Lesson

nTranscrip
pt

Chandoo.org

Emplo
oyeeTraiiningTracker&C
CalendarPart1

minutes]
[00:00m
Helloan
ndwelcome tohttp://chandoo.org. Ihavesome
ethingverye
excitingforyyou.Thisisa
atraining
tracker andcalendaar.Ihavebeenworking onthisparticularappliccationorsprreadsheetda
ashboard
for abou
ut a week now slowlyy polishing itt, conceptuaalizing it, thin
nking about it, drawing multiple
sketchessonmynottebookandffinallycominngupwiththisversion. Iamreally happywith theway
thislookks.Sinceitissaslightlyccomplexworrkbook,Itho
oughtavideo
owilldosom
mejusticew
whenyou
want to
o quickly un
nderstand what this is all about. Please
P
read the blog poost so that you can
moreaboutit.
understaandmoreab
boutthetem
mplate,downnloadthecop
py,examineitandlearnm

minutes]
[00:49m
Lets jusst jump into
o the Excel workbook
w
soo that I can try and exp
plain this to you. Essentially, the
problem
myouaretryingtosolveisthisimagginethatyou
uaretheTra
ainingDeparttmentheadinamid
sizedcompanyandyyouvegotlo
otsoftraininngprogramslinedupforryouremplooyeesandyo
ouhavea
lot of peeople in you
ur staff who are being nnominated to
o various programs. Youu would like to get a
holdon whereeveryythingis,ho
owmanypeoopleareatte
endingwhich
hcourses,hoowmanycou
ursesare
fillingup
p,thekindo
ofattendancethatwearregetting,th
hekindoffe
eedbackyouhave,theu
upcoming
program
ms, the programs that yo
ou have alreeady finished
d, and also have
h
some cclarity on ho
ow much
moneyyyouarespen
ndingonthetraining.

minutes]
[01:35m
Thisisw
whatIcameu
upwith.Itisnotparticul arlyadashboard;itismo
oreofacaleendar/qualita
ativetext
displayo
ofwhatisgo
oingoninthe
etrainingprrogramarenaa.Whenitco
omestotrainningprogram
ms,there
is a lot of data thatt goes into it, but I havee tried to ke
eep this simple so that w
we have some basic
framewo
ork,andifan
nybodyisintterestedineextendingthecapabilitiesofthisworrkbook,theyycanadd
thosefeeatureseasilyy.

[02:06m
minutes]
Letmeq
einputworkksheet.Thereare3area
asofcalendaarinputs.Th
hefirstis
quicklydemonstratethe
thepeoplelist.You canenteryyouremployeeenamesan
ndputthem
minanydepaartment.In caseyou
donthaaveadeparttmentstructture,youcannusegeograaphicallocattionsorprojjectnames, manager
names, etc. Allofttheseinputs areExceltaableswhich meansthat whenever yyouaddnew
wdataor
importd
datafromad
datasourcelikeOracleoorSQLServer,youcanju
ustgetthedaataasanExcceltable,
andeverythingworkksseamlessly.Thenext tableisyourrtrainingpro
ogramstableewhichcontainsthe
training programsyouhaveline
eduptheccoursename
e,vendor,da
ateonwhichhthetrainin
ngwillbe
conductted, the duration of the
e training in number of days, the capacity of tthe training, and the
indicativve cost. You can add exttra columns here. Right now the formulas and the calendar view is
talkingttoonlytheseecolumns,b
butifyouad dextracolumns,youcanbuildsom ecalculation
nlogicto
incorporrateallthoseeextradetailsanddisplaaythemintuitivelyinyou
urworkbook output.

