Excel 2010 :: How To Approach A Schedule K-1 For QC
Apr 22, 2014
I finally found a program that can out put the amounts from a schedule k-1 form. Now comes the hard part, adding logical formulas.
Some of the line items either have an amount to or not. What the pdf2xl program does is output where if the line item has an amount to it, it would add the amount right below the line item. If it doesn't have an amount, it would just add the next line item underneath. Question is what is a good approach to get this to automate, so if line items have an amount, then that amount is known to be line item cell above. Here comes the tricky part as well, some line items have alphabets to them, so a particular line item say 11 would have A-F or line 13 would have A-W. What is a good way to have the line item output the line item + alphabet?
Column A & C = Line Item
Column B & D = Alphabet
Link to the IRS form [URL] .........
Excel 2010
A
B
C
D
1
1
Ordinary business income (loss)
15
Credits
[Code]....
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May 6, 2014
I have a schedule that covers 3 shifts for the entire month. I have another sheet that is used for crew sign in that I want to auto populate with all the people on that shift for that day.
I need to be able to use 2 different cells on the sign in sheet for reference for the formula (one for the day, and the other for the shift. ex. Day 3rd, shift D). I'm wanting to use an array formula to accomplish this. I've uploaded a stripped schedule as this is for the military and can't have any data on it that pertains to what or who it's for.
BTW our current method is to due it manually for every shift for every day that wastes about 12-16 man hours every week. I have excel 2010 at work currently. Access is out of the question and Macro's/vba may or may not work as security is always being increased on our systems so either a single or multiple formula is the route I'm looking to do that will work the the next few years I hope.
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Feb 14, 2012
I have several sources of information for client files. the number format includes a reference number and a month, eg 123/11, 456/02. In some cases, the numbers may be presented including the company initials, eg ABC/00123/11. I want to make sure all numbers on all sources are the same as I am using Vlookup and this reference no to copy information from one source to another. Sometimes when I change the format Excel sees this as a date, eg 11/11 is 11-Nov, and in some cases Excel sees a fraction, eg 123/11 is 123 11ths or 123 divided by 11.
I can easily take out the reference no with a find and replace FIND ABC/ replace with . But this often results in a number with leading zeroes, eg ABC/0123/06 will leave 0123/06.
I am using Excel 2003.
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Oct 10, 2008
I'm using a on error goto approach, heres the code.
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Jul 11, 2013
I am trying to use Excel to generate a game schedule for my fantasy football league. Right now I handle this task manually but I figured there has to be a way for Excel to work it out.
Let's say I have 16 teams playing 16 games. I have a table written out using numbers to represent the different teams. The x-axis has one team number per column while the y-axis has a week number in each row. The intersection of any column with each row shows the x-axis team's opponent for the week. What I want to do is substitute a team name or abbreviation for the team numbers in the body of the table and then generate a formula (or script? - I'm not sure of the correct terminology) to then produce a listing of the games each week. So the output would look something like this:
Week 1
BNS v ROC
NYL v NFB
WBB v TCF
etc...
Each 3 letter abbreviation represents a team name. This would significantly reduce the amount of manual work I have to do since Excel would generate the game schedule as above for each week and then I take that information and dump it into the software I use to run the League.
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Feb 20, 2014
I am about to apply for an entry-level job as a scheduler for a company that ships olive oil. But before I decide to actually do this I'd like to see what I'm getting myself into.
It is how Microsoft Excel is used to schedule shipments, monitor inbound shipments and keep track of inventory.
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May 29, 2007
* I have a complex Excel workbook with several worksheets.
* The first worksheet is for raw data, which consists of a single string of data, separated by spaces, to be uploaded to a mainframe. There is no consistent pattern of length of data or strings in between pieces of data, which can vary widely. An example of the data would be something like this:
XXXXX YYYYY NN XXXXXXX
* For testing purposes, I need to come up with a way to parse the data for easier viewing. The current approach is this:
* Take the string and divide it up into individual cells by using the MID function. In the above approach, this would split the data into four (4) different cells.
