Automate Quarterly Calculation
Jul 29, 2009
how do i get excel to automate quarterly calculation? in column A1 I have Year and column B1 i have months (1-12) i have data in column D1 - H124 - I would like to run a macro where it will pick up Jan, Feb, march (1,2,3) for each year in column A and do a quarterly average right now i manually use =(D35*31+D36*28+D37*31)/90 but i would like to avoid human errors can i get excel to read if column B is 1,2, and 3 run quarterly average? and would excel know that in Feb there is only 28days except leap years?
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Dec 8, 2012
I am very new to excel and my formulas dont add up.
I need to calculate based on my quarterly goal and my quarter to date actual sales what my percentage pacing is.
Now the way i did it is =B5/A5
Do i need to add the Quarter date calculations in there because its not giving me the accurate percentage.
Goal Actual Pacing
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May 21, 2014
I am trying to figure out the calculation steps that Goal Seek is doing behind the scenes so I can create the formula rather than clicking on goal seek whenever I need to make a change. I need to maintain certain weeks of supply every week depending on the sales. Let's say i want to maintain 5 weeks of supply every week, I would like to insert a column for "Suggested To Order' column that would change if weeks of supply goes below 5. In this scenario I would do a Goal Seek, but I want to automate the calculation so I don't have to do this step every week.
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Oct 1, 2013
I have the table below and I am trying to automate the YTD calculation.
Jan
1
Feb
1
Mar
1
Qtr 1
3
[Code] ........
YTD
Need to automate.
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Oct 10, 2008
Is there any way to automate the calculation of a single sheet? IE to calculate when moving from cell to cell after entering data without calculating the whole workbook and any other open workbooks.
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Nov 2, 2009
What I am trying to do is get the ROW 13 and ROW 18 outputs depending on inputs in ROW 2 to 5. Inputs in ROW 2 to 5 can have any value in any year. I would like to perform the calculations if the value in column U is 2 (if 1 then no action required)
I don't need ROW 10, 11, 12 separately if that is easier ...I am interested in getting the ROW 13 basically.
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Jan 27, 2014
I am trying to convert quarterly data to monthly
The quarterly data columns go: Mar-14, Jun-14 etc
The monthly data columns goes Jan-14, Feb-14 etc
I am trying to use a vlookup and match formula but as you will see in the attached file it is only working for those months that are labelled in both data e.g. March 14, June 14
Is there a formula that will pick up for example that January and February numbers should be drawn from the March 14 quarter, April and May from June quarter etc?
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Feb 5, 2014
Each quarter should have the bars standing next to each other, i.e. Q1 2013 should stand right beside Q1 2012. Between these pairs of quarter there should be a small space and the the next pair, Q2 2013 and Q2 2012, should be. So how do I do this?
When I use data without stacking several info in the same bar, this isnt a problem but when I have this "aaa, bbb,ccc,ddd" in every bar, this gets messed up.
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May 13, 2014
I am building a Discounted Cash Flow.
I have monthly cash flows rolling for 10 years, which I need to sum up into quarterly cash flows.
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Oct 21, 2009
I use Excel 2007 , I created Interest calculator , on Daily basis , to caluculate interest , compounded quarterly.
But I want to make it compact , as d one I created is long enough.
A3 = Principal Amount
B3 = Date of Investment
C3 = Interest as on Date
D3 = Number of Days , amount Invested {comes out of formula set}
E3 = Rate of Interest
Now in F3 I want the Interest amount , compunded quarterly.
Some times NUMBER OF INVESTED CAN BE LESS THAN 90 DAYS TOO...then what ?
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Apr 15, 2014
I need a formula that will provide monthly and quaterly averages from another worksheet, but only include the months that have occurred. I have the formula to obtain both the averages and quarter totals, but it is counting all months w/in the quarterly range before the months have occurred.
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Aug 7, 2014
summarize quarterly data in the summary table taking into consideration the months and the district. see the attachment for a more clear picture.
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Feb 26, 2014
My lookup formula is not hitting the correct period. How can this be adjusted without changing any of the "GRAY" data.
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Jan 20, 2014
generating a formula that takes the weekly values in a quarter and uses them to generate a quarterly average. Quarters are split up as follows.
Q#1: 09-11 (First week of September-last week of November)
(Used to generate price for January)
Q#2: 12-02 (First week-Last week)
Q#3: 03-05 (First week-Last week)
Q#4: 06-08 (First week-Last week)
I've attached an excel sheet with some dummy data.
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Jan 5, 2012
I have a column that contains dates for an event. I would like to tally quarterly and yearly totals for these dates. What formula can I use to accomplish this?
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Jan 19, 2007
I have a sheet with daily data starting from 01/01/2000. I want to calculate daily averages for each quarter (i.e 2000Q1 value will be the average of values between 01/01/2000-31/03/2000, 2000Q2 will be average of values between 01/04/2000-31/06/2000, 2000Q3 average(01/07/2000-31/09/2000) and 2000Q4 will be the average of (01/10/2000-31/12/2000) etc. for all years afterwards.
I want to have the values in the corresponding cells starting with range ("e2")
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Jan 27, 2014
I'm lookng for a way to add functionality across tabs in a spreadsheet where if you put a date and $ amount in different cells on an expense sheet, it recognizes the date of the amount input and it shows up in another tab with a list of monthly expenses.
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Feb 4, 2009
I am currently trying to manipulate date ranges for monthly and quarterly reports, and am having trouble doing this. I have attached a file with an example of what I would essentially need.
