Free Inventory Management Software in Excel - Inventory Spreadsheet Template Indzara - Simple and Effective Templates 2013-07-16 | The inventory Spreadsheet can be downloaded for free from, https://indzara.com/2013/07/inventory-and-sales-manager-excel-template/This free Inventory and Sales Manager Excel template is suited for managing inventory and sales if you are running a business of buying products from suppliers and selling to customers. The template will assist in knowing the inventory levels (Stock management) of each product and understanding which products to re-order. Also, you can quickly view the purchases/sales patterns over time and the best performing products. For more advanced version of the template - https://indzara.com/product/retail-business-manager-excel-template/FEATURES:• Enter and manage up to 2000 different Products• Set custom re-order points for each product• Simple and Easy data entry• Know current inventory (stock) levels of each product• Identify the products to be re-ordered• Know if the sale orders can be fulfilled• Easily understand the sales and purchase patterns (monthly and cumulative) • Quickly see your top customers and suppliers• Identify your best performing products• Know how the different product categories contribute to sales• Easily retrieve and view your order details You can also try, Retail Inventory and Sales Manager Template (for up to 10 warehouse locations): https://indzara.com/product/retail-inventory-and-sales-manager-excel-template/For Manufacturing businesses, try our Manufacturing Inventory and Sales Manager Excel Templatehttp://indzara.com/product/manufacturing-inventory-sales-manager-excel-template/For Rental businesses, try our Rental Inventory and Sales Manager Excel Template,http://indzara.com/product/rental-inventory-sales-manager-excel-template/Simple and Effective Excel Templates: http://www.indzara.com/Free Excel Templates: http://www.indzara.com/free-excel-templates/Premium Excel Templates: http://www.indzara.com/shop/Small Business Templates: https://indzara.com/small-business-excel-templates/Project Management Templates: http://www.indzara.com/project-management-excel-templates/Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/HR Excel Templates: https://indzara.com/hr-excel-templates/Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/Social:Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzaraYouTube: https://www.youtube.com/user/theindzaraLinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara-~-~~-~~~-~~-~-Please watch my latest video: "Highlight events, weekends and holidays on calendar in Excel" https://www.youtube.com/watch?v=b0lWFlhAj3k-~-~~-~~~-~~-~-
Free Eisenhower Matrix Excel Template - Demo Indzara - Simple and Effective Templates 2023-08-14 | Template Link: https://indzara.com/eisenhower-matrix-excel-template/Manage all your tasks effectively with this #free template! Prioritize tasks and stay ahead of the curve with this simple yet powerful Eisenhower Matrix!! For more such amazing templates in #powerbi , #microsoftexcel , #googlesheets covering HR, Small Business Management, Stock Market, Project Management, and more, please visit: https://indzara.com/
Apple Financial statement in Excel Dashboard - Q3 2023 Earnings Indzara - Simple and Effective Templates 2023-08-04 | Converting Financial Statements to Excel DashboardApple releases its Q3 2023 financials on Aug 3, 2023. In this video, I present and overview of the Excel Dashboard I created using the financial statement data. #apple #financialstatement #incomestatement #dashboard #excel #makeover #datavisualization
Project Management tool - Capacity Planning Template - Excel Indzara - Simple and Effective Templates 2023-08-02 | Simplify Project Planning using this Microsoft Excel template.Download: https://indzara.com/product/project-management-excel-templates/resource-capacity-planner-lite-excel-template/00:00 Introduction to capacity planning & its objectives00:44 Defining Settings for our project planning01:37 Entering resource availability02:38 Entering vacation / time off and Overtime03:10 Entering Tasks (Demand) and assign to resource04:20 How to identify gaps in planning and address them?06:14 Dashboard - Assignment and Utilization metrics/KPIs08:20 What if role/resource has deficit/surplus?09:46 Project planning calendar12:00 Project view (Gantt chart)13:18 Resource View (Gantt chart)14:08 Recap & Conclusion#projectplanning #capacity #capacityplanning #projectmanagement #excel #template #utilization #assignment #tasks #demand
How to Use Gantt Chart for HR Performance Management Tracking? Indzara - Simple and Effective Templates 2023-08-01 | Product Link: https://indzara.com/product/project-management-excel-templates/gantt-chart-excel-template/Experience the power of visually tracking progress and achievements!!Our Gantt chart Excel template enables HR managers to effortlessly organize, and track employee performance over time.With this template, you can monitor various performance milestones, and deadlines, all in one place!For more such amazing templates in #powerbi , #microsoftexcel , #googlesheets covering HR, Small Business Management, Stock Market, Project Management, and more, please visit: https://indzara.com/
How to calculate Average Employee Tenure in Google Sheets? Indzara - Simple and Effective Templates 2023-07-28 | Google Sheets - tutorial on how to calculate average employee tenure using formulas in Google Sheets. Visit https://indzara.com/ for templates and tutorials.Functions used: DATEDIF, INT, ROUND, AVERAGEIF, TODAYhow to calculate HR metrics#hranalytics #hranalysis #hrmetrics #hrkpis #excel #peopleanalyticsTenure is the time from Employee’s Start date to Today. Average Employee Tenure is the average of all active employees in a company.1. Let’s first calculate tenure for each employee. Since we want to do this calculation for each employee, we should store the today’s date value once and re-use, instead of calculating TODAY for each employee. 2. Then we can calculate the average tenure for all active employees.
Recruitment Dashboard Lite Google Sheet Template Demo Indzara - Simple and Effective Templates 2023-07-25 | Product link to buy: https://indzara.com/product/hr-excel-templates/recruitment-manager-google-sheet-template/Streamline your recruitment like never before! Our powerful Recruitment Dashboard Lite in Google Sheets will take your hiring process to the next level, providing you with extremely simplified data entry and real-time insights on essential Recruitment KPIs and #trends within minutes!!!#RecruitmentDashboard #hrmanagement #HiringMadeEasyFor more such amazing templates in #powerbi , #microsoftexcel , #googlesheets covering HR, Small Business Management, Stock Market, Project Management, and more, please visit: https://indzara.com/
Flight Risk Management Google Spreadsheet Template Demo Indzara - Simple and Effective Templates 2023-07-18 | Product link: https://indzara.com/product/hr-excel-templates/flight-risk-management-google-sheet-template/Tracking flight-risk employees is made easy with our simple #googlesheets template. Buy now and improve your employee retention rates!For more such amazing templates in #powerbi , #microsoftexcel , #googlesheets covering HR, Small Business Management, Stock Market, Project Management, and more, visit:https://indzara.com/
Flight Risk Management Microsoft Excel Template Demo Indzara - Simple and Effective Templates 2023-06-27 | Product Link: https://indzara.com/product/hr-excel-templates/flight-risk-management-excel-template/Track flight-risk employees and level up your retention strategies with our Flight Risk Management #microsoftexcel templateFor more such amazing templates in #powerbi , #microsoftexcel , #googlesheets covering HR, Small Business Management, Stock Market, Project Management, and more, visit: https://indzara.com/
Recruitment Dashboard Lite Excel Template Demo Indzara - Simple and Effective Templates 2023-06-22 | Presenting our Recruitment Dashboard Lite Excel Template as a part of our Recruitment Tracker Dashboard #exceltemplate Product Link: https://indzara.com/product/hr-excel-templates/recruitment-manager-excel-template/Simplify your recruitment process, get data-driven insights, and attract top talent with ease.
