# Formula To Sum Sales Over 12 Month Period Not Based On Calendar Year

Mar 27, 2014

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.

## Calendar From Formula :: Nth Day Of Week For A Month And Year

Oct 12, 2008

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....

## Create Year To Date Sales Comparing 4 Years Month By Month?

Dec 25, 2013

Need 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.

## Auto Populate Calendar Days Based On Month / Year And Auto Insert Work Based On Dates / Name

Jul 31, 2013

I am trying to auto generate a calendar based on two drop down menus - Month and Year.

Once the month and year is selected I want to import all work orders onto the calendar based first on the "Labor Name" found in the list of work tab, then assign each work order for that labor name to the respective date on the calendar for the month.

August PM Schedule Demo.xlsx

## Finding Current Month Total Sales Using Current Month To Date Sales In Formula / Macro?

Aug 20, 2013

Basically, I'm doing a recorded macro for work where I take an export and manipulate the data to show differences between sales from last year and this year. Also comparing this months projected sales to avg of last 6 months and also against last years this month.

The problem I'm running into is in automating the this month sales for mid-month exports. I can do it individually but I can't find a formula that will do it. Data is in one cell per month, so ex. 130 sales this month so far. I need to have it convert that to projected sales for total month based on what day it currently is.

## Financial Model (formula To Equally Distribute Revenue Either Over The Next 1 Month, 2 Month Or 3 Month Period Depending On Size Of The Deal)

Dec 23, 2008

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 ...

## Changing Formula To Count Based On Year And Not Month?

Apr 15, 2014

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),"

## Formula To Count Weekday Occurrence Based On Month And Year

May 3, 2007

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.

## Change Year But Keep Month The Same Based On Current Year

Mar 8, 2014

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

## Amortization Schedule: Auto Update Based On Loan Period & Number Of Payments Per Year

Apr 30, 2009

I have uploaded a sample amortization schedule.

1. I require the table to adjust itself based on the loan period and number of payments per year entered in D14 and D15 respectively.

2. Also, if a value is entered in column E, then i require the whole table to update as well.

## Count Period Based On Financial Month

Aug 21, 2012

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.

## SUM A Range Of Sales Based On Month

May 6, 2006

I am trying to add a specific range of data
Column A include a code
Column B-X include actual data
Culumn X- AI include budget figures.
Also in cell A1i have the number of the month

For example the month is 3 (March)
I want in AK to create a SUMIF where the formula will sum columnsX+Y+Z
If month goes 4 then should calculate
X+Y+Z+AA
and so on

## Formula To Distinguish Month Year From Prior Month Years

Feb 13, 2010

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.

## SUMIF Month & Year: Find Total Cost By Month Only For Year 2009

Dec 17, 2009

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?

## Using Rolling 12 Month Sales And Minimum Monthly Sales?

Oct 17, 2013

I have a sales level that I need to track...My rolling 12 months' sales must be \$85,000 and my currently monthly sales must be \$7,000. I have a sheet that tracks the \$85,000 and tells me what I need to achieve that, but I haven't figured out how to include the \$7,000 monthly minimum....

The chart below is what I have. So for example, this month it's telling me I only need to sell another 3016.46 to hit the \$85,000 rolling 12, but I actually need to hit \$4821.79 to meet the \$7k minimum.

Actual Rolling 12 Goal
Sep 2012 5,367.24 73,663.30
Oct 2012 5,649.93 69,496.28
Nov 2012 14,163.38 73,451.30 [code]....

## Formula Year Month To Last Day Of Month, Month And Year

Jan 29, 2010

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 ..

## YTD And Period Sales Report

Feb 2, 2008

I have an Access DB that I query with excel and I pull two years worth of sales data. I have tried using a pivot table report to display the following data, but I can't figure out how to display the data in the following format.

The pivot table will give period and YTD but the totals for YTD are not cumulative for the year up to that period (it seems to total the period only).

For the current Year- period (month) and YTD (only up to the period displayed).

For the last year- period and YTD (only up to the period displayed).

The fields I query are Customer, City, Product, Salesperson, Period(month), Year and Sales

I have tried putting the queried data on one sheet and then using formulas on another but I am not having any luck.

I would also like to be able to select which period I am viewing but this is secondary.

I can upload an example if necessary.

## Return Month Based On Day Of The Year?

Mar 27, 2014

I have a sheet with the following values:

280315 085B 10:24 2R

The '085' is the 85th day of the year. I would like a formula that reads that part of the data, and return the month that day is in, in the "jan", "feb", "mar", etc. format.

