Record YTD Value At Start Of Each Month
Sep 26, 2007
I have a PM (Preventive Maintenance) spreadsheet which tracks the progress on all our maintenance workorders providing a % of PM's complete each month. It has been manually updated each month, but I want to have Excel remember the percentage for each given month and record it in a seperate cell. I.E. D100 tells me PM compliance is 97% MTD for September, but when October 1 arrives I have to remember to take the number as it was on the last day of the month and record it somewhere else. I want to have excel automatically save the number (%) as it is on the last day of each month and keep it. I have used a simple IF function ( IF(C90>09/01/2007,D100,"") to get the cell to record the number during the active month but I lose it as soon as the next month starts.
Is there any way to have excel recognize the new month then save that number in another cell when the next month begins?
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Oct 25, 2011
i have big sheet with lot of data and in column B there is date dd-mm-yy.
How can i count specific product (column A) based on date (column B) for each month) on sheet B.
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Feb 11, 2009
i have a report that needs to be filled out with total purchases daily that keeps a running total. So each day i have a column with a new figure. Looks like this:
Date Purcahses Total
30/01/09 10 10
31/01/09 10 20
01/02/09 10 30
02/02/09 10 40
etc
On the 20th of each month, i want to create a macro that wipes out the historical data prior to 1st of that month. i.e. on Feb 20, i want to lose all the january rows.
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Apr 16, 2013
I want to put "Jan" (as in January) in a cell on Sheet1 and in cell A1. In cell A2 I want to dispay the start of the month and in cell A3 the end. So if I change A1 to "Feb" or any other month it will display the correct start and end dates.
I then want to use either the month or the dates to do a SUMIF statement. It a simple one like -
=IF(C5="","",SUMIF(April!R:R,"="&C5,April!G:G))
But I don't want April in the formula as I just want to update the cell in A1 to read in the data for a different month. BTW, April is on another sheet along with a sheet for each month.
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Jun 1, 2014
I'm trying to prepare a Gantt chart and I'm unable to display the start of month date in the x axis. Currently I'm able to display each month by giving an interval of 31 days, but I'm not sure how to display the start of month in the chart. Tried to add a secondary horizontal axis,but the secondary axis is not intersecting with the y axis and the grid is not getting aligned properly.
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Dec 25, 2013
I need a formula to calculate a date 6 months forward from the start date. However, in the calculated 6th month, I need it to the day before the start date.
ie: start date: 26/12/13 -- End date: 25/06/14
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Feb 18, 2009
is possible to trigger a macro at the start of every month. I have a fairly simple bit of VBA, but just want it to execute on the 1st of every new month.
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Feb 3, 2014
I have about 80,000 dates. What I need to do is to place an x by the date if it falls inbetween January. For example, I have start Date in A1 and End date in B1. If the start date was 10/20/2013 and the end date was 6/11/2014 then that woub give me an "x" because it went through January. If the start date was 11/23/2013 and the end date was 1/1/2014 that would give me an "x" because it fell in January but if I had 8/4/2013 as a start date and 12/29/2013 then that would be blank. Hope that I made myself clear enough.
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Jun 3, 2014
I am working on a formula by it is repeatedly failing.
Based on input 1 which is the month name, I am looking for a formula to identify the position across columns as the starting cell and then the value in input 2 needs to be repeated 12 times from there.
Example:
Input 1 is Apr-14
Input 2 is 51.8
I have columns with month names starting Apr-13 to Mar-15
Since the input 1 is Apr-14, the formula should identify the appropriate column named as Apr-14 and from there it should copy the value (input 2 ) 51.8 for the next 12 cells which is until Mar-15. I have attaches the examples for your quick reference.
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Mar 26, 2014
I've just started working on an FTE calculator and wish to populate a 12 month calendar with FTE depending on the start and finshed dates.
FTE Calculator non nursing.xlsx
I've attached the file. In Column D the user would select the month the staff start and in the Column E the month the staff will finish. I would like the fte that is calculated in Column Z then to populate in the 12 columns AB:AM (Jul to Jun) with corresponding month start and finish.
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Mar 14, 2014
I need a formula that will calucalte the monthly total based on the following conditions:
Col A = Yearly Cost
Col B = The number of the month when the costs are starting (1=Jan etc)
Col C = The duration or the number of months for which the costs are to spread
Col D is Year 2013 with the months across columns D-O. Row 1 above those columns shows the month's corresponding number.
Right now I have =IF($B3<=D$1,$A3/$C3,0) however if my start month is 1 and my duration is 5, I need the costs to stop after May. I've attached a sample file. Calculate based on start month and duration.xlsx
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May 25, 2007
I seek advice on using the value of NOW() as a record ID in an address book program. Question #1: Do Excel developers often use a record ID? Question #2: What record ID schemes are fequently employed besides date/time? I have decided to create an Excel address book as an exercise to increase my knowledge of VBA, and also as a useful application for work.
