Yesterday we saw a beautiful example of panel charts with R. Today let me show you how to create the same (or even better) with Power BI & R.
What you need:
- Power BI Desktop and R
- Raw data set – rem-data.csv
Creating Panel Charts in Power BI with R
- Load CSV data in to Power BI
- Edit the query in so we can transform the data in to Pivot shape in Power Query
- Apply below steps in Power Query
- Group data by Group and Branch with aggregations on count (named Branch Count) and All rows (named Ratings)
- We get a totals by group and branch level.
- Expand Ratings table and show only Ratings column
- This creates a table with all group, branch and rating combinations along with branch total
- Group again, this time on Group, Branch, Branch total and Ratings with aggregation on count.
- Calculate count as percent of Branch count
- Format the percentage as percent
- Close and apply to Load this data in to Power BI
- Group data by Group and Branch with aggregations on count (named Branch Count) and All rows (named Ratings)
- Insert R script visualization
- Add Group, Branch, Ratings and Pct to values area. This creates a dataframe with all 4 columns.
- Add below R script and your visualization is ready.
library(tidyverse)
ggplot(data=dataset) +
geom_bar(aes(x=Rating, y=Pct), stat="identity")+
scale_x_discrete(limits = c("NME","AME","SP","OP","NR"))+
facet_wrap(~Branch, nrow=1)+
theme(strip.text.x = element_text(size = 8))
To run the R script, simply press play button in R script editor pane.
Enhancing your visualization – Adding a slicer on Group
This creates a truly powerful interactive panel chart in Power BI. Simply add Group as a slicer and play with it. Every time you select a new Group, Power BI runs the R script with filtered data fed to the dataframe. There is a second or two lag, but the wait is totally worth it. 🙂
Creating Interactive Panel charts in Power BI with R – Video tut
Here is a video outlining the entire process along with some tips on how to use R in Power BI. Check it out below or on Chandoo.org YouTube channel.
Download Power BI workbook
Click here to download Power BI workbook for this. You may need to adjust the data source settings. Play with the slicer to refresh the R panel charts.
Have you tried Power BI yet?
I am playing with Power BI for last year or so and I am in love. You are going to hear more about it on Chandoo.org for sure.
What about you? Have you played with Power BI yet? What are your thoughts?
Related: Introduction to Power Query.
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