Calculating Retirement Date Based On Retirement Rules?

Feb 8, 2013

I need to calculate the retirement date of an employee based on the following 3 rules (in essence, the employee's retirement date is whichever rule the employee meets first)

At least 55 years old AND 20 years of service
OR
At least 60 years old AND 5 years of service
OR
At least 65 years old AND 1 year of service

I have Date of Birth in Column F and Hire Date in Column G.

I was able to hack something together when I had only two rules to deal with, but it was a very hard to follow IF statement. With three rules I'm having trouble.

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File For Deliberations On Proper Entry Date Into A Retirement Plan

Dec 31, 2008

I work on an Excel file to determine property date of entry. While I have not completely worked out all of the bugs or the permutations or problems that may come up, I do feel that I have discerned an important part of the problem. The sheet where I set up my formulas and functions has the name 410a elig and coverage and should have a green tab.

To explain my reasoning; in this hypothetical situation, a company's plan has two dates of entry, January 1st and July 1st. An employee enters the plan on which of these two days follows closest or coincides with his or her attainment of 1,000 hours of service during the twelve months forming his or her initial eligibly computation period. If an employee starts work from January 2, 2005 to July 1, 2005, then that employee would enter the plan (provided he or she worked 1,000 hours during the initial eligibility computation period) on July 1st, 2006. If that employee started work from July 2, 2005 to December 31st 2005, then that person would enter the plan on January 1st, 2007.............

Some of the abbreviations or acronyms spelled out:
OYFDOH=One Year From Date of Hire; for now, the issue of leap years I will set aside
Month Function
Month=Month Function
JJ: January or July

OYFDOH MON JJ Year
8/7/2006 8 1 2007
1/2/2006 1 7 2006
6/1/2006 6 7 2006
3/1/2006 3 7 2006
8/1/2005 8 1 2006
6/1/2006 6 7 2006

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Employee Retirement Plan

Oct 27, 2007

how to use formula in the monthly contribution field to calculate 7% of pay (salary)

Lenght of Total pay Monthly contribution cummulative
Service retirement value
3.6 $528.94

Please one more thing. How do i use FV Function, monthly contribution, and the lenght of service field to to determine the current value of the employees retirement palan.

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Retirement Calculator For Citizen In Canada (RSP, Provincial And Federal Tax)

Feb 23, 2007

I don't know if some of you have an example on how to create a retirement calculator for citizen in Canada (RSP, provincial and federal tax) ? Do I need to create some sort of Monte Carlo simulation do to so ?

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Feb 11, 2009

I'm looking for assistance with working out the following formula. I live on an apartment complex in Marbella Spain and we pay Monthly Community Fees of say $100.

We want to calculate a penalty amount for late payers of say 30% of the monthly fee due for non payers? So for instance if the monthly amount due in Cell D8 = 100 and the actual amount received in cell E8 shows 0 or then increase any figure due for the following month in Cell F8 should increase by 30% ($ 130) in the following month. and so on

I use Excel ver 2003. Trust my query is reasonably clear?

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Excel - Date Validation Based On Rules

Nov 29, 2011

Validation on Excel

The User enters the date in cell D5 - I would like excel to validate the date based on the following rules:

1. Format "dd/mm/yyyy"
2. Prevents entering any weekend dates
3. When the user enters the date it can be the previous or current months date range

I have tried several ways in excel but I can't get anything to work. If an error occurs I want an alert message to appear.

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Sep 1, 2013

I'm having trouble with a complex Excel formula. I'm calculating child support owed based on the current date coupled with future child support owed. My columns are as follows:

Debt / Future Amount Owed / Monthly Payment / Total Amount Paid
10,148.72 / 83312 / 508 / 1000

On the first of each new month, the Future Amount Owed should decrease by 508. Altering the Total Amount Paid should decrease the Debt column. Progressing another month without altering the Total Amount Paid column should add 508 to the Debt column while subtracting 508 from the Future Amount Owed column.

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Feb 18, 2014

I have a file which I want to copy the lines.

I have made a test file for clarity. See annex.