Create Kanban Boards in Excel instantly Indzara - Simple and Effective Templates 2023-06-01 | Download Kanban Board Excel Template https://indzara.com/kanban-board-task-tracker-excel-template/00:00 Introduction to Kanban Boards00:30 Example Kanban Board (sample)02:20 How to create Kanban board for your projects? How do I create a kanban board in Excel?03:30 Entering task data04:48 How to use the Kanban board?05:57 How to customize the Kanban board display?09:00 How to apply Kanban board for other scenarios such as Recruiting (HR)?10:49 Conclusion#kanban #kanbanboard #excel #template #exceltemplate #exceltemplates #download #free
How to use Indzara Free Leave Tracker Power BI template? Indzara - Simple and Effective Templates 2023-05-26 | Leave Tracker product download link:https://indzara.com/2023-leave-tracker-power-bi-template/For more such amazing templates in #powerbi , #microsoftexcel , #googlesheets covering HR, Small Business Management, Stock Market, Project Management, and more, visit:https://indzara.com/shop/templates-for-excel-and-google-sheets/In this video, we'll walk you through how to use our #free leave tracker in #powerbi template.With this #free #template effectively manage employee leaves and optimize workforce planning in your organization.
Client Testimonial: Technical Analysis Pro Excel Template (25 Indicators) Indzara - Simple and Effective Templates 2023-03-22 | Download simple and effective #excel , #googlespreadsheet and #powerbi templates from https://indzara.com/shop/templates-for-excel-and-google-sheets/Hear what our client has to say about our very popular Stock market #excel #template : The Technical Analysis Pro (25 Indicators)!Stock Market Excel Template: https://indzara.com/product/stock-market-excel-templates/technical-analysis-pro-excel-template/Find more about our Stock Market Excel Templates here:https://indzara.com/stock-market-excel-templates/Get powerful and interactive dashboards | Automate tasks | Save time
Client Testimonial: Hear What Our Valued Client Has to Say About Indzara! Indzara - Simple and Effective Templates 2023-03-08 | Download a Simple and effective Recruitment Dashboard Template Recruitment Dashboard Power BI template: https://indzara.com/product/hr-excel-templates/power-bi-templates-recruitment-dashboard-excel-templates/Get powerful and interactive dashboards | Automate tasks | Save time#excel , #googlespreadsheet and #powerbi templates from our website:https://indzara.com/shop/templates-for-excel-and-google-sheets/
How to create Diversity Reports in HR Administration Dashboard? Indzara - Simple and Effective Templates 2023-02-10 | HR Admin Dashboard downloads:Power BI: https://indzara.com/product/hr-excel-templates/employee-admin-dashboard-power-bi-template/Excel: https://indzara.com/product/hr-excel-templates/hr-admin-dashboard-excel-template/Google Sheets: https://indzara.com/product/hr-excel-templates/hr-administration-dashboard-google-sheet-template/Creating Diversity and Inclusivity Reports is simple! Get interactive visuals on your organization's Diversity with our HR Administration Dashboard. Please visit our website for more such simple and effective solutions for your business and personal requirements at https://www.indzara.com
How to create Diversity Reports in HR Administration Dashboard? Indzara - Simple and Effective Templates 2023-02-07 | HR Admin Dashboard Downloads:Power BI: https://indzara.com/product/hr-excel-templates/employee-admin-dashboard-power-bi-template/Excel: https://indzara.com/product/hr-excel-templates/hr-admin-dashboard-excel-template/Google Sheets: https://indzara.com/product/hr-excel-templates/hr-administration-dashboard-google-sheet-template/Creating Diversity and Inclusivity Reports is simple! Get interactive visuals on your organization's Diversity with our HR Administration Dashboard. Analyze further with multiple filters to get deeper insights into different departments' diversity.Our Administration Dashboard is all you need to simplify HR Reporting!!!Please visit our website for more such simple and effective solutions for your business and personal requirements at https://www.indzara.com
2023 Calendar Excel Template - A Quick Product Demo Indzara - Simple and Effective Templates 2023-01-30 | Calendar Excel Template: https://indzara.com/2023/01/excel-calendar-2023-with-23-formats-free-download/Click on the link to get your free copy of the template. This Excel template has 23 different calendar designs.Customize this for 2023 or any year. Each of the designs can be exported as a PDF copy or printed!The process is simple and straight forward:00:31 Enter Settings details, and within minutes choose from 23 different designs!!!Please visit our website for more such simple and effective solutions for your business and personal requirements at https://www.indzara.com
HR Onboarding Dashboard Excel Template Demo Indzara - Simple and Effective Templates 2023-01-23 | Simply the Onboarding process in your Organization with Indzara's HR Onboarding Dashboard Excel Template.Get instant access to key Onboarding metrics and reports with this Excel Template.With minimal time spent on data entry, get fully automated reports that will aid you in making informed decisions.Product Link: https://indzara.com/product/hr-excel-templates/hr-onboarding-dashboard-excel-template/Follow a simple 4-Step process to get started0:34 How to Define Settings for this template0:59 How to Enter Employee Data 1:08 How to Enter onboarding activity Dates in the template1:42 View the fully automated dashboardPlease visit our website for more such simple and effective solutions for your business and personal requirements at https://www.indzara.com
HR Performance Dashboard Google Sheet Template Demo Indzara - Simple and Effective Templates 2023-01-18 | As an HR, having a robust performance management system is vital to identify, evaluate, and reward employee performance, in a constructive and continuous manner is crucial.Tracking key performance metrics and reports will aid in putting a strategically successful performance management process within an organization.This HR Performance Dashboard Google Sheet Template provides important performance metrics and performance trends in a simple Google sheet dashboard.Product Link: https://indzara.com/product/hr-performance-dashboard-google-sheet-template/5 Simple Step process to get started0:31 How to define settings in the template?1:15 How to enter employee data?1:29 How to enter employee updates?1:38 How to enter performance data?2:02 How to view the dashboard?Please visit our website for more such simple and effective solutions for your business and personal requirements at https://www.indzara.com
