# Excel Metrics

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Using Excel for Test Metrics

AgendaUnderstanding ExcelBasics Text to columns and back Relative and absolute values Names CountIf / sumIf Subtotal vs consolidate Paste special Autofill Formulas if, then Audit formulas Filter Conditional formatting

Application to MetricsUnderstand the numbers Types of reports Gas gauge Progress chart Defect find / fix rate

Understanding Excel

Basics

Auto sizing columns and rows Entering formulas Editing formulas Cell formatting View or hide formulas, gridlines, row and column headers Hyperlinks Worksheet / workbook relationships Status Bar calculator Help

Text to ColumnsGeorge Jetson Sally Johnson Joe Smith Chris Murray

-- TO --

George Sally Joe Chris

Jetson Johnson Smith Murray

1. Select the cells that you want to split apart (be sure the columns to the right are empty as they will be overwritten). 2. Click on Data, Text to Columns. 3. Choose Delimited. 4. Choose Space (or the delimiter that you are using). 5. Click Finish.

Combining Text FieldsGeorge Jetson

-- TO --

Sally Johnson Smith, Joe Murray, Chris

1. Click on a blank cell (usually to the right of the existing cells). 2. Type in one of the following formula examples: a. =A1&" "&B1 to list first name, then a space, then the last name b. =B4&", "&A4 to list last name, then a comma, then the first name 3. The ampersand (&) character allows you to concatenate text fields together. The quotes will show up as text as in for a space or , for a comma and a space.

Relative and Absolutes\$ symbols in formulas allow you to lock a column or row. This is a must if you try to copy and paste or autofill a formula. When the cell is selected in the formula, press F4 to have it cycle between \$C\$R, C\$R, \$CR, CR

B 2 3 4 5 6

C

D

Pay Rate George Jetson Sally Johnson Joe Smith Chris Murray 10 10.5 9.75 10.25

Bill Rate =C3*\$B\$9 =C4*\$B\$9 =C5*\$B\$9 =C6*\$B\$9

8 9

OT multiplier 1.5

Name a Cell ReferenceMake your formulas more readable by naming cells 1. Click on a cell 2. In the Formula bar where it shows the Column / Row reference, type in name and press enter. 3. Reference that name in a formula. To view the list of names, click on Insert, Name, DefineB 2 3 4 5 6 George Jetson Sally Johnson Joe Smith Chris Murray C Pay Rate 10 10.5 9.75 10.25 D Bill Rate =C3*OTx =C4*OTx =C5*OTx =C6*OTx

89

OT multiplier 1.5

CountIf / SumIfCountIf: =countif(range,criteria) SumIf: =sumif(range,criteria,[sum_range]) Range = the range of cells you want evaluated / counted Criteria = the criteria in the form of a number, expression, or text that defines which cells will be added. For example, criteria can be expressed as 32, "32", ">32", "apples". Sum_range = the actual cells to sum.B 2 3 4 5 6 7 8 9 10 11 12 13 14 Tech 1 Tech 2 Engineer =COUNTIF(\$B\$3:\$B\$6,B12) =COUNTIF(\$B\$3:\$B\$6,B13) =COUNTIF(\$B\$3:\$B\$6,B14) =SUMIF(\$B\$3:\$B\$6,B12,\$D\$3:\$D\$6) =SUMIF(\$B\$3:\$B\$6,B13,\$D\$3:\$D\$6) =SUMIF(\$B\$3:\$B\$6,B14,\$D\$3:\$D\$6) Tech 1 Tech 2 Engineer =COUNTIF(\$B\$3:\$B\$6,"tech 1") =COUNTIF(\$B\$3:\$B\$6,"tech 2") =COUNTIF(\$B\$3:\$B\$6,"engineer") =SUMIF(\$B\$3:\$B\$6,"tech 1",\$D\$3:\$D\$6) =SUMIF(\$B\$3:\$B\$6,"tech 2",\$D\$3:\$D\$6) =SUMIF(\$B\$3:\$B\$6,"engineer",\$D\$3:\$D\$6) Position tech 1 tech 2 engineer tech 1 C Name George Jetson Sally Johnson Joe Smith Chris Murray D Hours Worked 40 40 50 50

Subtotal vs. Consolidate

Subtotal

Dynamic (if linked to source data, when source data updates, subtotals update) Ideal for a set number of rows (if referencing this data in another sheet) Adjusts existing data Static (no change when source data is updated) Ideal for a varying set of rows (if referencing this data in another sheet) Results are stored in a different location

Consolidate

Subtotal

Select a cell in the range Click Tools, Subtotal Choose the reference column Choose the function (sum, average, etc.) Choose the column(s) to subtotals

SubtotalsProject Project A Project A Project A Project A Project A Project B Project B Project B Project B Project B Task Task 1 Task 2 Task 3 Task 4 Task 5 Task 1 Task 2 Task 3 Task 4 Task 5 Wk 1 5 20 35 20 40 12 20 35 8 15 Wk 2 15 11 40 32 15 4 35 15 22 18 Wk 3 30 16 40 27 8 8 15 28 35 8 Wk 4 10 22 40 22 33 15 10 33 12 13

