Annual appraisal score formula

Chris_010101

Board Regular
Joined
Jul 24, 2017
Messages
188
Office Version
  1. 365
Platform
  1. Windows
Hello,

The below sheet calculates the figures based on number of objectives set and how many of these objectives have received 'needs development', 'meets expectations' and 'exceeds expectations' criterion.

I need to be able to calculate an overall status in A8, based on the following.
Annual Review Template DRAFT.xlsx
ABCDE
1NumberPercentile
2Objectives Total16
3Needs development531%
4Meets expectations00%
5Exceeds expectations1169%
6
7Overall review outcome
8 
9
10
Scoring
Cell Formulas
RangeFormula
B2B2=COUNTIF('Setting Annual Objectives'!A9:A11, "*")+COUNTIF('Setting Annual Objectives'!A13:A15, "*")+COUNTIF('Setting Annual Objectives'!A17:A46, "*")
B3:B5B3=COUNTIF('Objectives Annual Review'!D:D, Scoring!A3)
C3:C5C3=SUM(B3/$B$2)*100%
A8A8=IF(C5>=80, "Exceeds expectations", "")&IF(C4>=60, "Meets expectations","")&IF(C3>=50, "Needs development", "")

1. If 'exceeds expectations' equals or exceeds 70% of objectives total, return exceeds expectations
2. If 'exceeds expectations' DOES NOT equal or exceed 70% of objectives total, return whichever of 'needs development' or 'meets expectations' has the higher %

In the example above, the formula would return 'needs development'.

Those % seem to me to be a fair and accurate way of doing things but happy for suggestions!

Thanks
Chris
 

Excel Facts

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.

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