Data Entry and Report Generation

Carla carla

New Member
Joined
Oct 29, 2022
Messages
47
Office Version
  1. 365
Platform
  1. Windows
Please help me build a report possibly a dashboard for my project.

This is my data entry:
The columns in red will be a drop down list for the observer to choose from.
Phase​
CourseGroup nameTeachersHomework UploadsHomework QualityUnit Plan UploadLesson Plan UploadPresentation UploadFrequency of UploadGrading Book UpdatesDate of Quality Assurance
Comments
Action TakenFeedback on ActionTaken
Phase 2​
English - Y1A​
Year 1 A​
Kabir​
Inconsistent​
Consistent​
Consistent​
Systematic​
Systematic​
Systematic​
Systematic​
10/12/2023​
Systematic​
Systematic​
Systematic​
Phase 2​
English - Y1B​
Year 1 B​
Ifrah​
Systematic​
Challenging and Doable​
Significantly Overdue​
Timely​
Timely​
Almost always​
Timely​
11/12/2023​
Support​
meeting​
Closed​
Phase 2​
English - Y1C​
Year 1 C​
Eram​
Systematic​
Personalised​
Timely​
Significantly Overdue​
Behind Schedule​
Almost always​
Significantly Overdue​
12/12/2023​
Reprimand​
Letter​
Closed​
Phase 2​
English - Y1D​
Year 1 D​
Feroz​
Systematic​
Personalised​
Timely​
Timely​
Timely​
Almost always​
Timely​
13/12/2023​
Commend​
meeting​
Closed​
Phase 2​
English - Y1E​
Year 1 E​
Hana​
Systematic​
Purposeful​
Significantly Overdue​
Timely​
Timely​
Almost always​
Behind Schedule​
14/12/2023​
Support​
Letter​
Closed​
Phase 2​
English - Y1F​
Year 1 F​
Ahmed
Systematic​
Personalised​
Timely​
Significantly Overdue​
Timely​
Seldom​
Timely​
15/12/2023​
Reprimand​
meeting​
Closed​
Phase 2​
English - Y1G​
Year 1 G​
Saab​
Inconsistent​
Personalised​
Timely​
Timely​
Timely​
Almost always​
Timely​
16/12/2023​
Commend​
Letter​
Closed​
Phase 2​
English - Y2A​
Year 2 A​
Patel​
Systematic​
Personalised​
Behind Schedule​
Timely​
Behind Schedule​
Almost always​
Timely​
17/12/2023​
Support​
meeting​
Closed​
Phase 2​
English - Y2B​
Year 2 B​
Jahbeen​
Systematic​
Personalised​
Timely​
Timely​
Timely​
Almost always​
Behind Schedule​
18/12/2023​
Reprimand​
Letter​
Closed​
Phase 2​
English - Y2C​
Year 2 C​
Khatoon​
Inconsistent​
Personalised​
Behind Schedule​
Timely​
Timely​
Almost always​
Timely​
19/12/2023​
Commend​
meeting​
Closed​
Phase 2​
English - Y2D​
Year 2 D​
Aneela​
Systematic​
Personalised​
Timely​
Timely​
Timely​
Almost always​
Timely​
20/12/2023​
Support​
Letter​
Pending​
Phase 2​
English - Y2E​
Year 2 E​
Aliyah​
Systematic​
Personalised​
Timely​
Timely​
Timely​
Almost always​
Timely​
21/12/2023​
Reprimand​
meeting​
Pending​


I am envisioning this to be the report.
This is the first layer of the report.
I want the the Teachers Name ( blue font) to be a drop down menu which automatically returns the observation comments for each teacher.

Teacher Quality Assurance Report
Teachers' Name Eram
Homework Update
Observation​
Homework Quality
* Timely​
Unit Plan Upload
Lesson Plan Upload
Presentation Upload
Fequency of Upload
Grading Book Updates
Date of Quality Assurance
Comments
Action Taken
Feedback on ActionTaken

The second layer is by category report.
The blue font is a drop down, and then once selected it will automatically return the names of the teachers with Consistent observation

Homework Update Report
Consistent
Eram
Ahmed

The third layer of the report is a graph of the drop down list.

Homework Update Report (Graph Summary of Systematic / Consistent/Inconsistent
Systematic
Eram
Ahmed


Data Entry

1707116108130.png


1707116160744.png
 

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My response is based on your data being in a table called tblTeacherData. This should get the first two portions sorted.

Drop Down Teacher List
You need to setup the list by selecting Data Validation then choose list. The formula to enter into the bar would be.

Excel Formula:
=tblTeacherData[Teachers]

Using this field you can then use and INDEX/MATCH Function.

You would need to update the cell reference A1 with the cell that has the drop down list in it.

The formula will then find the result from the table tblTeacherData, coloumn with Header Name. I would recommend using the teacher's full name to ensure no duplication of results.

You can then update this formula for each vale.

Excel Formula:
=INDEX(tblTeacherData[Homework Uploads], Match (A1,tblTeacherData[Name],0)

Excel Formula:
=INDEX(tblTeacherData[Homework Quality], Match(A1,tblTeacherData[Name],0)

t0ny84
 
Upvote 0
My response is based on your data being in a table called tblTeacherData. This should get the first two portions sorted.

Drop Down Teacher List
You need to setup the list by selecting Data Validation then choose list. The formula to enter into the bar would be.

Excel Formula:
=tblTeacherData[Teachers]

Using this field you can then use and INDEX/MATCH Function.

You would need to update the cell reference A1 with the cell that has the drop down list in it.

The formula will then find the result from the table tblTeacherData, coloumn with Header Name. I would recommend using the teacher's full name to ensure no duplication of results.

You can then update this formula for each vale.

Excel Formula:
=INDEX(tblTeacherData[Homework Uploads], Match (A1,tblTeacherData[Name],0)

Excel Formula:
=INDEX(tblTeacherData[Homework Quality], Match(A1,tblTeacherData[Name],0)

t0ny84
Thank you so much, let me try.
 
Upvote 0

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