Calculating Prior Year Info

Jul 23, 2008

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?

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Formula To Distinguish Month Year From Prior Month Years

Feb 13, 2010

This is for a report and on "Summary Worksheet" I want to post "Current Payment" totals IF the invoices from "Tab 3" equal the "month" in G6. Say the report is for January - if there are invoices on Tab 3 -worksheet with a January date I want to post all invoice amounts on Summary worksheet under current payment.

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Dec 12, 2006

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

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Sep 1, 2008

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.

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Jan 24, 2008

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.

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Feb 4, 2014

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.

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I 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.

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May 12, 2014

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Aug 22, 2014

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'....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")
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Dec 8, 2013

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
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Sample file is attached : Comparison_Years.2011.xls‎

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Mar 8, 2014

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The problem I run into is with the months that extend into the next year, in my data table I have month by month listed started on 01/01/2014 ending 12/01/2014 but as soon as the month is no longer January the last column in my budget cannot find the information needed due to it looking for 2015. so what I would like to know is if there is a way to make the data table change the year to the following year after today is beyond that month, so for example on March 1 2014 both January and February would be changed to 2015.

Attached is an example : Budget Example.xlsx‎

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This would be UNBELIEVABLY valuble to me. Thus, would I be in eternal debt to he/she who would resolve this here.

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I am mailing a letter on the 15th day and the 45th day after a hire date. The effective date will be the 1st of the month following 60 days. A meeting will be held every 3rd Thursday of the month for all new hires. What I am trying to accomplish is calculating the 3rd Thursday of the month PRIOR to the 1st of every month.

i.e. hire date is 3/11/14 - 1st letter goes out 3/26/14 (15 days) - 2nd letter goes out 4/25/14 (45 days).

Their eligibility date is 6/1/14 (1st of the month following 60 days).

The meeting is held on 5/15/14 (3rd Thursday of the month prior to the first of the month (June))...
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Sub AddModuleToProject()
On Error Resume Next
Debug.Print Err ' I GET 0
Dim VBProj As VBIDE.VBProject: Set VBProj = ActiveWorkbook.VBProject
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Dim VBComp As VBIDE.VBComponent: Set VBComp = VBProj.VBComponents.Add(vbext_ct_StdModule)
Debug.Print Err ' I GET 91
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Debug.Print Err ' I GET 91
End Sub

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