Compiling Monthly And Annual Data On One Sheet
May 17, 2009
I have been trying to compile some monthly and annual data from our main sheet to a FY09 sheet (for the fiscal year 2009). The 2 tabs in the uploaded example are the Distribution tab which we use to track the status of every item and the FY09 tab where I need the totals to be calculated for each month as well as the entire year. I have tried several formulas I found while searching the forum but I can not seem to get any of them to work, (I am sure it is because I don't understand them very well).
Since any formulas used will need to be copied 200 or so times, I would really like a VB solution which should also reduce the physical size of the file. I also tried a pivot table but I do not think it will show everything I need.
Basically, I need all the items separated by month on the FY09 tab. Then column 'F' on the Distribution tab needs to be summed up for each item in column 'D' of the FY09 tab for the respective month and multiplied by the respective item price in column'C' with the total value going in column 'E'. Column 'D' and 'E' need to be summed up for each month and cumulative for the entire year. There needs to be an average items and value for each month as well as for the year.
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Nov 17, 2007
I am trying to figure a formula that will give me a monthly increase with a annual target. Example:
2006 sales were $100,000 and December 2006 sales were $9,000.
For 2007 I would like a 10% increase in sales which means I should end up with $110,000 at the end of 2007.
The formula should figure a gradual sales increase each month until December 2007. I am assuming the business sales trend is upward with no seasonality so that January 2007 should be the annualized increase over December 2006.
.
I have used the formula =100000*((1+.1)^(1/12)-1) which works for 2007, but it gives me a large jump between December 2006 and January 2007 and then a slight increases each month.
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Jan 3, 2007
I feel pretty dumb asking a basic math question but I couldn't find the answer anywhere. I would like to calculate the monthly & annual returns of a security or index. When trying to calculate various indexes to insure my math was correct, my numbers never match that of yahoo or bloomberg's. If you could just start me down the path,
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Jul 10, 2014
I have a model that makes projections based on annual growth rates. However, I need to evaluate the data based on monthly intervals. With an 8% return on an investment of $1,000,000 my ending balance at the end of the year should be $1,080,000 and in year 2 it would be $1,166,400 and so on. In order to evaluate the monthly data I need each month in year 1 to be based off $1,000,000, so it would be 8%/12=.006666% or $6,666.66 per month. The next year would be based off $1,000,000 + (6,666.66*12) = $1,080,000 and each month would be $7,200.
writing a formula to evaluate over 360 periods.
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Aug 3, 2009
I’m currently pulling data into two columns labeled “Monthly” & “Non-Monthly” respectively. They indicate work orders with a frequency of “Monthly” or “Non-Monthly”
The Monthly data is obtained using the following formula:....
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Mar 26, 2014
My excel database has a master sheet where all data is included. It consists of 8 columns with two rows of headers (1st row: Sheet title, 2nd row: Categories for the columns like, name, salary, emp. start date, Boro,emp. number...etc.
Master sheet aside, I have 12 other sheets in the same workbook (Feb-Jan), we run a fiscal year, not calender. The data that is included in the master sheet needs to copy over to the corresponding worksheet sheet month as long as the date in the emp. start date falls with the month range. For example, if my master sheet has data in rows 4,5,7,9,19,23,101...600 and the emp. start date is in the range of from June 1st, 20xx through June 31st, 20xx then all the data in that row should copy over to the next available row in the month of June's worksheet. The same should happen the months of Feb - Jan.
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Mar 26, 2014
I get this monthly report that has 5 tabs in it. The last tab, ALL_FAILURES_1mon, is a list of part and serial numbers that have failed that month. From that tab I copy the information into a master workbook that houses all the failures broken up by part number, each part number is a separate tab. I am wondering if there is a way to search in the "Monthly_Report" document for all rows containing the part number, 07X-000-ZZZ" and copy the entire row into the master fails list. I have attached a couple examples with sensitive information blocked out.
What I need is for when the macro is run, it will search "Monthly_Report.xlsx" ALL_FAILURES_1mon tab, for "07X-000-ZZZ" and copy all rows containing the part number and paste them in the next blank row of "Master_Fails_List" in appropriate tab.
*NOTE*I have attached both examples however my "Monthly_Report" document was too large so I had to upload it as a .xlsb but the original is .xlsx
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Mar 8, 2006
I have 5 sheets in 1 wookbook with about 15 columns of varying rows of data. What I need to do is create a macro which collates all the rows of data, which with their own heading, onto 1 sheet so that it can be printed and distributed.
