First a quick personal update: There has been a magnitude 7.8 earth quake in NZ on 14th November 2016 early morning. It is centered in Kaikoura, which is about 250 km away from Wellington. We did feel several shakes and after shocks. It has been an interesting and often scary experience. But my family is safe. I feel very sad for the all the damage and the loss for families in NZ. If you suffered from this quake, My prayers and thoughts are with you.
Yesterday, a friend asked me an interesting question. He has school distance data, like below. He wants to know which is the closest school for each school.
There are a few ways to answer this question. Let’s examine two approaches – formulas & pivot tables and see the merits of both.
Formulas to find closest school
All the distance data is in a table named dist.
Assuming you have school names & types in cells H5, I5, we want to find out the closest school of any type and same type in adjacent columns, as shown below.
Let’s take a look at the formulas first. All of these are array formulas. So press CTRL+Shift+Enter after typing.
- J5: Closest School Distance (Any type): =MIN(IF(dist[From]=H5,dist[Distance]))
- K5: Closest School Name (Any type): =INDEX(dist[To],MATCH(H5&J5,dist[From]&dist[Distance],0))
- L5: Closest School Distance (Same type): =MIN(IF(dist[From]=H5,IF(dist[To Type]=I5,dist[Distance])))
- M5: Closest School Name (Same type): =INDEX(dist[To],MATCH(H5&L5,dist[From]&dist[Distance],0))
How do these formulas work?
Let’s examine them one at a time.
Closest School Distance (Any type)
Formula: =MIN(IF(dist[From]=H5,dist[Distance]))
How it works:
- We check if From school is same as the one in H5 and get the corresponding distances only.
- This will return a bunch of distances and FALSE values. Distances will be listed only for the schools that match H5, for all others, the IF() gives FALSE.
- We then pass this list to MIN formula to find the minimum distance.
As we are using arrays inside IF formula, we must press Ctrl+Shift+Enter to get correct results.
Related: Learn more about MAXIF & MINIF formulas.
Closest School Distance (Same type)
Formula: =MIN(IF(dist[From]=H5,IF(dist[To Type]=I5,dist[Distance])))
How it works:
- We check if From school is same as the one in H5 and if the [To Type] is same as I5 and get the corresponding distances only.
- This will return a bunch of distances and FALSE values. Distances will be listed only for the schools that match H5 and of type I5, for all others, the IF() gives FALSE.
- We then pass this list to MIN formula to find the minimum distance.
Finding the corresponding school name:
Once we know the minimum school distance, we just use array MATCH to find corresponding school number and get the name of the school with an INDEX().
=INDEX(dist[To],MATCH(H5&J5,dist[From]&dist[Distance],0))
As we are concatenating two lists in the MATCH formula, we need to press Ctrl+Shift+Enter to get correct results.
We use same logic to fetch school name for the distance in column L too.
Related: Learn about multi-condition lookups
Formula approach – comments
While the formula approach gives answers we want, it is very tricky to write these formulas. The MIN(IF(…)) structure is not easy to master.
As the formulas check entire data, they can be very slow on large sets.
Pivot table to find closest school
First create a pivot table from the dist table with below settings:
- Add From and From type to row labels area
- Add To and To type to column labels area
- Add distance to values area, summarize it by SUM
- Remove sub totals & grand totals
- Set up pivot in tabular layout
We get this.
At this stage, finding closest school gets easy. We simply use SMALL formula on each pivot table row to find 2nd smallest value (because smallest value is 0 and we should ignore it.) to get the distance. Finding school name is a simple matter of using INDEX + MATCH.
Of course, finding the distance for closest school of same type still requires using array version of SMALL with SMALL(IF(…)) structure. But this formula would be significantly faster as we don’t process all the 10000 rows of data.
Comments on Pivot Table approach
Pivot table approach simplifies the problem and helps us answer the questions faster. You can also apply conditional formatting on top of Pivot Table to instantly highlight closest school(s).
Download example workbook
Click here to download the closest school example workbook. Play with the formulas & pivot table to learn more. Examine the conditional formatting rules for some cool techniques.
How would you find the closest school?
By asking your neighbors, of course. Jokes aside, how would you find the closest school for a given school? Would you use formulas or pivot tables or some other approach? Please share your thoughts in the comments.
Need to learn, here is your closest school
If you need to master Excel, look no farther. Excel School, your closest and most awesome online class makes you, well, awesome in Excel. Learn from basics to advanced concepts, all from the comfort of your office or home. There are over 50 lessons and dozens of sample workbooks to make you an Excel pro.
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