A dimension is a grouping, such as division or employment status. Choose one that fits the question.
Pivot Tables Software
Explore HR data from different perspectives with Forte HRIS Pivot Table. Group available information, compare results and prepare summaries around the questions you need to answer.
One Dataset, Several Ways to Understand HR
HR questions often change even when the underlying data does not. A company might first need headcount by division, then a comparison by employment status or another grouping. Pivot tables help reorganize how that information is read.
Appropriate grouping makes distributions and relationships easier to explore without reviewing every record individually. Results still need interpretation alongside data definitions and the purpose of the analysis.
Group Information Around a Clear Need
Forte HRIS Pivot Table helps summarize available data using relevant groups. Users can review combinations of information to understand company conditions more clearly.
For example, headcount by division can be reviewed alongside employment status. This identifies areas to investigate without sharing personal details that are unnecessary for the discussion.
Understand the Group and the Measure
A group describes how data is divided; a measure describes what is counted. Understanding both helps users choose a summary that answers the right question.
Employee counts differ from transaction counts. One employee can have multiple transactions, so a higher value does not necessarily mean more people.
Compare Like-for-Like Scope
Use comparable timeframes and populations when reviewing changes. Transfers, restructuring or different coverage can make two periods unsuitable for direct comparison.
Record relevant context when preparing a summary. A short explanation of the period and population helps recipients understand what is included and excluded.
Check Totals Before Drawing Conclusions
Compare the summary with its relevant source data. Consider incomplete records, missing values and whether a record is counted under a different context.
This matters before presenting a summary in a meeting or using it for further discussion. Pivot tables organize information, while accurate records determine its quality.
Use the Result for Follow-Up Questions
A summary can reveal which groups deserve a closer look. HR can then inspect supporting information and ask people familiar with the work for context.
Avoid adding too many groups at once. Start with a simple layout answering one question, then extend it only when necessary.
Ongoing Development and Experienced Support
Forte HRIS is a cloud application developed on an ongoing basis. Attention to application quality and user experience supports everyday HR administration and long-term use.
Forte HRIS provides guaranteed ongoing support from an experienced team. Get help with application use, configuration and issues once you start using the application, as your application needs evolve.
Understand the Basics of Pivot Tables
A measure is the value being calculated. Check whether you are reading employees, transactions or another value.
Totals need context. Check coverage, missing values and whether several records belong to the same employee.
FAQ
Questions About Pivot Tables
What is a pivot table in HR work?
It summarizes data by groups such as division and employment status, letting HR review distributions without examining every record individually.
Why do transaction and employee counts differ?
An employee can have multiple transaction records. Check the data type and counting basis before describing a result as a number of people.
Can every field be used in a pivot?
Grouping depends on the data and fields available in the relevant view. Discuss specific requirements with Forte HRIS to match the reporting scope.
Why should totals be checked?
Checks help confirm coverage, missing values and the counting basis. A well-presented summary can still be misunderstood if its source context is unclear.
When is a pivot more useful than a dashboard?
A pivot helps explore combinations of data groups. A dashboard provides a main visual overview; both can be used together.
Is help available from Forte HRIS?
Yes. Experienced support helps with application use, requirements and follow-up on difficulties.
How can we use the analysis responsibly?
Check the total against the source and confirm whether it counts people or transactions. State the period and groups included so readers can interpret the figures correctly.
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