Calculating Productivity

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Feb 25, 2016
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It has been about 20 years since I had to make a spreadsheet for work.
I am so rusty! :confused:
The director wants to calculate productivity of our case workers, in order to award bonuses.

Caseworkers can bill 5hrs per 8 hr day.
Sometimes they will bill under 5. We multiply the amounts under 5 by .625

So far...
I have calculated how many workable days in a month(-observed holidays)
-grouped those into quarters(dec-feb, etc)
-added expected hrs per month (workable days x5)
-added expected hrs per quarter (I added those below the chart)
-made a column that multiplies amounts under 5 x.625
-made a column that calculates productivity by percent

Now I just need to figure out how to create formulas that will:
-multiply amounts under 5 x.625 but also calculate hours over 5 correctly because if a caseworker takes 8 hours of vacation time (PPL) I get a "false". Even with a hidden column, the math isn't working out.

< [TABLE="width: 591"]
<colgroup><col style="width:76.50pf;" width="102"> <col style="width:53.25pf;" width="71"> <col style="width:54.75pf;" width="73"> <col style="width:47.25pf;" width="63"> <col style="width:41.25pf;" width="55"> <col style="width:46.50pf;" width="62"> <col style="width:48.00pf;" width="64"> <col style="width:47.25pf;" width="63"> <col style="width:46.50pf;" width="62"> <col style="width:62.25pf;" width="83"> <col style="width:68.25pf;" width="91"> </colgroup><tbody>[TR]
[TD="class: et8, width: 102, align: center"]Month 2016[/TD]
[TD="class: et9, width: 71, align: center"]Week Days[/TD]
[TD="class: et10, width: 73, align: center"]Holidays[/TD]
[TD="class: et9, width: 63, align: center"]Days Worked[/TD]
[TD="class: et12, width: 55, align: center"]x 5 Hrs[/TD]
[TD="class: et13, width: 62, align: center"]Expected Hours[/TD]
[TD="class: et14, width: 64, align: center"]PPL Hours[/TD]
[TD="class: et15, width: 63, align: center"][/TD]
[TD="class: et44, width: 62, align: center"][/TD]
[TD="class: et45, width: 83, align: center"]Productivity[/TD]
[TD="class: et46, width: 91, align: center"]Timeliness[/TD]
[/TR]
[TR]
[TD="class: et16, width: 102, align: general"]December[/TD]
[TD="class: et17, width: 71, align: center"]22[/TD]
[TD="class: et18, width: 73, align: center"]1[/TD]
[TD="class: et18, width: 63, align: center"]21[/TD]
[TD="class: et20, width: 55, align: center"]5[/TD]
[TD="class: et20, width: 62, align: center"]105[/TD]
[TD="class: et18, width: 64, align: center"]2[/TD]
[TD="class: et21, width: 63, align: center"]1.25[/TD]
[TD="class: et47, width: 62, align: center"]103.75[/TD]
[TD="class: et48, width: 83, align: center"]99%[/TD]
[TD="class: et49, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et22, width: 102, align: general"]January[/TD]
[TD="class: et23, width: 71, align: center"]20[/TD]
[TD="class: et24, width: 73, align: center"]2[/TD]
[TD="class: et18, width: 63, align: center"]18[/TD]
[TD="class: et25, width: 55, align: center"]5[/TD]
[TD="class: et20, width: 62, align: center"]90[/TD]
[TD="class: et26, width: 64, align: center"]8[/TD]
[TD="class: et21, width: 63, align: center"]FALSE[/TD]
[TD="class: et47, width: 62, align: center"]90[/TD]
[TD="class: et48, width: 83, align: center"]100%[/TD]
[TD="class: et50, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et22, width: 102, align: general"]February[/TD]
[TD="class: et23, width: 71, align: center"]21[/TD]
[TD="class: et24, width: 73, align: center"]1[/TD]
[TD="class: et18, width: 63, align: center"]20[/TD]
[TD="class: et25, width: 55, align: center"]5[/TD]
[TD="class: et20, width: 62, align: center"]100[/TD]
[TD="class: et26, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"]0.00[/TD]
[TD="class: et47, width: 62, align: center"]100[/TD]
[TD="class: et48, width: 83, align: center"]100%[/TD]
[TD="class: et50, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et22, width: 102, align: general"]March[/TD]
[TD="class: et23, width: 71, align: center"]23[/TD]
[TD="class: et24, width: 73, align: center"]0[/TD]
[TD="class: et18, width: 63, align: center"]23[/TD]
[TD="class: et25, width: 55, align: center"]5[/TD]
[TD="class: et20, width: 62, align: center"]115[/TD]
