Efficient summarization of checklist results

taxstar

Board Regular
Joined
Mar 6, 2008
Messages
58
I have a 125 item checklist in excel which is going to be completed for about 120 projects. It needs to be efficiently summarized and that’s where I struggle. Here’s what I’ve done recently with only 15 projects.

Questions all have a mandatory response (yes, no, DNA) as well as an optional free form comment. An answer if ‘no’ indicates a potential issue.

For the smaller project, I copied and pasted each of the separate checklists onto a single tab, one below the other, on a new spreadsheet. Hidden columns were used to identify the project, office, key personnel, etc.

I then used a pivot table to summarize the results for the group as a whole, and use slicers so we can analyze results by office, key personnel, and industry group.

On each of the individual checklists I used a filter column to filter out every YES or DNA response that didn’t have a comment, to result in a short report with only ‘teachable moments’ for each project, and exported to PDF. The PDFs are then shared with the project manager and their supervisor. It would be great if the PDF conversion and sharing could also be handled within excel.

due to confidentiality issues we cannot share the entire master spreadsheet with the entire group.

We expect to repeat this process twice a year and to expand it to 200 projects in the near term.

SADLY OUR IT Department is quite fearful of any Excel VBA, and macros are automatically disabled.

any ideas would be greatly appreciated.
 

Excel Facts

What did Pito Salas invent?
Pito Salas, working for Lotus, popularized what would become to be pivot tables. It was released as Lotus Improv in 1989.

Forum statistics

Threads
1,213,527
Messages
6,114,150
Members
448,552
Latest member
WORKINGWITHNOLEADER

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top