Making a Skills Matrix for your Team with Excel

[@InfluentialPMO]

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[@allegrazz]

I fiddled with this a few months ago to get familiar, and now I've finally completed the survey I needed. I'd made a template following your steps and was able to fit in my new data with only modest adjustments. I still needed to replay you a few times to make sure I was doing it right, but it seems to work! Thank you so much for your clarity!

[@Vin-og2dj]

OMG!!! Thank you so much for this!!! haha!! I had an assignment due and this was SO helpful!! Thank you again!

[@InfluentialPMO]

Glad it helped! 😀

[@InfluentialPMO]

Hey, I hope you find this useful. I’ll be making a follow up to this video about adding teams and looking at team data in the near future. Keep an eye on the channel so you don’t miss it.

[@JamesPeluso]

Hi! This video was amazing! did you ever got around to making a follow up?

[@JamesPeluso]

Found it incase anyone wants to watch it! kzbin.info/www/bejne/o2bCd4auZ7GEeJo

[@InfluentialPMO]

@@JamesPeluso You beat me to it. I'm glad you enjoyed the first video enough to find to the second!

[@krisschnee3151]

Thank you! I was shown a different video about this topic that managed to boast about how many features the maker's project had, yet did a poor job of explaining how to actually build it. I learned a few things I can use in the future besides solving my immediate problem.

[@siphesihlenicholsonkhoza9876]

I cannot thank you enough for this tutorial. My life has changed!

[@InfluentialPMO]

I may retitle this video “Create a Life Changing Skills Matrix” 😁 Thank you for the feedback - if there’s anything else you need the channel to cover - just let me know.

[@philizzo4764]

you saved my life and showed me, that excel isn't that bad :) thanks for that!

[@markaustin3724]

This was an informative video! I like what was taught. The instructions were very clear and the video has a great pace.

[@InfluentialPMO]

If this is useful to you, take a look at the sequel where I created charts to illustrate the data more easily: kzbin.info/www/bejne/o2bCd4auZ7GEeJo

[@amandamiles5885]

So useful! Thank you very much, I followed step by step and amazingly (with my track record) this worked perfectly! Very keen to understand how to use this for full team skills matrices, will keep a look out for that tutorial 👍

[@InfluentialPMO]

Thank you Amanda! I’m glad it worked for you. I was going to record the next part in a few weeks, but I won’t keep you waiting. Look for it next week 👍

[@luckyandreyanshiplayhouse1714]

Great one.

[@InfluentialPMO]

Thank you 🙏

[@rajanikumari6252]

This video is really helpful i could build from scratch

[@InfluentialPMO]

That’s great to hear. Thank you 😊

[@IronPump09]

Perfect - Thanks a lot!

[@InfluentialPMO]

😃 you’re welcome

[@oscarpereira3730]

Thanks a lot!! Well explained and very helpfull. Gracias totales!!

[@InfluentialPMO]

Thank you - I’m glad the video was helpful to you. And thank you for taking the time to comment, it is appreciated.

[@inesmariacoba3701]

Thanks for the video, really useful : )

[@InfluentialPMO]

Thank you for taking the time to feedback, I really appreciate it.

[@Akash_Junavane]

Very helpful

[@InfluentialPMO]

Thank you for the kind feedback.

[@edwardrobson]

I'm only part way through so forgive me if this is addressed later - when setting up you grid of info on the Data worksheet turn it into a table (Ctrl+t). In that way, when you add new names the validation dropdown in the presentation page will automatically take in the new entries. Just a suggestion :-)

[@InfluentialPMO]

Good shout! Thanks for the feedback 👍

[@joliemi6954]

I tried but it's not working 😢 does it also work when the figures are with percentage?

[@addisonwong3032]

is it possible to do the opposite? I'm currently using this guide to track courses achieved by my colleagues. By searching their name, I can have an overview of all the courses they have completed. How do I make it such that by searching a specific course, I can have an overview of all the colleagues that have completed the course?

[@nikkistanbridge4462]

Very helpful thank you. I do have a question though what if the formula works for the first few pieces of data but then you get #N/A?

