I am creating an attendance tracking form for work and require someone with more advanced knowledge of excel. This is to track employee tardy's and unplanned absences (UPT). When employees get too many tardy's or UPT's it is called an "Occurrence", when the number of occurrences increase it will increase the "Action Level". I input new data every 2 weeks and then send out emails to notify employees and their managers of increased action levels due to these attendance issues, I want this spreadsheet to do some of the work for me since I am working with hundreds of employees and so the process can sometimes take multiple days to complete.
My objective is to populate the Employee overview cells with the correct details from the Attendance Details page. The challenging part is that there are three rules that dictate which dates I need to populate the Employee Overview with.
Rule 1: Four tardies (TAR) makes an occurrence.
Rule 2: One UPT makes an occurrence, but if there can be multiple UPT's that only make one occurrence as long as they are within 5 days of each other.
Rule 3: Tardies and UPT's disappear after 365 days.
The increase of occurrences will increase the action level (See table in Employee Overview Screenshot).
In my example screenshots, the details should produce the hardcoded Employee overview I made for Bob Smith. I am not expecting anyone to have all the answers, but please help me by suggesting tips or tools available for accomplishing what I require. Please ask any clarifying questions if you wish to help but don't understand what I am requiring.
Screenshot of Attendance Details
Screenshot of Employee Overview for Bob Smith (Hardcoded)
I propose :
break the task/evaluation
Each rule may generate a set of new cell/data/table. thus, work with 1 rule first.
Repeat for another rule.
Consolidate.
these are just my head thinking out loud... hope it helps in anyways.. (care to comment? :)
Rule 1 : =if(countif(<TarRange>,"TAR")>=4,1,0) OR =countif(<TarRange>,"TAR")/4
Rule 2 : make a new list of "UPT"& its date, work from there. arranged the data by date, and use =if((day(<NextEntryDate>-day(<previousEntryDate>))<=5,<currentEntrydate>,"")
Rule 3 : every date cell values can be extracted using year(),month() and day(). Also look in to days calculation in excel help. I see that you'll need an extra column (beside the Rule 2 list) to do a moving summation. An example of moving summation is in the column H & I inside this post :
it uses if(<Day1>=<Day2>,<Count>,<DontCount>) Syntax. it can be change to year1/year2 in your case.
IMHO. Do share with us if you are stuck/successful. (:
Related
I'm working with a data of submission results. Some of data points available: name of submitter, date of processing, and results (approve/reject).
Here is a sample dataset:
Data is sorted by (in this order):
Name of submitter
Submission time of each person, in ascending order (e.g. Andy's 2 entries: first row rejected, second row approved.)
My goal : identify people who has been rejected AND tried submitting again AND eventually got approved.
Or an alternative 'filtering' statement = anyone who has BOTH approved AND rejected submissions.
So when applied to the data sample above::
Both Andy and Evan meets the criteria, since they both have been rejected (could be 1x or >1x), but eventually got approved.
People who got approved in their first try (David), or rejected but never got approved (Bill, Chris), would not be included.
Currently I only could achieve that by eyeballing the dataset, just like one might do on a small dataset such as above. However, I work with 10k+ rows in the actual dataset.
I managed to remove people who only have a single entry (regardless of approved status) since people who meet my criteria would have at least 2 entries.
I used highlight duplicate formula to color the duplicates, sorted the data by cell color, then remove the single entries.
When applied to the sample data above, I got:
My question is: is there a formula that could help me separate the Bills (multiple rejects) from Andys and Evans (people with 1 approve and at least 1 rejects) in a large dataset, without having to eyeball them?
Thank you so much for your help.
Thanks to #Solarmike, found a solution:
Use countifs to calculate the number of approve and rejects for each name.
Then filter out the ones with ApproveCount = 0.
Try below formula
=FILTER(UNIQUE(A2:A10),ArrayFormula(COUNTIFS(A2:A,UNIQUE(A2:A10),B2:B,"Reject")*(COUNTIFS(A2:A,UNIQUE(A2:A10),B2:B,"Approve"))>0))
I have a worksheet with over 30,000 entries in it of work logs submitted by a team of 15 individuals. I've broken this down using a range of countif/sumif/sumproduct formulas to try and summarise the data but am struggling to get one to work for counting the number of days a worklog was submitted by each member of staff over the period(baring in mind that each date the members of the team are working they are submitting multiple worklogs for various types of work).
I understand this is easily done with a pivot table but am trying to avoid using them for this as it will need to be presented/used by other members of staff who are not regular excel users. I would like to make this as simple for them as possible while being able to use the number of days they were at work to calculate averages etc.
I suspect I'm missing something easy here but any advice anyone can offer would be really appreciated.
The dates are in D41:D32038 and names of the workers that submit them in F41:F32308. Thank you.
First Pivots are the way to go, but try this array-formula:
=SUM(--(FREQUENCY(IF(F41:F32308="name of worker",MATCH(INT(D41:D32038),INT(D41:D32038),0)),ROW(D41:D32038)-ROW(D41)+1)>0))
Change name of worker' to the name you're looking for
The result should be the count of (unique) days for a worker, Close Formula with CSE
Hoping you can help me out.
