Using the RYG "Yes, Hold, No Decision" and want to calculate based on staff assigned to

Our sheet has a status column with the RYG "Yes, Hold, No Decision" icons. There is another column labled "Staff" that lists which team the tasks is assigned to.

I'd like to, in the Sheet Summary, Have a count and/or percentage of each yes, hold, or no decision for each type of staff selection available in that columns dropdown (Client Super User Team, AZZLY Team - Proj. Coord. or Implementation Specialist, Client Super User Team - Billers, and AZZLY Team RCM).

Is it possible to calculate based on the staff role available in the staff dropdown to get a percentage of RYG, yes hold no decision, so that we can see the progress that each staff group has made?

Here is an example of the sheet:


Tags:

Answers

  • MariaG
    MariaG ✭✭

    To update,

    AZZLY Team - Proj. Coord. or Implementation Specialist has been updated to "AZZLY Team Proj Coord or IS" and there is also a staff selection titled "Client Super User with Medical Staff Involvement"

  • Danielle Arteaga
    Danielle Arteaga ✭✭✭✭✭✭

    In your Sheet Summary, you'll need to create a field for each team / status you want to measure. For example: [Client Super User Team - Yes], [Client Super User Team - No], [Client Super User Team - Hold].

    In that field, place this formula:

    =COUNTIFS(Status:Status, "yes", Staff:Staff, "Client Super User Team") / COUNT(Status:Status)

    (the text between the quotation marks has to match the drop down options in your [Staff] column exactly)

    Then format the field as a percentage.

    I did this directly on a sheet so you can see the logic:

    Each entry in the [Team and Status] column would be a field in your sheet summary.