[@InfluentialPMO]

Hi, I'm really sorry - I've only just seen this comment - for some reason the KZbin filter moved it to a review area that I've never seen before! :-O It sounds a little like the vlookup is looking at the wrong cell. I suggest putting sequential numbers - 0 to 9, over and over in all of the cells being looked up and verifying the Vlookup is pointing where you expect it to. It's remarkably easy, even when experienced, for this the vlookup to be pointing at the wrong column. Give it a try, and let me know if you still have any problems. And again, I am very sorry for the delay in getting back to you. Stuart.

[@waynereeves3121]

Hi Stuart, I love your tutorials they are so helpful, so I have been following this video for my skills matrix but instead of numbers in the skills I have conditional formatting with dates and colours, so when I try and follow your video its not working, also my names are along the columns and tasks down the rows. I would like the individual skills list to bring up the dates in the correct places, if this makes sense, can you advise

[@InfluentialPMO]

Hey Wayne, thanks for the feedback. I’m glad the videos have helped you. I don’t think the lookups can see the conditional formatting, only the values - so, I’d suggest applying the formatting rules to the page that’s showing the output rather than the data page. I suspect as you’ve got the axis’ set up differently, you’ll need to use a different lookup. Connect with me on LinkedIn if you can and I’ll try to arrange a meet up to take a look at the document with you. Can promise a solution, but happy to try 👍

[@kirkwilson5117]

I was looking for a qualification matrix... say something similar to this that captures employees skills from their resume's upon entry to a company so that I can use it to build internal continuous improvement teams. I have not seen any cases where this qualification matrix is used. It starts with what training the people have been trained to after onboarding with the company which is also good. Question?? Is anyone using a Skills / Qualification matrix generated from Resume submissions?

[@InfluentialPMO]

I'm sure this would have value, but only if policies and procedures were in place that made use of the information. Just storing it would not result in any benefits at all - which from my own experience appears to be the norm.

[@kirkwilson5117]

@@InfluentialPMO I agree, my thought process is if the employer has a high volume of projects, or a challenge of stalled projects and growth, or a need for projects but no project activity this information can be mined for making effective project teams quickly and internal training. I envision that the information would be available to select staff such as management, HR, employee development staff.

[@rulewithglen]

Not sure why, but I get a #spill! error on O365 when trying the vlookup at video 10:40. Need to see how I can fix this and will proceed after that. Thanks so far!

[@InfluentialPMO]

I’ve not seen that before - would you like to connect via LinkedIn and send me some screenshots?

[@stephaniejones6796]

Help!! I have fallen at the first hurdle, VLOOKUP is coming up N/A but I followed your steps exactly, I can't see what the issue could be. I tried the semicolon suggestion a previous comment suggested but it would not accept that.

[@InfluentialPMO]

Oh no, are you still stuck?

[@melonaggi]

This is happening with me at present and I tried it several times

[@ruthwangui-thedynamichr7566]

Hello Sir, thank you for this information..however you lost me while making the sequence for the demo results of the skills for each person..anyone kindly help

[@InfluentialPMO]

Oh no, I'm sorry about that - do you have the timestamp for when you got lost?

[@ruthwangui-thedynamichr7566]

Yes, at 4:25 on putting sequential numbers..what's the formula for making the demo results sequentially

[@johannaboman1634]

I tried following this with an error at the very first attempt of vlookup, as it did not allow a comma. It worked when applying a semicolon instead.

[@InfluentialPMO]

I’m glad that it worked (eventually), and well done for improvising to make it work 👍

[@johannaboman1634]

@@InfluentialPMO According to my colleague - a semicolon is the standard in Sweden. Perhaps it is the same in other countries :)

[@InfluentialPMO]

That’s interesting, I had no idea about that. Thank you for sharing though - it could really help others watching the video 👍

[@anthonyelg9058]

@@InfluentialPMO Yes even here in France, we use semicolons instead of commas

[@mobilerack]

Can you please provide the password so I can delete some of the sheets?

[@InfluentialPMO]

Hi, there's no password - you should be able to delete sheets without problem...other than the remaining sheets won't work!😬

[@taramblendmkt]

This process could be replaced by using AI.

[@InfluentialPMO]

The sooner the better! 😉

[@ukamakaanagboso6021]

Maybe. So what's stopping you from developing and sharing it?