Excel Formula To Automatically Select The Previous Months Data For Summary Table
Jan 20, 2014
I need a formula to automatically change the summary column according to the month we are in.
Ie:
Last Months Data
Nov
Dec
Jan
Feb
1
8
1
7
4
7
9
2
9
'Last Months Data' column should show Dec. However, as we move into February and I complete the 'Jan' column, I would like 'Last Months Data' to automatically change to show Jan's data - is this possible?
I was previously told to use the following formula but this would automatically select the current months data and not the previous months data which is what i need - =INDEX(B2:L2,MONTH(TODAY()))
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Feb 15, 2009
OK essentially this is my problem:
I have a daily spreadsheet, uou update for inputs and outputs each day and the spreadsheet gets to an overperformance figure (sorry if the spreadsheet is a lottle unclear, it is a simplified version)
On the first day of each month, the opening target is adjusted and you start again. The probelm is you dont know what the opening target is until roughly 21st of the month.
I created a macro that deletes the opening target and removes all the previous days before the start of the month.
The way i done this was:
Create a copy of "daily" tab, change b5 to equals c2 and copy and paste special as values. Then in d5-d58 and f5 - f58, vlookup values from old "daily" tab , and then copy and paste special as values. Then delete old "daily" tab and remname daily(2) as "daily"
What i have done is essentially created a new tab on 21st March, looking back to data only as far back as 1st Mar and the new opening bal and target is found. The macro can be used on the 21st of each month.
but...macro doesnt work, i have tried a few times and i think it is because i am vlookuping up data from a tab that i later delete...please help!! - thanks a mil to anybody that can give me a steer in the right direction.
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Dec 10, 2012
see attached file. Need to find latest non blank value - in attached file it is highlighted in yellow. From there, want to summarise 26 weeks back so, in the attached file:
Row 2 would be finding 750 and summarised back 26 weeks from 30 sep 2012
Row 3 would be finding 2250 and summarised back 26 weeks from 2 dec 2012
Row 4 would be finding 5000 and summarised back 26 weeks from 4 nov 2012
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May 5, 2014
I'm trying to update a the summary sheet that will run through the 10 worksheets and bring back the entire row (or the columns I specify) that matches the creteria MS.
MS will appear against each row in the same column in all the tabs.
So in the summary sheet I would see all the rows individually that appear in tabs 1-10.
Excel 2007.
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Mar 5, 2014
See attached file. I have managed to work out how to update a chart automatically when a new row of data is added. However is it possible to tweak the formulas I am currently using so that it will only include 12 months previous.
For example if you add Jan in to row 26 the chart will show Feb-Jan data (Row 15-26).
Book1.xls‎
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Nov 18, 2013
Code:
Date Jan-14..........Jun-14............Dec-14...........Jan-15..........Jun-15............Dec-15
Measure1
Measure2
Measure3
Code:
Date 2014 2015 2016
Measure1
Measure2
Measure3
I have two tables, examples above In the first table, Jan-14 is a dropdown value that updates all the values to the right by a month increment when a specific date is selected
I then have some code that populates the cells which have 2014,2015,2016 in them.
What I need to do next is populate the 2nd table with values based on the date ranges in the above table.
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Dec 20, 2013
How I could generate a report using a Command Button. I have a spreadsheet that contains data in columns, some of which I want showing up in the summary report. Any new data entered should be updated in the summary report when I hit the command button. Existing data in the original spreadsheet does not get erased or written over.
So basically, I have data in column range A:R in Sheet 1. Columns A, D. E, F, G, I, J, P, and R need to show up in the report on Sheet 2. I already have 150 rows of data in sheet 1, so i don't want to start over. So I need to copy the relevant columns, and update the report with any new data that gets entered in the columns in Sheet1, in the next empy row.
I have some vba code that copies individual cells, but I don't know how to do it for columns and for new data.
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Apr 17, 2014
I currently have a large spreadsheet that multiple people fill out. Each person fills out all the information in a row. At the end of the row, I would like a button that says "Generate Form" so that when clicked, a new sheet automatically opens with a template form that I created and is already filled out with the information that was just inputted into the spreadsheet. Also, there are four different template forms that could generate. For example, there are forms A, B, C and D. If the user inputs "B" into the first column of the row, then when he goes to click "Generate Form", a new sheet is created with all the information filled out in Form B.
