Tags: ADDRESS

Generate a list of assignees for different projects based on a competency matrix

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Here is a small sample of a Project matrix which shows tasks to be accomplished for various projects.  There can only be upto 6 tasks per project.

Project Name Task1 Task2 Task3 Task4 Task5 Task6
Project1 Painting Chef Gardener
Project2 Tiling Digging Engineering
Project3 Mechanic Engineering

Here is a competency matrix showing the competencies of employees on different tasks.  1 indicates that the employee is competent to perform that task.

Task Tom Jane Mary Paddy Lynda
Painting 1 1 1 1 1
Tiling 1 1 1 1 1
Plastering 1 1 1 1 1
Digging 1 0 1 1 1
Mechanic 1 1 1 0 1
Detective 1 1 1 1 1
Engineering 1 1 0 1 1
Boxer 1 0 1 1 1
Chef 1 1 1 1 1
Gardener 1 1 0 1 1
Banker 1 1 1 1 0

From these two tables, one may want to generate another table showing which employees can be assigned to which project (only those employees should be assigned to a project who can complete all tasks).  So the ideal solution is to create another column (8th column) in the Project matrix table above which should have a drop down (Data > Data Validation) for every project showing which employees are competent for that project.

Here's an illustration:

Assuming that the Project matrix is in range A1:G4 (headers are in row 1)

  1. In cell H2 (for Project1), the drop down should show Jane, Lynda, Paddy and Tom.  Mary should not appear there because she cannot perform one of the 3 tasks required to complete the project i.e. Gardener.
  2. In cell H3 (for Project2), the drop down should show Lynda, Paddy and Tom.  Jane and Mary should not appear there because they cannot perform the Digging and Engineering tasks respectively.

The solution is dynamic for the following:

  1. Projects added to the Project matrix Table; and
  2. Tasks added (upto 6 only) or edited in the Project matric Table; and
  3. Employees added to the Competency matrix Table; and
  4. Tasks added to the Competency matrix Table

I have solved this problem by using:

  1. Power Query; and
  2. Formulas in Data > Data Validation.

You may download my solution workbook from here or here.

Compute potential Sales of a retail outlet

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The objective is to assist a Store Manager with computing potential sales across different products and colours.  To start with let's assume two datasets:

1. Customer-Colour dataset - a two column table which lists down the colour preference of each customer; and
2. Colour-Product-Price dataset - a three column table which lists down the multiple products associated with each colour and the associated prices

My objective is to compute the "Potential Sales" if each customer buys one unit of each colour of each product.  While this can be resolved by using formulas (see Formula solution worksheet of the workbook), I'd like to resolve this problem with the help of the Power Query and PowerPivot tools.

The initial challenge will be to establish a relationship between the two tables because one cannot establish Many to Many relationships in a PowerPivot.  The two tables above are a perfect example of Many to Many relationships because each customer likes multiple colours and each colour is associated with multiple products.

You may download my solution workbook from this link.

You may also view a short video of my solution here:

Perform an iterative sum of Top n values across multiple columns

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A tournament has 18 participating teams with 25 players in each team.  Each team has to play five rounds of the Tournament and not all players play all rounds.  Scores earned by each player in each round are shown in individual cells.  If a player does not play a round, that cell is left empty.

The task is to sum the highest 18 scoring players for each round.  Only the highest 18 players per team count towards the teams score.  If few of the players have the same score at position 18 then only one of them should be included in the overall score.

One solution is to sort each round of scores for each team in descending order and sum the highest 18 values.  This is obviously a time consuming process.

There could be two others ways to solve this problem

Formula driven solution - This uses a spare column, a lengthy formula and the Data > Table functionality.  Since Data > Table is a series of array formula, this solution makes the workbook very sluggish.  You may refer to my solution in this workbook.

PowerPivot solution - This solution is far better than the formula driven one in as much as no spare columns, lengthy formulas or Data > Tables have been used.  The solution in this workbook adds the scores of the highest 18 scoring players per round (If few of the players have the same score at position 18 then all scores are included in the overall score).  To use this PowerPivot solution, you need to be using the PowerPivot add-in for MS Excel.  This add-in is only available for Excel 2010 and higher versions.

Show granular as well as total figures on the Summary sheet

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Assume there is data for complaints received and complaints resolved for two years - 2009 and 2010 for some regions regions.  Each Region has its own worksheet.  There are three headings on each sheet - Particulars, 2009 and 2010.  While the Particulars column has the text "Complaints received" and "Complaints resolved", the year columns have number of complaints received and resolved.

The task is to create a Summary sheet which:

1. Show the consolidated figure of complaints received and complaints resolved for both years
2. Show the individual regions which make up the consolidated figure in 1 above.

In this workbook, you may see the data layout and four different ways of resolving the two tasks mentioned above.

You may also refer to the following related posts:

1. Summarise data from multiple worksheets with one condition
2. Summarise data from multiple worksheets with one condition - Part II
3. Summarise data from multiple worksheets
4. Summarise data from multiple worksheets with multiple conditions
5. Summarise data from multiple worksheets with multiple conditions - Part II
6. Summarise data from different cells of multiple worksheets

Create charts on different sheets by clicking a button

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Assume a five column database with the first column containing codes, second one containing a separator, third one containing some alpha values, fourth one is a combination of the first three columns and the last column has response times.

One may want to create as many charts as there are codes in column A.  The charts should get created on different sheets with the click of a button.

You may refer to my solution in this workbook.

Summarise data from multiple sheets with one condition – PartII

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Assume a worksheet which has scores (1-10) on four future dates on nine questions.  Each row represents responses for one question.  Likewise there are 20 respondents i.e. 20 worksheets which have the same structure.

One may want to summarise data from all 20 worksheets into one worksheet.  The question and solution are more clearly explained in the attached file.

I have presented two cases here - Example 1 and Example 2 in this workbook.

You may also want to refer to the following related posts:

1. Summarise data from multiple sheets with one condition
2. Summarise data from multiple sheets with multiple conditions
3. Generate a list of all tab names without using VBA

Summarise data from multiple sheets with multiple conditions

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Assume there are three worksheets, one each for 2008, 2009 and 2010.  On each sheet there are two columns for Account code and Account description.  Thereafter there are 12 columns (one for each month).  Values inside the matrix represent amount spent on a specific item in a specific month.

On the P&L worksheet, a user will provide the following five inputs - beginning month, beginning year, ending month, ending year and Account code.  Accordingly, the value should get summed up from multiple sheets.

You may refer to my solution in the this workbook.

Summarise data from multiple sheets with one condition

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Assume there are ten worksheet tabs - one for each retail store.  Each worksheet tab has sale data of different brands across 12 months - brands are arranged in rows and months are arranged in columns.  The structure of all worksheets tabs is the same.  Furthermore, each store is managed in any of the two retail formats - Joint venture or Owned and Operated (O&O) by the company.

One may want to summarise data from the ten worksheets tabs for each brand across 12 months for a certain retail format.

You may refer to my solution in this workbook.

Summarise data from multiple worksheets

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Assume multiple worksheets in a workbook (all having the same structure).  In a summary sheet, one may want to tabulate data from these multiple worksheets.  Essentially, a way to link to the same specific cells in multiple worksheets to the Summary sheet.  The formula in the Summary sheet should just be copied and pasted to multiple rows to bring over data from the multiple worksheets.

You may refer to my solution in this workbook.