It is Olympic season. Everyone I know is tracking the games and checking their country’s performance. One thing that we notice when looking at medal tally is,
A single Gold medal is worth more than any number of Silver medals. Like wise, a single Silver medal is worth more than any number of Bronze medals.
So, when you look at the ranking of countries, you see countries with single Gold medal higher up than countries with lots of Silver and Bronze medals (but no Gold).
So how do we sort our data in Olympic medal table style?
It is simpler than it looks. All you have to do is use custom sort feature in Excel.
- Select your data
- Go to Home > Sort & Filter > Custom Sort
- Now specify the sort levels and sort orders.
- Click ok and you are done!
Using SORTBY() formula to sort the table
Excel 365 introduced a new formula to sort data by multiple-levels using formulas. SORTBY
Assuming your medal data is in the table named medals you can sort with below formula.
=SORTBY(medals, medals[Gold],-1, medals[Silver], -1, medals[Bronze],-1,
medals[Team / NOC],1)The -1 parameter tells SORTBY to sort in descending order.
Learn more about SORTBY function & other new formulas in Excel 365.
What if your version of Excel does not have SORTBY
Well, there is a work around. Add an extra column in your data and calculate sort order using a formula, as shown below.
Once you calculate sort order, sort on this column in descending order and you are done.
Video – Sorting Excel data in Olympic medal table style
Watch this short & fun video to learn the sorting technique outlined in this page.
Example file – Olympics Medal Table style sorting in Excel
Please download this Excel file if you want to practice the custom sort or SORTBY() approach.
Do you use custom sort?
Custom sorting is very useful when you 2-3 levels in your data. For example, sorting all projects by department & % completed or sorting all products by region & sales volume. I use it often to understand how my data is.
What about you? Do you use custom sort? What is your experience like? Please share your tips & thoughts using comments.
More Quick Tips on Sorting & Filtering
If you find yourself constantly sorting and filtering, then check out below tips. I am sure you will learn something new.
- Sorting:
- Custom sorting in Pivot tables
- Which formula to use to check if a list is sorted?
- Formula 1 style sorting in Excel
- How to round and then sort data in Excel
- Sorting text values using formulas!
- Shuffling a list in random order in Excel
- How to sort across columns (ie change sort orientation)
- Filtering:
- Filtering values using advanced filters
- How to filter odd or even rows only?
- Right click to filter fast…
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