[TD="class: et26, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"]0.00[/TD]
[TD="class: et47, width: 62, align: center"]115[/TD]
[TD="class: et48, width: 83, align: center"]100%[/TD]
[TD="class: et50, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et22, width: 102, align: general"]April[/TD]
[TD="class: et23, width: 71, align: center"]21[/TD]
[TD="class: et24, width: 73, align: center"]0[/TD]
[TD="class: et18, width: 63, align: center"]21[/TD]
[TD="class: et25, width: 55, align: center"]5[/TD]
[TD="class: et20, width: 62, align: center"]105[/TD]
[TD="class: et26, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"]0.00[/TD]
[TD="class: et47, width: 62, align: center"]105[/TD]
[TD="class: et48, width: 83, align: center"]100%[/TD]
[TD="class: et50, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et22, width: 102, align: general"]May[/TD]
[TD="class: et23, width: 71, align: center"]22[/TD]
[TD="class: et24, width: 73, align: center"]1[/TD]
[TD="class: et18, width: 63, align: center"]21[/TD]
[TD="class: et25, width: 55, align: center"]5[/TD]
[TD="class: et20, width: 62, align: center"]105[/TD]
[TD="class: et26, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"]0.00[/TD]
[TD="class: et47, width: 62, align: center"]105[/TD]
[TD="class: et48, width: 83, align: center"]100%[/TD]
[TD="class: et50, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et22, width: 102, align: general"]June[/TD]
[TD="class: et23, width: 71, align: center"]22[/TD]
[TD="class: et24, width: 73, align: center"]0[/TD]
[TD="class: et18, width: 63, align: center"]22[/TD]
[TD="class: et25, width: 55, align: center"]5[/TD]
[TD="class: et20, width: 62, align: center"]110[/TD]
[TD="class: et26, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"]0.00[/TD]
[TD="class: et47, width: 62, align: center"]110[/TD]
[TD="class: et48, width: 83, align: center"]100%[/TD]
[TD="class: et50, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et22, width: 102, align: general"]July[/TD]
[TD="class: et23, width: 71, align: center"]20[/TD]
[TD="class: et24, width: 73, align: center"]1[/TD]
[TD="class: et18, width: 63, align: center"]19[/TD]
[TD="class: et25, width: 55, align: center"]5[/TD]
[TD="class: et20, width: 62, align: center"]95[/TD]
[TD="class: et26, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"]0.00[/TD]
[TD="class: et47, width: 62, align: center"]95[/TD]
[TD="class: et48, width: 83, align: center"]100%[/TD]
[TD="class: et50, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et22, width: 102, align: general"]August[/TD]
[TD="class: et23, width: 71, align: center"]23[/TD]
[TD="class: et24, width: 73, align: center"]0[/TD]
[TD="class: et18, width: 63, align: center"]23[/TD]
[TD="class: et25, width: 55, align: center"]5[/TD]
[TD="class: et20, width: 62, align: center"]115[/TD]
[TD="class: et26, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"]0.00[/TD]
[TD="class: et47, width: 62, align: center"]115[/TD]
[TD="class: et48, width: 83, align: center"]100%[/TD]
[TD="class: et50, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et22, width: 102, align: general"]September[/TD]
[TD="class: et23, width: 71, align: center"]22[/TD]
[TD="class: et24, width: 73, align: center"]1[/TD]
[TD="class: et18, width: 63, align: center"]21[/TD]
[TD="class: et25, width: 55, align: center"]5[/TD]
[TD="class: et20, width: 62, align: center"]105[/TD]
[TD="class: et26, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"]0.00[/TD]
[TD="class: et47, width: 62, align: center"]105[/TD]
[TD="class: et48, width: 83, align: center"]100%[/TD]
[TD="class: et50, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et22, width: 102, align: general"]October[/TD]
[TD="class: et23, width: 71, align: center"]21[/TD]
[TD="class: et24, width: 73, align: center"]0[/TD]
[TD="class: et18, width: 63, align: center"]21[/TD]
[TD="class: et25, width: 55, align: center"]5[/TD]
[TD="class: et20, width: 62, align: center"]105[/TD]
[TD="class: et26, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"]0.00[/TD]
[TD="class: et47, width: 62, align: center"]105[/TD]
[TD="class: et48, width: 83, align: center"]100%[/TD]
[TD="class: et51, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et22, width: 102, align: general"]November[/TD]
[TD="class: et27, width: 71, align: center"]22[/TD]
[TD="class: et8, width: 73, align: center"]2[/TD]
