I have created a model that shows me the money that I am owed each month. However, I receive the money over a 3 month period.
Using a formula I need to determine how much I actually receive in total each month, factoring in that I receive each months revenue in three equal payments over three months.
In month 1, I am owed $A, but this payment will be split over 3 months.
So in month 1 I collect $A/3. In month 2, I am owed $B but this payment will also be split over 3 months so in month 2 I collect ($A/3 + $B/3), etc etc. In month 3 I collect the ($C/3) + ($B/3) + (last payment of $a/3) etc etc
How do I present this in a formula so I dont have to adjust every single column manually?
I need to follow the same structre for another scenario using 18 months as well.
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:
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.
I know the title is a bit vague, but I cant think how else to word it!
I have a sheet (attached) which works out hours worked, and if the amount is under a specified target, it counts how much time is owed. The problem occurs when someone works more hours than the specified target.
I guess I need an IF formula of some kind, to say if the figure is over the target, to put zero in the hours owed column.
I am creating a membership style database and keep hitting a few walls.
Formula to show money owed;
Example
Date Joined - 01/01/2010 Membership Years - 4 Annual Payment Fee - £25 Paid to Date - £0 Amount Owed - should be yearly fee x amount of unpaid years but is there a formula I can use for this?
I am trying to count hours where calls are received between 8am and 5pm Mon-Fri. If just one call is received between 8am and 5pm Mon-Fri then only one hour would be counted. Calls in excess of one call in the same hour do not count more than one. So if two people called from 8am - 9am then that would equal 1 and if on call came in from 9-10 then that would also be 1. Attached is a sample output.
I am looking for a way to count the number of emails I receive per day and hour, below is a chart that I use to see the data. I had accomplished this with sumproduct, however it severely slows down the workbook processing to the point that it is no longer an option to use it. I extract my data from outlook and format my date and time in the same column such as 10/01/2012 15:00, I work from 7AM until 5PM then all other email are considered after hours and go in the 5p-7a row.
Every week I receive a sheet of data that I need to import into my master spreadsheet. The problem is I have to adjust the data I receive to import it unless there's a better way of doing it. I'm trying to automate both the modification and the importing of this sheet. I've tried to create a macro to modify and import without any success.
To adjust the spreadsheet I receive I need to: delete or find a way to exclude the first 3 rows, the bottom row with data stating "complete" and columns C,D&E from being imported; change font, size, color, bold to match the main spreadsheet in addition to formatting; split data in column A and remove any special characters. Formatting is important because I have to be able to easily remove duplicates. Also, the number of rows in the sheet I receive changes weekly.
I've attached a workbook with sample data. The first sheet is representative of what my master looks like, the second is what I sent and the third what I've been modifying it to and then importing. As stated before, I'd like to have my master automatically update with the sheet I sent, but I'm at a loss having to reformat everything every week before importing. Having the sheet that's sent to me revised before I receive isn't an option. What's the best way to automate this?
I have been working on some ODBC queries in Excel 2010.
First, I recorded them using Excel's Record Macro function, to get an idea of what sort of source data I would need. Then, I rewrote them into something a little more intelligible.
Pulling out all the sensitive info, I want to know how to add the .ListObject.DisplayName property back onto the results of the query. I tried doing it intuitively, but it didn't work. It was in there when I recorded the macro, but I can't seem to figure out where to put it back into the re-written code. Other parts of the code depend on the results of the query being a 'named field'.
[Code] .....
Also, where would I find out what all that stuff in Cnnect means? DBA, APA, EXC, FEN, etc are all just assignments, and I might like to change some to make this run a bit quicker, if I knew what they meant.
I've sent out an excel spreadsheet to a whole load of people and some have received emails back saying that it won't open properly. It's got a form which pops up and populates two data sheets behind it.
One of the issues I've had so far is that the Microsoft Common Controls library isn't installed on some computers so the form won't work. Are there any other controls that are likely to not be installed and thus prevent the form from opening?
Attached is my sample data...Indicative Data_Revenue 2.xlsx
My aim is to populate columns C to G (Q1,Q2,Q3,Q4) automatically via vba against a particular account name(in expected output tab).The account names will have a Key word (listed in the "List Of Account" tab)The Q1 Sum should be a sum of Q1 revenue against all such accounts containing the Key word. Same applies for Q2,Q3 and Q4.Each account has 3 types. viz, BAU, Top Commits and Strong Prospect.
The BAU quarter sum should be pulled from "Revenue 1 - Assured" tab where Q1=Apr+May+Jun, Q2 = Jul+Aug Sep and so on. The Top Commits Sum should be pulled from "Revenue 2 - Expected" against all records where "Sales Stage" Column equals Stage 4. The Strong Prospect Sum should be pulled from "Revenue 2 - Expected" against all records where "Sales Stage" Column equals Stage
Currently I am using formulas but there is too much of hard-coding and its becoming difficult to manage as Accounts increase.
I own a local restaurant and want to streamline my excel spreadsheets. Currently, I have yearly workbooks (2005, 2006, 2007, etc.) that have all of my revenues included in them, split up monthly by worksheets. I then have lines for each day within the month for the revenues earned at that day.
So, if I want to find how much revenue I earned on March 1st, 2006, I go to my 2006 book, March worksheet, and look at the 1st. Here's where my problem lies.
I want to create a new spreadsheet where all I have to do is type in a certain date (say March 1st, 2006) and all of the information for the date will be automatically displayed on the new sheet.
I am trying to figure how to get a formula to work that will spread revenue number over a four month period. The dates will be dynamic so they will change but the spread stays the same.
I have attached a snapshot of what I am trying to do.
