It is no exaggeration that knowing excel formulas can give you a career boost. From someone starting at the long list of numbers, you can become a data god who can lookup, manipulate and analyze any spreadsheet by learning few excel formulas.
So when our little excel blog hit the 5000 RSS Subscriber milestone, I celebrated the occasion by asking you to share an excel formula through twitter or comments with rest of us. And boy, what an excellent list of formula tips you have shared with us all.
Here is the complete list of entries for the twitter formula contest.
Follow the links next to contributor’s name to see the original twitter post or comment
To return the full Path+Filename of your (saved) workbook
by Dmurphy on PHD comments
To return the full Path+Filename of your (saved) workbook (and dropping the [] characters) to get, for example, C:\Data\ExcelFiles\MyWorkbook.xls: =SUBSTITUTE(SUBSTITUTE(LEFT(CELL(”filename”,$A$1), FIND(”]”,CELL(”filename”,$A$1))),”[“,””),”]“,””)
Create a Dynamic Range that Grows and Shrinks with Data
by ps62 on twitter [@ps62]
IF($A6=””,””, SUM(OFFSET(Data,$A6-1,StartDateIndex-1,1,NumCols))) – makes stuff dynamic
Find the last cell in a row
by govi on twitter [@govi]
Return last filled cell in a row: =LOOKUP(9,999E+307;A1:IV1)
Cleaning your data (Example, changing the values in a column)
by artjohnson on twitter [@artjohnson]
Excel. Cust name header in C9 and text datalist below. Formula in B9 moves name from C9 to B9. Copy down. =if(isblank(C8),c9,b8)
Extract the month from a date
by Alan on PHD comments
Probably a easier way of doing this , extracting the month from a date as text. A1 is date =TEXT(DATE(0,MONTH(a1),1),”mmmm”)
Clean your text before you lookup
by rushikul on twitter [@rushikul]
=VLOOKUP(CLEAN(TRIM(E20)),F5:G18,2,0). To make sure you are using clear text, as text is most used in vookup_value
Find if two ranges are statistically different
by nandoaires on twitter [@nandoaires]
=IF((1-(1-NORMSDIST(ABS(A1-A2)/SQRT((2*AVERAGE(A1:A2)*(1-AVERAGE(A1:A2)))/(A3))))*2)>0,95;”Different”;”Equals”)
Lookup 3 criteria and return the match
by Alan_xls on twitter [@Alan_xls]
=Index(return,Match(1,(1stRange=criteria1)*(2ndRange=criteria2)*(3rdRange=criteria3),0)) Return result where 3 values match,Array Form
Offset with Match, get data from somewhere else
by Arnab Bose on PHD comments
This formula looks up data from another sheet considering three parameters keeping into account the column A and column B with sub-components (both on another sheet) and matching them up with the heading on both sheets. =OFFSET(’Data Sheet’!$C$1,MATCH(D$2,’Data Sheet’!$A$2:$A$140,0)+MATCH($B5,’Data Sheet’!$B$2:$B$20,0)-1,MATCH(D$3,’Data Sheet’!$C$1:$J$1,0)-1)
Using SUM with multiple conditions
by ps62 on twitter [@ps62]
{=SUM(IF(shoes=”nike”,Units,0))} – array formula – two conditions
VLOOKUP but get values from the left
by bsamson on twitter [@bsamson]
VLookup to return values to the left of the lookup range: =INDEX(SearchRange,MATCH(LookupValue,LookupRange,FALSE))
Getting data from a dynamic range
by Arnab Bose on PHD comments
This formula extracts data from a dynamic data range and returns a zero value if there is an #N/A error. =IF(ISNA(HLOOKUP($A14,Data!$AB$2:$AW$9,MATCH(”P”,Data!$AB$2:$AB$2,0),0)), 0,HLOOKUP($A14,Data!$AB$2:$AW$9,MATCH(”P”,Data!$AB$2:$AB$2,0),0))
Find the difference between maximums of two ranges
by PreetAulakh on twitter [@PreetAulakh]
{=MAX(K5:M5-K4:M4)}, one step formula to determine the max of difference of two ranges! No curly brackets in excel, Cltr+Shift+Enter
Find the top 3 values of a range
by JassiAulakh on twitter [@JassiAulakh]
Large(A1:A100,{1,2,3}). Gives you 3 highest values of a range. Select three cells and enter this formulas. Then Cltr+Shift+Enter
SUMPRODUCT with multiple conditions
by Martin on PHD comments
Here’s my little contribution (previously posted 😉 Named Ranges (should be dynamic, but….) Ship $A$2:$A$8 Captain $B$2:$B$8 flights $C$2:$C$8 in F:F Summary_ship $F$2:$I$2 this 3:3 Summary_Captain $E$3:$E$6 data is in range A1:C8, and summary is in E1:I6. =SUMPRODUCT((Ship=in Summary_ship)*(Captain=this Summary_Captain)*(flights))
Get the name of the workbook
by Dmurphy on PHD comments
To return the name of the workbook only, e.g. MyWorkbook.xls: =MID(CELL(”filename”,$A$1),FIND(”[“,CELL(“filename”,$A$1))+1,FIND(“]“,CELL(”filename”,$A$1))-FIND(”[”,CELL(”filename”,$A$1))-1)
Excel Formula Fun – Should we fight… ?
