Quarterly NPS dashboard
Our survey responses are dumped into one file which is updated daily. From this we can calculate an NPS over any period. I want to create a dashboard workbook that points to this base file and displays the NPS per quarter, per year.
Sample survey data
An NPS is calculated like this: find the percentage of responses that are 9 or 10, and subtract the percentage of responses that are less than 7. In this sample, 50% of responses are 9 or 10, 33.33% are less than 7, so the NPS is 16.67.
And I want to do this by quarter. Ideally I need to do it without helper columns as I'd like it to be one cell pulling the calc from the base sheet and representing it into a chart. But there are too many different types of selections involved here and I can't get them straight.
I know I need to use YEAR() and MONTH() on the AddDate to get those selections, and I know I can ROUNDUP(MONTH()/3,0) to get the quarter for each date. COUNTIF() won't take YEAR() or MONTH() as inputs. I've tried using something like this SUMPRODUCT() as a basis (just to get the scores greater than 8):
=SUMPRODUCT(--(ROUNDUP(MONTH(A2:A100)/3,0)=1)*(YEAR(A2:A100)=2018)*(B2:B100>8),B18:B10016)
but this sums the results rather than counting them, and I can't figure out how to wrap it in a count.
At this point, I don't know if I'm even on the right track. Maybe there's something other than SUMPRODUCT() that I should be using here. If the data were formatted differently - if it already noted the year and month as values I could grab directly - I could do this, but I have to use the data as it currently stands.
Any pointers gratefully received.
microsoft-excel dashboard
asked Feb 6 at 7:43
Castor QuinnCastor Quinn
31
add a comment |
Our survey responses are dumped into one file which is updated daily. From this we can calculate an NPS over any period. I want to create a dashboard workbook that points to this base file and displays the NPS per quarter, per year.
Sample survey data
An NPS is calculated like this: find the percentage of responses that are 9 or 10, and subtract the percentage of responses that are less than 7. In this sample, 50% of responses are 9 or 10, 33.33% are less than 7, so the NPS is 16.67.
And I want to do this by quarter. Ideally I need to do it without helper columns as I'd like it to be one cell pulling the calc from the base sheet and representing it into a chart. But there are too many different types of selections involved here and I can't get them straight.
I know I need to use YEAR() and MONTH() on the AddDate to get those selections, and I know I can ROUNDUP(MONTH()/3,0) to get the quarter for each date. COUNTIF() won't take YEAR() or MONTH() as inputs. I've tried using something like this SUMPRODUCT() as a basis (just to get the scores greater than 8):
=SUMPRODUCT(--(ROUNDUP(MONTH(A2:A100)/3,0)=1)*(YEAR(A2:A100)=2018)*(B2:B100>8),B18:B10016)
but this sums the results rather than counting them, and I can't figure out how to wrap it in a count.
At this point, I don't know if I'm even on the right track. Maybe there's something other than SUMPRODUCT() that I should be using here. If the data were formatted differently - if it already noted the year and month as values I could grab directly - I could do this, but I have to use the data as it currently stands.
Any pointers gratefully received.
microsoft-excel dashboard
asked Feb 6 at 7:43
Castor QuinnCastor Quinn
31
add a comment |
Our survey responses are dumped into one file which is updated daily. From this we can calculate an NPS over any period. I want to create a dashboard workbook that points to this base file and displays the NPS per quarter, per year.
Sample survey data
An NPS is calculated like this: find the percentage of responses that are 9 or 10, and subtract the percentage of responses that are less than 7. In this sample, 50% of responses are 9 or 10, 33.33% are less than 7, so the NPS is 16.67.
And I want to do this by quarter. Ideally I need to do it without helper columns as I'd like it to be one cell pulling the calc from the base sheet and representing it into a chart. But there are too many different types of selections involved here and I can't get them straight.
I know I need to use YEAR() and MONTH() on the AddDate to get those selections, and I know I can ROUNDUP(MONTH()/3,0) to get the quarter for each date. COUNTIF() won't take YEAR() or MONTH() as inputs. I've tried using something like this SUMPRODUCT() as a basis (just to get the scores greater than 8):
=SUMPRODUCT(--(ROUNDUP(MONTH(A2:A100)/3,0)=1)*(YEAR(A2:A100)=2018)*(B2:B100>8),B18:B10016)
but this sums the results rather than counting them, and I can't figure out how to wrap it in a count.
At this point, I don't know if I'm even on the right track. Maybe there's something other than SUMPRODUCT() that I should be using here. If the data were formatted differently - if it already noted the year and month as values I could grab directly - I could do this, but I have to use the data as it currently stands.
Any pointers gratefully received.
microsoft-excel dashboard
asked Feb 6 at 7:43
Castor QuinnCastor Quinn
31
Our survey responses are dumped into one file which is updated daily. From this we can calculate an NPS over any period. I want to create a dashboard workbook that points to this base file and displays the NPS per quarter, per year.
Sample survey data
An NPS is calculated like this: find the percentage of responses that are 9 or 10, and subtract the percentage of responses that are less than 7. In this sample, 50% of responses are 9 or 10, 33.33% are less than 7, so the NPS is 16.67.
