HR Reporting: Combining Multiple Reports with Ease!
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
Welcome to The HR Edge! Every week, we bring you the latest in HR Insights, Tech tips, cutting-edge AI tools, and actionable steps designed to give HR and Payroll professionals a competitive advantage.
I've spent countless hours trying to merge multiple reports into one cohesive document – it's exhausting!
Combining data from multiple sources into a single document is a critical skill for HR professionals. Here are a few examples where this practice is needed:
- Integrating Retirement Account Records with Payroll Data: We often need to merge data from retirement account vendors with payroll records to verify that contributions and deductions are correctly recorded and balance out.
- Consolidating Performance Reviews with Training and Development Records: To effectively manage employee development, HR must combine performance review data with records of training programs attended by employees.
- Combining Employee Satisfaction Surveys with Turnover Rates: By merging data from employee satisfaction surveys with turnover rates, we can identify trends and potential issues within the workforce.
Step-by-Step Guide to Combining Reports
Combining multiple HR reports into a single pivot table can seem complex, but following a process makes it easier. Here’s a quick guide to get you started:?
(See Video Demonstration Below)
?Step 1: Prepare Your Data
- Consolidate all relevant data into one Excel workbook as separate sheets. This might include data like attendance records, performance metrics, and payroll information.
- Create a Table for EACH sheet by pressing (Ctrl + T) or (Insert > Tables > Table).? This ensures Excel can determine where you are pulling the data from.
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Step 2: Create a Pivot Table
- Navigate to the ‘Insert’ tab and click on ‘PivotTable.’
- Remember to check "Add this data to the Data Model" to activate all the tables.
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Step 3: Define Your Data Relationships
- If your data comes from different sheets, you'll need to use the ‘PivotTable Analyze’ tab and select ‘Relationships’ to link your data through common fields such as employee IDs or department names.
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Step 4: Customize Your Report
- Use the pivot table to explore different views by dragging and dropping fields to different areas.
- Apply filters to focus on specific departments, time frames, or other relevant factors.
- Customize the calculation options in the value fields to summarize data by sums, averages, counts, or other relevant statistics.
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By following these steps, you can combine data from multiple HR reports, providing comprehensive insights that support decision-making.
Sometimes it's easier if you see it…check out the video demonstration below:
Combining reports shouldn’t be a daunting task. With the right techniques, you can transform individual reports into a single, powerful document that speaks volumes.
Remember, the goal is to work smarter, not harder!
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The ChatGPT Prompt I Can't Live Without...
ChatGPT helps me to work more efficiently. I use this prompt almost daily:
"Here is the final version of [my employee-all email]. Please review for flow, grammar, and spelling: [paste text here]"
This way, I catch my own mistakes -- before someone else does.
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