I have a spreadsheet I used to calculate time spend on projects. I take the weekly timesheets sent to me and I pick out and log the hours spent on a task for a specific person on a specific project.
I then want to totalise the time spent on each task, by each person, then the total time spent on the project by each person. Finally, a total time spent on the project my everyone.
I have created a pivot table to handle most of this, however I can not get the pivot table to totalise rows and columns. (Columns totalise fine) I could just manually SUM the rows, however I have to recreate / move the SUM each time I add a new task.
I hope the demo, downloadable from the link below shows what I want to achieve. Surely there has to be a way and I just can't see the wood for the trees.
Thanks
www.xserv.co.uk/MASTER Project Time_DEMO.xlsx
Excel 2010: In the pivot-table-options (e.g. from pivot table context menu / right click) select the first two check boxes in the sums and filters tab. This gives you sums (or whatever you select in the other options) of each row and column.
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I have been stuck for a long time with this issue and so far I just calculate this manually.
Problem: For weekly statistics, I need to calculate the first 2 days (weekly) of absent hours. If the person was absent for more than 2 days, he has been replaced by another worker and is not included in said weekly statistics report.
This is a pivot table where yellow values need to be automated.
Thank you so much for any help!
I am looking to create an excel table so i can review my colleagues performance on a certain area in work.
The two measurement areas are Resolved Problems and Total time spent. I can pull this info from a dashboard at the end of the week and manually input it to excel.
We have 6 members of the team and i want to be able to input this data as weekly totals per user.
I will then use this data to track trends like who is resolving most problems, who is doing the least. Who spends the most time on problems and who spends the least.
I am not sure the best way to go about this data capture in excel.
Any help is appreciated.
Isn't this something that you would right click, select pivot table, and pivot my person, value column of time, sort by time?
I need some help with an Excel Project that's giving me headaches. I succeeded to achieve everything I wanted but the result is too heavy for Excel and it crashes all the time. I'm over-using the INDEX and MATCH functions on large tables (50 000+ lines) and Excel doesn't like it. I'm looking for a way to do the same thing in a lighter way for Excel.
Here's what I achieved : I created a report that helps me analyzing my employees's performance VS their billing targets. To create such a report, I used a Pivot Table.
That Pivot Table needs this information as its source :
Each sales that every employee made (amount in $ and date)
The hourly rate of each employee (which changes for every period, see TABLE1 below)
The billing target for each employees (which changes for every period, see TABLE1 below)
Here's my setup. I have 3 tables :
TABLE1 (See attached image) - A table where I manually input data for each of my employees (hourly rate and billing target). Their billing target and hourly rate change every period. So, each period has a different line and I indicate the first day of the period and the last day of the period.
TABLE2 (See attached image) - Table that contains sales data exported from another software I use. Each line represents an amount sold by an employee to a customer on a specific date. This table is pretty heavy and contains more than 50 000 lines. Moreover, the last 2 columns of this table use Index and Match functions to get the right hourly rate and the right billing target from TABLE1. That means that each of those 50 000 lines uses the INDEX and MATCH functions twice… This part is too heavy for Excel and I need a workaround.
Moreover, TABLE2 is getting refreshed every few days with new data coming from my other software (an ERP). So the solution I need to find must take that into account and must be permanent (I try to avoid steps that will have to be done everytime I refresh TABLE2 with new data).
TABLE3 - A Pivot Table that uses TABLE2 as its data source. I use the slicer to select the name of an employee and a timeline to specify which months I want to display. Then the Pivot Table shows my employee's statistics grouped by months. The main statistic is the amount of "billed hours" for each employee, which is in reality the amount of sales made by that employee, divided by their hourly rate on a specific date.
My thoughts :
It is absurd that TABLE2 uses that many INDEX and MATCH functions. For example, if Employee1 made 500 sales between 2020-07-01 and 2020-07-31 (the same month, thus the same period, thus the same hourly rate and billing target), there will be 500 different lines that will use INDEX and MATCH to get the same hourly rate and billing target from TABLE1. That leads to a lot of duplicated calculation and a lot of duplicated data.
Would it be possible for a Pivot Table Calculated Field to use INDEX and MATCH in its formula? And would it be lighter for Excel to do so?
