Pivot-table for survey data - excel

I have some survey data that I have struggled with for two days, using advice on this website and others, to make the pivot table I want but have failed dismally so some advice would be appreciated.
I have a bunch of data that has already been completed via pen & paper that captures demographics such as nationality and gender, then a list of about 35 questions on morale and stress in the organisation, for about 75 respondents. (Yes, I wish they had used an electronic-based survey tool too.) Anyway, I am fine with analysing the overall data, eg what percentage strongly agree that they enjoy their work; but I want to be able to filter & show that data by nationality or gender or both; for example, what percentage of women strongly agree, agree, or disagree with a particular statement. Basically the survey includes:
Respondent no.
Nationality
Sex
Questions (choose from degrees: Always, Very often, Often, Sometimes, Seldom, Very Seldom, Never):
Q1. I get along with my colleagues;
Q2. Information is shared at all levels;
Q3. I feel I can trust my colleagues;
etc, etc.
I have played and played with the data which is in a list with no blanks or filters; I have tried both numerical and text responses; portrait and landscape, and I have moved the four parts of the pivot table (filters, columns, rows and values) through various permutations but can not get the look I want (see next paragraph). Indeed if I get close to the layout I want, then the values for Q1 are repeated in every other question, or I get a list of the degress again, or some other nonsense.
Layout: Demographic filters top left, questions across the top of the columns, degrees (Always, Very often, etc) down the left-hand column, the count of responses by question and degree in the middle and totals at the bottom.
Any help would be appreciated!
PS, apologies for not being able to show tables of the data, what I want or how it comes out; SO won't let me upload screen shots.
Excel pivot table that counts non-numeric data?

I created a Pivot Table from some mock data. Is this what you are looking for?

Related

Coding in excel across sheets

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.

Excel Pivot table sports fixture

I have a sports fixture and I want to be able to easily count the number of times each team plays each other (and other assorted things).
Columns are Round, Date, Home Team, Away Team, Venue
Rows are each round entry (eg Round 1 Team A v Team B)
I can't seem to work out the correct way to capture this using a pivot table. Ideally what I want to see is that "Melbourne Victory" plays "Sydney FC" twice (for example). Regardless of home/away.
Second problem would be to see if I added last year's finalists, can I also count have many times each team plays the finalists.
Hope this makes sense. Sorry I can't post an image as I don't have "10 reputation"
It can't seem to be captured using a pivot (by me at least). However with formula's it can be. Using the formula =COUNTIFS. See the example below. In a similar fashion it would be possible to see how many times each team plays last year's finalists. Hope this helps.

Displaying multiple items in Excel graph and few calculation issues

I've done some Googling for each of my issues but haven't found exactly the results as I wanted. Things I need to be done doesn’t probably include any macros/VBA skills, just basic knowledge of Excel.
Now to my spreadsheet. I'm a Dota 2 player and I like statistics. I like it that much that I'd like to keep track of my achievements and results. Only problem is that the game tracker sucks and to get great information in web you have to pay for it, so I decided it's time for me to create my own spreadsheet to track my skills.
I don't know which place is the best to share my spreadsheet but I uploaded it to Estonian uploading host, link is here. I will also provide with pictures so you don't have to download anything.
This is what it looks like in general:
Problem number 1: The left table, or column has 1000 rows. In web design it's possible to make elements fixed depending on the scroll, I'd like to use similar feature here. If the table gets scrolled down, the right table (area with games, bonus and graph) will get scrolled down with it.
Problem number 2: Average MMR. I'd like to show average MMR after each entry depending on the first entries. Right now there's avg MMR for J4:J8. The calculation for J8 looks like this: =AVERAGE(C4:C8). For J7 it looks like this: =AVERAGE(C4:C7). I'd like to do this for all my 1000 rows, but I don't want to type it out. If I try to drag down from the corner, it will continue with C5:C8, C6:C9 etc (so it changes the starting point)
Problem number 3: Under longestGame there's currently Date and Hero. This should show the Date and Hero of which the longest game occurred. I tried to do this with LOOKUP function but it required table to be in ascending order, which I don't want. For current, 44,22, there should be Storm Spirit and 14.06.2015.
Problem number 4: Graph. I'd like to display three series on graph - MMR, average MMR and game length (time). The problem is, that MMR and average MMR will be in the numbers on 3000-7000 but the game length will only be probably in timeframe 20:00-120:00. Maybe it's possible to add two sets of values to the Y axis or maybe set Time series maximum 200:00 and minimum 0:00 and create graph according to this. I'm really stupid making graphs and I haven't figured out a clever way yet.
Problem number 5: Graph again. Right now I have to set the series for the graph. I've currently set it to C4:C54 (so 50 rows). I'd like it to move around a bit and by that I mean that if there happens to be C55-th game then the graph would start from C5:C55 and move along (so it'll count 50 last games).
I'm in a benevolent mood so rather than downvoting your question, because it is not really suitable for this forum I'm going to give you some hints and guidance. The numbers below correspond to the problems in your question.
Excel permits more than one window to be used on the same workbook -
so one window can show the data and one the summary.
Find out about absolute and relative cell addressing - its a valuable bit of knowledge for anyone serious about Excel and it will be of use in solving your problem.
Find out about the MATCH function. You can use this to find out which row of your table contains the longest game, shortest game, max MMR, min MMR by matching an element from the summary on the right (cols M onward) against the appropriate column table on the left. The find out about the INDEX function - this can be used to pull the values in the columns for Hero and Date which correspond to a specific row (such as the row containing the longest game, shortest game, etc). Search INDEX MATCH and find out why using these two functions in combination is often preferred to using the VLOOKUP function
Persevere - there are graph options available to do what you want and the only way to really learn is to go through the pain of trying them out, failing and working at it until you succeed.
Set up an area of worksheet to hold the 50*3 table of data for your graphs. Find out about the COUNT function and think how it might be of use in determining which rows of the data table map to the 50 rows of graph data. Then think about how to populate the graph data table using one of the functions mentioned above. Incidentally, C4:C54 is actually 51 rows, not 50.

How to optimize a fantasy sports line-up with Excel Solver

I have set-up a file with player names, positions, statistics, rankings, and salaries. I am trying to use Excel Solver (as described by #Ioannis regarding a football post from October 2013) to optimize a fantasy baseball line-up. The issue is Excel is picking players for positions they do not play. For example, a pitcher is being selected as the optimal outfielder in my "answer" line-up. How do I tell Excel to recognize the positions that I've posted above each player's name in my data table so that the "answer" matches the real-life position eligibility for each player?
Thank you so much! I'm pretty much brand new to the Solver add-in, but I'm very fascinated by it.
Drew
What you describe is an additional set of constraints. The typical way to incorporate such constraints is to have a binary matrix of player names as rows and positions as columns. A 1 in any (player,position) pair should denote the position of that particular player. Then you should have formulas that link the binary player variables with the number of players used in each position. Think about the spreadsheet design carefully, because it might become messy. For more than 200 variables you might want to check SolverStudio or OpenSolver. – Ioannis

Dynamic Excel 2007 Dashboard Without VBA

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

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