Over the years, we have discussed a whole heap of techniques to visualize budget vs. actual charts. Today let’s take a ride on this slope again and learn another fun, silly & awesome way to depict target vs. actual progress.
Introducing biker on a hill chart
Tada!!!
Biker on a hill!?! Don’t worry, I didn’t fall down on a descent and lose my brain. I am talking about an Excel chart to visualize target vs. actual progress on a time line with biker on a hill analogy. See the chart, you will know:
Looks interesting? Read on to learn how to create this in Excel.
Get your data
The biker on a hill chart is suitable when you have a huge target that should be achieved in several days, each with individual target. So input data looks like this:
Let’s say this data is in a table named progress. As you can guess, first three columns are inputs. Last column is calculated with a simple SUM formula to get cumulative target values. The formula used here is
=SUM(E3,[@Target])
Where E3 refers to the cell above first row.
Calculate hill and biker co-ords
The hill is a simple X-Y chart with progress[Date] as X and progress[Target-Cumulative] as Y.
The tricky part is finding biker co-ordinates. We need 2 sets of values.
- Actual biker position based on the amount of work completed.
- Target biker position based on the amount of work that should have been completed.
Let’s understand the math behind this.
Actual biker position:
Y value (actual completed): This is simply SUM(progress[Completed])
X value (corresponding date): Now this is tricky. We need to find what date corresponds to the actual progress made based on the set targets. for this we need to find several things:
- Corresponding row #: Using MATCH(), we find out what value in the cumulative target column matches the progress completed so far.
- We will then find two dates between which the progress completed falls between, using MATCH formulas.
- Finally, we will interpolate the corresponding date between these two dates using simple arithmetic.
Target biker position:
Y value (target): Target as of latest date, using either VLOOKUP or INDEX+MATCH
X value (date): this is simply date in corresponding row # that is calculated above.
Create the biker on hill chart
Step 1: Create an XY chart for the hill
Setup an XY chart where X=progress[Date] and Y=progress[Target-Cumulative]. We get this.
Step 2: Add target & actual bikers
Add two more series to the chart. Target biker and actual biker using the X&Y values calculated above. We get this.
Step 3: Replace the dots with biker images
This is easy. Download a clip art image of cyclist from internet. Paste it on your Excel workbook. Remove any background. Rotate the biker image by 30° or so. As this is not a real life biker on hill, we can afford 30° gradients.
Once you have new rotated biker, reduce the image size if necessary and clone it.
Change colors using format image > Color options (see here for detail).
Essentially, go from the image on left to right.
Now that you have biker images, replace the dots with bikers using following instructions.
- Select biker image and copy (Ctrl+C)
- Click on the dot in your chart
- Press Ctrl+V to paste image
- Viola, your chart now shows bikers instead of dots for actual and target values.
At this stage our chart looks like this.
Step 4: Move the bikers up
Because Excel places the dot right on the line, the biker image too will be centered on it. So instead of looking a biker on hill, our chart looks like the biker is buried half in the hill. Not good, whether you are a fictional or real biker. So let’s pull the bikers.
We can do this by simply adding an offset value to the Y values. A value of 7 should work. But you can tweak this depending on your chart / image sizes.
Once we fix the calculations, our chart looks like this.
Extra bells and lights
Bikers are known to pimp their rides with all sorts of doodads. We can show similar enthusiasm for our biker on a hill chart and add few more details. Here is one version after adding information about current progress status and forecast date of completion.
The math for this is quite boring and simple. So I leave it to your imagination.
Download Biker on a hill – Target vs. Actual Chart Template
Click here to download biker on hill chart. Play with input data to move the biker towards target. Examine calculation section or chart to learn more.
Thanks GraH for the inspiration
Time for a confession. The biker on a hill chart idea isn’t mine. I got this from GraH, one of our readers. He left a comment on a recent blog post and I liked the idea. So I wrote this blog post explaining how we can all create a biker on hill chart in Excel.
Hui rules! But nevertheless, the creativity on this blog and the contribution of the bloggers are inspiring. And really enabling people to be aweSUM in XL, like you say.
I followed a training on Excel Dashboards in 2015 and your site was highly recommended by our cool trainer.
I became aware that XL can-do much more. Ingredients are a little imagination, dare to experiment and knowledge on how to combine techniques/functions.
In short within 2 weeks I will give a 1 hour XL awareness training in my company during open training week. I just sent a teaser with stuff I found here and on other XL-guru’s sites to my HR department. Within the next 5 minutes my proposition was approved. The reply was “Excellent idea!”
And the funny thing is that I found an XL soul-mate only a few seats away. Now we make each other crazy with challenges and/or things we learn about XL. The very first thing we made for a manager was a biker (representing his team) climbing a mounting (of work) towards the finish (the volume to reach at end of day). Depending on current status, different motivational talk appears in the title. The manager could not believe we just made a simple chart.
So thanks GraH for the cool idea.
How do you visualize target vs. actual progress?
I prefer conditional formatting icons and thermometer charts for budget / target vs. actual progress charts. Sometimes I use a bullet chart or variations of thermometer charts too. I have also used burndown charts (same concept as biker on hill charts). I like the biker on hill chart and may use it for some of my upcoming work.
What about you? What charts do you use to depict target vs. actual progress? How do you like biker on hill chart? Please share your thoughts and suggestions in the comments section.
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