We analysts like to compare. If you ever want to keep an analyst busy, just give her 2-3 options. She won’t return to your desk until the cows come home. My wife uses this trick all the time. Picture this:
[In late 2013]
Me: I want to buy a new phone
She: Do you want Nexus 5 or Galaxy S5 or iPhone 5s?
Its late 2014 and I am not done comparing.
So today, let’s talk about an interesting comparison scenario.
Comparing by letter or word
Imagine you are looking at 2 lists like this and you want to know where items differ. Not which items, but where.
That means, you want to know which letters or words in each line are different.
VBA to the rescue
Unfortunately, none of the standard features of Excel (formulas, conditional formatting, pivot tables etc.) can help us with this situation. But we don’t have to give up. We can use a simple VBA macro to instantly compare 2 lists and highlight mismatched letters or words.
[Related: How to compare 2 lists in Excel, a quick round up of techniques]
A quick demo of our comparison macro:
How does this macro work?
When you set out to create macros like this, the first step is to define basic algorithm (logical steps in plain English). To compare 2 sets of data, we need to do below:
- For each item in list 1
- Get corresponding item in list 2
- If they don’t match
- For word match
- For each word in first text
- Get corresponding word in second text
- Compare
- If not matched, highlight in red color
- Repeat for other words
- For letter match
- Find the first mismatched letter
- Highlight all the letters from that point in second text
- Repeat for next item in list 1
- Done
Once you write down this logic, we simply go ahead and implement it in VBA code.
The exact workings of the macro are somewhat complex. So I made a video explaining how the code works & what it can do. Please watch it below.
Video explaining the comparison macro
[see this video on our YouTube Channel]
Download Example Workbook
Click here to download the comparison macro workbook. Examine the code to understand how it is constructed. Feel free to extend it to suit your work needs.
Do you compare lists like this?
Every now and then, I end up having a situation where I need to compare by letter or word. I find VBA macro based solution to be perfect for this.
What about you? Do you compare lists? Where do you struggle with such comparisons? How would you use this macro? Please share your thoughts & tips in comments.
Become incomparable, learn VBA
While VBA is pretty powerful & awesome, not many venture beyond the basic recorded macros. You can transform the work, career & skills by learning VBA. It is not at all difficult and anyone can learn it. Start with below links.
- Introduction to VBA & 5 part crash course
- What is a macro and how to get started with VBA
- 40+ Example VBA macros
- Course: Online VBA Classes from Chandoo
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