Monthly Sum
Jun 10, 2009I have a two column A and B at Sheet1. Col A is a Date wise column and Col B is of the Values. I need formula for getting sum monthwise in sheet2. i.e the sum of jan, feb, mar etc
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Producing Table Of Monthly Values Based On Monthly Growth Rate And Yearly Total
Mar 6, 2013I have a table of yearly totals for the amount spent by x. I also have a growth rate for each month so for example in 2001 in jan the growth rate might have been 0.3% and feb 0.5% What I want to do is for each month based on the growth rate and the total produce a value for each month which sum to the total amount. It's also important to note that it restarts each year.
Link for excel file is here: [URL] ...........
Pulling Data Into Two Columns Labeled “Monthly” & “Non-Monthly”
Aug 3, 2009I’m currently pulling data into two columns labeled “Monthly” & “Non-Monthly” respectively. They indicate work orders with a frequency of “Monthly” or “Non-Monthly”
The Monthly data is obtained using the following formula:....
Run A Macro Monthly
May 6, 2008I have the following situation. I work off-site most of the time in another office. I would like to have a macro on my main office PC to run on a monthly basis at a set time.
For instance on the 15th of every month at 9:00 am the macro would go into a shared drive and pull an updated copy of a report, redo the report and send it out to various offices. I have VB code that performs all the tasks except for setting a timer to tell it too run on the 15th of every month at 9:00 am.
Vlookup-Sum By Monthly
Sep 20, 2009I wish to create a Vlookup & summing qty by month.
In sheet1 is date
Column A = Date
Column B = Code
Column C = Qty
In Sheet2 I wish to create Vlookup.
I have the code in Column A4 going down AND wish to create Vlookup in column C4 for month Apr-09(c3) display total qty.
In sort look up code - for the month and sum qty .
code Apr-09 May-09 Jun-09 etc
SW L 60 15 55
SW M 10 35 45
DD L 30 30 25.
Automatic Monthly Entry?
Jan 7, 2014I have a 12 month budget spreedsheet. Some expenses' are fixed every month. I would like those cells to be automatically filled with that fixed amount. Say on the 5th of every month a particular cell would have $50 automatically entered so i don't have to do it manually.
View 2 Replies View RelatedQuarterly Data To Monthly
Jan 27, 2014I am trying to convert quarterly data to monthly
The quarterly data columns go: Mar-14, Jun-14 etc
The monthly data columns goes Jan-14, Feb-14 etc
I am trying to use a vlookup and match formula but as you will see in the attached file it is only working for those months that are labelled in both data e.g. March 14, June 14
Is there a formula that will pick up for example that January and February numbers should be drawn from the March 14 quarter, April and May from June quarter etc?
Counting Monthly Data
Jan 31, 2014I have a table which has the following columns:
Date - Data1 - Data2 - OtherData1 - OtherData2
I came up with some formulas to count my data monthly. I have 12 tables with this kind of formula in it:
[Code] ....
Where B12 is the year and A213 is my month number. My first try on the "date filter" looked like that:
[Code] .........
And it wasn't working so I thought it was because the 31 wasn't a good idea for non-31-days-months but none of the formulas above are working.
(BTW, IDK why it's not working but I have data in my table for months 10, 11 and 12 and the only calculation tables that are calculating data are the ones for months 9 and 10. The results are the same in these two tables and are counting all my Table1[Data1] and [Data2] (the count is not monthly))
Formula For Getting Monthly Total
Aug 14, 2014Find the attached excel sheet.
I have, every month data like for one Year, every day in a month we will update the sales information in to excel sheets like jan, feb, march, ...December
In the Main sheet i want total, i have bunch of data and wide range of items, how to get monthly consumption into main sheet.
excel.xls.xlsx‎
Calculating Monthly Returns
Apr 28, 2007I have a list of dates with respective balances. I am wondering how to get Excel to determine if the end of the month has passed after a certain date and then calculate the return for that month. What is the most efficient way in your opinion?
Here is a small data sample:
27/12/2005 06:23 0.3%
27/12/2005 05:47 -0.6%
29/12/2005 06:53 1.3%
04/01/2006 17:55 -0.1%
09/01/2006 15:35 3.99%
09/01/2006 15:46 2.54%
09/01/2006 17:07 1.8%
12/01/2006 07:12 -2%
12/01/2006 13:37 1.5%
12/01/2006 13:39 0.8%
12/01/2006 13:58 0.01%
Formula For Monthly Totals
May 20, 2009I need to create a running monthly total formula for a worksheet. This is something i need in the data, so i can manipulate it without using a pivot table.
