Highlight Employees by Performance Rating – Conditional Formatting Challenge

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So who is up for an Excel challenge?

Shelly, who is an HR Manager sent this distress call last week,

First off, I LOVE your site. It is the first place I go for any excel question and I love the daily emails. I’m not sure if you answer direct emails, but I’m begging you to at least read this and let me know if I’m crazy or not (good thing you don’t know me personally :>). I’ve searched through you ‘ask an excel’ blog and I have not come close to anything I’m trying to accomplish. I’ll do my best to explain it.

I have a group of employees- lets say 100 employees.

Each employee has a performance rating attached to them.

I want to divide the group by 5%, 15%, 65%, 10%, 5% based on their performance rating.

So for example how I manually do this is by running the report of employees.

I then sort the list by Performance ratings from High to Low (0.0-5.0 is our range and you can have decimals in between 0.1, 2.5, 2.3 etc.)

I then take the total number of employees and calculate the top 5%, next the 15%, then 65%, then 10%, 5% (so breaking them up into groups).

Doing this isn’t horrible, but I have to do this for each department and we are talking 700 departments. Each department is not alike- so some may have 50 employees while others may have 200+.

Is there an easier way to do this in excel??

Anytime an email starts with I Love, I am all ears. So naturally I read the entire mail. And I had to sympathize with her. 700 DEPARTMENTS?!? Can you imagine dealing with 700 departments with lots of disgruntled  employees. I remember my performance evaluation & rating days back when I had a full time job. Almost everyone I knew hated their bosses during the appraisal season. And when hikes are announced, everyone (including the person with fabulous hike) would call their favorite head hunter and flirt. Aah, good old days of ratings & reviews.

But I digress.

So going back to our HR manager in distress, how would you help her?

Your challenge – highlight employees by performance rating

Here is your challenge.

  1. Download this file.
  2. It contains data & coloring rules.
  3. Set up conditional formatting such that you can highlight the data based on the rules
  4. Bonus points if you can set up conditional formatting rules such that they work on any sheet (assuming each department has their own sheet of data in same format)
  5. Share your rules & solution with us in comments
  6. Feel jolly good knowing that you are awesome in Excel.

Highlight employees by performance - Conditional Formatting Exercise

Need some help? Check out these articles

Conditional formatting is one of my favorite features in Excel. Naturally, I want you to be awesome in it. Check out these tutorials & examples to understand how to solve this problem.

Download my solution

Now, some of you might be in same boat as Shelly. Please note that I sympathize with anyone who deals with people from 700 departments or more. But sympathy seldom solves struggle. So, go ahead and download my solution. Break it apart, examine the conditional formatting rules and fire the bottom 5% of your employees. Well, go easy on the last part 😛

Click here to download my solution.

Go ahead and share your solution

So what are you waiting for. Put on your Excel hats and get thinking. Once you have an answer, rush back to us & post it in comments. Go!

Need more challenges? Try these too

If you want more Excel challenges & homework, check out these.

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12 Responses to “Analyzing Search Keywords using Excel : Array Formulas in Real Life”

  1. Very interesting Chandoo, as always. Personally I find endless uses for formulae such as {=sum(if(B$2:B$5=$A2,$C$2$C$5))}, just the flexibility in absolute and relative relative referencing and multiple conditions gives it the edge over dsum and others methods.

    I've added to my blog a piece on SQL in VBA that I think might be of interest to you http://aviatormonkey.wordpress.com/2009/02/10/lesson-one-sql-in-vba/ . It's a bit techie, but I think you might like it.

    Keep up the good work, aviatormonkey

  2. Andy Pope says:

    Hi Chandoo,

    You might find this coded solution I posted on a forum interesting.

    http://www.excelforum.com/excel-programming/680810-create-tag-cloud-in-vba-possible.html

  3. [...] under certain circumstances.  One of the tips involved arranging search keywords in excel using Array Forumlas.  Basically, if you need to know how frequent a word or group of keywords appear, you can use this [...]

  4. Chandoo says:

    @Aviatormonkey: Thanks for sharing the url. I found it a bit technical.. but very interesting.

    @Andy: Looks like Jarad, the person who emailed me this problem has posted the same in excelforum too. Very good solution btw...

  5. bob says:

    Realy great article

    "You can take this basic model and extend it to include parameters like number of searches each key phrase has, how long the users stay on the site etc. to enhance the way tag cloud is generated and colored."

    How would you go about doing this? I think it would need some VB

  6. Thiago says:

    Hi,
    I found the usage very interesting, but is giving me hard time because the LENs formula that use ranges are not considering the full range, in other words, the LEN formula is only bringing results from the respective "line" cell.

    Using the example, when I place the formula to calculate the frequency for "windows" brings me only 1 result, not 11 as displayed in the example. It seems that the LEN formula using ranges is considering the respective line within the range, not the full range.

    Any hint?

  7. Hui... says:

    @Thiago
    You have to enter the formula as an Array Formula
    Enter the Formula and press Ctrl+Shift+Enter
    Not just Enter

  8. Gary says:

    is there a limit to the number of lines it can analyse.
    Ie i am trying to get this to work on a list of sentances 1500 long. 

    • Hui... says:

      @Gary
      In Excel 2010/2013 Excel is only limited by available memory,
      So just give it a go
      As always try on a copy of the file first if you have any doubts

  9. Sumit says:

    Apologies if I am missing something, but coudn't getting frequency be easier with Countif formula. Something like this - COUNTIF(Range with text,"*"&_cell with keyword_&"*")

  10. Ray says:

    Apologies if I missed, but what is the Array Formula to:

    1. Analyze a list of URL's or a list of word phrases to understand frequency;
    2. List in a nearby column from most used words to least used words;
    3. Next to the list of words the count of occurrences.

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