Macro To Reduce Lengthy Financial Data...?
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).
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Dec 17, 2013
I have a problem where I extended a formula down to over 40,000 records which has increased the file size substantially. I only need it to scroll down to a few thousand rows now that I realized that there is alot less data to populate the worksheet. Is there any way to get it back to a scroll range that is more modest in size?
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Jan 8, 2014
I'm completely new with macros. I was wondering what you would need so that the information will automatically update itself onto a summary page. For example for entries on one worksheet to create a statement on another worksheet?
Example:
Asset Type
Description
Date
Amount
OA
[Code]....
The first entry doesn't have a date, because the asset type is classified as OA. (therefore an exception) Each of this information will be linked to it's own worksheet. For example, the OA entries would create their own sheet which will summed.
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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
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Nov 23, 2006
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)?
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Jun 12, 2009
the following IF formula. Initially the formula was as follows:
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Dec 30, 2009
Is there a more efficient method to what i have attached? i.e. if E4=anything between B2 and B10 then C2 is displayed. Between B11 and B16 then C11 is displayed.
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Mar 14, 2013
My company uses financial analysis software to evaluate data on a monthly basis. The software has a report writing package that is similar (but not exactly like) Excel. There are 2 functions of this report writer that I would like to find out if
Assume A1=4 and B1=5 (but the data may vary in the future). In C1, I want an green up arrow if B1>A1. If B1
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Feb 3, 2010
How can I make this macro easier (smaller)? The same action is performed on an array of sheets (not all sheets).
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Dec 10, 2008
I have this formula that checks a line of values to see whether it is within the constraints of a separate list of values.
=if(AND(Data1!A4="count1",Data1!D4>="bin1",Data1!D4
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Feb 27, 2013
I have a spreadsheet that contains per minute data for the whole year. There are no gaps in data and it is complete with various values being zero. I cannot work out how to reduce the data into 30 minutes interval. I have tried to use Pivot Tables and grouping functions but it can give me daily data or hourly data but not per 30 minutes or 15 minutes of data.
What step I can follow to reduce the per minute data to 15 minute or 30 minute data.
Format of excel sheet is as below:
Date------ Time------ GSR
27/07/2010--0:00:00--1
27/07/2010--0:01:00--2
27/07/2010--0:02:00--0
27/07/2010--0:03:00--0
27/07/2010--0:04:00--1
27/07/2010--0:05:00--1
27/07/2010--0:06:00--1.5
27/07/2010--0:07:00--0
27/07/2010--0:08:00--0
27/07/2010--0:09:00--2
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May 28, 2008
I've been having trouble recently with my workbook file size growing rapidly due to copy and paste commands and such. I found a very nice macro to reduce file size called ExcelDiet located at [url]
Option Explicit
Sub ExcelDiet()
Dim j As Long
Dim k As Long
Dim LastRow As Long
Dim LastCol As Long
Dim ColFormula As Range
Dim RowFormula As Range
Dim ColValue As Range
Dim RowValue As Range
Dim Shp As Shape
Dim ws As Worksheet
Application. ScreenUpdating = False
Application.DisplayAlerts = False
On Error Resume Next
This code works fine until I share the workbook. Can anyone take a look at this code and provide some information as to why this might be happening?
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Jul 3, 2013
I am working with a catering form that someone else created at work. It has a drop down list of menu items available. Once an item is chosen, the item description pops up.
These descriptions are so much longer than anything else in the row (item name, qty, #, cost). Is there an option to make the full text temporarily visible by selecting the cell, and leave it cut off the rest of the time? I am trying to keep the form at one page.
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Jul 1, 2008
i have a unique transposing situation and i need a script to transpose my data. i haven't encountered anything like this yet so i wonder if its possible
my data is currently in this format:
Object1, Property1, Value
Object1, Property2, Value
Object2, Property1, Value
Object2, Property2, Value
i'd like to transpose it to:
........... Property1 Property2
Object1 Value Value
Object2 Value Value
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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.
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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.
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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.
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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)
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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.
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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.
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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.
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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?
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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.
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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.
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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?
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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.
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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.
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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?
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Jun 11, 2014
I built a workbook that is used by our account team to summarize account status. Each worksheet has several cells that use conditional formatting to call attention to the status reported in that cell. Each manager sends their worksheets to a Senior manager who then consolidates into a single workbook containing approximately 50 worksheets. Once consolidated, the file size has grown to over 12 Mb and this needs to be reduced to a more manageable number, preferable 4 Mb or less. Prior to buliding the new version of this workbook, the file size was less than 2 Mb.
I have removed the Macros and believe the size is due to the conditional formatting in each worksheet.
Once the worksheets are compiled, is there a way to remove the conditional formatting and save the existing format - Similar to a "Paste Values" function? The senior manager does not need to change cell value to the formatting of the worksheet he receives could be saved.
To be specific - one cell turns has no color if the value is 10 or less, is yellow if 11 - 15, and Red if 16+. Once sent to the manager, the variance in this cell is not needed; he only needs to see the color associated with the value when sent. Next week he will receive an updated worksheet and a new value will be entered. The conditional formatting is only needed by the individual preparing the original worksheet.
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Sep 12, 2008
I am a big fan of huge files (30MB+) all interlinked with array formulas ...and lots of them. The problem is...one calculation take literally 5 hours. (I have one file I try to calculate since cca 4 hours now...it's at 63%)
I keep getting extra memory with no visible improvement on the processing time. Is there a trick out there that I can use? Something is clearly wrong.
I feel I will soon have to give up Excel, or my formulas, or my job ...
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