This is going to be a very complex workbook with data strings that can have 20+ elements in them, and have lots of separate records, etc. While this way should work (if everything is entered perfectly and no data structures ever change, etc.),
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Mar 18, 2013
how to calculate debt repayments using this approach.
As shown on the attached file repay issue.xlsx I have an example where a loan is taken out regularly (in the example every 6 years) but repaid over a shorter period (in this example every 3 years).
Using "IF(MOD(ROW" the formula identifies correctly when the loan has to be renewed, and calculates correctly how much needs to be borrowed.
C14 =IF(MOD((ROW(A14)-ROW($A$8)),B$3)=0,B9*C$5
Because Row 14 is six rows below the start (Row 8) which is the interval set by B3, it enters the loan percentage
(C5) of the asset value (B9) into C14.
Problem comes in the following rows. I need the formula to establish how many rows the "active" row is below the last "renewal", then deduct one fraction of the payback period for each row. By sheer coincidence the formula below works on the second row of the datsabase and deducts one third of the loan value because C8 WAS the previous "renewal", and row 9 is one below it:
=IF(MOD((ROW(A9)-ROW($A$8)),B$3)=0,B9*C$5,IF(MOD((ROW(A9)-ROW($A$8)),B$3)=1,C8-(C8*(COUNT(A9-A$8)/C6))))
I cannot "hard wire" the cell references into the formula because the renewal intervals and number of paybacks range from 25 year mortgages paid every year without being renewed to a one year loan on an item renewed every two years
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Dec 31, 2013
I have sheet containing a schedule of data. It is a record of changes on a project, each change is sequentially numbered and contains a row of data (date of change, whether approved, cost of change etc). Each change is given a cost centre reference (1 of 10 cost centres are being used) depending on the type of change being made.
I need to keep that record of the overall schedule of changes but I also want to extract each of the cost centre categories into a sub table on the sheet to give a schedule of changes against each category.
I have almost achieved what I want but one method leaves blanks in the sub table which I want to avoid and the other method I used to remove the blank lines but needs the first method sheet calculated before it then goes to work and seems rather cumbersome and I suspect there is a much easier method. (I also want it to be compatible with excel 2003 so it can be used across several platforms.)
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Feb 25, 2013
I am using Excel 2003 and I created an amortization schedule set up for an debt account. I am trying to pull the "Balance Due" from that schedule into another chart based on the current date (these are on two different sheets in a workbook).
For example, this is my 'Amortization Schedule':
Balance
Due
Interest
Rate
This Month's
Interest
This Month's
Payment
[code]....
And I am trying to pull the "Balance Due" from that schedule to place into this chart on my 'Debts' sheet: (based on the current date)
Name
Starting
Balance
Remaining
Balance
Interest
Rate
Minimum
[code]....
For example, if today were 1/15/13, I would want $3,796.34 from the schedule to go where the "x" is on the chart above. What formula would I use to accomplish this?
Also, on a side note, would there be a formula to have Excel pull the "Payment Date" from the schedule into the "Payoff Date" in the chart based on where the row has a $0 Balance Due?
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Mar 25, 2014
I am trying to send bulk emails from my excel 2010 - however I am getting a POP UP. find the screen shot in the enclosed word document So every time a new mail is sent from excel we need to press the button allow Is there a way where I can turn off this warning.
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Mar 5, 2012
I have created a macro in excel 2010 which enable the file to save (extract) data into separate location and name. The vba code for macro is as follows: Question: How can I save this workbook with reference to the value containing in cell B2? (it is named temporary now - as defined in the code)
Sub aaa()
'
' aaa Macro
'
[Code].....
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Jul 9, 2012
Recorded macro. The hope is to insert a excel formatted table a set number of times. I have found a loop code that references a Cell A1 and repeats that amount of times. So if A1= 10. There should be 10 tables inserted. However on the second time there is a fault with the table name. I need the name to change each time the loop is run. ie Table1, Table2, Table3 etc up until the loop stops (A1 contents).
I am using excel for windows 2010. The macro that i have so far is below.
