Forum Discussion
creating a top of the charts board
hey guys, I produce a leaderboard each month for our top salespeople. its been run the same way for years. but I wanted to give it an overhaul but coming up against my poor excel know-how. I want to create a "top of the charts" league with each individual results with an arrow up and down to show if they have moved in the charts month vs month, ideally with a figure. eg. UP6 or DOWN3
I hope it will be more motivating to our newer starters to see if they are moving up.
this is how I have the table set up so far. I receive the raw data once a month and I create a simple pivot table to show:
| sales person | deals year to date (Nov) | Month | Positon | sales person | deals year to date (Oct) | Month | Position | Change |
| Sales Person A | 808021.9 | Oct | 1 | Sales Person A | 769494.2 | Sept | 1 | |
| Sales Person B | 764431.1 | Oct | 2 | Sales Person C | 646092.8 | Sept | 2 | |
| Sales Person C | 656019.5 | Oct | 3 | Sales Person B | 544869.5 | Sept | 3 | |
| Sales Person D | 450066.2 | Oct | 4 | Sales Person E | 432537.1 | Sept | 4 | |
| Sales Person E | 443488.1 | Oct | 5 | Sales Person F | 426903.7 | Sept | 5 | |
| Sales Person F | 442634.9 | Oct | 6 | Sales Person E | 322833.9 | Sept | 6 |
7 Replies
Here's the same solution, except using LET to shorten the formula. My first opportunity to use that new function.
Here's the original:
=IFS(
MATCH(A2,$F$2:$F$7,0)=D2,"Steady",
MATCH(A2,$F$2:$F$7,0)<D2,"Down"&TEXT(D2-MATCH(A2,$F$2:$F$7,0),"0"),
MATCH(A2,$F$2:$F$7,0)>D2,"Up"&TEXT(MATCH(A2,$F$2:$F$7,0)-D2,"0")
)
And here it is using LET, which is a way to take that function MATCH(A2,$F$2:$F$7,0) and replace it with MtchVal
=LET(MtchVal,MATCH(A2,$F$2:$F$7,0),
IFS(
MtchVal=D2,"Steady",
MtchVal<D2,"Down"&TEXT(D2-MtchVal,"0"),
MtchVal>D2,"Up"&TEXT(MtchVal-D2,"0")
)
)
- Mathetes, thank you. I will study this tomorrow.
I will see if I can spot the sequence and apply it to my original with 80 sales people. Thanks again for providing the answer.
NickMy solution does depend on the fact that your prior month is sorted in order by their rank in that month. (That's what the MATCH function looks at, coming up with their prior rank based on where they were in the array)
It would also be possible to look at the prior rank number and do the math comparing current rank with that number......
And, of course, presuming that there are new hires and turnover, you could add other conditions to the IFS function to cover "New" -- no need for a label to apply to somebody who has left employment.
I changed the sequence of your columns, just because it made more sense to me to show the change in connection with the most recent month's results. The idea behind the formula, though, could still work in the layout you originally had.
This is no doubt also a great example of where the new LET function would be useful. I didn't use it because I have no experience yet, but for my own learning I will go and try it. It would make the formula less lengthy, since it would no longer be necessary to repeat the "MATCH" function so many times.
