File For Deliberations On Proper Entry Date Into A Retirement Plan

Dec 31, 2008

I work on an Excel file to determine property date of entry. While I have not completely worked out all of the bugs or the permutations or problems that may come up, I do feel that I have discerned an important part of the problem. The sheet where I set up my formulas and functions has the name 410a elig and coverage and should have a green tab.

To explain my reasoning; in this hypothetical situation, a company's plan has two dates of entry, January 1st and July 1st. An employee enters the plan on which of these two days follows closest or coincides with his or her attainment of 1,000 hours of service during the twelve months forming his or her initial eligibly computation period. If an employee starts work from January 2, 2005 to July 1, 2005, then that employee would enter the plan (provided he or she worked 1,000 hours during the initial eligibility computation period) on July 1st, 2006. If that employee started work from July 2, 2005 to December 31st 2005, then that person would enter the plan on January 1st, 2007.............

Some of the abbreviations or acronyms spelled out:
OYFDOH=One Year From Date of Hire; for now, the issue of leap years I will set aside
Month Function
Month=Month Function
JJ: January or July

OYFDOH MON JJ Year
8/7/2006 8 1 2007
1/2/2006 1 7 2006
6/1/2006 6 7 2006
3/1/2006 3 7 2006
8/1/2005 8 1 2006
6/1/2006 6 7 2006

View 5 Replies


ADVERTISEMENT

Employee Retirement Plan

Oct 27, 2007

how to use formula in the monthly contribution field to calculate 7% of pay (salary)

Lenght of Total pay Monthly contribution cummulative
Service retirement value
3.6 $528.94

Please one more thing. How do i use FV Function, monthly contribution, and the lenght of service field to to determine the current value of the employees retirement palan.

View 10 Replies View Related

Calculating Retirement Date Based On Retirement Rules?

Feb 8, 2013

I need to calculate the retirement date of an employee based on the following 3 rules (in essence, the employee's retirement date is whichever rule the employee meets first)

At least 55 years old AND 20 years of service
OR
At least 60 years old AND 5 years of service
OR
At least 65 years old AND 1 year of service

I have Date of Birth in Column F and Hire Date in Column G.

I was able to hack something together when I had only two rules to deal with, but it was a very hard to follow IF statement. With three rules I'm having trouble.

View 9 Replies View Related

Force Upper Or Proper Case On Entry

Feb 16, 2007

Below is the existing code that I'm working with and would like to be able to make the ' name' column either Upper or Proper case on entry. I haven't decided which I'm going to use yet.

Set r = Sheet1.Range("A2:C65536")
If Not Intersect(Target, r) Is Nothing Then
sTgt = Trim(Target.Value)
If sTgt = "" Then Exit Sub

Select Case Target.Column
Case NmCol
If InStr(sTgt, ",") = 0 Then
iSpc = InStrRev(sTgt, " ")
Target.Value = Mid(sTgt, iSpc + 1) & ", " & Left(sTgt, iSpc - 1)
End If

View 3 Replies View Related

Creating Files To Automatically Determine Proper Entry

Jan 1, 2009

I have posted about creating an Excel worksheet which would help determine proper entry into a retirement plan. Another idea that I had entailed setting up a separate worksheet which would return the dates of entry following an employee's date of hire. Therefore, an employee hired on 8/5/2005 would have dates of entry following that stand at 1/1/2006 and 7/1/2006. Then, I had an idea of creating a formula or function to add up the number of hours that the employee had worked.

Setting up a separate worksheet with the number of hours that an employee worked during the initial eligiblity computation period and the subsequent computation periods (separate respective columns for the initial eligibility computation period and then for each subsequent computation period) would help. I would calculate using sum functions.

So, to sketch this out:
One sheet would have the employee's DOH

Another worksheet would have the Dates of Entry subsequent to that DOH (e.g. for an employee hired 8/5/2005 the next Dates of Entry entails 1/1/2006, 7/1/2006, and 1/1/2007)

Yet Another Worksheet would sum the total hours that an employee had worked since DOH on a month by month basis (i.e. the total number of hours than employee had worked since his or her DOH up to a certain point on a monthly basis; e.g. an employee hired on 8/5/2005 would have on the sheet the calculation of the hours this employee had worked as of from 8/5/2005 to 9/1/2005, then the next column would have the total the number of hours worked by the employee from 8/5/2005 to 10/1/2005, etc.)

Finally, the worksheet with the DOH information would have a column which would (this would probably entail heavy use of VLOOKUP) snag the information as to how many months and years an employee had worked as of the subsequent Dates of Entry; if the employee had worked 1,000 hours and 12 months as of 1/1/2007, for example, the employee would enter the plan.

