When looking at a big table of analysis (or data), it would make our life simpler if the selected cell’s column and row are highlighted, so that we can instantly compare and get a sense of things. Like this:
Who doesn’t like a little highlighting. So lets learn how to do highlighting today.
Step 1: Identify the area for highlighting
This is simple, unless you are AUI (analyzing under influence). Lets assume that we are dealing with a range of cells in B4:I14
Step 2: Use 2 cells to capture the selected row & column details
Outside our highlight range, lets set aside 2 cells (E17 & E18 in this case) for keeping the details of which row & column needs to be highlighted.
We can call these cells selRow & selCol.
Step 3: Unleash the VBA magic
- Right click on the sheet name & choose ‘view code’.
- Choose Worksheet & Selection Change from the drop-downs.
- Excel would add a blank
Worksheet_SelectionChange()sub - Write the below lines of code.
[selRow] = Target.Row[selCol] = Target.Column
- Done. So much simpler than using floo network or transmogrifying muggles.
Step 4: Add conditional formatting to highlight selected cell’s row & column
Now that we know which row & column should be highlighted, it is a simple matter of switching on Excel’s highlighting charm – Conditional Formatting.
Select the entire range (B4:I14) and go to conditional formatting > new rule
Select the rule type as Use a formula… and use a below rules.
=ROW(B4) = selRow- Apply formatting
- Repeat the steps & this time use the rule
=COLUMN(B4) = selCol
Step 5: Show off.
Incorporate this technique in to your dashboard or weekly report. Watch the socks knocked off your boss’. Bask in the glory. Repeat and enjoy.
Bonus Tip: Use similar technique to enhance user inputs
You can use similar idea to conditionally show messages on your worksheets. See this demo.
I am not telling you how to do this. But I know you are awesome enough to figure this out.
Download Example File
Click here to download example file & understand how to use this technique.
Do you use highlighting techniques in your reports & analysis?
I always use conditional formatting & light-weight VBA to enhance my dashboards and analysis. Especially conditional formatting is almost a magical way to make stunning reports & show off things that are important.
What about you? Do you use these techniques often? what is your experience like? Please share your tips & ideas using comments. I am all ears.
Transmogrify your boring work to awesome – Check out!
- Interactive sales chart using Excel
- Show details on demand using simple VBA
- Highlight points in scatter & line charts
- Display alert symbols in dashboards to grab attention
- Highlight top 10 values using conditional formatting
Also see introduction to conditional formatting & VBA to understand to get the basics right.
For more potent magic, please consider joining our Online VBA Classes. You are going to leave everyone spellbound.
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