Excel for People Analytics

3-day training course | In-company

Do you have various Excel sheets with all kinds of data about employees at your disposal but no idea how to link them conveniently? Do you regularly find yourself copying and pasting People data to perform an analysis? Does it take all kinds of cleaning actions to shape your monthly reports? Would you prefer a clear dashboard? Then this training course is for you!

This training will give you the practical tools you need to extract more information more easily from Excel. You will also learn how to let your Excel data speak for itself and how to create interactive visual dashboards that make complex relationships instantly visible. Even for seasoned users, there is still much to learn. After attending this training course, you will be able to use Excel more effectively and efficiently in your work. This 3-day training course will mark an important step forward in your use of Excel.

The real benefit lies in becoming familiar with a number of (sometimes) hidden add-ons in Excel. This training course will teach you how to process data automatically (using Power Query), so that you won’t have to perform the same clean-up actions every month. You will learn to work with complex formulas that cannot be used in ‘regular’ pivot tables but can be entered in Power Pivot (to create super-pivot tables). Afterwards, you will be amazed by the possibilities this extended version of Excel has to offer in your daily work.

You can start using Excel as a database for all your HR data, build beautiful dynamic dashboards with it and update them automatically as new data comes in. This makes Excel an excellent tool for gaining deeper insight into your data. In conclusion: this course will equip you with the necessary toolkit to analyse your own HR data: What are the trends and what are the forecasts for the coming months?

Irma knows how to transfer her vast knowledge of Excel’s applications to her course participants in an approachable way. In a relatively short time, this training provides you with a wealth of opportunities to get serious about the subject within your own organisation.

Marc Veldkamp
HR Advisor

Target group

This training is ideal for People professionals who regularly produce reports and/or analyses or who just want to be able to use Excel (more often). Basic knowledge of Excel is required. During the training days, we will only work with actual examples and data from People practice.

  • After successful participation in this training course, you can sign up for additional courses, such as the 2-day master class in ‘Strategic Personnel Planning‘ and the master class in ‘Data Visualisation‘.
  • Haven’t followed the basic People Analytics training course yet? Then also check out our 1-day, 2-day and 5-day People Metrics and People Analytics training courses.

Good to know

To take part in this course, you will need a laptop with Excel 2016 and PowerPivot installed (available in the Office PRO PLUS version of Excel) as well as basic knowledge of Excel.

Get in touch
  • Learning objectives
  • Programme
  • Trainers
  • Training dates
  • Costs

Based on a real-life case study, you will learn to:

  • read in and link data from various sources;
  • automate manual cleaning activities;
  • adjust the data formats (to match sources);
  • deal with dates;
  • aggregate data;
  • create new variables;
  • build data models;
  • create KPIs and more complex variables; and
  • create a dashboard in Excel.


09:30 – 16:30

  • Performing calculations on data
    – Creating formulas to calculate values
    – Summarising data meeting specific conditions
  • Defining tables
  • Using filters to display specific data
    – Limiting the amount of data on the screen
    – Filtering table data using slicers
    – Manipulating worksheet data
    – Finding unique values in a data set
  • Reorganising and summarising data
    – Sorting worksheet data
    – Performing vertical searches
  • Adding charts
    – Creating column, bar, line and scatter diagrams
    – Editing/formatting graphs
    – Sparklines
  • Using pivot tables and pivot graphs
    – Using pivot tables to analyse data dynamically
    – Filtering, displaying and hiding pivot-table data
    – Editing pivot tables (including calculated fields/columns)
    – Formatting pivot tables
    – Using pivot charts to create dynamic graphs


09:30 – 16:30 hrs.

  • Getting started with PowerPivot
    – Opening PowerPivot
    – Reading data from various data sources
  • Creating a first dashboard with PowerPivot
    – Creating relationships in PowerPivot
    – Creating hierarchies in PowerPivot
    – Creating pivot tables
    – Creating pivot charts
    – Converting pivot tables to formulas
  • Preparing data for better dashboards and analyses
  • Reading data into Power Query
    – Editing files and variables
    – Adding and linking files
    – Creating a dynamic dashboard


09:30 – 16:30

  • Continued data preparation and automation
  • More complex analyses and dashboards using table formulas
    – Calculating unique values
    – More complex formulas
    – Other useful features in Power Pivot
  • Analysing data through ‘data analysis’
    – Performing visual analyses
    – Performing statistical analyses
  • Analysing data using ‘solver’

Irma Doze

Turning data into profit is both Irma Doze’s personal passion and AnalitiQs’ corporate mission. With a background in all forms of intelligence – including market research, (predictive) analytics and reporting – Irma helps companies seeking to get more out of the people data they collected through their own HR systems and through online and offline research. This data hides new insights and opportunities that allow companies to sustainably improve their employee satisfaction and bottom-line results.

Irma has enjoyed sharing her knowledge and experience with clients, colleagues, course participants and students for many years in the form of training courses, workshops and coaching. Irma’s approach to projects and training courses is both passionate and result driven. Her favourite training method is to combine theory with case studies and exercises.

John Martens

Self-service business intelligence has been a trend within the world of reporting for several years. With the increased volume and frequency of data, it is no longer realistic for departments within a company to depend on the IT department for all the necessary dashboards and analyses. Early in his career, John was always the collector and processor of data for the teams of which he was part. This is where he gained much of his knowledge and enjoyment of the field. Today, our trainees are often expected to fulfil similar roles. To successfully use self-service business intelligence within a department, you need a basic level of knowledge of data processing, modelling and visualisation in tools such as Excel and/or Power BI. On behalf of AnalitiQs, John will enthusiastically prepare you to start sharing the KPIs within your company in an independent, automated and attractive way.

The training is given on request.

Curious? We would be happy to discuss the possibilities with you. To do so, please contact us.

In-company training courses will be tailored to the client’s requirements, and a proposal will be submitted based on these.

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