I realize that a record ID is not essential in Excel in the way that it is essential in Access, but I feel the need to have some unique ID associated with each address, so that I may have different worksheets, with data related to a given Contact, sort and manipulate it, if necessary, but have the record ID as a way to restore the relationship of rows to a given Contact, and also, as a handy way to examine the data in the date/time sequence in which it was entered. I have experimented with the following code, to assure myself that I can access the number returned by the NOW() function, manipulate it as a string, and format in various ways if necessary.
Dim n As Double
n = Now()
sn = Str(n)
p = InStr(sn, ".")
first = Left(sn, (p - 1))
l = Len(sn)
d = l - p
S = Mid(sn, (p + 1), d)....................
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Mar 16, 2014
I am creating an asset management sheet. For the formula I am trying to work out there uses 3 fields : ID, start date, and end date.
What I want to do is be able to show if the ID is duplicated within another record with an overlapping date. So an item is flagged if it is in the list within the same dates as another record. I tried a few countif formulas but with no success.. I may just be approaching the problem incorrectly though.
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May 26, 2009
I am looking to create a macro that will create a new sheet when data is added on a summary sheet. Example.
1. Summary sheet called "Variations" contains columns that will contain the information needed for new sheet (Columns A to D)
2. When data is entered on "Variations" sheet: Column B, then macro automatically creates new sheet renamed to e.g. VO1 (Number used on "Variations" tab) and is a copy of "Master" tab.
3. Data entered in Column A to D on "Variations" tab is automatically entered onto new sheet created (e.g VO1). Shown is blue on attached file. Additional data is updated on "VO1" sheet and this then links back to "Variations" tab
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Mar 20, 2009
I'm trying to find a macro that will run allowing the user to select a 'starting record number' and a 'finishing record number' when printing.
I have a spreadsheet that feeds from a master list in excel, from over 5000 records.
I need to print the s'sheet with any given indivdual record's information at any given time.
Individual prints are fine. However if I wanted to print from record number 1500 to record number 3000 it would take me all day.
Is there a way I can set up a macro so an option form pops up? allowing selection of "From record" and "to Record" ?
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Dec 23, 2008
I m trying to write a formula for my financial model. If anyone can take a stab at a solution. I'm trying to write a formula that will equally distribute revenue either over the next 1 month, 2 month or 3 month period depending on size of the deal.
Details:
Sales will fit in 1 of 3 categories. Less than 25k; between 25k & 100k; greater than 100k.
- if under $25K, recognize in next month (month N+ 1)
- $25K-100K, recognize in two equal parts in months N + 1 and N + 2
- over $100K, recognize in three equal parts over 3 months
N + 1, N + 2, N + 3 ...
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Jan 6, 2007
Im trying to record a macro that will enter a formula in a cell each time I run the macro
Drop the Lowest2:
=IF(ISERROR(AVERAGE((SUM(C5:L5)-MIN(C5:L5)-SMALL(C5:L5,2))/(COUNT(C5:L5)-2))*Scale!$B$2*10),(IF(ISERROR(AVERAGE(C5:L5)*Scale!$B$2*10),"",AVERAGE(C5:L5)*Scale!$B$2*10)),AVERA GE((SUM(C5:L5)-MIN(C5:L5)-SMALL(C5:L5,2))/(COUNT(C5:L5)-2))*Scale!$B$2*10)
Drop Lowest1:
=IF(ISERROR(AVERAGE((SUM(C5:L5)-SMALL(C5:L5,1))/(COUNT(C5:L5)-1))*Scale!$B$2*10),(IF(ISERROR(AVERAGE(C5:L5)*Scale!$B$2*10),"",AVERAGE(C5:L5)*Scale!$B$2*10)),AVERA GE((SUM(C5:L5)-SMALL(C5:L5,1))/(COUNT(C5:L5)-1))*Scale!$B$2*10)
I know I can write the formula in a simpler way, but I was asked to make it like this.
The problem is that when I enter the formula in the cell while recording. I got a message: "Unable to record" so this part can't be recorded
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Sep 1, 2009
This problem seemed to revolve around "digital signing" with further macro changes done from a different machine (without the proper certificate). Excel warns of the problem and then "unsigns" the project.
I've got a problem with spreadsheets that I've been working on. Now, when I tell it to record a macro, I get the macro name, shortcut assignment dialog box and then an error "Unable to record." After "Ok"ing that dialog box, the normal recording macro dialog comes up. Also, lo and behold, there will not be a macro recorded.
I've got no protected cells or sheets and it doesn't matter what security level is set. It is a "signed" macro but I can take off the signature and still have the problem. I checked for "Help - About" for deactivated modules and there was none.
