# Excel 2007 :: Modify / Transform Daily To Weekly Or Monthly Data

Nov 14, 2013

I have an excel 2007 script that downloads daily stock data and prices. I do analysis and graph the data.

I would like to keep the download the same, but modify my analysis so as to obtain weekly and/or monthly data.

I am sure this is commonly done, and is not rocket science, but so far I am baffled as to the procedure / algorithm to do this.

## Summing Daily Weekly & Monthly Totals

Feb 26, 2009

I assume there's a database (or pivot table?) solution for my task, which is to detect the days, weeks and months within a very long table, and obtain the totals of the data therein.

See attached worksheet.

## How To See Percentage Of Items Received Daily / Weekly / Monthly

Apr 20, 2013

I'll use following as an example.

I work for a supermarket, I receive many fruits per day and I want to see what percentage of them are bananas, apples, oranges, watermelons etc.

Are there any templates of pie charts and bar graphs that I can use for this that will show the percentage of said fruits daily, weekly and monthly?

## Excel 2007 :: Pivot Table - Daily And Monthly Field Grouping

Oct 17, 2011

I'm using Excel 2007 and am having an issue with grouping/ungrouping fields in pivot tables.

I have 2 separate pivot tables, both from the same named data source, but summarizing different data selections. Both tables include the date field, I am trying to produce both a daily and a monthly table, but whenever I change the grouping/ungrouping of the date field setting on one table, the other table changes to the same grouping.

Is there anyway to have one table with an ungrouped date field and one table with the grouped to month date field?

## Excel 2010 :: Sales Daily Sales Data To Be Aggregated Into Monthly Data (not Using Pivot Table)

Mar 27, 2013

I cannot solve with Excel 2010 and I have searched all over for the answer.

I have sales data that is approximately daily and would like to count the monthly data and summarize it as an average for the month in a separate column.

For example, I would like to turn this:

3/2/2005 \$xxxx
3/5/2005 \$xxxx
3/20/2005 \$xxxx
4/2/2005 \$xxxx
4/10/2005 \$xxxx

Into this:
March 2005- \$xxxx (monthly average)
April 2005- \$xxxx (monthly average)

I have a feeling some 'countif' formula would work but I am not sure how to do this.

## Weekly Summary From Daily OHLC Data?

Feb 15, 2014

I have daily Open, High, Low, Close stock prices. Separately, I need the same data but in weekly format, so:

1. The weekly open is the open of the first working day.
2. The weekly high is the highest of each of the daily highs.
3. The weekly low is the lowest of each of the daily lows.
4. The weekly close is the close of the last working day.

How can I do this using formulas?

OHLC sample.xlsx

## Summarize Daily Data Into Weekly Average

Jan 17, 2009

I have two time series which span several years. The first series measures stock levels on every Friday (52 values a year). The second series measures the price level every weekday (260 values a year).

I'd like to condense the daily data in to a weekly average, can I do this easily? For example, I could manually use the Weeknum function to calculate the week number of each daily price data, then find the average daily price for each week, thus giving me 52 values which I can compare to the weekly stock series. Is there an automatic, fast way of doing this? Alternatively, I'd be happy to settle with a monthly average. Is this possible via macro's or does VBA need to be used?

## Excel 2007 :: Pivot Table - Link Back To / Modify Raw Data

Jun 25, 2008

Scenario: I have a worksheet full of ~360 tasks. Tasks are broken down into phases, have owners, and have status'. I leverage a pivot table to easily sort my data by owner, or by status. When reviewing the pivot table with others we want to update the raw data. This entails changing worksheets and scrolling to the task in question.

I'm looking for an easier way to update the raw / original data.

Options I've tried to pursue but have come up empty:
Option 1: Excel modification? Is there a setting in Excel 2007 that would allow me to change a value in my pivot table and have it propagate to the original data set (another Excel worksheet)? So far the answer seems to be "no". Is this possible?

Option 2: Hyperlink from Pivot Table to Raw data field.
- I cannot create hyperlinks within PivotTable data cells.
- I have used the "hyperlink()" function OUTSIDE of my pivot table, along w/ a "match()" on a key field in my pivot table to create hyperlinks back to my raw data... But this is prone to breaking.
- Is there a way to enable hyperlinks from within a Pivot Table? I have seen other requests from individuals that had a pivot table with actual hyperlinks (e.g. [URL]...) and they could not 'activate' them.