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Lesson
nTranscrip
pt

Chandoo.org

minutes]
[03:28m
Once yo
ou have peo
ople and training prograams, the traacking part which
w
is assiigning employees to
training programs iss essentially another inpput process for
f which I have
h
the thi rd input tab
ble called
People Training Maapping (tracker). Whennever an em
mployee sayss that he or she will go for that
course, youjustseleecttheemployeename fromthedrropdown,an
ndtheprogrramname.O
Onceyou
select the name, there
t
is a status
s
colum
mn (the lefttmost colum
mn) that di splays whetther this
enrollmeentisalrighttornot.Ifth
hegreencolloredtickmarkisshown
nitmeansthhattheenro
ollmentis
okay.Ifyyouseeayeellowcolored
dexclamatioonmark,itm
meansthatitisaduplicatteenrollment.Asyou
can see,, Edward Gllenn opted for
f Basic Prroject Managgement Metthods twice,, and so we
e get the
yellow ccolored exclaamation mark. If the coourse goes over
o
capacityy at any poi nt in this orrder, you
would ssee the red colored marrk as well. For instance
e, here is Jo
ordan who iss interested in Basic
Managemen
ProjectM
ntMethodsb
butthecapaacityisalread
dyfullandso
oJordansennrollmentwillnotbe
goingth
hrough.You canalsoassignsomefeeedbackrating.Averygenericandsim
mplefeedbackrating
isincorp
poratedhereebutyoucan
naddextraccolumnsthattcanincorpo
oratericherffeedback.Rightnow,
theform
mulasarebuiilttotalktoo
onlytheoveerallfeedbackof15kindofthings.

minutes]
[05:04m
wwilldisplaayallthepro
Onceyo
ousetupthisdata,theccalendarview
ogramsthat areongoing.Italso
givesyo
ouaslicertofilterbyanyydepartmenntandyouccanseethessummaryat thetopleve
el,andat
thebotttomlevelyo
oucanseeth
hedetailedppicture.You canseetha
atwehave1100peoplea
acrossall
departm
ments,outoffwhich64p
peoplehave attendedon
necourseattleast.38peeoplehavea
attended
moreth
hanonecourrse.Thereare21courseesthatarep
plannedand theycost$$92,000.The
eyhavea
capacityyof380,and130peoplehavesigneddupsofar.W
Wehaveana
attendanceoorfillrateof34%and
we also
o have the average rating here. TThis is for all departments, and thhen for the
e filtered
departm
ment(FinanceeandSales),,thesumma riesareshow
wnhere.

minutes]
[05:53m
Attheb
bottom,you canseethe3monthsuummaryandyoucanuse
ethescrollbbartoscrollthrough
themon
nths.Forexample,youca
anseewhat happenedin
nFebruary,M
MarchandA
April,oryouccangoall
thewaytotheotherrendandseewhatsgoi ngtohappennextinthe
efuture.

minutes]
[06:08m
Thatsth
hecalendar view.When
nyoufiltert heslicer,evverythingauttomaticallycchanges.Ifyyoudont
want to filter, selecct everythingg and the filttering will go. Some of these calcul ations and summary
s
d interestingg, and it took me a while to figure oout the right kind of
displays are pretty intuitive and
formulas that are easy
e
to applyy and easy tto think abo
out. I highly encourage you to exam
mine this
workboo
ok and decipher as much as possibble. You caan unhide the worksheeets there are two
worksheeets. One is a pivot tab
ble that is aa dummy pivot table to
o help with the slicer selection.
s
Anotherrisacalculationworksheet.Iamnootgoingtoggointothosedetailsbeccausethatw
willmake
thisvideeo50minuteeslongbutI amgivingsoomehighligh
htsofthatin
ntheblogpoost.Incaseyyouwant
toknow
wmoreabou
utthisdashboardhow itisconstru
ucted,thethinking,form
mulasandconditional

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Lesson
nTranscrip
pt

Chandoo.org

formatsbehindeverrything,Iwouldencouraggeyoutoco
onsiderjoinin
ngourExcelSSchoolprogrram.This
particulaar dashboard is being added to ourr Excel Scho
ool program as we speaak, and there
e is a 50
minutevvideolesson
ninExcelSch
hoolwhereI gothroughallthestepsofthisdashhboardandsshowyou
howitissconstructed,howvario
ousformulassareworkingg,andwhatthelogicbehhindvarioussstepsof
thedash
hboardis.

minutes]
[07:29m
Go aheaad and download the file. If you arre feeling cu
urious, click on the bluee button here (Excel
Schoolp
program)and
dgofortheExcelSchoo lDashboardsoptionifyo
ouwanttoleearnmorea
aboutthe
dashboaard in a videe. Thank you
u so much foor watching the http://chandoo.org channel. I hope
h
you
will enjo
oy these vid
deos. In case
e you like thhe video, givve us a thumbsup. If you haventt already
downloaadedthefilee,goaheada
andgrabit, andbreakittapartand learnmore. Thankyoussomuch.
Haveaw
wonderfuldaay.Bye.

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