To explain the situation further:

The employee must work 1,000 hours during his or her initial eligibility computation period. That starts on the day of the first hour that an employee works for the company. So, an employee hired on August 1, 2005 who worked one hour on that day must 1,000 hours from then till August 1, 2006 to enter the plan as soon as possible. If the employee did not work 1,000 hours during that period, then the eligibility computation period shifts to the plan year. So, if the employee did not work 1,000 hours between August 1, 2005 and August 1, 2006, but did work 1,000 hours between January 1, 2006 and December 31, 2006 (this of course presumes the plan operates on a calendar year)

View 11 Replies View Related

Change Text To Upper, Lower Or Proper Case On Entry

Sep 6, 2007

I would like to format a row of cells so that when a word is entered into the cell it automatically becomes a capital.

I need the word to be capitalized so that I can use it in a custom function. The function uses the word from this cell and goes through a bunch of cases in determing how to classify the string.

I think more than one solution is possible and I would greatly appreciate some feed back, I've tried looking into turning all the letters of a string in my VBA code to capitals, or a way to format the cells, so that the string is already capitalized when entered into the VBA code, but I'm still a novice at VBA and unsure on how certain commands work.

here is a sample of my vba code.

Function WeightI(Shape As String, sDim As String, dLenFt As Double) As Double
Const pi As Double = 3.14159265358979
Const Ft2In As Double = 12
Const dDen As Double = 0.2835 ' density of steel, pounds per cubic inch

Dim aiStr() As String ' dimensions as strings

View 5 Replies View Related

Date Cells In Project Plan To Change Based On Other Cells Including Other Date Cells

Oct 31, 2008

This is a project plan with tasks and dates. Column A is the activity number. (Example 1, 2, 3" etc). Column B is the task (Ex. "Complete Report"). Column C is number of days required to complete the task. Column D is the dependency column. (Ex. Cell D2 =1 in other words Task 2 is dependent on task 1). Column E is the date.

I would like to have a seperate start date cell and a go live date cell.

The objective is to enter a start date, and have each column E date increase based on the number of days entered in Column C. If a task is dependent on another and I change the number of days in Column C I need the dependent task to change the same amount of days.

View 9 Replies View Related

Insure Cell Value A Proper File Extension

Apr 8, 2008

I'm trying to insure that when a file name is inputted into cell "DA7" that the string ends with a ".xls" extension. I'm using "DA7" as a target and have written the following code. When executed nothing happens.

If Target.Address = "DA7" Then
Dim ta As String
ta = Target.Value
If Right(ta, 4) <> ".xls" Then
MsgBox "The file name must end with a '.xls' extention"
Target.ClearContents
End If
End If

View 2 Replies View Related

Convert A Text Date Into A Proper Date

Jan 9, 2009

I have a column of dates in thie format " January 5 03:09:36 2009" which i need to convert into a proper excel date that i can do further calculations on (adding up things, graphs etc based on dates).

Note the space before the month name. I thought about doing a left(cell,xx) to get it but that isnt going to work with the space infront and the variable length of month names.

I do not necessarily need the time included, it may be useful at some point if its easy to keep it as part of the data, if not i can live without it.

View 6 Replies View Related

Convert Range Cell Of Text Into Proper Date

Jun 11, 2014

I would like to know how can I convert a column P and T that contains these type of number into a proper way of date of DDMMMYYYY.

Like, if the cell in the column P has 8 digits then convert

19830425 -> 25APR1983
19910515 -> 15MAY1991

next cell till end of column P. Then do the same to column T.

View 2 Replies View Related

Apply A Proper Date Format To An Entire Column?

Dec 3, 2008

I have a column (A) where there's a date in each cell. Currently it is formatted as category "text". All entries where initially entered as 'yymmdd', but using category "number". Beacause of that all zeros in the year disappeared, so now they are shown as "ymmdd".

Can someone show me/tell me how to convert all these dates from category "text", to category "date", using format "yymmdd"? I have tried again and again and again, but can't make it work. I have attached a sample of the sheet.

View 4 Replies View Related

Adding Dates To Column And Keeping Data Associated With Proper Date?

Jun 19, 2013

I have a column with dates and times, and an associated column with data for all the dates and times. I want to add every hour of every day to the date/time column, but want the data associated with the times to stay in the row next to the correct time. How would I do this? In the attached file, i want to make coulmns A and B look like Coulnds E and F. I have hundreds (if not thousands) of rows, so i need a way to do this easily. Also, the times are not all evenly spaced or exactly on the hour. I dont need the times to be exactly on the hour or spaced out evenly, but i would like to have at least one time from every hour.

DBdate time alter.xlsx

View 2 Replies View Related

Excel 2010 :: How To Convert Numeric Dates Into Proper Date Format

Aug 21, 2013

I have a column of dates formatted as:

20130201

The cell format in the column is General.

