# Prior Formula Sales Using Dax Formula

Mar 18, 2014
I'm trying to create a report that will include current month and previous month by territory. Unfortunately, i'm getting the same values for both months.

PriorMonth=CALCULATE([Sum of TotalDue]),DATEADD(Date[Date],-1,month))

Date =Date table ( Date, Month, year)

Relationship= Date.Date=InternetSale.OrderDate

Current Month=Sum([Amount])

View 5 Replies
ADVERTISEMENT
Jan 4, 2005

I have created a chart on excel for us to track daily sales but also to figure sales tax so we know what to send the IRS each month. We have been figuring the sales tax ourselves and

filling in the chart on excel but I would like to create a formula that

automatically does it for me based on total sales.

View 9 Replies
View Related
Jun 18, 2014

I am mailing a letter on the 15th day and the 45th day after a hire date. The effective date will be the 1st of the month following 60 days. A meeting will be held every 3rd Thursday of the month for all new hires. What I am trying to accomplish is calculating the 3rd Thursday of the month PRIOR to the 1st of every month.

i.e. hire date is 3/11/14 - 1st letter goes out 3/26/14 (15 days) - 2nd letter goes out 4/25/14 (45 days).

Their eligibility date is 6/1/14 (1st of the month following 60 days).

The meeting is held on 5/15/14 (3rd Thursday of the month prior to the first of the month (June))...

HIRE DATE LIST.xls

View 1 Replies
View Related
Jan 20, 2010

The workbook has a tab for each day, and there are variance columns. The tabs are named for the date, like 1.20, 1.21, 1.22, etc.

For example, the formula on 1.21 in D2 is simply =C2-'1.20'!C2

That works fine, but it's a time-consuming job to always change it. You have one sheet to copy many times for all the other formulas, but then have to re-name and change that variance formula on each worksheet.

Is there a way to reference the prior worksheet without using it's specific name?

=C2-'prior worksheet'!C2 would be nice...I could take my one sheet and copy it about 23 times for each workday, then copy that whole workbook to use in the subsequent months without making any formula changes.

View 7 Replies
View Related
Aug 20, 2013

Basically, I'm doing a recorded macro for work where I take an export and manipulate the data to show differences between sales from last year and this year. Also comparing this months projected sales to avg of last 6 months and also against last years this month.

The problem I'm running into is in automating the this month sales for mid-month exports. I can do it individually but I can't find a formula that will do it. Data is in one cell per month, so ex. 130 sales this month so far. I need to have it convert that to projected sales for total month based on what day it currently is.

View 1 Replies
View Related
Dec 29, 2013

How can I add data to the monthly sales section in the workbook? I can't seem to figure out the code.

mockup.xlsx

View 5 Replies
View Related
Jan 14, 2009

I have a new sale structure to put in place the commission is paid in the following way:

below 1500 zero commission

between 1501 and 3000, commission at 16%

between 3001 and 8000, commission at 23%

above 8001, commission paid at 30%

Ergo if you generate 5000 you would be paid 700 ie nothing for the first 1500, 16% of the second 1500 and 23% of the remaining 2000. ( I hope my maths is correct! )

I have tried to manipulate other solutions using sumproduct but my knowledge is poor, the formula I have tried manipulating is =SUMPRODUCT( (A2 > {0,1500,3000,8000}) * (A2 - {0,1500,3000,8000}) * {0,0.16,0.23,0.3}). I prefer single line formula rather than lookups as staff will not be able to see commission rates easily.

View 4 Replies
View Related
Jun 1, 2007

I have a formula in a cell that configures Sales Tax. How do I add to my existing formula so that if someone is tax EXEMPT to not display or calculate ANYTHING in the Sales Tax Cell? I want to add this to my existing formula in my sales tax cell: IF(Y33="YES") and then I want it to override any existing formula and display nothing in that cell at all.

View 9 Replies
View Related
Jan 2, 2008

I am trying to decipher how to calculate commissions for my sales reps. I have made just a simple spreadsheet to give you an idea of what I am doing. I have tried to us an IF formula but I think there are too many options( I have 9 reps). Basically I pay them either 10 or 15% so I need a formula to take the sales price - cost times their apporpriate %.

AgentSales Price CostComm Pd

AS150 75

JK255 185

JD325 250

JD125 50

AS50 10

AS50 10

AS335 250

JW75 25

View 9 Replies
View Related
Feb 21, 2014

I've a spreadsheet (see attached) which shows sales of 10 different fruits. I've used a LARGE formula (Cells O15:O17) to display the three highest sales and an OFFSET formula (Cells B15:B17) to show what the are.

I only ever want to show the top three sales but I need to take into account instances where more than one fruit has the same sales figure (for example, if lemons and pears both had sales figures of 27, they'd have to be shown along with grapes and strawberries).

