Forum Discussion

Copper Contributor

Dec 05, 2018

Solved

Balanced Scorecard Sliding Scale formula problem

I developed a balanced scorecard for my company. I have the formula almost working but its not 100% Context - If at Last year amount, value given should be 50% of total weight If at Plan, it sh...

Excell

IngeborgHawighorst
Dec 05, 2018
Hello,

your formula only has three levels and you hard code 35*0.75. There is nothing sliding here.

What calculation do you apply to arrive at "almost 35" for 299? Can you explain the logic in words?

It looks like you want to base the calculation on the ytd value as a percentage of the last year or plan value. So you may want to use

=IF(ytd>=stretch,35,IF(ytd>=plan,((35-((35/ytd)*plan))+35)*0.75, IF(ytd>=last_year,((35-((35/ytd)*last_year))+35)*0.5)))

Let me know if that helps.

IngeborgHawighorst

MVP

Dec 11, 2018

So, what result would you expect for decreasing values? Can you explain the logic in words?

Will_Sarty01

Copper Contributor

Dec 12, 2018

The final value should be the same. If I reach the Stretch, I get 100% of the allotted points, if I reach Goal, I get 75% of the allotted points, and if I het Last Year, I get 50% of the allotted points.

So, If we look at Profit Margin where an increase is what you want, your formula works as seen below:

=IF(ytd>=stretch,35,IF(ytd>=plan,((35-((35/ytd)*plan))+35)*0.75, IF(ytd>=last_year,((35-((35/ytd)*last_year))+35)*0.5)))

However, for Safety Accidents, Less is better and doesn't seem to calculate properly. Im thinking it is a BEDMAS issue maybe?

Safety Accidents (Lets us 35 as the allotted points for example)

Last year 200 accidents. In the formula, this should reflect 35 out of 35 points

Plan 150 accidents. In the formula, this should reflect 26.25 points

Stretch 100 accidents. In the formula, this should reflect 17.5 points

Will_Sarty01
Copper Contributor
Jan 02, 2019
Can anyone assist with the above problem? I hope I was able to explain it properly.

I have a balanced scorecard which I made and is almost perfect.

The following criteria are crucial:
Last Year - This is 50% of the allotted points
Plan - This is 75% of the allotted points
Stretch - This is 100% of the allotted points

So, If we look at Profit Margin, and the allotted point value is 35 where an increase is what you want, my formula which Ingeborg Hawighorst made for me works as seen below:
=IF(ytd>=stretch,35,IF(ytd>=plan,((35-((35/ytd)*plan))+35)*0.75, IF(ytd>=last_year,((35-((35/ytd)*last_year))+35)*0.5)))

However, for Safety Accidents, Less is better and doesn't seem to calculate properly. Im thinking it is a BEDMAS issue maybe?

Safety Accidents Data
Last year 200 Plan 150 Stretch 100

Safety Accidents (Lets us 35 as the allotted points for example)
Last year 200 accidents. In the formula, this should reflect 17.5 out of 35 points
Plan 150 accidents. In the formula, this should reflect 26.25 points
Stretch 100 accidents. In the formula, this should reflect 35 points

The formula above seen in the Profit Margin does not work if the values are decreasing. It may be an order of operations error because the values are decreasing not increasing.
Will_Sarty01
Copper Contributor
Dec 20, 2018
Hope all is well Ingeborg. I thank you for your help thus far. Do you have any questions regarding my last explanation?

Thanks again!