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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
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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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