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.
- Download this file.
- It contains data & coloring rules.
- Set up conditional formatting such that you can highlight the data based on the rules
- 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)
- Share your rules & solution with us in comments
- Feel jolly good knowing that you are awesome in Excel.
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.
- What is conditional formatting & how to use it?
- Using formulas with conditional formatting
- Highlight top 10 performances with conditional formatting
- More on conditional formatting [more than 60 examples]
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.
22 Responses to “Master Excel 2007 Ribbon with this Free Learning Guide”
Thank you, kind sir. Well done with the baby making.
I cannot get signed up for your newsletter. I tied both this email address and churchill2001@hotmail.com. never a response.
I cannot get signed up for your newsletter. I tied both this email address and churchill2001_at_hotmail_dot_com. never a response for either attempt.
@Doug, it shows that your email address is pending verification. Can you check your inbox (and may be spam folder too) for an email from me? The subject will be "Activate Subscription to Get your Free Excel Tips E-book"
[...] PPS: If you are struggling with ribbon, you should check out ribbon learning guide. [...]
Very Useful Info..Keep it up..
@Ajay.. you are welcome 🙂
how do u download microsoft excel for free?
http://www.microsoft.com/en-us/default.aspx
Select Office
Free Trial
[...] Excel 2010 UI looks considerably better and less stressful than 2007. The colors are dull and subtle. The icons don’t call for attention unless you want to do something. The menus / ribbons feel smoother and slicker. [Learn to use Excel Ribbon with this Free e-Book] [...]
I can't open this pdf. I get the error message:
You do not have the required license to open this file.
Please request a license from the creator of the file, and add it using the license manager and they try opening it again.
What gives??
I downloaded the file again and it worked this time. Strange. (First file was 116 KB, second was 1644 KB... ???)
[...] More ribbon goodness | Free e-book to learn Excel Ribbon [...]
Hi Chandoo,
thanks for sharing your Excel 2007 learning experience with us; unfortunately the link to the pdf of the free Excel 2007 learning guide seems broken: my Acrobate Readers flags: "Unkown file type or corrupte data".
Have a nice day
Michael
well done this is great
Can somebody just provide a link the classic TAB exportedUI files for MS Office 2003 for us to use in office 2007/2010?. searching online, everybody just wnats to make a buck online with silly Classic Tab installers which do nothing more than inport exportedUI files for you.
Don't give me a ribbon how to guide, just give me free exportedUI files. I should not have to pay anyone for this, it is free XML, MS should have included this to begin with.
thanks
Dear.
There are a set of debit values and a set ot credit values in a column. I want a vba code by whcich the debit value plus a single / multiple credit value is zero that needs to be marked .
finally i will come to know out of the avaibale debits which cannot be used the with avilable credits either single or multiple values.
If multiple matching sets are available let it take the 1st or the 2nd one its not an issue.
Column A Ref
-1000 A
-5000 B
-8000 C
800 A
100 A
100 A
2000 B
3000 B
13000
15000
hi...
how to make this add-ins and display in ribbon... check this sample : http://www.cprsoft.com/GCDemo01.htm
thank you sir...
Please tell me format painter short cut key In excel ?
Thanks In Advance
thankfully.likeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee
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