VBA to show a help menu to guide the user in using this dashboard. You can read more about this dashboard.

Now, when you select different buttons on your slicer, your chart will change dynamically. National Excel Dashboard The following Excel dashboard has a heat map of Australia which changes according to the selection made in the drop down. If you have some additional formulas in the calculation sheet, remove these while finalizing the dashboard. The first part of the article deals with the theory of Excel dashboard design, with some pictorial examples of Excel dashboards I have created for CPA Australia. Note that most of them are high-level metrics as they provide hr dashboard in excel organizational overview. The dashboards spins on a combo box beside the map of England. This is really helpful when I create plug-and-play dashboards. Do you want to add a lot of small charts or a couple big charts. You can also check. In the blog post I will give some examples of in cell charting using the Rept formula. Do you want to color-code similar charts?.