I have a total of three tables here. I've been trying to figure out a formula that will give me the header (the names) of the two criteria specified in H1 and H2. I was able to get the result I want, but for the first table only (Hailey).
The problem is to find out who among the three teachers handled the "subject" within the specified month as well.
Also, I couldn't figure out how to get all the results if ever there are two names that match the criteria. Thank you in advance for your help.
as Jeeped said above this is essentially bad database/table methodology but it is not hard to fix, what you need to do is create three columns one for the name, subject and month.
Then what you can do is just run a simple SQL/Google Query to find out who is doing what.
I've created a template based of your screenshot above but with three columns, have a play around and if you redesign your spreadsheet just let us know and we can help you to design a query for your issue.
use the drop downs to get your desired query, if you select name & month you get that range, if you select a month you get all names for that month.
https://docs.google.com/spreadsheets/d/1yERKtQocnVqopqh6CCn6Rdj143bYyr_IjSDnzCLSm_8/edit?usp=sharing
I have been absolutely stymied by Sharepoint lookups and the complete lack of information anywhere that relates to my problem so one last stab at seeing if anyone has a clue if not I am going to find another job which doesnt involve the use of this very good but highly complicated system.
My problem is that I want to add a column in list 1 that looks up a column in list 2, all very easy you may think and the nice videos on you tube make it seem very easy. So imagine the frustration when I create the column choose the appropriate list from "get information from" drop down and then go to the "in this column" drop down to find the fields i want are missing. I have tried this many ways and could not resolve it. So I decided to start again and set up a brand new list 2 which contains just 4 columns each created manually one column is "just single line of text" called Financial year the other three are a "number" and called Population, Dwellings and Non Domestic. Now having done that I would expect to see thos 4 columns (Financial year, Population, Dwellings and Non Domestic) all appear in the "in this column" drop down when setting up the lookup. But no of course not bloody Sharepoint will only show: Title, Financial year, ID , Content Type, version, and Title (linked to item) none of which I am the slightest bit interested in. I want to look up Population, or Dwellings or Non Domestic. Why is this so easy to do in Excel but in Sharepoint it seems as if Bill Gates has decided he's in charge of what people lookup!! in a word its crap.
I should have added that the same happens whatever list I select to look up from.
I have recently asked this question of google's spreadsheet page.
I a significant data comparison problem I would like to solve. It relates to purchasing books for a Library. We have a catalogue of over 11,000 books. When we order new books we need to compare our proposed purchases to the current stock. Currently we can manually compare them to our catalogue, very laboriously book by book.
We need to do 3 things to make our life easier -
1 easily clean out bad data/characters in the ISBN's - these are either spaces, - (hyphen's) or . (period mark or full stops). A simple formula to run over all ISBN fields would be great.
2 I need to compare data between 1 spreadsheet with 11,000 books in it (current library stock), a second with up to 1000 books in it (currently on order) and finally the third currently active one (about to be ordered) with 50 to 200 books listed in it.
All spreadsheets use the same column configuration as below
Library orders
Title Author Publisher ISBN (long version) US$ UKgpd HK$ Other$ P/O no. Date ordered
UNNATURAL SELECTION MARA HVISTENDAHL Public Affairs Publishing; Reprint edition (May 1, 2012) 978610391511
Finally, the out put of these comparisons should quickly and easily identify on what lines we have matches. and what type of match it is, Author only, Author and Title, or Author, title and ISBN etc for all the possible combinations. To make this easier assume spreadsheet 1 is an unalterable master table, with spreadsheet two similar. It is really only on Spreadsheet 3 we need to be clear if we are starting to reorder materials.
If it is possible to have these as different sheets in a workbook it would be ideal. The only additional feature is that any scripts that run need to be able to cope with spreadsheet 1 increasing in size as new acquisitions arrive and are included. Both spreadsheets 2 and 3 will vary (increase and decrease) as the ordering process proceeds.
Finally the absolute ideal would be for this comparison process to be instant (live) and ongoing as data is included.
If anyone would like to take this on 3 Library staff will be eternally grateful.
regards
Nick
This would be very much easier had you one sheet rather than three (simply add a column to each existing sheet to show whether in stock, on order or to be ordered – three individual letters would be sufficient, then append each of the smaller two files to the largest). Then for example you could apply Conditional Formatting to highlight duplicates one column at a time (Author, Title etc). Apart from the initial data cleansing it would mean in the future switching ‘between sheets’ would merely involve changing a one-letter flag. Filtering would allow you and your colleagues to appear to have three separate sheets and if anyone asks for a particular Title the search would be one-time, not in triplicate.
Also, http://www.microsoft.com/en-gb/download/details.aspx?id=15011 may be of interest, also =SUBSTITUTE.And with data validation you would prevent entry of a new ISBN that already is in your list.