How to create Payroll Calendars in Excel within 2 minutes? Indzara - Simple and Effective Templates 2023-01-10 | Using our Payroll Calendar Excel Template, create any payroll calendar instantly. Download: https://indzara.com/product/event-calendar-maker/#excel #calendar #template #simple #payroll #payday **** All-Purpose Calendar Maker **** Works for any yearStart with any monthStart week with any weekdayCustomizable weekends and holidays300 events and 1200 instances**** Visualization options & controls **** Categorize events into 12 Event TypesChoose from 15 Colors to highlight7 Calendar Designs (2 Yearly, 3 Monthly, Weekly and Daily calendars)**** Practical Functionality that saves time **** 12 Frequency Types (automatically generate recurring events)Control which events you would like to display by deactivating eventsControl order of priority of eventsSwitch Off Non-business days easily**** Simple, easy and quick **** Create calendars within minutesEasy and simple data entryPrint-ready calendar designs
2023 (Any) Year Calendar Maker Excel Template Indzara - Simple and Effective Templates 2023-01-09 | Buy Calendar Excel Template now at https://indzara.com/product/event-calendar-maker/#shorts
HR Onboarding Dashboard Google Sheet Template Demo Indzara - Simple and Effective Templates 2023-01-03 | Are you an HR professional with a need to simplify and manage all the Onboarding processes in your organization? The HR Onboarding Dashboard Google Sheet Template provides a comprehensive solution with automated reports, all with a minimal data entry process. Product Link: https://indzara.com/product/hr-onboarding-dashboard-google-sheet-template/Simple 4 Step process to get started1:01 How to Define Settings for this template1:34 How to Enter Employee Data 1:47 How to Enter onboarding activity Dates in the template2:36 View the fully automated dashboardPlease visit our website for more such simple and effective solutions for your business and personal requirements at https://www.indzara.com
10 HR Reports Automated with a single click - Employee Admin Dashboard Power BI Template - Demo Indzara - Simple and Effective Templates 2022-11-30 | 32 HR Metrics in 1 Power BI template – Employee Admin HR DashboardGet instant access to 10 HR reports and 32 key HR metrics with Power BI template. Refresh reports with a single click of a button.Download Power BI Template : https://indzara.com/product/employee-admin-dashboard-power-bi-template/CONTENT00:00 Introduction to Employee Admin Power BI Template00:25 Set up - How it works?00:45 Overview of Data Input in Microsoft Excel 03:30 Overview of Power BI Template - How to connect Power BI to Excel04:23: Home Page04:51: Headcount Report in Power BI05:21 Diversity Report in Power BI05:59 Salary Grade Report in Power BI06:24 Salary Distribution Report in Power BI06:53 Pay Equity Report in Power BI07:45 Trends Report in Power BI08:25 Geo Report in Power BI09:00 Onboarding Report in Power BI10:21 Exits Report in Power BI11:18 Retention Report in Power BI11:30 Create your own ReportsGet access to 32 key metrics like Headcount, Median Tenure, Median Age, Avg. Onboarding Time, Retention Rate, Turnover Rate and more.#headcount #retention #onboarding #tenure #payequity #diversity #powerbidashboard #powerbitemplate #hrdashboard #hranalytics #peopleanalytics #hrreport #hrtemplate #dashboard #excel #powerbi #salary #pay #tenure #retention #turnover 10 HR Reports• Headcount Report• Diversity Report• Salary Grade Report• Salary Distribution Report• Pay Equity Report• Trends Report• Geo Report• Onboarding Report• Exits Report• Retention Report
Training (Learning and Development) Dashboard - Power BI Template - Demo Indzara - Simple and Effective Templates 2022-11-14 | Use Power BI to take smart data-driven decisions and improve ROI of your Training program.Download Power BI Template: https://indzara.com/product/training-dashboard-power-bi-template/Get access to 24 key metrics like Training ROI, Investment per Employee, Enrollment %, Training Completion %, and Avg. Training Rating.5 automated reports that can be refreshed with the click of a button.#training #powerbidashboard #powerbitemplate #hrdashboard #hranalytics #peopleanalytics #hrreport #hrtemplate #dashboard #excel #powerbi #skillsmatrix #trainingprogram #employeetraining #learninganddevelopment
Recruitment Dashboard Power BI template Demo Indzara - Simple and Effective Templates 2022-11-11 | Improve Recruitment process in your organization and take data driven decisions to improve ROI.Download Recruitment Dashboard Power BI Template: https://indzara.com/product/recruitment-dashboard-power-bi-template/Instant access to 20 key metrics like Cost per Hire, Avg. Time to Hire and Conversion % and 5 automated reports in Power BI. #recruitmentprocess #hranalytics #peopleanalytics #hrdashboard #hrreports #powerbidashboard #hiring #humanresources #funnel #automated #powerbitemplate #hrtemplate #recruitmen #hrmetrics
Employee Performance Dashboard Power BI Template with 9-Box Grid Indzara - Simple and Effective Templates 2022-11-10 | Take smart data-based decisions to improve Employee Performance Managment program in your organization.Download Performance Dashboard Power BI Template: https://indzara.com/product/performance-dashboard-power-bi-template/Automated reports that can be easily refreshed with the click of a buttonVisualize and interact with the 9-Box grid instantly for any review period#performancemanagement #dashboard #powerbidashboard #powerbitemplate #hrdashboard #hrtemplate #hranalytics #peopleanalytics #powerbi #excel #9box #talentmanagement
Leave Dashboard Power BI Template to manage leave and availability in Power BI Indzara - Simple and Effective Templates 2022-11-10 | Simple solution to manage leave and availability in Power BI. Download Leave Dashboard Power BI Template: https://indzara.com/product/leave-dashboard-power-bi-template/4 Automated Reports with 13 HR metrics to manage attendance and plan capacity. #capacity #leave #vacation #report #dashboard #powerbidashboard #powerbitemplate #timemanagement #hrreport #hrdashboard
HR Administration Dashboard Excel Template - Headcount, Diversity, Salary and Pay Equity Indzara - Simple and Effective Templates 2022-09-15 | In this video I will share a simple 4 step process you can follow to instantly create 6 automated reports for your organization using an Excel template. Download HR Administration Dashboard Excel Template: https://indzara.com/product/hr-admin-dashboard-excel-template/Get instant access to key HR metrics like Headcount, Tenure, Age and Salary Automated reports including Diversity report, Headcount Report, Pay Equity Report and Salary Grade Report.Simplify HR Reporting.
Vacation and Attendance Tracker Excel Dashboard - Chapter 2 Lesson 4 - Employees Indzara - Simple and Effective Templates 2022-06-01 | Excel Dashboard Course - Vacation and Attendance Tracker Dashboard To watch the previous videos in this series, please see playlist: https://www.youtube.com/playlist?list=PLPA6EhiqturT9QdCVqFMkbH3RAcvWe_kyAttendance and Leave Tracker Excel template Entering Employee DataCreate a new sheet if needed or rename the default sheet as EMPLOYEES.Type a few rows of employee data, to begin with.The critical fields here are Employee Name, Start Date and End Date.Now, select the cells and press Ctrl+T to convert to a Table.Name the table T_EMP.Name the list of employee names L_EMP.
