# Rolling Report For The Whole Year

Sep 22, 2009

What it is, I have a rolling report for the whole year, each with a score for the week.

However, it needs to show the whole year, but I need a seperate box with a summary of only the last 4 weeks on a rolling basis, ideally this would automatically update depending on the week.

## Rolling Year Calculation

Mar 28, 2007

My employer uses a scoring system to give a value to an individual’s sick record in the current rolling year.

Each person, has recorded, the number of sickness occasions and the total number of days in this rolling year period, these details go onto the final sheet where a score is calculated.

At present to get an accurate period, I have needed manually to deduct days to produce the correct time frame, ie 27/3/06 to 28/3/07 or when the sikness carrys on into the folling month.

I have tried without success to modify the rolling year formula, which as it is, will include the whole of March 06.

The formula is

=SUMIF(B5:D49,">="& DATE(YEAR(TODAY()),MONTH(TODAY())-12,1),L5:L49)

## Track Attendance Points For Rolling Year

Nov 8, 2013

I've started with an Attendance tracking template that I found in Excel. My company has implemented an attendance policy where each employee is allowed up to 10 points before they are terminated. A 1/2 point is given for arriving late or leaving early and a whole point is given for an unscheduled absence. The points stay on the employee's record for one year, after that time period it drops off their record. We want to monitor each employee's cumulative points.

So, I'm looking for a way to look back 1 year from the current date and add up the cumulative points over that period.

## Updating Rolling 3 Year Charts Automatically

Aug 28, 2012

I have just been asked to update a file on a quarterly basis which contains a large number of charts based on the performance of various funds against their respective benchmarks. In column A I have dates going back to 2008 and then the fund and benchmark figures in the next columns. Each quarter there will be a need to update the charts to the new rolling 3 year period, i.e. in October when I update the file, the charts will need to show the results from 30.09.09 to 31.09.12

As there are 20 charts this can be quite time consuming? The charts sit on the same tab as the data, under the columns at the bottom.

## Calculating Totals From A Date Range On A Rolling Calendar Year?

Feb 25, 2010

I have a spreadsheet that tracks “points” for hourly associates on a daily basis that totals weekly and monthly. This spreadsheet works on a rolling calendar year instead of a fiscal and I need to be able to capture the totals for periods of time by days.

For example, I would need to view how many points ‘employee x’ has from 2/25/09 through 2/25/10. I have attached the spreadsheet, which includes tabs for each week ending and a summary page.

## Sum Report Based On Month & Year

Sep 5, 2007

I would like to calculate the sum of investments based on their expiry date and have the totals per month (and year). I have a table that looks like:

TermInterest rateMaturityBalance
24 Months7.12%11 November 200740,000.00
12 Months7.74%13 November 200750,000.00
24 Months7.05%10 January 200853,889.12
12 Months7.85%11 January 2008120,000.00
12 Months8.02%22 March 200817,000.00
36 Months6.68%30 June 200832,000.00

I'd like to have something like:

Nov 07 90,000.00
Dec 07 0.00
Jan 08 173889.12
and so on...

Admittedly I am an Excel novice, so excuse me if my question is dumb and has a simple answer (actually I hope it has :-) but I have tried to find a solution by searching forums, my books, online help, I tried my luck with sumif and SUMPRODUCT functions, even used the conditional sum wizard, but I can't get it right

## Report Monthly Worksheets As Year-To-Date

Dec 3, 2006

I have a workbook with 12 sheets for monthly results and a Year to Date sheet. For presentation reasons, the monthly results are listed as seen in the first three worksheets, but I want the YTD results to be structured as seen in the fourth worksheet. I have shown how I am currently achieving this in the "Call" section of the YTD sheet, but as there are 12 months and many more variables in the original workbook, I'm wondering if there is any easier way than the one I'm using.

## Pivot Table Report Daily Data & Group Same Days In Year

Feb 23, 2008

Last week I posted a question related to formatting a cell to return a Day of the Week versus a numerical representation IE "Wed" instead of 02/20/2008 12:00AM. The solution provided worked for me:

1) Format cell to DDD MM/DD/YYYY HR:MN. Cell range (A1:A500)
2) Format destination cell with DDD. Cell range (B1:B500)
3) Destination cell (B1) = to original cell A1
4) B1 displayed data as "Wed"

However, the issue I still have is; I wanted to create a pivot table summarizing a year activity by Day of Week (in other words 7 entries for the year) and the pivot table still recognized all the MM/DD/YYYY. I ended up with a table displaying every day of the year instead of a yearly summary by Day of Week. Is there some way to strip out all the other numerical data from the new column I created to run a pivot table by Day of the Week for a whole years activity?

## Creating Individual Report Cards (worksheets) Based On Template For Report Card

Aug 30, 2013

I have two worksheets in my report cards:

1) Data - the students are listed in Column A, math scores in Column B, reading scores in Column C and science scores in Column D. The grades of 300 students are entered in this sheet.

