Lookups For Financial Statement Formatting
Dec 13, 2012
I 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?
View 2 Replies
ADVERTISEMENT
Jul 4, 2012
Excel 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?
View 1 Replies
View Related
May 5, 2009
Is there "code" for different formatting in a spreadsheet so you can use an IF statement to do something like:
if(A1=blue background,"Yes","No")
or
if(A1=red text,"Yes","No")
etc.?? But replace "blue background" and "red text" with some sort of number code? I want to compile a list of the items that are formatted with certain background colors and/or text colors and then organize only those items into a chart.
View 5 Replies
View Related
Jul 30, 2014
I wish to use a formula to highlight a date based on two criteria in two separate columns;
The first is the Date that will be in Column B.
I want it to highlight the date if : Today() is greater than that date in the cell plus 5 years (or 1824 days)
The second criteria I want is for the date to be only highlighted if the corresponding cell (in column A) does NOT contain the term ("Basic")
I have the formula:
=AND((TODAY()>(B1+1824)),A1=("Basic"))
which highlights the date correctly IF the term in Column A is "Basic" : But I cannot figure out how to insert the NOT statement to make the formula flip around so it only highlights those dates older than the 5 years requirement and NOT contain the "Basic" in column A.
View 2 Replies
View Related
Mar 30, 2009
I have several rows with data in and what I would like would be to total the amount of time "CU" is displayed and if that number is less than say 10 the formatting is applied. I need if possible to be able to do this via the one condition.
View 2 Replies
View Related
Oct 14, 2011
I type this formula and it work only for the first and the last condition, for the other condition it return to me FALSE. i dont now what is wrong,
=IF($C$10=1200,$E$10
View 1 Replies
View Related
Apr 11, 2014
Can you do a IF statement in Conditional Formatting? I need a column to highlight Red if there is a blank in it based on the current time COMPARED to the stated time in another column (on a separate tab)
So if current time is 1:30 PM and the stated (appointment) time on the other sheet is 1:15 PM, and my control field is still blank, I need it to turn Red.
View 1 Replies
View Related
May 31, 2007
I have spent the last 2 hours trying to figure out why this formula will not work. I am guessing it is probably something simple like a "format" issue. Okay here is my formula, and the data it represents.
Column F is The Primary Tool. This cell will have X if it applies, or be blank if it does not. the formula is based on whether or not there is an X in this field. Column D is the Tab Title. This cell can be empty or contain a title. If the cell is Blank, the result should be blank, if the title is the same title as the cell above it, the result should be the next consecutive number. And if D is neither blank nor the same title as above it, it should display 1. Column N is where a numerical value for each title is displayed.
=IF($ F8="X",IF(D8="","",IF(D8=D7,L7,L7+1,(IF(D7="",1),""))))
View 6 Replies
View Related
Nov 18, 2008
I have an area of a spreadsheet that I want to "disappear" when a particular option button is selected. I can make the text go away, but part of that area has cells that are formatted differently than the surrounding cells. I would like to change the cell background color, text color, and border setting. How would the syntax read?
View 5 Replies
View Related
Dec 28, 2007
Set MyRange = Range("A1:AZ9615") ' Range to apply format to
For Each Item In MyRange
Select Case Item.Value
Case "1780", "1800", "1810", "2050", "6170"
Item.Font.ColorIndex = 3
'x = 3
Case Else
x = xlNone
End Select
Item.Rows.Interior.ColorIndex = x
Next Item
I want it to search that range and turn those Numbers in Quotes to Red, which it works fine, but Somtimes those numbers are Imbedded in a string excample "1810-1-DAV". So my Question is When It turns my normal numbers red, how can I get it to turn the STRING RED ALSO?
View 9 Replies
View Related
Apr 25, 2008
I am trying to eliminate the use of formulas for conditional formatting in my code. I heard that the CASE statement might work for this. Below is the code I have but the case does not like the second case statement.
Private Sub Worksheet_Change(ByVal Target As Range)
Dim icolor As Integer
If Not Intersect(Target, Range(("S2:V" & TTRows), ("W2:W" & TTRows))) Is Nothing Then
Select Case Target
Case Is >= 0.8
icolor = 3
Case is >= 0.7 and not >= 0.8
icolor = 6
Case Else
icolor = 0
End Select
Target.Interior.ColorIndex = icolor
End If
End Sub
View 9 Replies
View Related
Mar 24, 2014
Conditional formatting. I have been tasked with creating a simple game for a group training project.
The game consists of users filling in the answers to questions (simple one word text answers). My boss wants to have a master sheet with the correct answers, and a subsequent sheet that will then compare the employee's answer to the master sheet. If the employee's answer is correct, then the output sheet simply displays the correct answer, however, if the employee's answer is wrong, he would like the output to display the correct answer and highlight the cell.
Is there a way to have the output sheet highlight a cell only when the answer on the employee sheet is different from the master sheet? I was thinking along the lines of using an if statement to see if the values of the employee sheet differ from the master sheet, but I do not know how I would then use that result to highlight the cells in the output sheet.
View 1 Replies
View Related
Mar 25, 2014
I created added conditional formatting to the Response Due column, to keep track of when response was due.
I only want the conditional formatting to be applied if the cell next to it is blank.
For example, the last one on my attachment is due 3/26/14 but I have already submitted a response (see column K)
What can I add so that only those dates next to a blank in column K get the conditional formatting?
Sample.jpg
View 2 Replies
View Related
Oct 19, 2005
I have several worksheets in a workbook that has dates of completion of
various training topics. Some of these topics require annual (12 months),
bi-annual (24 month), 6-month, or even 2-month re-training.
What I am trying to accomplish is to automatically shade all cells for dates
that fall within one month of these periodicities based on the computer's
clock when a workbook is opened. Unfortunately different columns have
different periodicities so what I was planning on doing was putting that
monthly number in a cell ("12" in A1000, for example for all Column A
values). When the file is opened, if any of the dates in column A are more
than 11 months from today's date (A1000 minus 1), they are within one month
of needing to be re-trained and I want the cell shading to be a light
yellow.
View 11 Replies
View Related
Dec 11, 2013
I am attempting to add conditional formatting (yellow fill) to cells that are greater than 15% or less than -15%. I've tried the following formula but, it highlights all cells.
=or(b2:b5>15%,b2:b5
View 1 Replies
View Related
Oct 2, 2013
I want to highlight a cell if the text displayed from an IF formula is equal to the cell content.
CELLS BK10:BN10 are merged and have entered into them the following text "SELL"
Cells BJ20:BP20 are merged and contain the following formula which currently results in the cell displaying "SELL"
=IF(BM22<=-0.08,"SELL", IF(AND(BM22>-0.08,BM22 < -0.03),"NO INDICATION", IF(BM22>=-0.03,"HOLD")))
Cell BM22 is a percentage calculation of the differences between two different days of volume for this stock and that formula is: =(BH22/BH25)-1 Cell BM22 currently is calculating the result to be -65.65%
When I set up a CLASSIC Conditional Formatting using a formula (="If($BJ$20=""SELL""") to check the if the text in cells BK10 match the text displayed in cell BJ20 - I get no error messages and no formatting?
I am using Mac Office Excel 2011. I feel like I have tried everything including changing the Number selection type of the cells to TEXT. Nothing seems to works.
View 1 Replies
View Related
Aug 30, 2009
Financial 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 Related
Sep 30, 2007
I 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.
View 14 Replies
View Related
Jun 14, 2013
I 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 Related
May 31, 2009
I 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)
View 9 Replies
View Related
Jan 11, 2010
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.
View 9 Replies
View Related
Jan 18, 2014
I 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
View 1 Replies
View Related
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.
View 11 Replies
View Related
Nov 3, 2009
i 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.
View 12 Replies
View Related
Nov 9, 2006
How 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.
View 5 Replies
View Related
Mar 14, 2008
In 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 Related
Nov 19, 2009
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?
View 3 Replies
View Related
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.
View 3 Replies
View Related
Apr 16, 2009
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.
View 9 Replies
View Related
Jul 5, 2006
I'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 Related
