Financial Calculator Functions
Sep 30, 2007I would like a user friendly form where I could enter
£50 15% discount and it would add 50% plus VAT and produce POR & POC which would adjust if the suggested price was changed.
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Get Last Date Of Financial Year
Aug 30, 2009Financial Year ended on 31st March. If date is 18th August 2008, Then last date for financial year is 31st March 2009. IF date is 15th March 2009, Then also last date for financial year is 31st March 2009. I want formula / function to get last date of financial yera.
View 2 Replies View RelatedCalendar To Financial Year
Jun 14, 2013I have a report at the moment which shows me the calendar year that an action was carried out in, what I would also like to show is which of our financial years (they run April to March) the action was carried out in.
View 7 Replies View RelatedFinancial Year Function
May 31, 2009I have created a monster formula that extracts the Australian financial year (FYR) from a date string and would like to convert the formula to a nice tidy function.
the formula works on a date string with the following format: yyyy-mm-dd (2008-12-15)
for example the formula result for 2008-12-15 is 08/09 (yy/yy)
=IF(OR(LEFT(ExDate,1)+13,MID(ExDate,5,1)"-",MID(ExDate,8,1)"-",LEN(ExDate)10),"Change the expiry date format to yyyy-mm-dd",
IF(OR(MID(ExDate,3,1)+1=1,MID(ExDate,3,2)+1=11),
IF((MID(ExDate,6,2)+1)
VBA Date To Financial Year
Jan 11, 2010I'm looking for a VBA code which will review the date in column C, which is in the format DD/MM/YYYY, and convert it to a financial year in column D.
So... given a financial year April to March what i think i'm looking for is...
If the month is 04 to 12 then column D should display = Current Year / Current Year + 1
If the month is 01 to 03 then column D should display = Current Year - 1 / Current Year
I need column D to be in the format XX/XX ie 10/11 for the period April 2010 to March 2011. I need the code to work from row 2 to the last used row based on data entered in column E.
Financial Data - Graph Not Aligning
Jan 18, 2014I work on graphics which show financial data. The base is day data together with calculated added values the graphic worked and showed good pictures.
But now I encountered a problem with the graph - related to not listed days, points are "generated" which do not be in line with the rest of the data !?
EXCEL_Forum_20140118.jpg
Formula To Sum By Month And Financial Year
Jun 28, 2014I have a spreadsheet that consists of date, product number with amount received against each date.
What I need are formulas that will automatically provide me with:
1. The sub-total monthly income for each product against each financial year.
2. Total income for each product by financial year.
3. Total income for each financial year.
Compare Two Financial Reports From Two Different Sources
Nov 3, 2009i have to compare two financial reports from two different sources each and it should derive the same result.
I am still working on it and only focus on Column C & D. However, i have come across some problems and hope that these milestones can be cleared so that i can move on to another step to achieve my goal.
So, my current problem is
1) #N/A (eg Cell D9 & D32) will be resulted when hlookup function is used. Since the workbook 'CB_Consol_2009' does not have the same name appear, how can i make the answer become '-' instead of #N/A when hlookup function is being used?
2) Double counting. The same name appears more than one time (eg CURRENT ACCOUNTS-RET_ (01#0505_01) and as such, its figures also calculating more than once. Is there a way to calculate the figure only once so that i come out with the correct grand total?
As my objective is to compare two financial reports results (which should be the same), this is the table i can think of. If anyone here have any constructive comment on my current format.
Lookups For Financial Statement Formatting
Dec 13, 2012I have a tab that has rows with line items from a financial report (the items start with unique identifier numbers) and the tab also has historical monthly data for each of these items. I now have a new tab with the same line items but they are now in a different order. Is there a formula that I can use to copy all of the data from the old tab into the corresponding monthly line item in the new tab? Nothing changes except for the order of the rows.
Also, at the top of the old tab, there are totals that grab from each of the rows below. If I copy these formulas into the new tab, I think that they will reference the incorrect rows (as the order has changed) Is there any way to transfer these formulas and keep the linkage intact?
Calculate Financial Year From Date
Nov 9, 2006How do I calculate/display the financial year for a given date? For instance if my source cell has 25/11/2006 how do I get the result cell to show 2006/07 (or 06/07, 2006/2007, etc).
I've tried a Text() function but the best 'format_text' I could come up with was "yyyy/yyyy+1", which not only doesn't work, but would be wrong if the source date was in the second half of the financial year.
