Automated reporting: a structured approach in four key steps
Qim info designs a bespoke reporting solution, structured around four key stages:
- Data preparation,
- Extraction, transformation, and modelling,
- Creation of indicators and reports,
- Documentation of the system.
A data specialist is assigned to lead the entire project in close collaboration with internal teams. Their expertise ensures consistency in data processing and the reliability of the indicators produced.
Discover the role of a data manager.
Structuring Excel data for automated reporting
The teams continue using their usual tool for data entry: Excel. Qim info steps in early to structure the files and make them compatible with the reporting process. This initial step ensures that the data can be effectively used within an automated framework.
Processing HR data with SQL Server to ensure reliable analysis
The Excel files are automatically imported into a Microsoft SQL Server database. The data is extracted, cleaned, and modelled to feed into the reports. This processing guarantees the quality and structure of the information required for analysis.
Creating automated indicators and interactive reports with Qlik Sense
The prepared data then feeds into automated reports and dynamic dashboards built with Qlik Sense. Indicators are updated automatically whenever the Excel files are modified, ensuring a reliable and continuous view of activity. Thanks to these visual reports, teams gain a clear overview to analyse working time, monitor project progress, and adjust their organisation in real time.
Documenting the solution to ensure autonomy and sustainability
To ensure teams can work independently, Qim info provides detailed documentation: update procedures, report user guides, and best practices. This deliverable supports the adoption of the solution and ensures its long-term sustainability.
HR Reporting Tools: Why Choose Excel, SQL Server, and Qlik Sense
Each tool used in this project meets a specific functional need: ease of data entry, processing performance, and clarity of analysis. Qim info selected these technologies for their complementarity, reliability, and ability to integrate into a fully automated process without disrupting users’ habits.
Excel: simplified time entry
A universal tool already well mastered by the teams, Excel remains a natural entry point for recording working hours. By structuring the files and adapting their format, Qim info transforms this everyday usage into a reliable data source, ready for analysis.
Microsoft SQL Server: reliable processing of HR data
SQL Server centralises the files, orchestrates data processing, and prepares the indicators needed for reporting. Its robustness ensures consistent calculations and long-term system stability.
Qlik Sense: clear visualisation and intuitive analysis
Qlik Sense showcases the transformed data through visual and interactive dashboards. Users can easily access indicators without needing technical skills, encouraging adoption and simplifying analysis at all levels of the organisation.