Sub LoopTest()
Dim n
Dim V
Range("A1").Select
V = ActiveCell.Value
[Code] ........
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Apr 1, 2014
I am trying to adjust the below macro so that it will work in Excel 2010.
Sub OpenAndProcess()
Dim fs As FileSearch
Dim I As Integer
[Code]....
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Jan 15, 2009
Is there a way to take the values between C2 & D2 and have them automatically post in column F ?
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Oct 15, 2008
I make our employee schedule at work, and so in Excel I have eight sheets for one workbook. (Employee schedule, then each day of the week) On each day is a table separating the shifts. Morning, Split and Night.
I was wondering if there was a way for Excel to look at the schedule sheet, and then automatically place each employee and their shift on the following day sheets. (example: Joe has 2-10 on Monday, 10-6 on Thursday and Friday) So the Excel puts Joe underneath Split 2-10 for Monday, and Morning 10-6 on Thursday and Friday.
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Nov 15, 2008
I am trying to schedule a macro to run at 11:45 pm every time. I use system scheduler to open the excel file and when I use this command to run the macro nothing happens. The workbook opens fine but the macro does not run. I only wants to run the macro once day even if I open the workbook during the day I do not want it to run.
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Oct 16, 2009
We have huge restrictions on hours, and to avoid inputting, then revising the schedule into my companies scheduling module, then having to change it again when the boss looks it over, it's just confusing.
Anyway, I'll get to the point, I want to add the hours up in a row of cells for the week sunday through saturday. Like so:
1100-2100 | 1100-2100 | OFF | 1100-2100 etc... I want it to add these cells hours up and have the total end up in the 8th cell.
Is this possible? I am a new excel user, or at least, setting up my own sheet.
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Dec 2, 2006
The table posted above is the schedule for my employee. I need an input box which asks for a date. When the user supplies date, it should look for people who are scheduled for that particular date and who are on leave and put the result in the next worksheet at the last occupied row.
For instance, if I supply the date as 2nd Dec then the next worksheet should be filled with @ row # 2 (Row1 has headings)
EmployeeEmp IDSchedule
A123409:00 PM - 06:00 AM
B123511:30 PM - 08:30 AM
C123602:30 AM - 11:30 AM
E123811:30 PM - 08:30 AM
G124009:00 PM - 06:00 AM
Then if I select 3rd Dec, the next worksheet should be filled with the following data starting fom row number 7 (just below the above data)
A123409:00 PM - 06:00 AM
B123511:30 PM - 08:30 AM
D123705:30 AM - 03:00 PM
G124009:00 PM - 06:00 AM
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Feb 9, 2007
Excel is a new program for me sorry to say it but i have been try to figure out how to write a schedule on it and tally the hours for each employee i have them set up in rows right now and i hope i can keep it that way but i am tired of add hours up for each employee every week i'm sure it is really easy but can some one let me in no the little secret
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Feb 24, 2009
Have a basic weekly schedule for 300 employees. Need to be able to identify the last day off in previous week so the following week isn't scheduled to work on the 6th or 7th day without a day off. For example, if schedule is Mon - Sun and employee #1 has Mon & Tues off this week, next week Mon would be the 6th day so I wouldn't schedule that person on Monday the following week. Calculate last column "Next Wk Mon" instead of manually figuring it out... Need to be able to identify last day off, count the days from that point to the next monday. It becomes difficult when days off are split...
MonTueWedThuFriSatSunNext Wk
23-Feb24-Feb25-Feb26-Feb27-Feb28-Feb1-MarMon
Emp 1OffOff6
Emp 2OffOff5
Emp 3OffOff4
Emp 4OffOff3
Emp 5OffOff2
Emp 6OffOff1
Emp 7OffOff1
Emp 8OffOff4
Emp 9OffOff2
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Apr 6, 2009
Im having trouble with getting a macro to run at a specific time and day (Every Thursday at 7PM).
Here's what I have done so far..
1. I added my excel file to the task scheduler
2. created a class module and place the code below into it.