Option 3: Tool Tip VBA Form w/ Link?

- If I can't create hyperlinks directly in the table, then how about a function so then when i click (mouse over?) a pivot table cell a form appears with a hyperlink back to the source data?

Option 2 and 3 Assume that there's an way to get at the underlying location of the raw data (e.g. "Pivot Table Worksheet!E10" comes from "RawData!C4". I've dug through some VBA documentation at Microsoft.com but came up empty. I know this link must exist behind the scenes - In Excel 2007 when you mouse-over a pivot table cell Excel displays: "Row - Phase - Owner - Status", which is directly out of the raw data table/worksheet. [[This was an incorrect assumption... When i looked at the pivot table tool-tip closer I realize it was just walking through my data :'( row.

What is the VBA Code to revel the source cell? If i can get at that data, (and hyperlinking can be turned on w/in the pivot table...) then I can easily write a script to walk through the pivot table and create links back to the raw data... Not a perfect solution - but it takes away the need to search through the source data for the row I want.

## Given Weekly Data Coming Up With Monthly Amounts

Sep 5, 2009

I am to the end of my wits - or maybe it's impossible to do the following with formulas?

I have the data like this:
Column A: Date (which is basically the date for the beginning of weeks)
Column B: Month of the date in Column A
Column C: Year of the data in Column A
Column D: Weekly data.

A: DateB: MonthC: YearD: Weekly data
12/11/200612200619
12/18/200612200644
12/25/200612200650
1/1/20071200741
1/8/20071200737
1/15/20071200741
1/22/20071200741
1/29/20071200741
2/5/20072200732
2/12/20072200736
2/19/20072200740
2/26/20072200735

Maybe it's because it's Friday night, but I just can't invent how to do the following:

Create a new column E that would contain the monthly sum of ColumnD across all weeks of this month - but entered only against the first week of that month (that is currently in Column A)
I.e., in my example it should be:
113
empty
empty
201
empty
empty
empty
empty..................

## Automatically Split Weekly Data Into Monthly Totals

Mar 13, 2012

I have the following setup:

52 weeks of 2010 cost with the following structure:

week number | wk1 | wk2 | wk3
week ending | 1/10/2010 | 1/17/2010 | 1/24/2010
weekly cost | 57,000 | 35,000 | 42,000

I want to be able to use the above data to present a summary, but instead of weekly, list the data on a monthly basis:

month | Jan | Feb | Mar
monthly cost | wk1-4 | wk5-8 | wk9-12+3days wk13

Any way to set this up automatically instead of having to split the weekly data as many months share the same weeks?

## Turning Monthly Data Into Daily?

Jul 26, 2014

Is it possible to turn monthly data into daily? Repeating the same data for four sets of five working days to turn a CPI monthly inflation index into daily data, to turn example 1 into example 2.

Example 1.

DATEVALUE
2008-01-01 212.174
2008-02-01 212.687
2008-03-01 213.448
2008-04-01 213.942
2008-05-01 215.208

Example 2:

2008-01-01 212.174
2008-01-02 212.174
2008-01-03 212.174
2008-01-04 212.174

## Monthly Average From Daily Data

Oct 28, 2011

I have data in the following format (columns A & B):

Code:
Day Value
1/1/2002 2.1
2/1/2002 4.8
3/1/2002 0.1
" "
" "
" "
31/12/2011 5.2

I'd like to be able to write a formula so that I can get the daily data averaged over each month, e.g so that I have something like:

Code:
Day Value
Jan 2002 3.3
Feb 2002 4.3
Mar 2002 3.1
" "
" "
" "
Dec 2011 4.2

I'd like the data in monthly averages so that I can graph them. I have read about array formulas and averageif statements, but I can't seem to combine them to make them work.

## Formula To Convert Monthly Data To Weekly Data

May 8, 2014

I have 12 observations per variable over 2013. At the end of each month I gathered the average value of X of said month. What I want to do is convert these observations to a list of weekly observations, where each week in January gets the value of the January observation

Example:

Month123456789101112
Value 2345678910111213

And get it like:

Week Value
1 2
2 2
3 2
4 2
5 2
6 3
7 3

and so on.

Since I've got a lot of variables I'd like to use some kind of formula.