[TD="class: et18, width: 63, align: center"]20[/TD]
[TD="class: et29, width: 55, align: center"]5[/TD]
[TD="class: et20, width: 62, align: center"]100[/TD]
[TD="class: et26, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"]0.00[/TD]
[TD="class: et47, width: 62, align: center"]100[/TD]
[TD="class: et48, width: 83, align: center"]100%[/TD]
[TD="class: et52, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et30, width: 102, align: general"][/TD]
[TD="class: et31, width: 71, align: center"]259[/TD]
[TD="class: et32, width: 73, align: center"]9[/TD]
[TD="class: et32, width: 63, align: center"]250[/TD]
[TD="class: et34, width: 55, align: center"]60[/TD]
[TD="class: et34, width: 62, align: center"]1250[/TD]
[TD="class: et35, width: 64, align: center"][/TD]
[TD="class: et36, width: 63, align: center"][/TD]
[TD="class: et53, width: 62, align: center"][/TD]
[TD="class: et54, width: 83, align: center"][/TD]
[TD="class: et55, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et37, width: 102, align: general"][/TD]
[TD="class: et38, width: 71, align: center"][/TD]
[TD="class: et38, width: 73, align: center"][/TD]
[TD="class: et39, width: 63, align: center"][/TD]
[TD="class: et39, width: 55, align: center"][/TD]
[TD="class: et39, width: 62, align: center"][/TD]
[TD="class: et39, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"][/TD]
[TD="class: et39, width: 62, align: center"][/TD]
[TD="class: et56, width: 83, align: center"][/TD]
[TD="class: et57, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et37, width: 102, align: general"][/TD]
[TD="class: et40, width: 71, align: center"]Expected Hours[/TD]
[TD="class: et40, width: 73, align: center"]Billed Hours[/TD]
[TD="class: et39, width: 63, align: center"]Bonus[/TD]
[TD="class: et39, width: 55, align: center"][/TD]
[TD="class: et39, width: 62, align: center"][/TD]
[TD="class: et39, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"][/TD]
[TD="class: et39, width: 62, align: center"][/TD]
[TD="class: et56, width: 83, align: center"][/TD]
[TD="class: et57, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et42, width: 102, align: general"]Q1[/TD]
[TD="class: et38, width: 71, align: center"]295[/TD]
[TD="class: et38, width: 73, align: center"]293.75[/TD]
[TD="class: et39, width: 63, align: center"][/TD]
[TD="class: et39, width: 55, align: center"][/TD]
[TD="class: et39, width: 62, align: center"][/TD]
[TD="class: et39, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"][/TD]
[TD="class: et39, width: 62, align: center"][/TD]
[TD="class: et56, width: 83, align: center"][/TD]
[TD="class: et57, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et42, width: 102, align: general"]Q2[/TD]
[TD="class: et38, width: 71, align: center"]325[/TD]
[TD="class: et38, width: 73, align: center"]325[/TD]
[TD="class: et39, width: 63, align: center"][/TD]
[TD="class: et39, width: 55, align: center"][/TD]
[TD="class: et39, width: 62, align: center"][/TD]
[TD="class: et39, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"][/TD]
[TD="class: et39, width: 62, align: center"][/TD]
[TD="class: et56, width: 83, align: center"][/TD]
[TD="class: et57, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et42, width: 102, align: general"]Q3[/TD]
[TD="class: et38, width: 71, align: center"]320[/TD]
[TD="class: et38, width: 73, align: center"]320[/TD]
[TD="class: et39, width: 63, align: center"][/TD]
[TD="class: et39, width: 55, align: center"][/TD]
[TD="class: et39, width: 62, align: center"][/TD]
[TD="class: et39, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"][/TD]
[TD="class: et39, width: 62, align: center"][/TD]
[TD="class: et56, width: 83, align: center"][/TD]
[TD="class: et57, width: 91, align: center"][/TD]
[/TR]
[TR]
[TD="class: et42, width: 102, align: general"]Q4[/TD]
[TD="class: et38, width: 71, align: center"]310[/TD]
[TD="class: et38, width: 73, align: center"]310[/TD]
[TD="class: et39, width: 63, align: center"][/TD]
[TD="class: et39, width: 55, align: center"][/TD]
[TD="class: et39, width: 62, align: center"][/TD]
[TD="class: et39, width: 64, align: center"][/TD]
[TD="class: et21, width: 63, align: center"][/TD]
[TD="class: et39, width: 62, align: center"][/TD]
[TD="class: et56, width: 83, align: center"][/TD]
[TD="class: et57, width: 91, align: center"][/TD]
[/TR]
</tbody>[/TABLE]


