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Creating a RAG system in Excel tutorial

It may sound a bit sad, but I love Excel – once you have mastered a few simple techniques, you can put these techniques together in different orders to create some very powerful effects, and for me one of the most powerful things that I can do in Excel, is analyse some data in a way that will visually highlight an issue to me, so that I can act upon that issue quickly. One such technique that I (and many others) use is using a RAG rating system. RAG stands for Red, Amber, Green – (based on traffic lights), where things that are on schedule and up to date are Green, things that are a possible concern are Amber, and things that are a significant concern are Red.

Image showing a simple RAG system created in Excel

This following set of videos, are designed as a tutorial to teach you the skills required to create an effective RAG system within your own Excel files.

If you like this tutorial, then please subscribe to my YouTube Channel at:

https://www.youtube.com/channel/UCWuDqvf7nO6-00JMMxm1lIw?view_as=subscriber


Introduction

The first video is an introduction, showing the end product of what will be created.


Using the Now() function

The Now() function is a very simple way to bring today’s date and time into a cell within the spreadsheet, which can then be used to compare against other dates within the spreadsheet, e.g. to see which are in the past or future.


Using a basic IF statement

The IF statement in Excel is one of the simplest and most powerful ways to carry out analysis of data in Excel.


Using a Vlookup function

The Vlookup function, seems a little confusing at first, but once used a few times is relatively straight forwards – and allows you to lookup a value in the left hand column in a table, and then return a value from a specified column in the same row of that table.


Using the Max and Min functions

The Max and Min function are very simple to use, and will tell you what the largest or smallest value is in a list.


Using Conditional formatting to create horizontal bars

Conditional formatting is where the appearance of a cell changes based on values (either the value of that cell, or different cells). This video looks at creating horizontal bars that move further right as the value increases.


Using Conditional formatting to create icons

Another option when applying conditional formatting is to add small icons to cells, for example up and down arrows, traffic lights, warning flags etc.


Putting this altogether to create the RAG system

The final video shows how the skills covered above can be put together to create the desired RAG effect.


I hope that this tutorial has proved to be useful.

If organisations want training providing in things like using Excel more effectively, then please get in touch via http://www.a6training.co.uk/contact.php

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Adding a date picker to Excel

As a huge user of Excel, I am often entering dates into cells. Different versions of Microsoft have had date pickers as an optional add on, but they haven’t always worked for me with all versions or consistently.

I have however just discovered this free tool:
http://samradapps.com/datepicker/

Which is created by Sam Radakovitz , which does exactly what I want.

Once set up, if a cell in Excel is set as a date, clicking on that cell, will bring up a small calendar icon to the right of the cell:

Image showing the calendar icon to right of the selected cell

Which when clicked on, will bring up the calendar tool, making it easier to enter dates, and not have to worry about the correct format, or whether the spreadsheet has been set up in UK or USA format.

 

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Full credit to Sam for this one, I am just blogging about this mainly for my own benefit so that I can relocate this in the future when I change computers.

Free multi-choice patience activity template

When I worked as a teacher, as well as using technology during the teaching and learning process, I also often used it to create activities that didn’t use technology during the actual session. One such activity that I created is something I have called ‘multi-choice patience’. This is a series of ‘cards’ that are printed out and given to the students. Each card is numbered and contains a multiple choice question, with 4 possible answers (1 correct and 3 wrong). Answering each question directs the learner to the next card. To complete the activity the learners have to create ‘loops’ e.g. if using the 36 card set, the answer to the 6th card, should point back to the 1st card in that loop. If it doesn’t then one of the 6 questions has been incorrectly answered, but the learner doesn’t know which one, so they have to go back and try different options, until they correctly complete the loop. Once a loop is created, they pick another card from the pack and start again trying to create a ‘loop’.

Multi choice patience

Screenshot of the multi-choice patience activity

I generally used this activity in the last week of term, when the learners were not up for anything too heavy – I would have the learners in groups of about 4, and they would race against the other groups to see which group could complete the challenge the quickest.

To create the cards, I created a template in excel, where I entered the questions and answers, and the computer randomised the answer order, and worked out the ‘loops’, randomly changing the options each time, and it is this template that I have shared so others can create similar activities.

If a teacher wants to be even cleverer, you get the learners to design the questions in one week (and you could set up something like a Google form that the learners populate) – you then check the questions, copy them into the grid, print out and cut up.

I have recently changed the template, so rather than being limited to having to have exactly 36 questions, it will now work with either 36, 30, 25 or 20 questions.

