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Weighted Average for multiple sheets

  1. #1
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    Weighted Average for multiple sheets

    I'm trying to calculate a weighted average for 1) the team and 2) for individuals across multiple sheets. The multiple sheet represents an individuals (see below and the data it contains) and for the team summary it is found in sheet 1. In row 8 below on sheet 1, I'm trying to calulate the weighted average by quarter ie Q1, Q2, Q3, Q4 for the entire team (Z1, Z2, Z3, Z4) and for the year (Z5). the unique identifier is the combination of year and quarter. The weight is simply the number of deals done. What formula or set of formula can I use for across multiple sheets to calculated the weighted average? Thx

    By changing the 2016 number on sheet 1, all the numbers should update.


    Sheet 1 – Summary sheet
    Current Year: 2016

    A B C D E F
    1. Q1 Q2 Q3 Q4 Annual Average
    2. Name of person 1 75% 85%
    3. Name of person 2 X1 X2
    4. Name of person 3 Y1 Y2
    5. .
    6. .
    7. .
    8. Team Weighted Avg. Z1 Z2 Z3 Z4 Z5

    _______________________________________________

    Sheet 2 – Name of Person 1

    9. A B C D E
    10. Deal Year date Qtr Percentage
    11. 1 2016 Feb 1 Q1 70%
    12. 2 2016 Mar 1 Q1 80%
    13. 3 2016 Apr1 Q2 80%
    14. 4 2016 May 1 Q2 90%


    Sheet 3 – Name of Person 2
    Repeat of the above (Sheet 2) in terms of how data is organized

  2. #2
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    Re: Weighted Average for multiple sheets

    This assumes that:
    Year is in A1
    Q1 is in B1
    Q2 is in C1
    .etc....
    The names starting in A2 are the same as appear on the sheet tabs
    No data extends beyond row 500 on any sheet.

    In B2, enter

    =IFERROR(SUMPRODUCT((INDIRECT("'"&$A2&"'!B2:B500")=$A$1)*(INDIRECT("'"&$A2&"'!D2:D500")=B$1)*INDIRECT("'"&$A2&"'!E2:E500"))/SUMPRODUCT((INDIRECT("'"&$A2&"'!B2:B500")=$A$1)*(INDIRECT("'"&$A2&"'!D2:D500")=B$1)),"No deals")

    and copy to C2, D2, and E2.

    In F2, use

    =IFERROR(SUMPRODUCT((INDIRECT("'"&$A2&"'!B2:B500")=$A$1)*INDIRECT("'"&$A2&"'!E2:E500"))/SUMPRODUCT((INDIRECT("'"&$A2&"'!B2:B500")=$A$1)*1),"No deals")

    But for the team, you need to know the number of deals for each member by quarter, so use this in G2:J2

    =SUMPRODUCT((INDIRECT("'"&$A2&"'!B2:B500")=$A$1)*(INDIRECT("'"&$A2&"'!D2:D500")=B$1))

    Then copy all your formulas down.

    Then use simple weighted averages based on the table of formulas to get team numbers for the year.
    Bernie Deitrick
    Excel MVP 2000-2010

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