# Equity Sheet Fixes

## Contents
- [NRR Column Fix](#nrr-column-column-q---range-values-fix)
- [Conversion Rules](#conversion-rules)
- [Fix Procedure](#fix-procedure)
- [Impact](#impact)
- [Related Columns](#related-columns)
- [Prevention](#prevention)

## NRR Column (Column Q) - Range Values Fix

**Problem:** Values like "115-120%", "125%+", "N/A" in NRR column cause #VALUE! errors in MSS Score formula (columns Y/Z).

**Root cause:** Excel/Sheets formulas cannot perform math operations on text ranges.

**Solution:** Convert all NRR values to single numeric percentages.

### Conversion Rules

**Standard formats:**

| Original | Fixed | Calculation | Rationale |
|----------|-------|-------------|-----------|
| 115-120% | 117.5% | (115+120)/2 | Midpoint (conservative estimate) |
| 120-125% | 122.5% | (120+125)/2 | Midpoint |
| 125%+ | 125% | Use lower bound | Conservative (actual may be higher) |
| N/A | [blank] | Leave empty | MSS formula uses IFERROR to handle blanks |
| 110% | 110% | Already valid | No change needed |

**Edge cases (normalize before converting):**

| Variant | Normalized | Notes |
|---------|------------|-------|
| 115–120% (en-dash) | 115-120% | Replace en-dash with hyphen |
| 115 - 120% (spaces) | 115-120% | Remove spaces around hyphen |
| >=125% | 125%+ | Convert to standard "+" format |
| 125%+ or higher | 125%+ | Strip extra text |

### Fix Procedure

**Option A: Manual fix via browser**
1. Open sheet: https://docs.google.com/spreadsheets/d/1lTpdbDjqW40qe4YUvk_1vBzKYLUNrmLZYyQN-7HmFJg/edit#gid=0
2. **IMPORTANT:** Select column Q header → Format → Number → Percent
   - This ensures values are stored as numbers, not text
   - If column is set to "Plain text", entering "117.5%" stores as text → still causes errors
3. Navigate to column Q (NRR)
4. For each range value:
   - Calculate midpoint (e.g., (115+120)/2 = 117.5)
   - Replace with single percentage: `117.5%`
   - Sheets auto-converts to numeric percentage when column is formatted correctly
5. For "N/A" → delete content (leave blank)
6. For "125%+" → replace with `125%`
7. **Verify:** After editing, click cell → formula bar should show `1.175` (not `"117.5%"` with quotes)

**Option B: Sheets API fix (requires Sheets API enabled)**

**Prerequisites:**
1. Enable Sheets API: https://console.developers.google.com/apis/api/sheets.googleapis.com/overview?project=831892255935
2. Ensure column Q is formatted as Percent (do once before any API writes):
   - Via browser: Select column Q → Format → Number → Percent
   - Via API: Use `batchUpdate` with `repeatCell` + `numberFormat` (see below)

**Using gog CLI:**
```bash
# gog CLI uses USER_ENTERED by default (parses "117.5%" as numeric)
gog-shapescale --account martin@shapescale.com sheets update \
  1lTpdbDjqW40qe4YUvk_1vBzKYLUNrmLZYyQN-7HmFJg \
  'Equity!Q5' '117.5%'
```

**Using Sheets API directly (curl/Python):**
```bash
# CRITICAL: Specify valueInputOption=USER_ENTERED explicitly
curl -X PUT \
  "https://sheets.googleapis.com/v4/spreadsheets/SHEET_ID/values/Equity!Q5?valueInputOption=USER_ENTERED" \
  -H "Authorization: Bearer $TOKEN" \
  -d '{"values": [["117.5%"]]}'

# Python example:
service.spreadsheets().values().update(
    spreadsheetId=SHEET_ID,
    range='Equity!Q5',
    valueInputOption='USER_ENTERED',  # Parse as Sheets would
    body={'values': [['117.5%']]}
).execute()
```

**Verify after writing:**
- Click cell → formula bar should show `1.175` (numeric)
- If formula bar shows `"117.5%"` with quotes → stored as text, still causes errors

### Impact

Fixing NRR ranges will:
- ✅ Eliminate #VALUE! errors in MSS Score column (Y)
- ✅ Eliminate #VALUE! errors in MSS Rating column (Z)
- ✅ Allow proper numerical analysis and sorting
- ✅ Make formulas copyable to new rows without errors

### How MSS Formula Handles Blank NRR Values

The MSS Score formula (column Y) includes `IFERROR()` wrapper to handle missing data:
- **Blank NRR cell** → Formula treats as missing data, uses available metrics only
- **Not treated as 0%** → Blank is excluded from calculation (doesn't penalize score)
- **Better than text "N/A"** → Text causes #VALUE! error, blank is handled gracefully

**Example:** If NRR is blank but other metrics exist (Rev Growth, Rule of 40, etc.), MSS Score calculates using remaining metrics without error.

### Related Columns

Other columns that need single numeric values (not ranges):
- **Column M (Rule of 40 Ops)**: Should be calculated value (Ops Margin + Rev Growth)
- **Column O (Rule of 40 FCF)**: Should be calculated value (FCF Margin + Rev Growth)
- Both can be negative for pre-profitable/turnaround companies

### Prevention

When adding new companies:
1. Always use single percentage values in NRR column
2. Test MSS Score formula immediately after adding row
3. If #VALUE! error appears → check Q column for ranges/text