Simple Moving Average Stock Screener Demo - Spreadsheet with Live Market Data Indzara - Simple and Effective Templates 2022-04-13 | Stock Screener in Excel to identify stocks to sell or buy using Simple Moving Average indicator.Download Stock Screener Excel Template: https://indzara.com/product/simple-moving-average-stock-screener/Stock Market Templates: https://indzara.com/stock-market-templates/Chapters00:00 Introduction to the Simple Moving Average stock screener in Excel00:39 Setting a baseline stock01:09 Entering stocks in a watchlist02:04 Getting latest stock price - requires Microsoft 365 subscription02:30 Stock Market Data refresh - Settings03:13 Setting periods or lengths for the 3 Simple Moving Averages04:10 Setting timeframe to be Daily, Weekly or Monthly05:25 Trading signals (Buy/Sell) & SMA Rating (Strong Sell, Strong Buy, Buy, Sell, Neutral)06:45 Custom Attribute column07:38 Conditional formatting for stock price change %08:23 Adding more stocks to watchlist09:20 Slicer to select stocks for Buy or Sell
Building a Dynamic & Interactive Stock Screener in Excel based on Simple Moving Average Indzara - Simple and Effective Templates 2022-04-06 | Step by step tutorial to build a Stock Screener in Excel based on Simple Moving Average.Download Stock Screener Excel Template: https://indzara.com/product/simple-moving-average-stock-screener/Video: https://youtu.be/Nxi_qpuYmhYStock Market Templates: https://indzara.com/stock-market-templates/Build a stock screener to identify stocks with Buy or Sell Signals based on Simple Moving Average indicator. 00:00 Introduction - Scope and Objective of the video02:48 Step 1 - Calculate starting and ending dates for stock history to be pulled07:30 How to handle missing dates in StockHistory due to holidays and weekends15:55 How to include today's price when it is a trading day, while calculating simple moving average23:32 Step 2 - Pulling stock history for stocks in our watch list 30:15 Step 3 - Calculating Simple Moving Average value for our stocks35:36 Step 4 - Make the Stock screener dynamic and interactiveAdding more properties or attributes like previous close price, change, change %37:35 Adding trading strategy signal - Buy or Sell38:40 How to insert slicers or filter39:30 How to make the screener dynamic for any simple moving average length or period44:07 Adding counters to count the number of buy and sell signal stocks47:02 How to add more stocks to watchlist and accommodate in our calculations51:49 How to do weekly timeframe or monthly timeframe, instead of daily timeframe52:34 Make sure that the history pulled in first step is long enough to find the starting and ending dates54:08 Newer Stocks which do not have enough history 55:15 Stocks should belong to same Time ZoneRequires Microsoft 365 subscription plan to pull live stock market data. https://indzara.com/stock-market-templates/
Technical Analysis Excel template - 25 Technical Indicators including MACD, RSI and Moving Averages Indzara - Simple and Effective Templates 2022-03-30 | Take smart trading decisions based on technical analysis in Excel. 25 technical indicators pre-built in one Excel spreadsheet Stock Market Excel Template. ******* Links ******* Download Technical Analysis Pro ExcelTemplate: https://indzara.com/product/technical-analysis-pro-excel-template/ Support portal: https://support.indzara.com/support/solutions/folders/62000168020Free Stock lookup Template: https://indzara.com/2021/04/stock-lookup-excel-template/Stock Market templates: https://indzara.com/stock-market-templates/ Microsoft 365 subscription: https://www.microsoft.com/en-us/microsoft-365/******* Chapters ******* 00:00 Introduction00:19 Purpose of Technical Analysis Pro Excel Template00:58 25 Technical Indicators 01:24 Demo of the template – How to pull stock market data for any stock? 03:00 Output display of the 25 technical indicator values03:54 Candlestick Chart04:06 Signal Chart – Buy/Sell signal based on a technical indicator04:55 Multiple Indicators in one chart05:53 Two more dynamic charts 06:55 Frequently Asked Questions – Can I customize parameters of technical Indicators?07:29 Can I see indicator values for past dates?08:19 Can I change the duration history plotted on charts?08:34 Can I change timeframe? Daily/Weekly/Monthly timeframe09:13 Can I change the charts’ positions and sizes?09:46 Can I make any formatting changes?10:02 Can I add more sheets to the Excel file?10:35 Will I get full access to the file?11:15 How does the template get the market data?11:30 Is the market data live or real-time?11:46 Which stocks are included?12:42 What are the requirements? Microsoft 365 subscription13:30 How to get this template? Indzara.com13:52: What if there are updates to the file?14:13 Support available for template14:38 Customization projects
How to migrate data from v1 to v2 of Retention Dashboard Excel Template? Indzara - Simple and Effective Templates 2022-03-22 | Instructions to move data from v1 to v2 of Retention Dashboard Excel Template.Download Template: https://indzara.com/product/retention-dashboard/In the previous video https://youtu.be/yR60l8vZnmQ, we discussed the upgrades made in v2 of the Retention Dashboard Excel template.If you are an existing customer using v1 of the template, follow the steps outlined in this video to move data to v2 of the template.Chapters00:00 Introduction00:35 How to move data from old file to new file?04:23 How to use after moving data to new file?04:45 Recommended tip for saving backups of files 05:05 contact us if any assistance is needed
How to handle changes in employee profile when reporting on HR Retention metrics? Indzara - Simple and Effective Templates 2022-03-22 | Glad to announce an upgrade to our popular Retention Dashboard Excel template. https://indzara.com/product/retention-dashboard/ How to handle employee profile changes when reporting on retention HR metrics?Chapters00:00 Introduction01:00 Upgraded feature 1: Enabled Date selection in Retention Dashboard01:50 Upgraded feature 2: Filters in Retention Dashboard02:42 Upgraded feature 3: Handling changes in employee profile/attributes03:50 Entering a new record when employee profile changes05:10 Updating old record with exit information06:50 Dashboards reflect the changes in employee profile/attributes09:03 How to get the upgraded Employee Retention Dashboard Excel Template?More on https://indzara.com/hr