I think I would use the SUM, MONTH, and IF formulas, and maybe EOMONTH.
I guess where I'm stuck is figuring out how to make conditions for my SUM formula. So as the dates go down the page, I would like a running total in a column to the right, that will also restart with every new month.
Attached is my example.
Changing Monthly Format From US To UK
Sep 10, 2013How to translate dates which i already have in the US format, to the UK format.
i.e. mm/dd/yy becomes dd/mm/yy
How To Automate A Monthly Report
May 21, 2014where to start with automating a monthly report that I put together.
My report is generated from two or three tables of data - roughly 25,000 records.
Currently, I copy and paste this table of data into one worksheet, and then have pivot tables that are written to take data from this table (this is a typical marketing sales funnel - calls, raw leads, qualified leads, customers, revenue). Then I have another worksheet that is the display to the client, with the proper formatting, mathematical calculations, totals etc. On this client facing worksheet, I pull data from the pivot table (using =GETPIVOTDATA formulas).
It seems that I have constructed this report in a very inefficient way because I have a ton of manual work to do every month to make the client view presentable as changes come about in the raw data. For instance I segregate the client facing report by lead sources, but when new lead sources get added in month by month, I have to edit the client facing report at length.
where to start, or what steps to make this more automated
Sum Daily To Monthly Amounts
Apr 7, 2014How to write a macro that will sum daily figures into monthly figures? On the attached spreadsheet I would like to take the daily figures on the amounts on the VRU DAILY worksheet and sum them in the appropriate month on the VRU # sheet.
View 14 Replies View RelatedAutofill Macro Monthly
Jul 14, 2008I want to do is set up a macro to autofill into a new column every month. My data is linked to another excel document so that is where it is pulling the data from. Currently I have data in columns monthly from Dec 2001 until June 2008. I just want a macro that will automatically add in the next month, so in this case July then August the following month ect.
View 10 Replies View RelatedCalculating Monthly Totals
Feb 24, 2006best formula for adding figures in a column that correspond to each month of the year?
I have a sales register with the date of sale and commission on each row but want to display the total commissions for each month of the current year on one worksheet and monthly totals for previous year on athother worksheet.
VBA To Open File Where Name Changes Monthly
Nov 11, 2011The file name will change on a monthly basis. Is there a code that will open the file without making modifications to the macro itself? For example, October Budget.xls, next month the file will be November Budget.xls, etc.
View 4 Replies View RelatedHow To Get Dynamic Monthly Totals
Nov 26, 2011Only recently have I really stumbled upon some of the more advanced functionality of excel, and I was literally blown away. I'm now trying to learn more and more about it.
[URL]
I need the Monthly totals of Apples, Oranges, Apples & Oranges.
I know how to select it by hand with the:
=SUM(, hold shift, mouse select the apples for March, and do the same for the other columns.
But how do you do it via a formula? Also, is it possible to make it dynamic? i.e. you add more transaction dates later, and the whole spread sheet gets updated automatically.
The only way I see how to do that is to write a loop that goes through all of the records. How would such a loop look like? Or is there a better way?
Calculating Monthly Pay- SUMIF?
Jul 7, 2012I am working on a spreadsheet to automatically generate teachers schedules for teaching various students on a weekly basis. (See section of the spreadsheet below)
The teaching dates in column A are generated using the formula
=WORKDAY.INTL(A2,6,11,$J$3:$J$70)
Where Column J is the list of Holiday dates to exclude.
The rate of pay for each lesson is in Column H.
What I am attempting to do is to automatically calculate the teachers pay each month by adding together the range of cells in column H that correspond to the dates taught in a particular month listed in Column A.
I have tried to use SUMIF but as there are a different amount of lessons taught each month the range of cells to add is different each month, I can't see a way to define the cells to add from column H without doing it manually.
Is there a way to define the range of cells to add together from column H based the dates in a particular month?
Date
Time
Instrument
Student Name
Location
Rate of Payment
Holiday2 2012/2013
05/09/2012
14:30 - 15:00
Guitar
Student 1
Studio 103
10
[Code] .........
