I am using an app that counts many of our daily activities but unfortunately does not have a good reporting tool. I am able to easily copy and paste our daily activities into a Google Sheet, but I need to be able to summarize by weeks, months, quarters, half-years and years so that I can determine our activity trends.
I cannot use Zapier or any other automation (that I am aware of), so the daily copy/paste to a sheet is the starting point for this. I have created
https://docs.google.com/spreadsheets/d/1JrOGql3jTEI6kRxVrlUcFSDVHiK2rsAOkdXJ3ZL94Kc/edit?usp=sharing
as a simplified example of what I need, it is editable. Also, there will be people added and removed from the daily report as time goes on (hirings/terminations).
How do I produce a report that shows individual and collective trends weekly, monthly, quarterly, half-year, and annually when each day's data exists on its own sheet?
20 years ago, I did something like this in excel, using a formula like: =SUM(FirstSheet:LastSheet!I2) to grab a specific cell from every sheet. But my current needs require the flexibility of employee records adjusting to different rows as employees are added or terminated. So I need a variable that reads the employee name to confirm, as well as the column header in case my software adds or removes something from the report that I am copying and pasting.
=SUM(FirstSheet:LastSheet!I2)
I would like report(s) that show summaries by an employee for each referenced time frame for each data being tracked.
={"Name", "Calls", "Emails", "Texts";
QUERY({'1-1-19'!A2:E;'1-2-19'!A2:E;'1-3-19'!A2:E;'1-4-19'!A2:E;
'1-5-19'!A2:E;'1-6-19'!A2:E;'1-7-19'!A2:E;'1-8-19'!A2:E},
"select Col1,sum(Col2),sum(Col3),sum(Col4)
where Col1 is not null
group by Col1
label sum(Col2)'',sum(Col3)'',sum(Col4)''", 0)}
perhaps to make it easier you could create a Named Range from sheet names like for filter of year, month, week, quarter etc.
Related
I am building a rudimentary budgeting tool on Google Sheets, where I intent to use a google form to enter new data(Data input sheet). After this I want to sum all expenses up, which timestamps are within the same year and month and have a common category like Technik or Nebenkosten(utility). This sum is supposed to go into a separate spreadsheet. SummaryOfExpenses How can this be made possible
I suggest that you build a pivot table and group the dates by year and monthes.
You can do it into a separate spreadsheet of course.
I have a sheet that tracks orders that we put in and we just started recently doing a breakdown on a month to month basis.
We have a main order log, main order log count, monthly order count, and a formula sheet
I currently have all my formulas for all the totals in the formula sheet and they then read into the main and monthly order log counts for a more streamlined approach so that way I can present it easier.
I have setup in my formula log a couple months already in advance the formulas to start counting each order when the new month hit but I have to go in manually each month and update where the totals will be reading from. Is there a way to automate it so instead of me going in each month and changing the locations of the formulas.
Say for instance I can type April in the heading and all my total formula cells will populate for the criteria I set for April and so on?
I would more than happy to share screenshots if needed I just cant share the sheet. But I would love to learn if possible.
I cant seem to grasp which formula I could use.
I am writing some formulas that will make up a dashboard that allows for a dynamic look-up of change in waiting times for admission into a hospital. In this case, what I want to do is create a lookback period of 1 month, 3 months, 6 months, and 1 year to see how waiting times have changed during this time at a few locations. It's a bit of a complex issue, but the stripped down data and my example code can be found here (fully shared for editing).
