Microsoft Excel: Creating an effective and balanced KPI Dashboard for HR Professionals

Dashboards are an important part of managing and reporting on Human Resources. They form the basis of informed decision making and business insights. Dashboards have a variety of uses from keeping management and stakeholders informed about business or project updates to tracking problems to providing KPI’s and other metrics to managing talent.

As with any communication or decision-making tool, presentation and design is as critical as functionality. This training focuses on what you need to know to create an interactive professional-looking dashboard using Excel.  

WHY SHOULD YOU ATTEND?

This training will provide you with a solid foundation that you can use to build your own dashboards and reports.

AREA COVERED

• Best practice for setting up data sources
• Using Pivot Tables to summarize data
• Visual communication using charts
• Using formulas to create summaries
• Creating interactive filters with Slicers
• Automating the dashboard with a simple macro
• Using protection to prevent accidental changes

LEARNING OBJECTIVES

• Learn how to create a stunning, interactive professional-looking dashboard using Excel
• Learn how to make the dashboard maintenance-free when new data becomes available
• Learn how to create the pivot tables needed to drive the dashboard
• Learn how to create great looking visuals
• Learn how to automate elements of the dashboard with a macro
• Learn how to prevent accidental changes to the dashboard

WHO WILL BENEFIT?

This webinar is for any user of Excel who wants to learn how to create Excel dashboards. You should have an intermediate level of Excel knowledge and preferably know how to create a basic pivot table.

The training will be delivered using Excel 2016 for Windows. However, much of the functionality is available in Excel 2013 and 2010.