Dynamically Build Formulas For Calculating A Running Percentage For A Row Of Data
Jul 3, 2007
I need to dynamically build a formula for calculating a running percentage for a row of data. The columns that are referenced by the formulas are static (f thru r), but the row number can change depending the number of rows of data. I have a set of data that can have one to many lines in it (the data is placed on the worksheet using vba code). After the data is placed, a total line is built using this
'Find row number for total row (2 rows down from last row of data)
endrow = Range("a35").End(xlDown).Row
sumrow = endrow + 2
'Set sum formula for the "e" column
Range("e" & sumrow).Formula = "=sum(e35:e" & endrow & ")"
'copy total formulas to columns f thru r...............................
how to build and execute formulas and functions. My love for messing with excel started with an interest in personal financial management utilizing amoritzation tables, budget planning, paychecks, tax bases, etc., My wife sees it as strange but I love messing around with the Excel formulas. For now it's all self taught but, as stated, that will be changing.
So far, I haven't been able to find how to execute the following scenario.
For brief background, I'm attempting to identify the results of various outcomes of an individual currency trade by changing the investment size given the results of the last "x" amount of trades. Put another way, I'm running data sets on Forextester wherein I trade a historical period of time on a specific set of currencies, i.e. "Pound/Dollar." I'm wanting to know what the resulting balances would be, or would have been, if I implemented a money management strategy that increased my investment on consecutive trades when there was an "x" number of consecutive "wins" (ending account balance more than beginning) on the previous "x" number of trades. and decreased my investment when there was an "x" number of consecutive losses (ending account balance less than beginning account balance) on "x" number of trades...
So far, I've built the formula so that if I input the beginning and ending balance of a specific trade and Excel populates a "W" or "L" (Win or Loss) in the "Results:" Cell which was pretty simple. The following is one of three scenarios.
Strategy Conservative:
Start with risk 1% of Account balance (which is $10,000 for example)
The Rule: With each open trade reduce the account balance used by the amount risked on opened trade (For consecutive trades, assume current trade results in a total loss of investment. Thus, $100.00 of the $10,000 accounts means you're working with $9,900 on next trade)
The Rule: After 3 consecutive winners that make (1.8 * Risk percent used by the trade * account balance used by the trade) or greater in profit, increase risk to 1.5%
First trade Investment: $100.00 plus minimum of 80% gain. Second Trade Investment: $99.00 plus minimum of
80% gain. Third Trade Investment: $98.00 plus minimum of 80% gain. For trade number four, the investment amount would now be 1.5% of the total account balance.
After 1 loss reduce risk to 1% First Trade Investment $100.00 and you lose - size of loss doesn't matter. Next trade opens with investment of 1%.
After 2 consecutive losses reduce risk to 0.5%
First trade Investment $100.00 and you lose - size of loss doesn't matter. Next trade opens with investment of 1%. Second trade is also a loss. Thus, third trade invests 0.5% of total account balance.
After 4 consecutive losses reduce risk to 0.33%
After 2 consecutive wins that make (1.8 * 0.33%* account balance used by the trade) in profit, reset risk to 1% (Two wins = 1% investment, regardless of number of previous losses
There are two additional scenarios but they all follow the same pattern. The differences are only in the actual risk percentage. I can modify the formula as needed.
I would like to have a running percentage calculated in cell P3 for the attached file. Cells C3, E3, G3, I3, K3, M3 show the number of correct picks. Cells D3, F3, H3, J3, L3, N3 multiply the number of correct picks by a given value in row 1. For each round there are a possible 32 points. I would like to use some sort of IF Statement to have a running winning percentage calculated for each round where points are achieved.
Example: Round 1 - #picks correct / 32 possible points Round 2 - # picks correct from Round 1 + # picks correct Round 2 / 64 possible points Round 3 - so on until round 6 with total picks correct overall / 192 possible points
I was wanting to put it on a spreadsheet. Probably a pretty easy deal, but I don't know the formula to use. this is what I want: Joes start weight 200 minus week ones weight, then the original 200 minus week 2's weight and so on till week 8. I want to keep a running total of weight lost in pounds as well as percentage.
When calculating percentage difference do I always subtract the smaller number/cell from the larger number/cell, then divide by the smaller number/cell or vice versa? Maybe I am over thinking it, but it is confusing the heck out of me
I provided an example below to illustrate a spreadsheet I work on. The numbers go up and down. I want to know how I should go about setting up the formula. If I need to ensure the smaller number is always subtracted from the bigger number, it will require a lot of manual intervention on my part.
Row 3 is =(b2-b1)/ABS(b1)Row 4 is =(b2-b1)/ABS(b2)Row 5 is custom. I went through each cell and made sure the smaller number was being subtracted from the larger number, then divided by the smaller number
I need a formula that will tell me how many minutes/hours are needed to hit a certain percentage.