The template itself can be directly downloaded from:

http://www.a6training.co.uk/resources/MultipleChoicePatience2017.xls

A complete example can be downloaded from:

http://www.a6training.co.uk/resources/MultipleChoicePatienceEXAMPLE.xls

And other similar activity templates can be viewed at:

http://www.a6training.co.uk/resources_class_management.php

A video showing how to use the multi-choice patience template is:

Spreadsheets: How to Sort Data Onto Sub Sheets based on values in a given column

One of the most popular posts on this blog, is one I published back in 2011, titled How to automatically pull data between different google spreadsheets  I am often asked by people, is it possible to filter the data based on the value in a column, before pulling the data across?

I have created a video which shows a technique whereby data is filtered internally within a workbook, so data is pulled onto subsequent sheets, based on values in a certain column. In this example I am using a class of students, and all the grade A students are copied onto a sheet called “A”, all the grade B students are copied onto a sheet called “B” etc. This principle could easily be used to organise a list of sales by sales rep, or by region.

The video is about 13 minutes long, but well worth watching, if you are interested in this technique.

For this example I have used Excel, but this would also work with other spreadsheet systems such as OpenOffice or Google Sheets.

The file used in the video example can be downloaded here, if you want to see or copy the formulas used.

Spreadsheet – sort data onto new sheets Shared

The mechanism also uses a technique to display the sheet name in a cell in the spreadsheet. More details on this can be found at https://davefoord.wordpress.com/2015/04/16/how-to-display-the-sheet-name-in-a-cell-in-an-excel-spreadsheet/

I hope that this helps people to make better use of Spreadsheets, whether it is in education, work, or for personal use.

How to display the sheet name in a cell in an Excel spreadsheet

I use Excel a lot, not just for crunching numbers, but for creating teaching resources, lesson planning, managing my accounts and invoices and various other uses. One feature that I often use, is the ability to have the sheet name appearing inside a cell in the spreadsheet – so for example with my invoices – I rename the sheet name with the invoice number, this then updates the invoice within the sheet.

To do this I use the following formula below.

This may seem a complex formula, and it doesn’t matter if you don’t fully understand it (I don’t), you just need to copy and paste this into a cell in the spreadsheet, and the sheet name will appear. If you change the sheet name, the cell will change accordingly.

The only caveat is, that the workbook has to have been saved at some point for this to work – so if you do this with a new workbook, it won’t work until it has been saved.

This technique is unique to Microsoft Excel, it doesn’t work with other spreadsheet tools such as Open office, Google sheets or Apple’s Numbers.

Changing behaviour with Office 365 and Tablet Devices

Over the last week I have produced 4 posts around ideas of using Office 365 in education:

  1. Using Office 365 to create collaborative learning activities.
  2. Using PowerPoint and Office 365 to create a collaborative learning activity.
  3. Using Excel and Office 365 to create learning activities.
  4. Using Word and Office 365 to streamline assessment feedback.

The idea that I am trying to get across, is that Office 365 isn’t just a slightly newer version of the Office Suite, instead it works in a fundamentally different way, but to get the benefit from these improvements, requires people to behave differently, and with the arrival and (I predict) rapidly increasing number of Microsoft tablets within the education system – and the mobility that these devices offer – getting Office 365 to work properly is going to be key.

The main behaviour change, is reducing the number of different versions of the same file that exist in different.

For example: If I create a Word Document, and save it to ‘My Documents’ on my computer. There is one version of the file. I then email this to a colleague. There is now the version in My Documents, a copy in my sent items, and one in my colleagues inbox – so thats 3 versions. My colleague downloads the file (4 versions) and then makes some edits, saving the file to their network drive (5 versions) they email this back to me (Their sent items and my inbox gives 7 in total) – I Download this (8 versions), and save a copy (with a new name) back to my Documents (9 versions).

So – the very simple example above with me asking 1 colleague to proof read and edit a document has created 9 files without me thinking about it. If I had collaborated with more people this number could quickly run into the hundreds – which makes no sense, there is a risk of ‘old’ versions re-appearing a later date, and the total memory used up on the system (especially if a large file) costs money and slows everything else down.

If I use Office 365 and OneDrive (the new name for SkyDrive) the behaviour would be as follows:

I create a file, and save it to my OneDrive. There is now a version on my computer and a synchronised version ‘in the cloud’, I email a link to this file to my colleague, they edit this via the web interface in the cloud, and let me know when complete. I can check their edits, and if unhappy with them I can use the history option to roll back to an earlier version or discard the changes. Ultimately though – we still have the same file on my Computer and a synchronised version ‘in the cloud’. There are no extra versions loitering in mail systems or download folders.

One of the reasons why this becomes so important with tablet devices, is they rely on files being transferred via wireless – so we need to make the whole process of file management more streamlined. If I am working with a class and I want them all to access an image rich  PowerPoint file for example – for me to ‘push’ that file over the slightly ropey wifi in that classroom to 30 different devices could take 10 minutes or more, which isn’t realistic. For me to use the file sharing mechanism within OneDrive and  the students to access this via the web interface will effectively stream the content, as the students view it, rather than pushing the whole file out up front.

