Tag Archives: report

HR Dashboard Interactive Employee Relations Summary

On an HR Dashboard or Balanced Scorecard it can be useful to show a summary of recent employee relations case work, things like disciplinaries, grievances, long term sickness, redundancies, maternity leave etc. But often a manager only wants to see information for a specific department. If they had all the data that would filter or sort it to their heart’s content, but on an HR dashboard this is just one of many summaries that you are delivering in a small space. So you want to give them a way of selecting the department themselves and seeing only the relevant data, without needing to look in detail at the source data.

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Here are two spreadsheets to help:

XLCalibre HR Dashboard Employee Relations Source
Employee Relations data source
XLCalibre HR Dashboard Employee Relations Summary
Employee Relations summary

How to get set up:

1. Save both files onto your hard drive or network

2. Open the file called XLCalibre HR Dashboard Employee Relations Summary.

3. Enable macros where prompted.

4. Use the Browse button to select the file called XLCalibre HR Dashboard Employee Relations Source.

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Now you’re all set up. Select cell A1 and type a department name (try something like Sales, Finance, IT, Marketing, R&D) – note that it is case sensitive. The list of employee relations cases will change.

And there you have it, an interactive summary for your HR Dashboard. Clearly this could be adapted for any number of uses in HR (reasons for absense, roles recruited, new starters or leavers etc) or other areas like sales (new orders by client, new clients by business development manager etc).

Let me know what you think, it’s great to have feedback. And if you like HR Dashboards, we have other HR Dashboard posts here!

Or, if you’d like to see some wacky macros check out the Just for Fun section!

HR Dashboard Gantt Chart / Traffic Light Report

So you created your HR Dashboard or Balanced Scorecard, and it looks OK. Its got a graph here and a table there. It covers the basics that everyone says you should have, and you’ve put on your company branding to make it look official. But somehow it’s not enough. You want to make it interactive!

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This spreadsheet helps you to show a Gantt chart on your dashboard. Because you’ll have limited space, it’s got scroll bars so that you can move around the chart to see whatever (or whenever) you want. Whatsmore, you can choose the scale of the chart, from day by day, to week or month of the year (not week or month into the project).

You enter the information about your project in the Data tab, and enter the letter R,A or G to indicate the status of each step (a RAG report, or Traffic Light report).

So without further ado, here it is:

HR Dashboard Gantt Chart / Traffic Light Report
HR Dashboard Gantt Chart / Traffic Light Report

All feedback welcomed; there’s always another way of doing things in Excel, so if you can see a better / simpler / easier way, leave me a comment!

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UPDATE: This spreadsheet is based around using the INDEX and MATCH functions together. If you’d like to learn how to do this, there is a walkthrough here that goes through it step by step in the context of calculating UK statutory redundancy repayments. Or, if you’re looking for something else for your HR Dashboard you may want to check out this Hierarchy Chart.

ANOTHER UPDATE: I got feedback that the date format used originally (dd-mmm-yy) caused problems for those using Excel in a language other than English. This was a bit short-sighted of me, so I decided to update accordingly – you can now adjust the date format yourself without editing any formulas.

AND ANOTHER UPDATE! : 1. Before if the month or week number went across the end of the year (past 12 or 52 respectively), the numbers would keep moving up and up, month 13, 14 etc etc. Now the numbers loop back to one. 2. Before if you wanted to add another column in the Data tab it would stop the Gantt chart working (the INDEX MATCH formula used a static column reference to find the start and finish dates and the status), this is now fixed (by using the COLUMNS function to make the reference dynamic). So now you can add as many columns as you like!