Thanks for the video. Still relevant 3 years on. I've just purchased but wanted to add a power query from another data set to add employee data. Is this possible?
You are welcome. Thank you for showing interest in our template. There are two ways to import the data using Power Query into the template. Currently, the data entered in the default Employee table is moved to the hidden HELP table. Hence if you use power query to import your employee data, 1. You need to write a lookup function in the employee table (or) 2. Modify the lookup range in the hidden HELP table. Best wishes.
Thank you for showing interest in our template. Currently, we do not have a trail version of the Retention Dashboard template. You can purchase the template and test the same. If the same does not solve your requirement, you can write us back your requirement that is not solved in the template and if we are unable to solve your requirement, we will initiate the full refund. Best wishes.
Hi Indzara, How about duplicates values this template handles. I have got 3 years of data for 2 years attrition. Each sheet has monthly data which I consolidated for further calculations. So each active employee comes in every month . Did your template handles the similar issue?
Thank you for showing interest in our templates. No, this template does not identifies or removes duplicate entries. Each row will be considered as a employee. However, you can remove duplicate entries by selecting all the consolidated data and GoTo Data ribbon and select Remove Duplicates. This excel function will delete all rows which has duplicate value. For example, if all column values in row 5 is equal to all column values in row 10 then it will delete either one of the duplicate row. Best wishes.
Hello, I would like to use your HR templates for our company of over 10K employees. I current download monthly active and term report and get the data from a folder connection. As well as use a few relation tables to reference some minor modifications. Will it be an easy transition to use your templates this way?
Thank you for showing interest in our template. If your generated report has the employees hire date and exit date (if exited), then you can input the data into the template to populate the retention dashboard. You can also share your sample input data that you are generating to support@indzara.com to validate and let you know whether the generated input data is sufficient to use the template. You can purchase the template to check your requirement and if the template does not solve your requirement, you can write back stating the reason and we will initiate a full refund. Best wishes.
Thank you for purchasing the template. Following support article contains the details on how the Retention Rate and Turnover rate is calculated in our Template: support.indzara.com/support/solutions/articles/62000214232-how-the-retention-rate-and-the-turnover-rate-is-calculated-on-the-retention-dashboard- Best wishes.
Hi! I just downloaded template and entered data. The fields are within the data but still the output tabs are not updating even after clicking refresh. In employee ID field I entered the last name. Is that ok? I also submitted a ticket just now with the spreadsheet. I am working on something time sensitive for work so your help would be appreciated. Thank you!
Our step by step guide is available here support.indzara.com/support/solutions/articles/62000152528-employee-retention-dashboard-excel-step-by-step-user-guide
Thanks. I have replied to the email. The reason is the 'date columns' which should be in date format that Excel expects. Otherwise, Excel treats it as text and all the calculations do not work as intended. Please review and let us know if any questions. Thanks. Best wishes.
Useful template.. 👍🏻👍🏻 maybe u can share on how to create excel template that can linked with other template so that we are not required to update at two place..for example for my case i have 1 master excel for employees data than 1 more for separation..so everytime i need to update at both excel and sometime tends to forgot and data become not accurate.
Thanks for your feedback. In this Retention Dashboard template, all the data is entered in one sheet. Active employees and Exit employees are all in one sheet. Best wishes.
Thank you. Yes, you can extend the table to more than default 1000 employees. We can also assist if needed. File is completely customizable with colors and formatting. No restrictions. Please let us know if any questions. Best wishes.
Yes, we can assist you. If it requires significant time to develop, we charge customization fee. But for simple modifications, we can provide directions to do or do it for you for free. Please let us know if there are any questions. Thanks & Best wishes.
@@indzara that’s great. I know it will be more 4k employees but I may need to add more data not sure yet until I test it out. Thank you so much for your help.
I downloaded this template, but can't make some changes because the sheet is password protected. What is the password to unprotect? I'd like to combine this date with existing data on another dashboard I am working on.
Thank you for using our template. The password to unprotect the sheet is indzara. support.indzara.com/support/solutions/articles/62000137281-how-to-unprotect-sheets- Best wishes.
Thank you for the compliments. You can purchase retention dashboard template from following link: indzara.com/product/retention-dashboard/ You don't have to restart this process each year. The dashboard will always reflect the last 12 months of retention report. Best wishes.
I just purchased the template, great walk through...I am wondering about adding another slicer on the snapshot dashboard and the retention dashboard to break it down by year or month.
Thanks for purchasing. Glad you like the template and video. Snapshot dashboard provides a current snapshot of all employees. Can you please clarify what year or month would represent - employee hire date? We would have to add the slicer and connect that slicer to all the pivot tables on the dashboard, and test. In the Retention Dashboard, we show last 12 months of retention metrics - which are calculated using dates. Adding date slicer would be tricky here. Please let us know an example of what you are looking for. You can also email us a sample at support@indzara.com Best wishes.
Thank you for showing interest in our template. You can purchase the template from the below link: indzara.com/product/hr-templates/retention-dashboard/ Best wishes.
