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People dashboards track individuals and how they perform over time. HR watches employees; Student watches learners. They are paired because both measure the same shape of problem — who is engaged, who is at risk, and how performance trends — just in a workplace vs a classroom. We use the foundation method for both.
HR business partners and executives use this to answer: Is attrition rising? Where are the skill gaps? Are we spending fairly on pay? It turns a headcount export into a workforce snapshot.
Load a table named HRData with these columns:
| Column | Example |
|---|---|
| EmployeeID | E-001 |
| Name | J. Doe |
| Department | Engineering |
| HireDate | 2023-02-10 |
| TerminationDate | (blank if active) |
| Salary | 72000 |
| PerformanceRating | 4 |
| TrainingHours | 32 |
| Manager | L. Singh |
Ask Copilot to add a tenure column:
Add a column TenureYears as (today - HireDate) in years.
KPI cards:
=COUNTA(HRData[EmployeeID])-COUNT(HRData[TerminationDate]) =COUNT(HRData[TerminationDate])/COUNTA(HRData[EmployeeID]) =AVERAGE(HRData[TenureYears]) =AVERAGE(HRData[Salary])
The attrition formula counts terminated rows over total rows.
Copilot prompt:
Insert a column chart of headcount by department from HRData.
Flag departments with high leavers using conditional formatting on the attrition column, or a simple threshold formula:
=IF([@AttritionRate]>0.15,"High","OK")
Anything above 15% is flagged "High" so managers act early.
Design an HR dashboard in Excel from a table named HRData with columns EmployeeID, Department, HireDate, TerminationDate, Salary, PerformanceRating, TrainingHours. Give KPIs, charts, and a Copilot prompt.
Top: KPI cards (Headcount, Attrition, Avg Tenure, Avg Salary). Middle: Headcount-by-department column + Attrition trend line. Bottom: Salary-by-department bar + Rating pie. Slice by Department and Manager.
Teachers and administrators use this to answer: Which students are falling behind? Which subject is weakest? It turns a gradebook export into an intervention tool.
Load a table named StudentData with these columns:
| Column | Example |
|---|---|
| StudentID | S-001 |
| Name | M. Lee |
| Class | 10A |
| Subject | Math |
| Score | 78 |
| AttendancePct | 92 |
| Grade | B |
| Term | 2026-S1 |
Ask Copilot to add a pass flag:
Add a column Passed as Yes if Score is 50 or more, else No.
KPI cards:
=AVERAGE(StudentData[Score]) =COUNTIFS(StudentData[Passed],"Yes")/COUNTA(StudentData[StudentID]) =AVERAGE(StudentData[AttendancePct])
The pass-rate card divides passing rows by total rows.
Copilot prompt:
Insert a column chart of average score by subject from StudentData.
Flag students who need help:
=IF(AND([@Score]<50,[@AttendancePct]<85),"At Risk","OK")
Low score and low attendance together is marked "At Risk" for early support.
Design a student performance dashboard in Excel from a table named StudentData with columns StudentID, Class, Subject, Score, AttendancePct, Term. Give KPIs, charts, and a Copilot prompt.
Top: KPI cards (Avg Score, Pass Rate, Attendance). Middle: Score-by-subject column + Attendance-vs-Score view. Bottom: At-risk table. Slice by Class, Subject, and Term.
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4 questions · Pass with 70%+
1How is the HR Attrition Rate calculated?
2What two conditions must be true for a student to be flagged "At Risk"?
3What does Copilot add when you prompt: "Add a column TenureYears as (today - HireDate) in years"?
4What chart type is suggested for the HR Performance Rating mix?
Technology
Excel with AI
Lesson group
AI Dashboards
Progress
60% complete
