Situation:
Every time I visit a member of my field team, I put their 'score' into a Google Form, which then puts the raw data into this Sheet.
I'd like a second Dashboard sheet that has:
all of the raw data, plus a calculation of their "overall score" (an average of parts A, B, C, and D)
a way to easily see the average score of each person per quarter (Q4 2016, Q1 2017)
a way to easily see the average score for each type of Observation (Live vs scenario #1, 2, 3)
a drop-down where I can select a user and see their scores on a chart compared to the rest of the group's averages
I've done some of the work [here], but would love some help to figure out the best way to do this (keeping in mind of the performance of the sheet considering I'd actually have thousands of rows of raw data).
*Things to note:*
* I might score one person twice in a row before getting to the next person
* I might score one person twice in a month (I'm not sure how to show that in the Dashboard)
Thank you in advance for your help. I'm trying to learn as much as I can, but it's all still pretty new to me.
Related
I've been asked to create a summary for some google form responses, and though I have a working solution, I can't help but feel there must be a more elegant one.
The form collects data related to case checking - every month each team (there's 100+ teams) has to check a certain number of cases based on how many staff are in their team, and enter the results for each case they've checked in the google form. The team that have set this up want me to summarise the data by team, month, and section of the form (preliminary questions, case recording, outcomes, etc). There are 8 sections on the live form, ranging from 1-13 questions, all with Yes/No/NA/blank answers.
(honestly, it's not how I'd have approached setting all this up, but that is out of my hands!)
So they're essentially looking for a live monthly summary with team names down the side, section names along the top, and a %age completed that will keep up with entries as they come in (where we can also use importrange and query to pull the relevant bits into other google sheet summaries, as and when needed).
What I've currently got is this:
=iferror(sum(countifs('Form Responses'!$B:$B,$A3,'Form
Responses'!$F:$F,"Yes",'Form Responses'!$E:$E,">="&$B$1,'Form
Responses'!$E:$E,"<"&edate($B$1,1)),countifs('Form
Responses'!$B:$B,$A3,'Form Responses'!$G:$G,"Yes",'Form
Responses'!$E:$E,">="&$B$1,'Form
Responses'!$E:$E,"<"&edate($B$1,1)),countifs('Form
Responses'!$B:$B,$A3,'Form Responses'!$H:$H,"Yes",'Form
Responses'!$E:$E,">="&$B$1,'Form
Responses'!$E:$E,"<"&edate($B$1,1)),countifs('Form
Responses'!$B:$B,$A3,'Form Responses'!$I:$I,"Yes",'Form
Responses'!$E:$E,">="&$B$1,'Form
Responses'!$E:$E,"<"&edate($B$1,1)),countifs('Form
Responses'!$B:$B,$A3,'Form Responses'!$J:$J,"Yes",'Form
Responses'!$E:$E,">="&$B$1,'Form
Responses'!$E:$E,"<"&edate($B$1,1)),countifs('Form
Responses'!$B:$B,$A3,'Form Responses'!$K:$K,"Yes",'Form
Responses'!$E:$E,">="&$B$1,'Form
Responses'!$E:$E,"<"&edate($B$1,1)))/(countifs('Form
Responses'!$B:$B,$A3,'Form Responses'!$E:$E,">="&$B$1,'Form
Responses'!$E:$E,"<"&edate($B$1,1))*6),0)
It works, but it feels like a bit of a brute-force-and-ignorance solution. I've tried countifs & array, I've looked a pivot but I can't get the section groups, I've had a play with query but I can't figure out how to ask it to count all Yeses in multiple columns at once.
Is there a more elegant solution, or do I have to resign myself to setting up the next financial year's summaries like this?
Edit:
You can use plain array boolean multiplication to achieve the count, as trues are converted to 1s and false are converted to 0s:
=TO_PERCENT(ARRAYFORMULA(
SUM((f!F1:K="Yes")*(f!E1:E>=B1)*(f!E1:E<EDATE(B1,1))*(f!B:B=A3))/
SUM(6*(f!E1:E>=B1)*(f!E1:E<EDATE(B1,1))*(f!B:B=A3))
)
)
Renamed Form Responses to f
Numerator: SUM of
Question filter (f!F:K =Yes) and
Month filter (f!E:E is within month of B1) and
Team filter(B:B = A3)
Denominator: 6 times the SUM of
Month filter (f!E:E is within month of B1) and
Team filter(B:B = A3)
On this sample sheet that you provided you'll notice two new tabs. MK.Retab and MK.Summary.
On MK.Retab is a single formula in A2 that "re-tabulates" all of your survey data into a format that is much easier to analyze going forward. That tab can be "hidden" on your real project. It will continue to build the 6 column dataset forever. It would be a sort of "back end" sheet, only used to supply data to any further downstream analysis.