9 Box Grid Excel Template for Talent Management - HR Template Indzara - Simple and Effective Templates 2022-03-01 | Create a 9 box grid with 3 simple steps using our Excel template.Download 9 Box grid Excel Template: https://indzara.com/product/9-box-grid-excel-template/Chapters:00:00 Introduction00:33 What is a 9-box grid, Why should it be used?01:56 What are the components of a 9-box grid?05:37 9-box Grid Excel template - How to use to create your own 9-box Grid09:55 Closing thoughts - Please provide feedback or questions. Thank you. The 9-box grid is one of the most used talent management frameworks that considers an employee’s past performance and future potential to the company or an organization.The objective of such a talent management tool is toRecognize and reward high performance & high potential employeesIdentify under-performing employees and take actions to correct courseHave visibility to overall team strength and plan employee developmentAssist in succession planningDescriptions taken from SHRM: https://www.shrm.org/resourcesandtools/tools-and-samples/hr-qa/pages/whatsa9boxgridandhowcananhrdepartmentuseit.aspx
Salary Structure Explained with Example - Create your own in less than 5 minutes Indzara - Simple and Effective Templates 2022-01-28 | I explain what a salary structure is, what the key attributes of a salary grade and structure are, and then demo an Excel template to create a salary structure. Download Salary structure Template Excel: https://indzara.com/product/salary-structure-excel-template/Create a customized salary structure for your company instantly.Chapters00:00 Introduction - Purpose of video00:45 What is a Salary Structure or Pay Structure?03:18 Key attributes of a salary Grade - Min, Max, Midpoint, Range, Spread05:30 Two measures of a salary structure 05:55 Midpoint Differential or Midpoint Progression06:30 Salary Range or Salary Grade Overlap07:31 Summarizing the Salary structure example07:55 How to use the Excel template to create salary structure?08:15 Inputs to Salary Structure calculator12:23 Output Salary Structure or Pay Structure14:31 Download Template from indzara.com https://indzara.com/product/salary-structure-excel-template/
How to plan and track weight loss using an Excel Spreadsheet? Indzara - Simple and Effective Templates 2022-01-12 | I present a simple and effective 5-step process to define your fitness or weight loss goal and track your progress using a simple Excel spreadsheet.You can download this Weight Loss Tracker Excel template from indzara.com. https://indzara.com/product/fitness-weight-loss-tracker/Here is the 5 step process1. SET WEIGHT GOAL Enter your basic information such as height and weight. Set a target weight goal. The template can handle both English and Metric system of measurements. 2. CHOOSE ACTIVITIES Choose specific fitness activities and define targets for each of those activities. For example, here I have 30 mins of walking per day, 20 miles of biking per week, meditate for 6 hours per week and so on. The activities can also be habits. For example, eat dinner before 7 pm 5 days a week. Do not eat sugar 4 days a week. So on. 3. PLANNING As they say, if you fail to plan, you are planning to fail. Since each week could be a different schedule, take the time to plan your week. Every week, on Sunday, plan your activities for the coming week. Ensure that your plan will result in meeting your targets for each of the fitness activities. For example, if you target biking 20 miles per week, make sure that you schedule that in your plan. a. Tip: Print the weekly plan and post it in your home or office where you will see it multiple times a day. Once you have a solid plan, next step is to execute your plan. 4. RECORD ACTIVITIES: Enter actual progress of activities daily. As you walk, bike, run or perform the activities planned, enter them in the Excel file. Also, record your weight. a. Tip: Record progress on the printed paper daily and then enter in the Excel file weekly or when you have time. 5. MEASURE PROGRESS: The template automatically prepares the Fitness dashboard.a. The Fitness Dashboard shows the latest weight and BMI and whether you have achieved your weight goal or not. b. Each of the fitness activities are displayed with % of goal achieved. It will be green if goal is achieved, red if below the threshold and yellow if in between.c. For example, 1132 mins of walking were completed out of a target of 840 mins. That is 135% of goal. Whereas in Biking, 121 miles were achieved out of a goal of 180 miles. That is only 67%. d. If you are not achieving your weight goal, take the time to identify activities which you are not executing as planned. Modify your schedule and make a concerted effort to stick to your plan.e. Please make a habit to enter data at least once a week and review the progress. This will help you make the necessary changes in habits to improve in upcoming week.
Create your own calendars - 2022 Excel Calendar Template Indzara - Simple and Effective Templates 2022-01-03 | On behalf of indzara.com, I would like to wish you a very happy new year. May all your wishes come true and you and your family have a peaceful and happy 2022. In this short video, I share the new free 2022 Calendar Excel Template. It works for any year – not just 2022. :)You can download this for free https://indzara.com/2022/01/excel-calendar-2022-with-22-formats-free-download/• As with all our templates, this is a Simple and Effective solution to create calendars. Creates digital calendars that can also be printed or Exported to PDF. • In addition to creating an empty calendar, you can display holidays and personal events like birthdays, anniversaries, etc. • Lots of customization options: o Customize calendars by choosing the Year, Starting month, and Starting day of the week. I understand that different countries, cultures and companies have different starting months, different starting day of the week and different weekend days. • Once you enter data once, the template automatically creates 22 Calendar designs. o You get annual calendars, monthly calendars, weekly calendars, daily calendars, we also have one that displays 2 years. o Some designs display the actual holiday names and personal events. Some don’t. o You can even create photo or picture calendar. • Easy to change the formatting (font size, font, text colors, fill colors)Let me give you an overview of how this works.1. Enter the year and starting month2. Enter the starting day of a week3. Choose which days are weekends4. Enter Holidays 5. Enter Personal Events 6. Pick the calendar design you want. 7. View/print/Export to PDF.If you find this template useful, I am sure that you will find many others on indzara.com useful. Please check out indzara.com for more.Have a healthy and safe 2022. Wishing you the best. See you soon in another video. Thank you for watching.
