Introduction

This specialized training course in Dashboard Modeling for HR Professionals focuses on utilizing Microsoft Excel to transform complex personnel data into actionable insights through effective data visualization techniques. The program is designed to help HR professionals consolidate, analyze, and present personnel talent data, providing a comprehensive view of workforce metrics to inform strategic planning and budgeting for the upcoming year.

In an era where data is abundant but often underutilized, this course equips you with the skills to leverage HR data effectively, ensuring that you can derive meaningful insights that support organizational decision-making. Moving beyond traditional spreadsheets, this training emphasizes the creation of interactive dashboards and reports that are both informative and visually engaging.

Course Objectives

By the end of this course, participants will:

• Gain a fundamental understanding of data visualization principles and best practices for dashboard modeling.
• Develop basic analytical skills to mine people-related data and extract valuable insights.
• Learn how to transform raw data into dynamic visualizations that clearly communicate key messages.
• Acquire hands-on experience in building interactive dashboards focused on HR metrics such as Headcount, Training, Performance Indicators, and Individual Records.
• Master advanced Excel techniques for automating tasks and streamlining processes, allowing you to save time and increase efficiency.
• Learn how to import, model, and organize data in Excel to create comprehensive, dynamic dashboards.

Course Outline

Day 1: Introduction to Excel Dashboards and Reports

• Overview of Dashboards and Reports: Definition and Purpose
• Principles of Effective Dashboard Design
• Best Practices for Tabular Report Design
• Enhancing Reports with Custom Number Formats and Conditional Formatting
• Using Symbols to Improve Report Clarity
• Building Dashboards with the Camera Tool
• Introduction to Sparklines and Customization Techniques

Day 2: Data Visualization with Charts

• Trend Analysis Using Charts
• Highlighting Top and Bottom Rankings
• Creating Histograms for Relationship and Frequency Tracking
• Variance and Performance Charts
• Bullet Graphs for Comparative Analysis
• Using Dynamic Labels and Text Formulas for Enhanced Communication

Day 3: Data Modeling for Dashboards

• Building a Data Model for Effective Dashboard Creation
• Best Practices for Data Modeling in Excel
• Understanding Internal Data Models and their Structure
• Integrating External Data into Your Dashboard
• Introduction to Power Query for Data Transformation

Day 4: PivotTable-Driven and PowerView Dashboards

• Creating PivotTable-Driven Dashboards
• Overview of PowerView for Interactive Dashboards
• Visualizing Data with Animated Maps

Day 5: Building Interactive Controls

• Introduction to Form Controls for Enhanced Dashboard Interactivity
• Using Checkboxes to Toggle Chart Series On/Off
• Option Buttons for Dynamic View Switching
• Implementing Buttons for User Interactivity
• List Boxes and Combo Boxes for Controlling Multiple Charts and Data Points

Conclusion

Upon completing this course, you will have the practical skills needed to build sophisticated, interactive HR dashboards that provide clear, data-driven insights. You'll be equipped with the tools to automate processes, optimize time management, and create visualizations that enhance decision-making across all areas of human resource management.