Another way would be to add, at the bottom of TABLE2, 12 lines per year (1 for each month) for every employee where I would write their hourly rate and the billing target. That way, the Pivot Table would be able to display an hourly rate and a billing target for each month, for each employee. That solution would work and would be lighter for Excel, but it would create a high risk of making mistakes while manually inputting the data.
I'm open to all suggestions including VBA!
Thank you very much for your precious time!
EDIT : FORMULA
As requested, here's my INDEX AND MATCH formula that is in TABLE2 and gets the hourly rate from TABLE1 :
=INDEX(TAB_Employee_Data[[#All];[Hourly_Rate]];MATCH([#[Date (Cell)]]; IF(TAB_Employee_Data[[#All];[Name]]=[#[Employee(Cell)]];TAB_Employee_Data[[#All];[First day of the period]]);1))
TAB_Employee_Data is the tab that contains "TABLE1".
I translated the names of the fields since all my work is in French.
This formula does the following : it searches the name of an employee in TABLE1 and finds the period which fits the date of a line in TABLE2.
Also, to work properly, I need to sort the lines of TABLE1 in chronological order.
TABLE 1 :
TABLE 2:
So I started using Pivot Tables a few weeks ago, but I'm pretty decent at Excel otherwise. I hit an issue that should be an easy fix and I don't see it. I have a document that is tracking Key Performance Indicators for my warehouse packing department. I have 2 tabs in the document that matter (Input Log, and Analysis).
Input log is basically copied from a report generated from my warehouse system. Gives me a USER, DATE, HRS WORKED, ORDERS PACKED, ITEMS PACKED. Using a pivot table I want to see the average hours worked by week for each user.
Currently I can only see the Sum of the hours works and the daily average. How do I also see the weekly average?
[InputLogData][2]
I was able to get the workbook hosted on google drive Packing KPI Workbook
If you create the pivot table, but select to "add to data model",
you will see, in the "Value Fields Settings" selection, a Distinct Count item.
You can then do a Distinct Count of the WE column, and add a column to divide the total hours worked by User, by the total number of Weeks. (See the formula in D4: =B4/C4 )
EDIT: If you want to have the results within the Pivot Table itself, you can add a few calculated columns to your input log.
WE per User is the Unique number of weeks each user works. This formula is an array formula and must be entered by holding down ctrl + shift while hitting enter. Excel will place braces {...} around the formula seen in the formula bar:
=SUM(--(FREQUENCY(IF(User=D2,WE),WE)>0))
Hrs Worked This Wk is the hours worked in the week by the user. This is not really needed, but is in there for when I was troubleshooting the calculations.
=SUMIFS(Hrs_Worked,WE,A2,User,D2)
This will be used to calculate the average for the AvgHrs/Wk column:
=SUMPRODUCT((User='Input Log'!$D2)*Hrs_Worked/WE_Per_User)
This can then be used to create the Pivot Table:
In the Pivot Table, the
Total Hrs is the SUM of Hrs Worked
Hrs-Daily is the Average of Hrs Worked,
Weekly Hrs is the Average of AvgHrs/Wk
I am working on an overtime analysis report in which the data has been imported into Excel (2010). I need to show overtime and time off hours only. I've grouped all the time off hours by creating an additional column that only contains those hours (three different codes). Once the pivot tables are created, I'm creating line charts to show any correlation between time off and overtime in a department, month, and by person. It's working great for most of the employees, but . . .
The issue I'm having is that a segment of our employees have overtime built into their schedule, so the OT column values need to be reduced by that number. (YTD built-in hours is 42).
I've created a calculated field to give me the adjusted OT hours. The problem is when I create the chart, it includes all the fields - the time off data, the total overtime, and the adjusted overtime. If I filter out the overtime, the table doesn't do the calculations for the adjusted overtime. Is there a way to keep just the time off and adjusted overtime hours?
Calculations on detail records should not be done in a Pivot table. If - in your detail table - you create (or have) a field EmpClass that leads to another parameter table specifying the working hours per class, you can - via VLOOKUP and other functions - calculate the correct work/free/overtime for each record in the detail table and aggregate only these result fields.