In the last installment of excel 2010 features, we will explore the backstage view (or file menu) in Excel 2010.
Background on Backstage view:
Most of the windows based applications have a File menu. This is the usual place you go to create, open, save, save as, print and close. In Office 2007, Microsoft ditched menu based navigation and introduced Ribbon. They moved all the formatting, pivot, charting, formula, print etc. options to various individual ribbon tabs. But they couldnt move the functionality of File menu to a separate ribbon. Instead, they moved all this functionality to Office button – a clone of file menu.
Now, I am not sure what you felt about office button when you first saw excel 2007, but I was like “wtf?!? where do I click to open a file?!?” After a couple of days of working with office 2007, I learned to use the office button. But it remained a usability issue for most users.
Thankfully, MS rectified this problem and added a ton more features by restoring the beloved File menu in the form of backstage view.
Here is how it looks when you start excel 2010 (or any other office 2010 app):
Using Backstage view to get things done:
I have made a small illustration explaining various backstage view features, See it below:
(bold text is indicator of features that make you even more awesome)
Tips on Backstage view in Excel 2010:
- Office 2010 automatically identifies various folders you work with and shows them in “recent places”. You can quickly access these by clicking on Recent option from file menu.
- You can pin frequently used files and folders to recent list. This can save you a lot of time if you tend to work with same set of files.
- In the Recent files list, there is a check box called “quickly access…” Check that to see last 4 files used in the file menu itself.
- From Info sub menu, you can access previous versions of a file.
Share your tips and impressions of Backstage view:
Have you tried Excel 2010? What are your impressions of the File menu? Share them using comments.
You can install the free beta version (stays active until October this year) and experiences all the features first hand. Go here to download.
More articles on Excel 2010:
- How to make new ribbons in Excel 2010?
- New Features in Excel 2010 Conditional Formatting
- What are Excel Sparklines & How to use them? [Excel 2010]
- What is new in Microsoft Excel 2010? [Office 2010 Week]
Attend Free online training program on Excel 2010 features [May 25th and 26th, 2010]
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