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docs/EQUITY_SHEET_FIXES.md
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# Equity Sheet Fixes
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## Contents
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- [NRR Column Fix](#nrr-column-column-q---range-values-fix)
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- [Conversion Rules](#conversion-rules)
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- [Fix Procedure](#fix-procedure)
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- [Impact](#impact)
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- [Related Columns](#related-columns)
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- [Prevention](#prevention)
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## NRR Column (Column Q) - Range Values Fix
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**Problem:** Values like "115-120%", "125%+", "N/A" in NRR column cause #VALUE! errors in MSS Score formula (columns Y/Z).
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**Root cause:** Excel/Sheets formulas cannot perform math operations on text ranges.
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**Solution:** Convert all NRR values to single numeric percentages.
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### Conversion Rules
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**Standard formats:**
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| Original | Fixed | Calculation | Rationale |
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|----------|-------|-------------|-----------|
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| 115-120% | 117.5% | (115+120)/2 | Midpoint (conservative estimate) |
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| 120-125% | 122.5% | (120+125)/2 | Midpoint |
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| 125%+ | 125% | Use lower bound | Conservative (actual may be higher) |
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| N/A | [blank] | Leave empty | MSS formula uses IFERROR to handle blanks |
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| 110% | 110% | Already valid | No change needed |
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**Edge cases (normalize before converting):**
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| Variant | Normalized | Notes |
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|---------|------------|-------|
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| 115–120% (en-dash) | 115-120% | Replace en-dash with hyphen |
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| 115 - 120% (spaces) | 115-120% | Remove spaces around hyphen |
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| >=125% | 125%+ | Convert to standard "+" format |
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| 125%+ or higher | 125%+ | Strip extra text |
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### Fix Procedure
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**Option A: Manual fix via browser**
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1. Open sheet: https://docs.google.com/spreadsheets/d/1lTpdbDjqW40qe4YUvk_1vBzKYLUNrmLZYyQN-7HmFJg/edit#gid=0
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2. **IMPORTANT:** Select column Q header → Format → Number → Percent
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- This ensures values are stored as numbers, not text
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- If column is set to "Plain text", entering "117.5%" stores as text → still causes errors
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3. Navigate to column Q (NRR)
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4. For each range value:
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- Calculate midpoint (e.g., (115+120)/2 = 117.5)
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- Replace with single percentage: `117.5%`
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- Sheets auto-converts to numeric percentage when column is formatted correctly
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5. For "N/A" → delete content (leave blank)
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6. For "125%+" → replace with `125%`
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7. **Verify:** After editing, click cell → formula bar should show `1.175` (not `"117.5%"` with quotes)
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**Option B: Sheets API fix (requires Sheets API enabled)**
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**Prerequisites:**
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1. Enable Sheets API: https://console.developers.google.com/apis/api/sheets.googleapis.com/overview?project=831892255935
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2. Ensure column Q is formatted as Percent (do once before any API writes):
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- Via browser: Select column Q → Format → Number → Percent
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- Via API: Use `batchUpdate` with `repeatCell` + `numberFormat` (see below)
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**Using gog CLI:**
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```bash
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# gog CLI uses USER_ENTERED by default (parses "117.5%" as numeric)
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gog-shapescale --account martin@shapescale.com sheets update \
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1lTpdbDjqW40qe4YUvk_1vBzKYLUNrmLZYyQN-7HmFJg \
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'Equity!Q5' '117.5%'
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```
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**Using Sheets API directly (curl/Python):**
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```bash
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# CRITICAL: Specify valueInputOption=USER_ENTERED explicitly
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curl -X PUT \
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"https://sheets.googleapis.com/v4/spreadsheets/SHEET_ID/values/Equity!Q5?valueInputOption=USER_ENTERED" \
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-H "Authorization: Bearer $TOKEN" \
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-d '{"values": [["117.5%"]]}'
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# Python example:
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service.spreadsheets().values().update(
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spreadsheetId=SHEET_ID,
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range='Equity!Q5',
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valueInputOption='USER_ENTERED', # Parse as Sheets would
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body={'values': [['117.5%']]}
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).execute()
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```
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**Verify after writing:**
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- Click cell → formula bar should show `1.175` (numeric)
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- If formula bar shows `"117.5%"` with quotes → stored as text, still causes errors
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### Impact
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Fixing NRR ranges will:
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- ✅ Eliminate #VALUE! errors in MSS Score column (Y)
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- ✅ Eliminate #VALUE! errors in MSS Rating column (Z)
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- ✅ Allow proper numerical analysis and sorting
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- ✅ Make formulas copyable to new rows without errors
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### How MSS Formula Handles Blank NRR Values
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The MSS Score formula (column Y) includes `IFERROR()` wrapper to handle missing data:
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- **Blank NRR cell** → Formula treats as missing data, uses available metrics only
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- **Not treated as 0%** → Blank is excluded from calculation (doesn't penalize score)
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- **Better than text "N/A"** → Text causes #VALUE! error, blank is handled gracefully
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**Example:** If NRR is blank but other metrics exist (Rev Growth, Rule of 40, etc.), MSS Score calculates using remaining metrics without error.
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### Related Columns
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Other columns that need single numeric values (not ranges):
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- **Column M (Rule of 40 Ops)**: Should be calculated value (Ops Margin + Rev Growth)
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- **Column O (Rule of 40 FCF)**: Should be calculated value (FCF Margin + Rev Growth)
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- Both can be negative for pre-profitable/turnaround companies
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### Prevention
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When adding new companies:
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1. Always use single percentage values in NRR column
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2. Test MSS Score formula immediately after adding row
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3. If #VALUE! error appears → check Q column for ranges/text
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