# How To Calculate Future Dates From Start Date On A Monthly Cycle

Sep 16, 2009
I'm trying to combine monthly calculations with "today" and with "workdays"

Example:

start date = 01/01/2009

today's date 09/16/2009

formula result = 10/01/2009 ; or if 10/01/2009 is a Sunday, result = 09/29/2009 (not 02/01/2009, 03/01/2009, etc)

=edate gives me a month but it doesn't skip weekends or calculate beyond today's date

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Sep 11, 2009

I need to determine a formula which will allow me to calculate a future date based upon a current date with varying time periods.

For example:

I have a bill which is paid on the 15th and last business day of each month. I would like to be able to see the next due date regardless of what day of the week it is.

I have a bill which is paid every other Tuesday. I would like to know the next due date without having to enter +14 for every due date in the future. In other words, it is preferable to be able to open the spreadsheet and automatically see the next due date, not use autofill to repeatedly add +14 to a previous date which would limit the # of future due dates that could be calculated.

I have a bill which is paid on the last business day of each month, not the last Friday of each month. I would need excel to return a value for the last day of the month which = Monday-Friday, regardless of what day of the week it may be as long as it isn't Saturday or Sunday(holiday exclusion would be nice but not required).

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Sep 19, 2007

follows in paragraph 5 - but first, background!

I have a specific formula (received courtesy of some clever person here at Ozgrid (thanks!)) which I use to calculate the Future Value of a series of future payments that increase at a fixed annual rate and earn interest at a fixed rate.

Here it is: =Pmt1* SUMPRODUCT((1+Increase_in_payment)^(ROW( OFFSET($A$1,0,0,Term,1))-1),(1+Return_on_investment)^(Term-ROW(OFFSET($A$1,0,0,Term,1))+1))

(Example: $1000 per annum (Pmt1) is invested for 20 years (Term). The interest earned on the $1000 is 10% per annum (Return_on_investment). The $1000 increases by 5% (Increase_in_payment) each year - i.e. 19 increases - answer: $89,632 (rounded))

This formula assumes that the payment is made at the beginning of the period.

Question: I would like to change the formula to use MONTHLY payments made in advance, and interest earned on a monthly basis.

Because I REALLY do not know what the formula does, maybe I could ask for a detailed explanation thereof - maybe even from the person who supplied it to me (I cannot see who did!) - and then I can start fiddling with it myself if answers do not come.

Two previous posts of mine that dealt with somewhat different issues on the same formula are:

Determine Present Value From Future Value

and

[url]

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Nov 15, 2008

First and foremost I would like to congragulate you on this wondeful piece of code in the below link...

The query was to get a future date excluding Fridays and Holidays...

http://www.excelforum.com/excel-work...rkingdays.html

I have a similar query and therefore I pasted this link...

I actually wanted to get a future date using a Dynamic two day off as my the offs keep on changing as well as incorporate Holidays and Leaves if any..

Now Holidays would be official Public Holidays and

Leaves would be taken by the employee..

The code needs to pick the Leaves + Holidays and different offs maybe even more than 2 offs...

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Sep 16, 2009

Sometimes my due dates need to be on the 15th of the month, for which DLL and Donkey gave me: =DATE(YEAR(TODAY()), MONTH(TODAY()) + (DAY(TODAY()) > 15), 15)

This works great except sometimes the 15th is on a Sunday which means I need the result to be the 13th, and sometimes it's on a Saturday which means I need the result to be the 14th. FYI: I am a n00b..

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Nov 9, 2011

I'm trying to calculate a date in the future and subtract one day.

The date entered in N38 is 11/09/11.

The term entered in months in C8 is 24.

I want N39 to return the date 24 months in the future minus one day.

So N39 should dispay 11/08/13

How the heck do I do that?

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Jul 25, 2007

I am trying to create a spreadsheet that will automatically calculate a date in the future.

The future date calculated needs to take the time NOW (as the user completes a field) and determines if this is before MIDNIGHT on the following SUNDAY. If so it calculates the date as a Tuesday 2 weeks on. For example... I request a date now on 1st Jan which is a Thursday. This is before midnight Sunday and so the date calculated would be Tuesday 20th January.

If the time NOW is after MIDNIGHT Sunday and before the next TUESDAY.. ie 0001hrs on the Monday and 2359hrs on the Monday then the date returned should be Tuesday 3 weeks on.. e.g 27th.

It would also need a function that would allow the total number of referrals on a Tuesday to 20 at which point it would overspill and provide a date on the Friday of the same week.. so in the first example it would be Friday 23rd

Is this something that can be achieved with formulas and a set of dates for it to calculate from or do I need to find someone who can do it in VBA for me.

