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Practical 1: Employee Dataset – Formulas, Logical Functions & Charts

Lesson 1 of 14 in the free Statistical Analysis using Excel Lab notes on Siksha Sarovar, written by Rohit Jangra.

Program Statement

Create a worksheet named "Employee_Analysis" with 10 employee records and perform the following tasks using Excel formulas and features.

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Task 1: Create the Dataset

Create a table with the columns below and enter 10 records:

EmpIDEmployee NameDepartmentBasic Salary (₹)Experience (Years)Performance Score
E001Aman SharmaHR3500064.7
E002Priya SinghIT4200033.8
E003Rohit VermaFinance5000084.2
E004Neha GuptaMarketing2800012.9
E005Vikas YadavIT60000104.9
E006Riya JainHR3200023.5
E007Karan MehtaFinance4500054.0
E008Anjali TiwariMarketing2700012.3
E009Sanjay PatelIT5500074.6
E010Pooja RawatHR3800043.2

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Task 2: Mathematical Calculations

Add computed columns:

  1. Annual Salary=C2*12 (Basic Salary × 12)
  2. Experience Bonus (%) → Nested IF:
  • Experience ≥ 5 years → 10%
  • Experience 2–4 years → 5%
  • Experience < 2 years → 2%
  1. Bonus Amount=Annual Salary * Bonus %

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Task 3: Logical Functions (IF & Nested IF)

  1. Performance Category (Nested IF):
  • Score > 4.5 → Excellent
  • Score 3.5–4.4 → Very Good
  • Score 2.5–3.4 → Good
  • Below 2.5 → Needs Improvement
  1. Bonus Eligibility:
  • Eligible if Performance Score ≥ 3.5 AND Experience ≥ 3 years
  • Else → Not Eligible

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Task 4: Logical + Math Combination

  1. Final Bonus Amount → If Eligible → Bonus Amount, else → 0
  2. Revised Annual Salary → Annual Salary + Final Bonus Amount

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Task 5: Advanced Logical Functions

  1. Salary Grade (IFS / Nested IF):
  • Revised Salary ≥ ₹6,00,000 → Grade A
  • ₹4,00,000–₹5,99,999 → Grade B
  • Below ₹4,00,000 → Grade C
  1. Promotion Recommendation:
  • Promote if Grade = A OR Performance Category = Excellent
  • Else → Review Required

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Task 6: Summary Calculations (at the bottom of the sheet)

SummaryFormula
Total Annual Salary=SUM(Annual Salary column)
Average Performance=AVERAGE(Performance Score column)
Highest Revised Sal.=MAX(Revised Annual Salary column)
Eligible Employees=COUNTIF(Bonus Eligibility col,"Eligible")

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Task 7: Conditional Formatting

  • Green Fill → Performance Category = "Excellent"
  • Blue Fill → Salary Grade = "A"
  • Red Fill → Bonus Eligibility = "Not Eligible"

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Task 8: Chart Creation

Create a Clustered Column Chart:

  • Chart Title: Employee Revised Annual Salary
  • X-Axis: Employee Name
  • Y-Axis: Revised Annual Salary
  • Add data labels showing salary values
  • Place the chart in the same worksheet below the table

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Key Formulas Used

=== Annual Salary ===
=D2*12

=== Experience Bonus % ===
=IF(E2>=5, 10%, IF(E2>=2, 5%, 2%))

=== Bonus Amount ===
=G2*H2

=== Performance Category ===
=IF(F2>4.5,"Excellent",IF(F2>=3.5,"Very Good",IF(F2>=2.5,"Good","Needs Improvement")))

=== Bonus Eligibility ===
=IF(AND(F2>=3.5, E2>=3), "Eligible", "Not Eligible")

=== Final Bonus Amount ===
=IF(J2="Eligible", I2, 0)

=== Revised Annual Salary ===
=G2+K2

=== Salary Grade ===
=IFS(L2>=600000,"A", L2>=400000,"B", L2<400000,"C")

=== Promotion Recommendation ===
=IF(OR(M2="A", N2="Excellent"), "Promote", "Review Required")