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HR Excel Cheat Sheet

The document provides a comprehensive HR Excel cheat sheet featuring various formulas and examples for HR-related tasks. Key functions include VLOOKUP, HLOOKUP, INDEX-MATCH, COUNTIF, and others, along with practical applications like fetching employee names, counting department members, and categorizing salaries. Additional features such as Pivot Tables, Data Validation, and text manipulation functions are also included to enhance data management in HR.

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sarvesh mhatre
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367 views3 pages

HR Excel Cheat Sheet

The document provides a comprehensive HR Excel cheat sheet featuring various formulas and examples for HR-related tasks. Key functions include VLOOKUP, HLOOKUP, INDEX-MATCH, COUNTIF, and others, along with practical applications like fetching employee names, counting department members, and categorizing salaries. Additional features such as Pivot Tables, Data Validation, and text manipulation functions are also included to enhance data management in HR.

Uploaded by

sarvesh mhatre
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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HR Excel Cheat Sheet with Examples

HR Excel Formulas with Examples:

1. VLOOKUP:

Formula: =VLOOKUP(101, A2:D10, 2, FALSE)

Example: Fetch Employee Name using Employee ID.

2. HLOOKUP:

Formula: =HLOOKUP("Salary", A1:G3, 2, FALSE)

Example: Find Salary from horizontal data.

3. INDEX-MATCH:

Formula: =INDEX(C2:C10, MATCH(102, A2:A10, 0))

Example: Get Department based on Employee ID.

4. COUNTIF:

Formula: =COUNTIF(C2:C100, "HR")

Example: Count how many employees are in the HR department.

5. COUNTIFS:

Formula: =COUNTIFS(D2:D100, ">2022-01-01", C2:C100, "HR")

Example: Count HR employees joined after 2022.

6. IF with Nested Conditions:


Formula: =IF(D2>40000, "High", IF(D2>30000, "Medium", "Low"))

Example: Categorize salary as High, Medium, or Low.

7. CONCATENATE (TEXTJOIN in Office 365):

Formula: =CONCATENATE(A2, " - ", B2)

Example: Combine Employee ID with Name.

8. DATEDIF (Ageing Calculation):

Formula: =DATEDIF(D2, TODAY(), "Y") & " Years"

Example: Calculate Employee Tenure.

9. LEFT, RIGHT, MID:

Formula: =LEFT(A2, 3)

Example: Extract first 3 letters of Employee ID.

10. Pivot Tables:

Step-by-Step:

- Select Data Range

- Go to Insert -> Pivot Table

- Drag Department to Rows and Salary to Values.

11. Data Validation:

Example: Dropdown for Department Selection.

Go to Data -> Data Validation -> List

12. Text to Columns:


Example: Split Employee Name into First and Last Name.

13. PROPER Function:

Formula: =PROPER(A2)

Example: Convert text to Proper Case.

14. LEN Function:

Formula: =LEN(A2)

Example: Count characters in Employee Name.

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