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Need help with interpreting data export on daily results of data entry.

  1. #1
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    Need help with interpreting data export on daily results of data entry.

    I have a set of data that is an export of a phone system reporting tool. The data is a result of admins who move incoming calls to available agents during busy times. Job duties are the CMS user (column A) makes changes to agents’ profiles to move incoming calls to agents (entity in column D). The Expectation for the CMS User (column A) is they need to remove the call ID attached to that call after they add it. When adding a call ID the response type in column G displays “Pending” and when the call ID is removed the response type, in column G, displays “Success”.

    My goal is to determine the success rate of them adding and removing as a measurable goal. The hope is to be 100% as much as possible.

    I have included a subset of the raw data on one tab and put this data into a pivot to view. I have a formula in column G with the goal to help me, but it is not doing what I need without manually touching each day % success rate and ultimately a monthly success rate

    The formula in column F[*] If B6 is a date I want it to grab sum of totals from column F before the next date (in column B) and make is a % sum of total in column F sum/E5 value.[*] If C6 value is equal to D6 then display total value from E6[*] If C6 does not equal D6 then display no values in F6

    Current formula listed works partially--=IF((@CELL("format",B6)="G")*(C6<>D6),"",E6)

    Thank you for your help.
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  2. #2
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    Re: Need help with interpreting data export on daily results of data entry.

    Perhaps this will work although I changed the layout of the pivot table to Tabular and used two formula filled columns instead of one.
    1. Repeat the date in every row of pivot table
    2. The column that displays the sum of pending and success, when they are equal, is populated using: =IF(E5=F5,SUM(E5:F5),"")
    3. The column that displays the percentage is populated using: =IF(C5<>C4,SUMIFS(H$5:H$50,C$5:C$50,C5)/SUMIFS(G$5:G$50,C$5:C$50,C5),"")
    Let us know if you have any questions.
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  3. #3
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    Re: Need help with interpreting data export on daily results of data entry.

    Great solution- thank you

  4. #4
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    Re: Need help with interpreting data export on daily results of data entry.

    You're Welcome. Thank You for the feedback and for marking the thread as 'Solved'. I hope that you have a blessed day.

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