For example, I need to do 60% of my time doing one thing (Team), and 40% of my time doing another (Individual). So, I need to know, if I've spent 5.5 hours doing Team, and 4 hours doing Individual, I need to know that I need to do .5 hours to hit the correct split.
I can't figure out what formula to use that will increase the current total to best figure out how many minutes I'll need to do either Team or Individual to hit the 60/40 split. It doesn't need to actually tell me 15 minutes, etc, but .25 would be fine (everything is done in .25 increments).
I need to calculate the percentage based on self populating score. however I want excel/formula to ignore any cells which has "NA" in it so that it calculates the percentage based only on the cells having Numbers.
Now these Cells which contain Numbers might or might not contain numbers based on the "IF" function which decides wether the cell will have numbers or will remain "blank" or have "NA". To understand better please have a look at the enclosed sample (that would explain my need better)
I was quite a few problems using worksheetfunction.ln() to calculate % change. I decided to write more basic code to try to accomplish this but I'm getting an overflow error.
Code: DRows = WorksheetFunction.CountA(Sheets("INFO").Range("A:A")) For r = 1 To (DRows - 1) '***** -1 is bc of ln property percentchange = 0
I want to calculate a running total (so add a new value to its original value). For example, cell A1 is the one I will be changing daily, and cell B2 is the one that I want a running total in. So if I start with A1 being 5, B2 should be 5. If the next day I type in 3 into A1, B2 should now read 8. However I want to do this for a column length, not just cells A1 & B1. So column B would be the running total of the column A values. If A2 is 3 one day and the next it is 6, B2 should on the second day read 9. And on and on down the columns.
I tried doing this without VBA using iterations, but that didn't work. Every time I did that it would add values going down, which was weird cuz none of the cells referenced the cell above it. I didn't know if they would work since I have multiple sheets in this file. (I'm only calculating the running total in one sheet, the others aren't doing anything special.) I need all the sheets in my file and I didn't know if VBA modules are sheet specific/ if you need to be sheet specific when coding.
Another question I have (since I know nothing about VBA) is how do modules work? Do you need to turn them on in the Excel spreadsheet itself? Or when you save it does it just automatically apply itself to the file its attached to?
On another note, how to do this WITHOUT VBA, that would be like 100x more fantastic.
I have a daily report that gives a percentage based on what is typed into the "Supplier" and "Total Sales" columns but I'm having trouble writing the following formulas since my excel knowledge is relatively low.
1. Where a cell in the "Supplier" column says anything but "Den", "Burrowed" or "Studio Nyx" I need the "60%" and "40%" columns filled with the relevant formula (=B11*60% for example) and the "100%" column blank.
2. Additionally, if the cell contains "Den", "Burrowed" or "Studio Nyx" I need the "100%" column filled and the "60%" and "40%" blank.
I have sales numbers which is in the form of a running total dollar amount and I would like to keep track of the average increase in dollars.
So basiclly if the Jan total is $100 in column a, the Feb total is $150 in column b, and the March total is $200 in column c. I would like a formula that will tell me that the average increase in dollars is $50.
I am trying to do a spreadsheet that calculates the monthly rent from 9/1/14 through 1/1/15, then rent gets reduced from 2/15/14 through 1/1/16, then after that there will be an increase of 3% per year for each year until 8/2019.
I have a workbook that is linked to 2 text files and updates just fine for me but when someone else opens it it does not calculate the new information just keeps the old. New text files are ran from our database to excel every night. When the workbook is opened the formulas should recalculate based on the updated info in the text files. Problem is when I open the file it performs perfectly and updates as it is supposed to but when my colleague opens the file it is not updating and does not show the new updates. I have checked to make sure the calculation is set to automatic. I have also confirmed that we are both working with 2003 version. I even had her open the text files and close and reopen the workbook and no go. I hat her do ctrl+alt+f9, even ctrl+alt+shift+f9. Had her click on the function, hit enter and nothing. Even tried find and replace = with = to wake up excel and nada.
I am having a little trouble with IF. My pest control sales people are paid on straight commission. In addition to paying them a sliding percentage of the total contract value I pay them 50% of everything above $100 they charge on the initial service.
I am working in an excel file with many sheets. I have vlookups on several pages that refer to a different page in my file. However, I am finding that the vlookups are not autocalculating. They are fixed on a value until I click into the cell and hit 'enter'
I have 2 speadsheets, I want to copy rows of Formulas from Spreadsheet 1 and copy them into Spreadsheet 2 but convert them into Values.