I can achieve that with the use of SUMPRODUCT. However next month, I will then have to manually change the SUMPRODUCT formula so that it will extract data from the Feb column instead of the Jan column.
Is there a formula which will not require me to change the formula every mth? Ie. I can get my answer simply by changing the criteria?
I made 2 sheets: the first one contains the database and in the second one i want to analyze it. Now i am looking for a special sum- function. I want to sum total revenue for a particular company (criteria 1), in a filtered country (criteria 2), month (criteria 3) and class (criteria 4). I'd like to first execute the three filters (country, month and class) and then be able to total revenue of that particular company. Note that after the filters still several companies are visible in the database. Does anyone know how to calcalate this in cell B9:B12 (Analyze sheet) of my attached file.
I have sales data for Clients that has the client name month and year(combined for date) and revenue for each month. I would like to take all clients in a given month and see the average revenue per client and then be able to display that in a bar chart by month. I also have the data loaded into a PowerPivot Data Model.
I have a deferred revenue model. Revenue from each month earns out at an equal rate over twelve months. Sales for each month are in column B (B21) and C. I created formulas for the first year but when I get to the second year, I'm not sure what to do, because the earned premium will include values from previous year sales and current year sales.
So here's the setup: A customer purchases a service which lasts 6-months. As such, revenue recognition for the company can only occur as the service is provided. So if a person orders a $600 service at the beginning of a month, revenue will be recognized at $100 for the next 6 months. I'm trying to create an Excel Waterfall chart which will show the monthly revenue recognition amounts for all orders depending on the date which they were ordered.
I've attached a sample of what I'm looking to do. It's become tricky for me because Revenue Recognition is pro-rated based on the date ordered (i.e. order on the 20th of a month so at the end of the month 1/3 of the month is recognized as revenue). I'm looking for something that will populate the percentage of the order amount, each month, that will be recognized. I've populated what row 3 should be, but there doesn't seem to be an easy way to apply a formula or something across all cells.
I need to work out Revenue Rank & Year to Date calculations.
Consider a simple table:
| Partner Name | Year | Month | Revenue | ------------------------------------------ | John Smith | 2008 | Nov | 2000 | | John Smith | 2008 | Dec | 2200 | | John Smith | 2009 | Jan | 1898 | | Mary Smith | 2008 | Nov | 1767 | | Mary Smith | 2008 | Dec | 1867 | | Mary Smith | 2009 | Jan | 1953 | ------------------------------------------ etc..etc...
I'm not using Pivot Tables since there are more complex issues around presentation which are preventing me doing this so are using good old formulas..
Revenue Rank is in reference to the Partner in this case. I need to be able to say John Smith is rank x out of xx by summing up his revenues for both:
a) one month b) a range of 3 months back
How do I work this out? Especially the date calculations when I just have a year and month in separate fields?
I have a spreadsheet that holds a list of customers and the contracts they have with my company - this sheet includes the Total Contract Value in £s - so how much each customer will pay us for the service - the period of the service - so the start date of 01/01/08 to end date of 31/12/08 for example. What I then have is all the months across the top of my spreadsheet and I need to extrapolate the contract value, based on the period between the months.
Initially I had complicated formulas that simply divide the value by the number of months of the contract - however, my company has since changed the policy and requires it to be done to the day.
For example, if the value was £12,000 and the period was 12 months from 01/01/08 - to calculate January 08 it would be - 12,000 / 365 * 31, Feb would be 12,000 / 365 * 29 and so on...
Does anyone know how I can do this - bearing in mind that each contract won't be as easy as 12 months - it may be start date of 15/06/08 to 08/10/10 for example... If anyone can help me do a formula or formulae to calculate the value for each month - I would be very very grateful - as always... [/img]
I have a question on data interpolation with Excel 2007. Normally, this wouldn't be too much of an issue for me, but for some reason I cannot figure it out.
I'm working on an Income Statement, which is designed for 5 years. I have values 1 and 5, which are given to me (B7: 3,500,000 and F7: 5,200,000). I'm trying to figure out the other 3 years of revenue assuming a growth trend. The values should fill the series B7:F7.
I have been asked to go through some information which has over 200 000 lines, what I need to do is as follows:
where order number is unique, revenue source = "Unique" where order number appears more than once, check division to see if it appears in more than one division, if it does revenue source = "Cross Selling", if it does not then revenue source = "Divisional Package"
I need all of the above in formula line which will be inserted in the revenue source column
I have attached the file with a sample of the information I am using.
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).
Regarding the attached pivot table screen shot, I would like to be able to add total revenue and cost for each product and overall to this pivot table. IOW, instead of just showing the net amount of 3,200 for all blenders, I would like it to show Revenue of 12,500, Cost of (9,300), and the net amount of 3,200 for all blenders (i.e., for Boise and Chicago combined), in addition to the totals for each of the two plants. Also would like to see total revenue, cost, and net for all products and plants combined at the bottom. Can this be done?
I know I will earn $5,000 of monthly revenue from a client. $5,000 is represented in a monthly revenue cell. I have 12 columns showing the 12 months of the year. There is an additional cell showing the customers implementation date.
If a company's implementation date is on or after the 15th of the month (example: 3/28/2014) then the next month (April 2014) is skipped and the $5,000 is returned to columns May through December. All months prior to May return $0.00. If the implementation date is before the 15th day of the month (example: 3/13/2014) then the next month (April 2014) and all months after will return $5,000. All months including March and prior must return $0.00. If the implementation date is unknown then 12/31/2099 would be in the implementation date cell and $0.00 is returned for all 12 months.
Essentially, if the implementation date is prior to the 15th of the month the revenue will show as of the following month. If the implementation date is on or after the 15th of the month the revenue skips the following month and will show the month after.
