I am creating a Risk Catalog for a project. I have one sheet in Excel titled "Risk Log". In that sheet one column is labeled "Impact" (with the options to select Negligible, Marginal, Severe, Critical, or Catastrophic) and another one is labeled "Probability" (with the options to select Very Unlikely, Unlikely, Possible, Likely, or Very Likely). I also have another sheet labeled "Risk Metrics" shown here:
The table to the left indicates the Priority order for all risks based on their Impact & Probability, and the table to the right is what I am trying to work with. As you can see, the tiny table on the bottom calculates how many risks are "Green, Yellow, and Red" based on the table. That code has already been set. However, I am having trouble populating the table to the right. What I would like to do, is for the table on the right to indicate how many risks fall into each category (AKA how many risk are "Severe & Likely" or any combination: For example if only 1 risk was both Severe AND Likely, that cell would say 1, and 2 if two risks were that combination) I would like to use an IF AND statement that would cover all the risks that are in my Risk Log (could be up to 100)
Thank you very much!!
Here in an example of what the Risk Log might look like when completed.
If I understand your quesiton correctly, you are trying to count how many Impact x Probability combination in the table 5x5 Risk Count but let me know if this is what you intended to do.
The formula you can use from cell N5 is:
=COUNTIFS('Risk Log'!$E$2:$E$12,N$10,'Risk Log'!$F$2:$F$12,$M5)
You can drag it over to the right and down to cover all the fields. Try and let me know.
Related
I am trying to put a reference line on a table that shows a ranking by point.
for example, if 10 teams are ranked by points, and only the top 3 teams advance to the next round, I want to draw a red line between 3rd and 4th teams.
I researched a lot and found there is no conventional way to do this (Please let me know how if I am wrong).
My one workaround idea was to split 1st-3rd teams (1st sheet) and 4th-10th teams (2nd sheet). Then, when I put them on a dashboard, place a blank sheet (filled with red color and 1pt height) between the 1st and 2nd sheets that are placed vertically.
However, the problem with this approach is that when I split the rank, then the rank column is messed up because of the filter. So, if I want to stick with this approach, I should figure out how I can rank the entire 10 teams regardless of the filter.
To summarize, I guess there are three parts to this question.
1) Is there a conventional way to put a red line on a table?
2) How can I rank teams by point regardless of the filter that was used to split the teams into two?
3) Is there any other ways to solve this?
Your approach seems good to me and this is what it would look like using the traditional superstore:
Probably I'm missing youre second point related to filtering the ranking column.
In my example I'm using the table calculation "rank" in order to have a dynamic value.
Can you elaborate more on this topic?
UPDATE
For reference, this is how the first worksheet is built: using a table calculation based on sales (triangle sign) as a filter for the rank from 1 to 3.
The same has been done for the second worksheet, filtering from rank 4 on:
I think this problem, when solved by creating additional charts with offsets, is easy. I want to cut out the middle man and not use offsets (unless they are useful to the answer). I have data for daily cohorts and I know specific information about their behavior 1 day later, 2 days, 3 days ect.
Now it is rather easy to make a waterfall chart of day by day activity like so...
What I want to do is skip this step (directly above, the waterfall chart) in hopes of shrinking my current workbook by a substantial amount. You can imagine having simply 1 year of data across multiple channels measuring even 1 aspect of behaviors can account for a lot of data and pivot charts. Also, btw, I have the top chart as a pivot thus allowing this to be hands off when calculating what I am looking for.
What I seek - I look to further construct groups of days as other cohorts to examine (for example, say, 1/1 - 1/5) and see what their activity has been in a cumulative fashion since then. To be more specific, I want a table that will show cohort 1/1-1/5's activity in the date range 1/1-1/5 (11) and then their activity from 1/1-1/9 (24, an additional 13 "behavior points" summed).
So far, as I said, my current solution involves the "blue arrow" schematic where an additional table is constructed and I can sum on, essentially, rectangles build by using OFFSET on sell ranges with the MATCH function. I am stumped with how to go about this without the additional charts.
Thanks!
