Tracking work towards awards in MS Excel - excel

I’m trying to create a report from existing data about tasks people have completed and whether they can give given awards for completion of the tasks
I have a list of people who have been working to complete tasks in an exhaustive list, completion of which is recorded in an Excel sheet with ticks or similar characters. (table 1.)
For each of these people, awards can be given when various subsets of these tasks are completed. The tasks required for these awards overlap and are maintained in a list per award. (table 2.)
I would like to generate a report which identifies for each person how many tasks he or she has completed toward each award. I will use this report to identify if they can be given the award or how many more tasks they need to complete.

One way to do it... If you change the tick marks to a numeric value of one (1), you can add formulas to additional columns on the table (or a separate sheet).
| A B C D E F G H I J K L M N
+----+--------+--------+--------+--------+--------+--------+--------+--------+--------+--------+--------+----------+----------+----------+
1 | task01 task02 task03 task04 task05 task06 task07 task08 task09 task10 Award 01 Award 02 Award 03
2 | name01 1 1 1 1 1 1 Yes No No
3 | name02 1 1 1 No No No
4 | name03 1 1 1 1 1 1 1 No Yes No
5 | name04 1 1 No No No
6 | name05 1 1 1 1 No No No
7 | name06 1 1 1 No No No
8 | name07 1 1 1 1 1 1 1 1 No Yes Yes
9 | name08 1 1 No No No
10 | name09 1 No No No
11 | name10 1 No No No
The formulas used in L2, M2, and N2:
=IF(SUM(B2:F2)=5,"Yes","No")
=IF(SUM(G2:K2)=5,"Yes","No")
=IF(SUM(C2,F2,I2,J2,K2)=5,"Yes","No")

Related

excel multiple criteria and transform horizontaly to verticaly

I have unique number of items and invoices, but one invoice can have multiple items.
A B C D
1 Invoice Items
2 1 10
3 2 20
4 1 30
idea is sort it to horizontaly via this formula
=IFERROR(INDEX($B$2:$B$8;SMALL(IF($D$2=$A$2:$A$8;ROW($A$2:$A$8)-ROW($A$2)+1);COLUMN(A1)));"")
result:
A B C D E F
1 Invoice Items Invoice Item1 Item2
2 1 10 1 10 30
3 2 20
4 1 30
But my geal is setup results horizontaly:
A B
1 Invoice Items
2 1 10
3 1 30
4 2 20
Is that even possible ?
Is your goal actually to sort on Invoice first and then on Items? If so, why just not using sort on two levels using the build in option?
Input:
Sort:
Output:
It's in Dutch but you'll get the idea :)

Group by name and count unique values

I have an Excel file like this, where column A and B are given. I want to add column C and D that represent days. D is pretty easy, because it is always one day. C is tricky, because I want to count only "unique" days, where a branch can be one day maximum, where D counts all days.
A B C D
Row Name Branch Unique Overall
1 Jack Health 1 1
2 Jack Health 0 1
3 Jack Food 1 1
4 Jolie Tech 1 1
5 Jolie Food 1 1
6 Jolie Tech 0 1
7 Jolie Health 1 1
I need column C and D for a pivot table like this:
Branch Unique Overall
Health 2 3
Food 2 2
Tech 1 2
I also could add names as a sub position.
Branch Unique Overall
Health 2 3
-Jack 1 2
-Jolie 1 1
Food 2 2
-Jack 1 1
-Jolie 1 1
Tech 1 2
-Jolie 1 2
But that´s something, that can be done after preparing the data and what comes with the program anyway. So how can I design a formula that counts only unique branches for a data set of hundreds of rows?
Thank you!
In C2 put:
=--(COUNTIFS($A$2:A2,A2,$B$2:B2,B2)=1)
Then copy down

I have data stored in excel where I need to sort that data

In excel, I have data divided into
Year Code Class Count
2001 RAI01 LNS 9
2001 RAI01 APRP 4
2001 RAI01 3
2002 RAI01 BPR 3
2002 RAI01 BRK 3
2003 RAI01 URE 3
2003 CFCOLLTXFT APRP 2
2003 CFCOLLTXFT BPR 2
2004 CFCOLLTXFT GRL 2
2004 CFCOLLTXFT HDS 2
2005 RAI HDS 2
where I need to find the top 3 products for that particular customer for that particular year.
The real trick here is to rank each row based on a group.
Your rank is determined by your Count column (Column D).
Your group is determined by your Year and Code (I think) columns (Column A and B respectively).
You can use this gnarly sumproduct() formula to get a rank (Starting at 1) based on the Count for each Group.
So to get a ranking for each Year and Code from 1 to whatever, in a new column next to this data:
=SUMPRODUCT(($A$2:$A$50=A2)*(B2=$B$2:$B$50)*(D2<$D$2:$D$50))+1
And copy that down. Now you can AutoFilter on this to show all rows that have a rank less than 4. You can sort this on Customer, then Year and you should have a nice list of top 3 within each year/code.
Explanation of sumproduct.
Sumproduct goes row by row and applies the math that is defined for each row. When it is done it sums the results.
As an example, take the following worksheet:
+---+---+---+
| | A | B |
+---+---+---+
| 1 | 1 | 1 |
| 2 | 1 | 4 |
| 3 | 2 | 2 |
| 4 | 4 | 1 |
| 5 | 1 | 2 |
+---+---+---+
`=SUMPRODUCT((A1:A5)*(B1:B5))`
This sumproduct will take A1*B1, A2*B2, A3*B3, A4*B4, A5*B5 and then add those five results up to give you a number. That is 1 + 4 + 4 + 4 + 1 = 15
It will also work on conditional/boolean statements returning, for each row/condition a 1 or a 0 (for True and False, which is a "Boolean" value).
As an example, take the following worksheet that holds the type of publication in a library and a count:
+---+----------+---+
| | A | B |
+---+----------+---+
| 1 | Book | 1 |
| 2 | Magazine | 4 |
| 3 | Book | 2 |
| 4 | Comic | 1 |
| 5 | Pamphlet | 2 |
+---+----------+---+
=SUMPRODUCT((A1:A5="Book")*(B1:B5))
This will test to see if A1 is "Book" and return a 1 or 0 then multiple that result by whatever is B1. Then continue for each row in the range up to row 5. The result will 1+0+2+0+0 = 3. There are 3 books in the library (it's not a very big library).
For this answer's sumproduct:
So ($A$2:$A$50=A2) says to return a 1 if A2=A2 or a 0 if A2<>A2. It does that for A2 through A50 comparing it to A2, returning a 1 or a 0.
(B2=$B$2:$B$50) will test each cell B2 through B50 to see if it is equal to B2 and return a 1 or 0 for each test.
The same is true for (D2<$D$2:$D$50) but it's testing to see if the count is less than the current cells count.
So... essentially this is saying "For all the rows 1 through 50, test to find all the other rows that have the same value in Column A and B AND have a count less than this rows count. Count all of those rows up that meet that criteria, and add 1 to it. This is the rank of this row within its group."
Copying this formula has it redetermine that rank for each row allowing you to rank and filter.