The problem is of course is that normal copy and paste won't work because the rows may vary and the macro need to take that into consideration. I guess probably an 'If not or' type command that would copy and paste the row so long as it had values then move onto the next sheet and continue from the last one.
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May 13, 2014
I have 3 different sheets with data that I want to combine into one sheet using a formula. Here is an example:
Sheet A
Date Amount
10/1 $5
10/2 $10
10/7 $5
Sheet B
Date Amount
10/2 $7
10/3 $10
Sheet C
Date Amount
10/5 $5
10/6 $10
I want a fourth sheet that fills with all the data from these three sheets. Ideally it would be in order by date, but I understand that might not be possible. So the last sheet should look like this:
Date Amount
10/1 $5
10/2 $10
10/2 $7
10/3 $10
10/5 $5
10/6 $10
10/7 $5
The reason I want to use a formula of some sort is because if I add more rows to sheet A for example, I want the fourth sheet to automatically add it (whether it's possible to do in date order or not).
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Sep 3, 2013
I've been asked to compile and sum weekly sales data. The problem is that the data was supplied in 52 separate tabs, for each week of the year (I don't know who on earth thought that would be the most appropriate way to send the data).
Is there any quick way to import all the data from each tab into one worksheet? The data is laid out the exact same way on each tab. All the row and column headings are the same, and in the same cells. Only the numbers are different (obviously).
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Oct 25, 2009
I have a large amount of data that I need to be able to summarize certain fields in order to be able to work with the data.
What I have is multiple lines which all pertain to one record and I need to be able to summarize these into one line - which would give me a sum in certain columns. I am working with thousands of lines of data.
There is about 10 columns in the worksheet. I want to be able to tell Excel that if certain columns all match, then to summarize these lines and give me a sum total on a couple of other columns. The data I am working with is invoice data, so I want to know if certain columns - ie - Vendor name, invoice number, cheque number are the same in each row, then to sum these records and provide a total for the invoice amount and cheque amount columns.
This sounds like a complex function to me but I am hoping that someone has a solution for me.
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Jul 7, 2014
I am working on a spreadsheet where I need to have data from different sheets added but based on the instructor whose data I want to see in the summary sheet. I want to be able to type the name of the instructor in a cell and have all of the data appear below. I believe that an index match formula would work, but I do not know how to have the data from the different sheets added nested in the formula.
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May 6, 2014
Here is my code thus far - it seems to go through the directory and copy data (single columns of 101 data-points) from the workbooks, but does not successfully paste it into the master-workbook (error message reads: 'paste method of worksheet class failed').
VB:
Sub LoopThroughDirectory()
Dim MyFile As String
Dim ecolumn
MyFile = Dir("C:Documents and SettingskbriemMy DocumentsErindi_i_vinnsluEXCELprufa1")
[Code] ....
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Jan 12, 2010
I want to create a macro button that can create copy, insert, paste and rename the new sheet in next month's name, like if the active sheet's name is January, I want to copy the whole sheet of January, insert new sheet, paste the new sheet and rename the new sheet to next month like February?
Also rename the new sheet (February) cell B3 the same as new sheet's name (February)
So if month of February is near end, the macro button in February will create the same way as Jan did which means the next sheet will be named March and so on.
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Mar 4, 2014
I have the data as below. And to submit this to the third party is needs to be compressed (a total for each Full time ANNUAL salary).
RULES
All total monthly earnings must start from 0 when a "Full time ANNUAL Salary" is added or endedIf the Annual amount misses a month I need to assume the salary has ended
I hope this makes sense.
Below is test data for one person. And the result i am hoping to get with some comments.
Employee
Full time ANNUAL salary
Monthly earnings
Pay date from
Pay Date to
[Code]....
The result of the above would be:
Employee
Full time ANNUAL salary
Monthly earnings
Pay date from
Pay Date to
Comments
[Code]...
15k started 01/06/2013 so the total for the 10k starts again, alongside total for 15k
Chris
£15,000.00
£450.00
01/06/2013
31/08/2013
[Code]...
15k started 01/12/2013 so the total for the 10k starts again, alongside total for 15k
Chris
£15,000.00
£150.00
01/12/2013
31/12/2013
[Code]...
