Calculate Fiscal Month
Oct 7, 2008
I'm looking for a way to calculate (name) a fiscal month based on a date range. Example attached. Columns A & B are a date range and column D is the desired outcome. I'd prefer a formula solution, but am open to anything as I haven't a clue how to begin with this.
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Dec 19, 2012
I have a large data sheet with dates in column B - in column A, I'm trying to write a formula that will determine what fiscal month it should be mapped to.
I have the calendar listed on a different tab.
Fiscal Month
Start Date
End Date
January
1/1/2012
1/31/2012
[Code] .........
The formula I tried using is: =LOOKUP(B2,Calendar!$B$2:$C$25)
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Jul 24, 2013
I have data for 6 monthsone column has all the dates
1/1/2013
1/2//2013
1/5/2013
1/8/2013
1/10/2013
1/15/2013
1/21/2013
1/31/2013
I have for 6 months like these dates
I need to convert all these dates to week 1- week 5
week 1: 1-7, week 2: 8-14, week3: 15-21, week4: 22-28, week5: 29-31
Instead of 1/1/2013 it should show week1 instead 1/10/2013 week2 like this
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Dec 15, 2008
Is there any way to defined our own fiscal month. I have a fiscal year where the start & end date is different from the normal calendar. I have store the start & end date on the different column. What i need is that when people enter a date, it will look up to the table and return the fiscal month.It's something like If the value is >=column A and <=column B, then the fiscal month=column C(refer to the below table). But i have no idea how to make comparison on date value. what kind of formula i should use? And also how to write the code if i want to use macro to implement this?
Start End Month
09/21/08 10/18/08 Oct
10/19/08 11/22/08 Nov
11/23/08 12/27/08 Dec
12/28/08 01/24/09 Jan
01/25/09 02/21/09 Feb
02/22/09 03/28/09 Mar
03/29/09 04/25/09 Apr
04/26/09 05/23/09 May
05/24/09 06/27/09 Jun
06/28/09 07/25/09 Jul
07/26/09 08/22/09 Aug
08/23/09 09/26/09 Sep
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Dec 2, 2012
I have to generate daily report in which data is fiscal week format. We need to show Fiscal week in actual month and day format. create a macro so that for every fiscal week anywhere in the sheet, it automatically converts fiscal week to month and days of the week
For example: WK 1 OCT FY2013 get converted to Oct 1-7
WK 2 OCT FY2013 coverted to Oct 8 - 14
WK 3 OCT FY2013 get converted to Oct 15 -21
WK 4 OCT FY2013 to Oct 22-28
WK 5 OCT FY2013 to Oct 29- Nov4
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May 13, 2014
I have a Fiscal Date macro that will looks at a date to give me the current fiscal month or week, but I would also like to add the functionality for it to give me the quarter.
In my business, the fiscal year starts in October. The quarters of course are as follows:
Oct-Dec = Q1
Jan-Mar = Q2
Apr-Jun = Q3
Jul-Sep = Q4
I would like for the quarter to be formatted with the year ex. FY14Q1
Here is the Code, but I have also attached an Excel file with the .bas file.
[Code] .....
Attached File : Fiscal.xlsm
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Jan 28, 2010
I have a spreadsheet that is now a yeare old with 5000 rows and is now going into the 2nd year
Column A is for date input and the same date can be repeated several tumes :-
1 Jan 09
1 Jan 09
1 Jan 09
1 Jan 09
2 Jan 09
2 Jan 09
3 Jan 09
3 Jan 09
3 Jan 09
Sometimes there are all 30 /31 days but normally not .
I need to find the last ocurance of the last date used for each month and then use the cell number to calculate the column totals for that month.
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Jul 1, 2009
I have a spreadsheet that has columns of monthly values for three years of financial data and where the values for the latest month are added to the last column. Months that have not been completed will have a zero value (e.g. Jul-09).
Jan-09
Feb-09
Mar-09
Apr-09........
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Aug 13, 2007
I am after a UDF to calculate the month based on a a date. I cannot use the month function in excel as the dates are slighlty different.
ie
05/01/07 - 06/02/07 = Jan
06/02/07 - 05/03/07 = Feb
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Apr 17, 2013
I am having trouble creating a formula to capture the "first of the month after 60 days" from the Hire Date.
Example, Hire Date is 01/15/2013, should return 04/01/2013. Would the ROUNDUP function be useful here?
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Nov 28, 2006
I'm working on a Calendar. One where all the user does is input the year, and the rest of the Calendar fills itself out, as to the days.
Leap year is causing a small problem. There may be an easier way to do this (actually, I'm sure there is, but anyway), is there a way for a cell to automatically figure the last day of the month?