On MK.Summary is a single formula in cell A1 that Query's that dataset from MK.Retab and shows the percentage of Yes's by month by section by team in a format similar to what you proposed. I coded it to display the most recent month at the left, immediately to the right of the team names, and to push historical data off to the right. Even though people are often used to seeing time go from left to right, I find that the opposite method nice because it keeps you from having to scroll sideways to see the most recent data. It is very simple to change should you want to by getting rid of the "desc" that you find in the "order by" clause of the query string.
I find this kind of two step solution to problems like your useful, because while the summary migth not be exactly what you want, it's always easier to build formulas and analyses off of the data as laid out in the MK.Retab sheet.
As for the formula in MK.Retab, it is based on a method that I came up with a while back that constructs a large vlookup where the [search key] is actually a sequence of decimal numbers that is built by counting the number of rows in your real data set and multiplying by the number of columns of data that need to be repeated for each row. I built a demo some time ago that I'm happy to share with folks if you want to understand better how it works.
You said that your goal was to understand the formulas so that you could modify them going forward as needed. I'm not sure how easy that will be to do, but I can try my best to answer any questions you might have about the method or the solution generally.
What I can tell you is that some of the formulas are more complicated than they need to be because you just used Q1 Q2 Q3 etc instead of the actual questions. if you had a list of the questions asked somewhere (on some other tab, say), and what you wanted to call/name their corresponding "sections", it would make the formula significantly less complicated. As it stands, I had to use the appearance of the word "Comments", in row 1 to distinguish between where one section ended and another section began. The upside to that decision though, is that the formula I wrote is infinitely expandable to the right. That is, if you were to add another 100 columns worth of questions and answers to the sample set here, the formula would be able to handle that and break it out, so long as there was the word "Comments" between each section.
Hope all this helps.
Imagine a list on the left filled with employees going down the spreadsheet and headers across the top based categorized on infractions that an employee might violate. this sheet is connected to another sheet which adds a one every time a form is submitted against the employee adding up for the quarter. So employee john smith has across his row would show a 0 if he never committed this infraction and add a 1 to the column each time he did so a row might look like this. John Smith 0 4 5 0 1
The goal is to show the experts name and infraction with how many times this infraction took place removing the infractions that he did not commit so ideally it would look like John Smith 4 5 1 and the header of each number would show what he did.
The goal is to make it much easier to see who did what essentially. There will be over 100 employees and alot of 0's so optically it would look better to distill in order to quickly identify who did what and how many times.
Any ideas?
V lookups and important ranges based on if this is greater than 0 is tedious and does not exactly pull what we want. Essentially omitting the 0s and just showing what an employee has done rather than what they have not done is the goal. All index and match formulas do not seem to specifically answer this problem
simple Index V lookups and matching formulas have been tried
Not able to reflect all three variables (employee/frequency/infraction) while not showing on a master list the people who did not commit the offense
There's a few ways you could set this up. I would set this up so it
Column A = Employee
Column B = Infraction
Column C = 1
Column D = Date
That way you can do a pivot summary and have the employees, with their infractions below their name and the months/years they occurred. Also you can adjust this table as necessary, such as filter by the employee name or by date or by infraction.
The added benefit is you could create a chart with all of these as filters, like cutoff a date range or pick an employee or infraction and it can show a bar graph of all the infractions by month or something like that.
I would agree that listing your data of infractions line by line (as they happen) and using a pivot table would probably be the easiest.
You could also use the AGGREGATE function to pull from a large database as well. This way you could type in an employees name, and a list of all infractions would pop up next to the name (or wherever you would want it) with as much detail as you would like. This way is more complex, but using both a pivot table and the AGGREGATE function might get you the best of both worlds (you could searching infraction types, dates, employees, employee types, and get all the details in the world if wanted).
Hope this helps!
JW
I'm pretty new to using Excel/Google Sheets as I've never needed it in previous jobs. This query isn't for a work project but for a personal record to keep information I want to record clear and concise, Kind of like keeping books for a business I am trying to record various income's and outgoing's in the form of "points" (Maybe Google Sheets isn't the best "free" tool to use) that will show how many "points" someone has accrued, How they earned them, and What if any they have spent them on, It will also be recording some cash transaction as well.
I have 2 sheets currently and I am trying to add all the data for a single person from 1 Sheet into the "Points Total" column on the other sheet taking into account what they have earned and what they have spent.
I'm not sure how else to explain it really, Here is my current butchered (seriously) formulae:
=sum(C2:F2), - 'Point Purchases'!C2
Link to the Google Sheet in question
You are mot that far off. Just remove the comma.