Student
Math
Science

Jimmy
75
84
100

[code].....

2) Report Card template - This is the report card that needs to be generated for each student. It's pulling the student name and grades from the Data worksheet.

Student Name
=Data!\$A2

Math
=Data!\$B2

=Data!\$C2

Science
=Data!\$D2

How do I create worksheets (report cards) for additional students? I have 300 students in the school. I need the next worksheet to reference Data!\$A3. I know how to cut and paste the report card template and then edit =Data!A2 to be =Data!A3 to create a report card for Sally. How do I create the 300 report cards I need?

I've been teaching for 13 years. I can create a report card for each student in my class and edit each worksheet individually for each student. Now I've been asked to do this for the whole school and I don't know how to create the other 299 sheets I need.

## Copy Data From Weekly Report To Monthly Report

Jul 2, 2008

How do you create a macro to copy the information from my weekly reports to a monthly report and be able to update automatically. If you had 4 worksheets (for each week of the month) and 1 mastersheet for the whole month in a workbook. All titles are the same and If you needed to copy all the data that is in the columns, say, A through I, starting with row 4 to however many rows are in a given week. The reports can be made up of numicerial values, text and dates. Let me know if more information is needed or an example worksheet.

## Message To Apear It The User Selects A Year AND Month Less Than The Current Year

Sep 25, 2006

I have two combo boxes: One for entering the Year, and one for the month. I can produce a message if the user leaves either box blank but I want a message to apear it the user selects a year AND month less than the current year (iYear) and current month (iMonth). I therefore need an AND statement between the two criteria but i dont know how to do it.

'....First Checks the Comboboxes arent blank then below Checks a future month/year secection is chosen

ElseIf YearBox.Value = iYear & iMonthbox < iMonth Then
MsgBox ("You may not enter Data before the current Month")
Else '...... Run main code here

## Formula To Compare Previous Year To Current Year

Dec 8, 2013

Looking for a formula to compare current year values to previous year values. For example, if the current year has values for the month of January through March (100, 100 and 150), current year value will be 350 and the previous year value will be 975 (i.e. 300+275+400). The aim here is to make the previous year months summation equal to the present (or current) values. As new values are entered for the current year, the previous year's values will have to change to reflect the new month's value entered for the current year.

Month 2012 2013
Jan 300 100
Feb 275 100
Mar 400 150
April 650
May 454
June 800
July 500
Aug 375
Sep 525
Oct. 300
Nov 410
Dec 510

Sample file is attached : Comparison_Years.2011.xlsâ€Ž

## Change Year But Keep Month The Same Based On Current Year

Mar 8, 2014

I am working on a budget for myself and want it to have running dates so the first data column will have the current month. I was able to succeed with this using the EOMONTH function followed by EDATE functions in the following cells, I then have these columns filled using a nested VLOOKUP MATCH function pair.

The problem I run into is with the months that extend into the next year, in my data table I have month by month listed started on 01/01/2014 ending 12/01/2014 but as soon as the month is no longer January the last column in my budget cannot find the information needed due to it looking for 2015. so what I would like to know is if there is a way to make the data table change the year to the following year after today is beyond that month, so for example on March 1 2014 both January and February would be changed to 2015.

Attached is an example : Budget Example.xlsxâ€Ž

## Date And Month From A Column And Year Should Take Current Year

May 14, 2009

I have dates in my column “A”, for example (A1 cell =22-Mar-1971), (A2 cell=30-Dec-1965). Now my requirement is in B column date and month from A column and year should take current year. Output in B column (B1 cell =22-Mar-2009), (B2 cell=30-Dec-2009)

## Report Structure (create A Report Either By Using Or Without Using VBA)

Apr 12, 2009

find the attached Example file. I need to create a report either by using or without using VBA.

## How To VBA Activecell Value Year Equal To Current Year

Dec 13, 2011

I am trying to do an IF statement, if the activecell's value is equal to this current year, do nothing and if its not the current year, to offset one column to the right and insert a blank column, then copy the whole column to the left and replace it with the new blank column.

## Look Up The Date To See Which Year It Falls In And Return The Year

Oct 13, 2008

i have the following table of information

Year DOB
7 01.09.96 -31.08.97
8 01.09.95 -31.08.96
9 01.09.94 -31.08.95
10 01.09.93 -31.08.94
11 01.09.92 -31.08.93

and a list of dates i need to look up the date to see which year it falls in and return the year

## Convert Date From Any Year To Current Year

Feb 27, 2009

Is there a way convert, for example, 2/8/1963 to 2/8/2009 without using Concatenate?

## Line Chart With Year On Year Comparison

Sep 29, 2006

I know that in order to draw a chart where a data line for a certain period is compared with the same period the previous year, one should have the 2 sets of data of different year side by side columnwise. However, is there a way where I could still churn out the same line chart when the data is all on a single column?