I need to change it so that the format looks like this:

02/01/2013

Is there a quick/easy way to do this in Excel 2010?

View 2 Replies View Related

Retirement Calculator For Citizen In Canada (RSP, Provincial And Federal Tax)

Feb 23, 2007

I don't know if some of you have an example on how to create a retirement calculator for citizen in Canada (RSP, provincial and federal tax) ? Do I need to create some sort of Monte Carlo simulation do to so ?

View 5 Replies View Related

Read Pdf Or Doc File Line By Line And Then Parse Data Into Proper Cells And Rows?

Feb 23, 2013

I have the data to import / read in a pdf, in a doc, or in an Excel worksheet whichever is easier to use. I need to import the data, parse it into the correct cells for that row and then repeat the import until the end of the file. Not all the cells are in each group of data to import, so those cells will be null for that row. Some of the data for one cell may be in up to 14 lines in the data file. I have be concatenating these data rows into one cell. There are 48,000 lines in the file to import or I would do this manually. I am assuming that doing this in VBA would be the most efficient method.

View 11 Replies View Related

How To Keep Date Entry TODAY Frozen On That Specific Date

Mar 6, 2014

I am working on a spreadsheet to create a school 'tracking' system based on excel. What I need is that as soon as a box in column B is ticked, a date (TODAY() is entered in column A. That is not so difficult, and I have used the formula in cells in column A:

=IF(ISBLANK(Bx);"";TODAY()), where x is the specific row.

So, keep cell A clear untill something is written in cell B. This works fine.

But, for the purpose I need to keep the TODAY() date fixed after entry. And it need to be erased again if the tickbox in cell B is emptied again. It need then to re-enter a new date after cell B is re-used.

View 5 Replies View Related

Restrict Date Entry To Be With Date Range/Scope

Jun 19, 2008

I'm having a problem with data validation. I set an entire column so that it could only be a date between the first date in the list and the current date. I tested a few cells to make sure that it was working the way I wanted and I noticed that it allows a random number like 3 or 5 to be input after row 50. This would create a date in the 1900s. Why is this happening and how can I stop it.

View 9 Replies View Related

Hlookup (look At The Dates In Row 2 On The Tab Marked “Cap Plan”)

Nov 17, 2009

inputting a formula that will look at the dates in row 2 on the tab marked “Cap Plan” on the sample sheet and then go to tab “Monthly Mode” and match the date and then take the percentages for each work type on that tab and put them in the percentage columns in the tab “Cap Plan” for the correct date. This document will be a rolling 52 week one so a simple = formula will not work.

View 2 Replies View Related

Actual Vs. Plan In Pivot Table

Mar 23, 2007

I've attached a simplified worksheet which tracks the calls of a team of salespeople along with a pivot table showing their results for Jan-Mar. I've also included a summary of their planned calls for the period. Ideally what I'd like to do is have the pivot table show actual calls, planned calls and variance for each salesperson and each month as seen on A37-J42.

View 6 Replies View Related

Auto Calculate End Dates On Production Plan

Nov 7, 2006

auto calculate end dates on production plan ...

View 9 Replies View Related

Generate New File For Each Entry Of A List

Aug 19, 2009

I have a database file with a list of components. Each component has manufacturers name, part number, description etc. I need to create an individual file from each of the components in the list. I would like a quick and easy way to copy the information in each Row and generate a new file for each Row containing the existing template I have.

View 9 Replies View Related

File Unstable If It Gets To Big: Only Deletes The First Entry

Jun 28, 2006

The file that I am currently working on is getting really big. It is currently 101MB and we aren't done yet. In contains a lot of Macros and also a lot of ordinary excel formulas. I have recently noticed that excel sort of gets unstable with this file. For instance if I select a very large area eg A200:IK19000 and delete it, it only deletes the first entry (A200). What is going on? Is this a typical excel thing? What can I do to fix it or avoid it in the future?

View 2 Replies View Related

Save Excel File As Another File Using Current Date As Part Of File Name

Oct 10, 2011

VBA coding for automatically saving an excel file as another file using the current date as part of the file name together with "32ga" as a constant add-in. I also what this macro to run at a particular time of the day let say 00:20hrs. The excel file i want to save as is always open . It has data that changes every 24-hrs.

View 1 Replies View Related

Save File By Cell Entry And Keep Macros

Apr 2, 2009

would like to save a spreadsheet with the contents of a cell as the name. My problem is that I have several macros in the workbook and if I change the name of the file when I save, it won't run the macros when I reopen because the filename has changed. It presents me with an error saying it can't find the macro.