=sum(C2:F2) - 'Point Purchases'!C2
I have a simple table with 3 columns:
[Name] [Score] [Rank]
For the 3rd column, I'm using the following formula to rank each row according to the score:
=RANK(C9,$C$9:$C$28,0)
The problem is that the formula isn't returning the values I'd expect. For example on the last row it returns 19 when it should be 5.
I found other formulas for ranking (RANK.EQ, etc.) but same issue happens.
Here is the Google Sheet to see it in context:
https://docs.google.com/spreadsheets/d/1P1m7UHPPIcQLQkzpnk-SI1y7-0mhKytCWDjA6FJzFrM/edit?usp=sharing
Any guidance appreciated
The results you want can be achieved with a simple MATCH formula:
=match(round(C9,0),NamedRange1,0)
Provided an array (named NamedRange1 for above) is created, say with:
=sort(unique(round(C9:C28,0)),1,0)
I think the result is as intended. Check this Ranking Wikipedia page (called 'standard competition ranking'). It says:
Standard competition ranking ("1224" ranking)
In competition ranking, items that compare equal receive the same
ranking number, and then a gap is left in the ranking numbers. The
number of ranking numbers that are left out in this gap is one less
than the number of items that compared equal. Equivalently, each
item's ranking number is 1 plus the number of items ranked above it.
This ranking strategy is frequently adopted for competitions, as it
means that if two (or more) competitors tie for a position in the
ranking, the position of all those ranked below them is unaffected
(i.e., a competitor only comes second if exactly one person scores
better than them, third if exactly two people score better than them,
fourth if exactly three people score better than them, etc.).
Thus if A ranks ahead of B and C (which compare equal) which are both
ranked ahead of D, then A gets ranking number 1 ("first"), B gets
ranking number 2 ("joint second"), C also gets ranking number 2
("joint second") and D gets ranking number 4 ("fourth").
What you want is 'dense ranking' and it can be achieved by pnuts's answer or something like this:
set G9 to 1
set G10 to =if(round(C10,0)<round(C9,0), G9+1, G9)
copy G10 and paste it into G11:G28
Sample sheet is here.
Thanks to #pnuts and #sangboklee for your solutions. I think I have a good solution now. It is pnuts's solution, just simplified:
=match(round($C9,0),sort(unique(round($C$9:$C$28,0)),1,false),0)
This essentially "embeds" the created array within a single formula, that can be applied to all rows. And as a bonus, the values don't even have to be sorted.
Please check for correctness folks, but I think this works. I've updated the linked Google Sheet from the original question description (it's "Solution 2b").
I am writing what could be defined as an accountancy/invoicing app using Rails 5. I am in need of implementing a section that predicts the company's cashflow in the future. So far I've got the following:
Actual bank movements and balances (in the past), imported from the bank
Future invoices (income) which are expected to be paid on a certain date
Future one-time expenses which are expected to be paid on a certain date
Using these three sets of data, I can calculate, for any given date in the future, the sum of: the last known bank balance, plus all the future invoices values coming IN, minus all the future expenses going OUT, so I get, theoretically, the expected balance of the company for any given date.
My doubt arises when it comes to recurrent expenses (or potentially incomes). Given that all of the items I mentioned before (bank movements, invoices and expenses) are actual ActiveRecord records stored in my database, I'm not sure about how to treat the recurrent expenses, for example:
Let's imagine I want to enter a known future recurrent paycheck of a certain employee, which is $2000 every first day of the month.
1- Should I generate at some point the next X entries and treat them as normal future expenses (each with its own ID, date and amount)?
2- The other option I've thought of is having some kind of "declaration" on the nature of the recurrent expense, as in "it's $2000 every day 1 of month until -forever-", similarly to a cronjob. But, if I were to take this approach, I'd like to have an ActiveRecord - similar interface, so that I can do something like:
cashflow = []
last_movement = BankMovement.last
value = last_movement.balance
(last_movement.date..(last_movement.date + 12.months)).each do |day|
value += Invoice.pending.expected_on(day).sum(:gross_amount)
value -= Expense.pending.expected_on(day).sum(:gross_amount)
value -= RecurringExpense.expected_on(day).sum(:gross_amount)
cashflow.push( { date: day, balance: value } )
end
This feels almost right but, I'm not sure about how to link the actual expense when it comes with the recurrent/calculated one. How can I then change the date if the expense gets paid the day after it was supposed? I need to have an actual record of each one of those, at least whenever they are "consolidated".
I'm not really sure if I was clear enough with my trouble here, so, should anyone want and have some spare time to help me out, please feel free to ask for any extra relevant info, I'd really appreciate some help, especially if we can find a way of doing this "the Rails way"!