Last week we learned how to answer questions like, “How many tiles in a room?” using Excel. We learned about CONVERT function and fraction number format settings in Excel.
But why stop at calculation? We can even model a room full of tiles, thanks to Excel’s grid nature.
So today, we will learn how to create a room layout like this using Excel:
If you like the demo, read on to learn.
Step 1: Set up input cells
To model tiles in a room, we need 4 inputs. Lets call them by below names.
- room.length
- room.width
- tile.length
- tile.width
Step 2: Calculate number of tiles required
The basic formula for calculating total tiles required is this:
=ROUNDUP((room.length*room.width)/(tile.length*tile.width), 0)
But this formula yields in an unrealistic solution as we do not want to have fractional tiles everywhere. So, a better way to calculate this is,
=ROUNDUP(room.length / tile.length,0) * ROUNDUP(room.width / tile.width,0)
Although this formula is technically correct, you may save a few tiles if you rotate the them.
That is,
ROUNDUP(room.length / tile.width,0) * ROUNDUP(room.width / tile.length,0) can be smaller than ROUNDUP(room.length / tile.length,0) * ROUNDUP(room.width / tile.width,0) in some cases, as shown in above demo.
So we need a way to flip tile dimensions if that saves us a few bucks. That is done by,
Step 3: Flipping tile dimensions with a switch
Insert a check box and link to a blank cell, say F6.
[Related: How to use a check box in Excel]
Now, using F6 value (either TRUE or FALSE), flip the values of tile.length & tile.width using IF() formula.
Step 4: Create a 100×100 grid
Although you can model the floor plan of entire Buckingham palace in Excel, lets restrict ourselves to rooms of size 100×100.
Select 101 columns and resize them small enough so you can see all of them in a single screen, like 10 pixels wide.
Select 101 rows and adjust their height so that you can see as many of them as possible in a single screen (10 pixels tall should do).
Type running numbers in first column & row. The final grid looks this this:
Step 5: Modeling the room layout using conditional formatting
So we have a big 100×100 grid where we need to draw
- Outer boundary for the room as per room.length & room.width
- Inner tile boundaries as per tile.length & tile.width
Set up conditional formatting rules for room boundary
There are 4 rules required.
- Draw vertical left border if the topmost row = 1
- Draw vertical right border if the topmost row = room.length
- Draw horizontal top border if the left-most column = 1
- Draw horizontal bottom border if the left-most column = room.width
Below, see one of the rules.
You can find other conditional formatting rules in the downloadable workbook.
Step 6: Modeling Tiles using conditional formatting
While we need 4 rules for the room boundary, we just need 2 rules for tile boundaries.
- Draw vertical right border if the topmost row value is divisible by tile.length
- Draw horizontal bottom border if the left-most column value is divisible by tile.width
We do not need rules for vertical left border or horizontal top border because they will be drawn by previous tile.
See one of the rules below:
That’s all. Our room model is ready. Go ahead and see how it looks when tile it.
Download Example Workbook
Click here to download room tiles model workbook and play with it. Examine the conditional formatting rules to understand it better.
Do you apply Conditional Formatting in such creative ways?
I personally think conditional formatting is as good as honey, mangoes or dark chocolate. I love to use a dollop of it in all my Excel recipes.
What about you? Do you use conditional formatting for anything out-of-box 😉 like this? Please share your tips using comments.
Want more? Check out these conditional formatting examples
If you want more on conditional formatting you are in luck. Check out,
- Gantt chart using Excel conditional formatting
- Baby feeding schedule using conditional formatting
- Todo list using Excel conditional formatting
- Making data entry forms awesome with conditional formatting
- Searching data using conditional formatting
- Market segmentation charts with conditional formatting
- More examples on conditional formatting
15 Responses to “Highlight Employees by Performance Rating – Conditional Formatting Challenge”
While this might solve the question Shelly asked, there is another option that might be more useful - a pivot table could make a list of people who fall into the various categories, so, if you needed to simply see who got in the top bracket to give them a bonus, you would have that list
Simply sorting by the rankings would work too, but you would knock them out of alphabetical order.