IE: I put "2007" in a field. Another cell auto matically reads as "28" (last day of Feb for this year). Subsequently, when I enter "2008", the same field reads "29".
The rest I think I got ok, but everytime I get a leap year, it shoves all my formulas down a cell, thanks to the extra day, and they're all off by one (February calendar showing last day as "01" from March, and "29" as the first day for March, from Feb).
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Jan 12, 2010
Sample data:
02-06-09 to 18-06-09 earned $2500
19-06-09 to 23-08-09 earned $3500
24-08-09 to 31-12-09 earned $4500
I am thinking if there's a formula that can calculate the interest earned for each month from Jun-09 to Dec-09.
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May 21, 2014
I have been using Excel for a while but i'm kinda stuck at one point where i have to calculate the sum of the numbers corresponding to the month of the data.
Column 1 has all the dates in different months - in this workbook i've included only jan, feb and mar. The second column has the counts corresponding to the dates.
Now if a user inputs the month (1,2,3) number in F2, then we need to compute the sum of all the numbers from second column corresponding to the month in column 1 and display in cell F4.
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Dec 25, 2013
I need a formula to calculate a date 6 months forward from the start date. However, in the calculated 6th month, I need it to the day before the start date.
ie: start date: 26/12/13 -- End date: 25/06/14
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Dec 9, 2008
I have a workbook where I would like to enter the date of the starting month when the workbook is being used, and I want it to calculate in the next cell across the ending of that month.
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Nov 11, 2009
I am trying to construct a schedule of tasks to be done by certain dates. If the last day of the month is entered (say 11/31/09) in a cell, is it possible to find out the date for the third Thursday of November or the first Wednesday or the last Friday?
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Sep 19, 2012
I am attempting to create a formula that will select a value from a lookup table where that value is related to a specific date BUT that date, derived from an input date (any day within a selected month) must always be the first BUSINESS day of that month.
For example:
I have a workbook with two worksheets in it.
The first worksheet is the input page.
On that page I want to have a list of dates which display the FIRST BUSINESS DAY of a month - e.g.
Cell A1 - Date entered as 19/9/12 and displayed as 19-Sep-12
Cell B1 - NEEDS THE REQUIRED FORMUAL TO CALCULATE THE FIRST BUSINESS DAY OF THIS MONTH (SEP)
(in this example, this should be 3) and displayed as 03-Sep-12
Cell C1 - Will display the value from the lookup table on worksheet 2 (see below) related to the date in B1
The second worksheet is a lookup table containing a sequential list of dates from 28-Jan-69 through to present (19-Sep-12) in Column A.
The adjacent column B contains the related value to that date (the value being a foreign exchange rate) - e.g.
Daily
Date
USD
29 June 2012
1.0191
1 August 2012
1.0507
[Code] ........
Worksheet 1, Cell C1 should display the value of 1.0266
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May 21, 2013
For any given year, I would like to calculate the date of the third Wednesday of each month for that year, plus the interval (in weeks) between two consecutive months (Which will be either 4 or 5).
Example:
Enter 2013 in cell A1
Output would be:
A2 - Jan 16
A3 - Feb 20
A4 - Mar 20
A5 - Apr 17
..
A13 - Dec 18
AND
B3 - 5 weeks (interval Jan-Feb)
B4 - 4 weeks (interval Feb-Mar)
B5 - 4 weeks (interval Mar-Apr)
..
B13 - 4 weeks (interval Nov-Dec)
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Jan 16, 2008
Ive created an invoice. The data is being entered on the previous sheet & then this invoice reads the data from the previous sheet through the formulas as shown below. The data that is entered, is entered contineusly everyday, so the invoice calculates the amounts from the entire data input sheet. I need to add some controll to the invoice where I can select a starting date & an ending date, and then the amounts must be calculated on the invoice according to the selected dates.
H I J
27 Qauntity: Cost: Amount:
28 55 R 185.00 R 10,175
29
30 Net amount: R 10,175
31 Vat: R 1,424.50
32 Amount Due: R 11,599.50
Invoice
[Table-It] version 09 by Erik Van Geit
RANGE FORMULA (1st cell)
H28 =SUM(Divenic!G5:G5004)
J28 =SUM(H28*I28)
J30 =J28
J31 =J30*0.14
J32 =J30+J31
[Table-It] version 09 by Erik Van Geit
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Jun 19, 2014
So yesterday I created a thread [URL] ..... that would clear a specific content if a date (or rather a day) matched the criteria.
Today I'm continuing with that document and need to sum the columns if the date in a row is the correct month and year.
Ex. Row 1 contains the date "yyyy-mm-dd" and row 2-5 contains empty cells or the value x. The x values are all random placed.
So, I want to sum all the "x" for February 2014.
