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in FireFox or Chrome - Go to Insight>Reports, scroll down and click on Requisitions - Hover on “Recruitment Status Report Test” and select “Run” on the right hand side - Select Parameters: o Req Status: Open o Req Type: Full time and Part time (hold shift down to select both) - Report will take several minutes to run - Once report is showing in web format, go back to Insight>Reports, scroll down and click on Requisitions - Hover on “Recruitment Status Report Test” and select “History” on the right hand side - In the pop up window, select the green Excel icon - Report will download in Excel - Open xls - Save as your data (pivot tables will not work in data downloaded that hasn’t been saved) Creating a Pivot Table: - Check your data: all columns must have headers (no blanks) - Click anywhere in data, and Insert>Pivot Table o Excel auto selects cells with data in them but always double check o Always select “new worksheet” - In Field View you can select your variables in the Field List pop up - Select variables for rows and for columns depending on what you want to count/analyze, drag in Field List box o Rule of thumb: put longer variable list in rows, shorter in columns - Tell the Pivot Table what you want it to count, drag that variable into the values space o Rule of thumb: use unique identifiers to count: App ID usually works best (or another numeric identifier. Identifiers like email will work but only if it’s a required field in your data) - Filter your data o Using drop down arrows, select what fields you want included in your report - Check on any blanks, if you don’t need the data, can deselect in Pivot Table - Add report filters for other variables, e.g. race/gender Formatting your data: - To show as percentages: in your pivot table, click on grand total cell and go to Value Field Settings>Show Values as> select the formatting (usually % by row or % by column) - To change to currency, right click on grand total cell>Value Field Settings>Number Format>Currency
To create chart. right click>Refresh data To rearrange columns (can be done three ways) o Click on drop down Row Label cell and Sort>A to Z or Z to A o Click on Column Header cell and move mouse until you get the compass>drag/drop your column o Click on Column Header cell and right click>Move To group data: o Select cells you want to group/combine. Excel does not know to update the pivot table. go to Insert Menu and select chart option (column is usually most handy) . right click>Group Expand/collapse grouping column as needed Other Tips: .- - - Refreshing data: if you make any changes to your raw data.Pivot Tables create very large xls files.To see data detail of totals in pivot table. You have to tell it to refresh by going into your table. right click and select Show Detail (will create new sheet in your xls) . To email data. copy>paste special values and then move/copy to a new sheet that can be emailed .