Create KPI System In Excel To Measure Performance Against Target

Jan 3, 2014

Looking to create a system to measure KPI (key performance indicators). I need to include a weekly target and then measure performance for that week against the target. I want to create a form to make data entry simple, how best it would be to implement using excel. Would I have 2 tables, one for targets and one for performance and then use look ups, [URL]

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Create System To Measure KPI?

Jan 3, 2014

I am looking to create a system to measure KPI (key performance indicators). I need to include a weekly target and then measure performance for that week against the target. I want to create a form to make data entry simple, how best it would be to implement using excel. Would I have 2 tables, one for targets and one for performance and then use look ups.

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Jan 17, 2013

I have thousands of rows of data sorted chronologically in a flat list. What I'm looking to do is have a pivot table or formula which picks out the highest value for a given person. Sound simple?

Okay,
- column A: date
- column B: name
- column C: exercise weight
- column D: exercise rep's
- column E: exercise predicted max (essentially, weight x reps)

Now, I have a pivot table which picks out each persons highest "exercise predicted max" (right click on table, field settings, MAX) but I want to know the actual weight they've lifted and how many reps they've done with it.

So basically, I want a simple table which shows me the date, persons name, heaviest weight they've lifted and how many reps they did with it. I've used the CONCATENATE function to group the "exercise weight" and "exercise rep's" in to one cell but the pivot doesn't return any values (all cells in pivot = 0).

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Please find it attached.

Copy all of the info from the main page to the guest lit (a new row each time).

From the guest list to the Gannt chart - i did a few tutorials on dynamic gantt charts using conditional formatting but cannot get them to work when based on data on a different worksheet.

Finaly is there a way to check for availabilty on any given date?

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May 8, 2014

I am making an Excel calculation system where I have two factors (weight and opening length), which is essential for which lift there is possible to use.

There are 8 models each of which may have some limitations in terms of weight, and the opening length:

ModelPushing/pulling Force (KG)Stroke Length (mm)
HCV 130 350
HCV 230 600
HCV 330 800
HCV 430 1000
HCV 550 350
HCV 650 600
HCV 750 800
HCV 850 1000

What I am looking for is a formula, that when you enter numbers in two cells "Weight" and "Opening distance" of what their platform is to meet, then all the models that have the potential to accomplish this task pops up.

Example: A client writing a weight of = 40 kg and opening length of = 450 mm. The formula should then show which model that meets the requirements.

In this case: Models that meet the requirements for the lift.

ModelPushing/pulling Force (KG)Stroke Length (mm)
HCV 650 600
HCV 750 800
HCV 850 1000

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Here is what I would like to do:

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What I would like to do is have a macro that can be assigned to a command button that the account can click on when there is a rounding issue. The macro would ask the accountant which cell that needs to be adjusted (the cells are protected) and then another box would pop up asking for the amount (i.e. .01, -.01) then the macro would add this to the formula in that particular cell.

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Jul 15, 2013

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I would like to set up a simple Excel spreadsheet which staff can use when they want to order some stock, which will automatically fill in the adjacent cells with the product category and unit cost, once the name has been typed into the first cell. Once I add the SUM formula I can therefore have an immediate total of how much each staff member is spending on stock that week, without having to look at the invoice I get back from the supplier.

I know Excel has a predictive text style feature (autocomplete?) but I don't know how to get it to automatically fill several cells in a row with data that is linked to the first cell.

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the only other way i can think a system is similar is like a fantasy football system...points based on criteria.

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I am looking for information on how I can use the Transfer Data from System i Add-In for Excel to only get data that equals the data in one of my columns (both sets of data are strings). Unfortunately, I cannot just get the entire contents of the System i table since it contains more than the maximum allowed in Excel.

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In same spirit what are best practices one can take like protecting formulas with password etc

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After, I then click on a macro, which, when successful, takes me from sheet 1 to sheet 2.

My problem is that I need to have it so that Maria is taken from Sheet 1 to Sheet 2, and Andrew from Sheet 1 to Sheet 3.