I'd rather use a formula here than a macro/VBA-code but anything will do. I have tried myself with =sumifs and =sumproduct but with no success.
See attached file for example and for my =sumproduct formula.
Excelforumexample1.xlsx
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Mar 17, 2014
I have a list of months in column A and would like a formula in column B that calculates the number of calendar days for each month (i.e. Jan=31, Feb=28 etc.)
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Nov 12, 2008
I am using a formula to calculate the last day of the month, using any date of the month in a worksheet in cell A13, this cell is also linked to another worksheet to pick up a date, using the ISBLANK function to prevent a dummy date entry appearing if the field in the linked ASHBY RISE worksheet is blank
=IF(ISBLANK('ASHBY RISE'!$C$5),"",'ASHBY RISE'!$C$5)
The last day of the month function is shown below
=DATE(YEAR(A13),MONTH(A13)+1,0)
This works fine if there is a date in A13, but returns a #VALUE! error if cell A13 is blank. I have tried using the ISBLANK function, but I am still getting the #VALUE! error. Of course I may have the sysntax incorrect.
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Dec 6, 2009
I want to calculate Year To Data in B1 based on some data in C1 to N1. The monthnumber is located in cell A1.
There is of course several ways to do this, but is there a simple and easy formula one can use.
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Oct 16, 2008
i have a dataset which is like a timeseries with 3 columns
first is year second month third values
so lets say like this
year month day value
2004 12 29 100
2004 12 30 200
2004 12 31 300
2005 01 01 50
2005 01 02 60
.....
I need to calculate the quartiles with the condition of the year or the month or even both... I suppose i need something like an array but i couldnt make it work untill now.
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Jan 28, 2009
I have a cell in which I will input the last day of a month (e.g., 1/31/09, 2/28/09, etc.) In another cell, I want Excel to show the last day of the previous month. Is there a formula to calculate this automatically?
I enter in Cell 1: 1/31/09
Excel calculates in Cell 2: 12/28/08
I enter in Cell 1: 2/28/09
Excel calculates in Cell 2: 1/31/09
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Oct 18, 2013
I am trying to calculate the Date of the next occurring 3rd Friday of the month in relation to a Static Date in a cell. So if Static Date in cell is Tuesday of the second week of a month, then I am trying to return the date of the 3rd Friday of that month. If the static date in the cell is the third friday of the month, I just want to return that particular date. And if the static date is after the 3rd Friday of the month, I am trying to return the 3rd friday of the following month. So far here is the formula I am using:
Code:
=DATE(YEAR(A2),MONTH(A2),14+CHOOSE(WEEKDAY(DATE(YEAR(A2),MONTH(A2),4)),2,1,7,6,5,4,3))
The problem I have is that if the static date is after the third friday of the month, this continues to return the 3rd friday of the month of the static date and does not advance to the third friday of the following month. Looks like I cannot attached a sample spreadsheet but here is a screenshot of the sample sheet:
[URL]
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May 7, 2014
In cell A1 = 15/06/2006 (dd/mm/yyyy)
What is the formula to find how many no. of days in month provided in cell A1.
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Feb 22, 2008
I have a worksheet where the current months date is entered in cell E1 (format dd/mm/yyyy) , using an input box.
I need a formula the will calculate the previous months month end date in cell A6 and the month end prior to the date calculated in A6 in cell A13.
where the dates start with 31 for eg 31/01/2008 , then my formula works, but if it starts with 30, 29 or 28, then obviously it does not work.
I would like a formula that will calculate these previous month end dates correctly.
See example below ....
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May 5, 2014
i wish to do some conditional formatting. my target for the first 6 months from date activated is 50,000 after 6 months is 100,000. and for those below target, i will need it to be highlighted in red. thus i have 2 sets of conditions.(calculate the no. of months and the revenue).
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Dec 30, 2013
I would like to calculate the week number of the month based on a date.
Now my days would only include working weeks (Monday - Friday).
Supposed the date is 12/31/2012:
M
31-Dec
T
1-Jan
W
2-Jan
TH
3-Jan
F
4-Jan
Since it only occupies 1 day of the workweek, then it will be considered as Week 1 of January. If the date is 1/28/2012:
M
28-Jan
T
29-Jan
W
30-Jan
TH
31-Jan
F
1-Feb
It will be considered as Week 5 of January since it occupies 4 days of the working week. If the date is 4/29/2013:
M
29-Apr
T
30-Apr
W
1-May
TH
2-May
F
3-May
It will be considered as Week 1 of May since it occupies only 2 days of the working week.
Basically if the date's month occupies 3 or more of the working days of the workweek then it will be considered as part of that month's working week. Is this possible with formulas? I tried to explain it the best I can.
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