And I want to do this by quarter. Ideally I need to do it without helper columns as I'd like it to be one cell pulling the calc from the base sheet and representing it into a chart. But there are too many different types of selections involved here and I can't get them straight.
I know I need to use YEAR() and MONTH() on the AddDate to get those selections, and I know I can ROUNDUP(MONTH()/3,0) to get the quarter for each date. COUNTIF() won't take YEAR() or MONTH() as inputs. I've tried using something like this SUMPRODUCT() as a basis (just to get the scores greater than 8):
=SUMPRODUCT(--(ROUNDUP(MONTH(A2:A100)/3,0)=1)*(YEAR(A2:A100)=2018)*(B2:B100>8),B18:B10016)
but this sums the results rather than counting them, and I can't figure out how to wrap it in a count.
At this point, I don't know if I'm even on the right track. Maybe there's something other than SUMPRODUCT() that I should be using here. If the data were formatted differently - if it already noted the year and month as values I could grab directly - I could do this, but I have to use the data as it currently stands.
Any pointers gratefully received.
microsoft-excel dashboard
microsoft-excel dashboard
asked Feb 6 at 7:43
Castor QuinnCastor Quinn
31
asked Feb 6 at 7:43
Castor QuinnCastor Quinn
31
asked Feb 6 at 7:43
Castor QuinnCastor Quinn
31
asked Feb 6 at 7:43
Castor QuinnCastor Quinn
31
asked Feb 6 at 7:43
Castor QuinnCastor Quinn
31
31
add a comment |
add a comment |
1 Answer
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If you think that Promoters are worth 1, Passives are 0 and Detractors are -1 you can then average these individual scores to get your NPS.
In your example provided you effectively substitute in -1, 0, 1, -1, 1, 1 which when averaged gives 16.67%
This method of calculating averages can be subbed in to an array formula that looks something like:
=AVERAGE(IF(YEAR(A2:A100)=2019,IF(ROUNDUP(MONTH(A2:A100)/3,0)=1,IF(B2:B100>8,1,IF(B2:B100>6,0,-1)))))
Then press Ctrl, Shift + Enter to calculate it as an array
answered Feb 6 at 10:26
RickyTillsonRickyTillson
32718
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1 Answer
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oldest
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1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
If you think that Promoters are worth 1, Passives are 0 and Detractors are -1 you can then average these individual scores to get your NPS.
In your example provided you effectively substitute in -1, 0, 1, -1, 1, 1 which when averaged gives 16.67%
This method of calculating averages can be subbed in to an array formula that looks something like:
=AVERAGE(IF(YEAR(A2:A100)=2019,IF(ROUNDUP(MONTH(A2:A100)/3,0)=1,IF(B2:B100>8,1,IF(B2:B100>6,0,-1)))))
Then press Ctrl, Shift + Enter to calculate it as an array
answered Feb 6 at 10:26
RickyTillsonRickyTillson
32718
add a comment |
If you think that Promoters are worth 1, Passives are 0 and Detractors are -1 you can then average these individual scores to get your NPS.
In your example provided you effectively substitute in -1, 0, 1, -1, 1, 1 which when averaged gives 16.67%
This method of calculating averages can be subbed in to an array formula that looks something like:
=AVERAGE(IF(YEAR(A2:A100)=2019,IF(ROUNDUP(MONTH(A2:A100)/3,0)=1,IF(B2:B100>8,1,IF(B2:B100>6,0,-1)))))
Then press Ctrl, Shift + Enter to calculate it as an array
answered Feb 6 at 10:26
RickyTillsonRickyTillson
32718
add a comment |
If you think that Promoters are worth 1, Passives are 0 and Detractors are -1 you can then average these individual scores to get your NPS.
In your example provided you effectively substitute in -1, 0, 1, -1, 1, 1 which when averaged gives 16.67%
This method of calculating averages can be subbed in to an array formula that looks something like:
=AVERAGE(IF(YEAR(A2:A100)=2019,IF(ROUNDUP(MONTH(A2:A100)/3,0)=1,IF(B2:B100>8,1,IF(B2:B100>6,0,-1)))))
Then press Ctrl, Shift + Enter to calculate it as an array
answered Feb 6 at 10:26
RickyTillsonRickyTillson
32718
If you think that Promoters are worth 1, Passives are 0 and Detractors are -1 you can then average these individual scores to get your NPS.
In your example provided you effectively substitute in -1, 0, 1, -1, 1, 1 which when averaged gives 16.67%
This method of calculating averages can be subbed in to an array formula that looks something like:
=AVERAGE(IF(YEAR(A2:A100)=2019,IF(ROUNDUP(MONTH(A2:A100)/3,0)=1,IF(B2:B100>8,1,IF(B2:B100>6,0,-1)))))
Then press Ctrl, Shift + Enter to calculate it as an array
answered Feb 6 at 10:26
RickyTillsonRickyTillson
32718
answered Feb 6 at 10:26
RickyTillsonRickyTillson
32718
answered Feb 6 at 10:26
RickyTillsonRickyTillson
32718
answered Feb 6 at 10:26
RickyTillsonRickyTillson
32718
32718
add a comment |
add a comment |
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