Measure & Improve Training (Learning & Development) Program - Excel Dashboard Indzara - Simple and Effective Templates 2021-12-28 | I present a simple and effective 5-step process for measuring and improving training program in your company, using a simple Excel file. Download Training Dashboard Excel Template: https://indzara.com/product/training-dashboard-excel-template/My promise to you is that after downloading this Excel template, within 15 minutes1. You will have a clear and simple streamlined process.2. You will spend less time in data entry and spend more time discussing trainings with people managers. 3. You will have instant access to 17 important Training KPIs and metrics4. You will have amazing insights - Which training courses should I invest more in? Which trainers have the best rating? Which department has the lowest completion percentage? You can then use the insights to make changes to improve your training program. 5. You can identify departments or trainers that are doing well in the KPIs. Implement those practices across the entire company, thus improving overall training effectiveness and efficiency.6. Finally, you can present all this rich insightful information in a simple dashboard to your company leadership anytime on demand. Everything is automated.More Human Resources (HR) Templates: https://indzara.com/hr-excel-templates/
Recruitment Dashboard - HR Simplified - How to track recruiting in Excel? Indzara - Simple and Effective Templates 2021-10-25 | A Simple & Effective solution to track Recruitment or hiring process. 5 simple steps. Amazing insights leading to smart data driven decisions for your HR organization.Download Recruitment Manager Excel Template: https://indzara.com/product/recruitment-manager-excel-template/HR Templates: https://indzara.com/hr-excel-templates/My promise to you: After downloading this Excel template, within 15 minutesYou will have a clear and simple streamlined process .You will spend less time in data entry and spend more time with hiring managers and candidates. You will have instant access to important Recruitment KPIs such as Cost per hire and Time to FillYou will have amazing insights about your Recruiting or hiring process You can identify departments or hiring managers that are doing well in the KPIsYou can present all this rich insightful information in a simple dashboard to your company leadership anytime on demand.Chapters00:00 Introduction & Problem Statement00:58 Benefits of the Solution01:57 The Process - Step 1: Define Recruitment stages02:32 Step 2 - Enter Jobs or Vacancies03:20 Step 3 - Enter applications received03:46 Step 4 - Record progress of applications04:19 Step 5 - Review applications and make decision05:02 Introduction to Recruitment Dashboard05:46 Recruitment KPIs - Hiring Efficiency - Time to Fill, Cost per Hire, Sources' contribution. Monthly Trends.06:23 Recruitment KPIs - Quality of Applications - Offer %, Hire %, Recruitment Funnel, Application Sources Analysis, Decline Reason analysis08:00 Recruitment KPIs - Open Positions, Pending Applications, Applications per position08:20 Recruitment KPIs - Analysis of all KPIs by Department, Location, Hiring manager, Recruiter and more08:44 Closing thoughts
Simplify HR: How to track Compliance Training in your company Indzara - Simple and Effective Templates 2021-10-11 | Download Compliance Training dashboard Excel Template: https://indzara.com/product/compliance-training-dashboard/You will have a simple & effective process to track and report on Compliance Training within 15 minutes using our Compliance Training Dashboard Excel Template. HR Templates: https://indzara.com/hr-excel-templates/Chapters:00:00 Introduction00:21 What is Compliance Training? Why is it needed?00:54 Step 1: Define trainings required01:25 Step 2: Enter new employee data and inform due dates02:07 Step 3: Schedule trainings and record in template03:23 Step 4: Issue compliance training completion certificate04:25 Step 5: Pro-actively monitor and remind employees to schedule05:13 Step 6: Gain insights into non-compliance and use dashboard to view Compliance KPIs (Compliance Percentage, Completion Percentage).06:02 ConclusionAre you finding it a hassle to track compliance training in your company?Do you have multiple trainings that the employee must complete by a certain date from start of employment?Do you have employees starting on different dates having to complete their training by different deadlines?Are employees missing out on deadlines for compliance training?Are you looking for quick insights as to where non-compliance is happening?Do you wish that you can take actions to prevent non-compliance easily?Use our Compliance Training Dashboard Excel template to simplify your process today. https://indzara.com/product/compliance-training-dashboard/Tracking Regulatory training, compliance training online, workplace safety training, etc.
Calculating Gender Diversity Percentage using formula in Excel Indzara - Simple and Effective Templates 2021-09-27 | We will focus on the technical side of measuring gender diversity. I will explain how we can calculate the Gender Diversity % using formulas in Excel.Read this as an article at https://indzara.com/2021/09/hr-kpi-gender-diversity/ Gender Diversity Excel Template Gender diversity is one among many different aspects of diversity, A measure of Gender diversity has become a critical part of Human Resource management in recent years.What % of employees in company are women?Chapters00:00 Introduction to Gender Diversity % metric/KPI00:47 Set up and overview of employee data01:35 Calculation of Gender Diversity % (concept / logic)03:35 Changing the display number format to %04:55 Closing thoughts on the KPI and calculations /formulaFormula using COUNTIFS and COUNTIF functions.
Calculating Average Employee Tenure using formula in Excel - HR KPIs & HR Metrics Indzara - Simple and Effective Templates 2021-09-23 | Step-by-step tutorial on how to calculate average employee tenure of a company using formulas in Excel. 00:00 Introduction00:14 Overview of data00:34 What is Employee Tenure? Definition of Employee tenure01:14 Calculate and store Today's date02:46 Reminder: Store the input data as table. See https://youtu.be/J6rCW0BXLf8 03:20 Calculate Tenure (in Months) for each employee using DATEDIF function05:27 Calculate Tenure in Years for each employee using ROUND function07:19 Calculate average tenure for all employees using AVERAGEIF function09:12 Displaying average tenure in years and months using INT functionTutorial: https://indzara.com/2021/09/hr-kpi-avg-employee-tenure/Visit https://indzara.com/hr for Excel templates and tutorials related to HR Analytics, HR metrics, HR KPIs and HR Dashboards. Functions used: DATEDIF, INT, ROUND, AVERAGEIF, TODAYhow to calculate HR metrics#hranalytics #hranalysis #hrmetrics #hrkpis #excel #peopleanalyticsI would love to hear from you how you calculate this HR metric in your company. Please let me know in the comments.Excel TutorialLet’s first calculate tenure for each employee. Tenure is the time from Employee’s Start date to Today. Average Employee Tenure is the average of all active employees in a company.Since we want to do this calculation for each employee, we should store the today’s date value once and re-use, instead of calculating TODAY for each employee. Formula for calculating today’s date.=TODAY() We can now write a formula for a new column ‘TENURE (YRS)’ in the table.Formula =ROUND(DATEDIF([@[START DATE]],TODAY,"m")/12,1) Now, let’s calculate the average tenure for all active employees.Formula =ROUND(AVERAGEIF(T_EMP[STATUS],"Active",T_EMP[TENURE (YRS)]),1)BonusAs a bonus, to make the display show number of months, we could add another formulaFormula =INT(G3)&" Years "&ROUND((G3-INT(G3))*12,0)&" Months"G3 here represents the Average tenure in Years we calculated earlier. Functions used: DATEDIF, INT, ROUND, AVERAGEIF, TODAY
Calculating Number of Employees easily using formulas in Excel - HR KPIs - HR Metrics Indzara - Simple and Effective Templates 2021-09-22 | Step-by-step tutorial on how to calculate # of employees in a company using formulas in Excel. I will take 4 common scenarios of input data and provide 4 simple Excel formulas to handle them. 00:00 Introduction to HR KPIs01:04 Scenario 1: Data has only active employees (COUNTA)05:08 Scenario 2: Data has both active and future employees (TODAY, COUNTIF)07:22 Scenario 3: Data has all employees with a status column (COUNTIF)09:04 Scenario 4: Joiners and Leavers data are in two separate datasets (COUNTIF, TODAY)Tutorial: https://indzara.com/2021/09/hr-kpi-number-of-employees/ Visit https://indzara.com/hr for Excel templates and tutorials related to HR Analytics, HR metrics, HR KPIs and HR Dashboards. #hranalytics #hranalysis #hrmetrics #hrkpis #excel #peopleanalyticsI would love to hear from you if your company’s data is in one of these 4 types or if you have a different data structure. Please let me know in the comments. Excel tutorialScenario 1: Only Active Employees in our datasetThis is the simplest scenario where you are already given only active employees in your dataset. Formula: =COUNTA(T_EMP[ID])In this case, we use the COUNTA function and choose the ID column in our T_EMP table (I had named the table T_EMP) Scenario 2: Active and Future Employees in our datasetIf your dataset has employees who have not started yet, then our previous formula will result in inflating the count of employees. We need to only count when the employee’s start date is today or before today. In this case, we use the COUNTIF function and choose the Start Date column in our T_EMP table (I had named the table T_EMP) with a condition less than or equals TODAY. Scenario 3: All Employees in our dataset with a Status columnSometimes, you may receive a dataset where there is a Status column which will say ‘Active’ or ‘Inactive’ for each employee. All the employees regardless of when they started and if/when they left will be included.In this case, we use the COUNTIF function and choose the Status column in our T_EMP table (I had named the table T_EMP) with a condition equal to “Active”.Scenario 4: Joiners and Leavers in 2 different datasetsAssuming, we have the joiners (hires) and leavers (exits) in 2 separate datasets as shown below.I have named the Joiners table T_EMP_JOINS and the leavers table T_EMP_EXITS.In this case, we use the COUNTIF function and count all the employees in the T_EMP_JOINS table with start date less than or equals Today, and then subtract the leavers (count of employees in T_EMP_EXITS table with Exit date less than or equals Today).I hope this was useful. In your company, how do you calculate the number of employees? I would love to hear from you in the comments section. If there is a specific metric or KPI you would like me to do a video about, please let me know. Visit https://indzara.com/hr for Excel templates and tutorials related to People Analytics, HR Analytics, Workforce Analytics, Talent Analytics, HR metrics, HR KPIs and HR Dashboards.
