I have a substantial database with multiple entries for employee evaluations – each entry showing YES/NO/NA responses for up to 40 individual questions.
Currently, I have a summary spreadsheet with various formulas (sumproduct, etc) that presents results based on selected employee name and months, but due to the size of the data, it’s relatively slow when doing calculations. I am thinking a pivottable would enable me to present the data faster on my summary while enabling me to use slicers to drill down a little more.
Here is a sample of my data.
[TABLE="width: 777"]
<tbody>[TR]
[TD="width: 205, bgcolor: #4F81BD"]Agent
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Topic
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Date
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]ID
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Q1
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Q2
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Q3
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Q4
[/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]Employee 1
[/TD]
[TD="bgcolor: #DCE6F1"]Topic 1
[/TD]
[TD="bgcolor: #DCE6F1, align: right"]2018-10-18
[/TD]
[TD="bgcolor: #DCE6F1"]AB
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[TD="bgcolor: #DCE6F1"]No
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]Employee 2
[/TD]
[TD="bgcolor: transparent"]Topic 2
[/TD]
[TD="bgcolor: transparent, align: right"]2018-10-12
[/TD]
[TD="bgcolor: transparent"]BC
[/TD]
[TD="bgcolor: transparent"]No
[/TD]
[TD="bgcolor: transparent"]Yes
[/TD]
[TD="bgcolor: transparent"]Yes
[/TD]
[TD="bgcolor: transparent"]N/A
[/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]Employee 3
[/TD]
[TD="bgcolor: #DCE6F1"]Topic 3
[/TD]
[TD="bgcolor: #DCE6F1, align: right"]2018-10-01
[/TD]
[TD="bgcolor: #DCE6F1"]AD
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[TD="bgcolor: #DCE6F1"]No
[/TD]
[TD="bgcolor: #DCE6F1"]No
[/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]Employee 1
[/TD]
[TD="bgcolor: #DCE6F1"]Topic 1
[/TD]
[TD="bgcolor: #DCE6F1, align: right"]2018-10-18
[/TD]
[TD="bgcolor: #DCE6F1"]BF
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[TD="bgcolor: #DCE6F1"]No
[/TD]
[TD="bgcolor: #DCE6F1"]N/A
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]Employee 2
[/TD]
[TD="bgcolor: transparent"]Topic 2
[/TD]
[TD="bgcolor: transparent, align: right"]2018-10-12
[/TD]
[TD="bgcolor: transparent"]QZ
[/TD]
[TD="bgcolor: transparent"]N/A
[/TD]
[TD="bgcolor: transparent"]Yes
[/TD]
[TD="bgcolor: transparent"]Yes
[/TD]
[TD="bgcolor: transparent"]No
[/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]Employee 3
[/TD]
[TD="bgcolor: #DCE6F1"]Topic 3
[/TD]
[TD="bgcolor: #DCE6F1, align: right"]2018-10-01
[/TD]
[TD="bgcolor: #DCE6F1"]ZY
[/TD]
[TD="bgcolor: #DCE6F1"]No
[/TD]
[TD="bgcolor: #DCE6F1"]N/A
[/TD]
[TD="bgcolor: #DCE6F1"]No
[/TD]
[TD="bgcolor: #DCE6F1"]N/A
[/TD]
[/TR]
</tbody>[/TABLE]
This is what I’m trying to accomplish (or something similar).
[TABLE="width: 777"]
<tbody>[TR]
[TD="width: 205, bgcolor: #4F81BD"]Agent
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Q1
[/TD]
[TD="width: 118, bgcolor: #4F81BD"][/TD]
[TD="width: 118, bgcolor: #4F81BD"][/TD]
[TD="width: 118, bgcolor: #4F81BD"]Q2
[/TD]
[TD="width: 118, bgcolor: #4F81BD"][/TD]
[TD="width: 118, bgcolor: #4F81BD"][/TD]
[TD="width: 118, bgcolor: #4F81BD"][/TD]
[/TR]
[TR]
[TD="bgcolor: #4F81BD"][/TD]
[TD="bgcolor: #4F81BD"]Yes
[/TD]
[TD="bgcolor: #4F81BD"]No
[/TD]
[TD="bgcolor: #4F81BD"]N/A
[/TD]
[TD="bgcolor: #4F81BD"]Yes
[/TD]
[TD="bgcolor: #4F81BD"]No
[/TD]
[TD="bgcolor: #4F81BD"]N/A
[/TD]
[TD="bgcolor: #4F81BD"][/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]Employee 1
[/TD]
[TD="bgcolor: #DCE6F1"]2
[/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[TD="bgcolor: #DCE6F1"]2
[/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]Employee 2
[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"]1
[/TD]
[TD="bgcolor: transparent"]1
[/TD]
[TD="bgcolor: transparent"]2
[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]Employee 3
[/TD]
[TD="bgcolor: #DCE6F1"]1
[/TD]
[TD="bgcolor: #DCE6F1"]1
[/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[TD="bgcolor: #DCE6F1"]1
[/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[TD="bgcolor: #DCE6F1"]1
[/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[/TR]
</tbody>[/TABLE]
I’m not worried about which labels are on the X axis, and which are on the Y. Additionally, I don’t need all employees listed in the pivottable, as long as the end result is the YES/NO/NA count for each question, for the employees I have selected in the slicers.
My attempts to figure out what goes in the values, columns, and rows fields has wound up to be quite messy and certainly does not result in anything close to my desired output, so I thank you for any assistance you can offer on what data field should go where.
