This is a guest post by Vijay, our in-house VBA Expert.
Suresh sent an email with interesting problem.
There is one data entry sheet where all the data needs will be entered, however once done we want the data to be stored separately in multiple sheets designated by the Employee code.
In this article we will learn how to use VBA to help in resolving the problem Suresh was facing at work.
We will do this using VBA and the below procedure illustrates how this was done.
Sub copyPasteData()
Dim strSourceSheet As String
Dim strDestinationSheet As String
Dim lastRow As Long
strSourceSheet = "Data entry"
Sheets(strSourceSheet).Visible = True
Sheets(strSourceSheet).Select
Range("C2").Select
Do While ActiveCell.Value <> ""
strDestinationSheet = ActiveCell.Value
ActiveCell.Offset(0, -2).Resize(1, ActiveCell.CurrentRegion.Columns.Count).Select
Selection.Copy
Sheets(strDestinationSheet).Visible = True
Sheets(strDestinationSheet).Select
lastRow = LastRowInOneColumn("A")
Cells(lastRow + 1, 1).Select
Selection.PasteSpecial xlPasteValues
Application.CutCopyMode = False
Sheets(strSourceSheet).Select
ActiveCell.Offset(0, 2).Select
ActiveCell.Offset(1, 0).Select
Loop
End Sub
Let’s understand the code
We start by defining 2 variables which will hold the Source and destinations sheet names, source will be one sheet only however there will be multiple destinations sheets.
A simple Do While loop is utilized to complete this data transfer from one sheet to the others.
However the most interesting line in the code is :
ActiveCell.Offset(0, -2).Resize(1, ActiveCell.CurrentRegion.Columns.Count).Select
Since we start our work on Column C in the loop, we need to ensure the data from Column A and B is also selected to be copied and pasted on the relevant sheets, this is accomplished using the above line.
Once we have selected the entire data set on the current row, we copy the same and select the relevant sheet and then paste the data as values on the same.
At the end of the code once we switch back to the Source sheet, we need to ensure that we select Column C again. The reason for that is, when we select the entire data set we activate the first column and we need to come back to column C for our loop and the rest of the code to work.
Download Excel File
Click here to download the file & save it on your system and use it to understand this technique.
More on VBA & Macros
If you want to learn more about using VBA to automate reporting & email tasks, read these:
- Automatically Generate Report Variations using Excel
- What is VBA & Macros? Introduction
- Excel VBA Example Macros
- VBA tutorial videos
Join our VBA Classes
If you want to learn how to develop applications like these and more, please consider joining our VBA Classes. It is a step-by-step program designed to teach you all concepts of VBA so that you can automate & simplify your work.
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