Consolidate

Select a blank cell (usually a new sheet or below the existing data) Click Tools, Consolidate Choose the function (sum, average, etc.) Choose the range(s) to consolidate; click on Add after each one Choose Left Column Note: if you check create links to source data, it will do a subtotal

ConsolidateProject Project A Project A Project A Project A Project A Project B Project B Project B Project B Project B Task Task 1 Task 2 Task 3 Task 4 Task 5 Task 1 Task 2 Task 3 Task 4 Task 5 Wk 1 5 20 35 20 40 12 20 35 8 15 Wk 2 15 11 40 32 15 4 35 15 22 18 Wk 3 30 16 40 27 8 8 15 28 35 8 Wk 4 10 22 40 22 33 15 10 33 12 13

Project Project A Project B 120 90 113 94 121 94 127 83

Paste SpecialAccessible from the right click menu after a copy

Some options available from the from the icon after a paste

Paste Special

Formulas pastes formulas only, no formatting Values pastes the results of the formula (can also use F9) Formats pastes the format (no data); can also use the format painter Skip blanks pastes the values of cells containing data, skips blank cells Transpose transposes the data converts rows to columns or columns to rows

AutoFill

Type in the first two items in a series; autofill the rest by dragging the cells Make your own autofill lists under Tools, Options, Custom Lists Use the CTRL to adjust the autofill Downfall: the list is static

Jan Feb

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

1 2

1 2 3 4 5 6 7 8 9 10 11 12

1/1/05 1/2/05

1/1/05 1/2/05 1/3/05 1/4/05 1/5/05 1/6/05 1/7/05 1/8/05 1/9/05 1/10/05 1/11/05 1/12/05

Alternatives to AutoFill

Formulas, of course

1/1/05 =A1+1 =A2+1 =A3+1 =A4+1 =A5+1 =A6+1 =A7+1 =A8+1 =A9+1

1/1/05 =B1+7 =B2+7 =B3+7 =B4+7 =B5+7 =B6+7 =B7+7 =B8+7 =B9+7

Formulas if / then

Use conditional statements in formulas Error

handling (avoid div/0 errors) Create smart formulas that can adjust on the flyPossible Cell Formatting Basic Formulas Complex Formulas Charts 115 28 205 0 Pass 110 0 112 0 Fail 5 0 0 0 % Pass =C2/\$B2 =C3/\$B3 =C4/\$B4 =C5/\$B5 % Fail =D2/\$B2 =D3/\$B3 =D4/\$B4 =D5/\$B5

Possible Cell Formatting Basic Formulas Complex Formulas Charts 115 28 205 0

Pass 110 0 112 0

Fail 5 0 0 0

% Pass =IF(\$B8>0,C8/\$B8,0) =IF(\$B9>0,C9/\$B9,0) =IF(\$B10>0,C10/\$B10,0) =IF(\$B11>0,C11/\$B11,0)

% Fail =IF(\$B8>0,D8/\$B8,0) =IF(\$B9>0,D9/\$B9,0) =IF(\$B10>0,D10/\$B10,0) =IF(\$B11>0,D11/\$B11,0)

Formula AuditSelect the formula you want to audit Click on Tools, Formula Auditing, Evaluate Formula

Filter

Select a cell in the data range Click on Data, Filter, Auto Filter

Conditional FormattingBased on the value of a cell / cells, adjust the formatting on the fly Click the cell / cells, click on Format, Conditional Formatting Note: trial and error is necessary in here; accepts absolute and relative values, accepts some formulas

Application to Metrics

Understanding Numbers

"Get your facts first, then distort them as you please." ~ Mark Twain "Facts are stubborn, but statistics are more pliable." ~ Mark Twain Torture numbers, and they'll confess to anything. ~Gregg Easterbrook 98% of all statistics are made up. ~Author Unknown

What does this mean?

Choice of formulas makes a difference Using

averages vs. totals based on number of tests will show different results %fail numbers dont mean much if you dont know kind of defects are logged

One view of numbers is never enough %pass,

Numbers alone are never enough Tests

cant cover everything Gut feel should still mean something sometimes numbers are hard to grasp

Types of Metrics

Gas Gauge overview of pass, fail, blocked reports Progress Report historical view of pass, fail, and blocked reports Defect Find / Fix Report how fast are we finding defects vs. how fast are they being fixed Release Criteria what are the criteria to release the project

Pass rate for all components must be 97% or higher Submit rate of high priority defects must be less than x% of the average defects logged in the last x weeks. Stress test GUI errors per 1,000 hours must be less than .02

Gas Gauge

How to build the gas gauge

Gather the raw data Organize it by test area / category / test type Create the following for each line:

% complete of planned % pass of planned % fail of planned % block of planned

-- % pass of complete -- % fail of complete -- % block of complete

Determine whether to use % of planned or % of complete (may use both depending on the report) Determine whether totals should be averages or based on the actual number of tests Develop the gas gauge

Progress Chart Ideal world

Progress Chart real world

How to build the progress chartDetermine the total number of tests possible for each area Determine milestones for 100% execution, 60% pass, 80% pass, 90% pass Weekly, track the number of passes, fails, and blocks

Find / Fix Rate Ideal World

Find / Fix Rate Real World

Find / Fix RatesTrack for all defects Track for just high priority (must fixes for a product to ship) Track number of defects submitted and resolved each week Chart the results

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