FCR calculations in excel - excel

I am trying to work the (First Contact Resolution) FCR in excel however so success.
Does anyone know an automated formula used in excel?
We have been trying to use formulas to check how many times a customer with the same customer ID calls us in 7 days.

Assuming your requirement
ID Date Calls Count in last 7 days from today
1 13-Mar-17 2
2 14-Mar-17 0
5 15-Mar-17 1
1 16-Mar-17 2
3 17-Mar-17 1
5 18-Mar-17 1
7 19-Mar-17 1
9 20-Mar-17 1
1 21-Mar-17 2
13 22-Mar-17 1
2 23-Mar-17 0
17 24-Mar-17 0
5 25-Mar-17 1
21 26-Mar-17 0
Putting ID in Column A and Dates in Column B and records starts from row 2
put this formula in Cell "C2":
=COUNTIFS(A:A,A2,B:B,">="&TODAY()-6,B:B,"<="&TODAY())
and drag it all way down to see the number of calls
or put this formula if you want to calculate last 7 days from the date in sheet:
=COUNTIFS(A:A,A2,B:B,">="&B2-6,B:B,"<="&B2)
Please let me know if you meant something else as I tried my best to assume the senario.

Related

Is there a way to find the closest row match based on a different row match?

I'm working with a data in which there are multiple sets of information in the same column. This is making it difficult to pick out the data I need as it always returns the first result. I am trying to find a way to ensure that the column result returned in a search is based on a different column's value. For example:
Name/Date
01/01/2022
02/01/2022
03/01/2022
04/01/2022
05/01/2022
Bob
1
7
2
6
1
Jane
1
7
9
3
1
Jimmy
8
7
5
4
2
Robin
1
2
9
6
2
Batman
4
7
6
6
8
06/01/2022
07/01/2022
08/01/2022
09/01/2022
10/01/2022
Bob
4
1
4
2
12
Jane
6
21
9
3
1
Jimmy
8
2
5
4
2
Robin
8
5
0
6
2
Batman
5
5
6
6
8
If I wanted to yield the number for Jane on 07/01/2022 (which is 21), is there any way of returning this? I've been able to use =MATCH to pull the correct column based on the date search criteria, but I cannot see a viable way of pulling for a particular person when their name appears multiple times in the same column. Attempting a lookup will return the first result for the name hit (so in the case of my Jane example, it would return row 3 instead of 9). I'm looking to be able to enter a name and a date, and it returns the result from that part of the array.
Is such a thing possible, please? If not, is there any workaround that may help to provide me the same result?
Thanks in advance for your assistance!
This is being attempting in Office 365.
Assuming:
ms365 (specifically access to the BETA-channel);
Equal intervals with the same names at the same postions;
Formula in I4:
=LET(X,WRAPCOLS(TOCOL(B1:F12,,1),6),SUM((A1:A6=I3)*FILTER(X,TAKE(X,1)=I2)))
Assuming your data starts in row 1
A1:F12 - data range
B17 - Jane
B18 - 07/01/2022
=LET(data,A1:F12,names,A1:A12,lookupname,B17,lookupdate,B18,INDEX(data,MIN(LET(rowlist,IF(names=lookupname,ROW(names),0),IF(rowlist>MAX(IF(data=lookupdate,ROW(data),0)),rowlist,""))),MAX(IF(data=lookupdate,COLUMN(data),0))))

Excel using SUMIF to calculate totals of multiple columns

I'm trying to use Excle's SUMIF to calculate totals of Col1 to Col5 for dates that are similar.
My formula is as follows =SUMIF($A2:$A7,A10,$B2:$F7), but this only gives me the total of a single column.
How can I get the Totals of all the columns based on the date like I've shown in my results.
Date Col 1 Col 2 Col 3 Col 4 Col 5
1/5/2017 1 2 2
1/5/2017 5 3 1
1/5/2017 9 5 5
2/5/2017 10 5 3
2/5/2017 20 10 3
2/5/2017 6 8 1 5
Desired Results
1/5/2017 15 7 7 3 1
2/5/2017 30 11 11 11 8
use below formula in cell B11
=SUMIF($A$2:$A$7,$A11,B$2:B$7)
Per the example you provided, One solution is to use SUMPRODUCT
Multiplies corresponding components in the given arrays, and returns the sum of those products
Microsoft Docs give a thorough example, but per SO etiquette, here is an example in case of link-rot: [FYI, I used absolute reference for easier filling across, arbitrary how you get it done though]
Forumlas shown:
Formula is kind of hard to see without clicking on image:
=SUMPRODUCT(($B$3:$B$8=$B$11)*C3:C8)
This basically breaks down like this, it searches the B:B column for a match, and it will naturally return a true or false for the match, or 0/1 counterparts, and multiplys that by the number found in the column to the right (C3:C8), so it will either be 1 * # = # or 0 * # = 0

