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.
Related
I have a list of employee names on one tab and another tab with orders shipped by employees and the month they were shipped going back 12 months. I'd like to calculate the average number of products shipped per employee per month, but I need to know how many months they were here to do that. So what I'd like to do is essentially write a formula that says give me the count of the distinct number of months they've been shipping products.
Sample employee data:
And here's the sample data on the individual shipments:
So in short, I need to know that Joe Smith shipped those 250 products across 3 distinct months to see he averages 83.3 shipments per month. Again, because there are many new people who have come onboard in the last 12 months, I can't just divide them all by 12 and need to know how many months they were shipping items in.
FILTER Shipper and Month based on Shipper column with criteria Employee name. Apply UNIQUE on filtered array to get only unique values (name + month number). Use COUNT to get active months. Divide Products Shipped by it.
Result:
Average by Count of Uniques
=LET(Shippers,B2:B11,Months,C2:C11,uShippers,E2:E4,uProducts,F2:F4,
uMonths,BYROW(uShippers,LAMBDA(uShipper,
ROWS(UNIQUE(FILTER(Months,Shippers=uShipper))))),
IFERROR(uProducts/uMonths,""))
You can use this array version, which spills all the results at once:
=LET(empl, A2:A4, prods, B2:B4, shipper, B7:B16, months, C7:C16,
ux, MAP(empl, LAMBDA(e, COUNT(UNIQUE(FILTER(months, shipper=e))))), prods/ux)
Here is the output:
It is also possible not using MAP but it is a verbose solution:
=LET(empl, A2:A4, prods, B2:B4, shipper, B7:B16, months, C7:C16,
left, TRANSPOSE(N(shipper=TOROW(empl))), right, N(months=TOROW(UNIQUE(months))),
cnts, N(MMULT(left, right)>0), ux, MMULT(cnts, SEQUENCE(ROWS(cnts),,1,0)), prods/ux)
Replacing TOROW with TRANSPOSE it should work for older Excel versions.
This is how I would have done it, create a Pivot table(Insert->Pivot Table) with Months as column, Employee as row and the values as count of shipments. Once you have the Pivot table, your life becomes easier. Now you do a count of the employee row (COUNT(COL-1:COL-X)) to count the total months a particular employee showed up.You now have count of shipments and a count of months. You can calculate the average. Not sure I can think of anything else easier.
I am trying to solve this question. The question is:
A sport store target is to provide at least one employee per 10 customers and at least one administer officer per 10 customers. The store checks those figures running a report on the first Friday of the Month every 30 days.
I have added an example of the data. I am trying to identify the months during which the store failed to achieve those figures?
I would appreciate if anybody can help. please see the picture bellow.
=LET(data,FILTER(A:B,(A:A<>"")*(ROW(A:A)>1)),a,INDEX(data,,1),b,INDEX(data,,2),u,UNIQUE(a),x,--(TRANSPOSE(a)=u),mmlt1,CEILING(MMULT(x,--(b="customer")),10)/10,mmlt2,MMULT(x,--(b="SECURITY")),mmlt3,MMULT(x,--(b="administer officer")),FILTER(u,(mmlt3<mmlt1)+(mmlt3<mmlt2),"all correct"))
I took column A for WEEK_ENDING and B for ROLE
You can replace FILTER(A:B,(A:A<>"")*(ROW(A:A)>1)) with your actual data (without headers).
I than took the unique dates and calculated
the count of "customer` matching the date (mmlt1)
the count of SECURITY matching the date (mmlt2)
the count of administer officer matching the date (mmlt3)
I rounded up the customer count to the nearest 10 and then divided by 10.
Now either of the mmlt2 or mmlt3 values should be larger than the count of mmltq (round up & divided by 10) to meet the conditions.
Finally I filtered the unique dates to the conditions. The result spills the dates where either too little security was available per 10 customers, or too little administer officers.
I am working on an excel sheet where I am required to calculate average number of days the stores in a city were able to make some sales. I am attaching a sample of the table for reference. The values in the cells represent the number of units sold(not relevant to this question).
Here across NY, two stores are present, and out of the total number of days in consideration (3*2), only 4 days some sales were made, making the average 66%.
Similarly for Paris, there exists only one store which was open across all days.
To arrive at the figures, I tried using nested countifs and SUMIFS , but did not receive the expected results. Also, in some of the older posts, users had suggested to use INDEX MATCH with SUMIFS, but I was not to get accurate results using these.
Can anyone help me to get the correct figures for Total days, and Days with some sale.
SUMPRODUCT SOLUTION
=SUMPRODUCT(--(A$2:A$5=A8)*--(C$2:E$5<>""))
=SUMPRODUCT(--(A$2:A$5=A8)*--(C$2:E$5<>"NO SALE"))
=ROUND(C8/B8,4)
First, according to your grid NY made sales on 4 of the 6 days. (NY1: Mon, Wed; NY2: Tues, Wed). Thus the average is not 50% but 66%.
Second, to get your formula. Assuming "Place" is in column A. Below is for NY, you can solve for the rest.
Total number of days:
In cell "C9": =COUNTIF(A2:A4,"=NY") * 3
Days with sales:
In cell "D9": =COUNTIF(C2:E2,"<>NO SALE") + COUNTIF(C4:E4,"<>NO SALE")
I'm looking for the best way to analyse the following data.
This is the amount in hours an employee has taken in a year and what remains. The data bars are a percent of hours taken from what they're allotted, shown in column K. Col I is how many hours they have left, and col J shows the cumulative holiday they've taken throughout the year.
I need the relevant info shown on one row where each row will be an employee's holiday history. Different employees have different hours and I need a way that shows who is in most need of taking holiday when that filtering from largest to smallest etc.
Where I find this tricky is if an employee had 10 hours allotted, and has taken 2 hours, that's 20%, which is the same if someone had 100 hours and has only taken 20 hours. But it's clearly more important that the second employee uses up some of their leave. I'm struggling with the best way to represent this.
I currently have a sharepoint list for recording staff interaction on a daily basis. There are 15 staff, each has three different interaction types (Calls, Emails, messenger), so that's 45 records per day are filled out.
Columns I have are: Month, Agent, Interaction Type daily interactions (1-31) Total Interactions.
What I need to be able to do is a sumif or countif Month=October and Interaction Type =email then total interaction=sum of all emails for the 15 agents etc.
The simplest solution will be to create a view that groups by Month and Type, and under Totals uses Sum on your Interactions column. The headers will have a total count of items in their category, which will be your CountIf, and the Total will be your SumIf.