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Aug 25, 2007

I am using the same structure to update another column, under the same sub:

If Target.Column = 5 Then '

Select Case Range("d69").Value

Case "CB1W"

ActiveCell.Value = DateAdd("ww", 1, Now())

Case "CB2W"

ActiveCell.Value = DateAdd("ww", 2, Now())

Case "CB3W"

ActiveCell.Value = DateAdd("d", 21, Now())

Case "CB4W"

ActiveCell.Value = DateAdd("d", 28, Now())

Case "CB5W"

ActiveCell.Value = DateAdd("d", 35, Now())

Case "NI"

ActiveCell.Value = ""

Case Else

ActiveCell.Value = ""

End Select

I would like to apply the code to the whole column but if I change Select Case Range("d69").Value to Select Case Range("d2:1000").Value I get a Type Mismatch Error (13) - (on Case "CB1W" ) - column d cells are data validation drop down boxes that get their value form a named ranged :Lead_Status. The column is also formatted as Text. (I applied the code to d69 because I have data already in the other cells which I don't want altered till I have the code working)

I would also greatly appreciate your advice on how to incorporate the WEEKDAY function to exclude weekends for the DateAdd function.

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Dec 27, 2007

I want to calculate a date that is 28 days in the future. I don't want to exclude any days - However - if the end date falls on a weekend or holiday, I would like to push it out to the next business day.

I currently have the weekends covered, but am stumped on the holidays.

(For weekends, I am using the WEEKDAY function on a hidden sheet, and then the following 3 IF statements:

IF today + 28 = Mon.-Fri., then give me today + 28.

IF today + 28 = Sat., then give me today + 30.

IF today + 28=Sun., then give me today + 29.

I have tried adding an additional IF statement to address a specific holiday - namely, President's Day on 2/18/08, which is a Monday - but it won't add the extra day, because I think my initial IF statement re: Monday being today + 28 is overriding it.

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Jan 30, 2014

I am trying to create a document that takes our client PO amounts, tactics/spend line items, and dates from one sheet and averages them across the months that it is eligible, so we can know the total amount of money we can expect to go out from our clients each month.

For example:

Client1 Tactic1 StartDate EndDate TotalAmount

Client1 Tactic2 StartDate EndDate TotalAmount

Client1 Tactic3 StartDate EndDate TotalAmount

Client2 Tactic1 StartDate EndDate TotalAmount

Client2 Tactic2 StartDate EndDate TotalAmount

I have mostly figured this out in a really complicated way with many nested if statements, but there HAS to be a simpler way. There will be lots of hands in this document, so I would like to make it as simple and easy as possible.

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Dec 13, 2013

test.xlsx

I need to calculate the time elapsed between start and finish dates. I've figured the TODAY function, as explained here but I'm referring solely to dates in cells. How to?

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Mar 9, 2014

I'm trying to workout how to take a known initial date a repeating frequency and work out the next due date from today.

Example

Initial Date :- 1st of January 2014

Frequency :- every 5 weeks

Current Date :- 9th of March 2014

Next Due date should be :-12th of March 2014 (if I worked it out correctly from my paper calendar)

I want to use a cell formula to do this for different initial dates and varying frequency periods (the frequency will always be whole weeks i.e. 1,2,3,4,5,6,7,8,8,10)

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May 5, 2009

Work shifts run on a four-week, 28-day cycle always beginning on a Monday.

In 2009, the first such cycle began on Monday 12/1/09.

In my 2003 worksheet, I have the current year in A1. I want the date of the beginning of the first cycle in that year to appear in B1. This should update automatically when the year in A1 is updated.

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May 7, 2014

I needs a formula (not VBA) to calculate the required start date.

I have to do a job of 14 working hours and this job must be finished on 05-may-2014 13:00

My working week is from monday u/i friday and every day I work from 08:00-16:00

At what time do I have to start the job to get it done in time.

The formula should give this result: 01-may-2014 15:00

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Jan 30, 2013

I'm looking for a function that calculates a fee deduction based on the 28th of each month.

I'm paying back £200 on 28th of every month starting 28th Feb and was hoping that a formula could keep track of this...

A

B

C

D

1

£1,300.00

=TODAY ()

2

-£200.00

28/02/13

FUNCTION

How to do it but basically I'm trying to put a formula in D2 as follows:

If Today's date (C1) equals C2 I need B1 to reduce by the amount in B2

How to continue it calculating reductions per month by duplicating the formula...

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Jun 26, 2007

Take a look at the attachment file. Those highlighted in yellow are entered by the user. What is the formula to calculate the End date in (A6) after the user has entered the start date (A2) & the number of weeks (A4)?

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Dec 25, 2013

I need a formula to calculate a date 6 months forward from the start date. However, in the calculated 6th month, I need it to the day before the start date.

ie: start date: 26/12/13 -- End date: 25/06/14

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May 2, 2013

if I've worked in the company for 9.0384 years, how can I calculate that my start day was 04/20/04?

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Jun 11, 2009

As everyone realizes that WORKDAY function can return a working date that exclude weekends and any dates identified as holidays. However, what if I want to return a working date excluding my designated holidays but including weekends?

For example,

Holidays are 1 Jun 2009, 2 Jun 2009 and 4 Jun 2009

Start Date: ???

Finish Date: 8 Jun 2009

Duration: 5 days

The Start Date should be 30 May 2009.

Seems like I am not able to use WORKDAY function to calculate the start date.