Thanks for your interest. It is set up to show 12 months. If you would like to see different periods, we can help customize the file for your needs. Please email support@indzara.com Best wishes.
Hi I have 1 question about snapshot dashboard. How is the difference between orange side and gree side? Due to the topics of each dashboard are the same but some the number orange side is % and numeric but the green side is just only numeric(looks like % of average). Thanks in advance for the clarity.
@@indzara HI I have another 1 quesition before buying this report. In case, I'd like to add more columns about emp's data i.e. mobile phone number, local name etc.Can I add more column and it will impact with the formula/dashboard? Due to I see that you have only 3 columns which are name, emp ID and email. Thanks in advance for clarification.
Thanks. There are two other employee attributes (Date of Birth, Hire date) which should not be modified and 2 attributes which can be modified (Gender, Hire Source are default but you can modify). Step by Step user guide: support.indzara.com/support/solutions/articles/62000152528-employee-retention-dashboard-excel-step-by-step-user-guide Please let us know if there are any questions. Best wishes.
Currently we are not taking classes. You can find our basic tutorial videos in following link: th-cam.com/users/indzaraplaylists?view=50&sort=dd&shelf_id=9 Yes, we are taking customization project for a fee. If you wish for a customization project, requesting to contact our support team at support@indzara.com. Best wishes.
Thanks for purchasing. You should have received an email immediately with the download link. Please check your spam folder to see if the email landed there. If you have not received the email, please email us at support@indzara.com Best wishes.
Please email support@indzara.com with your email address. We can check the orders and email you the file along with the order details. Apologies for any inconvenience. Thanks.
Thanks for the video. Still relevant 3 years on. I've just purchased but wanted to add a power query from another data set to add employee data. Is this possible?
You are welcome. Thank you for showing interest in our template.
There are two ways to import the data using Power Query into the template.
Currently, the data entered in the default Employee table is moved to the hidden HELP table. Hence if you use power query to import your employee data,
1. You need to write a lookup function in the employee table
(or)
2. Modify the lookup range in the hidden HELP table.
Best wishes.
Hi there.. good work on the file.. Do you have a demo version of the file I can look at.. just need to give a demo to my manager thanks ..
Thank you for showing interest in our template.
Currently, we do not have a trail version of the Retention Dashboard template. You can purchase the template and test the same. If the same does not solve your requirement, you can write us back your requirement that is not solved in the template and if we are unable to solve your requirement, we will initiate the full refund.
Best wishes.
Hi Indzara, How about duplicates values this template handles. I have got 3 years of data for 2 years attrition. Each sheet has monthly data which I consolidated for further calculations. So each active employee comes in every month . Did your template handles the similar issue?
Thank you for showing interest in our templates.
No, this template does not identifies or removes duplicate entries. Each row will be considered as a employee. However, you can remove duplicate entries by selecting all the consolidated data and GoTo Data ribbon and select Remove Duplicates. This excel function will delete all rows which has duplicate value.
For example, if all column values in row 5 is equal to all column values in row 10 then it will delete either one of the duplicate row.
Best wishes.
Hello, I would like to use your HR templates for our company of over 10K employees. I current download monthly active and term report and get the data from a folder connection. As well as use a few relation tables to reference some minor modifications. Will it be an easy transition to use your templates this way?
Thank you for showing interest in our template.
If your generated report has the employees hire date and exit date (if exited), then you can input the data into the template to populate the retention dashboard. You can also share your sample input data that you are generating to support@indzara.com to validate and let you know whether the generated input data is sufficient to use the template.
You can purchase the template to check your requirement and if the template does not solve your requirement, you can write back stating the reason and we will initiate a full refund.
Best wishes.
Hi I have purchased this is just wondering how the Retention rate is calculated
Thank you for purchasing the template. Following support article contains the details on how the Retention Rate and Turnover rate is calculated in our Template:
support.indzara.com/support/solutions/articles/62000214232-how-the-retention-rate-and-the-turnover-rate-is-calculated-on-the-retention-dashboard-
Best wishes.
Hi! I just downloaded template and entered data. The fields are within the data but still the output tabs are not updating even after clicking refresh. In employee ID field I entered the last name. Is that ok? I also submitted a ticket just now with the spreadsheet. I am working on something time sensitive for work so your help would be appreciated. Thank you!
Thanks for downloading. Please email file or screenshots to us at support@indzara.com. we will review and get back to you as soon as possible. Thanks.
Our step by step guide is available here support.indzara.com/support/solutions/articles/62000152528-employee-retention-dashboard-excel-step-by-step-user-guide
@@indzara hello I submitted ticket through the website with the spreadsheet attached
Thanks. I have replied to the email. The reason is the 'date columns' which should be in date format that Excel expects. Otherwise, Excel treats it as text and all the calculations do not work as intended. Please review and let us know if any questions. Thanks. Best wishes.