I used to be so good at formulas. Now I can't wrap my head around them. :eeek:
Help! ...if you can.
 

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Ok,

I think I know what you are going for.

Assuming PPL is the amount of hours they worked and it is in column G.

=IF(G2<5,G2*0.625,5)

This says if the value in G2 is less than 5, multiply that value by 0.625, anything else the value will be 5.
 
Last edited:
Upvote 0
This does help. Thank you for taking the time!
However, PPL is the 'paid personal leave' (time/hours taken off per month)
THIS is my problem column because they can take more than 5 hours off. What happens if the hours are over 5 and how to calculate is tripping me up!
 
Upvote 0
So what do you want the output to be? I assume 1 will be 0.625, 2 will be 1.25, etc. What do you want 5-8 to be?
 
Upvote 0
Anything over 5 hours does not have to be prorated.

Here is where I have hit a road block because if a caseworker takes off 2 days that = 10 hours of PPL. Easy.
But how do I catch it if someone takes 7 hours or 13?!
My brain is tired.
 
Upvote 0
Are you familiar with conditional formatting? It can flag any values that go over 5. Try a google search of it, it isn't overly complex.
 
Upvote 0
I think I know what you need now...

=IF(G2<5,G2*0.625,0.625*5)
 
Upvote 0
Hi,

In order to possibly help, please show what formulas you're currently using and the expected results (especially H3:I5).


Excel 2010
ABCDEFGHIJK
1Month 2016Week DaysHolidaysDays Workedx 5 HrsExpected HoursPPL HoursProductivityTimeliness
2December22121510521.25103.7599%
3January202185908FALSE90100%
4February211205100100100100%
5March230235115130115100%
6April2102151050105100%
7May2212151050105100%
8June2202251100110100%
9July20119595095100%
10August2302351150115100%
11September2212151050105100%
12October2102151050105100%
13November2222051000100100%
142599250601250
15
16Expected HoursBilled HoursBonus
17Q1295293.75
18Q2325325
19Q3320320
20Q4310310
Sheet1
 
Last edited:
Upvote 0
Fantastic!! Thank you for the refreshers!
I will continue to educate myself so that some day I may offer some help here!
This is so great!
Thank you.
I will come back if it isn't what administration wants - haha!
 
Upvote 0
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