Workforce Training Performance Excel Report Tutorial

Introduction

Welcome to Other Levels. This tutorial covers the Workforce Training Performance Excel report, a tool designed to manage and track training activities efficiently across organizations or training centers.

Report Features

Key Performance Indicators (KPIs)

• Total number of courses
• Total training hours
• Average trainee score
• Total number of certificates issued

These KPIs provide a quick overview of training performance.

Detailed Section

• Employee Performance: Includes the employee's name, photo, and course status (done, in progress, stuck, not started).
• Dynamic Completion Chart: Displays course completion visually.
• Completion Date: Indicates when the course was completed.
• Score Dropdown: Easy entry via dropdown menu.
• Certificate Issuance: Indicates if a certificate was issued.
• Department Association: Shows which department the employee belongs to.
• Feedback and Evaluation: Includes instructor rating (1-5 stars) and feedback comments.

The report is scalable, allowing for additional trainees through copy-pasting rows.

Design Overview

Top Section Design

• Title: Bold Arial font, size 18, white color with a sky blue background.
• KPIs Formula Design:
  • Training Count: Uses formula with sum product, len, and substitute.
  • Training Hours: Sum formula of duration values.
  • Average Scores: Average formula on score range.
  • Certificate Count: Count if formula for 'yes' entries.

Course Details Section

• Course Title: Bold Arial font, size 22, purple color.
• Course Description: Font size 10 in black with merged cells.
• Other Information Headings: Styled in black Arial font, size 12.
• Specific Details: Bold Arial font size 14, in purple.

Employee Details and Course Status

• Table Headings: Dark gray font Arial size 12.
• Data Rows: Adjusted row height and column width, with light gray background and thick white borders.
• Photo Management: Inserted within cells for easy handling.
• Course Status: Dropdown with conditional formatting options.
• Completion Percentage: Styled in the same blue color as the top bar.
• Other Columns: Black Arial font size 14.
• Instructor Rating: Star symbols in gold color.
• Instructor Feedback: Black font size 14.

Conclusion

Set up the report once to automatically update KPIs, offering a seamless and efficient solution for tracking training performance.

Additional Resources

Visit our website at other-levels.com to download templates and data sets.

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