## Sum Report Based On Month & Year

Sep 5, 2007

I would like to calculate the sum of investments based on their expiry date and have the totals per month (and year). I have a table that looks like:

TermInterest rateMaturityBalance
24 Months7.12%11 November 200740,000.00
12 Months7.74%13 November 200750,000.00
24 Months7.05%10 January 200853,889.12
12 Months7.85%11 January 2008120,000.00
12 Months8.02%22 March 200817,000.00
36 Months6.68%30 June 200832,000.00

I'd like to have something like:

Nov 07 90,000.00
Dec 07 0.00
Jan 08 173889.12
and so on...

Admittedly I am an Excel novice, so excuse me if my question is dumb and has a simple answer (actually I hope it has :-) but I have tried to find a solution by searching forums, my books, online help, I tried my luck with sumif and SUMPRODUCT functions, even used the conditional sum wizard, but I can't get it right

## Formula: Day Into Month+year

Oct 22, 2008

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

## Calculate Year To Date Based On Known Month

Dec 6, 2009

I want to calculate Year To Data in B1 based on some data in C1 to N1. The monthnumber is located in cell A1.

There is of course several ways to do this, but is there a simple and easy formula one can use.

## Return A Date Based On Year / Month

Jan 21, 2009

formula off here i use all the time relating to finding and sumproducts for specific months and years i.e.

Jan 2008, Dec 2007.. depending on these dates excel searched through a specified range and returned me any values i wanted like No. of occurences, totals, sums etc etc it was a sumproduct formula...

is there any way i could specifiy a date i.e. Jan 2009, which would search column a and return the date /and/or an account number in column b, only if the date was during jan 2009?

The reason i want this is to use a lookup on the account numbers to return specific items of info, but i only need the account numbers if they occurred in specific months which i want to choose.

## Finding Average Based On Month And Year

Aug 4, 2009

I have 5 years of data in 2 columns:

Col A. Col B.
8/2/2004 Value 1
to
7/31/2009 Value n

I have a table set up as follows

1 2 3 4 5 6 7 8 9 10 11 12
2004
2005
2006
2007
2008
2009

I was wondering how I could construct a conditional statement to pull the associated values with the given month and year in the table...

I tried the following to no avail... I'm just getting a zero value:

=AVERAGE(IF(MONTH(J6:J1255)=AC\$35,IF(YEAR(J6:J1255)=\$AB37,K6:K1255)))

## Sum Column Based On Other Columns Year & Month

Feb 21, 2008

I have the following variables in these columns

Column 1: Ship (1064, 1065, 1066 as the field contents)
Column 12: Date (21-Feb-08 as format)
Column 13: Weld Length (1000 as format)
Column 15: Defect Length (1000 as format)

What I need doing is the following is in a single cell per month add up what the total weld length is as well as the defect length as I have Jan 08, Feb 08 etc on another sheet where these values will be returned.

There is a seperate sheet for each Ship so would like a formula that I could ammend 1064 to 1065 etc

## How To Sum Interest During Calendar Period

Oct 13, 2011

How can I find the total of interest (or and expense) during a given calendar range

Data is as follows

Date Type Amount
4/1/11 Interest 4.00
4/15/11 charge 22.00
5/1/11 interest 3.00

I want a cell to compute the interest in april only.

I have tried =sumif(range, end date, amount_range)- sumif(range, beg date, amount_range)

but how do I nest the type argument into the argument

Possible approaches advanced filter? and function? add another column that uses an if statement to do interest only and do the sumif statement above I was hoping to have a drop down box that could have interest, COGS, beside it and april, may, june above it

## Formula For Month End Date That Changes Each Year

Jun 5, 2014

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.

## Formula To Sum By Month And Financial Year

Jun 28, 2014

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.

## Total Liters Sold Per Month In 24 Month Period

Aug 14, 2012

I have a range of dates in c1:c285. I have a range of liters sold on those days in e1:e285. I want to total the liters sold per month for the 2 year period.

I was trying to use =SUM(IF(MONTH(c1:c285)=1,e1:e18,0))

However this just returns a "value" comment. I think even if this worked it would add the months together for the 2 years so both June figures would be returned as one figure.

## How To Get Only Month Year If There Is DATE - MONTH - YEAR In A Cell

Aug 20, 2013

How to get only MONTH' YEAR if there is a DATE-MONTH-YEAR in a cell?

A1: 27-July-2012

Pl note "' " is suffixed after JULY (the month).

## Change The Cell Focus Based On Month And Year

Jan 22, 2010

I have a worksheet called "zz_Exchange" that contains the exchange rate for my company for each month of the financial year. I am using this info in a summary page that uses the data for multiple calculations in the workbook.As we pass each month I would like to move the focus of a cell in the summary sheet to the relevant month in "zz_Exchange"

The column names are "currency_code" (USA Euro etc),
"currency_year" (09, 10)
"period" (1-12)
"exchange_rate" (this is where the data is held)