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The solution I chose makes use of the percentile formula.
The percentile formula returns the value representing the K-th percentile of a range of values. The range of values is the first criteria, and K is the second criteria in the formula.
I applied Conditional Formatting according to the formulas in the order below:
5% =$C6>=PERCENTILE($C$6:$C$33,0.95) Dark Blue
15% =$C6>=PERCENTILE($C$6:$C$33,0.85) Light Blue
65% =$C6>=PERCENTILE($C$6:$C$33,0.1) Green
10% =$C6>=PERCENTILE($C$6:$C$33,0.05) Light Red
5% =$C6<PERCENTILE($C$6:$C$33,0.05) Dark Red
The issue I noted with this approach is that Zambi was not highlighted in my solution as it is in the solution provided. Unless I am mistaken, and I very well may be, the 10th percentile for this data set is at 2.21, so Zambi would fall above the 10th percentile with a PR of 2.3.
The first step to this was figuring out the 'buckets'; what scores should fall into each range. In attempting to match the formatting of the spreadsheet, I determined the buckets below.
5% = 95% to 100%
10% = 90% up to but not including 95%
65% = 10% up to but not including 90%
10% = 5% up to but not including 10%
5% = under 5%
After that, it is a relatively simple matter to plug the necessary values into the conditional formatting formulas as shown above.
One final consideration is that while the buckets above match the color banding on the spreadsheet, I believe that the original request suggests a different color banding with 6 buckets shown below.
Top 5% = 95 to 100% Dark blue
Top 10% = 85 up to but not including 95% Light blue
Top 65% = 35 up to but not including 85% Green
Bottom 10% = 10% down to but not including 5% Light Red
Bottom 5% = 5% or under Dark Red
This leaves one final bucket of 10 to 35% (exclusive of both values) that is not highlighted and so would remain white.
Thank you Chandoo and Shelly for an interesting and useful exercise. This is certainly a valuable technique to have in my reporting bag of tricks.
Use of PERCENTILE is a smarter way of doing it. Below is my solution.
First 5 % = Apply conditional formatting (Dark Blue) as highlight ">=" =PERCENTILE(C:C,0.95)
Next 15% = Apply conditional formatting (Lighter Blue) as highlight between =PERCENTILE(C:C,0.95)-0.01 and =PERCENTILE(C:C,0.8)
Next 65% = Apply conditional formatting as highlight (Olive Green) between =PERCENTILE(C:C,0.8)-0.01 and =PERCENTILE(C:C,0.15)
Next 10% = Apply conditional formatting as highlight (Lighter Red) between =PERCENTILE(C:C,0.15)-0.01 and =PERCENTILE(C:C,0.05)
Bottom 5% = Apply conditional formatting (Red) as less than =PERCENTILE(C:C,0.05)
I agree, this is a challenge faced by HR managers every year and use of percentile formulae is the most popular solution which permits further processing like making bell curve, applying increments based on segmentation etc.
Hi Chandoo,
I came at the same solution as yours (not looking at yours first) but I have hard coded the conditions in the conditional formatting. For example:
=AND($C6>=$D$10,$C6<$D$9)
I have done the same thing 5 times for each condition. This makes the formatting independent of the order of specification. I think it will work better across versions of excel.
To copy the same thing in all sheets, Shelly can copy these formatted cells with format painter and apply it to the relevant cells in next sheet and so on! I know 700 sheets will be difficult but I dont know of any other way to apply conditional formating rules to the whole sheet.
First i have used percentile formula in the next column of "percentile Threshold" where E5, E6.. is input to colour code.