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Jun 1, 2011
I have a 5000 line table I am filtering by a few columns, and I'd like to calculate an exponential trendline value.
=INDEX(LINEST(LN(R1059:R1167),W1059:W1167),1)
But I actually don't want all the values from R1059 to R1167 - I want to select only the displayed values (R1059, R1068, R1077, etc). Is there a way to select only display values to use in a formula? The problem is it would be a lot of manual work to select them all - there are 50 or so instances I would have to select 13 manual values.
I am using Excel 2007 on XP.
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Oct 14, 2009
I'm trying to make a formula that will calculate the average of the previous 12months. The goal is to tie the formula to a reference cell that contains a date. Each time the date is changed by a user the calculation will be updated accordingly. Here is the CSE formula that I thought would work:
{=AVERAGE(IF($B$5:$B$53=B$2,OFFSET($C$5,(COUNT(C5:$C$53)-1),0,12,1)))}
I've also attached a sample file to illustrate the problem. The 'range' portion ($C$5,(COUNT(C5:$C$53)-1)[/b]of the Offset function was setup simply to get the 12 months which preceeded the reference date.
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Jul 25, 2006
I have a worksheet that displays totals from a master worksheet. At the bottom of the summary I would like to have the three previous months totals displayed from one column. I know that I can achieve this "quick and dirty" by just using VBA to display what I want, but I wanted to see if there was a better way of achieving this.
I searched and came up with a formula like[code = TEXT(H4,"MMMM"[/code] This will diplay the month name like I want, but there are also three other cells that I need the previous months in. Is there some type of formula that will autmatically change these values once the date in cell H4 changes?
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Jun 24, 2014
I have an issue whereby I have thousands of lines of data. I need to bring back the "previous month" worth of data (along with some additional information) but not sure how to go about this.
The attached shows the example file. I need the following :
1. Take the data to populate the "Populate" tab
2. Using Column F (Invoice Date Created) to only bring back the "previous month data" - in this case it would be May 2014
3. The following formula is what I have currently for Column B of the "Populate" tab: =SUMPRODUCT(SUMIFS('Data'!$N:$N, 'Data'!$M:$M, "Invoice Payment Processed", 'Data'!$A:$A, A2))
4. The above formula brings back all the values - I only want the previous month.
5. I am then not sure how to calculate Column C - which is a count of the amount of invoices that make up the total
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Jan 6, 2012
I have this spreadsheet that is being used on a monthly basis, as the months goes by, I populate the current month with a downloaded data. My problem is, the current month is linked to a summary sheet. How do I update the Summary Sheet if, lets say last month Dec. 2011 I populated it last month with the SUmmary Sheet linked into it, then this month Jan. 2012, if I populate it, the Summary Sheet is still linked to Dec. not the current month Jan. 2012. Is there an easy way to "move" the SUmmary sheet as well as the months gone by? what I'm doing now is, I insert a new column in the column where the data is being linked, then copy/paste the data to the new column to preserve the numbers, then I overrite the current month download to the column where the SUmmary SHeet is being linked so that the SUmmary will be current. I find this process a bit manual and I should be watchful of the links because sometimes it doesnt work on the formula as I made the changes.
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Jul 4, 2012
Excel 2010. I set up a trial balance as following:
1/31/2000 2/28/2000 3/31/2000 ------- 12/31/2012
Acct # 1
Acct # 2
Acct # 3
Acct # 4
I was able to use pivot table to set up the balance sheet and income statement.
1. now each month is a field which I can choose to add to the report, but the field list is getting too long (and growing). Is there a way I can insert 1 field (for the user to input the exact date) or 2 fields (to input year and month) and the pivot table can pick up the input and refresh either automatically or manually.
2. I looked into the "group" function in pivot table, but how do I group the above data in quarterly and yearly fashion so the user can get those information quickly?
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May 27, 2009
I have a report of 1200 plans (approx 2000 rows). Attached is just a small example of data that comes from the report. There are 3 plans in column B (Plan X, Y, Z). I want one row of data for each plan with the plan roles and Employee ID filling those roles listed horizontally instead of vertically. It is only the roles and Employee IDs filling the roles that cause the data to be more than one row. In this example, I’d want only 3 rows of data (one for each plan). I want to include all data shown for each plan but want it on one row per plan. Possible roles are Plan Owner, Plan Steward (there can be up to 10 stewards per plan), Plan SPOC, BU SPOC, Compliance Director, and Officer.