Monthly Sheet Copy
Dec 10, 2007there is probably is shorter code too
Dim sLastMonth As String
Dim sNextMonth As String
Dim iNextMonth As Integer
sLastMonth = Worksheets(Worksheets.Count).Name
iNextMonth = Month("1 " & sLastMonth) + 1 ' Need any valid day of month
sNextMonth = Format(DateSerial(2000, iNextMonth, 1), "mmm") ' Use any valid year & day
Formula - Monthly Budget
Mar 5, 2009I am looking for a formula to sort out a budget problem I am currently working on... I am guessing that the formula is pretty simple but my mind is blank...
What I am trying to do is:
Cell A1 is my cash budget
Cell A3 is actual cash used
Cell A5 is The Difference between A1 & A3 (sum A1-A3)
What I want in Cell A7 is a formula to tell me if my Budget is over 50% either way..
For instance if A1 = 100 and A3 = 155 then I am 55% over and would like a note to appear saying "Explanation required".
If A1 = 100 and A3 = 45 then I am 55% under my Budget and would like a note to appear saying "Explanation required".
Update A Cell Value Monthly
Sep 6, 2009I would like to add avalue of 100 to cell E1 on th 19th of every month.
I currently have this code which I realize will just update every new month instead of the 19th but does not seem to work right.
It only works if I leave cell A1 blank and then it inserts 1/19/1900 into cell.
Private Sub Workbook_Open()
'Compare today's month against value in A1
If Month(Now) > Sheets(1).Range("A1") Then
Sheets(1).Range("E1") = Sheets(1).Range("E1") + 100
Sheets(1).Range("A1") = Month(Now)
End If
End Sub
VBA Autosave Workbook Monthly
Nov 9, 2009I wonder if anyone could help with some VBA code to automatically save a copy of a workbook on a monthly basis (Say the 1st of each month, or the nearest date to that if it has not been saved on the 1st.)
I would like this to be done without user input, and to be saved with the current workbook name + the current date. It can also be saved in the current workbook folder. I am using Win XP Pro and Excel 2003. This would also obviously need to check if the file currently exists, we can say the filename is Cars and the directory is C:Data. Finally I do not wish to stop the users from saving their own version with save or save as.
Compare Monthly Worksheets
Feb 13, 2009I am trying to compare almost 2 identical spreadsheets. Please see the attachment below. This is used by our HR department to identify people that are active or inactive, department, title, who are their supervisors, etc. This spreadsheet will be updated monthly to reflect all the changes (new employees, people move from one dept/home location) to another, come back from temporary leave, promoted, or terminated). I saw some macro code application to highlight the differences of 2 spreadsheets but the spreadsheets are so much simpler than mine. We have approximately 1000 employees.
View 7 Replies View RelatedGenerate A Monthly Job Chart
Oct 7, 2006I want to have my monthly job chart automated. I got a leave chart marked with workers' leaves on a month basis. Each month, I got to consolidate a job roster containing names of workers who will be working at the counter. It takes me almost 2-3 hours to have the roster completed. I attached here with an excel file for your information. Can it be done automatically by vba if data of workers' leaves are available? The names assigned will be at random in seqence each month(i.e. Peter will be at counter work on 3/10/2006 if not on leave but may be on 08/11/2006). That's why it takes me so long to compile the roster.
View 9 Replies View RelatedFirst Entry On New Monthly Sheet
Oct 23, 2006I have a daily nutrition log that is made up of monthly sheets. New entries are placed below the last entry, into the proper sheet by date, automatically.
The problem I am having is to find a way to put my formulas and formats into row 1 of each new monthly sheet so that when the entry is for the next month, it will add the new entry into row 2 of the new month, seemlessly, without manual intervention.
The formula I am using works from row 2 and down. It doesn't work on row 1.
Here is one of formula's that works on row 2:
=If(Or($A2=$A1,$A2=""),"", SUMIF($A:$A,$A2,H:H))
When I copy/paste it into row1 (to get the starting reference row), I get this:
=If(Or($A1=#REF!,$A1=""),"",SUMIF($A:$A,$A1,H:H))
The code copies the last row (in the case of a new sheet that would be row 1) and pastes' it into the next row down and then overwrites the first five cells. The problem formulas are NOT in the first five cells.