Financial Modeling Spreadsheet Standards
Mar 14, 2008In my efforts to improve worksheet readability across the board at my work I am researching spreadsheet standards. I have found the Spreadsheet standards review board http://www.ssrb.org/index.html that has a massive document containing valuable standards to adhere to for financial modeling. Since I learn best by example, I am wondering what standards any of you guys are using and if possible post a sample spreadsheet containing those standards.
View 3 Replies View RelatedUse Today () To Show What Financial Month This Relates Too.?
Nov 19, 2009If today = any date in November, how can I display in a seperate cell that that is month 8 of an April - Mar Financial year.
A4 =Today() 18/11/09
a5 = can this display as 8 and then 9 when a4 becomes a december date?
Count Period Based On Financial Month
Aug 21, 2012Excel formula? What I would like to get is a period number for financially month - not sure if it is possible
For example: 29, 30 & 31 of July suppose to be period 8.
Create 26 Folders (depends On Financial Year)
Apr 16, 2009I want to create 26 - 27 folders (depends on financial year)
Basically in the current folder I want the folders to be created in the following format FE 22-04-09 for each fortnight in the financial year.
Macro To Reduce Lengthy Financial Data...?
Jul 5, 2006I'm researching a load of financial data downloaded for me from Bloomberg. It lists daily prices of 15 commodities for nearly 20 years in some cases! Its far too much data to get anything worthwhile out of, so I'd like to know if any of you guys have used or know what the VBA is to write a macro that will reduce all the data from daily to monthly. (ie. I want a macro that will allow me to quickly delete all data corresponding to dates which are NOT the end of the month).
View 5 Replies View RelatedUsing Macro To Create Financial Statements From Journal Entries
Jan 8, 2014I'm completely new with macros. I was wondering what you would need so that the information will automatically update itself onto a summary page. For example for entries on one worksheet to create a statement on another worksheet?
Example:
Asset Type
Description
Date
Amount
OA
[Code]....
The first entry doesn't have a date, because the asset type is classified as OA. (therefore an exception) Each of this information will be linked to it's own worksheet. For example, the OA entries would create their own sheet which will summed.
Pivot Table : : Get Data For Desired Financial Year Only
Nov 23, 2006I have a sheet with following columns
Zones Month Revenue
Zone1 Apr-05 1111
Zone2 Apr-05 2222
Zone3 Apr-05 1222
Zone1 May-05 1451
Zone2 May-05 452
Zone3 May-05 4622
Zone1 Jun-05 891
Zone2 Jun-05 255
Zone3 Jun-05 1555
and so on all zones revenue each month.
I am learning Pivot table and struck at a point.
I am able to do simple pivot table but now want the following result
1. All the three zones in row fields.
2. Months in column field.
3. Revenue and running total of revenue (progressive sum) for all the months of desired financial years. ( I can get revenue and running total separately but I want these in alternate columns ie Revenue Apr-05, Revenue upto Apr-05, Revenue May-05, Revenue upto May-05 and so on)
Also how to get data for desired financial year only as 2005-06 (Apr-05 to March 06) or 06-07 (Apr-06 to Oct-06)?
Excel 2010 :: Pivot Table For Financial Statement With Months As Columns
Jul 4, 2012Excel 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?
Excel 2010 :: Financial Analysis Software To Evaluate Data On Monthly Basis
Mar 14, 2013My company uses financial analysis software to evaluate data on a monthly basis. The software has a report writing package that is similar (but not exactly like) Excel. There are 2 functions of this report writer that I would like to find out if
Assume A1=4 and B1=5 (but the data may vary in the future). In C1, I want an green up arrow if B1>A1. If B1
Functions Compared With VBA Functions
Mar 14, 2008I am aware of the following topic in the VBA Help file:
"Using Microsoft Excel Worksheet Functions in Visual Basic
You can use most Microsoft Excel worksheet functions in your Visual Basic statements. To see a list of the worksheet functions you can use, see List of Worksheet Functions Available to Visual Basic.
Note Some worksheet functions aren’t useful in Visual Basic. For example, the Concatenate function isn’t needed because in Visual Basic you can use the & operator to join multiple text values."
And I'm aware of how to call Excel funcitons from within VBA; e.g., answer = Application.WorksheetFunction.Min(myRange)
However, not only are some Excel functions not useful; the fact is they cannot be used because VBA has a native function that does exactly the same thing and you have to use that native VBA function to achieve your goal. It is these overlapping functions that I am especially interested in. I want to know what I should use directly in VBA and what I need to go to Excel for.
Little Calculator Wanted
Jan 10, 2007I've been trying but excel does not seem to recognise x and y
so here it is
2* X = Z
Where 2 is changable
X = Z-2
Now i just want to find what Z is.