In the previous posts I talked about the collaborative teaching and learning opportunities this brings, and with the extra mobility and battery potential of tablets over laptops or desktops, means we can use these devices in any environment including the sports hall, kitchen, on field trips etc.

As with many of my blog posts – the key to changing these behaviours is an investment in staff development. Because Office has been around for so long, Office training is far less common – there is an assumption (which is an incorrect one) that people don’t need to be taught basic office skills. With Office 365 – there is a huge need to reinvest in training in this area, otherwise its potential will not be unlocked.

At the moment I am working with a company called The Tablet Academy who provide training and consultancy around the use of tablet devices (Apple, Android and Microsoft) in education. If any Schools or Colleges in the UK (including Scotland) purchase 20 or more Microsoft tablets (including ones made by other companies) they are entitled to free training, provided by someone from the Tablet Academy (only downside is the current offer is only for training that is delivered before the 31st March 2014). If you work for a school or college in the UK and have purchased such device recently and your reseller hasn’t mentioned the free training offer then contact the Tablet Academy who will chase this up for you.

Using Excel and Office 365 to create learning activities

In my previous posts I have:

  1. Introduced the idea of Office 365 and how it can be used to create collaborative activities.
  2. Given an example of how PowerPoint can be used to create a collaborative activity.

In this post I am going to look at using Excel to create a collaborative learning activity.

Many people struggle (some are scared of it) with Excel which is a shame as it can be a superbly powerful learning tool – and it can be used in any teaching area not just maths, accountancy etc. There are many possible uses that I could list here, but I will stick with a couple of simple examples.

If I was teaching research methods or statistics, and wanted to investigate the idea of 2 sets of data and what the correlation is between them, then a simple way to do this is for each student to work out their height (m) and their shoe size (European) record these in a table, then everyone plots a scatter graph of everyones results – and we look at the line of best fit, standard deviation etc. Yes the constructing of a graph on paper with a ruler is an important skill to learn, but on this occasion I want to focus on the way that the correlation changes as more points are recorded, and for that I want to speed up the plotting process, so I am going to use Excel to help me.

Image of an excel sheet with a data entry table on the left, and the resultant grpah on the right

Example of an excel sheet teaching the principle of data correlation

So I have created  a simple spreadsheet which has a data entry table – I have identified each student with the letters A-K, and I have colour coded the area they need to enter their data into with a green shading. I have unlocked these cells and then protected the whole sheet, so when the learners add their data, they cannot accidentally alter or delete any of the workings. On the right you will notice that I have pre-created a graph that will plot the data as it is added, and then underneath the table I have created some simple statistical functions to identify mean, mode, median etc of the data as it is entered.

So having created the above sheet, all I need to do is save it to my OneDrive (new name for SkyDrive) – share it with my learners (see previous post), and then allocate each learner a letter between A-K. They edit the sheet in the web browser, entering the 2 pieces of information against their letter. All of the students will be editing the same resource at the same time, so they will see the graph and the numbers change in real time as the amount of data added grows. The beauty of this is that by speeding up the capturing and plotting process, I can spend more time helping the students to understand the significance of what the graph and the numbers mean, and I could reuse the same template to add my own dummy data to show the effect of anomalies, different types of correlation etc.

Any form of class experiment which involves the capturing and sharing of class data can be achieved with this method. If the data entry is more complex than my example, then you could create a sheet within the workbook for one student, then duplicate this lots of times so each student has their own sheet.

Another useful feature is that it is possible to embed sections of the file (e.g. the results table, or the final chart) back into a piece of web space (e.g. the VLE, or a blog) – so below is an example of the final chart – as the file is used and data is entered this will automatically update.


With the above example all students could see (and potentially alter) all other student’s entries into the resource. This may not be desirable – e.g. if you are capturing sensitive data (e.g. if working out Body Mass Index and asking students for their Weight and Height) or you could ask students to feedback what they have learnt, what they have found difficult, what they would like to recover in a revision session etc.

What you could do is create a single Excel file asking for the data that you want. Once happy with this, you duplicate that file however many times you have students. You then share each file with the individual student. This may sound complex but is a lot easier and quicker than you would imagine. You now have a mechanism for students to give individual feedback to you – you as the teacher can see all of the files, so easy for you to see the information – and if you are really keen, then you could create an ‘overview file’ which uses simple excel formula to pull the data from each students file into a single dashboard type file. This last suggestion doesn’t update the data live as it is entered, but everytime that the file is opened it will pull through the latest data at that point.

If we are using Excel to create learning objects then it is beneficial to make the appearance of the file as tidy and uncluttered as possible – which I have discussed in a previous blog post – https://davefoord.wordpress.com/2010/05/19/simple-formatting-tips-in-excel-to-improve-quality-of-learning-materials/

In my next post in this series I will give an example of using Word to create a collaborative activity.