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Mar 13, 2014

I have a small project at work where I am being asked to put a simple spread sheet that will calculate a start/stop time - and also include the date. For example:

Start time 5pm, date: 3/13. The spread sheet to auto calculate what the stop time and date will be if a specific amount of hours is to be calculated. For example in this case, 12 hours. From calculating in my head that would be 5am the following day. However, how can I get this in excel to work and therefore all i would have to do is enter the start time and date, + 12 hrs, and excel would calculate the time/date after the additional 12 hrs.

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May 15, 2009

I am working on a sheet that will allow a user to enter a start month (from a pre-defigned drop down list) and an end month (again from ddl). What I need to calculate is in what months the employee worked in so I can calculate their salary cost by quarter.

It can populate other cells in order to do the calculation if needed. So, for example if an employee started in May, and worked until December, I need to calculate that he worked 2 months in Q1, 3 months in Q2, 3 months in Q3, and 0 months in Q4. Our fiscal year is April to March.. ;-) I have thought of several options, but none of them have worked 100%.

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Nov 21, 2007

I want to create a formula that will do the following Each worker is entitled to 21 days holiday per year this will run from 8 Jan 08 to 7 Jan 09. But if a worker starts say 15 Apr 08 he would be entitled to less than 21 days. I would just like to be able to put his start date in a cell and then automatically generate how many days holiday he would be entitled to from 15 Apr to 7 Jan.

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Jan 21, 2014

I have a table where I assigned Months (Jan-Dec), Current Month YTD (e.g. Nov YTD) and Dec YTD in the column field. Company Name and Year in rows.

For a particular company for example, Co.AAA. The Start Date is Oct 1, 2009 and the contract will end on Sep 30, 2014.

If my current reporting month is Nov 2013, From the table, I need to get the sum up the data that correspond from this dates inclusive in start and end date of Co.AAA.

Inclusive Dates are:

Dec YTD 2013

Dec YTD 2012

Dec YTD 2011

Dec YTD 2010

Dec 2009

Nov 2009

Oct 2009

If this is not possible, what other solution I can use to get the correct number?

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Jul 6, 2007

I have been trying to search for either a function or VBA that will perform the following:

If I enter I want all months >=1/1/07 and <=3/31/07 it would tell me that the months in between are January, February and March and so on with all dates.

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Feb 28, 2013

I can calculate total hours when a user enters a start date/time and a finish date/time. The kick is I only want to include hours from 2:00 PM to 12:00 AM (10 hour period). So assuming all the start and end times will be in this range, how can i calculate work hours over multiple days? For example: Start date/time = 2/26/13 2:30 PM and end date/time = 2/28/13 10:30 PM. I want my calculated hours to show 28 hours.

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Feb 8, 2013

I need the VBA/UDF to produce a column of dates between a start date and end date, excluding Sundays.

I can see lots, excluding weekends, but very little for just Sundays.

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Mar 6, 2013

I have an excel sheet where I would like a user to enter a start date and end date(say Feb 1, 2013 to Feb 28,2013). And these dates will be able to change to whatever month the user wishes to look up in a specific date range(column A has 365+ dates). This post is closely related to [URL]... but I cannot figure out how to get it to work from my case.

So working off the same worksheet, I have the beginning date in AC35 and the end date in AC36 in which the user enters. I would like the dates that fall in this entire month, including the beginning and ending dates to be referenced when looking for the specific day that contains a value I have in S35.

In other words, I have data in columns A through N. The dates are in column A and S35 is a value obtained from using Max(L185:L526) where L185:L185 is manually selected each time I want a different month. I don't want this to be a manual process of scrolling down the spreadsheet to get the next month.

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Nov 22, 2013

I want to calculate the end date of my German courses. This is how it works:

A course consists of 60 LU*. The course can occur i. e. three times a week: Monday, Wednesday and Friday. In each day the course lasts 2 LU, which means 6 LU each week. There is no course on Tuesday, Thursday, Saturday, Sunday and on holidays. Therefore this type of course that begins on 18-Nov-2013 will end on 03-Feb-2014.

Another course which occurs Tuesday, Thursday and Saturday, and respectively has 2 LU on Tuesday, 2 LU on Thursday and 3 LU on Saturday and starts on 03-Dec-2013 will end on 06-Feb-2014.

Therefore I want to create a worksheet where I set the start date, choose the days and respectively the LU amount on those days. The end date shall be calculated according to these criteria.

The workday function on excel cannot do this and I do not have any programming skills to work with VBA.

Legend:

*LU = lesson units; 1 LU is 45 minutes

Holidays:

28-Nov-13

29-Nov-13

08-Dec-13

09-Dec-13

25-Dec-13

31-Dec-13

01-Jan-14

[Code] ...........

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Sep 24, 2007

how to calculate in data serie cyles the:

- Mean Amplitude

- The Time (minutes) cycle between Maximum and Minimum cycle values (If the Cycle value X Amplitude)

- Cycle Mean Time.

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Feb 19, 2008

I have a data set that contains a repeating cycle. I want excel to find the first and second occurrence of the data crossing the zero axis and then report the time between the zero crossings. The data is not purely in ascending or descending order and often just changes from positive to negative or negative to positive without hitting the actual 0 point.

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