I have a mutable sheet workbook. I have several people entering their work into it. I need to pull statistics from entries by date and assigned to a person by name. I have pulled information by date but need to further break it down by assigned person’s name. Any help?
Order number Order Date Filled Date Shipped Date sales Person
2013-001 1/23/2013 1/23/2013 1/26/2013 Bill
2013-002 2/12/2013 2/13/2013 2/15/2013 Bill
2013-003 3/12/2013 3/12/2013 3/14/2013 Tom
2013-004 4/12/2013 4/13/2013 4/20/2013 Tim
I suggest a PivotTable, maybe something like this:
but you have option on which date or dates to choose and how to organise the layout.
Related
Salesperson
JANUARY
FEBRUARY
SALES TYPE 1
'=January Ave
'=February Ave
SALES TYPE 2
'=January Ave
'=February Ave
I need help figuring out what formulas/nested functions I would use in the January and February average columns in the above table. The Excel document I'm working with has a tab for each sales person. In these tabs include the above table-like scorecard element.
I'm using the old "Sharing" feature of Excel which has a lot of limitations, you can't have tables in the document for example (experts, correct me if I am wrong about this) this is why I'm hoping to use a formula to get, calculate and input the data where it needs to go.
There is another tab where all the data is stored in a table-like structure. It has columns for the date of the sale, the ID of the sales person and how many sales were made on that day.
I'm also worried that too complicated of a formula being done 24 times in each sheet and there being a total of 50 sheets in the document, would this cause the document to lag? I'm reading on index match vs xlookup, I hear sumifs is easy but the file doesn't work as fast with that?
What formulas would you use? Any advice how to make sure the document runs smoothly when users use it? Any advice here is welcome. Thanks in advance for you patience.
I'm creating a pivot table which has 2 fields, one names and another handling time of cases.
The problem is, when I'm selecting a date range, it will show me duplicate agent names.
For example if John has the highest handling time on Monday and also Tuesday, it will show me John twice with two different amounts.
How can i show John only once with his average handling time for the date range that I'm selecting?
Thanks
It sounds like you just need a table rather than a pivot.
Your dimension being agent name and metric being average handling time
Good afternoon,
I'm currently working on setting up a pivot table for chart that outlines an Average Revenue per Person by Line Type. Using the pivot table, I can sort everything out, but when I try to get a count of person, it adds all instances of that person's name up. What I want is that if the person's name appears once in a month, all other instances in that month of the person's name are not counted. But during a new month, the person's name will appear once more. So, it is somewhat like a unique count, but only unique per month.
My excel table looks something like:
A B C D
Date Person Revenue Line Type
1/1/2015 John $100 Toy
1/6/2015 Phil $200 Toy
1/6/2015 Jane $25 Garden
1/7/2015 John $50 Electronics
1/25/2015 John $10 Electronics
2/1/2015 John $10 Toy
2/17/2015 Phil $30 Garden
2/20/2015 Bob $500 Electronics
2/21/2015 Jane $100 Garden
So, as you can see, a person's name can occur more than one time in a month, and in more than one month. Currently, the code I am using for my helper column (E) is:
=1/COUNTIF($B:$B,B2)
This has only been giving me a count of patients throughout the entire year, not taking new months into account. I also have attempted this formula:
=IF(SUMPRODUCT(($B$2:$B2=B2)*($A$2:$A2=A2))>1,0,1
This only counts values that occur on the same day. I've tried adding in MONTH() checks and such, and am only getting syntax errors. I'm not sure where to turn for this one. Thank you!
Thanks to #TomSharpe's advice, I added a helper column to concatenate Month/Date and the Patient's name like so:
=MONTH(A2)&"-"&B2
Then used the original formula (below) to COUNTIF divided by 1.
=1/COUNTIF($B:$B,B2)
This gave me exactly what I needed.
Thanks again!
My data are in the following format:
This information is regarding accounts that have been outsourced to a collection agency. As you can see, we have multiple rows for each agency, and multiple rows for each date in which those accounts were withdrawn and assigned. For example, the first agency, Bob Agency, was assigned on 3/12/15, withdrawn on 6/12/15, and assigned to Carla Agency on 6/30/15. Each agency is shown in a different column, and the first two corresponding columns in "Agency Date" refer to their assignment and withdrawl. If the cells are blank, that means that the accounts have not been withdrawn/assigned respectively.
I want to calculate the difference in days between when the account is assigned to any given agency, and the date of the most recent assignment. So using the previous example, the difference between 6/30/15 and 3/12/15.
My problem is that I can't work around the blank dates. Some accounts have multiple assignments and withdrawals, and others have just one.
Thank you for your help!
Assuming column L is empty, place this formula there:
=IF(MAX(G2:K2)=0,TODAY()-F2,MAX(G2:K2)-F2)
It will calculate the most recent assignment date and subtract it from the initial date. If no re-assignment date is there, it will use today's date.
I have a list of employees together with the dates that they started and the days that they quit:
Name Started Quit
Liza 2014-01-01 2014-07-18
Erik 2003-01-01
John 2007-02-05 2015-02-12
Sigurd 2012-02-20
Ivo 2014-01-01 2014-12-31
In a pivot table, for any filtered date interval I want to see the number of people that have been working at least one day in that interval.
So if I would choose 2014-12-31 - Any time in the pivot table, I would get:
Erik
John
Sigurd
Ivo
How can I create this behavior using a Power Pivot data model?
Ideas for possible solution:
I imagine that I would create either some kind of calculated field for this or maybe a new junction table with the headers Name, Month, Working (boolean). But I don't know.
You could do with adding a measure that takes account of the blanks in your "quit" column:
[Lasteffectivedate]:=IF(ISBLANK(LASTDATE(Employees[Quit])),TODAY(),LASTDATE(Employees[Quit]))
Then you can add another measure that determines if the employee was active on the selected date or dates:
[IsActive]:=CALCULATE(COUNTROWS(Employees),FILTER('Employees',firstdate(Employees[Started])<=LASTDATE('Date Table'[Date])),FILTER('Employees',[Lasteffectivedate]>=FIRSTDATE('Date Table'[Date])))
This assumes that you have a disconnected date table which is used as the source for your date selection.