Formula help with multiple variables
I would like to use a different sheet to aggregate data for the purposes of creating a dashboard.
I am trying to determine the number of minutes a person spends on a specific task for a specific month.
For example, I would like to know how many minutes Jane spent on emails in the month of January.
Sheet column headers are:
Minutes
Names
Task
Date
I am currently using the formula listed below but I would like to use the formula on a separate sheet. And I find this formula a little clunky to work with because I have 9 different tasks I am tracking metrics for - (i.e. email, phone calls, admin work) and 5 different people so it is very cumbersome to update every month.
=SUMIFS(Minutes:Minutes, Names:Names, ="Jane", Task:Task, "Emails", Date:Date, MONTH(@cell) = 1)
Any help would be greatly appreciated!
Best Answer
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I would suggest a helper column in the source sheet with a formula to check a box if that entry is for the current month.
=IF(AND(MONTH(Date@row) = MONTH(TODAY()), YEAR(Date@row) = YEAR(TODAY())), 1)
Then create a separate report for each task and group by person. You can create a summary field in the report to automatically sum up the hours and then use this report to populate your chart.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
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Are you wanting to just show basic numbers on your dashboard, or do you want graphs of some sort?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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I would like to use bar charts to report the team's productivity.
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I would suggest a helper column in the source sheet with a formula to check a box if that entry is for the current month.
=IF(AND(MONTH(Date@row) = MONTH(TODAY()), YEAR(Date@row) = YEAR(TODAY())), 1)
Then create a separate report for each task and group by person. You can create a summary field in the report to automatically sum up the hours and then use this report to populate your chart.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Thank you for your help!
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Happy to help. 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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