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Delete Rows Based On Rules

Aug 21, 2007

I am trying to clear row with the following rules:

the last cell must not contain 0, if 0 delete entire row.
the first cell the the A row should be only three character long, if more delete entire row.

Now I managed to delete the 0 in the last cell and but cannot get the VBA to count the characters in the first row and if more than three, delete the entire row . I know to count the characters in a cell is done by Len(Rng.Value) , but getting the VBA right is alluding me .

the script is here,

Sub Del_rows_with_zero_in_column_of_activecell()
Application.ScreenUpdating = False
Application.Calculation = xlCalculationManual
Const StartRow As Long = 1 'Row to Start looking at
Dim StopRow As Long
Dim Col As Long

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Jul 22, 2014

I have a long set of data that I extract a "table" out of based on index matching controlled by 4 different criteria. This part is working as intended. However I need to format the cells with the corresponding "fetched data" based on another criteria. Makes sense? Have a look at a spreadsheet i made representing my problem. It has comments for the problems.

excel tableformatting problem.xlsx‎

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Nov 6, 2007

I have a sheet that has 13 players listed in rows down column A. I have 6 columns each representing a quarter in a game. I was wondering what the best way would be to randomly select 5 players in each column and to distribute each cell selection as equally as possible over the 6 quarters.

So what I am doing is having excel designate equal amounts of playing time for each player each game.

Is this possible.

Can I base this off of previous games?

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Excel 2010 :: 3+ Conditional Formatting Rules For Cell Range Based On Formula From Other Cells

Feb 5, 2013

how to apply conditional formatting via VBA to a range of cells based on input from another range of cells. Obviously this would be easy in Excel 2010, but I'm still using 2003 at the office and it needs to stay in this format to be readable by other users:

For cells M8:EK8, my conditional formatting
condition 2: Formula Is =AND($E$8>=M2,(($E$8-$D$8)>=(N2-$M$2))), color index is 40
condition 3: Formula Is =AND($F$8<=M2,$G$8>=M2), color index is 39
I want to add:
condition 4: Formula Is =AND($H$8<=M2,$I$8>=M2), color index is 40
condition 5: Formula Is =AND($J$8<=M2,$K$8>=M2), color index is 39
and so on

The cells in the range M8:EK8 are blank, they only get colored based on input added to D8 to K8. If there is no input, then the cells should be uncolored.

resource tracking ex.jpg

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Aug 3, 2006

Basically, I want to format a group of cells to display 1 decimal figure if the number is not a whole number. If the number is a whole number (or if the rounded first decimal place is 0) I want it to display no decimal.

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Sep 16, 2009

how to calculate the age from the date of birth and was given these two responses

1) I may be way off here but all that coding seems a waste !

I have in cell A1 = BLANK <--- enter your DOB here

I have in cell A2 =NOW()

in cell A3 do = A2-A1

Format that to General

In Cell A4 do =A3/365

Format that to no deciamal places and you get the age - this one is adding a year to everyones age?

2) Alternatively, if the DOB is A1 :-

=INT(YEARFRAC(A1,TODAY(),1)) - This one does not work it is saying there is an error with the "yearfrac"?

It is also when I am trying to put these into a pivot table, the pivot table is listing these down to 5 decimal places( when I have formatted to zero)????

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Mar 25, 2014

At the moment I have a simple formula that calculates the due date of a task

The log in date is in cell B3, I use a simple formula in cell F3 "=B3+20" - This gives me the due date

I now need to add another log in date but use the same due date cell

So now ....

Either B3 or D3 will contain a date - whichever one is populated I will need the due date displayed in cell F3

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Sep 6, 2005

http://www.cpearson.com/excel/datedif.htm
--

"malvis" wrote:

> Is there a formula that can calculate age when given only Date of Birth?

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Oct 13, 2011

I have a need to calculate the latest and earliest date in a given range, but I cannot seem to make it work properly. The range looks like this:

Code:
23/08/201120/08/2011 13/08/11 13/08/11 13/08/11 13/08/11
and the code is:

Code:
d1ST = Application.WorksheetFunction.Max(rRow)

No matter the information in the range, the statement is returning "0" (or "12:00:00") - I have tried setting d1ST as a date and double data type.

