Analyzing and Automating Rewards Data with Excel Pivots and Macros


A Skill-Building Course with Compensation, Excel Expert Dianne Auld

Spend less time formatting data and more time analyzing and evaluating it. Join Excel rock star Dianne Auld as she demonstrates several tips for routine data formatting and calculations in this two-hour virtual classroom. Learn how to create pivot tables and charts to efficiently summarize large data sets, and add interactive tools to allow for more robust analysis. Then watch Dianne create a macro to automate repetitive tasks, allowing more time to focus on utilizing data rather than creating it. After this class, you will know how to:

  • Create interactive pivot tables quickly and easily
  • Write and run a macro to automate repetitive tasks

Extra value! Take home session files and instructions on how to replicate the functions demonstrated.

What You Will Learn:

Section 1 — Use Pivot Tables and Charts to Analyze Data and Create Interactive Dashboards

  • Model the impact of different base pay increases per level in the organization on average comparative ratios to market and on cost of increase.
    • Use pivot tables to count, sum or average data
    • Use the report filter to create one pivot table per manager or division
    • Use the pivot table to analyze salary or age or years of service distribution
    • Create pivot charts
    • Use slicers to make them interactive for very effective dashboards

Section 2 — Write Macros to Automate Frequent Tasks

  • Modeling the impact of different eligibility levels, share allocation numbers and stock price on cost of stock granted, cost of stock granted as a percent of base pay and shares granted as a percentage of shares outstanding.
    • Record a macro
    • Save and open macro files
    • Run a macro by using a control key or linking it to a shape

All demonstrated using one example.

Learning Options Click on your preferred Learning Option to see pricing and schedule.

Virtual Classroom

Live online instructor-led delivery of online course materials including real-time interaction with a subject-matter expert and peers — no travel required!


Member: $395 USD

$525 USD


Dianne Auld

Reward Consultant
Auld Compensation Consulting

Dianne Auld, CCP, GRP, CSCP, WLCP owns a consulting practice, Auld Compensation Consulting, in Cape Town, South Africa. . She consults to a wide range of organizations globally in all areas of total rewards. She has developed and taught courses in Africa, the Middle East, Asia, Europe, and the United States.

Dianne is also a faculty member at WorldatWork and a reviewer for the WorldatWork Journal. Well respected and known as an expert in the compensation field and Excel, Dianne's skills and expertise are in high demand. In fact, her sessions at the WorldatWork Total Rewards Conference and Exhibition typically fill to capacity. She is the author of the popular Dianne Auld’s Excel Tips, third edition.

Dianne has partnered with WorldatWork to develop several educational products to assist compensation professionals with their day-to-day tasks in Excel, including "Working Smarter and Faster with Excel Formulas, Charts and ASAP Utilities,” “Regression Analysis Made Easy with Excel,” “Hello Excel Power Query, My New BFF”, "Excel Skills for Compensation Professionals," and "Advanced Excel Skills and Dashboards for Compensation Professionals."

Course Credits & Certifications

  • Recertification

    0.25 credits

More Information

Who Should Register

Compensation practitioners or compensation managers with at least intermediate Excel skills.


You should have a computer with Microsoft Excel 2010 or later in order to use the modeling tools and formulas demonstrated in class.

How to Register


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Have Questions?


+1 877 951 9191

USA and Canada

+1 480 951 9191

Other Countries


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