Useful template.. 👍🏻👍🏻 maybe u can share on how to create excel template that can linked with other template so that we are not required to update at two place..for example for my case i have 1 master excel for employees data than 1 more for separation..so everytime i need to update at both excel and sometime tends to forgot and data become not accurate.
Thanks for your feedback.
In this Retention Dashboard template, all the data is entered in one sheet. Active employees and Exit employees are all in one sheet.
Best wishes.
Awesome video! If I have more than 1,000 employees, do I need to do anything to the spreadsheet? Can I change the colors in the spreadsheet easily?
Thank you. Yes, you can extend the table to more than default 1000 employees. We can also assist if needed. File is completely customizable with colors and formatting. No restrictions. Please let us know if any questions. Best wishes.
@@indzara thank you so much if I get the template from you and I need help with changes are you able to assist?
Yes, we can assist you. If it requires significant time to develop, we charge customization fee. But for simple modifications, we can provide directions to do or do it for you for free.
Please let us know if there are any questions.
Thanks & Best wishes.
@@indzara that’s great. I know it will be more 4k employees but I may need to add more data not sure yet until I test it out. Thank you so much for your help.
You are welcome. You can email our support team at support@indzara.com with any questions.
Best wishes.
I downloaded this template, but can't make some changes because the sheet is password protected. What is the password to unprotect? I'd like to combine this date with existing data on another dashboard I am working on.
Thank you for using our template.
The password to unprotect the sheet is indzara.
support.indzara.com/support/solutions/articles/62000137281-how-to-unprotect-sheets-
Best wishes.
Hi perfect sheet that I was looking at...how can i create this sheet?also every year do we restart this process?
Thank you for the compliments. You can purchase retention dashboard template from following link:
indzara.com/product/retention-dashboard/
You don't have to restart this process each year. The dashboard will always reflect the last 12 months of retention report.
Best wishes.
I just purchased the template, great walk through...I am wondering about adding another slicer on the snapshot dashboard and the retention dashboard to break it down by year or month.
Thanks for purchasing. Glad you like the template and video.
Snapshot dashboard provides a current snapshot of all employees. Can you please clarify what year or month would represent - employee hire date? We would have to add the slicer and connect that slicer to all the pivot tables on the dashboard, and test.
In the Retention Dashboard, we show last 12 months of retention metrics - which are calculated using dates. Adding date slicer would be tricky here.
Please let us know an example of what you are looking for.
You can also email us a sample at support@indzara.com
Best wishes.
I have the same question.
Brilliant brother 👏great share
Thanks for feedback.
Best wishes.
Hi very helpfull video, how can I download this excel template?
Thank you for showing interest in our template.
You can purchase the template from the below link:
indzara.com/product/hr-templates/retention-dashboard/
Best wishes.
Once purchased, can I choose to show previous years of data or is only set up to show the last 12 months?
Thanks for your interest. It is set up to show 12 months. If you would like to see different periods, we can help customize the file for your needs. Please email support@indzara.com
Best wishes.
Hi I have 1 question about snapshot dashboard. How is the difference between orange side and gree side? Due to the topics of each dashboard are the same but some the number orange side is % and numeric but the green side is just only numeric(looks like % of average). Thanks in advance for the clarity.
The green dashboard shows the average tenure on each category and the orange side shows the number of employees on each category in %.
Best wishes.
@@indzara It's clear. Thanks
@@indzara HI I have another 1 quesition before buying this report. In case, I'd like to add more columns about emp's data i.e. mobile phone number, local name etc.Can I add more column and it will impact with the formula/dashboard? Due to I see that you have only 3 columns which are name, emp ID and email. Thanks in advance for clarification.
Thanks. There are two other employee attributes (Date of Birth, Hire date) which should not be modified and 2 attributes which can be modified (Gender, Hire Source are default but you can modify).
Step by Step user guide: support.indzara.com/support/solutions/articles/62000152528-employee-retention-dashboard-excel-step-by-step-user-guide
Please let us know if there are any questions.
Best wishes.
Wow...its amazing. Can u share this workbook for practice..☺️
Thank you for feedback.
Sorry, I don't have a free version of this template.
Best wishes.
Do u take classes? or help in creating customised sheets?
Currently we are not taking classes. You can find our basic tutorial videos in following link:
th-cam.com/users/indzaraplaylists?view=50&sort=dd&shelf_id=9
Yes, we are taking customization project for a fee. If you wish for a customization project, requesting to contact our support team at support@indzara.com.
Best wishes.
Excellent
Thank you for sharing your valuable feedback.
Best wishes.
I have purchased the template. How and when will I receive it?
Thanks for purchasing. You should have received an email immediately with the download link. Please check your spam folder to see if the email landed there.
If you have not received the email, please email us at support@indzara.com
Best wishes.
@@indzara I do not see the email.Who would the sender be? I do not see how to get support help.
Please email support@indzara.com with your email address. We can check the orders and email you the file along with the order details. Apologies for any inconvenience. Thanks.
I need that can you teach me how to create for the beginner
Thanks. Will look into creating tutorial in the future.
Best wishes.