I would need the "Nbr of Projects", "Nbr of Days worked", "Nbr of International Projects" and "Nbr of Local Projects" cells filled in under each respective report, based on the data in the top left.
If a project falls in two months, such as "18.12.2008 to 15.01.2009", this would be treated as 1 project for December and 1 project for January. Also, I would need only "NETWORKDAYS" included in the solution, so 11 days in this example.
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Dec 31, 2013
I have data table with sales numbers by product, its wheel base, and over platform for months ranging from Aug 2013 - Nov 2013. This data table will populate with the complete month sales numbers after the month has finished going forward.
I have a table to the right of the listing the sum totals for each product (by wheel base and platform) by each quarter (rolling).
Now I need building a sumproduct average to calculate the quarterly average. This is not that simple because not all products (platform/wheel base) were available the entire quarter.
Also PLATFORM 3 in the tables are grouped - instead of listing platform 3a and platform 3b - using this in the formula:
(LEFT($D$2:$D$100,LEN($J9))=$J9)
Because not all products were available for the entire quarter - and the formula will need to count how many months that product, platform, wheel base was available during that quarter I'm guessing "=MOD(MONTH(A1)-1,3)+1" this may have to be used to count the number of months into the quarter the product was available.
Attached file. [URL] ........
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Feb 21, 2014
How to form sub-totals quarterly in a typical list of transactions. Twist being it is not calendar year quarters but quarters from from 5 April to 5 July, 6July to 5 October etc. Typical table columns looks like:
Date Amount Transcation
5/4/14 200.50 bolts
7/5/14 50.10 screws
6/6/14 10.00 bolts and nuts
--------------------------------------------
SubTotal 260.60
12/7/14 10.00 bolts and nuts
10/8/14 40.00 rivets
4/10/15 10.00 screws
--------------------------------------------
Sub Total 60.00
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May 22, 2014
I'm using a stacked bar chart (in Excel 2010, running on Windows 7) to create a simple Gantt-type chart - with just four or five bars. I've got my chart looking most of the way I want it to, but one thing still eludes me: I'd like to set up the major axis ticks to be quarters of the year (from 1/1/2011 to 4/1/2013). Since quarters are not regular intervals (they are not exactly every 90 days), I can't do this using Excel's standard functionality for choosing axis tick marks.
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Oct 24, 2013
I have a data series running horizontally, which gives me monthly values e.g.
Jan 10 - Feb 12 - Mar 11 etc. Imagine the months are in row 2 beginning from column 2, and the values are in column 3.
I would like a formula which adds the three values, and in row 6 column two gives me the total for the quarter (10 + 12 + 11) and displays 33.
The next quarter value, I would like in row 6 column 3, etc.
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Sep 10, 2012
I was wondering if there is an easy way to convert a cashflow present quarterly into a cashflow presented monthly? I would like to divide the quarterly figure by 3 and insert each third into one month on the monthly cashflow.
In Cell H2 I have 01-Apr-12 and in cell H870 I have 30,000. I would like this to go into cells H900, H901 and H902 as 10,000 in each. This process could then be copied along.
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Nov 19, 2008
make a calculation(addition) and use the answer to multiply against another addition calculation....
The sum of (Monday!A1:A4) multiplied by the sum of (Monday!B1:B4) plus (Tuesday!A1:A4) multiplied by the sum of (Tuesday!B1:B4) and so on.
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Jan 26, 2010
I create a schedule based on abbreviations which is given to staff. Then this is retyped up with actual times and put in a schedule book that is the final product. I am trying to automate this change from one sheet to another
n = night shift = 2330-0800
D = day off
etc, etc
I have alot more abbreviations, but I hope I just need some advice and can figure it out from there....................
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Feb 11, 2009
I have a workbook that I use for my purchase orders which is pretty simple. Each row is a separate PO, with 10 columns (po#, description, cost, date, etc.).
Is there a way to automatically generate new workbooks that contain all of the info from each individual row? For example: if I have 100 rows on my spreadsheet, which means I've issued 100 POs, then I want to have 100 individual xls workbooks, with the filename for each workbook representing the PO #s (206904.xls, 206905.xls, etc.).
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Feb 22, 2007
Dont know if this is possible. I have a spreadsheet where cell A1 contains a value which is not fixed and can change daily, the value can increase and decrease. At present at each month-end I manually record the position of cell A1 at month end in cells C1 through C12 repsenting the 12 months of the year.
Example:
A1 @ 31/01/07 = 50 therefore cell C1 = 50
A1 @ 28/02/07 = 45 therefore cell C2 = 45
and so on for 12 months
what I would like to do is automate this process to automatically capture the value at month end into cells "c" and once captured, the figure to remain absolute for that cell/month and to ignore changes in Cell A1 that may subsequently occur.
Could this be done by date formula?
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Nov 9, 2011
I have a VBA Macro that starts with a user form that gives me two options. I always need the same option selected, so is there a way to automate this? I want it to select Option B and click "OK" automatically. I don't want to get rid of the user form completely in the background because it has some other functions that need to remain intact.
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Feb 2, 2013
Is it possible to set up 2 tables whereby if you change a field in 1 table it automatically cuts and pastes a row of info in to another table. Or possibly by clicking a macro hot button? E.g. An entry in 1 table is no longer 'live' so moves to the 'archived' table when a field is changed.
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Oct 27, 2006
I find that the picture toolbar opening automatically when I click on a picture useful (sometimes).
Is there anyway of automating other toolbars to open (such as 'chart') when I click on an object?
I've been looking at various add-ins in google - but can't find one to do that.
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