HR Data Analytics and Reporting with Excel and Power BI

The programme

Programme overview

HR data analytics training focuses on the data side of human resource management. By using appropriate techniques and tools, your department will be able to provide decision-makers with valuable insights to enhance people-related decisions. This entry-level HR Data Analytics and Reporting with Excel and Power BI training course offers a solid understanding of HR data analytics, supported by practical case studies that reflect current HR challenges and solutions.

With a hands-on approach, participants will learn how to merge, clean, and analyse large datasets using industry tools such as Excel and Power BI. Beyond crunching numbers, this course equips you to translate findings into actionable insights, supporting strategic HR initiatives and improving business performance. Through real-world case studies, you will explore best practices for handling HR data and implementing a data-driven approach within your organisation.

Who should attend

Who is this programme for?

This course is designed for professionals who want to enhance their ability to analyse HR data and make data-driven recommendations. It is ideal for:

• HR Professionals and Managers Seeking to Implement HR Analytics in Decision-Making
• Data Scientists and Analysts Working Within HR Departments
• Business Leaders Interested in Understanding the Impact of HR Data on Overall Performance
• Anyone Responsible for Workforce Planning, Performance Management, and Employee Engagement Strategies

Learning outcomes

What you will learn

• Understand the importance of data and analytical processes for driving organisational decisions
• Use Excel and Power BI to process, combine, clean, and analyse HR data
• Calculate key HR performance indicators (KPIs) and return on investment (ROI) for HR activities
• Identify analytical tools and methods for interpreting and presenting HR data
• Manage the HR analytics process from data collection to actionable insights
• Learn the most effective ways to visualise and present HR data
• Generate reports and dashboards that communicate data-driven insights to management
• Support and coach other HR professionals in data analysis processes
• Explore case studies on workforce optimisation, employee engagement trends, and predictive HR analytics

Explore the programme

Detailed programme outline

3-Day Essentials — Training Outline

• Differences between HR metrics and HR analytics
• The role of HR analytics in strategic decision-making
• Current trends: people analytics, AI in HR, and predictive analytics
• Determining relevant HR data measures and sources
• Key HR metrics: turnover rates, engagement scores, and productivity KPIs
• Linking HR decisions to ROI: a quantitative approach
• Choosing the right methods for HR data analysis
• Best practices for data accuracy and validation
• Tools for HR data analysis: Excel and Power BI
• Statistical methods in HR analytics: correlation, regression, and hypothesis testing
• Predictive analytics in HR decision-making
• Cleaning and merging HR data from multiple sources
• Building dynamic dashboards for workforce analytics
• Transforming HR data into actionable reports
• Creating interactive HR dashboards
• Publishing and sharing HR analytics reports

5-Day Comprehensive — Training Outline

• Fundamental principles of HR analytics
• Case Study: Workforce Planning and Optimisation — How a company used HR analytics to improve employee retention.
• Analytical models and frameworks for HR, including the HR3P model
• Scenario planning and statistical methods for HR analysis
• Case Study: Employee Engagement Analysis — How data-driven insights helped a tech company boost employee morale and productivity.
• A step-by-step guide to conducting HR analytics
• Case Study: Diversity and Inclusion Metrics — Analysing HR data to track and improve workplace diversity initiatives.
• Types of HR data and their applications
• Case Study: Predicting Employee Turnover — How predictive analytics helped a financial institution reduce attrition rates.
• Exploratory data analysis techniques
• Scenario planning and simulations in Excel
• Data visualisation and trend analysis
• Case Study: Performance Management Dashboards — Using Excel to track and analyse employee performance.
• Advanced Excel functions for HR analytics
• Monitoring key HR variables using automated tracking tools
• Case Study: HR Compliance Tracking — Ensuring regulatory compliance through data visualisation.
• Connecting and structuring HR data models in Power BI
• Case Study: HR Cost Analysis — Optimising HR budgets through Power BI-driven insights.
• Participants will work on a real-world HR analytics project using Excel and Power BI.
• They will be required to analyse HR data, create dashboards, and present insights to a simulated executive team.
• Upon successful completion, participants will receive a certificate of completion.

Learning approach

How you will learn

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.– Course Material: Access well-crafted supporting resources.– Group Work: Collaborate on discussions and case studies for practical insights.– Workshops & Role-Play: Participate in immersive, scenario-based activities.– Practical Application: Focus on applying theoretical knowledge in real situations.– Post-Training Support: Receive extensive support after training for skill implementation.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.