VBA would better for this, but use this formula in C30:
=IFERROR(SUM(SUMIF(OFFSET(OFFSET($B$1,$A30-MIN($B$2:$B$10),MIN($B$2:$B$10)-$A30+DAY(C$28)),SEQUENCE($B30-$A30+1),IF(COLUMN(OFFSET($B$1,$A30-MIN($B$2:$B$10),MIN($B$2:$B$10)-$A30+DAY(C$28)))-SEQUENCE($B30-$A30+1,,0)>COLUMN($B$1),0-SEQUENCE($B30-$A30+1,,0),COLUMN($B$1)-COLUMN(OFFSET($B$1,$A30-MIN($B$2:$B$10),MIN($B$2:$B$10)-$A30+DAY(C$28)))+1),1,IF(COLUMN(OFFSET($B$1,$A30-MIN($B$2:$B$10),MIN($B$2:$B$10)-$A30+DAY(C$28)))-SEQUENCE($B30-$A30+1,,0)<=COLUMN($B$1),(C$29-C$28+1)-SEQUENCE($B30-$A30+1,,-(COLUMN(OFFSET($B$1,$A30-MIN($B$2:$B$10),MIN($B$2:$B$10)-$A30+DAY(C$28)))-COLUMN($B$1)-1)),C$29-C$28+1)),"<>")),0)
and this in D30:
=C30+SUM(SUMIF(OFFSET(OFFSET($B$1,$A30-MIN($B$2:$B$10),MIN($B$2:$B$10)-$A30+DAY(D$28)),SEQUENCE($B30-$A30+1),IF(COLUMN(OFFSET($B$1,$A30-MIN($B$2:$B$10),MIN($B$2:$B$10)-$A30+DAY(D$28)))-SEQUENCE($B30-$A30+1,,0)>COLUMN($B$1),0-SEQUENCE($B30-$A30+1,,0),COLUMN($B$1)-COLUMN(OFFSET($B$1,$A30-MIN($B$2:$B$10),MIN($B$2:$B$10)-$A30+DAY(D$28)))+1),1,IF(COLUMN(OFFSET($B$1,$A30-MIN($B$2:$B$10),MIN($B$2:$B$10)-$A30+DAY(D$28)))-SEQUENCE($B30-$A30+1,,0)<=COLUMN($B$1),(D$29-D$28+1)-SEQUENCE($B30-$A30+1,,-(COLUMN(OFFSET($B$1,$A30-MIN($B$2:$B$10),MIN($B$2:$B$10)-$A30+DAY(D$28)))-COLUMN($B$1)-1)),D$29-D$28+1)),"<>"))
And copy both down.
If one does not have the dynamic Array formula SEQUENCE() then replace all the SEQUENCE($B30-$A30+1) and SEQUENCE($B30-$A30+1,,0) with ROW($ZZ$1:INDEX($ZZ:$ZZ,$B30-$A30+1)) and (ROW($ZZ$1:INDEX($ZZ:$ZZ,$B30-$A30+1))-1) Respectively, and use Ctrl-Shift-Enter instead of Enter when exiting edit mode.
I was able to collaborate on a solution. I am told that it will be highly inefficient at scale but it gets the job done. It ss less automation-friendly but can be formulated to capture data not currently present on a, say, a pivot table that you call to update later by extending the area that the formula works on.
Formula in in I31:
=SUM(IF(($C$1:$O$1+OFFSET($B$2,$G31-$B$2,0):OFFSET($B$2,$H31-$B$2,0))>=I$29,OFFSET($C$2,$G31-$B$2,0):OFFSET($O$2,$H31-$B$2,0)))-SUM(IF(($C$1:$O$1+OFFSET($B$2,$G31-$B$2,0):OFFSET($B$2,$H31-$B$2,0))>I$30,OFFSET($C$2,$G31-$B$2,0):OFFSET($O$2,$H31-$B$2,0)))
Is there a way to let a pivot table calculate the difference between 2 columns automatically when the values are shown as a % of the parent column total?
Now I need to to manually but the table is dynamic and number of competitors may vary. Function seems so easy but can't find it after googling etc...
See example picture below of what I want to achieve.
(Column F automated by the pivot table is the goal)
If trying to solve this with PivotTables, you've got a couple of options:
Use a 'Traditional' PivotTable that's based on a range. This will give you percentage differences, but you can't get percentage point differences like you're asking for without using external formulas.
Use a 'OLAP' PivotTable that's based on data you've added to the Excel Data Model. This will give you both percentage differences and percentage point differences, without having to resort to using external formulas.
In both cases, I recommend that you unpivot your data first, so that it is in what's known as a Flat File. Currently you're using a cross-tabulated data source (i.e. your source has columns called Year 1, Year 2), and the type of percentage comparisons across years you want to do doesn't work if your data is a crosstab. Basically, PivotTables aren't meant to consume cross-tabulated data.
Instead, you really want your data laid out so that you have a column called Amount and a column called Year, and then you can use the Show Values As options available from the right-click menu to show as percentage differences across years. To transform your data into a flat file, see my answers at convert cross table to list to make pivot table
That said, you can still use the GETPIVOTDATA function on your existing (unpivoted) data layout in a way that is somewhat more robust to changes in your PivotTable structure than just subtracting one reference from the other:
But again, I recommend transforming your data into a Flat File. Then you can additionally do the following:
Using a 'Traditional' PivotTable:
You can kinda solve your problem entirely within a self contained 'Traditional' PivotTable if you drag the Amount column to the Values area, put the Year column in the Columns area, put your Competitors in the Rows area, and choose one of the percentage Show Values As options you'll see when you right-click a cell in the Values area.