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Jul 3, 2008
i've attached a file of what i'm working with. only the Data Entry worksheet and Data View worksheet are what i am concerned with
i'm building this billing workbook based on a monthly calendar. i want to have the summary column be a SUM of only the months billed thus far. for example, if the current month is november and i'm entering in billing information for the month of october, how would i be able to show a SUM of only months already billed? in other words, how can i summarize july:september, then see that summary in a column, and then bill october without seeing the effect on the summary column.
currently, the summary column is a summary of all months. i need it to be relative to the Current Date entered in the Data Entry Worksheet.
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Aug 7, 2014
summarize quarterly data in the summary table taking into consideration the months and the district. see the attachment for a more clear picture.
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Nov 10, 2008
I am interested in finding vba code that I can enter as an add-on for a weekly training report that I receive.
An example of the weekly report is attached. A Computer based training program populates the reporting tool with the date that the course was completed. Each week a report is generated as attached with the dates completed filled in the matrix.
The goal is to: Report the total percentage of training completed. I would like to be able to run a vba add-in that will determine what rows have entries. Perform a countA on the date fields. Sum the counta's and populate a cell with the % complete. In one simple touch of a button or keyboard function that can be ran each week without editing the code. These reports are filtered by department and the size of the matrix change all the time.
The hang up I am having is making the code dymanic enough to figure out what cells are filled and calculate and populate by that factor.
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Apr 30, 2008
I'm going to try to explain this as accurately as possible. This is my first post, and I'm seriously struggling with VBA, but i'm confident that someone out ther will have done this before.
I have a single workbook which has a single datasheet, and further sheets representing different months of the year.
Sheet 1 ("Data") contains the following columns and data:
DateStart MileageEnd MileageBusiness TripBusiness Mileage
01/05/2008013 get 13
02/05/200813260
03/05/200826100 euro 74
04/05/2008100113 adf 13
05/05/20081131130
06/05/20081131130
07/05/20081131238 alex begg1125
08/05/2008123812510
09/05/200812511288 service 37
10/05/2008128812980
11/05/2008129813110
12/05/2008131113780
13/05/2008137814000
14/05/2008140014560
15/05/200814561490.10
I then have a series of Summary sheets which are supposed to summarise the data on this single data sheetl. But this is where I have issues.
Basically, from the list of data above (running from 1st may 2008 - 31st December 2008), I want to pull out, per month all of the trips in that month. So for May (shown above) I need the date, business trip name, and the business mileage where the business trip name <> "".
To compound the issue, the columns that these are moving into are columns 1, 2 and 6 in the summary spreadsheet.
I have used some example code from cpearsons website to give me a list of nonblank cells in the Business Trip column, and this has worked, but I can't pull the other two columns out effectively.
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May 2, 2013
I have a excel based timesheet that looks at an external table named "Station Master" to populate columns from a vlookup. I have recently linked the Station Master to a database to populate it. From the database we may change status so that the project does not show up in the station master anymore to make sure complete projects are not getting hours charged anymore. Now if a project that was on the master goes away previous timesheets lose the correct description because it is not on the station master anymore.
My question is there anyway to make the previous data lock so the data that is in the cells won't change when the station master changes.
A little more info... the time sheets are by quarter so 12 weeks are in the same workbook as individual worksheets. All of those worksheets vlookup to a worksheet called "projects" inside the workbook. Then that worksheet references the external Station Master workbook.
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Mar 26, 2012
Excel 2003. I have a list of names in column A, dates in column B, I need the difference between dates for the people in column A, I am doing it now with the formula shown but I need a formula to put in column C that will look at the name in column A, for that row, and then find that name above it and give me the difference between the to dates in column B. So in the example below if I put the formula in C7 it would look at A6-A2 for harry and then give me the difference between B7 and B4, 6 days, if there is not a match return blank.
