I am trying to figure out how I can get an average of the staff's productivity.
An example of the columns in use is below. I have this as a Data Model as it links to other tables.
I want to be able to use slicers so I can see the results per region, Month, week or staff member (or a combination of the above)
As everyone works a 40 hour week, I used the below formula to show the percentage of productivity per entry, but not sure if I really need to do this.
=IF([#Productive]="Yes",(100/40)*[#[Hours]],0)
Using this on a pivot table I was able to show the productivity of each staff member per week, but this is not really what I am after.
Is there a formula or VBA that I could use to work out the productivity in total and then filter it down accordingly. As this table will continuously grow during the year, I don't think I should be hard coding in weeks or months into the formula.
I tried using SUMIF ( =SUMIF(RawData[Staff Member],A2,RawData[Productive %]) )to get a total of the productivity for each user, and put that into another table but that did not really work as it was giving me 281% etc as it was just a total and would not filter down to the selected month/week/year
I have tried using AVERAGE in a Pivot Table, but that just gave really weird results.
I am really at a loss on how I can do this, if it can be done at all.
Even as an alternative I would be happy to have it show 2 different results in different tables for months or weeks, which I could then filter down to Region/Staff member
I am completely at a loss and would really appreciate some guidance/assistance.
Many thanks
DD
Related
I am looking to create an excel table so i can review my colleagues performance on a certain area in work.
The two measurement areas are Resolved Problems and Total time spent. I can pull this info from a dashboard at the end of the week and manually input it to excel.
We have 6 members of the team and i want to be able to input this data as weekly totals per user.
I will then use this data to track trends like who is resolving most problems, who is doing the least. Who spends the most time on problems and who spends the least.
I am not sure the best way to go about this data capture in excel.
Any help is appreciated.
Isn't this something that you would right click, select pivot table, and pivot my person, value column of time, sort by time?
I've spent a a lot of time trying to find a solution to the following issue but I haven't been able. There are similar threads to this issue both here and on other forums but they don't seem to be applicable. Please let me know any best demonstrated practices regarding posting on this forum that I may be going against.
I would like to be able to dynamically (and hopefully in as simple way as possible) create measures (ideally NOT via calculated columns) in power pivot to be able to carry out percentile analysis (e.g., value associated with top quartile, top quintile, third decile, etc etc) on different subsets of my data (in a pivot table). For example, I might want to create the percentile based on the yearly sales associated with a shop (although the records I have are based on monthly, or another time period).
Here is what this data could look like as an example, as well as what the results would be on this data (I did this jammily using excel). I know that there is a way to do this using calculated columns but I want to try and do it using measures (e.g., maybe using a combination of sumx, percentiles, top n??).
In case you're not able to view the picture of my data, my data is structured as such:
===============================================================================================
**Shop ID** ## **Value** ## **Metric**## **Period** (e.g., mm / yy) ## **Franchised or Co Owned** ## **Year** ## **Quarter**
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1 50 etc etc please see screenshot! thank you
2 70
3 90
Additional explanation on data
Shop ID could have many entries
Value is the value for each metric - the record is based around having a value for each metric for each shop id for each month (or other time period)
Metric could be things like sales, ebitda, car count, etc etc
Period is typically month
Shop status could be "Co - Owned" or "Franchised"
Year and Quarter are based off the period
I want to be able to get percentile values for sales in a given period (e.g., total yearly sales for a given year, total quarterly sales etc) for whatever slicer i have going on for the current pivot table.
Super grateful for any help!
Thanks,
Louis
OK, I think I found an answer. Something like this formula might work:
PERCENTILEX.INC(ALLSELECTED(Facts[ID]),SUMX(ALLSELECTED(Facts[Period]),[Sum Values]),[Percentile Definition])
I have an excel datasheet with more than 1,000,000 rows and 80 columns. the datasheet contains sales information of a chain store with more than 1700 store nationwide. each store is repeated 52(weeks in a year)* about 30 (products sold in that given week)* 2(two years). I want to convert the rows corresponding to products to columns. I can't do that using transverse because the products sold each week might not be exactly the same as those sold next week. do you have any solutions?
thanks
I just made a very simplified version of that excel file. the problem is that the products sold are not the same each week. there is a limited set of product, but only some of the items are sold each week
https://drive.google.com/open?id=1B2vjIL2hemfQNrCz0X6u_pzi7Euy6IWa3Lj0_HzDXDE
This isn't much of an answer yet - but it either will become one or I'll delete it, depending on the OP's response.