The idea behind doing this is to replicate the formula for any range and any threshold
=PERCENTILE($C$3:$C$30,1-E5)
=PERCENTILE($C$3:$C$30,1-E6)
=PERCENTILE($C$3:$C$30,1-E7)
=PERCENTILE($C$3:$C$30,1-E8)
=PERCENTILE($C$3:$C$30,1-E9)
Now i have given logic to different employee by applying "if Formula"
=+IF(J3>=$G$5,1,IF(J3>=$G$6,2,IF(J3>=$G$7,3,IF(J3>=$G$8,4,5))))
where 'J" referes to PR and "G" refers to percentile derived from above mentioned formula.
once again it is replicable (just change reference points)
Now comes the major part of Conditional Formatting, i have used "use a formula to determine which cells to be formatted"
Formula =$j=5, format "required colour" Applies to "$I$3:$J$30"
plus put tick on stop if true
This solves the query, important point that this is repeatable and can be done for n number of departments
Thanks !
I had done some reading on it and in Excel 2010 a new function has been introduced, percentile.exc. Attaching a video which also talks why the old percentile function shouldn't be used as it acts erroneous at times. Might be worth a watch Chandoo,
http://www.itechtalk.com/thread10579.html
@Deepa
Quit correct.
Where ever you use statistical spreadsheet functions and are using excel 2010 you should use the new versions of the functions as MS did a lot of work to speed up and fix errors in the old functions.
Warning: If you use the new Excel 2010 statistical functions in Named Formulas most of them will crash excel so do keep that in mind.
Hello Chandoo,
When i first read the challenge file, i thought, the color that need to be applied for a given rule, also need to be picked dynamically as given in rule set. But in the solution file, i found that color is hard Coded. So in case, someone has same data, but wants different colors, he/she needs to goto manage rules and change colors.
Let me know if my understanding is correct, and if yes, can we also make the color to be applied dynamic?
Thanks
Kishore
HI I ALSO USED THE PERCENTILE FUNCTION. HOWEVER, I WENT A STEP FURTHER AND USING THE SMALL() FUNCTION I SORTED THE DATA BY PERCENTILE SO THE COLOSCHEME WOULD BE GROUPED BASED ON THE VALUE. THIS WAY IT IS BETTER AND EASIER TO VIEW.
[...] recently posted a challenge to help a reader with a [...]
Hi, i have got doubt regarding to the percentages that has been put in chandoo's spreadsheet, i cant understadn how he put directly. can some one please explain how chandoo put the percetages straight way that i stated below..
5%
15%
60%
10%
5%
I have stumbled on this post as the solution has been already given so I have taken the liberty to record a video where I show the implementation of it as well as adding a filtering feature which I hope can prove to be useful.
Thank you
http://www.xlninja.com/2012/06/28/how-to-use-excel-to-highlight-employee-performance-rating/
[...] scriu nici macar un cuvant din urmatorul articol. Astazi mi-am citit mailul si hopa challenge de la Chandoo. Cum puteam sa refuz asa ceva si m-am apucat de citit, iar dupa 5 min i-am spus sotului ca pe asta [...]
Question for Chandoo:
I came to your site late but am totally loving these challenges 🙂
I guess it all boils down to how the bins are set up.
I agree with the PERCENTILE.INC function.
pls help me understand where I am wrong.
I have determined following the bins:
bottom 5% <=2.00 (F6:F33 <=PERCENTILE(range,.05))
lower 15% (5+10) <= 2.40 (F6:F33 <=PERCENTILE(range,.15))
lower 80% (5+10+65) <=3.46 (F6:F33 <=PERCENTILE(range,.80))
lower 95% (5+10+65+15) <=4.00 (F6:F33 =PERCENTILE(range,.95))
top 5% <=4.20 (F6:F33 <=PERCENTILE(range,1.00))
I find that only Tom is highest scorer and unique top 5% achiever.
I notice that Chandoo has included Christy and Daniel in top 5% achievers. How can there be 3 people in top 5% out of a population of 28 (5% of 28 = 1.4, i.e. only one person can achieve that status)?
I tried different ways but cannot get to that distribution.
Rest of the work is simply organizing the conditional formatting rules with Stop If True box checked.
Thanks for your insights