Goal
Automate task allocation across 20+ employees based on each employee's skill-set and monthly bandwidth/capacity to perform the task.
Problem
There are 4 daily Task Types - A, B, C, D - and specific employees trained/assigned to each Task Type. Currently, tasks are assigned evenly across all analysts. Each analyst's bandwidth/capacity is not accounted for in the task assignment/delegation.
List of Tasks and Employees responsible for completing each task
Solution
Factor in each employee's "Monthly Capacity" into the task assignment. Instead of allocate tasks evenly, the allocation would factor if an employee is working at 50% capacity for the month, for example, and adjust the quantity of tasks assigned to the analyst accordingly.
Help Needed
Factor in each employee's Monthly Capacity (Column E) into the daily work allocation (Columns G-H).
I have figured out how to evenly assign tasks using the following formula:
=IF(G4="A",CHOOSE(MOD(ROW()-1,7)+1,"Bob","Joe","Susan","Samantha","Tim","Max", "John"),IF(G4="B",CHOOSE(MOD(ROW()-1,6)+1,"Carrie","Joe","Dillon","Austin","Gabriel","Johnson"),IF(G4="C",CHOOSE(MOD(ROW()-1,6)+1,"Greg","Valerie","Alexis","Samual","Alexander","Rachel"),IF(G4="D",CHOOSE(MOD(ROW()-1,7)+1,"Carlos","Freddie","Mary","Nancy","Frank","Derrick", "Daniel"),"Unassigned"))))
Daily Tasks are in Column G. Formula above is in Column F. Employee Matrix is in Columns C-E
I do not know how to factor in each employee's Monthly Capacity (Column E) into the daily work allocation (Columns G-H).
Related
I am trying to create a sampling plan for testing of raw materials. To provide some context, the criteria I am planning to factor in are the Priority level of the materials (e.g. P1 is the highest while P3 is the lowest), the delivery date of the material (Actual date of arrival), and the sampling capacity of each day (currently the capacity is at 30 SUs). If the sampling capacity of the day is exceeded, the date will be decided by back calculating using the lead times from the production need by date.
The main issue with the previous plan was that the dates were only planned around the priority level. This meant that regardless of the delivery date, whenever a new P1 item came in, it would push all the other lower priority items back, and create a backlog of untested items.
Using arbitrary values, if the material is P1, the date will be 12 days after the delivery date; P2, 13 days and P3, 14 days. After that, check if the sampling capacity is exceeded for the day. I tried to use Vlookup, but it only returns the first value rather than checking every row. I do not have Xlookup because I'm using Excel2016.
I want to create a code (either in VBA or excel) to factor in all these criteria to automatically plan a date.
The formula for sampling date based on just the priority level is =IF(C337="1", B337+12,IF(C337="2", B337+13,IF(C337="3",B337+14,""))), where C is the priority and B is the delivery date. This is what I currently have:
See below screenshot:
I have an excel file that has 2 sheets. 1 for tracking services rendered and another with a list of customers and their fees per service.
Tracking Sheet See Tracking Sheet Example
For each service, we manually enter a number for how many times the service was rendered. We then select the client from a drop-down list that we performed the services for.
Clients Sheet See Client Sheet Example
To get the "Amount Scheduled to Bill" and "Total Billed" in the tracking sheet, we reference the client sheet with pricing. This will have a list of clients along with cost for each service.
Let’s say that these are the 2 formulas that will be used to calculate the following on the tracking sheet (can probably be better and if so pls share):
Amount scheduled to be billed - (Used to calculate result for Amount Scheduled)
=SUM(Tracking!A2*Clients!B2, Tracking!B2*Clients!C2)
Total Billed - (Used to calculate result for Total Billed)
=SUM(Tracking!B2* Clients!C2, Tracking!C2* Clients!D2, Tracking!D2* Clients!E2)
Question:
Per row on the tracking sheet, when entering the amount of times a service was provided, how can we correlate the calculation formula per client in the drop-down to get the amount scheduled and the amount billed?
Thanks, VLOOKUP was what I needed and this website tutorial.