I tried to using $A65536, but it also #REF! error's out.
Automatic Monthly Update
Dec 28, 2006I have a workseeht that consist of 13 tabs. This is what i am trying to do:
Each tab is for a month in 2007. The main tab is formated to show a recap of each month. So when the Janruary tab has been completed the main recap page should pull data from its tab. Then once the february tab has been completed the main recap tab should now show the data from this tab, and so on and so on.
I am currently updating the data manually by refrencing the new tab in the main tab formulas. I hope there is an easier way for me to get this data without manually inputing formulas every month.
Calculating Monthly Investment
Apr 21, 2007If I want to obtain a future value of $500,000 at the end of 20 years, how much do I need to save each year at an interest rate of 10% per annum? I ended up using the following formula: =PMT(10%,20,-PV(10%,20,,-500000,1),,1). Let's define (Insert/ Name/Define) the answer to this function as Pmt1.
By then using =FV(10%,20,Pmt1,,1) to confirm that Pmt1 will end up providing $500,000 after 20 years I get the answer I am looking for but have absolutely NO IDEA why it works. Worse, I do not know whether it is the correct answer. I have the following function (courtesy of someone) that I use to determine the expected future value of a series of annual payments at a fixed interest rate but also with fixed annual increases in the payments. (Example: $1000 per annum is invested for 20 years. The interest earned on the $1000 is 10% per annum. The $1000 increases by 5% each year - i.e. 19 increases)
=Pmt1* SUMPRODUCT((1+5%)^(ROW(OFFSET($A$1,0,0,20,1))-1),(1+10%)^(20-ROW(OFFSET($A$1,0,0,20,1))+1))
Assuming the payment does not increase, I simply replace the 5% with 0%. When I run this function and use Pmt1 as the annual payment the answer differs from the one that I get from the PMT function that I quoted above until I change the ",,1" in the function to ",,0". What do I not understand about these functions!? Which is correct or are both provided I learn to know what they do? This is the vaguest question I've ever been able to devise simply because I can see that something is amiss and I do not know what - or how to start figuring out what it is that I "know not"!
Update Monthly Reports
Aug 25, 2007My workbook contains 12 monthly spreadsheets (one for each month of the year). It will also contain an additional spreadsheet, I’ll call “Update”.
At the beginning of each month I will copy and paste new account information into the monthly spreadsheet (for whatever particular month we are currently in). The columns (J-N) will be blank. I will then copy and paste account information into my “Update” spreadsheet (this is done twice a week per month, from 8 to 10 times per month). This spreadsheet will contain data that needs to update my monthly spreadsheet (for whatever particular month we are currently in). The “Update” spreadsheet column B needs to populate columns J-N on my monthly spreadsheet and this will depend on column C of the “Update” spreadsheet.
Sorry to be confusing . . . .
Update Spreadsheet
Column B – Payment Amount (dollar amount)
Column C – Commission Type (Low, Medium, High, Super, Duper)
Monthly Spreadsheet
these columns need to be populated with the dollar amount
Column J – Low
Column K – Medium
Column L – High
Column M – Super
Column N – Duper
I forgot to mention that all data is compared via the account number!
However, to make it even more confusing if I am updating my monthly spreadsheet and during the 8 to 10 times I update it during the month I find that I already have a dollar amount posted for a particular account for a particular commission type (Low, Medium, High, etc.) I do not want it to keep adding up the dollar amounts. So, if I have an account that has $25 for “Low” and then next time I update my monthly spreadsheet I have an additional $75 for “Low”, for the same account, I do not want it to calculate it to $100. I need it to either color code that entry on the “Update” spreadsheet or toss it onto another spreadsheet . . . just so it stands out and I know that I have to handle it differently.
Monthly Task List
Sep 21, 2007I am trying to create a task list from a master matrix of items to be completed. When fully populated the maters matrix should have approximately 200 items to be completed over the year. I want to create a monthly to do list in EXCEL based on the master matrix. Some reports will be due on various timeframes. The reports will also be assigned to different workers. I would also like to be able to provided brief instruction for each task. Items will be added and subtracted from the master list based on changing requirements. I would like each month to be a different tab in the workbook. Attached is a spreadsheet that better explains what I am looking to create.
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