Excel guidance - Matching Role and Employee competencies and bring back highest match

[sjackson77]

Good afternoon,

I have two main sheets that are outputs of a process. Sheet 1 has a list of critical roles and the behavioural competencies for that role and each role is rated depending on whether that competency is Critical to the Role, Highly Desirable, or not necessary. Sheet 2 has employees with the same behavioural competencies with the employee rated whether it is a Strength, Proficient, or Development Needed. What I want to be able to do is track through all employees and see if we can match highest employee with the role and vice versa.

There will be more roles than employees. At this stage I think there is one critical component missing which I will need to go back and source the information and that is degree/qualification as without that, the employee wouldn't be matched to that role.

I have converted answers to numerical and was going to look at options with index and match, but I am not proficient in those formulas and wanted to see if the excel expert forum could point me in the right direction. In particular I understand how you set up your data can sometimes help in the task.

I can provide the data.

Thanks

SJ

 

[AliGW]

Yes, please provide the data. As attachments are not permitted here, this will have to be either within your post using an add-in such as the ForumTools in my signature line, or a link via DropBox or similar to your actual workbook (desensitised, of course). As this sounds quite complex, I'd favour the latter.

 

[sjackson77]

Yes, please provide the data. As attachments are not permitted here, this will have to be either within your post using an add-in such as the ForumTools in my signature line, or a link via DropBox or similar to your actual workbook (desensitised, of course). As this sounds quite complex, I'd favour the latter.

Thank so much AliGW,

Please find link below. This is a small section of the work that will come out of it. This is example of one division and there are 5.

https://www.dropbox.com/s/yiuc3c7yro96g9c/Role Employee Matching.xlsx?dl=0

SJ

 

[AliGW]

Thanks. You are going to need to provide some sample output data, manually entered, and explain how you have arrived at that output. At the moment we are presented with a blank output sheet, so you are asking us to guess what you want to see there. In order to get Excel to do this for you, we need to understand the logic you are applying yourself.

 

[sjackson77]

Sorry, of course. I adjusted and saved in the drop box. I have been playing with the idea of an overall match summary (table) - the qualification match is critical as if someone doesn't have the required degree or qualification they cannot go into it. Then I was thinking if a competency is critical for the role (position) =3 and the person has Strength in that area =3 they are a match (100%), if Proficient = 2 then 2/3 (66%) and if development needed (0/3)?.

The orange tab is potential output by person, but I was thinking of having a drop down or formula for 1st employee and their top role and their development areas (i.e. those that are critical or highly) and areas where development needed.

Key is the matching of top three people per role.

Thanks again.

SJ

 

[AliGW]

But you still haven't added any expected outcomes.