HR Metrics: Essential Steps to Build a Dashboard in Excel
Stephanie Adams, SPHR
"The HR Consultant for HR Pros" | LinkedIn Top Voice | Excel for HR | AI for HR | HR Analytics | Workday Payroll | ADP WFN | Process Optimization Specialist
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I admit, my first HR dashboard in Excel was a complete disaster—it took a real crisis to show me the importance of tracking key metrics.
This week, we’re reviewing the process of crafting an HR dashboard that tracks critical data and tells the story of your employees.
Whether you’ve been in HR for years or just starting out, this step-by-step process will help you turn all that raw data into clear actions you can actually use.
Step 1 – Gather Your Data:
Start by collecting all the HR data that's crucial for your dashboard. This includes HR reports that detail the data you want to summarize and visualize. Make sure to include a complete “data dump” report that contains all necessary employee information, allowing you to filter and summarize by hire date, location, department, manager, and more. These reports will be integrated into your Excel workbook.
Step 2 – Create a Summary Tab:
In the 'Summary Tab,' use pivot tables, formulas, and functions to compress and simplify the raw data. This tab will form the core from which key figures are pulled into your dashboard. All necessary calculations will be carried out on this tab, ensuring a streamlined process for data analysis.
Step 3 – Design Wireframe:?
Sketch out a 'Wire Frame' to outline your dashboard's layout. Here, you'll decide how and where each piece of data will be displayed. For creative inspiration on organizing and designing your dashboard, consider exploring visuals on Pinterest.
Step 4 – Building the Dashboard:
Create the 'Dashboard' tab to begin crafting charts, graphs, and tables that effectively represent your data. Prioritize clarity and simplicity to enhance understanding. Choose complementary colors and avoid overcrowding the page to maintain a clean and accessible design.
Step 5 – Implementing Dashboard Functionality:
Enhance your dashboard by adding filters, slicers, and pivot tables to make it interactive. These tools enable users to view and compare different groups and time periods, providing a dynamic and customizable analysis experience.
Step 6 – Testing and Feedback:
Before deploying your dashboard, conduct tests with a select group of users to gather their feedback. Use their insights to refine and improve the dashboard's functionality and design. Ensure that the reports can be easily updated, allowing the dashboard to refresh automatically with new data.
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Making an HR dashboard in Excel really changes the game. It's not just about simplifying data; it's about transforming how you use that information to make smart choices. Follow these steps, and you'll create a tool that not only shows off the important numbers but also helps guide your big decisions. So, let's get the most out of Excel!
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Creating dashboards in Excel can save you a lot of money, and you'll have more control over the results.
"The HR Consultant for HR Pros" | LinkedIn Top Voice | Excel for HR | AI for HR | HR Analytics | Workday Payroll | ADP WFN | Process Optimization Specialist
3 个月For an extra boost, consider integrating real-time data feeds into your dashboard to keep it constantly updated. It’s all about making data work for you, not the other way around!