I'm thinking that transverse/transpose is the wrong term for what you're trying to do.
Perhaps you're just trying to better organize/visualize this data, something similar to one of these Pivot Tables:
or
These are just two of the infinite ways you can organize data in a Pivot Table.
Is that similar to what you're trying to do? If so I'll share some more info.
If this quantity of data is going to keep coming your way, way you really need is to start using an Access database to get this under control and be able to report on it properly (and easily, once it's setup).
I'm looking a way to add an extra column in a pivot table that that averages the sum of the count for the months ("Count of records" column) within a time period that is selected (currently 2016 - one month, 2017 - full year, 2018 - 5 month). Every month would have the same number based on the year average, needs to be dynamically changing when selecting different period: full year or for example 4 months. I need the column within the pivot table, so it could be used for a future pivot chart.
I can't simply use average as all my records appear only once and I use Count to aggregate those numbers ("Count of records" column).
My current data looks like this:
The final result should look like this:
I assume that it somehow can be done with the help of "calculated filed" option but I couldn't make it work now.
Greatly appreciate any help!
Using the DataModel (built in to Excel 2013 and later) you can write really cool formulas inside PivotTables called Measures that can do this kind of thing. Take the example below:
As you can see, the Cust Count & Average field gives a count of transactions by month but also gives the average of those monthly readings for the subtotal lines (i.e. the 2017 Total and 2018 Total lines) using the below DAX formula:
=AVERAGEX(SUMMARIZE(Table1,[Customer (Month)],"x",COUNTA(Table1[Customer])),[x])
That just says "Summarize this table by count of the customer field by month, call the resulting summarization field 'x', and then give me the average of that field x".
Because DAX measures are executed within the context of the PivotTable, you get the count that you want for months, and you get the average that you want for the yearly subtotals.
Hard to explain, but demonstrates that DAX can certainly do this for you.
See my answer at the following link for an example of how to add data to the DataModel and how to subsequently write measures:
Using the Excel SMALL function with filtering criteria AND ignoring zeros
I also recommend grabbing yourself a book called Supercharge Excel when you learn to write DAX by Matt Allington, and perhaps even taking his awesome online course, because it covers this kind of thing very well, and will save you significant head-scratching compared to going it alone.
This is a multi-tiered project. Let me give a quick overview. I have attendance data, card/ timestamp punches. I would like to have a pivot table with slicers in Excel. Ideally you'd be able to choose a department / last name / associate number. And also a period of time. Ideally this would be a table with the company period/week. And maybe default to last weeks.
I can get at timecard data in two ways:
(1) generate a CSV that automatically performs the timecard math, to figure out how many hours someone worked and it is smart enough to understand 3rd shift workers. The format of that CSV is:
Last Name, First Name, Personnel Type, Associate Number, Facility, Department, TimeIn, TimeOut, Total Hours
The problem with this method is that I would have to manually append the information to the CSV tables. Or come up with some autoIT script.
(2) Get at the raw data via sql/odbc. This way the math is not done. It is just all of the associates timestamps. I would have to figure up the daily hours myself and figure out a 3rd shift formula too. It is not a set schedule, many people swing shifts and others get called in a lot.
Lastly, I would like to be able to filter the dates by using our company fiscal calendar. I have a spreadsheet that goes from 2000 to 2093. With everyday listed and it's corresponding year/period/week.
Example period info spreadsheet:
date Year Period week WeekTotal Period Total
12/3/2007 2008 1 1 2008.1.1 2008.1
12/4/2007 2008 1 1 2008.1.1 2008.1
I know there is a lot going on here, but what would be the best way to approach this project?
First I have not been able to post any script however the last I tried it I used two options 1. Was a php conversion where the time was numbers ( which makes it easier for calculations)
2. Was in the tables where I deliberately entered the values places the time in different columns or fields for hours, mins, and seconds this meant that while the input is eased I still have to calculate the output in php especially for totals, averages and differences.
Hope it helps a bit