This is a 4 part video series on how to create a 9 Box (Employee Performance) Matrix, using Google’s ‘=query’ function in Google Sheets.
For an introduction to Google’s Query function, you can jump directly to Video 3
Apologies upfront for the low volume and my weird accent. Still getting used to the new recording equipment. This is a first attempt, so it’s not perfect. But it’s worth the journey. Please feel free to leave any comments or suggestions in the comment section below.
Video 1: Introduction:
Video 1 includes a brief introduction to the concepts that will be covered in this course. This includes a high level overview of the nine box matrix to be used later in the course.
Generic 9 Box Matrix used for this course:
Some resources for further reading – optional of course 🙂
- The Leadership Pipeline – Stephen Drotter;
- The Nine-Box Matrix for Succession Planning and Development – The Balance
Video 2: Creating Data:
Video 2 provides instructions on how to generate random/randomized employee (test) data for use during this course. If you have your own practice data, you are welcome to use it in Video 4.
Video 3: Google ‘=query’
Video 3 includes an introduction to the following elements of Google’s query function:
- Count : “select count(x)”;
- Sum: “select sum(x)”;
- Average: “select avg(x)”;
- “List” data: “select x”
- Pivot data: “… pivot x”
Video 4: Putting it all together
In Video 4 we create a 9 Box Employee Performance Matrix with the techniques we learned in Video 3.
If you have difficulty viewing the videos on LinkedIn, you can access them directly on YouTube from the links below:
- Video 1 – Introduction
- Video 2 – Creating Data
- Video 3 – Google ‘=query’
- Video 4 – Putting it all together
Until next time…
(The views and opinions expressed in this article are those of the authors and do not necessarily reflect the official policy or position of the author’s current employer. Examples of any analysis performed within this article or related media, are to be used for illustrative purposes only.)