Excel 2003ABCD1NamesDateDays Between2tom2/8/123****3/2/124harry3/9/125tom3/10/1231=B5-B26tom3/12/122=B6-B57harry3/15/126=B7-B48****3/26/1224=B8-B3Sheet1
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Dec 8, 2013
I have subtracted two dates from B2 & B1 using DATEDIF() Function and the results are available in (B5) Year, (C5) Month and (D5) Days respectively. Now the problem is how to Subtract, Add days & Months using borrow, Carry forward to the previous cells (I need formula, function for the above). I have to take 30 days from month ie in C5 if the days (D5
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Mar 25, 2014
I am compiling a spreadsheet to determine various membership levels of Regular, Bronze, Silver, and Gold, which is based on the number of volunteer events attended at our organization (cell A1), as well as the level of giving (cell B1). Regular is the lowest level, and Gold is the highest.
Now let's say that I am looking for a formula that will be entered into cell C1. This formula would read cell A1 and cell B1, and then return the value that is the higher value. So, let's say the formula in cell A1 returned the value "Silver" and the cell B1 returned the value "Gold", ultimately, the formula in cell C1 would read these two cells, make the determination that the value "Gold" is the higher value, and return "Gold" in cell C1.
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Dec 23, 2013
excel 2010. This workbook has 4 worksheet(Process Engineer,OSBL,OSA,Lab Operator) I want to know what is the best excel formula/function to summary this 4 worksheet.
Example:I want a formula/function to summary all the statement from 4 worksheets and total number of answer "1" per statement from 4 worksheet.
Sample Statement below
"Demonstrate Interpersonal (People-to-People-) Skills" Question:What is the formula if above statement contains this statement in 4 worksheet?As i checked the total is 4 then What is the formula to get all total answered ICC on this statement from 4 worksheet?
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Jul 17, 2014
I have consecutive vertical lists that each have a different number of instances and I'm trying to create a horizontal summary. Here is an example:
Vertical lists:
Mary
red 2
blue 11
John
yellow 5
red 7
blue 8
Susan
red 9
green 3
Desired Summary table:
Mary John Susan
yellow 5
red 2 7
blue 11 8
green 3
Is there a way to do this using a pivot table or formulas, instead of manually?
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Apr 28, 2014
I have a very large table that I want to be able to summarize neatly and columns that have zeros for a specific person, so its easier to input data later.
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May 14, 2009
This is just a sample worksheet. I have got a worksheet with having 3 coloumns A, B & C. Column A contains E Code, while Column B is of time which user will enter. Column C contains the time in Hours.
I have entered one record for example. Now, whenever user enters the value in B3, then formula from C2 should be copied to C3 i.e it should be =B3/60.
I want this to be done using VBA. Pls help me out. I want to use this feature in one of my another files which requries this feature.
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Dec 12, 2011
I'm trying to write a formula to take data from the same cell in each of 50+ sheets and put it into a summary sheet:
On each sheet i have the total for that sheet in a cell, H11
in the summary sheet i want to list these horizontally, so total of sheet 1 into the summary sheet in D5, sheet 2 in E5, sheet 3 in F5 and so on...
Is there a way to write and copy a formula or will I have to manually amend the formula for each sheet ref?
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Feb 15, 2012
Data is input into my spreadsheet. It is not always in the same cell, and is not always the same length vertically. I want the user to select the top left of the data and then automatically do text to columns. Here is my code that is not working! :
Sub TextToCol2()
Dim rng As Range
Set rng = Application.InputBox(prompt:="Select a cell", Type:=8)
ActiveSheet.Range("rng:A" & Range("A65536").End(xlUp).Row).TextToColumns DataType:=xlDelimited, ConsecutiveDelimiter:=True, Space:=True
End Sub
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Nov 5, 2008
I want to accomplish something like this but slightly different:
[url]
I have the same issue but a bit more complex. In my case I have an additional amount of columns (let's say dimensions). So for the example given (sales per month) I would add two columns for 4 different regions and 5 machine types (just examples).
The output (that would serve as pivot tabel input) would then have to be a 4 x 5 x 12 x 4 = 960 row database table.
I have tried to accomplish it by customizing the given code but that provedto be beyond my powers ;o)
and some 3rd party software [url]and [url] but non of them is doing what I'm looking for.
The code I'm looking for ideally would count the number of columns and unique records per column and construct the database table from that. So I am looking for flexibility in the number of dimensions also...
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