https://stephaniexuuu.github.io/Sampling_assistant/
Dear consultants,
This program is designed to assign cases. This is just a demo and created by an intern (which is me). It can only be used to save your time instead of business.
And this is only a tool, no data would be stored.
Please reach out to me if you find any bug and would like to provide some suggestions of improvements.
Coach: Arya Wang UI: Shirly Ma
- A single-sheet Excel (.xlsx) file. e.g. Mock data:
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Every column you may filter on (region, manager, customer level, etc.) must have consistent, case-sensitive values.
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Empty cells are treated as “no value” (they will not match any quota).
- Pick the column that defines your top-level buckets (e.g. Manager).
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A table lists every unique value plus the number of available rows.
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For each value you can write either:
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Count — absolute rows (e.g. 10)
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Ratio — percentage of the available rows (e.g. 50%)
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Blank = “no limit” – the programme will sample as many as it can.
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Bucket rename (optional)
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Tick Enable Bucket to map raw values to aliases (e.g. “City Y” → “City”).
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The sampling engine uses the alias; the original is still stored in the file.
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Select a second column (e.g. Customer Level).
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For every parent value an expandable table appears.
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Fill counts/ratios the same way as above; the programme tries to satisfy child quotas before topping-up the parent total.
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Click Add Constraint, choose any extra column (e.g. Department).
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For each value type a Count or Ratio.
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If you tick “Enable Bucket”, you can merge raw values into labels here too.
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After sampling the app checks these totals; if they cannot be fully satisfied you’ll see a yellow warning, e.g.
⚠️ Department=Neurology short 53 (taken by Geriatrics +15)
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The file is still produced.
- Remember to add priority level under each global constraint
- Press 'Generate' and 'Download' your sample results
- If any condition not satisfied, you can fine-tune by reading through the warning in console
Enjoy the sampling!