Job Titles & Grades: Creating an Interactive Matrix in Excel


It is difficult and time consuming to convert a list of job titles and grades into an interactive matrix to audit job grades, determine where jobs are positioned in each function, and view career paths.

In this 2-hour virtual classroom, compensation and Excel expert Dianne Auld will demonstrate how to easily convert a list of job titles and grades into an interactive matrix, which shows the job titles by grade vertically, and function horizontally, and always has the perfect number of rows for the data. 

Once you learn how to set up your matrix, you will simply copy and paste your new jobs and grades into your list (this could be directly from your payroll or HRIS system), click the macro button and all the linked job grading maps (matrices) are automatically updated with the perfect number of rows. The result is multiple views of the data all feeding from one source, with no errors, omissions or duplications, and almost no maintenance.

This methodology is extremely useful for rewards professionals and will save loads of time.

In this course, learn how to:

  • Create an interactive matrix from a list of job titles and grades
  • Add a drop down to view the matrix for a specific business unit or company
  • Record and run a macro to ensure the matrix has the right number of rows for the jobs
  • Add conditional formatting to a matrix to show different business units in different colors
  • Use the same list to matrix methodology to create a nine-box talent grid by business unit
  • SEO keywords and description

Learning Options Click on your preferred Learning Option to see pricing and schedule.

Virtual Classroom

Live online instructor-led delivery of online course materials including real-time interaction with a subject-matter expert and peers — no travel required!


Member: $395 USD

$525 USD


Dianne Auld

Reward Consultant
Auld Compensation Consulting

Dianne Auld, CCP, GRP, CSCP, WLCP owns a consulting practice, Auld Compensation Consulting, in Cape Town, South Africa. . She consults to a wide range of organizations globally in all areas of total rewards. She has developed and taught courses in Africa, the Middle East, Asia, Europe, and the United States.

Dianne is also a faculty member at WorldatWork and a reviewer for the WorldatWork Journal. Well respected and known as an expert in the compensation field and Excel, Dianne's skills and expertise are in high demand. In fact, her sessions at the WorldatWork Total Rewards Conference and Exhibition typically fill to capacity. She is the author of the popular Dianne Auld’s Excel Tips, third edition.

Dianne has partnered with WorldatWork to develop several educational products to assist compensation professionals with their day-to-day tasks in Excel, including "Working Smarter and Faster with Excel Formulas, Charts and ASAP Utilities,” “Regression Analysis Made Easy with Excel,” “Hello Excel Power Query, My New BFF”, "Excel Skills for Compensation Professionals," and "Advanced Excel Skills and Dashboards for Compensation Professionals."

Course Credits & Certifications

  • Recertification
    .25 Credits

More Information

Who Should Register

Compensation practitioners or compensation managers with at least intermediate Excel skills.


Office 365/Microsoft 365 Excel is needed for this class.

How to Register


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