In testing the workbook opened but it asked if i wanted to enable or disable the macros - how do I get around this? And it does seem to kick off the macro (create_all).
Private Sub Workbook_Open()
If Hour(Now) = 1130 And Weekday(Now, vbMonday) < 7 Then
' TheNameOfYourCurrentProcedureHere
create_all
If Workbooks.Count = 1 Then
Me.Save
Application.Quit
Else
Me.Close True 'save the changes and close the workbook
End If
End If
End Sub
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Jun 12, 2009
I am Cuttently creating a schedule in excel for work. the schedule will look like this:
Name.........................Shift
Andrew.......................6-3
Jonathon....................12-7
Kim............................9-5
etc etc
the thing is though this is simple enough but i am trying to use a bar chart to help me show how many people i will have on shift at anytime e.g ...
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Aug 27, 2009
which is row D on my excel sheet. I need to fill into another form who works shift D, shift E and shift N. Is there a formula I can use to do this? I have given a small sample of my schedule below.
AB CD 252627ShaunD DDNicoleD EDEmilyE DECathyENEJohnNEN
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May 1, 2014
keep getting "The formula you typed contains an error".
To calculate a person (or anything else) age you basically subtract his date of birth from today's date. However which date functions to use depends on the amount of precision and the output format you want.
3. If we want his age in years and months, then we can use a formula like this one:
=INT((TODAY()-A1)/365.25) & ” years and ” & INT(MOD((TODAY()-A1)/365.25;1)*12) & ” months”
The output of this formula will be as follows:
40 years and 2 months.
I change A1 to G3 because that is where I the birth date.
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Jul 8, 2014
I'm having problem importing a CSv file into Excel. The CSV file is around 4-5k lines.
The layout is similar to this :
H1, H2, H3, H4, H5, H6
A4, A3, dummy, Dummy, ~,
A4, A3, dummy, "Dummy ,Dummy", ,
A4, A3, dummy, Dummy, +,
A4, A3, dummy, Dummy, -,
A4, A3, dummy, Dummy, "(5 + 4) /4",
Consider that the formula (5 + 4) /4 has a CR and LF between (5+4) and /4
I've tried a few methods to import the files:
Reading the CSV file as a Text File a line at a time but with the CR a LF it get's all messed up
[Code] .....
Tried with Using OLEDB but the Sign + , - and ~ are read a Null
[Code] ....
And Finally tried wit th QueryTable but it does not recognize the Double Quote that precedes the comma so
"Dummy ,Dummy" it's seen as two column values instead of one.
[Code] .....
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Nov 12, 2011
I am trying to use the code that can find the last used row in particular column.
Here is the code in module1
Code:
Function LastRow(rng As Range)
Dim temp, temp1
Dim col As Range
With Application.Caller.Parent
For Each col In rng.Columns
temp = Cells(Rows.Count, rng.Column).End(xlUp).Row
If temp > temp1 Then temp1 = temp
Next col
End With
LastRow = temp1
End Function
and code in the range
Code:
=LastRow(V12:V300)
My problem is, this code was working nicely but now it only shows ###.
PS I use MS office 2010
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Feb 16, 2012
I have just upgraded Excel from 2003 to 2010 and cannot locate where I would convert a spreadsheet to a .pdf document.
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Jul 11, 2012
I have several long lists (each is 600+) of vocabulary words & definitions and need to alphabetize/sort the words, but need to keep the definitions w/ the words.
A1 = word 1
A2 = def. 1
A3 = word 2
A4 = def. 2
A5 = word 3
A6 = def. 3
Standard sort will alphabetize all rows & the words will be separated from the definitions. I could group rows 1 & 2 together, rows 3 & 4 together, etc. but that's clunky & time-consuming.
I'm using Excel 2010.
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Aug 26, 2012
Is there functionality in Excel 2010 to convert a cell that has last name, first name to first name last name? For instance:
Before: Mouse, MickeyAfter: Mickey Mouse
I'm trying to merge data from 2 sources, and the common data between the two is the name. However, it is formatted differently in each data source.
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