## Daily Data Conversion To Monthly Totals

Sep 9, 2013

I have a daily rainfall data and I want to convert it to monthly totals. I tried the pivotal table but the arrangement of the data seemed to be confusing (i.e the year, month and day are in different columns).

See the attached data: Raindata_excel_forum.xlsx‎

## Computing Monthly Standard Deviation From Daily Data

Apr 7, 2014

I have to compute monthly standard deviation (volatility) from daily data.

The problem consists on the fact that the days during a month are not constant and change over time.

I attach the excel file : Price_Time_Series.xlsx

In this xls file, you can find dates in column A, price in column B and returns in column C.

I want to compute standard deviation at the end of the month for stock returns (column C), by considering all available days.

As you can note from the file, the days change over time and they are note constant. How can I compute standard deviation of them?

## Automatically Create Monthly Totals From Daily Data

May 20, 2014

I am trying to do an automatic input with my daily total sales.. i did it in total but my problem is i don't know how to make the date change.

## Automatically Create Monthly Totals From Daily Data

Jan 2, 2009

In column A I have dates, in column B I have data.

What I am trying to do is get the monthly totals from the data so instead of:

01/02/08 - 52
06/02/08 - 87
14/03/08 - 23
12/13/08 - 12

I would get:

Feb 08 - 129
Mar 08 - 33

## Calculate Monthly Standard Deviation From Daily Data

May 11, 2008

I've daily data of a stock indices returns and I would like to calculate the monthly standard deviation. Currently, I'm using the following worksheet functions: =STDEVP(C2:C20)*SQRT(COUNT(C2:C20))

However, the range changes from month to month, which makes the process of calculating the monthly standard deviation to be quite tedious if I've about 10 years worth of data. I assume I could somehow substitute the range with a dynamic range, but I'm struggling to come up with the correct formulation that would do that.

## Converting Monthly Data Into Daily Data?

Jan 27, 2014

Basically i have month end data ranging from 31/01/2000-31/01/2009 with a value attached to each. I need to convert this data into a daily series with the month end value being the same throughout the whole month. I've been playing around with excel for a couple hours tonight

## Excel 2007 :: Modify Selections Chosen From Pull Down List?

Aug 17, 2013

I have created a worksheet with Excel 2007, which includes a pull down list. Within this list are 2000 unique numbers in a separate worksheet this data is pulled from. Is there a way to dim or change the color of numbers previously used so that when the list is used again, it is easier to see where I left off?

## 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.

## Inventory Movement Convert Daily To WEEKLY?

Apr 13, 2014

Have the formula that does the work daily , need formula on sheet3 , that does the convert of daily into weeks ?

## Calculate Weekly Totals From Daily Figures?

Mar 4, 2012

I have a spreadsheet called PRODUCTION, where information is entered daily. I need weekly totals (mon - sun) to be extracted into another worksheet.

## Multiple Sheet Document - Daily To Weekly

Jul 19, 2012

I have a multiple sheet document, on the first sheet I have my daily data:

Name
ID#
Ward
TTO
Transport
Transport 2
Date
Time In
Time Out
Time Stayed

ex1
xxxxx
12
xx
Taxi

01/01/12
xx:xx
xx:xx
xx:xx

[Code] ........

This is updated daily and it shows patients that have been through the department, who, when and how long. This is then converted on sheet 2 and shows as:

Date
Number of Patients

01/01/12
2

02/01/12
1

03/01/12
1

My third sheet has a very similar layout to sheet 2 but is weekly, previously i have used the following to find a weekly total:

=SUM('sheet2'!B563:B567)

I now have well over 4000 rows and altering this sum to accommodate for each week is time consuming as sheet 2+ are updated to cover the following 6 months.

Is there a better formula or a way to use the current formula and drag it down to auto fill? Currently trying to auto fill does the following:

=SUM('DAILY ANALYSIS'!B563:B567)
=SUM('DAILY ANALYSIS'!B564:B568)
=SUM('DAILY ANALYSIS'!B565:B569)

I want something like:

=SUM('DAILY ANALYSIS'!B563:B567)
=SUM('DAILY ANALYSIS'!B570:B574)
=SUM('DAILY ANALYSIS'!B577:B581)

## Sum Weekly Range Based On Daily Information?

Feb 7, 2013

I have one workbook where someone enters information on a daily basis and id like to sum this in another workbook weekly.

