Dears,
i worked on a new task to calculate the scheduled & abs% per interval, so i make this sheet by query and I'm asking if there something easier than what i create or not
i need to see the same data in the highlighted columns with purple to be generated automatically in the pivot table as i did it by equations
i need the the pivot sum the scheduled agents per interval and minus the scheduled agents if we the time exceeded 9 hours
for more details please check the below hyperlink.
https://docs.google.com/spreadsheets/d/1ZyhXRLXKnXJsogcGp_Rc1iJswdCoE4Xk/edit?usp=sharing&ouid=114987741753402000397&rtpof=true&sd=true
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I have been stuck for a long time with this issue and so far I just calculate this manually.
Problem: For weekly statistics, I need to calculate the first 2 days (weekly) of absent hours. If the person was absent for more than 2 days, he has been replaced by another worker and is not included in said weekly statistics report.
This is a pivot table where yellow values need to be automated.
Thank you so much for any help!
I need some help with an Excel Project that's giving me headaches. I succeeded to achieve everything I wanted but the result is too heavy for Excel and it crashes all the time. I'm over-using the INDEX and MATCH functions on large tables (50 000+ lines) and Excel doesn't like it. I'm looking for a way to do the same thing in a lighter way for Excel.
Here's what I achieved : I created a report that helps me analyzing my employees's performance VS their billing targets. To create such a report, I used a Pivot Table.
That Pivot Table needs this information as its source :
Each sales that every employee made (amount in $ and date)
The hourly rate of each employee (which changes for every period, see TABLE1 below)
The billing target for each employees (which changes for every period, see TABLE1 below)
Here's my setup. I have 3 tables :
TABLE1 (See attached image) - A table where I manually input data for each of my employees (hourly rate and billing target). Their billing target and hourly rate change every period. So, each period has a different line and I indicate the first day of the period and the last day of the period.
TABLE2 (See attached image) - Table that contains sales data exported from another software I use. Each line represents an amount sold by an employee to a customer on a specific date. This table is pretty heavy and contains more than 50 000 lines. Moreover, the last 2 columns of this table use Index and Match functions to get the right hourly rate and the right billing target from TABLE1. That means that each of those 50 000 lines uses the INDEX and MATCH functions twice… This part is too heavy for Excel and I need a workaround.
Moreover, TABLE2 is getting refreshed every few days with new data coming from my other software (an ERP). So the solution I need to find must take that into account and must be permanent (I try to avoid steps that will have to be done everytime I refresh TABLE2 with new data).
TABLE3 - A Pivot Table that uses TABLE2 as its data source. I use the slicer to select the name of an employee and a timeline to specify which months I want to display. Then the Pivot Table shows my employee's statistics grouped by months. The main statistic is the amount of "billed hours" for each employee, which is in reality the amount of sales made by that employee, divided by their hourly rate on a specific date.
My thoughts :
It is absurd that TABLE2 uses that many INDEX and MATCH functions. For example, if Employee1 made 500 sales between 2020-07-01 and 2020-07-31 (the same month, thus the same period, thus the same hourly rate and billing target), there will be 500 different lines that will use INDEX and MATCH to get the same hourly rate and billing target from TABLE1. That leads to a lot of duplicated calculation and a lot of duplicated data.
Would it be possible for a Pivot Table Calculated Field to use INDEX and MATCH in its formula? And would it be lighter for Excel to do so?
Another way would be to add, at the bottom of TABLE2, 12 lines per year (1 for each month) for every employee where I would write their hourly rate and the billing target. That way, the Pivot Table would be able to display an hourly rate and a billing target for each month, for each employee. That solution would work and would be lighter for Excel, but it would create a high risk of making mistakes while manually inputting the data.
I'm open to all suggestions including VBA!
Thank you very much for your precious time!
EDIT : FORMULA
As requested, here's my INDEX AND MATCH formula that is in TABLE2 and gets the hourly rate from TABLE1 :
=INDEX(TAB_Employee_Data[[#All];[Hourly_Rate]];MATCH([#[Date (Cell)]]; IF(TAB_Employee_Data[[#All];[Name]]=[#[Employee(Cell)]];TAB_Employee_Data[[#All];[First day of the period]]);1))
TAB_Employee_Data is the tab that contains "TABLE1".
