How to Construct an Excel HR Reporting Dashboard

Why Should You Attend:

Microsoft Excel dashboards are powerful tools that summarize spreadsheet data to render a concise overview of critical business metrics. Dashboards provide an excellent and succinct way to share a “snap shot" view of key performance indicators (KPIs) for both small businesses and enterprise-level organizations. This training program will highlight Excel tools you can use to create dashboards in place of expensive software.

At the conclusion of the webinar, attendees will be able to create interactive Excel HR reporting dashboards that update at the click of a button. From a typical employee database you will learn how to instantaneously create Pivot Tables and Pivot Charts to create vivid interactive dashboards that display typical HR metrics and statistics such as:

• Number of Employees
• Average Age of Employees
• Avg. Length of Service of Employees
• Number of Male Employees
• Number of Female Employees
• Number of Male or Female Employees by Dept.
• Age Grouping
• Length of Service (LOS) Grouping
• Top Ten Salaries
• Average Salary by Gender
• Average Salary by Department

Recommended prerequisites: Basic understanding of Excel Charts and Excel Pivot Tables.

Learning Objectives:

• How to transform an HR database into dynamic Excel dashboards
• 5 critical key features of good dashboards
• Best practices for dashboard design for HR reporting – change data to meaningful information
• How to use Excel features to build interactive, user-defined HR dashboards
• What is a navigational menu and how to construct it using Excel
• What HR graphs to use and how to arrange multiple graphs on an HR dashboard
• Determining which HR KPIs will be grouped and used in your dashboard
• Summarize HR key metrics and display in dashboard format using Excel
• How to use Date Arithmetic to determine age groups and length of service (LOS)
• Grouping dates with Pivot Tables and Time Slicer
• Excel Hyperlink (to jump from dashboard to database)
• Dashboard charting design and techniques - General
• How to design dashboards from Pivot Tables and Pivot Charts
• Dashboard design principles: dos and don’ts
• Conditional formatting - Icons
• Create and use a Slicer by HR department
• Create and use a Slicer by gender
• Understand and use Date Arithmetic, Group Dates and use with Slicers and Excel Timeline tool
• Build an optimum dashboard for at-a-glance analysis and analytical trouble shooting
• Simple Excel techniques to make powerful dashboards

Areas Covered in the Webinar:

• Dashboard design guidelines - Best practices for HR performance and reporting
• Creating HR Key Performance Indicators (KPIs)
• Very rapidly creating PivotTables, PivotCharts and Slicers to create interactive dashboards
• Adding linked Tables, Charts and Slicers (filters) to the data model
• Graphical presentation of business performance measures - Best practices
• Leverage visual analysis for striking visual displays and greater impact
• Choosing color and typography – making all charts the same size and alignment
• Select visualizations that best communicate the message your KPI needs to convey
• Choose the right chart for your data - which type of chart will best display your data
• Improving the user experience – professional-level navigations via links and filters
• Fully interactive - the user can filter data and change the view themselves
• Displays, key trends, comparisons and data graphically or in small tables
• Instant dashboard navigation back to database
• Reviewing the completed dashboard

Who Will Benefit:

• Financial professionals including CFOs, controllers, accounting and finance managers and staff, financial analysts, budget directors and staff, CPAs, auditors, administrators and managers
• HR professionals and administrators and recruiters with a basic knowledge of Excel who want to create HR company dashboards
• CEOs and business owners who want an overview of financial reporting dashboards
• IT professionals who want a dashboard view of HR analytical reporting

Joe Weil
CEO, NCCE

Joe Weil, CPA, M. Acc., is the president of the National Center for Continuing Education (NCCE), a Tallahassee based nationwide financial training firm. With over 25 years’ experience, Mr. Weil has led over 400 seminars on Excel and financial topics and several highly acclaimed webinars on the same topics. He is a former corporate controller, former state agency director of auditing, and a former municipal CFO.

Mr. Weil earned his Master of Accounting Degree at Florida State University. His training clientele include Harley-Davidson, Hewlett-Packard, Oracle, Deloitte, Florida Power and Light, Motorola, National Institute of Science and Technology, and many others.

Topic Background:

The hallmark of an interactive, data-driven dashboard is the ability to see and understand data at the speed of thought. This webinar training will deliver the skills you need to design well-planned Excel dashboards that present answers to questions in real-time, render visually striking displays, turn insight into action, help accomplish your firm’s objectives and improve your Excel skills. Foundation courses for this intermediate level Excel webinar include an understanding of Excel Charts and a basic knowledge of Excel Pivot Tables.

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