"Calculating the Indices using EXCEL" is a tool that helps you learn how the composite human development

indices - the human development index (HDI), the gender-related development index (GDI), the gender empowerment measure (GEM), and the human poverty index (HPI-1 for developing countries and HPI-2 for selected OECD countries) - can be calculated using EXCEL, based on the current methodologies described in the latest global Human Development Report. A separate worksheet, "Estimating the earned income, " explains how the income component of the GDI and GEM Each worksheet contains a set of sample calculations for one country for a specific index, with built-in EXCEL formula. It also includes sample data and answer keys for other countries, which you could use for practice and verifying your results. To replicate a specific step, you may copy the formula in the sample cell and adjust for the relevant cell(s) you are working on.

Using this tool, you could also input your own data and calculate the relevant human development indices For more detailed explanations about the composite indices, please refer to Technical note 1: Calculating the human development indices which can be found towards the back of each global Human Development Report.

Introduction "Calculating the Indices using EXCEL" is a tool that helps you learn how the composite human development indices - the human development index (HDI), the gender-related development index (GDI), the gender empowerment measure (GEM), and the human poverty index (HPI-1 for developing countries and HPI-2 for selected OECD countries) - can be calculated using EXCEL, based on the current methodologies described in the latest global Human Development Report. A separate worksheet, "Estimating the earned income, " explains how the income component of the GDI and GEM Each worksheet contains a set of sample calculations for one country for a specific index, with built-in EXCEL formula. It also includes sample data and answer keys for other countries, which you could use for practice and verifying your results. To replicate a specific step, you may copy the formula in the sample cell and adjust for the relevant cell(s) you are working on.

Using this tool, you could also input your own data and calculate the relevant human development indices for real a For more detailed explanations about the composite indices, please refer to Technical note 1: Calculating the human development indices which can be found towards the back of each global Human Development Report.

Data

Practice (you may copy and paste the formula)

Country A Country B Country C Country D

Life expectancy at birth (years) 68.0 48.8 60.8 49.4

Combined gross enrolment ratio for primary, Adult literacy secondary and tertiary rate (% aged 15 and education GDP per capita above) (%) (PPP US$ ) 86.4 92.0 7,770 86.0 77.0 10,070 41.5 37.0 1,940 51.9 52.0 1,990

Life expectancy index 0.717

Education index 0.883

Human development GDP index index (HDI) value 0.727 0.775

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Calculating the gender-related development index (GDI)

Data
Combined gross enrolment ratio for primary, secondary and tertiary education (%) Female Male 94 90 72 80 28 39

Life expectancy at birth (years) Female Male Country A 72.5 63.9 Country B 70.8 66.6 Country C 54.2 51.1

Adult literacy rate (% aged 15 and above) Female 86.5 43.6 45.6 Male 86.2 67.2 68.2

Estimated earned income (PPP $US)a Female Male 4,594 10,879 1,963 5,216 654 1,266

a - For estimation of earned income, see workingsheet "Estimating the earned income".

Enter your own data here for a real application:

Practice (you may copy and paste the formula)

Share of population Female Male 0.507 0.493 0.501 0.499 0.503 0.497

Life expectancy index Female Male 0.750 0.690

Adult literacy index Female Male 0.865 0.862

Gross enrolment index Female Male 0.940 0.900

Education index Female Male 0.890 0.875

Income index Female Male 0.639 0.783

Equally distributed life expectancy index 0.719

Equally distributed education index 0.882

Equally distributed income index 0.702

GDI 0.768

Answers

Life expectancy index Female Male 0.750 0.690 0.722 0.735 0.445 0.477

Adult literacy index Female Male 0.865 0.862 0.436 0.672 0.456 0.682

Gross enrolment index Female Male 0.940 0.900 0.720 0.800 0.280 0.390

Education index Female Male 0.890 0.875 0.531 0.715 0.397 0.585

Income index Female Male 0.639 0.783 0.497 0.660 0.313 0.424

Equally distributed life expectancy index 0.719 0.728 0.460

Equally distributed education index 0.882 0.609 0.473

Equally distributed income index 0.702 0.567 0.360

GDI 0.768 0.635 0.431

Calculating the gender empowerment measure (GEM)

