This is last part of Profit & Loss Reporting using Excel series, written by Yogesh
Data sheet structure for Preparing P&L using Pivot Tables
Preparing Pivot Table P&L using Data sheet
Adding Calculated Fields to Pivot Table P&L
Exploring Pivot Table P&L Reports
Quarterly and Half yearly Profit Loss Reports in Excel
Budget V/s Actual Profit Loss Report using Pivot Tables
This is continuation of our earlier post Preparing Quarterly and Half yearly P&L using grouping option. You can also do budget v/s actual comparison using Pivot Tables.
For this we have to add one more column to our data. I have added column Data Source to the end of data table. Existing data is marked as Actual and I have added more data rows which are marked as Budget. You can download new file with updated data and basic Pivot P&L
File : Updated Data with Budget.xls [mirror]
We will convert this basic P&L report into Budget V/s Actual Comparison with following steps
Step 1 – Change data source / increase data range
Click PivotTable Tools > Change Data Source
Update Table range as Data!$A$1:$O$481.
Now your P&L report will show single figure which included budget and actual both. We will separate them in our next steps.
Step 2 – Separate Budget and Actual by adding Data Source filed to the column area
You can drag and show Budget column before the Actual . Hide the GrandTotal column by right click on GrandTotal > Click Remove GrandTotal
Step 3 – Add calculated item
Select Data Source filed then Click PivotTable Tools > Formulas > Calculated Item
In case you forget to select Data Source filed on PivotTable , calculated item will remain disabled. So make sure that you have selected Data Source filed before getting calculated item option
You may get error message like above saying “This PivotTable report field is grouped. You cannot add calculated item to grouped filed.”
This is due to grouping we have done in our PivotTable, you will need to ungroup all those fields before adding calculated item.
Once you have ungrouped all the grouped fields you will be able to add calculated item.
- Name : Variance
- Formula : Actual – Budget
- Click Add > OK
Now your budget vs actual PivotTable P&L Report is ready.
Do not forget to hide GrandTotal Column otherwise Pivot Table will add values of calculated item ( Variance) also to it. PivotTable Report treats calculated item as another row. So you need to be careful while using them, avoid using total values. These can mislead you.
The final Budget vs. Actual Profit Loss Report:
The final version of the report should look like this:
Download Final Budget vs. Actual Pivot Report
Click here to download the pivot report example file and play with it. [Mirror]
What Next?
This is final post on this series.
Meanwhile, make sure you have read the first 5 parts of this series – Data sheet structure, Preparing P&L Pivot Table, Adding Calculated Fields, Exploring Profit Loss Report Pivot and Quarterly and Half yearly Profit Loss Reports in Excel.
Also check out the Excel Pivot Tables – Tutorial, Pivot Table Tricks, Grouping Dates in Pivot Reports and Budget vs. Actual Charts articles to get more ideas
Thank you Yogesh:
- Many Thanks to Yogesh for these excellent posts on Pivot Reports. He used his industry knowledge, expertise to teach us several valuable lessons. Thank you Yogesh.
- Please share your feedback and ideas for this series using comments. Yogesh and I will reply to your questions.
Yogesh is an accountant with 13 years of experience in India and abroad. His specialties are budgeting and costing, supplier accounting, negotiation of contracts, cost benefit analysis, MIS reporting, employees accounting. He writes about excel at http://www.yogeshguptaonline.com/
19 Responses to “How to Distribute Players Between Teams – Evenly”
An excellent solution, especially for large data sets.
Another solution without using solver would be to assign the player with the highest score to Team 1, the 2nd to team 2, 3rd to team 3, 4th to team 3, 5th to team 2, 6th to team 1, 7th to team 1 and it continues. This method would end up with a Std Dev of 0.001247219. This works best with a distribution with lower Std Dev for the dataset.
Full Disclosure: this is not my idea, remember reading something a few years ago. Think it may have been Ozgrid
thinking back I now remember why I read about it. About 10 years back I had to distribute around 300 team members into 25-30 odd teams. Used this method based on their performance scores. I used the method I described to do this and the distribution was pretty fair.
Solver would have saved me a ton of time though 🙂
I think the issue with you first Solver approach was that you took the absolute value of the sum of team deviations (which should always be zero except for rounding) instead of the sum of the absolute values (which is a reasonable measure of how unbalanced the teams are).
Here's another simple algorithm you could use: you start from the top (with players sorted from high to low), and at each step allocate the next player to whichever team has the smallest total so far. You can implement it dynamically with some formulas so it will update automatically when the data changes.
