Monitoring Monthly Service Levels using Excel Charts [Example]

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Recently, I wrote a tutorial on tax burden in USA chart.

Jared, One of our readers liked this chart very much. Jared works as a workforce scheduler and has data similar to our chart. So he applied the same technique to analyze monthly service levels for last 7 years & sent me the file so that I can share it with all of you.

Monthly service levels in last 7 years – Demo:

First take a look at the demo of Jared’s chart.

Monitoring service levels over last 7 years - Excel Chart by Jared - Demo

 

Recipe of this chart

This chart construction is similar to our Tax burden chart. Only addition is the cool scroll bar at bottom to see any month’s service level across years.

How does the scroll bar work?

  1. If you have never used scroll bar or any other form controls, read our introduction to form controls page.
  2. The chart has one extra series that shows selected month’s value and a bunch of #N/As.
  3. Scroll bar is setup to have minimum 1, maximum 12 and is linked to a cell.
  4. Based on scroll-bar selection, we turn on one of the months and make the rest of values NA()
    1. Using a simple IF formula
  5. For this extra series, Jared added 100% negative error bar so that a nice drop line is shown when you select a month.

That is all.

Download Jared’s Example and get inspired

Click here to download this workbook. Play with it to learn more. Use this idea in your work and impress someone. Become awesome.

Do you like this example? Say thanks to Jared…

I really loved Jared’s creativity and simple solution. Not to mention his kindness to share this with me and all of you. This shows that by using easy features like scroll bars, slicers, regular charts we can create something that is stunning, meaningful and powerful – right inside Excel.

What about you? Do you like this example? If you learned something new, say thanks to Jared for sharing this with us.

PS: If you want to share your story of how you use Excel to do something awesome, please email me. I am eager to learn from your examples and share your stories on Chandoo.org.

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12 Responses to “29 Excel Formula Tips for all Occasions [and proof that PHD readers truly rock]”

  1. Peder Schmedling says:

    Some great contributions here.
    Gotta love the Friday 13th formula 😀

  2. Aires says:

    Great tips from you all! Thanks a lot for sharing! bsamson, particularly you helped me on a terribly annoying task. 🙂

    (BTW, Chandoo, it's not exactly "Find if a range is normally distributed" what my suggestion does. It checks if two proportions are statistically different. I probably gave you a bad explanation on twitter, but it'd be probably better if you fix it here... 🙂 )

  3. John Franco says:

    Great compilation Chandoo

    For the "Clean your text before you lookup"
    =VLOOKUP(CLEAN(TRIM(E20)),F5:G18,2,0)

    I would like to share a method to convert a number-stored-as-text before you lookup:

    =VLOOKUP(E20+0,F5:G18,2,0)

  4. Chandoo says:

    @Peder, yeah, I loved that formula
    @Aires: Sorry, I misunderstood your formula. Corrected the heading now.
    @John.. that is a cool tip.

  5. Eric Lind says:

    Hey Chandoo,

    That p-value formula is really great for a statistics person like me.

    What a p-value essentially is, is the probability that the results obtained from a statistical test aren't valid. So for example, if my p value is .05, there's a 5% probability that my results are wrong.

    You can play with this if you install the Data Analysis Toolpak (which will perform some statistical tests for you AND provide the P Value.)

    Let's say for example I've got two weeks of data (separated into columns) with the number of hours worked per day. I want to find out if the total number of hours I worked in week two were really all the different than week one.

    Week1 Week2
    10 11
    12 9
    9 10
    7 8
    5 8

    Go to Data > Data Analysis > T-Test Assuming Unequal Variances > OK

    In the Variable 1 Box, select the range of data for week 1.
    In the Variable 2 Box, select the range of data for week 2.
    Check "Labels"
    In the Alpha box, select a value (in percentage terms) for how tolerant you are of error.

    .05 is the general standard; that is to say I am willing to accept a 95% level of confidence that my result is accuarate.

    Select a range output.

    Excel calculates a number of results: Average (mean) for each week's data, etc.

    You'll notice however that there are two P Values; one-tail and two-tail. (one tail tests are for > or .05), the number of hours I worked in week two is statistically equivalent to the number of hours I worked in week one.

    So here’s a way you might want to use this. You put up a new entry on your blog. You think it’s the best entry ever! So you pull your webstats for this week and compare it to last week. You gather data for each week on the length of time a visitor spends on your website. The question you’re trying to prove statistically is whether there’s an average increase in the amount of time spent on your website this week as compared to last week (as a result of your fancy new blog post). You can run the same statistical test I illustrated above to find out. Incidentally, it matters very little to the stat test whether the quantity of visitors differs or not.

    Anyhow, the Data Analysis toolpack doesn't perform a lot of stat tests that folks like me would like to have access to. In those cases I have to either use different software, or write some very complicated mathematical formulas. Having this p-value formula makes my life a LOT easier!

    Thanks!

    Eric~

  6. Balaji OS says:

    Fantastic stuf..One line explanation is cool.
    Thanks to all the contributors

    OS

  7. Locke says:

    Take FirstName, MI, LastName in access (you can fix it to work in excel) capitalize first letter of each and lowercase the rest and add ". " if MI exists then same for last name:
    Full Name: Format(Left([FirstName],1),">") & Format(Right([FirstName]),Len([FirstName])-1),"") & ". ","") & Format(Left([LastName],1),">") & Format(Right([LastName],Len([LastName])-1),"<")

    I teach excel, access, etc etc for a living and i have my access students build this formula one step at a time from the inside out to show how formulas can be made even if it looks complicated. Yes I know I could just do IsNull([MI]) and reverse the order in the Iif() function but the point here is to nest as many functions as possible one by one (also I illustrate how it will fail without the Not() as it is)

  8. Johan says:

    Extract the month from a date
    The easiest formula for this is =MONTH(a1)
    It will return a 1 for January, 2 for February etc.

  9. anjali says:

    if in a column we write the value of total person for eg. 10 if we spent 1.33 paise each person then how we get total amount in next column and the result will in round form plzzzzz solve my problem sir................... thank u

  10. Hui... says:

    @Anjali

    If the value 10 is in B2 and 1.33 paise is in C2 the formula in D2 could be =B2*C2

    If the values are a column of values you can copy the formula down by copy/paste or drag the small black handle at the bottom right corner of cell D2

  11. sajid says:

    kindly share with me new forumulas.

  12. Biswajit Baidya says:

    How to convert a figure like 870.70 into 870 but 871.70 into 880 using excel formula ? Please help.

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