Microsoft Excel: Creating an effective and balanced KPI Dashboard for HR Professionals
Learn to build an interactive, professional HR KPI dashboard in Excel using PivotTables, charts, formulas, slicers, a simple macro and sheet protection.
Speaker
Mike Thomas
Excel trainer · The Excel Trainer · IT trainer since 1989
Overview
Dashboards help HR teams report on the business, inform decisions, keep stakeholders up to date, track problems, present KPIs and other metrics, and manage talent. As with any communication tool, design matters as much as function. This 90-minute Excel KPI dashboard training for HR professionals shows how to build one that is interactive and looks professional.
You'll start with best practice for setting up data sources, then summarize data with PivotTables and formulas and communicate it visually with charts. You'll add interactive filters with slicers, automate the dashboard with a simple macro so it stays current when new data arrives, and use protection to prevent accidental changes.
Why attend: A well-built dashboard turns HR data into insight without hours of manual updates. This training gives you a solid foundation for building your own dashboards and reports. It is for any Excel user who wants to create dashboards. You should have intermediate Excel skills and ideally know how to create a basic PivotTable.
What’s covered
- Best practice for setting up data sources
- Using PivotTables to summarize data
- Visual communication with charts
- Using formulas to create summaries
- Creating interactive filters with slicers
- Automating the dashboard with a simple macro
- Using protection to prevent accidental changes
Who should attend
What you get
About the speaker
Mike has worked in the IT training business since 1989 where his expertise and experience covers designing, delivering training courses, writing training materials and recording and editing video-based tutorials. Although he is a subject matter expert in a range of Microsoft technologies and has worked extensively with Mac OSX and Mac-related software since 2006; however, his passion is for all-things-Excel and in 2012 he founded the website theexceltrainer.co.uk
Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors. In addition to training, he designs and develops Microsoft Office-based solutions that automate key business tasks and processes.
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