If the scores were more widely distributed (so that this might end up with not all teams the same size), you could add a constraint to only pick among the teams which currently have fewest players at each step, or just stop adding to any team when it hits its quota.
When I tried it on the sample, I got the three teams below, with a STDEV of 0.000942809 (i.e. about half of what Solver got to).
Team 1: John, Hugo, Tom, Josh, Eric, Zane, Charles, Andrew
Team 2: Barry, Michael, Kenny, Joe, Xavier, Patrick, Oliver, William
Team 3: Henry, Steven, Ben, Frank, Kyle, Edward, Cameron, Lachlan
Thanks for sharing!
Hi,
I was looking at all the solutions and this is closest to what I intended to do. I am dividing a bunch of players into 3 soccer teams. Players availability is also a factor while deciding the teams.
So the steps the excel needs to do is as follows:
1) In availability column if "yes" go to next
2) Equally divide 'Goalkeepers', 'Strikers', 'Defenders' basis their quality
So the end result gives each 3 teams a balance of players playing at different positions.
Can this be done on Google spreadsheet with only availability as an input from the user and rest calculates by itself.
Sorry for asking such a pointed question, but I have been struggling to find a solution for it for sometime now!
Hi Ishaan,
I am working on a similar problem at the moment, so I am wondering if you ever found a solution and if you are willing to share what you did.
Hi everyone, this is a variation of the famous Knapsack Problem https://en.wikipedia.org/wiki/Knapsack_problem.
I had to use a VBA implementation recently as part of a problem, where we ar trying to allocate teams of an organization into different locations (we are a large company with many different team). The goal was to optimally allocate teams to individual buildings without putting too many teams into one building and not splitting teams apart.
As we had around 400 teams of different sizes, solver couldn't handle it anymore. Luckily there is a Knapsack algorithm implementation in VBA readily available on the internet :).
I also went with a heuristic approach first!
An interesting mathematical solution but what if Eric and Xavier can't stand each other or Patrick is best friends with Steven - the real life problems that effect "even" teams.
@Joe
You can add more criteria like
If Eric and Xavier can't stand each other
=OR(AND(E15=1,E16=1),AND(F15=1,F16=1),AND(G15=1,G16=1))
It must be False
If Patrick is best friends with Steven
=OR(AND(E5=1,E17=1),AND(F5=1,F17=1),AND(G5=1,G17=1))
It must be True
Note that the 2 formulas above are exactly the same
except for the ranges
One must be True = Friends
One must be False = Not Friends
Nice Post!
Just one question What if number of players are not even or equally divisible.
Nice post Hui!
I download your workbook and just try to change in options the Precision Restriction from 10E-6 to 10-8 and the Convergence from 10E-4 to 10E-10. The process take almost the same time, but the results was great.
The standard deviation I got was 0,000471.
Team 1: John, Tom, Kenny, Frank, Eric, Xavier, Edward, Zane
Team 2: Steven, Hugo, Ben, Joe, Josh, Oliver, Cameron, William
Team 3: Barry, Henry, Michael, Kyle, Patrick, Charles, Andrew, Lachlan
Great application of Solver! Thanks for the link!
Great explanation. Well done... However, I tried with 6 teams of 4 players and solver never did finish.
How about vba code for the same data set.
I have 3 column A B C wherein A has text and B has number Wherein C is blank. And in C1 been the header C2 where I want the name to come evenly distributed the number which is in Column B.
My Lastcolumn is 1000.
Sorry if I'm being slow here, but how is 'Team Score' calculated? I've gone through the explanation several times but it seems to just appear.
@Hrmft
This process uses the Solver Excel addin
Solver is effectively taking the model and trying different solutions until it gets a solution that meets all the criteria
Then solver puts the solution into the cell and moves to the next cell
So yes it appears to "just appear"
Hi ! Thank you so much ! Works great 🙂
I cannot get the fourth Equation to work in my excel spreadsheet
You have =($E$2:$G$25=0)+($E$2:$G$25=1)=1 as a SUMIF solution, I have, =($F$2:$H$13=0)+($F$2:$H$13=1)=1 as my solution but it does not work. The only thing I changed is the ranges. Any suggestions?
Thank you.
Jim
I cannot get the fourth Equation of TURE or FALSE statements to work in my excel spreadsheet You have =($E$2:$G$25=0)+($E$2:$G$25=1)=1 as a SUMIF solution, I have, =($F$2:$H$13=0)+($F$2:$H$13=1)=1 as my solution but it does not work. The only thing I changed is the ranges. Any suggestions?
Sorry I left some of it out in the previous question,
Thank you. Jim