by chrismelck on twitter [@chrismelck]
=IF(ISERROR(VLOOKUP(WOMD,Iraq,1,FALSE)),”Declare war”,”Declare war anyway”)
More ways to use IF and Then formula
by Olu D. on PHD comments
This formula determines the Active (=”T”) status or otherwise of Employees in an Excel spreadsheet: =IF(AC2=””,”X”,IF(AND(AC2=500000,AD2=””),”T”,IF(AND(AC2500000,AD2?”),”F”,”Pls Enter Leaving Reason!!”)))
Using INDIRECT along with VLOOKUP to make dynamic lookups
by squash86 on twitter [@squash86]
=VLOOKUP(B3, INDIRECT(B36), COLUMN()-1,FALSE) The INDIRECT returns the name of a named range that holds the data table.
Calculate the p-value of a t-statistic [Don’t ask me what it is 😛 ]
by David on PHD comments
=NORMDIST(-1*ABS((Z27-AE27)/AG27),0,1,TRUE). Calculate p-value for t-statistic based on means in Z27 and AE27 and the std err of mean in AG27.
What is on the right side of that string
by aniVy on twitter [@aniVy]
=RIGHT(A1,LEN(A1)-FIND(“-“,A1,1)) – Extracts right side string after a hyphen.
Find frequency distribution of a range of values
by Cody on PHD comments
=FREQUENCY(DY5:DY118,EU4:EU14) for creating frequency distributions. I can’t believe I went so long before discovering that there’s an easy built-in array function that does this. Constructing the distribution by hand was always a pain.
In-cell bar graph
by JohnCorp on twitter [@JohnCorp]
=REPT(“|”,A1/MAX($A$1:$A$5)*30) creates a bar graph from the data in the range a1:a5, change the font to change the look of the graph
Get the name of the current worksheet
by Dmurphy on PHD comments
To return the name fo the current worksheet, e.g. “Sheet1?: =MID(CELL(”filename”,$A$1),FIND(”]”,CELL(”filename”,$A$1))+1, LEN(CELL(”filename”,$A$1))-FIND(”]”,CELL(”filename”,$A$1)))
Excel formula fun – Usetheforce()
by _mikii on twitter [@_mikii]
=usetheforce(choke,”Moff Jerjerrod”)
UDF to calculate to royalty, I am not getting any
by chrislbs on twitter [@chrislbs]
=TieredRoyalty($R$16:$T$19,I5) @r1c1 Uses a UDF to calculate royalty on I5 based on a TierTable in R16:T19, saving nested vlookups
Find the Next Friday the 13th
by S3bast1an on twitter [@S3bast1an]
ARRAYformula – Next Friday 13th is =MIN(IF(((WEEKDAY(TODAY()+ROW(1:1000);2)=5)*(DAY(TODAY()+ROW(1:1000))=13))=1;TODAY()+ROW(1:1000)))
Split first name and last name
by Mahmut on PHD comments
=LEFT(A1,FIND(” “,A1)-1) =RIGHT(A1,LEN(A1)-FIND(” “,A1)) Split first names and last names.
IF with a VLOOKUP
by m4th1337 on twitter [@m4th1337]
=IF(VLOOKUP(C1,’Historical Data’!$A$2:$S$332,4,FALSE)>F1,”-“,IF(VLOOKUP(C1,’Historical Data’!$A$2:$S$332,4,FALSE)
And now for the winners
I wish I had more prizes to give. All the tips are truly marvelous. I have learned several cool uses of excel formulas. But alas, we have only 2 prizes in this contest.
Dashboard bundle from Bonavista Systems goes to Govi
The excel formulas 2007 book by John Walkenbach goes to DMurphy
Both the winners are randomly selected. I have already sent them an e-mail with the further instructions to claim the prizes.
Big thank you to Bonavista Systems, the contest sponsor
I would like to thank Andreas from Bonavista systems for sponsoring the dashboard bundle. Bonavista systems makes some really cool tools for excel dashboards, spark-lines and helps you make cleaner and better looking charts. Checkout their products and know more about them from their site.
Further Resources if you want to learn Excel Formulas
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