writing a formula that would result in my organizations' business fiscal year.
Assuming the fiscal year is 2008, the quarters are as follows:
1st QTR = 7/2007 - 9/2007
2nd QTR = 10/2007 - 12/2007
3rd QTR = 1/2008 - 3/2008
4th QTR = 4/2008 - 6/2008
When 7/1/2007 is entered, the result should be Q1-2008
10/20/2007, Q2-2008 and so forth.
I have an issue within Excel and I really hope you can assist me in cracking it. Let me try to describe my problem;
I have a given date, e.g. January 22, 2001
With this date I need to add 4 years, so I simply did cell * 1460 (as that is 4*365), so I end up with January 21, 2005. So far so good...
Now I want to know the Fiscal Year which this month is in.
Example, fiscal year 06 is from June 1, 2005 - May 31, 2006.
This means that I need some kind of calculation to see in which Fiscal Year this date is. In my above example (January 21, 2005) this is FY06, but June 1, 2006 would be FY07.
How can I do this? I experimented with using Year() and Month() and then do some logical check with IF, but I can't crack it... Who could help???
When possible the solution should not have hardcoded years, so even if I enter a date in August 2050 it should still say FY51.
I have a spreadsheet full to the gills of patient information. I have a separate sheet with information from the first spreadsheet like counts of a certain type of tests or diagnosis codes using a 'countif' function. This is based on all the info in that first sheet. I want to make a second sheet with the same basic setup, but only from the patients who visited during this fiscal year. Is there a code I can use to make this happen?
Let's say the date of the visit is in column A and the test type is in column N. The code I'm already using is =COUNTIF(Info!N:N,"*TestName*") How do I get this to return results only if the date of visit was within the fiscal year?
When I group information in a pivot table by date, and select quarters or years, it is of course based on a calendar year. Can this be done by fiscal years?? using an addin or something, where I set the start month of the custom fiscal year.
View 5 Replies View RelatedI'm having a data only pull week number and year. We are using Fiscal calendar starting in July. For example, A1 = Week number and A2= Year. How to set up a formula to retrieve a date for this? If A1 = 2 , A2 = 2013, the date will be 07/14/2012. I want the date pull of on Saturday every week.
View 6 Replies View RelatedThis is my code. It is for checking that only a 4 digit fiscal year is entered in a cell. The code works fine except it only checks a max of three time. So if the user enters xxx it will prompt for a correct response three times, if xxx is entere a 4th time then that value appears in the cell. I was wondering why this is taking place.
Here is my
I am working with a fiscal year that starts in December and ends in November. I want to make a user defined function that will return the fiscal year of a date. I've created the below code, but it returns a zero.
Function FiscalYear(DateFY)
If Month(DateFY) = 12 Then
Year (DateFY) + 1
Else
Year (DateFY)
End If
End Function
I am looking to create a function that outputs the upcoming quarter end date based on a specified start date, for which the quarter end is based on a broken fiscal year ending december 15.
As an example, say that you sign up as a customer with an internet provider on 2014-01-01. The internet provider charges all their clients on a quarterly basis and have a broken fiscal year ending on december 15. Hence, as you signed up on 2014-01-01 you will be charged on 2014-03-15, which is the date of the company's first quarter end.
So what I would like to do is to set up a function that outputs the first date I will be charged based on the date that I sign up. If I sign up between december 2013-12-16 and 2014-03-15, the formula should output 2014-03-15. If I sign up between 2014-03-16 and 2014-06-15, the formula should output 2014-06-15 etc. etc.
I use this formula at work to calculate business hours from Mon-Fri:
=IF(OR(L10="",L11=""),"",(NETWORKDAYS(L10,L11,$N$2:$N$23)-1)*($Q$3-$Q$2)+IF(OR(ISNUMBER(MATCH(INT(L11),$N$2:$N$23,0)),WEEKDAY(L11,2)>5),$Q$3,MEDIAN(MOD(L11,1),$Q$3,$Q$2))-IF(OR(ISNUMBER(MATCH(INT(L10),$N$2:$N$23,0)),WEEKDAY(L10,2)>5),$Q$2,MEDIAN(MOD(L10,1),$Q$3,$Q$2)))
where Q3= business start time 8.30am
where Q2= business end time 5.30pm
thus the difference between 18-Apr-08 16:30 and 21-Apr-08 13:30 is 6 hours.
