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June 25, 2024

How to Create a 9-Box Matrix in Tableau

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In this video, I show you how to build a 9-box matrix. 

These are commonly used in talent management and HR to map a company's workforce along two dimensions, potential and performance. 

Each of these two dimensions is split up into three categories, low, medium, and high, depending on the score. 

For each employee performance is then plotted horizontally and potential is plotted vertically. From there, we summarize the number of employees that fall within each box. 


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