Dynamic Measures & KPIs in Excel Charts using Slicer Indzara - Simple and Effective Templates 2021-09-18 | Step by Step tutorial - How to create charts with dynamic measures or KPIs using a slicer control. Build interactive reports and dashboards in excel using this simple and effective technique. More at https://indzara.com/datavizChapters00:00 Introduction00:34 Set up input data in a table01:22 Set up table of measures01:52 Helper table - X Axis values calculations using UNIQUE function02:30 Y Axis calculation - dynamic calculation of measure - Nested IF functions05:50 Create a column chart06:51 One problem with the chart - What if new data is added to input table?07:28 Solution: Create Named ranges to be used in Chart10:09 Creating a Slicer control for dynamic KPI / Measure chart (using pivot table)
4 types of analysis with Motion Bubble Charts & Scatter Plots Indzara - Simple and Effective Templates 2021-09-13 | Motion charts or animated charts, allow us to express the data in ways that a static chart does not. In this video. I will talk about four types of analysis that we can do using motion or animated bubble charts. #dataviz #excel #excelchartsVideo demo of free template: https://www.youtube.com/watch?v=YiKA1B6VE7M Download Free template: https://indzara.com/2021/09/motion-bubble-chart-excel-template/For more https://indzara.com/dataviz Before I start with the analysis techniques, if you have not watched this presentation by Hans Rosling https://youtu.be/hVimVzgtD6w?t=212 please go check it out. It's a very popular, famous video where he shows the data in a very effective and engaging way, telling a story from the data using these animated bubble charts. Data was sourced from https://www.gapminder.org/data/ 4 types of analysis I cover in this video1. Movement of bubbles as a total population2. Movement of cohorts of bubbles3. Movement of one bubble in a cohort4. Movement of one versus another bubbleThere are two things important when it comes to motion charts or animated charts. First is the direction. So in this case, we saw how the bubbles mode from one place to another one spot on the chart to the other, the second is the Speed. How fast it moves. Please make sure that you pay attention to the axis. So for example, in this case, I have kept both the X and the Y axis exactly fixed. So they don't change when the data is changing. So if you do it as a default then Excel, for example, may try to readjust the scale that you don't want to do that because you are then introducing another dimension which will be kind of difficult to comprehend. And it may give you a misleading picture also. So I would recommend in this context, you know, keep those X and Y axis fixed. I think this is a very effective technique and you don't even have to speak or tell a story along with this presentations because the data itself speaks. The visual itself speaks to the audience. They, as long as they know what the X and Y axis are, they can understand the message themselves without you having to go through bullet points and, you know, make a big speech that is the power of this visualization technique, animated, scatterplot, animated bubble charts can be very effective. If you have other types of analysis that you would recommend or suggest that we should be doing with these bubble charts, I would love to hear from you, please post them in the comment section below. Thank you very much for watching.
Create Motion Bubble Charts & Scatter Plots in Excel Indzara - Simple and Effective Templates 2021-09-10 | Free Excel template to create motion bubble charts and scatter plots. Animated Single series and multi-series bubble charts and scatter plots. Free template: https://indzara.com/2021/09/motion-bubble-chart-excel-template/More data visualization templates: https://indzara.com/excel-templates-data-visualization-analytics/Download template and create animated or motion bubble charts and scatter plots with your own data. In this video, I demo the template and walk through how to enter data to do 4 types of analysis. I also share how to customize the formatting to your needs. Reporting and Analysis - Data Visualization - Business Intelligence simplifiedChapters00:21 Entering raw data for 3 quantitative variables02:26 Choosing series data for chart04:20 Chart features and functionality -Animate/Play, Pause and Reset motion Chart05:30 Control Animation speed06:07 Manual slider to change year and update chart06:30 Change step of the chart animation07:30 switch between scatter plot and bubble chart08:08 Max number of years08:18 Legend of Bubble chart08:45 Formatting – Change bubble colors09:30 control bubble scale10:15 Analysis by cohorts (continents) – multi-series10:30 Analysis of entire population – Single-series11:20 Highlight one bubble versus the cohort12:08 Compare two bubble (two countries)12:40 Formatting Data labels14:25 controlling the Axis bounds (minimum and maximum)
How to create a bubble chart in Excel - Step by Step tutorial Indzara - Simple and Effective Templates 2021-09-09 | Build a bubble chart in Excel from scratch. Step by Step tutorial of how to create a bubble chart with 3 variables and format the chart with essential elements.Bubble charts are very effective in data visualization when it comes to three quantitative or numeric variables. For more on data visualization in Excel, please visit https://indzara.com/excel-templates-data-visualization-analytics/#dataviz #excel Chapters00:55 Start building: Understand input Data in Excel01:19 Build a default bubble chart - Connect the X axis, Y axis and Bubble Size03:57 Editing Chart title04:18 Adding Axis labels05:30 Axis bounds (min and max values for x and y axes)07:00 Choosing Bubble color07:40 Adding data labels11:32 Gridlines13:30 Legend14:55 overlapping bubbles in bubble chart
Introduction to Bubble Chart and 4 types of analysis with examples Indzara - Simple and Effective Templates 2021-09-08 | Learn how Bubble Chart can be an effective data visualization technique. 4 types of analysis using a bubble chart with examples. Correlation, Exploratory data analysis, Cluster Analysis and Categorical variable impact. 00:19 Why do we need a Bubble chart02:55 Difference between Scatter plot vs Bubble chart03:36 Analysis 1: Correlation: What is Correlation?03:57 Analysis 1: Correlation: Direction of correlation - Positive Correlation or Negative Correlation04:48 Analysis 1: Correlation: Strength of correlation - Perfect Correlation, Strong Correlation, Weak Correlation06:42 Analysis 1: Correlation: Shape of correlation - Exponential, Power, Polygonal, Linear07:25 Analysis 1: Correlation not equal to Causation07:47 Analysis 2: Exploratory Data Analysis08:25 Analysis 3: Clusters of data - Finding clusters from data10:27 Analysis 4: Testing a categorical variable's impact - analysis of a pre-defined category11:45 Conclusion: 4 types of Analysis using bubble charthttps://indzara.com/excel-templates-data-visualization-analytics/Watch introduction to Column Chart: https://youtu.be/VOnXMd3WdZE
