Dashboard Guide and Tips

Introduction

• Welcome members to Other Levels.
• Provide tips and tricks for using the dashboard effectively.

Calculating Tenure Before Exit

1. Unhide Important Columns:
   • Three important hidden columns in the data table contain formulas.
2. Tune In Years Calculation:
   • Formula used in the "Tune In Years" column calculates the difference between the joining date and the exit date if the status is 'exited'.
3. Pivot Table Creation:
   • Add "Tune In Years" to rows and values.
   • Filter by 'exited' status.
4. Column Chart:
   • Create a 3D column chart to display the number of years employees served before exiting.

Calculating Average Employee Tenure

• Create a pivot table with "Tenure Years".
• Change summary calculation to average for average tenure insights.

Line Charts: New Hires vs. Exits

1. Improving Chart Readability:
   • Add new columns: "Higher Month" and "Exit Month".
   • Format dates to show year and month for clarity.
2. Pivot Table Setup:
   • Add "Higher Month" to rows and values.
   • Insert a line chart for visualizing trends over time.

Dashboard Maintenance Tips

• Hide Columns: Keep formula columns hidden to maintain dashboard aesthetics.
• Sheet Tabs and Formula Bar: Hide for a clean dashboard view.
• Hyperlinks: Use hyperlink icons for easy navigation between pivot tables and dashboards.

Conclusion

• Continue exploring more exclusive tips.
• Download templates from other-levels.com.
• Stay tuned for weekly updates and videos.

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See you in the next video!