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Nov 24, 2012

I think I may have over engineered this formula.

$F$40 = Cell with Event Date

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May 2, 2014

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The formula I am using is : =DATE(YEAR(A10),MONTH(A10)+1,DAY(A10))

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I am trying to create a formula that returns the date on the friday (ie last working day) of whatever week I am currently in. So, for example, I guess I would use the 'TODAY' or 'NOW' function somewhere to determine the present date - but how do I then determine the date on the Friday of the current week?

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Oct 4, 2009

I was trying to figure out how you could caluculate a project end date, based on a start date (dd,mmm,yyyy) and a project duration of lets say 5 work day and the work week is five days long (monday to friday). If i have a leave on the week days like tuesday is bank holiday then it should give be the date excluding that tuesday and wednesday leave and caluculate 5 working days and shoule give the project end date.

Example date: 5-Oct-09

Project end date:09-Oct-09

If i have bank leave on 06-Oct-09 means.

My project end date:12-Oct-09

Note:Bank holidays are fixed date example(every year bank holiday 06-oct-09,02-Dec-09,25-Dec-09)

Please dont need a macro.

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Apr 11, 2014

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A1: 04/11/2014
A2: (Date 61 days from date in A1)
A3: (Date 90 days from date in A1)

Is this possible??

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Feb 15, 2014

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Jun 12, 2009

I have a truck log. Every time some comes in to take a truck they must log the truck out with the millage. After a week, I am supposed to find out how many miles my trucks ran for that week.
What would be the code to....

In K column, calculate the milage that is in row F; which is A3 - A2 and so on down. But it would have to skip a line every time the truck number changes (in column C) it would skip that line. It would go until a blank cell.

Does anyone have any ideas how to do that?

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Mar 21, 2006

Within 4 columns, I have a series of:
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For example, the time difference between 8am on the 20th March and 1pm on the 21st March is 29 hours OR 1 day and 5 hours.
I need a formula which will calculate this for me.

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Sep 20, 2008

I'm using the following formula to find the 1st date that a particular rep wrote an order.

{=IF(S4="","",IF(MINA(IF('Daily Compliance'!$A$2:$A$5028=B4,'Daily Compliance'!$O$2:$O$5028))=0,"",MINA(IF('Daily Compliance'!$A$2:$A$5028=B4,'Daily Compliance'!$O$2:$O$5028))))}

I also need to figure out when they write their 10th order, but have had no success figuring that out.

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Mar 9, 2009

I am trying to calculate dates that will happen 16 days from date specified in column A (A23:A200), based off a certain entry in Column B (B23:B200), which is named in cell P5. I can get the date by doing the specified date + 16, e.g. =IF($B$23:$B$200=$P$5,$A23+16,"")

The trouble I am running into is not having the date populate until it has reached 16 days from the dates in column A, show blank if possible until 16 days from date in column A. The dates in column A will always be previous to todays date.

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Sep 14, 2011

I am trining to calculate SLA times based on P2, P3 & P4 calls, the only issue is with P2's as the SLA includes the weekend, how to include the weekends into my formula?

AE2 = Priority
U2 = START DATE & TIME
V2 = END DATE & TIME

[Code]....

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Mar 14, 2013

I've managed to sort the first half of this issue, in that I can calculate the number of days within a given month which fall inside specified to and from date parameters..

The formula I've used is thus :

Code:
=IF(EOMONTH(A13,0)EOMONTH($I$9,0),0,IF(EOMONTH(A13,0)>$I$9,$I$9-(EOMONTH($I$9,-1)),EOMONTH(A13,0)-(EOMONTH(A13,-1))))))

This examines a date value (A13 in this case) and assess whether any days within that month are between the two date parameters specified in H9 and I9.

H9 = 01/01/2011
I9 = 15/05/2011
Jan-11
31

[Code]....

What I need to do now is specify a second set of date parameters in H10 and I10 and add those into the assessment. The dates will NOT overlap.

So, for example, if I were to set H10 as 01/07/2011 and I10 as 15/07/2011, the results would appear as below

Jan-11
31

Feb-11
28

[Code].....

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