Introduction to Column Chart or Vertical Bar Chart in Excel Indzara - Simple and Effective Templates 2021-09-06 | What is a column chart, when to use it and how to create one in Excel. #excel #chart #datavizChapters00:25 Why do we need a column chart? 01:44 What are the 2 uses of a column chart? 03:13 4 Examples of column chart03:59 Key components of a column chart06:29 How to create a column chart in Excel?10:45 Formatting a column chart in ExcelAdvanced Chart templates with automated calculations and analysis: Column Chart: https://indzara.com/product/column-chart-excel-template/Bar Chart: https://indzara.com/product/bar-chart-excel-template/Data visualization in Excel: https://indzara.com/excel-templates-data-visualization-analytics/Column chart is a chart or a graph where data is represented as columns. This chart is also called vertical bar chart. Purpose of a simple column chartLet us take a simple set of data. We have the # of cars sold by these 7 brands in 2020 in the United states. If our objective is to find out the order of the brands in terms of sales, and to understand how different the sales are between the different brands, then we would have to do some work to get to those insights from this table. However, let’s say I present the same data in a column chart.Now we can quickly see that BMW is the brand with the largest sales among these 7 brands. Bentley has the least sales. Audi is the second and so on. Comparing the raw data to the column chart, raw data in a table turns into information and insights as we presented it in the chart format. Column Charts are effective in comparing quantitative measurements of categorical variables or categories. Identifying the order or position of a category compared to the other categories is a key outcome of column charts. Example: Which product has the highest or lowest sales?We can also visually compare BMW to Audi to get an impression of whether they are very close or not, based on the relative difference between the height of the columns. Are the top 2 brands neck to neck or is there a noticeable gap? In this case, there is. X Axis: The horizontal (or x) axis represents a categorical variable or a dimension. Example: Car brand, Product Name, Country name, Employee name, etc. Year or Month can also be a categorical variable.Y Axis: The vertical (or y) axis represents a numeric variable, something that can be counted or summed. Example: Sales in $, # of employees, etc. We cannot add two product names together. But we can count the number of units sold of a product. We cannot add or subtract or multiply or divide two departments. But we can add the number of employees in two departments. We can find the average number of employees. We can perform mathematical operations on numeric variables whereas we cannot do that on categorical variables. The height of the column or the bar represents the value of the numerical variable. How to create a column chart or vertical bar chart in Excel?• Click a cell outside the data.• Insert - Chart• Choose Series with numeric variable values• Choose X axis labels with categorical values• Click OKRight click on the chart to see the formatting options.
Income Statement Simplified - Create your income statement in Excel Indzara - Simple and Effective Templates 2021-08-26 | Create your income statement in 4 simple steps (one step is optional). Learn income statement definition & view samples. 7 parts of an income statement. Income statement format & formulas. Download free Income Statement template: https://indzara.com/2021/08/income-statement/Small Business Excel Templates: https://indzara.com/small-business-excel-templates/Small Business Finance Manager template: https://indzara.com/product/small-business-finance-manager-excel-template/ Agenda1. What is an Income statement?2. 3 Income statement Examples (Microsoft, Tesla, Apple)3. Income Statement format & structure4. Create Microsoft's income statement in Excel5. How to create your own income statement?Chapters00:00 Introduction & 5 topics for the video01:30 Income Statement Definition 02:50 Income Statement Examples (Microsoft, Tesla, Apple)12:05 7 parts of an income statement12:35 Income Statement format15:12 Creating Microsoft's Income statement in Excel17:07 Creating your income statement in 4 simple steps22:53 Benefits of free Income Statement Excel Template24:02 Recommended Excel TemplatesAn income statement is a financial statement of a company that shows the company’s revenues and expenses during a specific period. It is a representation of the ‘profitability’ of a company. In order to understand the structure and parts of an income statement, let us take a look at some example income statements from three well-known companies, Microsoft, Apple and Tesla. These are available to download from the companies’ websites.There are 7 key sections that I could see. 1. Sales or Revenue: This typically represents the sales amount of products and services shipped out to customers during the period. Whether the customers have made the payments to Microsoft is immaterial when it comes to the Income statement. When the cash actually flows into Microsoft will be reflected in a different financial statement (Cash Flow Statement). This is called the top line. 2. Cost of Sales or Cost of Revenuea. This is the direct cost of producing the goods. This will typically include raw materials, labor, shipping costs and other costs which were needed to build the inventory and deliver the products and services which generated the sales in the previous section. Also called as Cost of Goods Sold or COGS.3. Gross Margin: This is the amount left over from sales after removing the cost of Sales. This is a good indicator of the margin of our products or services. This is sometimes called Gross Profit.4. Operating Expenses: This represents the expenditure incurred by a company for operating or running the business. This includes salaries, rent and utility bills like electricity and water.Common grouping of Operating Expenses are i. Sales & Marketing expensesii. Research & Development (R&D) expensesiii. General & Administrative (G&A) expensesThese are sometimes called SG&A (Sales, General & Administrative) expenses. 5. Operating Income or Income from Operations: This is the net income for the company subtracting Operating expenses from Gross Margin. This represents a true profit margin of a company because it considers all expenses involved in running the business.6. Other Income/Expense NetApart from the business operations, if there are other income and expenses they are recorded in this section. This section will include income tax payments. For example, if a company sells its real estate for a profit, that will be non-operating income. Paying interest on a loan is non-operating expense, while receiving interest on a bank account will be non-operating income. Income Tax payments will be an expense.7. Net Income: Net Income represents the total net income of a company, considering both the operating and non-operating incomes and expenditures. If this amount is positive, that would indicate profit. If negative, it will be a loss. This is also referred to as the bottom line of a company. 4 simple steps to create your own statement for your business Step 1: Define categories and subcategoriesStep 2: Customize Terms (optional)Step 3: Enter transactions or entriesStep 4: Customize Income statement
