Financial Model (formula To Equally Distribute Revenue Either Over The Next 1 Month, 2 Month Or 3 Month Period Depending On Size Of The Deal)
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.
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 ...
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.
I am writing a formula that will sum data for a 12 month period that is not based on a calendar year. For example may have data starting in June 2011 running to date, but not every month. If I set a start date for Year 1, say April 2012, I need to see Year 0 numbers (anything prior to April 2012), Year 1 numbers (April 2012 to March 2013), Year 2 numbers (April 2013 to March 2014), and so on. Date format is currently mmm-yy.
If this could be performed via a macro which references the database (spreadsheet), then even better. The database will contain multiple columns, of which two will contain the date and corresponding number respectively.
We have 5 - six month programs and five - 12 month programs we are going to sell; each have a different price. I Want to insert number of projected sales manually for each month and then have excel distribute/spread revenue evenly over six or twelve months into a separate set of cells. First payment would be received at time of sale.
I have sales data for Clients that has the client name month and year(combined for date) and revenue for each month. I would like to take all clients in a given month and see the average revenue per client and then be able to display that in a bar chart by month. I also have the data loaded into a PowerPivot Data Model.
I am currently tracking our company's service tasks in Excel and would like a formula or method that will take the total hours a task has been approved for and equally distribute the hours into columns under each month.
Column A = Resource Column B = Task Owner Column C = Task Name Column D = Task Description Column E = Approved Hours Column F = Start Date Column G = End Date Column H = Jan 07 Column I = Feb 07 Column J = March 07 etc. etc.
I basically want to take the approved hours (Column E) and have those hours automatically calculated and filled into the month columns (Column H forward), as per the start and end date fields (Column F & G) so the hours are evenly distributed over each month.
i'm trying to find a way to distribute days per month between 2 dates. I have found a great exemple that should to de trick but there is still a problem left in it. it gives in the next year (this case '08) an +31 value and a negative value
i wish to do some conditional formatting. my target for the first 6 months from date activated is 50,000 after 6 months is 100,000. and for those below target, i will need it to be highlighted in red. thus i have 2 sets of conditions.(calculate the no. of months and the revenue).
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.
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.
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.
Dim Cell As Range ' 1st cell with the posting date Set Cell = Range("A2")
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).
I have a spreadsheet for monthly supplies. In row 1 is Jan Ė Dec and in the row 2 below are empty cells where there will be a total for that monthís purchases. I want a conditional format formula to automatically bold and highlight the current monthís total and month name.
Also, when I enter February totals next month and that number is input into Februaryís total, I want that month and total to bold and highlight BUT I also want the previous monthís bold and highlight to vanish at the same time. Is this possible?
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.
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.
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?
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?