Average ifs with or in excel

So, I have this problem, I would like to find the average of a column by using the OR function to check criteria from adjusted columns, I tried putting OR into AverageIf function, fail, also tried the "Average(IF(OR(" again not the correct return. Thought it is a simple thing could be done easily but don't know why it doesn't work. So my table is something like this:
ID: Rate Check 1 Check 2 Check 3
1 5 1 1 1
2 3 1 1
3 2 1
4 4
5 5 1 1
6 3
7 4 1
I would like to find the average of the rate column by checking if there are any value in either Check 1; Check 2 or Check 3 columns, so in the above case i will get the average of all but row with the id 4 and 6. Is this possible without using a helper column?
You can use SUMPRODUCT()
=SUMPRODUCT(((C2:C8<>"")+(D2:D8<>"")+(E2:E8<>"")>0)*(B2:B8<>"")*B2:B8)/SUMPRODUCT(--((C2:C8<>"")+(D2:D8<>"")+(E2:E8<>"")>0)*(B2:B8<>""))
If your first ID starts in A2, use this formula (edited to handle empty values in the "Rate" column):
=AVERAGE(IF(MMULT(LEN(C2:E8)*LEN(B2:B8),ROW(INDIRECT("1:"&COLUMNS($C$1:$E$1)))),B2:B8))

Finding the interval between demands in an excel forecasting sheet

I want to find a way for Excel to automatically give me the following 'interval':
Month 1 2 3 4 5 6
Demand 1 0 0 1 0 1
'Interval' 0 0 0 3 0 2
The 'interval' shows the amount of months between the demands. Is this doable in some sort of way? I couldnt find a function in Excel to do this. Maybe there is a way in VBA? I need this for the CROSTON forecasting method.
Thank you in advance for your time and effort!
J. Rommers
Count the number of consecutive zeros in the row above and adjust. In B3 enter:
=IF(B2=0,0,COUNTIF($B$2:B2,"=0")-SUM($A$3:A3))
and copy across:
Assuming the 3 columns are A, B and C use:
=MATCH(1,Bn:B1,0)-1
where Bn its the n of C

Compare multiple data from rows

I'm looking for a way to compare multiple rows with data to each other, trying to find the best possible match. Each number in every column must be an approximately match the other numbers in the same column.
Example:
Customer #1: 1 5 10 9 7 7 8 2 3
Customer #2: 10 5 9 3 5 7 4 3 2
Customer #3: 1 4 10 9 8 7 6 2 2
Customer #4: 9 5 6 7 2 1 10 5 6
In this example customer #1 and #3 is quite similar, and I need to find a way to highlight or sort the rows so I can easily find the best match.
I've tried using conditional formatting to highlight the numbers that are the similar, but that is quite confusing, because the amount of data is quite big.
Any ideas of how I could solve this?
Thanks!
The following formula entered in (say) L1 and pulled down gives the best match with the current row based on the sum of the absolute differences between corresponding cells:-
=MIN(IF(ROW($C$1:$K$4)<>ROW(),(MMULT(ABS($C1:$K1-$C$1:$K$4),TRANSPOSE(COLUMN($C$1:$K$4))^0))))
It is an array formula and must be entered with CtrlShiftEnter.
You can then sort on column L to bring the customers with lowest similarity scores to the top or use conditional formatting to highlight rows with a certain similarity value.
EDIT
If you wanted to penalise large differences in individual columns more heavily than small differences to try and avoid pairs of customers which are fairly similar except for having some columns very different, you could try something like the square of the differences:-
=MIN(IF(ROW($C$1:$K$4)<>ROW(),(MMULT(($C1:$K1-$C$1:$K$4)^2,TRANSPOSE(COLUMN($C$1:$K$4))^0))))
then the scores for your test data would come out as 7,127,7,127.
I'm assuming you want to compare customers 2-4 with customer 1 and that you are comparing only within each column. In this case, you could implement a 'scoring system' using multiple IFs. For example,:
A B C D E
1 Customer 1 1 1 2
2 Customer 2 1 2 2
3 Customer 3 0 1 0
you could use in E2
=if(B2=$B$1,1,0)+if(C2=$C$1,1,0)+if(D2=$D$1,1,0)
This will return a 'score' of 1 when you have a match and a 'score' of 0 when you don't. It then adds up the scores and your highest value will be your best match. Copying down would then give
A B C D E
1 Customer 1 1 1 2
2 Customer 2 1 2 2 2
3 Customer 3 0 1 0 1
so customer 2 is the best match.

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