I translated the names of the fields since all my work is in French.
This formula does the following : it searches the name of an employee in TABLE1 and finds the period which fits the date of a line in TABLE2.
Also, to work properly, I need to sort the lines of TABLE1 in chronological order.
TABLE 1 :
TABLE 2:
I'm trying to develop a formula in MS Excel that will give me the number of occurrences a task will happen in a year (or month), based on a start date, frequency and schedule in a table. I am looking to produce a table like the following (assuming the start date is 01/01/YR1):
I'm open to VBA suggestions also.
The minimum frequency is completing the task every week. Not taking into account daily tasks here. The data is held in a table. I calculated the 'times per year' using :
=IF([#Schedule]="Months",(12/[#Frequency]), IF([#Schedule]="Weeks",(52/[#Frequency]),IF([#Schedule]="Years",1/[#Frequency],0)))
I may look to take this onto a monthly schedule also, i.e. number of occurrences for each month across 5 years. It would also be useful to specify an overall end date for when the tasks would stop. (e.g. sometimes it would be year 3, sometimes year 5)
Your help is much appreciated!
=IF(D$2=1,ROUND(D$2*$C3-0.45,0),ROUND(D$2*$C3-0.45,0)-SUM($D3:OFFSET($C3,0,D$2-1)))
The formula is dragable so just place it in D3 then drag across then down. Also note the change in format of the table so the year numbers are usable in the calculations.
Note: I would suggest that the value the 5th year of the 2.5 year frequency is incorrect.
In the 3rd year you would do it and have a half year remaining. Then add that to years 4 & 5 and you get 2.5 time to do it again.
I currently have a dataset that consists of 30,000 records. Each record contains the Action Performed, Week, Person who Completed the Work, QC Flag. So in a day we might have 8 people work 3 tasks for a total of 700 work items. We randomly sample 40 of those cases and they fail 3 of those 40 collectively.
I would like a pivot chart that has a stacked column showing the portion of the total work allotted to each task. <---- Easy and completed
Then on the secondary axis I want to show the fail rate... not as a percentage of the total but as a percentage of those qc.
So, I can get the pivot data to say:
Week [1]...QC Fail [3]...QC Pass [37]...QC Blank [660]
...at the Task level. But the output shows the fail rate per task and I do not want that. I want task delineated by volume and the fail rate of the total population.
After a lot of meddling and trial and error I figured out a solution. It's a dirty workaround but it gets the job done. I created one flag field per task as calculated fields in my data. In addition I created flag fields for all items that failed QC. Then my pivot used Week as Row and nothing but values as columns. My values were then count of each task type, sum of my fail flag field, count of QC items. I then displayed the tasks as a stacked column and the fails and total QC as a stacked 100% line and I changed the scale to only display up to 15% and I deleted the total QC line. I will now have to add a flag field for each new task added. Dirty... but after 7 hours I'm done.
I am working on an overtime analysis report in which the data has been imported into Excel (2010). I need to show overtime and time off hours only. I've grouped all the time off hours by creating an additional column that only contains those hours (three different codes). Once the pivot tables are created, I'm creating line charts to show any correlation between time off and overtime in a department, month, and by person. It's working great for most of the employees, but . . .
The issue I'm having is that a segment of our employees have overtime built into their schedule, so the OT column values need to be reduced by that number. (YTD built-in hours is 42).
I've created a calculated field to give me the adjusted OT hours. The problem is when I create the chart, it includes all the fields - the time off data, the total overtime, and the adjusted overtime. If I filter out the overtime, the table doesn't do the calculations for the adjusted overtime. Is there a way to keep just the time off and adjusted overtime hours?
Calculations on detail records should not be done in a Pivot table. If - in your detail table - you create (or have) a field EmpClass that leads to another parameter table specifying the working hours per class, you can - via VLOOKUP and other functions - calculate the correct work/free/overtime for each record in the detail table and aggregate only these result fields.