Who said Excel takes lot of time / steps do something? Here is a list of 15 incredibly fun things you can do to your spreadsheets and each takes no more than 5 seconds to do.
Happy Friday 🙂
1. Change the shape / color of cell comments
Just select the cell comment, go to draw menu in bottom left corner of the screen, and choose change auto shape option, select a 32 pointed star or heart symbol or a smiley face, just wow everyone 🙂
2. Filter unique items from a list
Select the data, go to data > filter > advanced filter and check the “unique items” option.
3. Sort from Left to Right
What if your data flows from left to right instead of top to bottom. Just change the sort orientation from “sort options” in the data > sort menu.
4. Hide the grid lines from your sheets
Go to Options dialog in tools menu, uncheck the “grid lines” option to remove gridlines from your worksheets. You can also change the color of grid line from here (not recommended)
5. Add rounded border to your charts, make them look smooth
Just right click on the chart, select format chart option, in the dialog, check the “rounded borders”. You can even add a shadow effect from here.
6. Fetch live stock quotes / company research with one click
Just enter the stock symbol (MSFT, GOOG, AAPL etc.) in a cell, alt+click on the cell to launch “research pane”, select stock quotes to see MSN Money quotes for the selected symbol. You can fetch company profiles in the same way. Learn more.
7. Repeat rows on top when printing, show table headers on every page
When you are on the sheet view, just hit menu > file > page setup, go to the last tab, specify “rows to repeat”. You can “repeat columns while printing” as well from the same menu.
8. Remove conditional formatting / all formatting with one click
Just go to Menu > Edit > Clear > All to remove all the formatting from selected cell / range.
9. Auto sum cells with one click
Select a bunch of cells and click on the Sigma symbol on the standard tool bar. Alternatively you can use Alt+= keyboard shortcut.
10. Find width of a column with formula, really!
Just use =cell("width") to find the width of the column to which that formula cell belongs. Width is returned as the nearest integer.
11. Find total working days between any two dates, including holidays
If you work on project plans, gantt charts alot, this can be totally handy. Just type =networkdays(start date, end date, list of holidays) to fetch the number of working days. In the above sample you can see the number of working days between New years day and September first of this year (labor day).
12. Freeze Rows / Columns in your sheet, Show important info even when scrolling
Select the cell diagonally beneath the row / columns you want to freeze (for eg. if you wan to freeze row 1&2 and columns A&B, click in C3), go to menu > window and click on freeze panes.
13. Split sheets in to two, compare side by side to be more productive
Just click on this little vertical bar on the bottom right corner of the sheet (see below) and drag it to create a vertical split. You can do the same way for a horizontal split as well 🙂
14. Change the color of various sheet name tabs
Right click on sheet and select “Tab color” option to change the worksheet tab colors. Group them with similar colors if you have lot of sheets, it looks nice.
15. Insert a quick organization chart
Click on menu > insert > diagram to open the above dialog, just select the organization chart option, enter node values and you have a pretty organization chart. Alternatively learn how to create org charts in excel.
So what do you say now? Isn’t Excel Exciting? 😀
27 Responses to “9 Box grid for talent mapping – HR for Excel – Template & Explanation”
Great stuff! I can understand how to add a slicer to the pivot table, but how do you implement the departmental selector on the 'Filter' formula scheme?
Just saw this on your Youtube channel, and it’s areat idea...!
An easy way to overcome the "ugliness" of pivot tables and get it to look nice (in the format of the Output sheet), would be to simply build a sheet with the nice map at the top, a pivot underneath it and a slicer next to formatted map and then reference each of the 9 cells in the formatted map to the “related” cell in the Pivot.
Keep up the good work!
/Claus
Thanks Claus. That is a great idea 🙂
Hi Chandoo,
This is great! Curious how to make additional columns operate the same as the Department column (ex. have a "manager column") that would allow you to sort a 9 box by manager, area, or team in addition to department?
Feel free to email me if needed! mfry01@minnetronixmedical.com
Happy New Year
Madison Fry
I am curious about the smae thing. I would like to populate the 9 box with other views as well by adding additional columns. IE., I would like to add location, region, etc. Thank you.
This is great, thank you!
How can i see the whole data set of all the teams in the output table. Need a formula that will pick up all the employees
Hello,
Love the template. Thank you. Question - the drop down to pick a department on the Output tab does not seem to work on the downloadable template. Am I doing something incorrectly?
Thank you!
Hi Heather... Thank you. I am using Excel 365 to make the calculations. If you are using an older version of Excel, then the drop-down filter won't work.
Hi
I was able to follow your 9 box grid and modified based my needs. However, you tutorial did not show how to you create the filter for the "Pick a department. Can you kindly share how to create that filter that updated the grid. Thank you.
I am working on this project but I am struggling with the data validation for the department. I copy the worksheets data entry and output as the managers want to see different tabs for each managers.
I updated the source reference for each tab but It does not update the grid based on the new source. The list was updated but it does not populate the grid based on the performance and potential listed.
In addition the hyperlink Update Data and View Talent Map no longer works. Can you please help me.
I keep getting this error message in the pivot table:
This formula is invalid or incomplete: 'The expression is not valid or appears to be incomplete. Please review and correct the expression.
The following syntax error occurred during parsing: Invalid token, Line 1, Offset 14, ‘.
Hi, I used your 9-box excel template with excel 365. First off, thank you so very much. It is incredibly helpful!! My only question is that the boxes aren't big enough for all of the employees (specifically the middle which we call 'Core Employee'). Is there a way to make the boxes larger? Even though it is in excel, I am not able to increase row height (like I normally do in a speadsheet). Any ideas? Thanks again, Jody
Hi Chandoo,
Thanks for the great content. Re. 9 box grid, pls advise how do I increase the size of the box to accommodate more names?
Hi Chandoo,
I figured it out. Excel 365 has the format row height on the ribbon. Thank you
Merci Chandoo pour le modèle proposé,
j'ai une question et un souhait est il possible de développer davantage ce modèle en insérant la photo de chaque employé.
Hi Chandoo!
Great tutorial and tool, thank you! Your tutorial didn't include how to create additional filters on the "Output" tab. Could you please share how you did it?
Can this be done exactly in google sheets?
Hi Chandoo,
Thanks for the video it was really helpful. Is there any way to multi select the dropdown to display multiple or all departments rather than just one at once?
Hello Prish
I have Microsoft 365 and I am struggling to make the boxes larger/unable to increase row height; any idea how you made this work? Specifically in the Output tab where the map is?
Many thanks
Hello Jody, I have Microsoft 365 and I am struggling to make the boxes larger/unable to increase row height; any idea how you made this work? Specifically in the Output tab where the map is? Many thanks
Is there a way to change the 9 box wording descriptions, i.e. Work Horses, to our own internal langauge?
You can edit the file. The descriptions are textboxes.
Hi Chandoo, this is awesome and has worked perfectly. Due to a big organisation the 9 box grid on the output file is too small. I tried adjusting using the row/width ribbon under the format ribbon however it doesn't seem to work. Is there an easier way to adjust this?
Thanks!
When I drag the formula, it doesn't work, and the order I use with the data changes. In the beginning, the order is it is " candidates," " potential," and " performance," but when it goes to another column, it is " Potential," Performance," and "Candidates."Can you help me? Thank you very much, sending love from vietnam
Hi- I am working on the 9 grid project and I am trying to expand the box since I have over 100 names on a few of the columns. How do I do that?
Hi, Thank you this is great stuff and really useful.
As well as department as demonstrated on your clip, how can I display all candidates on the grid at once?
Many thanks in advance