The best thing about Excel is that you can do the same thing in several ways. Our yesterdays problem – Extracting file name from full path is no different. There are many different ways to do it, apart from writing a formula. Learn these techniques to be a data extraction ninja.
1. Using Find Replace
Suggested by Iain in the comments yesterday, I love this technique for its simplicity and awesomeness.
- Select all the file paths
- Press CTRL+H
- Type *\ in find field
- Leave the replace field empty.
- Click on Replace all.
- Done!
It is that simple. Do not believe me? See this demo.
Thanks Iain for teaching us this trick.
2. Using Text to columns utility
Buried inside heap of features in Excel is this beautiful Text to columns utility, that can take any text and convert it in to many columns based on the delimiter you specify. [more uses of text to columns]
This is how we can use it:
- Select all the file path cells
- Go to Data > Text to columns
- Chose “Delimited” in step 1 and click next.
- Specify delimiter as \
- Click Finish
- You will get all folders in to separate cells and file name in last cell.
- Now use a formula like =INDEX($C3:$O3,COUNTA($C3:$O3)) to extract the last cell’s value ie file name
- Done!
3. Using UDFs
While our formula method tends to be very long or very complicated, we can use 1-2 line VBA to get the file name from a full path. There are many ways to skin this cat in VBA, but 2 easiest methods are,
For both methods below, you first need to insert a new module and add the code in that.
Using InStrRev
As suggested by Daniel Ferry in the comments.
Public Function ParseFile(sPath As String) As Variant
ParseFile = Array(Mid$(sPath, 1 + InStrRev(sPath, “\”)), Mid$(sPath, 1 + InStrRev(sPath, “.”)))
End Function
Note: this UDF returns an array for file name & extension. So you need to enter it in 2 cells together.
The InStrRev() built in function searches for \ in the sPath from end and returns the first occurrence’s position.
Using split
As suggested by PPH in comments,
Function ExtractFileName(filepath) As String
Dim x As Variant
x = Split(filepath, Application.PathSeparator)
ExtractFileName = x(UBound(x))
End Function
What is your favorite method?
For most of my data cleaning needs, I use a mix of text to columns, find-replace or VBA. In rare cases, I rely on a formula. This is because data cleaning or extraction is usually one time step and figuring out a complex formula is not good idea in such cases.
What about you? How do you go about extracting filenames, dates, numbers etc. buried in text? What method do you use often? Please share with us in comments.
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