Summing YTD Depending On Month?
Oct 1, 2009
I have a spreadsheet with a year’s worth of data in. The columns are months (Jan, Feb, Mar etc) and the rows are people (A, B, C etc). There is a YTD column at the right.
I will be updating a cell at the top with the current month.
I want to be able to sum the YTD figures depending upon the date at the top. For example, the date at the top is Aug, so I want to sum Jan to Aug, if I change the date to Sep then I want to sum Jan to Sept. This way I will be able to automatically calculate YTD on a pre-populated spreadsheet, just by changing the date each month.
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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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Dec 4, 2012
I have a set on 300 values and I want to sum the 290 smallest numbers. Is the a function or combination of functions that can give me that result?
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Jul 27, 2009
is there a formula I could use to total for each month all of the e.g. C3303, for each of these categories as detailed in the table at the bottom
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Jan 23, 2007
I have a weekly forecast for what will be sold for the upcoming year and want to sum the quantity by months. For example, 1/6/07 sell 351 units, 1/13/07 sell 315, 1/20/07 sell 1,165, and 1/27/07 sell 328 units so Jan would return 2,159. To avoid future user error, I'd like to sum by month without the basic sum( range) formula and have tried the following SUMIF statement:
=SUMIF(Weeks,"=Jan*",Widget_Qty)
That returned zero. I formated my Weeks to look like "6-Jan-07" so I thought that the month name could be used as a text but this was also wrong. I also tried changing the month value from text, i.e. Jan to a date value displayed as a "mmm" but failed again.
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Nov 4, 2009
Please see the attached example.
I am working with Office 97 and I know that if I had Office 2007 this question could be easily answered with the "SUMIFS" function. But since Office 97 doesn't have that formula I need to find another way to accomplish what i am trying to do.
In the gray boxes I need a formula that will sum the amounts for each customer for each month. For example, the total amount that shipped to customer A in October is 180.4.
I will be applying this to a much larger amount of data, so please do not provide a formula that only works for the data supplied in this example. I will be continuously adding more info to my list over time and I want the count to automaticaly include the data when I enter it.
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Mar 31, 2014
I am looking sum formula to display my data with 3 criteria (display by this month, until this month & until last month) based on header column/correspondents, then in cell L3 as selected month display..
For further information, check workbook attached...
SUM 3 MODELS MONTH.xlsx‎
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Mar 4, 2009
I'm trying to get the pink cell in THIS sheet to match up with the correct MONTH'S TOTAL in the pink highlighted column in THIS sheet. i couldnt figure out how to explain it any clearer.
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Jun 3, 2014
Is there anyway that when I choose (for example, Jan) the result shows the sum of January numbers. On the other hand, if I choose Feb, the results would be the sum of February. See Mar on cell C8 and Feb on cell E15.
A
B
C
D
E
1
1st
2nd
3rd
2
Jan
1
2
3
[Code] .......
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Dec 10, 2012
I want to make continuing serial numbers in excel in order to print labels to be able to track my deliveries. i know i can drag the fill cursor to automatically make it go the next number. however i also want my serial number should represent the month and the day the invoice was printed.
for example i want the serial number should be
column a (Jan 01) column b (Jan 02 ) column c (Jan 03)
a1-01-01 a1-02-01 a1-03-01
a1-01-02 a1-02-02 a1-03-02
a1-01-03 a1-02-03 a1-03-02
The first number represents the month (example -a1 for Jan)
The second number represents the day and
The third number represents the invoice
How can i make that when i pul the cursor down it should continue with the invoice number
However when i continue right it should move the day number?
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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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Jan 27, 2014
In a macro I want to automatically insert a formula in several cells. The formula depends on other cells, and I want to be able to manipulate these cells with variables. Here is my code:
[Code] .....
