Alright so this is the first week that I’ve attempted to build and create a dashboard all the while creating full blown tutorial videos showing you how to create the dashboard from stage 1.  I haven’t received any overly positive responses from my YouTube channel as of yet but I’ll see how valuable this is to you, the readers of my blog.  If you’re loving the idea, please let me know in the comments or support the cause by purchasing a copy of the dashboard for $5. Depending on the response, I may not continue as it is an insane amount of work to put everything together in such a short period of time on a weekly basis.  Should I continue, I’ll be teaching you more and more Excel dashboard techniques that under normal circumstances you would only learn in paid Excel dashboard courses.

That all being said, let’s learn how to build an Excel HR dashboard.  I’ll go through the creation process and simply outline the key points that are really beneficial and that are covered in each video tutorial.  Let’s do this!

 

An Overview of the HR Salary Dashboard

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I wanted to keep this dashboard fairly simple and easy for those of you who may be new to the Excel dashboard world.  It’s just a great way to show you that you don’t necessarily need anything overly complex to accomplish an outcome when you are using Excel.  I decided that I wanted to only use Pivot Tables and Excel slicers in order to control the final dashboard.  The final dashboard report will include top 3/bottom 3 compensated employees, the total number of employees, the cumulative salary of those employees and finally the average salary.  The user control/filter for the dashboard is comprised of 2 different slicer filters, country and department.  This means that you can filter down to country and/or department and display your top/bottom 3 salaries, # of employees, cumulative salary and average salary.  Checkout the overview video below:

 

 

 

How to Create the Pivot Tables That Will Run the HR Dashboard

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In this first tutorial, I’ll show you how to setup your calculations tab/sheet with multiple pivot tables.  Here are some of the key concepts that you’ll learn in this video.

 

 

 

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How to Create Excel Named Ranges for Easy Dashboard References

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In this tutorial you’ll learn how to setup the named ranges that will be used in the final dashboard.  These will interact directly with the Excel shapes.  You can display a value within shapes in Excel which makes it easy to create visually appealing dashboards.

 

 

How to Control and Filter Multiple Pivot Tables at Once

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I wanted to make sure I included the sections on how to setup Excel slicers to filter multiple pivot tables at once.

 

 

 

Setting up the Final HR Dashboard Display

 

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In this tutorial, you’ll learn how to finalize and put together the final dashboard.  I don’t go through every single setup step but I do go through one in full so that you have an understanding of how to setup shapes with references to name ranges.

 

 

 

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Summary

Building a dashboard can sometimes seem like a daunting task.  As you’ve seen in these videos however, there are some tricks that you can use to easily setup a fully interactive Excel dashboard by simply using Pivot Table tools and functionality.

Please leave a comment letting me know your thoughts on the videos and tutorials and if you are really enjoying the lessons, you can support the website by downloading the dashboard.

 

Much love!