May 29, 2014
How to streamline calculations that include multiple variables.
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I am trying to calculate results against weighted objectives for multiple associates. Here is a very trimmed down version of the table I have currently:
Function 1 Count
Function 1 Time
Function 1 Learning Curve
Function 2 Count
Function 2 Time
Function 2 Learning Curve
Function 3 Count
Function 3 Time
Function 3 Learning Curve
There is an acceptable range (floor & ceiling) of performance for each Role/Function/LearningCurve. In the example above, let's say those ranges are as follows:
Rookie/Function1/A = 1-2
Rookie/Function2/C = 4-6
Rookie/Function3/X = 10-15
I currently run a calculation for that associate determining what % of total time was spent on each function. I multiply that by the floor & ceiling of each range, summing the floors & ceilings to produce a weighted range. Then, I compare their production total to that range. I have all this figured out. What I'm running into, though, is that this table is duplicated on a separate worksheet for each month of the year. Beyond that, each member of management maintains their unique workbook listing this information for their associates only. What I would like to do is publish/maintain only one "master" workbook for all associates, regardless of manager.
I tried creating a master table that inserted columns for Month & Manager in front of the columns above. I tried to use a PivotTable (brand new to that process), but I think that because I have certain variables (i.e., Role & LearningCurve) that are "stuck in the midst" of my data, I can't make heads or tails of the PT.
Currently, I have 3 columns per function (Count, Time & LC) as only one LC would exist in a given month for a given function. I figure I can set up the master sheet to have 8 columns per function (account for Count & Time per each of the 4 LC's possible), but that begins to become more cumbersome than what I have already.
In the end, I want to have a table that I can filter by month and/or manager and/or associate to which I can then apply the appropriate calculations. This would allow calculation for a single month or range of months as well as being able to calculate results for an associate regardless of potential reassignment to a different manager, and conversely being able to aggregate results for a given manager using data for whichever associates reported to them each month.