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Jan 28, 2010
I have a spreadsheet that is now a yeare old with 5000 rows and is now going into the 2nd year
Column A is for date input and the same date can be repeated several tumes :-
1 Jan 09
1 Jan 09
1 Jan 09
1 Jan 09
2 Jan 09
2 Jan 09
3 Jan 09
3 Jan 09
3 Jan 09
Sometimes there are all 30 /31 days but normally not .
I need to find the last ocurance of the last date used for each month and then use the cell number to calculate the column totals for that month.
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Dec 25, 2013
Need to create year to date sales comparing 4 years month by month. Stacked chart (Excel 2010) works OK for the first three months but adding the fourth month changes the chart to 4 series with a monthly axis. To put it another way I need a vertical axis of years and a horizontal axis of $$$ with each months sales of each year stacked on its year.
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Jul 10, 2014
I have created a time sheet in excel (see attached) that will be part of the larger workbook that will be linked with other sheets to auto fill in most fields. I am wondering if there is a way for an user to enter a Month and a Year at the top of the page and that in turn automatically fills in the days of the month by week.
So in attached sheet there are 5 boxes representing 5 weeks in a month. So if we used May 2014 as an example I would like to know if there is a way that once May 2014 is entered in up to top that. Excel fills in the dates in Week #1 with under Thursday showing 1st, under Friday showing 2nd as on for the entire month...
So as the month go by all user has to do is state the month and year and excel fills in the weekly dates for each day in month.
Attached File : Time and Attendance.xlsx‎
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Apr 4, 2013
I am working in a spreadsheet that contains a bunch of data, it is not limited, and varies. It has some fiels such as: name, date of birth, address, and others. I am interested in creating a column with only the month digit of the date of birth for each row.
I have been working with some code, I am not quite sure how to continue. The following table would be a example that I have of the data, it has only to entry in the column of Date of Birth, but my data range will always vary. I want to get the month and past it in the next cell that is available in this case would be column c or 3... The worksheet name is REP.
VB:
Dim Cell As Range
' 1st cell with the posting date
Set Cell = Range("A2")
Do While Not IsEmpty(Cell)
If Cell = "Date" Then
[Code] .....
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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.
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Dec 1, 2012
In a sheet I enter the following:
... in A1 a year (say 2012)
... in A2 a month, formatting as "MMM" (JAN, FEB, MAR etc.)
How to automatically get in column A (say from A3) all the dates of the month entered, formatting as "D/M/YYYY" (e.g. 1/1/2012, 2/1/2012/ 3/1/2012, etc.)?
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May 1, 2006
I would like to create a monthly inventory, based on workdays (Monday - Friday)Myrna Larson has a formula that I would like to use with the workday function, but I don't know how to combine them.
=IF(A1="",A1,IF(MONTH(A1+1)=MONTH(A1),A1+1,""))+ = workday
to fit on the page, I need the dates to be from the 1st to the 15th, and 16th to the 31st. I am not sure how to write this either.
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Mar 20, 2009
I have log data in two columns:
Column A: Date/time (at 30 minute intervals)
Column B: Numeric data
On the last row of each month, I’m trying to perform a SumProduct on the two columns and display that result in column C.
The end of the range is determined by the month in the current row.
I’m having difficulty finding the beginning of the range, though. I need to account for both the normal dynamic calendar days & the fact that I may get data starting mid-day and mid-month.
I have this formula, but I’m not sure how to make the first array dynamic or if this is even correct approach.
Manual
=IF(OR(MONTH(A1009)=A4)*(A$4:A$65536
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Jul 1, 2009
I have a spreadsheet that has columns of monthly values for three years of financial data and where the values for the latest month are added to the last column. Months that have not been completed will have a zero value (e.g. Jul-09).
Jan-09
Feb-09
Mar-09
Apr-09........
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Jan 21, 2010
I have a spreadsheet for monthly supplies. In row 1 is Jan – Dec and in the row 2 below are empty cells where there will be a total for that month’s purchases. I want a conditional format formula to automatically bold and highlight the current month’s total and month name.
Also, when I enter February totals next month and that number is input into February’s total, I want that month and total to bold and highlight BUT I also want the previous month’s bold and highlight to vanish at the same time. Is this possible?
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Jul 19, 2006
Is there a way to make the attached worksheet automatically shade out all the Saturdays & Sundays in any given month everytime you change the Month/Year cell at the top of the worksheet, as example? I've tried using the weekday/Weekend formula, but can't quite get it right.
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Feb 16, 2012
I am trying to add a dynamic date rang to the heading of a table. I can find the earliest and latest dates, and want to concatenate them in the heading...
January 1 2012 to January 31 2012
The day and year (and the other bits) are easy, but is there an easy way to convert 1 to January, without going through a vlookup.
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