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EmployeeDataAnalysis.md

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📊 Employee Data Analysis Assessment

Datasets:

  1. Employee_data
  2. Employee_engagement_survey_data
  3. Recruitment_Data
  4. Training_and_Development_data

  1. Can you create a pivot table to summarize the total number of employees in each department?

Select the Employee_data table: Ctrl + Shift + right arrow key + down arrow key > Insert Tab > Pivot table > Rows field: DepartmentType > Values field: Employee_ID (Summarize value field by Count).

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  1. Apply conditional formatting to highlight employees with a "Performance Score" below 3 in red.
  • Create a column EmployeeName =CONCAT(B2," ",C2)
  • Select Current Employee Rating column > home tab > Conditional Formatting > Highlight Cells Rules > Less than > type 3 and Click OK.

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  1. Calculate the average "Satisfaction Score" for male and female employees separately using a pivot table.
  • Drag-drop the employee_engagement_survey_data into a new sheet in the employee_data workbook.
  • Convert the data into tables
  • add a column 'Satisfaction Score' in Employee_data table with this formula: =VLOOKUP(Table1[Employee ID], employee_engagement_survey_data!A2:E3001, 4, FALSE).
  • Select the range > Insert Tab > Pivot Table > From table/range > New Worksheet
  • Drag GenderCode from Table1 in the Rows field > Satisfaction Score in the values field > value field settings > choose Average

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  1. Create a chart to visualize the distribution of the "Work-Life Balance Score" for different job functions.
  • add a column 'Work-Life Balance Score' in the Employee_data table with this formula: = VLOOKUP(Table1[Employee ID],Table2,5,FALSE)
  • Pivot Table -> Rows: JobFunctions -> Values: Work-Life Balance Score\
  • Select pivot table -> Insert Tab -> Recommended Charts

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  1. Filter the data to display only terminated employees and find out the most common "Termination Type."
  • Pivot Table -> Rows: Termination Type -> Values: Termination type (Count)
  • The most common Termination Type is 'Unk'

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  1. Calculate the average "Engagement Score" for each department using a pivot table.
  • From the employee_engagement_survey_data bring the column to the Employee_data sheet by this formula: = VLOOKUP(Table1[Employee ID],Table2,3,FALSE)
  • Pivot Table -> Rows: DepartmentType -> Values: Engagement Score (Average) image

  1. Use VLOOKUP to find the supervisor's email address for a specific employee.
  • The supervisor's ID is in the recruitment_data sheet, add it to this workplace and make it into a table.
  • Use this formula in the Employee_data sheet: = VLOOKUP(Table1[Employee ID],Table3,8,FALSE)

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  1. Can you identify the department with the highest average "Employee Rating?"
  • Pivot Table -> Rows: DepartmentType -> Values: Current Employee Rating (Average)
  • The Department with the highest average 'Employee Rating' is the Admin Offices.

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  1. Create a scatter plot to explore the relationship between "Training Duration (Days)" and "Training Cost."
  • add the training_and_development_data sheet to the workplace, and make it into a table.
  • Pivot Table -> Rows: Training Duration (days) -> Values: Training Cost (Average)
  • Copy the values of the pivot table and paste it next to it. Select it -> Insert tab -> Scatter Chart

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  1. Build a pivot table that shows the count of employees by "RaceDesc" and "GenderCode."
  • Pivot Table -> Rows: GenderCode & RaceDesc -> Values:EmployeeID (Count)

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  1. Use INDEX and MATCH functions to find the "Training Program Name" for an employee with a specific ID.
  • Write a few IDs as lookup values.
  • In a column next to it, use this formula to lookup the Training Program Name for that employee: = INDEX(Table6,MATCH(K2,Table6[Employee ID],0),3)

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  1. Create a multi-level pivot table to analyze the "Performance Score" by "BusinessUnit" and "JobFunctionDescription."
  • Pivot Table -> Rows: BusinessUnit & JobFunctionDescription -> Values : Performance Score (Count) image

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  1. Design a dynamic chart that allows users to select and visualize the performance of any employee over time.
  • Create a Year column with formula: =YEAR([@StartDate])
  • Pivot Table -> Rows: Year -> Columns: Performace Score -> Filters: Employee ID -> Values: Performance Score (Count)
  • Click on any cell in the pivot table -> PivotTableAnalyze Tab -> Insert Slicer (select employee ID from drop-down).
  • click on any cell in the pivot table -> Insert Tab -> Charts

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  1. Calculate the total training cost for each "Training Program Name" and display it in a bar chart.
  • Pivot Table -> Rows: Training Program Name -> Values: Training Cost (Sum)
  • click on the pivot table -> Insert tab -> Bar Chart

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  1. Apply advanced conditional formatting to highlight the top 10% and bottom 10% of employees based on "Current Employee Rating."
  • Select the Current Employee Rating column -> Home Tab -> Conditional Formatting -> Top/Bottom Rules -> Top 10 % (Green) -> Bottom 10% (Red)

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  1. Use a calculated field in a pivot table to determine the average "Engagement Score" per year.
  • Pivot Table -> Rows: Year -> Values: Engagement Score (Average)

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  1. Can you build a macro that automates the process of updating and refreshing all pivot tables in the workbook?
  • Enable Developer Tab: File -> Options -> Customize Ribbon -> Developer
  • Developer Tab -> Record Macro -> Click on any cell within a pivot table -> PivotTable Analyze -> Refresh All -> Developer Tab -> Stop Recording.
  • Developer Tab -> Insert Button -> Name the button -> Assign Macro

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  1. Create a histogram to understand the distribution of "ExitDate" for terminated employees.
  • Pivot table -> Columns: Years (ExitDate) -> Rows: TerminationType -> Values: Employee ID (Count)

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  • Filtered out 'Unk' while creating a graph

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  1. Utilize the SUMPRODUCT function to calculate the total training cost for employees in a specific location.
  • Using the formula to calculate the total training cost of Erinfort.
  • Formula: = SUMPRODUCT((Table6[Location]="Erinfort")*(Table6[Training Cost]))

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  1. Develop a dashboard that provides an overview of key HR metrics, including headcount, performance, and training costs, using charts and pivot tables.

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