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Data analysis on %variance reporting wanted - maybe pivot tables?

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TaranakiGirl Data analysis on %variance... 06-24-2020, 06:17 PM
JeteMc Re: Data analysis on... 06-25-2020, 07:34 PM
josephteh Re: Data analysis on... 06-27-2020, 11:42 PM
  1. #1
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    Data analysis on %variance reporting wanted - maybe pivot tables?

    The attached file shows a two week period of 3x shifts per day - Day, Afternoon & Night and variances in hours and % for each of these shifts. For reporting purposes we want to do some analysis on this data and I'm wanting some ideas and solutions on where to start eg pivot tables, data filters, lookups, a combination of these or??
    The full analysis is always on the previous 2 months of data - so there are multiple dates and days of the week and shifts to consider and analyse and report on.

    In the attached file G Column has conditional formatting which shows the values above the accepted variance % and below the accepted variance %
    Currently we use data filters on the G column for red coloured cells then filter the days of the week and then filter the shift and copy/paste the data into the report, and do this multiple times for the different combinations of day and shift. Its time consuming. I have heard of pivot tables but don't know much about them - would this work better for us?

    Outcomes we want are:
    * Identify if there are shifts which always have a negative variance % below the accepted negative variance of -8.5% eg Day shift, or Afternoon shift or Night shift over the previous 2 month period
    * Identify if there are shifts which always have a positive variance % above the accepted positive variance of 12.85% eg Day shift, or Afternoon shift or Night shift over the previous 2 month period
    * Identify if there are particular days and shifts in those days which always have a negative variance % below the accepted negative variance of -8.5% (ie is the Sunday night shift an issue to be reviewed because it always has a negative variance below the accepted negative variance?)

    Thank you for any help you can provide.
    Attached Files Attached Files

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    Re: Data analysis on %variance reporting wanted - maybe pivot tables?

    Hello TaranakiGirl and Welcome to Excel Forum.
    Perhaps the following will help.
    A row (3) is inserted so that the pivot table will select the proper range.
    A column (H) is added and populated using: =IF(G5>B$1,"Above",IF(G5<B$2,"Below",""))
    Also note that the Day of Week column on the Data sheet is populated using: =TEXT(A5,"dddd")
    All of the original fields are placed in the rows area of the pivot field list
    The new column (Above/Below Target), Day of week and Shift are filtered using slicers.
    Let us know if you have any questions.
    Attached Files Attached Files
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

  3. #3
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    Re: Data analysis on %variance reporting wanted - maybe pivot tables?

    To add to JeteMc, why not add a PivotChart?

    By the way, I believe the % Variance is wrong. The base should be column D. The formula for cell G5 should be "1-C5/D5".
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