Currently, I have a summary spreadsheet with various formulas (sumproduct, etc) that presents results based on selected employee name and months, but due to the size of the data, it’s relatively slow when doing calculations. I am thinking a pivottable would enable me to present the data faster on my summary while enabling me to use slicers to drill down a little more.
Here is a sample of my data.
[TABLE="width: 777"]
<tbody>[TR]
[TD="width: 205, bgcolor: #4F81BD"]Agent
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Topic
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Date
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]ID
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Q1
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Q2
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Q3
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Q4
[/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]Employee 1
[/TD]
[TD="bgcolor: #DCE6F1"]Topic 1
[/TD]
[TD="bgcolor: #DCE6F1, align: right"]2018-10-18
[/TD]
[TD="bgcolor: #DCE6F1"]AB
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[TD="bgcolor: #DCE6F1"]No
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]Employee 2
[/TD]
[TD="bgcolor: transparent"]Topic 2
[/TD]
[TD="bgcolor: transparent, align: right"]2018-10-12
[/TD]
[TD="bgcolor: transparent"]BC
[/TD]
[TD="bgcolor: transparent"]No
[/TD]
[TD="bgcolor: transparent"]Yes
[/TD]
[TD="bgcolor: transparent"]Yes
[/TD]
[TD="bgcolor: transparent"]N/A
[/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]Employee 3
[/TD]
[TD="bgcolor: #DCE6F1"]Topic 3
[/TD]
[TD="bgcolor: #DCE6F1, align: right"]2018-10-01
[/TD]
[TD="bgcolor: #DCE6F1"]AD
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[TD="bgcolor: #DCE6F1"]No
[/TD]
[TD="bgcolor: #DCE6F1"]No
[/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]Employee 1
[/TD]
[TD="bgcolor: #DCE6F1"]Topic 1
[/TD]
[TD="bgcolor: #DCE6F1, align: right"]2018-10-18
[/TD]
[TD="bgcolor: #DCE6F1"]BF
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[TD="bgcolor: #DCE6F1"]No
[/TD]
[TD="bgcolor: #DCE6F1"]N/A
[/TD]
[TD="bgcolor: #DCE6F1"]Yes
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]Employee 2
[/TD]
[TD="bgcolor: transparent"]Topic 2
[/TD]
[TD="bgcolor: transparent, align: right"]2018-10-12
[/TD]
[TD="bgcolor: transparent"]QZ
[/TD]
[TD="bgcolor: transparent"]N/A
[/TD]
[TD="bgcolor: transparent"]Yes
[/TD]
[TD="bgcolor: transparent"]Yes
[/TD]
[TD="bgcolor: transparent"]No
[/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]Employee 3
[/TD]
[TD="bgcolor: #DCE6F1"]Topic 3
[/TD]
[TD="bgcolor: #DCE6F1, align: right"]2018-10-01
[/TD]
[TD="bgcolor: #DCE6F1"]ZY
[/TD]
[TD="bgcolor: #DCE6F1"]No
[/TD]
[TD="bgcolor: #DCE6F1"]N/A
[/TD]
[TD="bgcolor: #DCE6F1"]No
[/TD]
[TD="bgcolor: #DCE6F1"]N/A
[/TD]
[/TR]
</tbody>[/TABLE]
This is what I’m trying to accomplish (or something similar).
[TABLE="width: 777"]
<tbody>[TR]
[TD="width: 205, bgcolor: #4F81BD"]Agent
[/TD]
[TD="width: 118, bgcolor: #4F81BD"]Q1
[/TD]
[TD="width: 118, bgcolor: #4F81BD"][/TD]
[TD="width: 118, bgcolor: #4F81BD"][/TD]
[TD="width: 118, bgcolor: #4F81BD"]Q2
[/TD]
[TD="width: 118, bgcolor: #4F81BD"][/TD]
[TD="width: 118, bgcolor: #4F81BD"][/TD]
[TD="width: 118, bgcolor: #4F81BD"][/TD]
[/TR]
[TR]
[TD="bgcolor: #4F81BD"][/TD]
[TD="bgcolor: #4F81BD"]Yes
[/TD]
[TD="bgcolor: #4F81BD"]No
[/TD]
[TD="bgcolor: #4F81BD"]N/A
[/TD]
[TD="bgcolor: #4F81BD"]Yes
[/TD]
[TD="bgcolor: #4F81BD"]No
[/TD]
[TD="bgcolor: #4F81BD"]N/A
[/TD]
[TD="bgcolor: #4F81BD"][/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]Employee 1
[/TD]
[TD="bgcolor: #DCE6F1"]2
[/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[TD="bgcolor: #DCE6F1"]2
[/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]Employee 2
[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"]1
[/TD]
[TD="bgcolor: transparent"]1
[/TD]
[TD="bgcolor: transparent"]2
[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: #DCE6F1"]Employee 3
[/TD]
[TD="bgcolor: #DCE6F1"]1
[/TD]
[TD="bgcolor: #DCE6F1"]1
[/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[TD="bgcolor: #DCE6F1"]1
[/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[TD="bgcolor: #DCE6F1"]1
[/TD]
[TD="bgcolor: #DCE6F1"][/TD]
[/TR]
</tbody>[/TABLE]
I’m not worried about which labels are on the X axis, and which are on the Y. Additionally, I don’t need all employees listed in the pivottable, as long as the end result is the YES/NO/NA count for each question, for the employees I have selected in the slicers.
My attempts to figure out what goes in the values, columns, and rows fields has wound up to be quite messy and certainly does not result in anything close to my desired output, so I thank you for any assistance you can offer on what data field should go where.