I have a dataset in excel which shows headcount by employee level and which department each employee would fall under (sales, ops, or support). I would like to send a survey to each employee once every 26 weeks (2 times a year), but I would also like to keep sending surveys every week to ensure continuation of surveys to a certain amount of population split between sales, ops, and support departments based on their weight of the total population.
This way, I am sending surveys every week to a tiny bit of my overall headcount but only repeating people every 26 weeks.
Can anyone please help on how to solve this in excel with a formula?
From attached sample data, how can I split the headcount to send surverys for 26 weeks straight but to different population every week and not repeat? This different population should be split by % of department out of total headcount. Meaning if I have 10 people every week and % split is 40% sales, 30% operations, and 20% support, the survey should be sent to 4 sales, 3 operations, and 2 support people. Please note that the 10 people and the %s may vary every week because of new hires and resignations.
Thank you!
Sample Data
In the data sheet, ceate a helper column D, where you hand out the numbers to each employee, label it MOD. Use the formula for each employee, enter to cell D2:
=MOD(ROWS(A$2:A2)-1;$H$2)+1
That way each employee is assign a number from 1 to whatever is in the cell H2, e.g. 26. Then contact list all employees with 1 and you have the first batch and so you continue each week to get to employees with 26 in 26 weeks. This way all get the survey but just once.
Of course the share of the individual depts cannot be achieved each time, as there are less employees in some. If you wanted to keeps the shares, some employees of the smaller departments would get the survey more times.
If you want to get some randomness into the order, just mix the order of MOD numbers, e.g. start with 7, continue with 23 etc.
I hope I got the question right, I am not sure in some parts.
I am doing a linear program with Excel Solver to minimize costs across different suppliers, and I was wondering if I could add a constraint that limits the total number of suppliers used? When I try the Count function, it counts everything unless the cell is blank, but solver puts in a zero if the supplier gets no volume. And Countif makes it nonlinear. Is there an alternative way to accomplish this?
objective - min P1V1 + P2V2 + P3V3 ...
s.t count (V1, V2, V3 etc) <= 3
where Pn= price of supplier n
Vn = volume of supplier n
In this case, multiple suppliers provide volume for a single item, and I am trying to limit the total suppliers to 3.
Edit: Also, the volume is going to several different plant locations. Is there also a way to limit the number of suppliers per plant?
I have an Excel table with durations of individuals and I want to calculate the total duration for each activity(in this case, for each row). Each task the individuals are performing is either a parallel one or a sequential one. And it is marked with each activity. (P for Parallel and S for Sequential). There will be a drop down menu to select whether a task is parallel or sequential.
Example table is shown below.
I want to calculate the total duration for each row. The conditions are as follows.
If all the tasks are parallel then the total duration is the maximum duration of all the tasks. (Row 1 as an example, the total duration will be 9,2 days)
If all the tasks are sequential then the total duration is the addition of all the individual durations.
(Row 5 as an example, the total duration will be 31,2 days)
If there are tasks which are mixed (both parallel and sequence)
The maximum duration of parallel tasks must be calculated. (MAX of the parallel tasks)
Total of the sequential tasks must be calculated. (SUM of the sequential tasks)
Then add the MAX of the parallel tasks and SUM of the sequential tasks.
(Row 2 as an example, the MAX of parallel tasks is 6,5 and the SUM of the sequential tasks is 16, so the total duration will be 16+6,5=22,5)
I need to build a formula in Excel 2013 for this. I tried using IF, MAX and SUM formulas, but couldn’t find the correct solution.
I want to build the formula for this. Any idea?
Use offset ranges that are the same size.
Use Aggregate for the P and SUMIF() for the S:
=IFERROR(AGGREGATE(14,6,A2:K2/(B2:L2="P"),1),0)+SUMIF(B2:L2,"S",A2:K2)
Most likely your local setting will require ; in place of the , that my local settings require:
=IFERROR(AGGREGATE(14;6;A2:K2/(B2:L2="P");1),0)+SUMIF(B2:L2;"S";A2:K2)