• Skip to main content
  • Skip to header right navigation
  • Skip to site footer

My Online Training Hub

Learn Dashboards, Excel, Power BI, Power Query, Power Pivot

  • Courses
  • Pricing
    • Free Courses
    • Power BI Course
    • Excel Power Query Course
    • Power Pivot and DAX Course
    • Excel Dashboard Course
    • Excel PivotTable Course – Quick Start
    • Advanced Excel Formulas Course
    • Excel Expert Advanced Excel Training
    • Excel Tables Course
    • Excel, Word, Outlook
    • Financial Modelling Course
    • Excel PivotTable Course
    • Excel for Customer Service Professionals
    • Excel for Operations Management Course
    • Excel for Decision Making Under Uncertainty Course
    • Excel for Finance Course
    • Excel Analysis ToolPak Course
    • Multi-User Pricing
  • Resources
    • Free Downloads
    • Excel Functions Explained
    • Excel Formulas
    • Excel Add-ins
    • IF Function
      • Excel IF Statement Explained
      • Excel IF AND OR Functions
      • IF Formula Builder
    • Time & Dates in Excel
      • Excel Date & Time
      • Calculating Time in Excel
      • Excel Time Calculation Tricks
      • Excel Date and Time Formatting
    • Excel Keyboard Shortcuts
    • Excel Custom Number Format Guide
    • Pivot Tables Guide
    • VLOOKUP Guide
    • ALT Codes
    • Excel VBA & Macros
    • Excel User Forms
    • VBA String Functions
  • Members
    • Login
  • Blog
  • Excel Webinars
  • Excel Forum
    • Register as Forum Member

Connecting 2 separate pivot charts or data sets to calculate historical turnover for HR dashboard |Dashboards & Charts|Excel Forum|My Online Training Hub

You are here: Home / Connecting 2 separate pivot charts or data sets to calculate historical turnover for HR dashboard |Dashboards & Charts|Excel Forum|My Online Training Hub
Avatar
sp_LogInOut Log In sp_Registration Register
sp_Search Search
Advanced Search|Last Search Results
Search
Forum Scope




Match



Forum Options



Minimum search word length is 3 characters - maximum search word length is 84 characters
sp_Search Search
sp_RankInfo
Lost password?
sp_CrumbsHome HomeExcel ForumDashboards & ChartsConnecting 2 separate pivot charts …
sp_PrintTopic sp_TopicIcon
Connecting 2 separate pivot charts or data sets to calculate historical turnover for HR dashboard
Avatar
Shawn Barwick
Member
Members
Level 0
Forum Posts: 7
Member Since:
March 8, 2023
sp_UserOfflineSmall Offline
1
March 23, 2023 - 10:55 pm
sp_Permalink sp_Print

I have 2 separate HR reports that I am running through Power Query. These reports are updated monthly, replacing the previous month. 

 

Report 1 (Pivot table 1): Shows all current active employee

Report 2 (Pivot table 2): Shows all terminated employees historically 

 

I am working on a dashboard to calculate historical turnover for the HR department and have hit a road block. 

I have figured out that in order for me to calculate the total employees for a specified period in the past I would need to filter Report 1 by "hire date" for current employees up until the specified date needed for turnover period. 

I then would need to filter Report 2 for only the specified month to get the total terminations for that month. 

Then add all of the terminations from Report 2 to the current employees from Report 1 in order to get than actual amount of employees who were employed at that time.  

Afterwards the formula would be (terminations from report 2 / total from report 1 and 2) to calculate turnover.

Is there a way that this can be done for the dashboard without manually having to go through this process? 

Avatar
Mynda Treacy
Admin
Level 10
Forum Posts: 4515
Member Since:
July 16, 2010
sp_UserOfflineSmall Offline
2
March 24, 2023 - 9:16 am
sp_Permalink sp_Print

Hi Shawn,

Are you able to merge the two reports into one table? Presumably there is a 'terminated date' column and any active employees will have a blank in that column and any terminated employees will have a date. This will enable you to filter the data accordingly. 

Check out this Excel HR Dashboard tutorial for ideas on how to calculate active vs terminated employees etc.