I now need to adapt this formula for another Department that also works on Saturday from 8.30am to 5.30pm.
It should be deplaying dates of weekly days in Monday, Wednesday and Friday excluding sundays. Or Tuesday, Thursday Saturday excluding Sunday. e.g
Mondays, Wednesdays and Fridays of June
June 1, 2006
June 3, 2006
June 6, 2006
Tuesdays, Thursdays and Saturdays of June
June 2, 2006
June 5, 2006
June 7, 2006
This should be happening after entering any date on the first cell of the List and should accommodate up to 3 months
I'm trying to find a formula for calculating the number of business hours a service request may be open; this request may have been opened and even closed outside of business hours. I found a formula that appears to be working:
=(NETWORKDAYS(StartDate&TimeCell,StopDate&TimeCell,holidays)-1)*(CloseTimeColumnLetter$CloseTimeRowNumber-OpenTimeColumnLetter$OpenTimeRowNumber)+IF(NETWORKDAYS(StopDate&TimeCell,StopDate&TimeCell,holidays),MEDIAN(MOD(StopDate&TimeCell,1),CloseTimeColumnLetter$CloseTimeRowNumber, OpenTimeColumnLetter$OpenTimeRowNumber),CloseTimeColumnLetter$CloseTimeRowNumber)-MEDIAN(NETWORKDAYS(StartDate&TimeCell,StartDate&TimeCell,holidays)*MOD(StartDate&TimeCell,1),
CloseTimeColumnLetter$CloseTimeRowNumber, OpenTimeColumnLetter$OpenTimeRowNumber)
What I don't know is HOW it works, I don't know what any of those formula's mean (with the exception of NETWORKDAYS). I'm trying to "show my work".
Calculating Number of Business Days Between Two Dates?
View 9 Replies View RelatedI 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
I have attached the spreadsheet in a pdf. I can e-mail it to anyone who is is willing to help me.
I am trying to calculate the amount of income per calendar year from each tenant.
I have, for each tenant, a commencement date (the date that the first lease year began) and a termination date (the date the last lease year ended). If a tenant has signed a 10 year lease, for example, and his lease commenced on February 15, 2005, then it will terminate on February 14, 2015. The 10 years in that range each have a different rent for that year. Year 1, (from February 15, 2005-February 14, 2006) he will pay $4k a month. In Year 2, (from February 15, 2005-February 14, 2006) he will pay $6k a month. What I want is a set of columns that show the total rent he will pay in 2005, 2006, and so on. The 2005 total should be: $42,000 (10.5*$4000). In 2006, it should be: $69,000 (1.5*4000 + 10.5*6000), and so on to year 10 (being split between 2014 and 2015. Also, please note that the lease could commence on any day of the month and they pay the corresponding pro-rata share of rent based on the number of days into the month the Lease Year is starting/changing.
The result should look like this:
[2005][2006]
[$42000][$69000]
next tenant amounts
next tenant amounts
I trying to find a formula to give the difference between two dates in year and month.
For example, the start date is Feb 1 2006 and end date is Jan 1 2008.
The formula should result in 2.11
I tried the following formula from a previous thread but it gives the answer in text but I need it to result in 2.11.
[url]
My Financial year runs from Oct to Sept. My current month is June 2008 and the YTD Expenses is in Cell P2032. I have set up a formula to calculate the prior YTD Expenses as sum(AU2032:AM2032) This is for the period Oct 2006 to June 2007. When I do July 2008, I would like to the formula to caculuate the prior YTD Exp as sum(AU2032:AN2032)
How can I get the formula to Change Automatically based on the Month & Year as per the example shown above?
I have developed a financial calculator that asks the user for the "input date" which is used to record balances as of the input date. My interest calculation for the first year is based on the current date compared to the input date. For example, if the user is keying in a current balance of 10,000 @ 10% interest, and the "statement date" or "input date" is 12/30/2013, and the current date is today, 2/4/2014, then it should calculate interest for the entire year of 2014. It is not doing that. It calculates $3 interest.