I have successfully gotten the correct formulas for finding 1 month worth of change, but how to apprroach more than 1 month's worth of data eludes me and this is especially problamatic because the date formatting is not standard excel/google sheets data format. As this data will be continously fed into the spreadsheet, I don't think I have the option to modify it either so I think the only option is to come up with some pretty funky formulas that treat months as text. Alternatively, I guess I can also try to make a formula that reformats the text into valid google sheets dates and then use that to make calculations but then while I could probably write that formula, I'd still not know how to get multiple months worth of data processed. Can anyone help take a look at the sheet? (feel free to copy/edit the file if necessary).
try like this:
=QUERY({INDEX(SPLIT(Data!A3:A, "T"),,1), Data!B3:C},
"select avg(Col3)
where Col1 >= "&DATEVALUE(EOMONTH(TODAY(), -4)+1)&"
group by Col2
label avg(Col3)''")
spreadsheet demo
I am attempting to build a live dashboard for our lovely mechanics to see how many services they have completed in a day. The majority of the time it will be used to only show services from a certain mechanic on today's date, however I would like to be able to change the date it shows date for and so would like to be able to grab that criteria from a certain cell in sheet.
My current thinking is that the dashboard would have a formula like this:
=COUNTIFS(
IMPORTRANGE(
"https://docs.google.com/spreadsheets/d/1bx65qPAChwZ8uxwJsMfh-w5uALdKVdnn8x7LXD6J3zs",
"Servicing!A:A"),
D1,
IMPORTRANGE(
"https://docs.google.com/spreadsheets/d/1bx65qPAChwZ8uxwJsMfh-w5uALdKVdnn8x7LXD6J3zs",
"Servicing!C:C"),
C7)
D1 is where i can put in the date. C7 is where the mechanics name is held. My thinking is that this is not working as the data is populated using a google form. This google form records a timestamp in the following way '3/13/2020 12:09:56' Meaning that It will only match this data if the exact same time matches. Is there a way to make it search for ALL records on a date instead of all from a precise time?
Thanks for reading!
I was able to remove the time from the google forms output by adding and extra column and using this formula
=TO_DATE(DATEVALUE(B805))
B805 is filled by the time stamp from the google form
I then made my formula search for the info in the new colum with the above in each cell. It worked! :)
For reference, please visit this Google Doc which is a simplified example of my problem, which is to determine total sales in Blue and Green markets each month.
Each month, I receive a new sales report from accounting for all of our markets and I add the sheet to the main workbook. My team is in charge of assigning "colors" to the markets and tracking this. As it's privileged information, we can't have accounting auto-tag these in the data they send over.
One solution would be, for each new monthly report that comes in, tag each city with the color. However, we have hundreds of markets and this isn't very practical to go through each time.
I assume that a SUMIFS function would work here, but am unsure how to set it up when there are values spread across multiple sheets.
You can use this function in B8 of February tab:
=SUM(IF(COUNTIFS($A$2:$A$5,Color!$A$2:$A$5,Color!$B$2:$B$5,'Sales February'!A8)>0,$B$2:$B$5,0))
COUNTIFS($A$2:$A$5,Color!$A$2:$A$5,Color!$B$2:$B$5,'Sales February'!A8)>0 gets an array of the countries that belong to the colour specified in A8 of the current tab (Would that be possible to put only Green and remove February Sales from that cell?).
If the country belongs to the particular colour, then return the array of corresponding values in column $B$2:$B$5.
Lastly, sum this array.
Note:
You need to array enter this formula in Excel (by holding Ctrl+Shift then hit Enter after typing in the formula).
In Google Spreadsheets, you array enter a formula by wrapping the formula around =ArrayFormula(), meaning you use:
=ArrayFormula(SUM(IF(COUNTIFS($A$2:$A$5,Color!$A$2:$A$5,Color!$B$2:$B$5,'Sales February'!A8)>0,$B$2:$B$5,0)))
In Excel you can use this "array formula"
=SUM(SUMIF(A$2:A$5,IF(Color!B$2:B$5=A8,Color!A$2:A$5),B$2:B$5))
confirmed with CTRL+SHIFT+ENTER
The same formula works in google docs if wrapped in arrayformula, i.e.
=arrayformula(SUM(SUMIF(A$2:A$5,IF(Color!B$2:B$5=A8,Color!A$2:A$5),B$2:B$5)))
or you can use FILTER as user3465711 suggests, i.e.
=SUM(filter(B$2:B$5,isnumber(match(A$2:A$5,IF(Color!B$2:B$5=A8,Color!A$2:A$5),0))))