Dec 3, 2009

I am working on a excel sheet that tracks thousands of records. Basically, have 400+ employee's who have scores that need to be tracked. The scores are % based... to start we have 15+ columns but all that matter for these calculations is probably 3. We have score 1 which their required to hit 90% score 2 which is 80%, they are seperate scores. Some people dont count so we disqualify the formula from counting a 0. My current forumla is...

COUNTIF(K418,"<90")+COUNTIF(N418,"<80")-COUNTIF(N418,"=0") where the rows change for each record. We are counting the # of times they don't hit their goal. They can only be held accountable for one score a month not for both scores so created a 2nd column which has =IF(O418>=1,1,0) so if it came back with 2 counts it changed it to 1. OK, so background explained

Now the tricky part... we have a running total per month of how many times they did not hit their goal. We have a column with the mm/yyyy. So we have a pivot table which breaks down the associates by name department etc... and once completely drilled down into it gives a breakdown of their score for every month and then if they did or did not hit their goal by referencing the previous field I discussed. Currently it has a running sum, but I am stuck on the twist I need to throw in... if they meet their goal for 3 months straight, 1... we will call it "occurence" drops off. So for example.... Jan 1 Occurence, Feb 0, Mar 0, Apr 0. So in this case, Jan, Feb, Mar need a running total of 1. Once april hits, the running total needs to go back to 0. So if they got an "occurence" in May, the running total would go back to 1 instead of the current 2 my sum shows.

I imagine there has to be some way I can do this, but I have been thinking about this and hit a brick wall. Any idea's at all? For reference column A is the mm/yyyy (which can be reformatted differently pretty easily). Column K is score 1, column N is score 2, those are the 3 fields I reference for my forumulas currently, the pivot table uses everything else.

Here is an example of one associate.... the top row is the average for the associate and the sum of "occurences"... I want to or plan to have a running total section added on the side however if possible. This associates running total should be 2 instead of 3 as there was a 3 month gap for Mar, Apr, May so it would have been -1 in May as explained above.

Doe, Jane103.7788.823

1/1/200998.5894.120

2/1/2009101.6270.591

3/1/2009110.61105.880

4/1/2009131.78117.650

5/1/2009102.0588.240

6/1/2009110.4658.821

7/1/200998.23105.880

8/1/200986.8270.591

9/1/2009100.3982.350

10/1/200 97.1694.120

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