Data

Seats in parliament held by women (% of total) Female Male Country A 10.6 89.4 Country B 3.6 96.4 Country C 8.7 91.3

Female legislators, senior officials and managers (% of total) Female Male 44 56 9 91 26 74

Female professional and technical workers (% of total) Female Male 70 30 30 70 48 52

Estimated earned income (PPP $US)a Female Male 8,419 12,518 1,963 5,216 10,892 25,601

Share of population Female Male 0.533 0.467 0.501 0.499 0.507 0.493

a - For estimation of earned income, see workingsheet "Estimating the earned income". b - By combining indexed EDEP for positions as legislators, senior officials and managers and indexed EDEP for professional and technical positions.

Enter your own data here for a real application:

Practice (you may copy and paste the formula)

EDEP INDEXED EDEP

Answers

EDEP for parliamentary representation 18.1

EDEP for positions as legislators, senior officials and managers 48.7

EDEP for professional and technical positions 43.0

Income index Female Male 0.209 0.311

Indexed Equally EDEP for Indexed EDEP distributed seats in income for economic b parliament participation index 0.361 0.917 0.246

GEM 0.508

EDEP for parliamentary representation 18.1 7.0 15.6

hnical positions.

EDEP for positions as legislators, EDEP for senior professional officials and and technical managers positions 48.7 16.9 37.8 43.0 42.2 49.9

Income index Female Male 0.209 0.311 0.047 0.128 0.270 0.639

Indexed Equally EDEP for Indexed EDEP distributed seats in income for economic b parliament participation index 0.361 0.139 0.313 0.917 0.591 0.877 0.246 0.068 0.378

GEM 0.508 0.266 0.523

Calculating the human poverty index (HPI-1) for developing countries

Practice (you may copy Data
and paste the formula)

Answers

Country A Country B Country C Country D

Probability at Population not Under-weight Adult birth of not using children illteracy surviving to improved under age rate age 40 five (% aged 15 water sources (% of cohort) a and above) (%) (%) P1 P2 P31 P32 7.6 24.3 26 14 9.4 49.3 20 9 17.3 58.9 3 48 8.4 7.9 9 7

P3 20.0

HPI-1 19.7

P3 20.0 14.5 25.5 8.0

HPI-1 19.7 34.5 42.2 8.1

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Data
Probability at birth of not People lacking surviving to functional Long-term age 60 literacy skills unemployment a (% of cohort) (% aged 16-65) (as % of labour force) P1 P2 P3 Country A Country B Country C 8.9 10.2 9.3 21.8 10.4 22.6 1.2 2.2 1.2

Population living below 50% of median income P4 12.5 5.4 12.3

a - Refers to the probability times 100.

Enter your own data here for a real application:

MONITORING HUMAN DEVELOPMENT: ENLARGING PEOPLE'S CHOICES...

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LMC, 4 April 2000: 1:00 pm

Estimating female and male earned income

Data
Y Nf Nm wf/wm
Ratio of female to male nonagricultural wage

eaf

Total GDP (PPP $US in thousands)

Total population (thousands)

Female 89,380 35,319 2,006 Male 86,878 35,188 1,985

Share of the economically active population Female 0.36 0.31 0.47

Country A Country B Country C

1,355,748,450 252,877,320 3,824,330

0.79 0.84 0.58

Enter your own data here for a real application:

Practice
eam sf yf ym

Answers
sf yf

Share of the economically active population Male 0.64 0.69 0.53

Female share of wage Estimated earned income Female share of wage bill bill (PPP $US) Female 4,594 Male 10,879

Estimated earned income (PPP US$) Female

0.303

0.303 0.274 0.343

4,594 1,963 654

ym

imated earned income (PPP US$) Male 10,879 5,216 1,266