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Determine percentage of target based on two dates

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    Determine percentage of target based on two dates

    I'm trying to track a metric regarding meeting artifact delivery committments and need assistance in calculating the percentage between two dates - Target Date and Delivery Date.

    Metrics
    Marginal : metric less than .90
    Review : metric between .90 - .93
    Effective : metric between .94 - .97
    Good : metric between .98 and 1.00
    Outstanding : 1.00 plus 10% of commitments delivered ahead of schedule


    Any thoughts on how this might be accomplished?
    Last edited by Annabelle; 04-28-2011 at 12:48 PM.

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    Re: Determine percentage of target based on two dates

    So what are some examples of inputs and some examples of expected outputs?
    Where there is a will there are many ways.

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    Re: Determine percentage of target based on two dates

    You have provided a glimpse into what you need but I'm having trouble reconciling the fact that you want a "percentage between two dates" vs. the rating scale you provided.

    Are Target Date and Delivery Date both relative to the same Start Date? Or is there also a Target Start and and Actual Start?

    Once you have the percentage for a specific event, do you want to rate each one individually on the scale you provided? Or do you want to average them all to get a single rating? Or do you you simply want to determine a percentage of how many events completed on or ahead of schedule?

    The way that I would calculate a percentage is

    (Actual Finish - Actual Start)/(Target Finish - Target Start)

    This is just straightforward arithmetic using dates
    =(A2-A1)/(B2-B1)

    If the Actual Start is always the same as the Target Start then you can adjust the formula accordingly
    =(A2-A1)/(B2-A1)

    However, this is upside down from your rating scale. .90 means you completed the task in 90% of what was planned but you call that "marginal", and 1.00 (exactly on time) is "Outstanding".

    Is your metric actually the percentage of tasks that completed before the target date?
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    Re: Determine percentage of target based on two dates

    I'm really interested in the accuracy for delivering on time, thus my focus has been on the target date (when I said I would deliver) vs. the complete date (the date I did deliver). Here is more detail:

    For example, if the Target column date was 03/31/11 and the Complete
    column date 03/31/11, then the Metric column would read as "1.00". If
    the Complete column was any date sooner than the Target date, the
    Metric would be higher than "1.00"; for a Complete date later than the
    Target date, such as 04/06/2011, then the Metric would be under than
    "1.00"


    Target = K4 (mm/dd/yy)
    Complete = L4 (mm/dd/yy)
    Metric = M4 (0.00%)


    NOTE: My metrics have been provided to me, now I'm trying to determine how to capture that information. Perhaps I need to adjust my approach. I've attached a partial screenshot of my spreadsheet.
    Last edited by Annabelle; 04-14-2011 at 04:59 PM.

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    Re: Determine percentage of target based on two dates

    To calculate your metric we will use

    (Target Duration-Actual Duration)/Target Duration

    or

    =((K4-J4)-(L4-J4))/(K4-J4)

    This looks like a job-type of thing, so I'm going to suggest you count only working days for durations.

    =(NETWORKDAYS(J4,K4)-NETWORKDAYS(J4,L4))/NETWORKDAYS(J4,K4)

    1.0 means you are exactly on target; lower means worse, higher means better. (This is analogous to the Schedule Performance Index used in Earned Value Measurement System.)

    Is that what you want to show up in your Metric column? Or do you want the word that indicates the range that this number falls into? The problem with "Outstanding" is that it aggregates multiple items, and I don't know what you want to aggregate. (The others are meaningful just for a single item.)

    As NBVC noted it would help if you could show what results you are looking for.

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    Re: Determine percentage of target based on two dates

    Thank you both for your responses. I want the actual percentage number to appear, then I'll use conditional formating to highlight any numbers above or below the target. Per below, if I deliver on the same date I said I would deliver, then the number in the METRIC cell would be 1.00.

    Target_______Complete_____Metric
    03/31/2011___03/31/2011____1.00

    Metrics
    Marginal : metric less than .90
    Review : metric between .90 - .93
    Effective : metric between .94 - .97
    Good : metric between .98 and 1.00
    Outstanding : 1.00 plus 10% of commitments delivered ahead of schedule

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    Re: Determine percentage of target based on two dates

    I'm looking for a question in there somewhere...does the formula I provided do that for you?

    Also, for the Outstanding status, it looks like it has to take into account all of the events, not just one. So the formula to determine whether you are Outstanding would have to use COUNT and COUNTIF to see if >10% of your metrics are >1.0.

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    Re: Determine percentage of target based on two dates

    I was able to resolve this problem by including the Start date. Sharing the solution fo anyone else who my come across this problem. I appreciate the assistance to get me here.

    =IF(ISERROR(1-((NETWORKDAYS(L4,J4)-NETWORKDAYS(K4,J4))/NETWORKDAYS(K4,J4))),"",1-((NETWORKDAYS(L4,J4)-NETWORKDAYS(K4,J4))/NETWORKDAYS(K4,J4)))

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    Re: Determine percentage of target based on two dates

    Thanks for posting your solution,

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    Re: Determine percentage of target based on two dates

    Thanks guys, I have this similar issue....reading this forum has helped but in applying it, i want my results to be reducing from 100% - 0% when the target is not met. Any help please?

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    Re: Determine percentage of target based on two dates

    PWinkz, unfortunately your post does not comply with Rule 2 of our Forum RULES. Do not post a question in the thread of another member -- start your own thread.

    If you feel an existing thread is particularly relevant to your need, provide a link to the other thread in your new thread.

    Old threads are often only monitored by the original participants. New threads not only open you up to all possible participants again, they typically get faster response, too.

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