Is it possible to create a button on Spreadsheet 1 and assign macro to do exactly what i want? I also want the macro to look for the first empty row in the database so that the information being copied are on the next row and not overwritten.
I Need to Understand Running Total Sum Formulas. I'm using Excel 2010. and I'm typing in the basic correct formula to arrive at a running total for each ajacent cell to the left of it.
I put in the correct formula in Cell (B1) of Sum=(A1)
I then put in the correct formula in Cell (B2) Sum=(A1:A2) I then highlight the A1 part of the formula with an F4 Key to lock it in.
I then drag the B2 Cell all the way down the excel page to capture all of my running total coming from the (A) Column just to the left of my formula.
Why even though I'm getting the answers I want in the running total does it put an error message in each of the correct answers in each of the cells in the (B) column where I put my formulas.
I tryed to delete the error message spot but I don't know how to delete all of the error spots without going into each cell one by one.
How can I get rid of all the error message out of each cell without having to click on each cell one by one to do it when I might have over 500 or more cells to click on.
When i copy the formulas below in an excell sheet i have made the references absolute, but i want the sheet name to change as i move through each sheet in the workbook (if it is greater than sheet3)
The column of formulas needs to insert a new column and add formulas to it in the next location. Ie (B4:B16 to C4:C16). B4 Being the heading/sheet name.
I have what is probably a simple problem for most, but can't figure out what to do.
In the sample sheet attached, I have times in column E, and an action describing what has happened in column G. What I want to do is calculate the length of time between an opening action and closing one, but don't know how to go about it, as there can be an empty cell(and sometimes more) between each open and close.
Using Microsoft Excel 2007 and all of a sudden, my spreadsheets are not automatically calculating the formulas. It does not matter if I have other workbooks open or not. I still get the problem. It does not happen 100% of the time to make it even more complicated.
- Calulation set to auto in Excel Options.
- No VBA functions being used. I can the worksheet summing 1 + 1 and get the error periodically. It does not have to do with the spreadsheet being too complicated.
- Even if I can hit Ctrl-Alt-F9 to force the formulas to calculate, it won't work.
I am trying to get the formula for calculating yearly rental imcome. The range is 10 years and the interest is 34%. The first year payment is 42,000 and the 10th year payment is 56,000. I can't figure out how to do the other years. The principal is 325,000 and the sale value is 425,000.
I have a workbook with two spreadsheets, one blank and one with a Header row and a list of employee names and random dates that will continue to be added to at the bottom per a copy and paste.
What I need is to have a form dropdown on the blank sheet (per a cell reference) that shows employee names and dates that has that name next to it in the data sheet.
The employee names are in three columns Last, First, and Middle and the dates are in a separate column (A).
I guess I need a VLOOKUP that can take the range and pull into the dropdown the employee name and every date associated with that name.
I would like to build a graph that compares 2 sets of data but only plots 1 dot where the two intersect. I have seen this graph made by others in Excel but I do not know what it is called or how to make it. An example data set is below.
ID Age Height (cm) 1 5 125 2 7 140 3 8 138 4 11 152
I would just like to plot the location where the age and height for the ID's cross and not 4 plots with the age and 4 plots with the height.
I am trying to build a spreadsheet containing data validation (drop-downs). So far, so good.
My goal:
* I want to have various cells show dropdowns based on the value of a cell (per row) which itself can be changed by the user using a drop down.
* I want to have the same various cells show dropdowns that are also based on the value of a cell which has a fixed value per column (in other words, a header).
I have tried a lot of different approaches, including using the INDIRECT function, named ranges, dynamic ranges using a table, INDEX and MATCH. All have failed.
The main issues I see have to do with the fact that my data has several possible values for each given header and classification. Also all values are not unique.
The best result I have ever got returned a dropdown list based on the header bot returned the entire column rather than limited to the classification values. So for example I had all instances of 'Main Colour' to choose from, not just those of the classification value.
I created a contact list that incorporates buttons at the top of the page to sort the data based on two customer type columns (thanks to Richard for help getting this far!).
I am attaching the file so that it will be easier to take a look. Four of the five macros are working fine but the second one ("All Clients") filters on the premise that "yes" is answered in either of the two customer type columns. In other words I am trying to show the records that have "yes" entered in either of these two columns, not necessarily both columns.
I'm trying to build an Index-Match formula to retrieve a number from a "data" sheet onto a "summary" sheet. In example spreadsheet, I need to retrieve the stock price on a specific row from "data" sheet, and as an alternative, the most recent price.
I have a list of about 3,000 names and places of work, in two columns. What I want is to have the place of work in the first column, and then all the employees along that row.
There must be a simple solution to this, but I have been banging my head on my desk all morning trying to work it out. All the places of work are sorted, if that makes any difference.