The daily sheet "sheet1" has headings in row 1 starting B1 = 11/02/2012 this is then dragged along till the end of the year. In B2 the user will enter a number so B1 - 11/02/2012 and B2 - 5

On the next "sheet2" in cell B1 i have the date 17/02/2012 and in B2 id like to sum the total from "sheet1" B2 - H2 which is in effect the range 11/02/2012 - 17/02/2012 then id like to be able to drag this formula along so it automatically sums the weekly totals based on the first sheet

## Adding Weekly Totals To Monthly?

May 14, 2012

I've got data in E4:I4, Monday - Friday.

What I need to do, is add the total of those 5 figures in a total, but then clear the data in those 5 days.

Then when I input the data for the next week in to those days, I want it to add to the previos week.

So basically;
In week 1 the 'Total' is just week 1
In week 2, the 'Total' is week 1 & week 2'

I will only be going up to week 5. (only week 5 once in a 3 month period, so 2 4 weeks and a 5 week)

## Excel 2007 :: Running Monthly Average

Jul 9, 2012

I would like to keep an average for 12 months.Each number entered for a month would be averaged with the total months with an entry until all 12 months had entries. I am using excel 2007

## Creating Monthly Data Table From Weekly Data Table

Jun 1, 2009

I have a table of data which represents data in different categories by week.

My ultimate goal is to have another table representing the data for each month - for instance - for each of the categories the data for :

06/04/2009
13/04/2009
20/04/2009
27/04/2009

is summed to make the data for the month of April.

The way I'm doing this at the moment is very long-winded

I'm using a whole new table - the size of the original weekly one - for each month. A calculation decides whether to effectively leave a cell blank or insert the appropriate data based on a date being within a particular range.

So in each "month table" there is the same list of week values:

06/04/2009
13/04/2009
20/04/2009
27/04/2009
04/05/2009
11/05/2009
etc.

but for each "month table" only the cells adjacent to the dates within the relevant month will return actual numerical values within them

This is an example of the forumula I am using in these tables:

Then a master table sums the totals for each month.

I want to be able to keep this table but get rid of the ones for every month as the sheet is getting unwieldy!

I have tried several times to attach the sheet for clarity but each time upon trying to "Submit New Thread " I am getting page not found errors - the sheet is only 133KB and I have tried zipping and sending also - I can't make it any smaller.

## Calculate Rolling Weekly And Monthly Average

Feb 19, 2012

I am wanting to calculate a rolling monthly average and a rolling weekly average.

The following cells have the headers k2 has Allan, Cell L2 has Bill, Cell M2 has Charlie, Cell N2 has Don, cell o2 has Ellen and Cell P2 has Flora

Column J3 to J14 respectivley has Jan to Dec

The balance of the cells will have the data.

I then need to plot the rolling averages for each person on a gaph as teh months data is filled.

Below is the table:

Monthly Totals 2012AllanBillCharlieDonEllenFloraJan0.0000.0000.0000.0000.0000.000
Feb0.0000.0000.0000.0000.0000.000Mar0.0000.0000.0000.0000.0000.000
Apr0.0000.0000.0000.0000.0000.000May0.0000.0000.0000.0000.0000.000
Jun0.0000.0000.0000.0000.0000.000Jul0.0000.0000.0000.0000.0000.000
Aug0.0000.0000.0000.0000.0000.000Sep0.0000.0000.0000.0000.0000.000
Oct0.0000.0000.0000.0000.0000.000Nov0.0000.0000.0000.0000.0000.000Dec0.0000.0000.0000.0000.0000.000

## Modify Macro To Use File That Changes Name-monthly

Apr 20, 2007

I have this macro that I am using but want to automate the file it uses. This file has the last 5 text/digits change each month, e.g.

Internet_GB_Report_Feb07
Internet_GB_Report_Mar07

Clearly the next file would be Apr07. I would like the macro to identify this automatically and use the correct file without having to go into the macro every month and change the last 5 text/digits. If you have any ideas I would be very grateful to hear from you. The Macro is below:

[/code]strPath = "c:Internet"
strFilename = "INTERNET_GB_FEB07"
strThisWkb = ActiveWorkbook.Name
intReports = Workbooks(strThisWkb).Sheets("Lookups").Cells(1, 2)
Code: