# How To Calculate Max Profit Per Quarter

Nov 28, 2008
Formula to get the Quarter number for the highest profit per Product, like in B16:F16.

The excersiser instracted us that it must be with one formula with no Macro, not User Defined Function and not openning additional colums.

I know how to find the qtr. Number - like for A2: =INT((MONTH(A2)+2)/3) but I am lost in finding how to combine the calculation for the Qtr and the most profitable Qtr. probably with MAX on SUM.

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Jul 20, 2007

I have a trading system spreadsheet that I am at a loss as to how to calculate the profit and loss.

I was unable to attach a sample of the spreadsheet. I hope this explanation works. If not, I could email it.

Where:

Market position is either 1 or -1

Entry price is the price where the position is reversed.

For example:

H3=1 and I3=100.56, then

H4=-1 and I4=100.88, then

H5=1 and I5=100.53

I need to calculate the profit as follows:

I4 - I3 (because market position of 1 expects the price to go up) and then,

I4 - I5 (because market position of -1 expects the price to go down)

I want to calculate this as a running total to the bottom of the column.

This is the formula I was working with, but it doesn't work:

=IF(OR($J4="",ISERROR(MATCH(-$J4,$J4:$J$55,0)),),"",$J4*(OFFSET($K4,MATCH (-$J4,$J4:$J$55,0)-1,)-$K4))

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May 21, 2007

I have attached a chart I'm working on. Each item is assigned a part number and it automatically takes away from the inventory each time an item is sold. I was wondering if the bottom half could work with the top to determine profit.

Example:

Customer purchases Part # 3 (C15) Quantity 1 (D15) for $450 (E15). Is there any way to set it up so whatever part number they enter...it subtracts their sold price from the cost (C5 through C11) to show the profit in (F15).

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Feb 1, 2009

I had a member make the MACRO in the attached spreadsheet some time ago, when i run it on the spreadsheet a runtime mismatch error occurs. I cant find the mismatch.

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Jan 25, 2005

I have a price sheet for my store in Excel. I want to make the spreadsheet easy for my sales people to use to calculate differing profit levels. I'd like to embed a drop down box at the top (I can do that part) that they can select, say, 10%...20%...30% markup. I know how to do that basic formula. I don't understand how to link that formula to a number selected in a drop down box. I don't know how to make the prices change based on the value selected in the drop down box. I can't do vlookup because it's about 1500 lines long. Also, it doesn't have to be drop down box based--that's just the idea in my head. I tried just making a macro that would run when they hit the button, but when the macro runs it switches the focus back to the top, very annoying if you were looking at prices on cell D811.

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Aug 19, 2007

I was given the formula below to calculate the quarter to date number. The months from 1/1/05 thru 12/31/07 are in cells C3-AL3.

First - can anyone explain the formula so I may understand it and possibly modify it for other uses

Second - wherever the formula has 3:3 and I copy it to the next cell below it, I have to change the 4:4 to a 3:3 - any suggestions on how to do this easily.

By the way, the formulas are in column AO, staring on row 4.

=SUM(OFFSET(A3,1,MATCH(DATE(YEAR(Date!$C$6),INT((MONTH(Date!$C$6)+2)/3)*3-2,1),3:3,0)-1,1,MATCH(Date!$C$6,3:3,0)-MATCH(DATE(YEAR(Date!$C$6),INT((MONTH(Date!$C$6)+2)/3)*3-2,1),3:3,0)+1))

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Jun 15, 2014

I'm trying to design a Profit and Loss template that calculates off an accounting software data dump. I will attempt to explain the problem here but I have included a summary in the linked workbook which would be easier.

DOWNLOAD WORKBOOK: [URL]

I have two problems:

The Formula: Basically, I need to calculate every cell in the Profit and Loss statement based on the below criteria: The Profit and Loss item accounts, e.g. Gross Income has 6 accounts. There is a reference table for these - so incorporate index match/vlookup? User selected data from 4 combo boxes.

I am thinking a SUMIFS formula (using the combo box values) and somehow combining a vlookup to pull the items accounts. I'm starting to think that VBA is the best method?

Tweaking: The attached workbook is a small example. The full data dump contains 60,000 rows.

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Sep 12, 2013

I need to develope a macro for Excel to calculate desired profit margin depending on our cost of each item. Here's the scenario.

A1: landing cost

If 0

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Jul 27, 2013

I need to calculate the number of quarters difference between two quarter and year values. So I have The following:

Begin Quarter

Begin Year

End Quarter

End Year

3

2005

2

2011

4

2008

2

2013

So I need calculate how many quarters have passed since the begin quarter and the end quarter.

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Jun 23, 2010

Is there an excel formula that can calculate a proposed selling price by entering a desired profit margin percentage and knowing the cost of goods sold?

I know that gross profit is calcualted by subtracting the cost of goods sold from the selling price and that the gross profit margin is calculated by dividing gross profit by the selling price..but not coming up with a way to back out a selling price by just knowing the cost of goods sold and entering a desire gross profit margin?

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Oct 30, 2009

I'm trying to figure out how to identify higher earnings in a quarter and return the max of the quarter of time frame and not the value

I'm simplifying a little ...

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Oct 7, 2013

How would you calculate the amount of days of a billing period for a consulting engagement by quarter when the engagement could span multiple quarters, be within a quarter or not be in a quarter at all? Project based billing

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Apr 21, 2009

In cell "C4" how would I write the formula to calcuate my precentage profit based on the given cost and sell pricing.

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Feb 11, 2007

I have a workbook that contains several worksheets. The 2 important sheets are Imports and Sales.

In reading the MS KB, the help screens and this forum, I found a way to create a pivot table from 2 sheets using Data>Pivot Table>Multiple Consolidation Ranges. While that PT will provide a basic inventory and profit picture, it only allows 4 selects.

When these products are imported there are several SKU's. What gums up the works is there are several vendors for the same SKU's. Each vendor has a different price. The selling price is constant so the profit made on each particular item varies.

I would like to be able to keep track of inventory by vendor as well as profit by vendor.

Using the Consolidation PT does not seem to work.

I also tried making one sheet to hold all the data. i.e. data showing imports and sales. However, each entry is driven by the date. So while item A was received on 1/1/07, it was not sold until 1/2/07. The necessary columns for imports are filled in while the columns for sales remain blank until it is their row entry indicating a particular sale. At which point all the columns regarding Imports are blank. I swear, looking at the data sheet with all those blanks (actually0's) is like looking at a mouth full of broken teeth. The resulting PT is also not attractive.

I can not imagine I am the first person to have this problem. How do others handle figuring inventory and profits when you have two sheets. Are Pivot Tables the wrong solution? What would be better?

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Oct 17, 2013

This is the Case:

I Produce something with a €2000 cost price. this is variable.

I Sell it for lets say € 2500,- to someone this is also a variable.

That's makes a Profit of € 500,- on the sale. This is 125% revenue

Until here, no problem using a spreadsheet. but now the difficult part.

I have to split of the 25% margin over 2 persons. This has to be done as follow:

a. The first slice is 2,25 for Mr A

b. The second slice is 15,00 for MR B

c. The Third Slice is 2,75 for mr A

This divides 20 of the 25 % over 2 persons. Still 5% margin remains

The last 5 is devided as follow:

d. 85% for MR A

e. 15% for MR B

So in this case:

MR A receives: a:€45 + c:€55+ d:€85 = €185,-

MR B receives: b:€250 + e:€15 = €265,-

The tricky part is when the margin is less than 20%.

for example; If the margin is 14%. than only slice a. and a part of slice b. an be paid off. so in that case;

MR A receives: a:€45 + c:€0+ d:€0 = €45,-

MR B receives: b:€230 + e:€0 = €230,-

Any formula which calculates the revenue for MR A and B automatically based on only the cost and selling price.

A B

1 Cost price - €2000

2 Selling Price - €2500

3 MR A - €185,-

4 MR B -€265,-

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Jun 26, 2012

I'm using a spread sheet to determine what I should charge customers. I want to make at least $300 profit on every job. If my profit is not at least $300 then I must up my price until profit reaches $300. Currently I'm manually adding a percentage (Factor) to the original price until I reach $300 profit. In the image below:

A is the original price

B is the factor by which I multiply the original price to increase it

C is the new figure which is reached after multiplying (1+B2)*A2

D is the costs related to that job (I enter these manually on a separate sheet within the workbook)

E if the profit (C-D)

I use a factor in B because when I increase the price, then I have to increase several parts of the job by the same percentage so I multiply each part by this factor to increase the price of each by the same percentage.

Now what I would like to do is if E2.

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Dec 18, 2012

How do I come up with a price that will make my profit and my customers savings equal.

Example:

Retail price $178.99

My cost $113.46

If I charge $142.23 then my profit is $28.76

Customer pays $142.23 plus $8.00 shipping ($150.23)

$178.99 Retail minus $150.23 = $28.76 savings

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Dec 1, 2008

I need to work out the profit margin from goods i sell.

I have cost A2

Pack size A3

Net cost A4

Tax A5

Gross price A6

I need to work out the margin between A5 and A6.

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Mar 6, 2013

I have multiple departments I need to keep track of multiple numbers with. For example, I need to see the cost of payroll for last fiscal year, vs this fiscal year and have excel show that as a gain (bad) or shrink (good).

I need to track sales this FY vs last FY, obviously, a gain is good and shrink is bad.

Finally, I need to track d&d goods this FY vs last FY.

Where I'm getting held up is, for example last year's payroll was 12000 and this year's is 12500 but next months is 11000 this FY vs 13000. How do I get excel to figure out that payroll decreasing is good and not just do simple subtraction or negative addition thereby allowing me to just plug the numbers in and excel figure out if what I'm throwing at the cell is bad or good comparing to last year?

Also, if I could figure out the if/then to show positive numbers green and negative numbers red that would be quite awesome too.

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Dec 14, 2012

In my spreadsheet, I have data for each sale in each row. Column C is the buy price, and column D is the sell price. I need column C to be subtracted from column D to get the profit into column E so that I can AutoSUM any cells in column E for total profit over any time period. The problem I'm having is that in columns C and D, I have either a dollar sign in front, or the letter m following without a space (ie $45.00 or 150m). Many cells in column C also contain another word following the buy price, and many cells in column D have a date following the sell price (ie $32.00 12/11 or 42m buyout).

Examples of how my spreadsheet looks:

A1: 12/13/12 B1: Item #1 C1: 100m D1: 152m

A2: 12/14/12 B2: Item #2 C2: $20.00 D2: $35.00

A3: 12/15/12 B3: Item #3 C3: 90m bid D3: 120m 12/16

So looking at my example above, I would need cell E1 to automatically show "52m", cell E2 "$15.00", and cell E3 "30m"

How I can get a formula for all of column E that will give me my profit for both $ and "m" for each item (row). I have tried the SUM function but just keep getting the #VALUE! error, it does not ignore the text like many people say it should.

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Oct 25, 2008

How to compute the realised Profit or Loss for each of the shares transacted for the year ended 31 December 2008 based on average cost of each share.

using AVERAGEIF, if appropriate. [Pls refer to the attachment.]

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Nov 29, 2012

I am looking for a formula which will calculate a sell price with 20% profit after taxes and costs. I need it to factor in a fixed shipping cost (eg £10), a 7.5% Amazon fee of the sell price, then 20% tax of the sell price. I currently have a formula which essentially does this but as I'm not good with Excel it requires me to input all the values every time which is not practical considering our large inventory.