Mynda

Avatar
Shawn Barwick
Member
Members
Level 0
Forum Posts: 7
Member Since:
March 8, 2023
sp_UserOfflineSmall Offline
3
March 24, 2023 - 11:21 pm
sp_Permalink sp_Print

Thank you for the reply. I was able to merge the reports, but am having trouble actually seeing the total number of employees at a filtered time period. Basically, the Active employees report would need to be filtered back to a specific date and then the Terminated report employees for that filtered time period would need to be added into the Active. I am really only able to see one or the other in the pivot table. Would a measure be needed to complete this calculation? 

Avatar
Mynda Treacy
Admin
Level 10
Forum Posts: 4515
Member Since:
July 16, 2010
sp_UserOfflineSmall Offline
4
March 25, 2023 - 8:55 am
sp_Permalink sp_Print

Yes, you'd have to write a measure that checks if the current date (filtered or row label in the PivotTable) is within the employee's start and termination dates, if so, include them in the count.

Avatar
Shawn Barwick
Member
Members
Level 0
Forum Posts: 7
Member Since:
March 8, 2023
sp_UserOfflineSmall Offline
5
March 30, 2023 - 2:42 am
sp_Permalink sp_Print

So I have messed around with this issue more and have realized that in comparison with your HR dashboard video. The file structures are different due to the count only wanting to count an employee ID once by hire date and then not add it back to the subsequent months. Is there a way to get around this issue? 

Avatar
Shawn Barwick
Member
Members
Level 0
Forum Posts: 7
Member Since:
March 8, 2023
sp_UserOfflineSmall Offline
6
March 30, 2023 - 5:26 am
sp_Permalink sp_Print

This is an example of the data. 

Avatar
Catalin Bombea
Iasi, Romania
Admin
Level 10
Forum Posts: 1824
Member Since:
November 8, 2013
sp_UserOfflineSmall Offline
7
April 2, 2023 - 3:00 pm
sp_Permalink sp_Print sp_EditHistory

Hi Shawn,

Looks like each company is using a different way to calculate turnover.

Here is one of them:

https://community.powerbi.com/.....-p/1524246

In the attached file, I added 2 measures to calculate your Reports 1 and 2, but have a hard time understanding what you mean by:

Then add all of the terminations from Report 2 to the current employees from Report 1 in order to get than actual amount of employees who were employed at that time.  

Let me know please if the calculations attached are correct.

sp_Feed
Go to top
Forum Timezone: Australia/Brisbane
Most Users Ever Online: 245
Currently Online:
Guest(s) 9
Currently Browsing this Page:
1 Guest(s)
Top Posters:
SunnyKow: 1432
Anders Sehlstedt: 873
Purfleet: 414
Frans Visser: 346
David_Ng: 306
lea cohen: 222
Jessica Stewart: 215
A.Maurizio: 202
Aye Mu: 201
jaryszek: 183
Newest Members:
Anthony van Riessen
Erlinda Eloriaga
Abisola Ogundele
MARTYN STERRY
Rahim Lakhani
Ngoc Qui Nguyen
Clement Mansfield
Rose .
Bindu Menon
Baruch Zemer
Forum Stats:
Groups: 3
Forums: 24
Topics: 6352
Posts: 27779

 

Member Stats:
Guest Posters: 49
Members: 32319
Moderators: 3
Admins: 4
Administrators: Mynda Treacy, Philip Treacy, Catalin Bombea, FT
Moderators: MOTH Support, Velouria, Riny van Eekelen
© Simple:Press —sp_Information

Sidebar

Blog Categories

  • Excel
  • Excel Charts
  • Excel Dashboard
  • Excel Formulas
  • Excel PivotTables
  • Excel Shortcuts
  • Excel VBA
  • General Tips
  • Online Training
  • Outlook
  • Power Apps
  • Power Automate
  • Power BI
  • Power Pivot
  • Power Query
microsoft mvp logo
trustpilot excellent rating
Secured by Sucuri Badge
MyOnlineTrainingHub on YouTube Mynda Treacy on Linked In Mynda Treacy on Instagram Mynda Treacy on Twitter Mynda Treacy on Pinterest MyOnlineTrainingHub on Facebook
 

Company

  • About My Online Training Hub
  • Disclosure Statement
  • Frequently Asked Questions
  • Guarantee
  • Privacy Policy
  • Terms & Conditions
  • Testimonials
  • Become an Affiliate

Support

  • Contact
  • Forum
  • Helpdesk - For Technical Issues

Copyright © 2023 · My Online Training Hub · All Rights Reserved. Microsoft and the Microsoft Office logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. Product names, logos, brands, and other trademarks featured or referred to within this website are the property of their respective trademark holders.