I 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.
I m trying to write a formula for my financial model. If anyone can take a stab at a solution. I'm trying to write a formula that will equally distribute revenue either over the next 1 month, 2 month or 3 month period depending on size of the deal.
Details:
Sales will fit in 1 of 3 categories. Less than 25k; between 25k & 100k; greater than 100k.
- if under $25K, recognize in next month (month N+ 1)
- $25K-100K, recognize in two equal parts in months N + 1 and N + 2
- over $100K, recognize in three equal parts over 3 months
N + 1, N + 2, N + 3 ...
This is for a report and on "Summary Worksheet" I want to post "Current Payment" totals IF the invoices from "Tab 3" equal the "month" in G6. Say the report is for January - if there are invoices on Tab 3 -worksheet with a January date I want to post all invoice amounts on Summary worksheet under current payment.
View 4 Replies View RelatedFinancial 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 RelatedI 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 RelatedI 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)
I'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.
In attached sheet, I am trying to find total cost by month only for year 2009. Currently formula I have in Cell c24, is {=SUM(IF(MONTH(B2:B9)=1,D2:D9,0))} But this calculates for all years, not just 2009. How do I modify above formula, so for each month, it shows total cost but only for 2009?
View 2 Replies View RelatedHow 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.
I'm after a formula this time ... i've searched the board and can't find what i need.
a cell shows 2009 December
and i'd like a formula to covert this to 31st December 2009 .... i.e. for any cell i'd like to know last day of month... and month and year ..
I 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.
I 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)?
i need to put a date into a month +year
like this:
1/06/2008jun/08
i did this with a format date.
After that i tried to copy/paste special values. So i can make i pivot table on the jun/08. But the problem is he still see it like a date.
MaandTotal
jun/081jun/0810
he sees that 1/6/2008 is not the same as 2/6/2008
that is why i got 2 lines of jun
but i just want one and that he counts all the junes together
If 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?
Excel 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.
I have a sheet where the columns have the month end date for each date, ex January 31,2014 February 28, 2014, March 31, 2014 etc. These dates are used in another formula to compare to the current date and if the current date is past the result is different from when if the date is in the future.
I would like a formula that would update the Month end date when we enter a new year. So for example once we get to January 1 2015 my date would change to January 31,2015, February 28, 2015, March 31, 2015. this would note be dependent on the system date but on the date in another cell.
How to get only MONTH' YEAR if there is a DATE-MONTH-YEAR in a cell?
A1: 27-July-2012
Answer D1:JULY' 2012
Pl note "' " is suffixed after JULY (the month).
finding a code that would automatically insert various phrases into a column depending on whether or not the person in that row was due to renew their membership in our organization. The code I received works fantastically, but I've come across one snafu:
View 3 Replies View RelatedSo I use this formula on one of my task sheets to do budgets. Now the problem is we are entering 2014...yet the formula won't go into the next year without some sort of year scan:
Code:
=INDEX('Template Sheet'!$B$1:$S$233,MATCH($A11,'Template Sheet'!$B$1:$B$233,0)+2,LOOKUP(MONTH(DATEVALUE($B$8&" 1")),MONTH('Template Sheet'!$D$1:$S$1),COLUMN('Template Sheet'!$D$1:$S$1))-1)
that is the first formula but I need it to look up the year also and everything I have tried has failed miserably. So basically when it is matching with the month I have a drop down that has Jan-December...but I need it too look to the Feb 2014 not Feb 2013...How can I add the year section?
I am experiencing a big block on this one...I am trying to find the sum for a group of cells in a particular column given that MONTH and YEAR (as stated in two separate columns) match the date that is displayed in, lets say for example, A2. below is a sample of the data I am refering to.
************************************************************************>Microsoft Excel - Investor_Portfolio_TEMPLATE.XLS___Running: xl2002 XP : OS = Windows XP (F)ile (E)dit (V)iew (I)nsert (O)ptions (T)ools (D)ata (W)indow (H)elp (A)boutA12=
ABCDEF1DateAmountYearMonthSumofAmount23/21/05990002005Mar33/21/0599000Apr46/8/0593000May56/9/0599000Jun63/23/0599000Jul73/23/0599000Aug81/4/0699000Sep91/5/0699000Oct101/6/0699000Nov112/1/0699000Dec122/5/06990002006Jan134/5/0699000Feb144/7/0699000Mar155/2/0699000Apr165/8/0699000MaySheet2
[HtmlMaker 2.42] To see the formula in the cells just click on the cells hyperlink or click the Name box
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I'm using this formula from
[url]
Nth Day Of Week For A Month And Year
This formula will return will return the date of Nth day-of-week for a given month and year. For example, it will return 26-March-98 for the 4th Thursday of March, 1998. Days-of-week range from 1 to 7, with Sunday = 1 and Saturday = 7.