How to repeat a value into rows based on another cells value in excel

In my worksheet I have the following data that tells me how many people are in a certain job role using a =countif() statement from another worksheet:
Job Role|Amount of people in the role
Job 1 | 6
Job 2 | 26
Job 3 | 4
Now I have done is in my worksheet I have used Job 1, Job 2 and Job 3 as headings to 3 separate tables below this table like this:
Job Role|Amount of people in the role
Job 1 | 6
Job 2 | 26
Job 3 | 4
Job 1 Job 2 Job3
Name|Job Role Name|Job Role Name|Job Role
All I would like to do at the moment is to populate each of the 3 tables with the job role based on the amount that is in the top table, for example, under the Job 1 table, I would like the job role to repeat 6 times (I cannot just type this in because I want this to work automatically just in case another employee gets added to the employee list I have).
Job 1
Name|Job Role
1 |Job 1
2 |Job 1
3 |Job 1
4 |Job 1
5 |Job 1
6 |Job 1
and the same for job 2 (which will have 26 repeated rows) and job 3 which will have 4 rows. Any help would be greatly appreciated.
Just in case anybody is curious I have solved this. First of all I figured out that I could add a ROW ID for each row of data in each job 1, job 2 and job 3 tables and make it so that it would not go over the amount of people stated in the top table like this:
A B C
1 Job Role|Amount of people in the role |
2 Job 1 | 6 |
3 Job 2 | 26 |
4 Job 3 | 4 |
5
6 Job 1
7 ID |Name |Job Role
8 1 |t |
9 2 |b |
10 3 |a |
11 4 |s |
12 5 |d |
13 6 |f |
To get the number to go to 6 and not go over this, i used this formula (IN CELL A8) to automatically give the row an ID if an employee is taken away or added:
=IF(ROW()-7>B2,"",ROW()-7)
This statement basically says "if the row number -7 is HIGHER than B2 (6 in the table), then leave a blank space, if the row number is LOWER then B2 then return the row number -7 = 1 and when pulled down this will carry on until 6 and then start to leave blank spaces unless another employee of the Job 1 job role is added which in case case it will go up to 7.
To return the job role this was pretty easy when I have the ID numbers, the statement I used in cell C8 was:
=IF(A8<>"",A6,"")
This basically means that if the ID column has something in it then return the Job Role so I end up with what I want:
Job 1
ID | Name |Job Role
1 | T |Job 1
2 | B |Job 1
3 | A |Job 1
4 | S |Job 1
5 | D |Job 1
6 | F |Job 1
you must use power query
You can simply add a column with this formula:
=Text.Repeat("a",[column with repeated times])
In column 5 should be the count you want for rows to be duplicated.
Then, from transform tab, split the new column by number of characters, use 1 char split, but from advanced settings, make sure you split into rows, not into columns, this will duplicate all other columns.

count data using two columns as references

Is it possible to count or countif by using a column as the data, a cell for the criteria (or what to match) and range of what to count?
Here is what I am looking at:
A1 B C D E F G H I J K L M N O
2 Running Data Total Count of Tardies (by category)
3 Date Employees Leader Start of Shift Break 1 Lunch Break 2 Employees Start of Shift Break 1 Lunch Break 2 Total
4 1-Jul Abe Sue 15 Abe 0
5 3-Jul Steve Bob 20 Anna 0
6 5-Jul Eve Andy 9 20 Eve 0
7 7-Jul Anna Andy 30 Helen 0
8 15-Jul Abe Sue 15 Mark 0
9 18-Jul Anna Andy 10 Steve 0
10 20-Jul Helen Sue 9 0
11 31-Jul Mark Bob 45 0
I am trying to count the data entered on the left (running data) in each category and having it show based on the Employees on the right (in the orange cells). So Abe should show 1 for Start of Shift, Eve should show 1 for Break 1 and Break 2, and Anna should show 2 for Start of Shift.
I have tried using:
=countif(C:C,$J4,D:D) to get the data from JUST Column D for Start of shift, but it gives and error saying too many arguments for the function have been entered.
Help...
...and Thanks!
Countif will only look at 1 column to decide what to count.
Countifs will look at multiple columns. Your formula would look something like this:
=COUNTIFS($C:$C,$J4,E:E,">0")

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