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rank employees based on performances

  1. #1
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    rank employees based on performances

    hello,

    on sheet 1, i have a list of employee performances
    column A = Date;
    column B = Employee ID;
    column C = Number of successful sales on that specific date

    Employees are listed a number of times in column B because they have worked on many different dates.


    I would like sheet 2 to have a top 5 salesman list.
    in column A, i would like Employee ID with the TOTAL number of sales next to it (of course ranked from highest to lowest)

    remember each employee is mentioned multiple times on sheet 1 so you would have to add all the sales they did on every date they worked.

    thank you if you can help
    Last edited by tlacloche; 10-10-2013 at 06:53 AM.

  2. #2
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    Re: rank employees based on performances

    Use a pivot table.

    See attachment for an example.
    Attached Files Attached Files
    Last edited by Olly; 10-10-2013 at 07:03 AM.
    let Source = #table({"Question","Thread", "User"},{{"Answered","Mark Solved", "Add Reputation"}}) in Source

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    Re: rank employees based on performances

    i can see that works thanks.
    but i was really hoping for a formula.

    is a pivot table the only way?

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    Re: rank employees based on performances

    Why don't you want to use a pivot table??

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    Re: rank employees based on performances

    because i dont want the "years", "quarters", or "date" options. plus the Grand Total is no use to me.
    but above all, i always have the perception that they're used to change the table to suit what you want to look at - and i dont need that.

    i just want 5 top employees based on the sheet 1 stats. and for it to stay like that (obviously if sales numbers change then the ranking changes accordingly).
    thats it.

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    Re: rank employees based on performances

    Quote Originally Posted by tallag View Post
    because i dont want the "years", "quarters", or "date" options. plus the Grand Total is no use to me.
    but above all, i always have the perception that they're used to change the table to suit what you want to look at - and i dont need that.

    i just want 5 top employees based on the sheet 1 stats. and for it to stay like that (obviously if sales numbers change then the ranking changes accordingly).
    thats it.
    So get rid of the page filters, and the Grand Total. You can format the table to look any way you like, then that's it - it displays exactly what you want, in the way you want. there's no compulsion to do anything more or less with it...

    It does exactly as you wanted, you just have to refresh the table when your source data has changed.
    Attached Files Attached Files

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    Re: rank employees based on performances

    thanks.
    is there any way the table can update itself when the source data has changed?
    currently my workbook is COMPLETELY automatic. i would hate to change that and require some manual 'input'

    i really appreciate your help mate

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    Re: rank employees based on performances

    Easiest way - use the following code for Sheet2:

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    This will refresh the pivot table every time the worksheet is activated, and automatically keep it updated.

    You're welcome.
    Attached Files Attached Files

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    Re: rank employees based on performances

    Pivot table is a great suggestion in this case. If you insist to use formulas we can do this easily using a helper and hidden column.
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    Re: rank employees based on performances

    The only thing to do is refresh the pivot table.

    That's to much?

    Excel 2007 => Data => Refresh
    Notice my main language is not English.

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    Re: rank employees based on performances

    thats exactly what i was thinking Fotis.

    surely with a few helper columns this can work and be completely automatic (without the use of vba)
    have a column of employee ID
    next to it have a column that adds all the individual employee sales (this will update automatically as more data is added)
    and next to that have a ranking formula based on the number of sales.

    then in the 'top 5' section, you can have a formula that links the ranking number to the employee ID and lists them in descending order.

  12. #12
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    Re: rank employees based on performances

    Using the example sheet of OllyXLS(thank you), do this.

    In sheet1! E2 use this formula and copy down. This will be the hidden column.

    Formula: copy to clipboard
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    In B2 of another sheet, use this.

    Formula: copy to clipboard
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    In A2, this one.

    Formula: copy to clipboard
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    Both copy down as you need.

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    Re: rank employees based on performances

    perfect fotis. thats exactly what i was hoping for.
    i knew it could be down with formulas.

    however, im now trying to apply it to my own worksheet and im just getting 0 values in employee ID and total sales on the second sheet.
    (btw, my employee ID's are numbers not letters).

  14. #14
    Forum Expert Fotis1991's Avatar
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    Re: rank employees based on performances

    How can i know how your real workbook looks like?

    If you want pls upload a small sample workbook for testing showing what have you done until now.

    Attach a sample workbook. Make sure there is just enough data to make it clear what is needed. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are demonstrated, mock them up manually if needed. Remember to desensitize the data.

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

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    Re: rank employees based on performances

    can you first tell me whether having numbers for employee ID will prevent the INDEX formula from working

  16. #16
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    Re: rank employees based on performances

    There is no problem for id to be text or numbers or mixed.

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    Re: rank employees based on performances

    here you go.

    thanks
    Attached Files Attached Files

  18. #18
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    Re: rank employees based on performances

    The only that you have to do is to modify(a little) the formula in AF17.

    You have

    Formula: copy to clipboard
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    Do it.

    Formula: copy to clipboard
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    Notice that as you copy down the bold part of the formula, becomes AD2,AD3,AD4....etc. These are the first instance, then the second etc...

    Is it clear now?

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    Re: rank employees based on performances

    nothing short of a genius.

    cheers buddy

  20. #20
    Forum Expert Fotis1991's Avatar
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    Re: rank employees based on performances

    You are welcome and thanks for the feed back.

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