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I am trying to create simple password protected system in excel. What I have already done is I have a worksheet, which is not visible that holds all user names, passwords and user roles, such as admin and user. Now my problem, I need to create a UserForm that will prompt user to input their details prior to using the workbook. I have no problems with creating the form itself but I cannot really create a code to handle the task. Also, there will be only one system admin, which means that only admin should be able to create users, so that when admin will sign in, he should be able to see the button on the home screen, something like "Create New User". I cannot post my workbook because of the Corporate Copyrights and privacy, but what I can do is post all named ranges that contain password, usernames etc.

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can anybody remember the function Name?

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Excel 2010 :: Macro To Send Email Now Fails With Runtime Error 1004 - Mail System Failure

Aug 23, 2012

I've been using a macro successfully for the last couple of years, but this morning when I went to use it, it decided to fail. I have a workbook which contains various spreadsheets. The macro that has failed performs the following tasks:

1. It copies a list of email addresss from an external workbook to a sheet in the current workbook (still works)
2. It copies the referral sheet I want to send to a new file, and saves it with an appropriate filename to an appropriate folder (still works)
3. The macro then creates an email with a standard subject line, attaches the new worksheet and emails it to each of the addresses as above (broken)

The error message is from Microsoft Visual Basic. "Run-time error '1004': Mail system failure. Check your mail installation."

I'm guessing there is a setting somewhere in Excel that has changed as part of an update.

I've been through a number of the options in the developer menu to remove any obvious restrictions (& reopened excel afterwards), but so far it hasn't resolved the problem.

For what it's worth, here is the macro code.

With Application
.EnableEvents = False
.ScreenUpdating = False
End With
Run "PullInSheet1"
Dim oldbook As String

[Code] .......

In case you're wondering about the pullinsheet code, I'll add it below - but I probably grabbed it from this forum a couple of years ago (like some of the above) & just made some changes.

Code:
Sub PullInSheet1()
Dim AreaAddress As String
'''''' Sheet11.UsedRange.Clear
Dim ClRange As String
ClRange = "= 'L:ADMINEMPLOY SERVICES" _

[Code] ........

There are a couple of things I've wanted to do to improve the macro, but I couldn't justify the need to spend time working it out (since writing spreadsheets isn't really my job). Since it's broken at the moment, I can...

1. I'd like to create a subject line that reflects the name of the person being referred. For some reason though, anything other than text in the cell reference caused an error for me. eg, I tried using concatenate to create my subject line, but it didn't work.

2. I'd like the copied sheet to contain all of the formatting of the original sheet. Presumably there is a paste option that will do this and I just picked the wrong one.

The mailsystem we use is Groupwise 8. I couldn't find any settings in that program that have been changed, or that I could change.

I should change the extension from xls to xlsx in the code since I'm using Excel 2010 (but changing it doesn't fix the problem).

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I have approached this by using a class module and withEvents. This uses the Click event to trap when they have hit the File|Open button from the File menu and timestamp it.

class module: EventFileOpen

Public WithEvents cbOpen As CommandBarButton

Private Sub cbOpen_Click(ByVal Ctrl As Office.CommandBarButton, CancelDefault As Boolean)
MsgBox "File open started at: " & Now()
End Sub

Private Sub Class_Initialize()
Set cbOpen = Application. CommandBars.FindControl(ID:=23)
End Sub

Private Sub Class_Terminate()
Set cbOpen = Nothing
End Sub..........

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I have main worksheet (target a) that I am trying to populate data from target(worksheet) b. The data I am trying to get from target b changes every month,(declining balance) based on a new month. So how can I get financial data from different cell each month from "b" into same cell in "a"? (so "A" # would be overwritten in same cell based on new # from "B". I have tried VLookup but can't be doing something correct.

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I am using a piece of track changes VBA code mentioned on this site, which among other things creates a new column that reports the number of any cell that has been changed (e.g., $K$32). What I would like to do is, next to that cell, report the title of the row in which that cell appears. In other words, if someone changes cell $K$32, for easier reference I'd like others to be able to see that this cell appears in a row titled "New Sales". I'll be happy to clarify with more specifics if need be.

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