Is this possible???

View 8 Replies
View Related
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.

View 6 Replies
View Related
Apr 4, 2014

I am trying to use sumif formula to add sales forecast based on three conditions but i also want to add the revenue for current month which i have but for the next one months as well as two months plus.. this will change based on the current month.. below is what I am using for the current month..

=IF($B$3=Reference_Data!E2,SUMIFS(Current!$K:$K,Current!$G:$G,"Yes",Current!$C:$C,$B$1,Current!$E:$E,$B$3),

IF($B$3=Reference_Data!E3,SUMIFS(Current!$K:$K,Current!$G:$G,"Yes",Current!$C:$C,$B$1,Current!$E:$E,$B$3),

IF($B$3=Reference_Data!E4,SUMIFS(Current!$K:$K,Current!$G:$G,"Yes",Current!$C:$C,$B$1,Current!$E:$E,$B$3),

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

View 2 Replies
View Related
Aug 5, 2008

I have a worksheet with monthly sales figures by associate and by store. The store has a monthly goal as do the associates. If the store hits it's goal then the overall sales total is multiplied by 1% and then divided by the percentage of each associates involvement to reach that goal. (ie...150,000*1%=1,500, John sold 35,000=23%, so John gets $345 extra commission). If Johns goal was $25,000 and sold $35,000 he gets 1% or $350 commission. In turn, if he meets 1 or both sets of criteria those will be added together. If he doesn't meet either one then the result is Zero.

I have the store goal and Johns goal in separate cells to reference against. The actual sales cell is formula based.

This is basically what i'm trying to do:

If criteria 1 is met then % of 1% of store goal, if criteria 2 is met then 1% of individual goal, if both are met result1+result2. if neither is met then zero. I think?

View 9 Replies
View Related
Mar 27, 2014

I am writing a formula that will sum data for a 12 month period that is not based on a calendar year. For example may have data starting in June 2011 running to date, but not every month. If I set a start date for Year 1, say April 2012, I need to see Year 0 numbers (anything prior to April 2012), Year 1 numbers (April 2012 to March 2013), Year 2 numbers (April 2013 to March 2014), and so on. Date format is currently mmm-yy.

If this could be performed via a macro which references the database (spreadsheet), then even better. The database will contain multiple columns, of which two will contain the date and corresponding number respectively.

View 12 Replies
View Related
Feb 13, 2010

This is for a report and on "Summary Worksheet" I want to post "Current Payment" totals IF the invoices from "Tab 3" equal the "month" in G6. Say the report is for January - if there are invoices on Tab 3 -worksheet with a January date I want to post all invoice amounts on Summary worksheet under current payment.

View 4 Replies
View Related
Jan 28, 2009

I need a formula to calculate the amount due based on cumulative sales once a breakpoint amount is reached.

Example:

Breakpoint:

cum sales are > 500 pay at 3%

cum sales are >1,000 pay at 2%

month/ sales/ cumul sales/ amount due

jan/ 100.00/ 100.00/ 0

feb/ 600.00/ 700.00/ 6.00

mar/ 600.00/ 1,300.00/ 18.00

and so on...until the end of year.

I tried using an if formula by could not get it to work.

View 9 Replies
View Related
Jan 5, 2012

I have an excel sheet which has 70 sheets in it...All of them are numbered but not in a sequential manner (eg : 210,211,201,202,215 etc..).The numbering is nothing but the sales order number....

All the sheets have same data (i.e Column A contains Product Sold, Column B contains Sale Value)...The thing is i want to consolidate all the data in sales order number wise. i.e.

Column A Column B

201 $200

202 $300

203 $450

View 8 Replies
View Related
Jul 2, 2009

I am trying to determine the top contributors to 50% of sales based on cumulative percent of sales (see attached file). I can determine if percent of sales is less than 50%, but I need to include the person that pushes the group of top performers over the 50% mark.

View 3 Replies
View Related
Feb 4, 2013

I wanted to get the data from data sheet where i have entered the data manually for sales what have done

Now I wanted is when i enter date i should get the product and price in other sheet

Example:

If I enter date in a1 cell

I should get the detail of product in b1-b10(if i sold 10 item )which is in data sheet

And c1 - c10 price (if i sold 10 item @that price)

View 4 Replies
View Related
Feb 20, 2008

See the attachment. I want the percentage of Car Sales to total sales of different countries automatically.

View 2 Replies
View Related
Oct 17, 2013

I have a sales level that I need to track...My rolling 12 months' sales must be $85,000 and my currently monthly sales must be $7,000. I have a sheet that tracks the $85,000 and tells me what I need to achieve that, but I haven't figured out how to include the $7,000 monthly minimum....