But if input date is 6/30/2013 with current date of 2/4/2014, it seems to work OK. It calculates interest of $504 in that case. It appears to get messed up with the year transition between current date and input date. The formulas I have listed below appear to work fine except when the input date is 2013 for the year and the current date is 2014. The formula does not "see" that input date was last year. There must be a minor tweak to formula I am overlooking.
Cell C2 = Today's Date=TODAY()
Cell C3 = Input date (user keys in date in mm/dd/yyyy format)
Cell E2 = "translate input date to year format" =DATE(YEAR(C3),12,31)-C3
Cell E3 = Investment Rate
Cell G2 = yr 1 interest rate adjusted =(E3/1)*($E$2/365)
Cell C21 = Current Balance
Cell D21 = Interest Yr1 = C21*G2
I need the interest calculation to account for partial year accrual.
I need to calculate SUM and AVERAGE of rainfall for each and every year separately and must be displayed separately in a separate column. For your easy understanding, I have done manually and attached the excel sheet.
View 6 Replies View RelatedI have a spreadsheet that tracks “points” for hourly associates on a daily basis that totals weekly and monthly. This spreadsheet works on a rolling calendar year instead of a fiscal and I need to be able to capture the totals for periods of time by days.
For example, I would need to view how many points ‘employee x’ has from 2/25/09 through 2/25/10. I have attached the spreadsheet, which includes tabs for each week ending and a summary page.
I need a formula that will calculate the number of days (ex from 10/1/08-1/1/12) and will differentiate between leap year and a regular year. I am trying to calculate interest between 2 dates and leap year is calculated on a different interest rate. Right now I have it set up so I have to manually type in the leap years in a separate field instead of being able to just you point a to point b.
View 2 Replies View RelatedI'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.
View 4 Replies View RelatedI 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
Our fiscal calendar year is from Nov 1 (Q1) to Oct 31 (Q4). If I have a column of cells with each cell containing a date of the year, do you know of a way for me to be able to determine which quarter a particular date falls into? See the attached workbook for an example.
View 3 Replies View RelatedI have a spreadsheet that I use to convert a purchase order ship date from the actual date to the corresponding week it falls out on. The fiscal year always starts on February 1 regardless of the day of the week. The problem i am encountering is when the year changes. As soon as I enter 01/01/2010, the response I get is -4, where as 12/31/2009 is 48.
I am using the following formula that I found somewhere, where R2 = 02/01/2009 (02/01/2009 falls out on a Sunday). =INT((R2-DATE(YEAR(R2),2,1)-WEEKDAY(R2,1))/7)+2. I need to make the formula "not care about" the day of the week.
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
I am attempting to check to see if the current week is the end of a period or not. If it is, I need to display some text, and if it is not, I need to display nothing.
Since I am Computer Science major, the best way I can describe this is through and if structure from a low-level programming lanuage (like C++ or Java):
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)
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
I have two combo boxes: One for entering the Year, and one for the month. I can produce a message if the user leaves either box blank but I want a message to apear it the user selects a year AND month less than the current year (iYear) and current month (iMonth). I therefore need an AND statement between the two criteria but i dont know how to do it.
'....First Checks the Comboboxes arent blank then below Checks a future month/year secection is chosen
ElseIf YearBox.Value = iYear & iMonthbox < iMonth Then
MsgBox ("You may not enter Data before the current Month")
Else '...... Run main code here
Looking for a formula to compare current year values to previous year values. For example, if the current year has values for the month of January through March (100, 100 and 150), current year value will be 350 and the previous year value will be 975 (i.e. 300+275+400). The aim here is to make the previous year months summation equal to the present (or current) values. As new values are entered for the current year, the previous year's values will have to change to reflect the new month's value entered for the current year.
Month 2012 2013
Jan 300 100
Feb 275 100
Mar 400 150
April 650
May 454
June 800
July 500
Aug 375
Sep 525
Oct. 300
Nov 410
Dec 510
Sample file is attached : Comparison_Years.2011.xls‎