How would you streamline tracking daily data?

April 5, 2006 11:13 AM

Any Excel or MS based report card generating or tracking tips for a variety of different grading criteria?

I have about 45 different advisors to grade on 5 different categories based on a scale of 1-5 (excellent, very good, good, fair, poor) with each of the 250 funds having their own different asset/price/trade mix. Some people generate the weekly reports and more than 35 generate a daily part. Any suggestions to streamline so that each of the daily weekly reports can roll up into one monthly report?

posted by brent to Technology (1 answer total)

I'm not sure that I understand the question, but I assume you've looked at the data being generated by all of these people and have already standardized as much of it as possible. If you're going to roll it up, it needs to be standardized. This is because you'll want to be comparing apples to apples as much as possible. Beyond that, I'm not sure I really understand your question.
posted by willnot at 4:10 PM on April 5, 2006