I'm trying to calculate how many times a person completes a task in a date range Excel? I can get part but not all of it.
For example For Admin 1, I'd like them to confirm a task is complete (data validation drop down) and then enter the date.
I want to count the dates for that person by the week and so the date range would be 01/01/2022 to 17/01/2022.
Any help appreciated.
Many thanks.
This may be a good place for a Pivot Table solution.
Using the following table that is a similar format to yours:
Table
You can go to the insert tab and in the Tables section select PivotTable. Use the defaults.
PivotTable Selection
This will allow you to start creating the Pivot Table. From here you can place Date in Rows, Person in Columns, and Confirm Task Complete into values.
Proper PivotTable Arrangement
You can group the date by clicking on any date value and selecting Group Selection in the Analyze tab. Group by Month and you should get a result similar to what you expect.
Related
I have a Pivot Table from a cube that has multiple date columns on it (New, Sale Made, Revenue Recognized). I'm aggregating by a dimension (Level in this case, but could be just about any dimension) and I'd like to provide only 1 Timeline slicer and by selecting a date range in the slicer, adjust counts based on the different date columns.
I've tried the Data Model Date Table trick from the Common timeline for multiple date fields, but I am mentally missing a step to follow so I haven't been able to link multiple dates to the same date in that for a slicer.
Has anyone else successfully done something like this before that can share additional steps to what I might be missing? Thanks!
I am using the excel and pivot tables to generate the data
I want to show the number of issues logged by the department within the specific days.
Here are some formulas I've tried:
=IF(C328<=3,"THREE",IF(AND(C328>=4,C328<=7),"Four to seven","F"))
This one increments by date not the range:
=IF(C330<=3,"THREE",IF(AND(C330>=4,C330<=7),IF(C330<>C329,1,D329+1)))
If I understand you correctly, you want to return a period name (e.g. <3 Days, 4-7 Days, or 8-14 Days, etc.) in Column D based on the Days Count.
If so, you can use the approximate match of VLOOKUP to achieve that, but you will need to create a look up table first. See below screen-shot for details. Please note I have named the look up table as Tbl_Period in my solution.
The formula in cell D2 is =VLOOKUP(C2,Tbl_Period,2,TRUE) and you simply drag it down to apply to the rest.
Then you can create a pivot table and set the values to be the Count of Ticket ID. You will need to manually drag the columns in the pivot table to display them in a desired order.
I did not see Team information in your second screenshot so I guess you may need to add a helper column to look up the Team based on Ticket ID and/or other criteria. Let me know if you have any question on this part. Cheers :)
I have a column full of specific date and time information, but I want use that data to filter my table to show only MTD, QTD, and YTD rows.
I can't upload an image of my table because of my work computer program, but I have the variable with the dates in the "report filter" field. The data in the column is given as an individual date and time, so that's all I can select when I try to filter it. There's too many option, and I need to be able to select simply QTD, MTD, or YTD dates. How can I do this? Apologies for the lack of imagery.
Select any part of the Pivot table
Under the Analyze tab of the ribbon select Insert Slicer or Insert Timeline whichever you prefer
Filter the dataset based on the criteria you want.
This won't give you your select columns, but without seeing the way you're data is structured should be a good fix.
If you have the issue where the dates won't summarize by month you can create two new columns to summarize the data and create a table with the following columns:
Month # / Month Name
1 January 'you can use whatever naming convention you prefer (jan, etc.)
2 February
....
Then you want to use the MONTH function combined with a VLOOKUP. It should look like =vlookup(month( [date cell reference]), [table you just made], 2, 0) This will pull the month name. Then you can use the YEAR function to get the years. Then make sure the pivot table accounts to the adjusted range and pull those in instead of date. You can still use the slicer and timeline to filter out the dates, but it will be summarized based on these new labels.
I'm trying to create a weekly calendar showing times of availability for a team. Header is "Monday"/"Tuesday"/"Wednesday" etc., with the time of day and availability of each team member to meet, as shown in the image:
In the header containing the day of the week, I want to create a drop down box where I can select other days and have the calendar automatically change to that day's availability. E.g. if I select "Wednesday" from the drop down box, the calendar updates the cells showing the data for Wednesday, but the calendar format still remains. I'm not sure how to do this using Data Validation; I know that Data Validation can create a drop-down list of values, but I don't know how to link the selection from that list to a group of cells that change based on the list selection.
Thanks!
There are various ways to accomplish this, but this is my favorite.
Create your list, as in the image, cells E2 to E8.
Click Data Validation under Data, Data Tools. Select List in the Allow: window and select your range in the Source: window. I did this for cell A2 in the example.
When done you can select the cell and see the values you can select from.
I recommend that the list be on another sheet and you can make it a table, but basically that is it.
As #Forward Ed pointed out, you still need the formulas in every cell referring to this value and whatever your data fields are in the background. Probably need INDEX/MATCH or VLOOKUP.
OBTW, you can also type in the values like this:
Basically, I have a set of data, with the following columns: date, price, daily price change and % change, the former two calculated using pivot table field list menu. I want to calculate the cumulative daily change over the period of time, in a next column. As it is a pivot table, it has absolute references and I cannot simply add previous day's change to a today's change one by one, due to a large data set. What is the most efficient way to do it? Thank you.
Go to pivot table option tab which appears when you select any cell in the pivot table range. The click on the drop down menu Option and deselect Generate GetPivotData.
After this, you can use the formulas as normal.
You can add additional column in the main sheet as "cumulative change". The new column can have the cumulative value and you can use summation formula for this.
Then you can take this value in pivot table for further analysis.
Take the help of Vlookup also.
You can follow the steps in the video below for detail pivot analysis as per your need.
https://www.youtube.com/watch?v=vzd7RUGloXM
https://www.youtube.com/watch?v=wsCxOmsMq6k