Identification of Tutors for Monthly Report
Accessing and Formatting Data
Begin by expanding the Status Change/Connection Information table in the mentoring tools.
After opening the table, click and hold the left mouse button in the top left corner of the table and drag to the bottom right corner to select the contents of the table.
Once selected, use CTRL + C to copy the contents of the table and CTRL + V to paste them to a blank Excel sheet.
Left-click anywhere inside information just pasted to the Excel sheet and hit CTRL + A to select all contents. Then…
- Right-click inside the table. From the menu that appears, select the option to remove all hyperlinks.
- Select the top row and select the wrap text functionality to more easily read the headers.
Left-click anywhere inside the table again and hit CTRL + A to select all contents. Then…
- Add borders to the table to separate information.
Select cell A1 and add a filter to the table (located in the Data tab)
Resize columns or shade rows/columns as you see fit for clarity in reviewing information.
Right-click on the header for column B, and from the menu that appears, select Insert, to add a column to the left of Column B.
Left-click on column A to select the column.
From the Data tab, select the option ‘Text to Columns.’
In the Text to Column Wizard that opens….
- Select the option for “Delimited” and then select the Next button.
- Ensure the only check mark showing in the Delimiter column is for the Space option (Click boxes to add or remove check marks). Hit the Finish Button.
The result will be that you now have the tutors’ first and last names in separate columns.
If you like, you can rename the columns to First Name and Last Name for easier reference.
Now you can begin identifying the tutors who meet the criteria to be added to the monthly report.
Accessing and Formatting Data
Begin by sorting the Accepted Percentage column from smallest to largestby clicking the arrow in the box and choosing the smallest to largest option.
Accepted %’s in red (i.e., below 85%) should be included on the monthly report.
One suggestion to know which tutors you have identified for the report is to change the color of the cells (shading) for that the tutor. You can do this by…
- Clicking and dragging to select the cells you would like to shade…
- Select the Fill button
- Choose a color
Next, sort the table by rating from smallest to largest to identify tutors that are below the minimums for their particular status:
- Probationary & Tutor 1:4.3
- Tutor 2:4.5
- Tutor 3:4.7
If you like you can take it one step further and sort by status, so you can see each of the statuses listed together, with ratings listed from lowest to highest.
Select and shade the cells for all tutors who do not meet the minimum rating requirement for their status.
Select any column on the sheet to sort by (if you shaded all the cells in the rows of the table) and sort the table by the color of your shaded cells.
Your table will then be sorted so all cells that you identified as tutors for the monthly report and shaded are now at the top of the list together.
This information can then be easily copied and pasted into the Monthly Report using CTRL + C to copy, and CTRL + V to paste.
1 | Page