=DATE(Yr,Mon,1+((Nth-(DoW>=WEEKDAY(DATE(Yr,Mon,1))))*7)+
(DoW-WEEKDAY(DATE(Yr,Mon,1))))
Where Yr, Mon, Nth, and DoW are cell references or values indicating Year, Month, Nth, and Day-Of-Week.
I would like to be able to change the year and month in A2 and B2 and have the calendar change.
I will be inserting rows between the weeks to return appts, if I can get this part working.
I could make a new tab for each month, but I thought I would give this a try....
I'm using this formula to count how many times the date in column C and the text "WON" appears in column I and it falls within the month & year that is in Z65.
=COUNTIFS(INDEX(C:C,$AL$15):INDEX(C:C,$AL$17),">="&DATE(YEAR(Z65),MONTH(Z65),1),INDEX(C:C,$AL$15):INDEX(C:C,$AL$17),"
I am writing a formula that will sum data for a 12 month period that is not based on a calendar year. For example may have data starting in June 2011 running to date, but not every month. If I set a start date for Year 1, say April 2012, I need to see Year 0 numbers (anything prior to April 2012), Year 1 numbers (April 2012 to March 2013), Year 2 numbers (April 2013 to March 2014), and so on. Date format is currently mmm-yy.
If this could be performed via a macro which references the database (spreadsheet), then even better. The database will contain multiple columns, of which two will contain the date and corresponding number respectively.
I use this formula to count number of entries month wise.
Following example is for Month of Feb.
How can I convert this to count entries for current year ( of course month wise).
I know there's a pretty compley formula out there that counts the occurence of say Fridays in 2009 - does anyone have this? I had it before in a file but ranged valued the results showing the count of each day of the week for each month in a given year.
View 9 Replies View RelatedI have two combo boxes: One for entering the Year, and one for the month. I can produce a message if the user leaves either box blank but I want a message to apear it the user selects a year AND month less than the current year (iYear) and current month (iMonth). I therefore need an AND statement between the two criteria but i dont know how to do it.
'....First Checks the Comboboxes arent blank then below Checks a future month/year secection is chosen
ElseIf YearBox.Value = iYear & iMonthbox < iMonth Then
MsgBox ("You may not enter Data before the current Month")
Else '...... Run main code here
I am working on a budget for myself and want it to have running dates so the first data column will have the current month. I was able to succeed with this using the EOMONTH function followed by EDATE functions in the following cells, I then have these columns filled using a nested VLOOKUP MATCH function pair.
The problem I run into is with the months that extend into the next year, in my data table I have month by month listed started on 01/01/2014 ending 12/01/2014 but as soon as the month is no longer January the last column in my budget cannot find the information needed due to it looking for 2015. so what I would like to know is if there is a way to make the data table change the year to the following year after today is beyond that month, so for example on March 1 2014 both January and February would be changed to 2015.
Attached is an example : Budget Example.xlsx‎
I have dates in my column “A”, for example (A1 cell =22-Mar-1971), (A2 cell=30-Dec-1965). Now my requirement is in B column date and month from A column and year should take current year. Output in B column (B1 cell =22-Mar-2009), (B2 cell=30-Dec-2009)
View 3 Replies View RelatedNeed to create year to date sales comparing 4 years month by month. Stacked chart (Excel 2010) works OK for the first three months but adding the fourth month changes the chart to 4 series with a monthly axis. To put it another way I need a vertical axis of years and a horizontal axis of $$$ with each months sales of each year stacked on its year.
View 10 Replies View RelatedI have created a time sheet in excel (see attached) that will be part of the larger workbook that will be linked with other sheets to auto fill in most fields. I am wondering if there is a way for an user to enter a Month and a Year at the top of the page and that in turn automatically fills in the days of the month by week.
So in attached sheet there are 5 boxes representing 5 weeks in a month. So if we used May 2014 as an example I would like to know if there is a way that once May 2014 is entered in up to top that. Excel fills in the dates in Week #1 with under Thursday showing 1st, under Friday showing 2nd as on for the entire month...
So as the month go by all user has to do is state the month and year and excel fills in the weekly dates for each day in month.
Attached File : Time and Attendance.xlsx‎