**Question description:**

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Need a spreadsheet for a performance review 1-5 with explanations. I would like to have the scores sum at the end

Solved by K. U. in 50 mins

This is the chat thread from the real Excelchat help session. It contains no private user
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Excelchat Expert
31/07/2018 - 03:45

Hi

User
31/07/2018 - 03:45

Hello

User
31/07/2018 - 03:45

I would like to have either radio buttons or a drop down list in the field next to RATING

Excelchat Expert
31/07/2018 - 03:46

sure

User
31/07/2018 - 03:46

Those are the options

Excelchat Expert
31/07/2018 - 03:47

you are building the excel for the peformace from the start?

User
31/07/2018 - 03:47

To get even more tricky, I would like the value selected in the rating box to convert to a number in C1

User
31/07/2018 - 03:47

Yes, from scratch

Excelchat Expert
31/07/2018 - 03:48

So let start from the top..!st will you have individual sheet for each employee?

Excelchat Expert
31/07/2018 - 03:48

Usually there is a list of enployee followed by a list of things you want to rate them on

Excelchat Expert
31/07/2018 - 03:48

employee

User
31/07/2018 - 03:48

In my perfect world, I will send the spreadsheet to the supervisor that will complete and email back to me.

User
31/07/2018 - 03:49

I will type the name into the name box.

Excelchat Expert
31/07/2018 - 03:49

oh ok then what are the points on which your rated like here you have aAttitude

User
31/07/2018 - 03:49

Everything will be scored 1-5

Excelchat Expert
31/07/2018 - 03:50

so in the drop down you want 1-5 to be displayed along with the explanation?

User
31/07/2018 - 03:50

The "Supervisor Comments" will be a free form box to type anything valuable or to explain.

User
31/07/2018 - 03:50

Yes

Excelchat Expert
31/07/2018 - 03:51

hmm how about next to it?

Excelchat Expert
31/07/2018 - 03:51

can the description come next to the rating box?

User
31/07/2018 - 03:51

I know how to make it a drop down but I don't know how to make the Score number sum what the total is

User
31/07/2018 - 03:51

Yes, next to is perfect!

User
31/07/2018 - 03:51

I just need 3 to be meets expectations, etc.

Excelchat Expert
31/07/2018 - 03:52

got it..

Excelchat Expert
31/07/2018 - 03:52

now Score is just waht you would select in rating?

Excelchat Expert
31/07/2018 - 03:52

1-5?

User
31/07/2018 - 03:53

Yes, the supervisor selects the score in the rating box and then the score adds up all of the different topics (attitude, perfomance, customer service, etc)

Excelchat Expert
31/07/2018 - 03:53

how would you want the topics to be displayed

User
31/07/2018 - 03:53

radio button or drop down.

User
31/07/2018 - 03:54

Oh, topics, will be listed

Excelchat Expert
31/07/2018 - 03:54

where will perfomance come based on that i can build the formula

User
31/07/2018 - 03:54

THey will rate attitude first, then perfomance below and below that will be customer serivce

User
31/07/2018 - 03:55

Make sense/

Excelchat Expert
31/07/2018 - 03:56

yes

Excelchat Expert
31/07/2018 - 03:56

perfect

Excelchat Expert
31/07/2018 - 03:56

so score is individual?

User
31/07/2018 - 03:57

Each topic has an individual and then a Grand total at the bottom

Excelchat Expert
31/07/2018 - 03:57

ok give me few min to work on it please stay here

User
31/07/2018 - 03:57

OK, thanks

User
31/07/2018 - 04:02

No pressure, but time is ticking. What happens at 0:00

Excelchat Expert
31/07/2018 - 04:02

he he :)

[Uploaded an Excel file]

Excelchat Expert
31/07/2018 - 04:02

we get extension for 20 min when clock hits 2

Excelchat Expert
31/07/2018 - 04:02

can you check this excel

User
31/07/2018 - 04:03

OMG it's amazing!!

Excelchat Expert
31/07/2018 - 04:03

:)

User
31/07/2018 - 04:03

If I lock the fields, will they still be able to select a score?

Excelchat Expert
31/07/2018 - 04:04

no

User
31/07/2018 - 04:04

OK, that's fine.

Excelchat Expert
31/07/2018 - 04:04

the cell cannot be protected

User
31/07/2018 - 04:05

Is there a way to alert if they skip a topic?

Excelchat Expert
31/07/2018 - 04:06

hmm i need to change the formula a bit do you want that?

Excelchat Expert
31/07/2018 - 04:06

also if you want to add more topics..copy one of the topics

User
31/07/2018 - 04:06

If it's not too much to ask

Excelchat Expert
31/07/2018 - 04:07

say attitude a16:k21

Excelchat Expert
31/07/2018 - 04:07

then paste it at the bottom

User
31/07/2018 - 04:07

Perfect

Excelchat Expert
31/07/2018 - 04:09

[Uploaded an Excel file]

Excelchat Expert
31/07/2018 - 04:09

[Uploaded an Excel file]

Excelchat Expert
31/07/2018 - 04:09

then right click and do a inset copied cell all the formulas will work

Excelchat Expert
31/07/2018 - 04:10

reference will change automatically

User
31/07/2018 - 04:10

Ok, I'm fairly comfortable with that.

Excelchat Expert
31/07/2018 - 04:10

good let me update the formula then

Excelchat Expert
31/07/2018 - 04:16

just few min there isn't a direct way to do it so just few min to get a hack

User
31/07/2018 - 04:16

OK

User
31/07/2018 - 04:22

What is a Beta Period?

Excelchat Expert
31/07/2018 - 04:26

HI

Excelchat Expert
31/07/2018 - 04:26

Not sure

User
31/07/2018 - 04:26

Hello

Excelchat Expert
31/07/2018 - 04:27

Building formula

Excelchat Expert
31/07/2018 - 04:27

Few more min

User
31/07/2018 - 04:27

OK

Excelchat Expert
31/07/2018 - 04:31

[Uploaded an Excel file]

Excelchat Expert
31/07/2018 - 04:31

can you please check

Excelchat Expert
31/07/2018 - 04:32

you there

User
31/07/2018 - 04:32

Yes, checking now

User
31/07/2018 - 04:33

It looks the same as the first one. Is it suppose to have fireworks or something when they skip lol

Excelchat Expert
31/07/2018 - 04:33

:) no i was trying to get the average of score in the 1st one

Excelchat Expert
31/07/2018 - 04:33

then figured it cannot be one when you skip the ratting as score ia automated to 0

User
31/07/2018 - 04:34

Ok, this will work. Thank you so much for your help

Excelchat Expert
31/07/2018 - 04:34

welcome :)

Excelchat Expert
31/07/2018 - 04:34

please do leave a feedback once you end the session

User
31/07/2018 - 04:34

Will do. thanks again

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