All my variables are declared:
Sheets("DATOS YTD 2014").Cells(I, Semana + 1) is the cell I want to be able to chose due to the variables
Sheets("DATOS YTD 2014").Cells(I, 3) is the reference cell for the VLOOKUP formula, that will vary with I
SheetMonth.Range("B3:W172") is a range in the sheet SheetMonth which is fixed
The error message I receive is the following: "Run-time error 13, Type mismatch"
I precise that the next step is to make the ",6," part in the vlookup formula also variable... but I guess once my current issue is solved this one will be a piece of cake.
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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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Feb 4, 2009
I have a database that I export to excel every month. The export process is built in the database software (ACT!2009). The export opens Excel with the standard Book1.xls file name. All the field columns will be the same every month.
Goal:
I need to format the spreadsheet to make it more readable and have been assigned the task of:
1 - Inserting a blank row between each row that contains data and filling in with color.
2 - Resizing the blank row to make it look like a "thick" border.
3 - Auto adjusting the columns to correct size.
4 - The last column contains comments and needs to be wrapped text.
5 - All of this needs to fit on 1 sheet (landscape).
Issues:
1 - Each month there will be a different number of rows.
2 - I know I can create a macro to do this but the macro that I would be creating will be in a saved template or spreadsheet. How could I use a that recorded macro in a spreadsheet that is called Book1.xls?
I have attached 2 spreadsheets. One called Book1.xls which is the raw data after exported and the 2nd spreadsheet called Formatted which is the end result that I am looking for.
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Oct 24, 2011
My data sheet has a Month column, and those months are simply numbers one to twelve. They are formatted as plain old numbers. The data is coming from somewhere outside Excel.
How the numbers look in the data sheet doesn't matter. But I use this data to generate pivots, wherein the months are the columns. I want it to say Jan, Feb, etc. across the top of the pivot.
I realize that I could just loop through the raw data and convert the numbers to text. However, I want the pivot table to recognize this data as dates, so that I can do date-related stuff, such as the date grouping described on p. 85 of Jelen's Pivot Table Data Crunching book.
If I go into the raw data and try to convert the cells to the mmm format, they all convert to January.
I'm aware that formatting doesn't translate from raw data to pivot table anyhow. But it's not clear to me how I can use the date field grouping functions without somehow showing Excel that these are dates. Or is the pivot table smart enough to realize that just by the names, even if they are formatted as text?
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Aug 14, 2012
I have a range of dates in c1:c285. I have a range of liters sold on those days in e1:e285. I want to total the liters sold per month for the 2 year period.
I was trying to use =SUM(IF(MONTH(c1:c285)=1,e1:e18,0))
However this just returns a "value" comment. I think even if this worked it would add the months together for the 2 years so both June figures would be returned as one figure.
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Jul 28, 2008
I have a range of dates from 2003 to 2012. I formatted them to the 'Mar-01' option, but when I want to pivot on the month, Excel still reads them as the date - example 3/25/2008, 3/28/2008...and so my pivot table has multiple columns for all of the dates present in that month.
How do I truly format my dates so that excel reads them as the month only so that I can then pivot and show 12 columns (months) per year?
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Jan 8, 2014
How to correct this formula to get correct output.
=IF(P9=TODAY(),IF(P9<>"",CHOOSE(MONTH(P9),
"January","February","March","April","May","June","July","August","September","October","November","December"),""))
It's working fine if the year is 2014 but not if the year is different.
Conditions:
If the date is today then only the month should display else blank. The year should be ignore.
For example:
08/01/2000: January
01/01/2000: blank cell
08/01/2014: January
01/01/2014: blank cell
The date is in column 'p' in dd mm yyyy format. In short if the date is current date that is for today '8' then only the month should be display in the output.
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Jun 10, 2013
I use a certain portion of our workbooks to enter the due dates of certain equipment, which are always listed in month/year (e.g. 4/17), and which means that they are good until the last day of said month. That is, a due date of "5/16" is good through May 31, 2016.
I'd like for my users to be able to enter "5/16" and have that cell properly identify as May, 2016 (instead of May 16 of the current year)...more specifically, the last day of May, 2016. All of this so that I can conditionally format any cell where that date has past - that is, if my user enters "5/16" on May 15, 2016, it won't flag.
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