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Apr 18, 2007

Im setting up a fixed hedging simulation using excel and want to use solver to obtain a maximum profit. I have taken historical stock prices and then predicted future prices using the random walk process. To create the hedge I am using european calls and puts in both long and short positions. The simulation has been set up so that the options are being brought/sold when the historical data ends and then sold/payed when the predicted data finishes.

I am letting solver change the values of the strike of each of the options and also the amount purchased/sold for each of the options too! My constraints are that all the strike prices have to be >= 0, all the amounts of each particular option has to be >= 0 and that profit has to be >= 0. It is worth noting that as well as the values already mentioned, d1 and d2 values are also being calculated on the sheet which are then used to calculate the value of the options being used (using Black-Scholes model), this value is then given a realistic spread value and then 3% is added on as the brokers fee. All of the values mentioned are being taken into consideration when caluclating profit.

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Feb 18, 2010

Need function to calculate the end of quarter for a given date after adding any number of months to that date. Example cell A1 would contain 01/15/2010. I want to add 6 months to A1. A2 would contain 6 making it 07/15/2010, B1 would contain a function that would display 09/30/2010.

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Feb 3, 2014

I don't want to appear too expensive or give my products away. If I have a part that costs me £20.00 plus vat i.e £24.00. I have to include carriage £5.00 plus vat i.e £6.00. Ebay fees for car parts including PayPal is 10%. How much would I charge to retain 20% percent after all fees and charges and what formula would I use to make the calculator.

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Mar 13, 2014

What I want to be able to do is,,press the Q key and either Q1, Q2, Q3 or Q4 based on certain parameters appear in that cell.

In column A of my spreadsheet heading 'Quarter', I want to be able to specify which quarter of the year a request was made,,so when I press Q

> if the date is within 01/01/14 and 31/01/14 'Q1' will appear

> if the date is within 01/04/14 and 30/06/14 'Q2' will appear etc,,I'm sure you can workout Q3 and Q4,,

Ive named a cell A1 'TODAY' for reference it has the formula =TODAY() in it and shows whatever the date,,

I have looked at the DATE commands available but I don't think any could do what I need, that's why I was thinking I needed a piece of VB code,,

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Aug 19, 2014

I have data like this.

HRM2014Q1

HRM2015Q1

HRM2015Q2

HRM2015Q2

HRM2015Q3

HRM2015Q3

HRM2015Q1

HRM2015Q1

HRM2015Q2

HRM2015Q2

HRM2015Q3

HRM2015Q3

CRM2014Q1

CRM2013Q1

CRM2015Q1

CRM2015Q1

CRM2017Q1

CRM2017Q1

CRM2017Q2

CRM2017Q2

CRM2017Q3

CRM2017Q3

In another sheet I have "Project " , " Start " "End" . I need to find the start and end quarter and fill in. The output should be "

HR 2014/Q1 2015/Q3

crm 2013/Q1 2017/Q3

ATTACHING A FILE-

In sheet- raw data - i need to search on ID- and in "Test.xlsxData" i need to fill in the start and the end date- as shown in Data sheet.

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Dec 17, 2008

I have a date say 31/7/2008 and I need to return the relevant Quarter.

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Sep 14, 2007

In cell A1 I have a date entered as text as "Apr 2007". (That's the way my tool pulls it. Format can be changed if it helps)

I was able to pull the Quarter and year (Q2 2007) using...

A2 ="Q" & ROUNDUP(MONTH(A1)/3,0)&" "&YEAR(A1)

I need to pull the next three quarters and their year. (Q3 2007, Q4 2007, Q1 2008)

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Feb 20, 2007

I have been easily identifying the bottom quarter of data using =IF(G2="","",IF(RANK(G2,G$2:G$100,1)<=INT( COUNTA(G$2:G$100)/4),"Yes","")) Now I need the top quarter and am not sure how to change the formula.

I have tried changing <= to >= but I then get the top 75% rather than 25%.

I have tried adding +50% and +.5 ... =IF(G2="","",IF(RANK(G2,G$2:G$100,1)<=INT((COUNTA(G$2:G$100)/4+50%)),"Yes",""))

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