10k ended, 20k started 01/01/2014 so total for 15k starts again, alongside total for 20k
Chris
£20,000.00
£400.00
01/01/2014
28/02/2014
[Code]...
20k ended so total for 15k starts again
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Aug 11, 2009
I've been given the task of automating a spreadsheet to assess whether work has been done by each employee. Every employee has their own spreadsheet, where column A is a job code, and column H contains either y or n dentoting whether they have completed the task (y) or not (n).
The main spreadsheet is designed to show any outstadning tasks across everybody so it has a list of everybodies names in column A and then any incomplete tasks will be listed from columns b onwards next to the appropriate person. Here is what I have done at the moment.
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Jul 7, 2014
refer to attached file.
I have monthly sheet Jan,Feb,Mar.....Dec.
I also have Summary Sheet, Cell A85:C96 is labeled as Jan,Feb.....Dec (Vertical) Cell B84:E84 refers to Store1,Store2,Store3 and Store4.
I need a formula to summarize the monthly value for each storein row 60.
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Dec 10, 2007
there is probably is shorter code too
Dim sLastMonth As String
Dim sNextMonth As String
Dim iNextMonth As Integer
sLastMonth = Worksheets(Worksheets.Count).Name
iNextMonth = Month("1 " & sLastMonth) + 1 ' Need any valid day of month
sNextMonth = Format(DateSerial(2000, iNextMonth, 1), "mmm") ' Use any valid year & day
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Oct 23, 2006
I have a daily nutrition log that is made up of monthly sheets. New entries are placed below the last entry, into the proper sheet by date, automatically.
The problem I am having is to find a way to put my formulas and formats into row 1 of each new monthly sheet so that when the entry is for the next month, it will add the new entry into row 2 of the new month, seemlessly, without manual intervention.
The formula I am using works from row 2 and down. It doesn't work on row 1.
Here is one of formula's that works on row 2:
=If(Or($A2=$A1,$A2=""),"", SUMIF($A:$A,$A2,H:H))
When I copy/paste it into row1 (to get the starting reference row), I get this:
=If(Or($A1=#REF!,$A1=""),"",SUMIF($A:$A,$A1,H:H))
The code copies the last row (in the case of a new sheet that would be row 1) and pastes' it into the next row down and then overwrites the first five cells. The problem formulas are NOT in the first five cells.
I tried to using $A65536, but it also #REF! error's out.
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Mar 6, 2013
I have a table of yearly totals for the amount spent by x. I also have a growth rate for each month so for example in 2001 in jan the growth rate might have been 0.3% and feb 0.5% What I want to do is for each month based on the growth rate and the total produce a value for each month which sum to the total amount. It's also important to note that it restarts each year.
Link for excel file is here: [URL] ...........
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Apr 15, 2014
I need a formula that will provide monthly and quaterly averages from another worksheet, but only include the months that have occurred. I have the formula to obtain both the averages and quarter totals, but it is counting all months w/in the quarterly range before the months have occurred.
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Mar 30, 2013
I have about 180 workbooks which I need to compile into a Master Schedule.
All the tab 1's are different, these feed into tab 2, which the data has the same formatting throughout. The 2nd tab has the same data for A:F 1 but cells A:2 - F:2 down to row 9 are populated from tab 1, therefore different in each. I am trying to get a Master schedule that lifts the data in the fed cells into a line by line spreadsheet?
Is there a way I can get excel to look at a folder, then every workbook in it, the at the 2nd tab in every workbook, then list the cells as described above? I am not after a consolidation of this data, but a full list?
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Jan 20, 2013
My task is to combine two large databases into one spreadsheet by extending the number of columns. The data from each database is 90% matching based on an identification number, however occasionally there are additional rows or unmatched identification numbers that need to be kept for analysis.
When this happens, there needs to be a blank row inserted to represent the missing data in the rest of the corresponding row.
I am having trouble finding a quick way to do this because I have approximately 12,000 rows (and columns up to DV when combined).
for example:
p1
data
data
data
data
p2
data
data
data
data
[Code] .....
needs to become:
p1
data
data
data
data
[Code] .....
I am guessing I will need a macro of sorts, So far I have made one column that tell me if the ID's are matching or not (1 or 0) and if they are not matching (0) I manually insert the rest of the row that is missing or make space for the duplicate data (which needs to remain).