## Year Converted Into Decimal Year

Oct 21, 2009

1. I need to convert a year into a decimal year ie. 1830 into decimal year (I don't have a month, just year)

2 Year/month into decimal year/month

I just not sure what to do, is the year stored as a number/text/date. What should it even look like? Does 1830 display as 1830.00 using excel.

## Add Value From Last Year To Total On This Year In PivotTable

Oct 22, 2007

I'd like to know a formula which can calculate the moving annual total, that is the sum of the last 4 quarters. Now every time the sales from a quarter is known, i have to recalculate the MAT mannually.

## SUMIF Month & Year: Find Total Cost By Month Only For Year 2009

Dec 17, 2009

In attached sheet, I am trying to find total cost by month only for year 2009. Currently formula I have in Cell c24, is {=SUM(IF(MONTH(B2:B9)=1,D2:D9,0))} But this calculates for all years, not just 2009. How do I modify above formula, so for each month, it shows total cost but only for 2009?

## Change Total Formulas For All Tables At Once To Show Either Year-to- Date Or Total Year

Oct 15, 2007

I have a sheet in my workbook with at least 180 small tables, there may be more.
I woulds like to be able to change total formulas for all tables at once to show either year-to- date or total year.

For example:
If we have only progressed through the second period of the year, I would like to choose something to indicate period 2. At other time I may want to know the total year whether the periods are completed or not.

## Rolling Average VBA

Jul 30, 2013

I have a spreadsheet which has data in the format of:

Date
Sales

Monday, 8 July 2013
191

Tuesday, 9 July 2013
180

[Code] ....

I calculate the average of the last four weekdays individually with =Average(A1,A8,A14..) in a cell above them to get a four week average.

Each time I add a new weeks worth of data, I manually adjust the formula to remove the first cell, and include the latest cell with new data.

I'm looking to find out if there is a way I can automate adjusting the formula so it always grabs the last four Mondays (for example)? Either in VBA or a formula.

## Rolling Averages

Jun 5, 2007

I am working on a spread sheet and am trying to use rolling averages of the last 3 months. I am using worksheets for each month with a final worksheet containing the 3 mo. rolling average. I tried using a formula with OFFSET and it worked fine if all the data was in 1 worksheet, but did not work for multiple worksheets averaging to another worksheet in the same workbook.

## Rolling Average

Apr 19, 2009

Could you please supply a formula that will calculate a four week rolling average of column B in relation to the dates in column A? I tried using the average and offset functions but can't quite get it to calculate the correct averages.

## VBA Rolling Add 1 In Total

Dec 30, 2009

Is there a way to make a VBA code where everytime I run this macro it adds 1 to a cell and keeps a running total?

Example:

E17 currently = 0

Running the macro makes it display 1
Running it again makes it display 2 etc...

## Rolling Formulas In VBA

Feb 12, 2009

I have a column of data (Column A) and I'd like to build first the Average of the first 20 data points (like in an Excel spreadsheet, cell B21 will contain the average(A2:A21), cell B22 will contain average(A3:A22), and so on... rolling).

I looked up on the internet, but I simply don't know how to start with, I mean, how to name the new array and make it rolling.

Then I will need to calculate STDEV for the same interval, and then Zscore ((Value - Average)/STDEV), but I guess it comes automatic once you made the first part.

## Rolling Average 12 Mth

Mar 25, 2009

I'm looking for some help to create a rolling 12 mth average. To explain better I have added a copy of the part of the sheet to help you understand what I am working with.

What I'm looking for is the 12 mth average to show up in cell c26. I have the mths listed in cell A2-A25 and the data I want averaged is in C2-C25

An additional problems is that I only want the 12 mth avg calculated if data in the next mth is greater than zero. Meaning since this month is Mar-09 (which is already collecting data) I dont want to include Mar-09 data yet. I only want to know Mar-08 to Feb-09 average. Once data is returned to Apr-09 then I want the average to show for Apr-08 to Mar-09 and so on. I dont what is better to use vba code or a formula which ever is easier.

Or if someone has a better idea please share.

PalletsTotal Orders PickedJan-083547Feb-083031Mar-083616Apr-083472May-083562Jun-083850Jul-083293Aug-082753Sep-083821Oct-083269Nov-082920Dec-083203Jan-093072Feb-093275Mar-092902Apr-090May-090Jun-090Jul-090Aug-090Sep-090Oct-090Nov-090Dec-090Average3342TL ErrorsPercentage

## Rolling Sum Fomula

Aug 13, 2009

I need a formula to give me a ROLLING SUM of the last 12 entries in a column, to give a rolling year sum.

Each month a new number would be added to the column at the end just before the rolling sum calculation.

The formula then would sum the new entry plus the preceding 11 entries.
E.g. Cell values as follows: A1=10, A2=6, A3=3, A4=9, A5=4, A6=5, A7=13, A8=2, A9=7, A10=1, A11=14, A12=5

Say the sum is in cell A13, the sum=79.

A row is inserted above A13 and 7 is entered.

Now the sum calculation is in cell A14 and the calculation is from A2:A13 which equals 76.