Here's an Example
1.3x - z
1.3(x-.06) = z
1.3z - .078 = z
1.3z = z + .78
1.3z-z = .78
.3z = .78
z = .78/.3
z = 2.6
Birthday Calculator
Jan 26, 2009I am hopeless at remembering birthdays tbh - so rather than rely on family to remind me, I decided to make a spreadsheet that shows: D.O.B, current age (in years, months, days), and number of days remaining until next birthday.
Please see attached - I can't figure out why the current age calculation is a month out. e.g 'Sebastian' was born on 16 Nov 2008, which makes him 3 months and 11 days old - but '=TODAY()-C16' yields "00 Years 4 Month(s) 12 Days"
Also, 'Leah' has just her birthday - but now where it is supposed to give 'days until next birthday' it gives an error with the formula: '=DATEDIF(TODAY(),EDATE(C4,(YEAR(NOW())-YEAR(C4))*12),"d")'
Freight Calculator
Nov 16, 2009I'm building a freight calculator and am considering some professional consulting options, but before I do that I wanted to see if I could overcome this one problem. If I can, I think I might be able to complete the calculator myself.
Here's my conundrum:
A potential customer enters "80802" for zip code and "Solomon" for store.
StoreLocation_________ City_______ State_____ Zip______ Distance
Solomon__________ Arapahoe _______CO ____ 80802_____ 270
Garden City_______ Arapahoe_______ CO _____80802_____ 143
The formula (or series of formulas) I'm looking for would then refer to the following hidden sheet and return Arapahoe, CO and a distance of 270 miles from Solomon.
Making A Calculator From Vb.net To Vba
Feb 11, 2008i made a claculator in vb.net, and now i have to make one in vba, what i did was as follows, first ill post the code from last year, then my vba attempt;
View 14 Replies View RelatedProgress Tax Calculator
Jun 19, 2006I'm trying to come up with an efficient formulae or function to calculate tax
The problem I have is that the tax is progressive. As below
the first 20,000 is taxed at 5%
the next 20,000 is taxed at 6%
the next 20,000 is taxed at 7%
the next 20,000 is taxed at 8%
the next 20,000 is taxed at 9%
more than 100,000 is taxed at 10%
I'm trying to do a formula like below
Cell B3 is my taxable amount
Cell B5 =IF(B$3>20000,20000*0.05,B$3*0.05)
Cell B6 =IF(B$3>40000,40000*0.05,(B$3-20000)*0.05)
This gives me a problem in that for 35k say, I end up with a negative number for the second part in cell B6. My other issue is that each calculation will take up 6 rows on my
spreadsheet. I was hoping to set up a function that could do this in a cell, but even the simple stage defeats me at the moment.
Timesheet Calculator
Dec 18, 2008See workbook attached.
I'm looking for help to detemine rates so it automates in the sheet.
Can you give me assistance and code perhaps ? I'm pretty basic at V-Lookup and If functions. Is this the best route to take ?
All is explained within the workbook.
Best Way To Implement Calculator?
Feb 20, 2014Creating a calculator for employees and possibly customers to use to return values based on information inputted. Created a worksheet but thought there may be another way to enter and return the calculated information that may be more user friendly. New to user forms but thought that would work for the user to enter information. Can information be returned from the worksheet to the user form?
View 2 Replies View RelatedGet Rid Of The Calculator Toolbar
Nov 25, 2006I downloaded the calculator toolbar, and for some reason it doesn't look right, it doesn't resemble a calculator layout at all.
The numbers are skewed, as though the layout is in landscape view instead of portrate. I've tried repeately to delete it from the toolbars menu option, with no success. It's become annoying.
12 Digit Calculator
Feb 20, 2007Is there a way to build a 12 digit calculator in excel?
View 9 Replies View RelatedAbsence Calculator
Jan 30, 2008im trying to put together a system on worksheets that checks 'Absence' in a rolling 12 month period. The 12 month period is any 12 months and not a financial period (eg 25/12/06 -25/12/07).
I have 36 employees and want to have their names in each sheet, calander dates across the top, will mark either a 'S' for sick or 'L' for late ect against the dates if not at work.
Once an absence has been entered, on the sheet somewhere it will show how many days that person has been off (eg, 10th Oct, 16 Nov and 22 Dec would = 3 Days absence).
How do I set up the sheets to work out how many days each person has had off in a rolling 12 month period (so that it does not calculate beyond the 12 months).
I have looked on here to see if there are any programs, formulas which may work but some have lost me in my tracks.