The chart below is what I have. So for example, this month it's telling me I only need to sell another 3016.46 to hit the $85,000 rolling 12, but I actually need to hit $4821.79 to meet the $7k minimum.

Actual Rolling 12 Goal

Sep 2012 5,367.24 73,663.30

Oct 2012 5,649.93 69,496.28

Nov 2012 14,163.38 73,451.30 [code]....

View 6 Replies
View Related
Jan 5, 2010

I have daily basis monthly sales. Now I want to summarize into monthly gross. Pls look attached file. I am looking for a formula to summarize January daily sales from date 1st to 31 st as of just January and and sum of each day gross.

View 4 Replies
View Related
Mar 27, 2013

I cannot solve with Excel 2010 and I have searched all over for the answer.

I have sales data that is approximately daily and would like to count the monthly data and summarize it as an average for the month in a separate column.

For example, I would like to turn this:

3/2/2005 $xxxx

3/5/2005 $xxxx

3/20/2005 $xxxx

4/2/2005 $xxxx

4/10/2005 $xxxx

Into this:

March 2005- $xxxx (monthly average)

April 2005- $xxxx (monthly average)

I have a feeling some 'countif' formula would work but I am not sure how to do this.

View 4 Replies
View Related
Oct 3, 2012

In cells A4 to A54, their names are displayed.

In cells I4 to I54, their total sales are displayed.

Starting in cell B59 and C59 I'd like to display their name and sales respectively.

Also in column I I'd have a second value which would be a total of each department. Would it be possible to leave this data out of the formula? No big deal if I have to put that value in the next column.

View 9 Replies
View Related
Oct 14, 2009

I need to copy the values of a range on the weekly sales worksheet to the monthly sales worksheet. The last column is the total on the weekly sales. Part of the heading of the total column is the week ending date (e.g. 10/17/2009. On the Monthly Sales I have the months in columns by week ending (e.g. 10/17/2009).

Range I4:I28 to the monthly sales worksheet by date.

View 10 Replies
View Related
Jul 10, 2009

In my spreadsheet below I want to be able to enter a sales number for January, the value of cell F2.

I want cells F3 thru F12 to automatically calculate according to the "Growth Per Month" value in cell H1.

Example: If January sales are 20,000, then February should calculate to 21,000 (january * 105%).

Excel Jeanie HTMLSheet1

E F G H 1 2010 Per Month Sales XXX 5% 2 XXX XXX 3 February $ 10,000 4 March $ 5,000 XXX 5 April $ 2,500 6 May $ 1,250 7 June $ 625 8 July $ 313 9 XXX $ 156 10 September $ 78 XXX 11 October XXX 12 November $ 20 XXX 13 December $ 10 14 $ 39,990

Spreadsheet Formulas Cell Formula F3 =F2*10*H1 F4 =F3*10*H1 F5 =F4*10*H1 F6 =F5*10*H1 F7 =F6*10*H1 F8 =F7*10*H1 F9 =F8*10*H1 F10 =F9*10*H1 F11 =F10*10*H1 F12 =F11*10*H1 F13 =F12*10*H1 F14 =SUM(F2:F13)

View 9 Replies
View Related
Oct 7, 2009

I was wondering if there is a formla that will delete a formula when it has done its calculation, or stop the formula from constantly updating.

I've got a formula

=IF(COUNTA(A1)=1,TODAY(),"")

When something is typed in Cell A1 the cell with the formula will input todays date.

Is there a formula that will stop this formula from updating, as when you go into the file on a different day the date would have been updated.

View 6 Replies
View Related
Jun 17, 2014

I have a macro that when you run it, it creates a new tab with the next month on it. I.e. I'm in January 2014 and I hit the button it creates a tab for February 2014....

In a different workbook, I want to have it copy this newly created tab name into cell A1 of what we'll call Hidden_Tab.

So I want to have Hidden_tab A1 say January 2014, then I press the button to run the macro and it then copies the new tab name from the tab I just created: February 2014 and pastes it in Hidden_tab A1 and so on...

View 6 Replies
View Related
Nov 2, 2009

Could it be possible to "sequentially offset" a vlaue, say, of A1 such that, for instance, when A1 changes from "5" to "6" (via formula, not direct input), A1=6 and, say, B1=5, and so on? You know, like keeping a value record of A1, one step back, in B1.

This would be UNBELIEVABLY valuble to me. Thus, would I be in eternal debt to he/she who would resolve this here.

View 9 Replies
View Related
Nov 15, 2009

range C7:AJ7 should look for a 1 in C5:AJ5 and start placing a 4 till 8 cells after the 1.

Range C6:AJ6 will be a little bit more complicated it should place a 2 in each cell, starting from 10 cells prior the 3th last number in range C5:AJ5.

View 9 Replies
View Related