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HR Descriptive Analytics with Excel

The document outlines key Excel functions and techniques for descriptive analytics in HR, including data management, cleaning, and validation. It covers attendance and payroll calculations, performance analysis, HR dashboards, and metrics forecasting. Additionally, it highlights commonly used data visualization methods for HR metrics such as employee demographics, recruitment analytics, and turnover trends.

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0% found this document useful (0 votes)
12 views9 pages

HR Descriptive Analytics with Excel

The document outlines key Excel functions and techniques for descriptive analytics in HR, including data management, cleaning, and validation. It covers attendance and payroll calculations, performance analysis, HR dashboards, and metrics forecasting. Additionally, it highlights commonly used data visualization methods for HR metrics such as employee demographics, recruitment analytics, and turnover trends.

Uploaded by

harshanshiva05
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd

HRA

Module 3
Descriptive analytics in HR

• Key excel functions – VLOOKUP, INDEX, SUMIF, AVERAGEIF, COUNTIF,


etc. Creation of HR dashboards, storyboarding. Pivot table, charts and
tables, slicers. HR data visualization – Data mapping, Scatter chart, bar
charts, data merging and blending.
Data Management & Lookup

• VLOOKUP() – Searches for a value in a column and returns a


corresponding value from another column.
• HLOOKUP() – Similar to VLOOKUP but searches in rows instead of
columns.
• INDEX() – Returns the value of a cell within a specified range.
• MATCH() – Returns the relative position of a value in a row or column.
• XLOOKUP() – A modern replacement for VLOOKUP and HLOOKUP
(available in newer Excel versions).
Data Cleaning & Validation

• TRIM() – Removes extra spaces from text.


• CLEAN() – Removes non-printable characters from text.
• PROPER() – Capitalizes the first letter of each word.
• LOWER() / UPPER() – Converts text to lowercase or uppercase.
• LEN() – Counts the number of characters in a text string.
Attendance & Payroll
Calculations
• DATEDIF() – Calculates the difference between two dates (useful for
tenure calculation).
• NETWORKDAYS() – Calculates the number of working days between
two dates.
• TEXT() – Formats numbers and dates into specific formats.
• IF() – Performs logical tests (e.g., determining overtime eligibility).
• IFERROR() – Handles errors in formulas by returning a specified value.
• ROUND() / ROUNDUP() / ROUNDDOWN() – Rounds numbers to the
nearest whole number or decimal place.
Performance & Employee
Analysis
• COUNT() / COUNTA() – Counts the number of numerical or non-
empty cells.
• COUNTIF() / COUNTIFS() – Counts the number of cells meeting one or
multiple conditions (e.g., how many employees have exceeded their
targets).
• SUM() / SUMIF() / SUMIFS() – Sums values based on one or multiple
conditions (e.g., total salary of employees in a specific department).
• AVERAGE() / AVERAGEIF() / AVERAGEIFS() – Calculates the average
based on conditions (e.g., average performance rating in a
department)
HR Dashboards & Reports

• CONCATENATE() / CONCAT() – Joins multiple text strings into one


(useful for merging employee names and IDs).
• TEXTJOIN() – Joins multiple text strings with a delimiter.
• LEFT() / RIGHT() / MID() – Extracts parts of a text string (useful for
extracting employee ID prefixes).
• NOW() / TODAY() – Returns the current date and time.
HR Metrics & Forecasting
• TREND() – Predicts future values based on historical data.
• FORECAST() – Estimates future values based on existing trends.
• RANK() – Determines the rank of a value within a list (useful for
performance ranking).
• PIVOT TABLES – An essential tool for summarizing and analyzing large
datasets in HR.
Commonly used HR data
visualization

•Employee Demographics – Pie charts or bar graphs showing age, gender, and diversity metrics.
•Recruitment Analytics – Funnel charts for candidate pipelines, time-to-hire trends.
•Employee Performance – Heatmaps for skill assessments, performance scores.
•Turnover & Retention – Line graphs showing retention trends, reasons for attrition.
•Compensation & Benefits – Comparative bar charts for salary distribution.
•Workforce Productivity – Dashboards tracking attendance, project completion rates.
•Engagement & Satisfaction – Sentiment analysis with word clouds or survey scores.

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