Not sure how to automate counting of monitoring info gained from microsoft form, any guidance?
Our take
I'd like to preface this with the facts that I'm 1. using excel for the web, and 2. very new to using excel.
I work with a group of volunteers, and we have to take in monitoring information from each client we work with (think age ethnicity disability etc). At the end of the year we have to report this info to another institution. For the past few years the volunteers have been manually counting this data which takes around 10+ hours.
My idea was to switch things up by having volunteers input data into a microsoft form linked to an excel file. One sheet for raw data, 12 more for each month of the year. My goal is to make it so excel automatically updates the month's count when a new client's data is added. Previously all data has been counted under the name of the volunteer who took it.
The final reports look something like this:
John Smith Jane Doe
Age:
18-25 5 0
25-60 0 4
60+ 0 1
Ethnicity:
White 2 1
Black 2 2
Mixed 1 3
Disabled:
Yes 3 1
No 2 4
I have the easy part (Microsoft Form linked to Excel) done, but I'm stuck on how to get the information from the raw data 1. into the monthly sheets 2. have this information automatically add up over the year. I'm looking primarily for guidance on how to do this and what functions I should look into.
I have made a table of the info in the raw data sheet which I think should help with being able to move it across the sheets. Based on research so far I think COUNTIFs may be something to experiment with?
As said I'm a complete newbie, but I want to know how to do this And how the process works rather than just being handed an answer.
Happy to provide more info if needed. Any resources/guidance would be really appreciated 🙏
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