Dashboard Modeling for HR Professionals

Introduction 

This training on Dashboard Modeling for HR Professionals will address features of Microsoft Excel to turn the data in a meaningful way.

To consolidate and analyze personnel talent, you will have an overall picture of your company personnel talent and know-how to plan your spending next year. This training focuses on HR-related Dashboard and Report usage.

We live in a world that’s drowning in data. Using this data effectively helps in gaining a competitive advantage. However, it’s no longer sufficient to use a multiple-page spreadsheet to present findings about the data.

Course Objectives

• Fundamental understanding of data visualization concepts, principles and best practices, and dashboard modeling.
• Basic analytical approach to mine the people data and gain valuable insights.
• Ability to turn plain and uninspiring information into smart, effective visualizations that powerfully convey ideas.
• Hands-on experience in building interactive dashboards e.g. Head Count, Training, Performance Indicators, Individual Records.
• Advance techniques in MS Excel to automate certain tasks, ultimately, saving loads of time. (allowing to go home early).
• Import and model data in Excel.
• Create interactive control for a dynamic Dashboard.

Course Outlines

Day 1: Introduce Excel Dashboard and Report

• What are Dashboards and Reports?
• Dashboard Design Principles at a Glance.
• Tabular Report Techniques.
• Table Design Best Practices.
• Enhance Report with Custom Number and Conditional Formatting.
• Use Symbols to enhance the report.
• Build a dashboard with the Camera tool.
• Introduce Sparkline.
• Customize Sparkline.

Day 2: The chart on the Dashboard

• Chart for Trending Techniques.
• Top and Bottom Ranking and Emphasizing.
• Relationship and Frequency Tracking Histograms.
• Variance or Performance Chart.
• Bullet Graphs.
• Dynamic Labels and Text Formulas.

Day 3: Data Model for Dashboard

• Build a Data Model.
• Data Model Best Practices.
• Internal Data Model Overview.
• Integrate External Data.
• Power Query Overview.

Day 4: PivotTable Driven and PowerView Dashboards

• PivotTable Driven Dashboards.
• PowerView Dashboard.
• Animate Data on Map.

Day 5: Interactive Controls

• Introduce Form Controls.
• Check Boxes for the Toggling chart series on/off.
• Option Buttons for showing views on the chart.
• Buttons.
• List Boxes for controlling multiple charts.
• Combo Box for Changing chart data.