I say kinda, because without using external formulas (or without calculating the percentages back in your source data), you can only get it to show percent increases (see far right column), not percentage point increase like you want (see far left column). That said, I think percent increase is less confusing. But I guess it depends on what you want to show. If you want to show say change in market share from one year to the next, then percentage points make sense.
Of course, you could always use the GETPIVOTDATA function to do the additional math for you like we did earlier, like I've done on that left hand side.
Using an OLAP PivotTable based on the DataModel
Calculating percentage point increases likely requires using PivotTables built using the Data Model. See my answer at https://stackoverflow.com/a/49973465/2507160 that explains a little about the Data Model (although it doesn't answer this specific question).
Here's the result:
Here's the measures I used to do this:
Total Year 1:
=CALCULATE(SUM(Table2[Value]),ALLSELECTED(Table2[Competitor]),Table2[Year] = "Year 1")
Total Year 2:
=CALCULATE(SUM(Table2[Value]),ALLSELECTED(Table2[Competitor]),Table2[Year] = "Year 2")
% Year 1:
=CALCULATE(SUM(Table2[Value]),Table2[Year] = "Year 1")/[Total Year 1]
% Year 2:
=CALCULATE(SUM(Table2[Value]),Table2[Year] = "Year 2")/[Total Year 2]
p.p. Diff:
= [% Year 2] -[% Year 1]
You can add Calculated Fields to Pivot Tables, of varying levels of complexity. Finding the difference between two fields is about as simple as it gets.
The example below is borrowed from contextures.com, where there are many more examples more further information.
To add a calculated field:
Select a cell in the pivot table, and on the Excel Ribbon, under the PivotTable Tools tab, click the Options tab (Analyze tab in
Excel 2013).
In the Calculations group, click Fields, Items, & Sets, and then click Calculated Field.
Type a name for the calculated field, for example, RepBonus.
In the Formula box, type =Total * 3%
Click Add to save the calculated field, and click Close.
The RepBonus field appears in the Values area of the pivot table, and in the field list in the PivotTable Field List.
(Source)
EDIT:
#jeffreyweir - I'm not gonna lie, I don't know off the top of my head how to make this work (and don't have time to experiment) but by the looks of these options, isn't a calculated field with a "straight subtraction" of existing fields (ie., 3$-2%=1%) very possible with Difference from? (as opposed to % Difference from which is also an option but for a different result).
In fact, automatic year-over-year difference reporting should be readily possible with the <previous> and <next> comparison operators...?
(Click to Embiggen)
Also, did you see the link where I got the example? Kind of a hoakey site but it has some more complex pivot table instructions.
Edited:
after using Solver which Saulo Suggested I have managed to get excel sorting them in to groups up to 8 groups of 3. though am approaching troubles when going further ideally at this time I need to be able to do 18 groups of 3. but even with the same settings obviously adjusting for the increase in groups excel seems to belly up on the process and fails, any suggestions to adapt to this?
I am trying to figure out an easy and as accurate as possible without going too crazy with the math and formulas as I am basic with my excel coding (coding in general) to calculate the ideal groups of 3 based on rank and strength for a video game.
I want to pair the strongest with the weakest and then fill the gaps evenly for the 3rd person. so, that each team’s overall strength is the same roughly.
factors I have is a designated leader(rank) and an overall power level(strength).
doing this manually isn't too hard but trying to automate it is. any thoughts or suggestions would be amazing!?
something like this but automated which is where I am getting stuck, as I want to be able to add more players and adjust strengths as they come along.
Hope this makes sense.
Jordan, you have a classic situation to use "Solver". First of all, you have to make "Solver available in your Excel. Select Home -> Option -> Supplements -> Solver. Then, the solver button´s will be at the "Data" menu.
Solver is about solving a problem with especific conditions, changing specific cell, with specifc purpose. In your case, your purpose is creat teams with the minimal strength diference. A condition of your problem is that teams should have the same number of players. See how I organized the sheet.
Sheet
When do you open solver, the first field is "Seat Goal". Our goal (or purpose) is reduce the diference between teams as minimal as possible. So we selected the cell with the diference between teams. Then we have to tell to excel that our purpose is that cell have the minimal value (chossing "min").
Then we have to tell excel wich cells they can change values to achieve our goal. In this case, Excel can change the teams of player, so we select the cells with the teams.
