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)
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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.
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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.
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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.
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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.
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Oct 25, 2009
Is there an in-built function within Excel that will help me ascertain what year is next year, and what year is the year before current? I am using =YEAR(TODAY()) to ascertain what year we are currently in, but cannot figure out how to go one backwards and 1 forwards?
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Feb 3, 2006
I have an issue within Excel and I really hope you can assist me in cracking it. Let me try to describe my problem;
I have a given date, e.g. January 22, 2001
With this date I need to add 4 years, so I simply did cell * 1460 (as that is 4*365), so I end up with January 21, 2005. So far so good...
Now I want to know the Fiscal Year which this month is in.
Example, fiscal year 06 is from June 1, 2005 - May 31, 2006.
This means that I need some kind of calculation to see in which Fiscal Year this date is. In my above example (January 21, 2005) this is FY06, but June 1, 2006 would be FY07.
How can I do this? I experimented with using Year() and Month() and then do some logical check with IF, but I can't crack it... Who could help???
When possible the solution should not have hardcoded years, so even if I enter a date in August 2050 it should still say FY51.
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Dec 3, 2008
I'm calculating sick days on an Attendance Report.
- Sick days accumulate at a rate of 1.25 per month.
- Employees will carry-forward unused sick days from 2008.
- The maximum sick days is 30.
In trying to create a formula that will multiple the current month (eg Dec=12) by 1.25, subtract any sick days taken YTD (S16), and add the carry-forward days from 2008 (W16), I noticed one problem with the following formula:
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Aug 3, 2006
What I am trying to to is calculate the number of Years, Months, Weeks, and Days from one date to another. So far I can calculate years and months accuretly but I'm having trouble with the days and can't seem to figure out how to do the weeks.
I'm using the formula: =DATEDIF(B1,B2,"y")&" Year(s), "&MOD(DATEDIF(B1,B2,"m"),12)&" Month(s), and "&(MOD(DATEDIF(B1,B2,"d"),365))&" day(s)"
B1 is the current days date
B2 is the entered date
What I am getting when I enter the date 9/14/09 with the current date (8/3/06) is 3 years, 1 month and 43 days. when it shoud only be 3 years 1 month and 11 days. Any date I enter the days are not right. I can't seem to figure out what I am doing wrong. Also I'd like to get the weeks to come up also. Such as Start date 8/3/06 Entered date 10/19/09. What I want to see: 3 year(s), 2 month(s), 2 week(s), 2 day(s).
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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
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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.xls‎
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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.xlsx‎
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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)
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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.
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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
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Feb 27, 2009
DATE function won't return TODAY()'s year in the "year" slot.
Is there a way convert, for example, 2/8/1963 to 2/8/2009 without using Concatenate?
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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?
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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.
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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.
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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?
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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.
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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.
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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.
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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.
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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...
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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.
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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
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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.
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Aug 15, 2014
I have data that is linked and is updated automatically. I am trying to use named ranges for the rolling data for each area and my date range is 5 cells using the Today()-5,4,3,2,1. The dates are rolling fine, but I cannot get the data to update, it stays the same from day to day.
look at this and see what my error is? cookies and kudos(no password on the unprotect)
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Feb 5, 2014
[URL]
Alas I need to put more dynamics and fill this data set from other sheets, so I'm putting formula into column A, and this force chart react and insert another category.
In other words I want to have this fill only if data present on different tab(worksheet).
That what I have now:
[Code] ........
COUNTA
Counts the number of cells that are not empty and the values within the list of arguments. Use COUNTA to count the number of cells that contain data in a range or array.
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