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Mar 3, 2014
We have a weekly "On-Time" report that shows early, late, on time, or no data. Each week has a total percentage of early, late, on time, or no data deliveries. I now need a monthly total on a seperate worksheet, but for some reason I can not get the percentages to total correctly. I am attaching the spreadsheet.
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Nov 19, 2012
I'm working on a dynamic payroll spreadsheet that will automatically calculate the overtime worked in a week. Right now, I'm running into a snag. My issue is with the formula in Column R. Right now, as shown below, it is doing the calculation based on regular hours minus 40 to determine the OT time. The snag is very messy and it lay in this: while the row by row calculations for total overtime worked for the week is correct, the sum at the bottom is very much off. I need an accurate method to sum the hours of overtime for the given column.
Here are the guidelines for the pay periods and overtime:
1. The pay periods for the month go from the 1st to the 15th and the 16th to EOM (End of Month). This means that the pay period could end on any given day of the week. More on this in a moment.
2. A work week is defined as Sunday to Saturday.
3. Overtime is calculated based on the rule of anything over 40 hours in a given work week.
4. Holiday hours worked do not count towards the 40 hour mark in granting overtime since Holiday pay is automatically overtime.
If it were just a matter of a bi-weekly (every 2 weeks) pay period, I would simply state =IF(weekday(DATE)=7,Hours_Worked - 40,0), and tag a SUM(range) at the bottom. Unfortunately, with it being a semi-monthly (twice a month), the end of the pay period could be a Wednesday, so a reference to day of the week won't work unless the formula can dynamically determine which set of data to evaluate.
I'm completely willing to toss out the current method of determining overtime. This is the calculations sheet that references a cleanly formatted and designed time card on a tab called "Time Card", so this isn't the full workbook. In fact, once the whole thing is done, this calculation sheet will be hidden.
Columns M and N (which are formula referenced in Column P) are basic End - Start calculations and were hidden to simplify the display as well as the number of formulas displayed.
Column L (formula referenced) is a Yes/No display for if the date in question is holiday pay.
Excel 2003
H
I
O
P
Q
R
S
1
Start Work
Time Out
Day Count
[code].....
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May 8, 2014
I have 12 observations per variable over 2013. At the end of each month I gathered the average value of X of said month. What I want to do is convert these observations to a list of weekly observations, where each week in January gets the value of the January observation
Example:
Month123456789101112
Value 2345678910111213
And get it like:
Week Value
1 2
2 2
3 2
4 2
5 2
6 3
7 3
and so on.
Since I've got a lot of variables I'd like to use some kind of formula.
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Apr 28, 2009
I have a column line chart to which I add data monthly and then have to manually update the "source data" to reflect the added data on chart. This is a rolling graph, which mean that I have to remove data for one month(from last year) and then include the new month's data. Is there any way on automating this process...like a macro or something, so once I add the data excel automatically removes one month of old data and make changes to include fresh data. Eg Currently chart is based on data from A2:F2 and I add new data to cell G2. I need something which automatically update the source data to cell B2:G2.
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Jan 27, 2014
I am trying to convert quarterly data to monthly
The quarterly data columns go: Mar-14, Jun-14 etc
The monthly data columns goes Jan-14, Feb-14 etc
I am trying to use a vlookup and match formula but as you will see in the attached file it is only working for those months that are labelled in both data e.g. March 14, June 14
Is there a formula that will pick up for example that January and February numbers should be drawn from the March 14 quarter, April and May from June quarter etc?
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Jan 31, 2014
I have a table which has the following columns:
Date - Data1 - Data2 - OtherData1 - OtherData2
I came up with some formulas to count my data monthly. I have 12 tables with this kind of formula in it:
[Code] ....
Where B12 is the year and A213 is my month number. My first try on the "date filter" looked like that:
[Code] .........
And it wasn't working so I thought it was because the 31 wasn't a good idea for non-31-days-months but none of the formulas above are working.
(BTW, IDK why it's not working but I have data in my table for months 10, 11 and 12 and the only calculation tables that are calculating data are the ones for months 9 and 10. The results are the same in these two tables and are counting all my Table1[Data1] and [Data2] (the count is not monthly))
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Sep 29, 2007
I am trying to do some analysis on montly bank account data. To do this I need to take the bank statement information for the month and put it into a table that shows every day of the month (see attached example).
I am currently doing this manually but I'm sure there must be a smarter way of doing this.
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