View 9 Replies View Related

Adding Additional Goals And Objectives In Treatment Plan Using Form Control Button

Feb 25, 2014

Instead of having the goals and objectives already in the form I would like to have buttons that would allow my clinicians to add as many goals and objectives as they'd like to the attached treatment plan. I'd like them to be able to click a delete button as well when they review the plan and need to delete a goal that's been met. When my team clicks into the second worksheet they would see rows 10-16 (below). They would then type a STG 1 and an Obj A. They then would click the Add Obj button and add as many objectives that they needed. Then when they clicked the add goal button a blank copy of rows 10-16 (including the Add Obj button) would pasted one row down and would update to read STG 2. Neither of these buttons would appear when the document printed.

Here is a screen scrape of what I'd like the attached form to look like before goals and objectives are added.

add goal.jpg

The original form is saved in an .xltm format but I saved it in an .xlsm format so I could upload it here.

HCT ITP (2-25-14) Abbr.xlsm

I found a thread on this forum that came close to answering my question but my attempts to pull out the coding that I needed was unsuccessful. Here's a link to the thread: [URL] ........

View 14 Replies View Related

Date/Time Formula: Pick Up A Date With Time Entry On A Worksheet And Place It Into A TextBox On A UserForm

Jun 17, 2006

I am attempting to pick up a date with time entry on a worksheet and place it into a TextBox on a UserForm. Format on the sheet is mm/dd/yyyy h:mm AM/PM. The UserForm is placing the value as mm/dd/yyyy 12:00 AM. here is the

Private Sub UserForm_Initialize()
If Not Range("dDate").Value = "" Then
TextBox2.Value = Range("dDate").Value
TextBox2.Text = Format(DateValue(TextBox2.Text), "mm/dd/yy h:mm AM/PM")
Else
TextBox2.Value = ""
TextBox2.SetFocus
End If
End Sub


"dDate" is the named range where the date is sitting. The format is also set on the TextBox2 exit event. Can anyone see why only the date portion is being transfered with the default 12:00 AM for no time component of the value?

View 3 Replies View Related

Prompt For File On External Formula Link Entry

Feb 1, 2008

I want to be able to get a value from a specific cell in another workbook, the problem i have is that i want to be able to select what file the active workbook looks for from the start page of my current workbook. For example when i load the workbook i get my startup page ( sheet 1) where i will be able to select what external workbook the active workbook will be linking with, i will then link the active workbook to the value in a specific cell from the selected external workbook.
I know to link to another workbook i would use ='[filename]sheet!cell

However i want to be able pull up a 'open file dialog box' which i select a file name which will be used as 'filename' in the formula above.

View 2 Replies View Related

Validate Date Entry

Mar 27, 2014

I have a ComboBox on a UserForm. One of the fields that I fill in is a date.

After the date is entered I want to check if it's a valid date.

VB:
Private Sub cboEnterDate_Exit(ByVal Cancel As MSForms.ReturnBoolean)
' Make sure a valid date was entered, it must be in the format 2013/10/21.
On Error Goto ERR

'If Not IsDate(cboEnterDate.Value) Then

[Code] .....

ERR:
MsgBox "The date entered is not a valid date", vbInformation
Cancel = True
cboEnterDate_Enter
End Sub

The code:
VB:
'If Not IsDate(cboEnterDate.Value) Then
execute the If routine if I enter the date 2014/03/33

When I enter the date 2014/03/0001 it do not see it as an invalid date and exit the routine.

The code:
VB:
If Not IsDate(FormatDateTime(cboEnterDate.Value, vbShortDate)) Then
send the execution to the ERR routine if I enter 2014/03/33

When I enter the date 2014/03/0001 it do not see it as an invalid date and exit the routine.

How can I get the validation to catch the 2014/03/0001 as an invalid date as well.

View 3 Replies View Related

Date Entry Using VBA Code

Dec 31, 2008

I am not sure how many questions I can ask in one day, but I have one more. I am using VBA code for easy date and time entry on a spreadsheet...I am a complete novice at this.

I need to add additional columns to the range for dates and times.
also, is it OK to use the code for date and time on the same worksheet?

Code for Date:

Private Sub Worksheet_Change(ByVal Target As Excel.Range)

Dim DateStr As String

On Error GoTo EndMacro
If Application.Intersect(Target, Range("A2:A100")) Is Nothing Then
Exit Sub
End If
If Target.Cells.Count > 1 Then
Exit Sub
End If
If Target.Value = "" Then
Exit Sub
End If

View 9 Replies View Related

Date Entry Renders

Jan 14, 2009

Is there a way that I can set up two cells so that when a date is entered into one, the other renders something like "Reporting from XXXXX to YYYYY" where XXXXX is the Monday of that week and YYYYY is the Friday of that week?

So, for instance, if the user entered 1/14/09 into cell A1, then cell B1 would show "Reporting from 1/12/09 to 1/16/09"...

View 9 Replies View Related







Copyrights 2005-15 www.BigResource.com, All rights reserved