Last we have to tell excel whats condition (or restrictions) of this problem. The first restction is that the total of player of team 1 is tree. The total of players of team 2 is, both, 3. Then we have to tell to excel what are the limits (superior and inferior) of values of variable cells. In this case, we chose superior or equal to 1, AND (other restrction) inferior or equal to 2.
Ok. Now we have a problem with specif goal, changing the value of specifc cells, with specif restriction. Now solver can work. Then choose the method of soluction "Evolutionary", Honestly, I do know the diference between the methods, but my experience is that evolutionary method works better than the others.
I recomend reading the excel tutorial on solver. At first, all of us think that is too dificult, but believe that is simpler than it seems.
Morning guys,
I'm hoping that one (or more) of you can help me.
I have been tasked with creating a dashboard which needs to display trends and have a dynamic frontsheet, preferably with drop-down or data forms so as to update a chart / graph.
The information itself is incredibly limited - the scope of the document is tracking a value (0-4) assigned to a staff member's ability to fulfill a task, e.g. 'Quotes - 4', 'Cancellation - 2' and so on. So the metrics are limited to:
Month (a worksheet for each month of the year and one front for the dashboard)
Team (Presently 6 teams, but this is likely to increase over time, so hopefully the solution facilitates relatively easy incorporation of new teams)
Employee (Self explanatory)
Task (Presently 25, but as above - subject to change)
Score (the 0-4 value referred to above)
So as you can see, it's a very simple dataset. The sheets are presently set out with six grids with data validation lists for determining Team and Score (dropdowns for easy data input), with the Task being pre-written and the employee entered manually by the user.
What I'm hoping to do is have a frontsheet with dynamic tables that update accordingly when a dropdown and/or data form is changed. The key focus is on getting the staff members up to 4s for all tasks, so ultimately, the charts will display trends for the individual teams (one chart for each team - 6 charts) on a month-on-month basis and also a dynamic table which can reflect specific information (e.g. employee performance on a specific month, or number of '3s' achieved by a specific team to date).
I've read a reasonable amount on this, but seem to have overwhelmed myself with the sheer amount of options. However, the options can be narrowed given that I'm working on a large corporate network that doesn't really facilitate downloads (so add-ins or anything extraneous to Excel 2007 'out-the-box' isn't an option) and preferably without the use of VBA (1. I'm quite a novice insofar as VBA, 2. Easy distribution and maintainence of the document might be marred by VBA?), though I appreciate that my requirements may dictate VBA to be essential.
Does anyone have any suggestions around how best to proceed creation of this dashboard?
Any and all help is appreciated and I apologise as a newbie if I've contravened any conventions around forum etiquette.
Thank you all for your time,
Rob
There are a couple of things that you need to consider in a task such as this:
a) what sort of output do you require?
b) how are you going to manage the data?
For a) I'd separate it further into the basics of what's required (time series charts of employee and/or team performances [how will team performance be measured? average, % achieving 4, or ?]) and then the bells and whistles of drop-downs. Focus on the basics, the other stuff first the whizzy stuff can come later. Getting b) right is vital - you are going to be extracting subsets of the data to build the charts you want to display. Get b) wrong and you'll just create a horrible task for yourself.
In your position I would consider re-organising the data into the form of a table. Excel's help defines what is meant by a table, but in essence it is a list of your observations where each observation simply comprises the score for a particular month/team/employee/task combination (so each observation comprises 5 values). The observations are arranged as successive rows of the table with the first row being the header row which will contain suitable labels such as "Month", "Team", "Employee", "Task", "Score". The real advantage of using a table such as this is that Excel provides a heap of in-built facilities for manipulating them - look up the help for Sort and Filter on the Data tab. In your case there is an even more compelling reason for using a table - you can use the Pivot Table and Pivot Chart facilities for analysing and displaying the data. If you have not used these before some time and effort spent learning about them will pay dividends. Once your data is organised and you know how to use Pivot Tables and Charts you should be able to prototype sum output very quickly.
If you do decide to organise your data as a table you can still keep a nice friendly looking grid of 6 team "tables" (different from Excel's use of the word) as a data entry facility to enter each month's scores by employee and task. You will need to find a way of getting each month's data from the data entry "tables" to the main data table. (Easiest way would be to use a bit of spare worksheet under the data entry tables to reproduce the entered data as a series of observation rows and then use Paste Special Values to append these rows to the end of the main table of observations. You can use VBA to automate the copy/paste operation if you want, you just need to figure out a way of identifying how may observations are currently in the main table and precisely where you want the paste to end up - COUNT() or COUNTA() is a useful friend here). Main problem to avoid (whether automated or not) is to avoid appending same entered data more than once to main data table.
Have a look at http://www.mediafire.com/download/x64swkp689k10a1/DataEntrytoTable.xlsx for a simple example of some of the above thoughts