SayPro Data Categorisation Excel Template (.xlsx)

---

SayPro Data Categorisation Excel Template

Overview

The SayPro Data Categorisation Excel Template will consist of multiple sheets to facilitate data entry, categorization, and analysis. Below is a suggested structure for the template.

Sheet 1: Data Entry

• Column A: ID
  • Unique identifier for each data entry.
• Column B: Date
  • Date of data entry or observation.
• Column C: Category
  • Dropdown list for selecting the category (e.g., Technology, Health, Finance, etc.).
• Column D: Subcategory
  • Dropdown list for selecting the subcategory based on the chosen category.
• Column E: Description
  • Brief description of the data entry or observation.
• Column F: Value
  • Numerical value associated with the data entry (if applicable).
• Column G: Source
  • Source of the data (e.g., survey, report, website).
• Column H: Notes
  • Additional notes or comments related to the data entry.

Sheet 2: Category Definitions

• Column A: Category
  • List of all categories used in the Data Entry sheet.
• Column B: Description
  • Brief description of each category to provide clarity.

Sheet 3: Subcategory Definitions

• Column A: Category
  • List of categories (to link with subcategories).
• Column B: Subcategory
  • List of subcategories corresponding to each category.
• Column C: Description
  • Brief description of each subcategory.

Sheet 4: Summary Dashboard

• Key Metrics:
  • Total number of entries.
  • Total values (sum of values from the Data Entry sheet).
  • Breakdown of entries by category (using pivot tables or charts).
• Visualizations:
  • Pie chart showing the distribution of data entries by category.
  • Bar chart comparing total values by category.

Sheet 5: Analysis

• Column A: Category
  • List of categories for analysis.
• Column B: Total Entries
  • Formula to calculate the total number of entries for each category.
• Column C: Total Value
  • Formula to calculate the total value for each category.
• Column D: Average Value
  • Formula to calculate the average value for each category.

Formatting Guidelines

• Cell Formatting:
  • Use bold headers for each column.
  • Apply filters to each column for easy sorting and searching.
• Dropdown Lists:
  • Use Data Validation to create dropdown lists for the Category and Subcategory columns.
• Conditional Formatting:
  • Apply conditional formatting to highlight specific values or categories for better visibility.

Instructions for Use

1. Download the Template:
   • Save the Excel file to your device.
2. Customize the Categories:
   • Update the Category and Subcategory Definitions sheets to reflect the specific categories relevant to your data.
3. Enter Data:
   • Use the Data Entry sheet to input new data entries as they are collected.
4. Analyze Data:
   • Use the Summary Dashboard and Analysis sheets to review and analyze the categorized data.
5. Save and Share:
   • Save the final version of the Excel file.
   • Share the template with team members or stakeholders as needed.