I am trying to show revenue per month for a number of rental contracts that run for months or even years. Those contracts have a start and end date and I want to show per Month how much is coming for a given year.
This is the source table:
This is what I want it to look like:
Have only managed to do it in an ugly way with an intermediate table but there must be a proper way to do this in a Pivot table, right?
Thx for your help!
Have tried many ways in a pivot chart but using the start and end date as filters is giving me very odd results with only data being shown when a contract starts or ends.
Related
I am looking to create an excel table so i can review my colleagues performance on a certain area in work.
The two measurement areas are Resolved Problems and Total time spent. I can pull this info from a dashboard at the end of the week and manually input it to excel.
We have 6 members of the team and i want to be able to input this data as weekly totals per user.
I will then use this data to track trends like who is resolving most problems, who is doing the least. Who spends the most time on problems and who spends the least.
I am not sure the best way to go about this data capture in excel.
Any help is appreciated.
Isn't this something that you would right click, select pivot table, and pivot my person, value column of time, sort by time?
I need some help with an Excel Project that's giving me headaches. I succeeded to achieve everything I wanted but the result is too heavy for Excel and it crashes all the time. I'm over-using the INDEX and MATCH functions on large tables (50 000+ lines) and Excel doesn't like it. I'm looking for a way to do the same thing in a lighter way for Excel.
Here's what I achieved : I created a report that helps me analyzing my employees's performance VS their billing targets. To create such a report, I used a Pivot Table.
That Pivot Table needs this information as its source :
Each sales that every employee made (amount in $ and date)
The hourly rate of each employee (which changes for every period, see TABLE1 below)
The billing target for each employees (which changes for every period, see TABLE1 below)
Here's my setup. I have 3 tables :
TABLE1 (See attached image) - A table where I manually input data for each of my employees (hourly rate and billing target). Their billing target and hourly rate change every period. So, each period has a different line and I indicate the first day of the period and the last day of the period.
TABLE2 (See attached image) - Table that contains sales data exported from another software I use. Each line represents an amount sold by an employee to a customer on a specific date. This table is pretty heavy and contains more than 50 000 lines. Moreover, the last 2 columns of this table use Index and Match functions to get the right hourly rate and the right billing target from TABLE1. That means that each of those 50 000 lines uses the INDEX and MATCH functions twice… This part is too heavy for Excel and I need a workaround.
Moreover, TABLE2 is getting refreshed every few days with new data coming from my other software (an ERP). So the solution I need to find must take that into account and must be permanent (I try to avoid steps that will have to be done everytime I refresh TABLE2 with new data).
TABLE3 - A Pivot Table that uses TABLE2 as its data source. I use the slicer to select the name of an employee and a timeline to specify which months I want to display. Then the Pivot Table shows my employee's statistics grouped by months. The main statistic is the amount of "billed hours" for each employee, which is in reality the amount of sales made by that employee, divided by their hourly rate on a specific date.
My thoughts :
It is absurd that TABLE2 uses that many INDEX and MATCH functions. For example, if Employee1 made 500 sales between 2020-07-01 and 2020-07-31 (the same month, thus the same period, thus the same hourly rate and billing target), there will be 500 different lines that will use INDEX and MATCH to get the same hourly rate and billing target from TABLE1. That leads to a lot of duplicated calculation and a lot of duplicated data.
Would it be possible for a Pivot Table Calculated Field to use INDEX and MATCH in its formula? And would it be lighter for Excel to do so?
Another way would be to add, at the bottom of TABLE2, 12 lines per year (1 for each month) for every employee where I would write their hourly rate and the billing target. That way, the Pivot Table would be able to display an hourly rate and a billing target for each month, for each employee. That solution would work and would be lighter for Excel, but it would create a high risk of making mistakes while manually inputting the data.
I'm open to all suggestions including VBA!
Thank you very much for your precious time!
EDIT : FORMULA
As requested, here's my INDEX AND MATCH formula that is in TABLE2 and gets the hourly rate from TABLE1 :
=INDEX(TAB_Employee_Data[[#All];[Hourly_Rate]];MATCH([#[Date (Cell)]]; IF(TAB_Employee_Data[[#All];[Name]]=[#[Employee(Cell)]];TAB_Employee_Data[[#All];[First day of the period]]);1))
TAB_Employee_Data is the tab that contains "TABLE1".
I translated the names of the fields since all my work is in French.
This formula does the following : it searches the name of an employee in TABLE1 and finds the period which fits the date of a line in TABLE2.
Also, to work properly, I need to sort the lines of TABLE1 in chronological order.
TABLE 1 :
TABLE 2:
I've been strugling with this and searching for an answer for about a week so far..
I got a list of projects with a person responsible, utilization for each project, start and end date. Looks like that:
What I would like to achieve is to get an utilization sum for every single date between project start (in fact min date) and project end (max date), like that:
In pivot table of course.
I tried to work with self-build dynamic calendar but I don't have a clue how to DAX it for every single date...
Please help!
you need to create a table with every single date and then bring that table into the data model. Then use those dates as the column headers. Make sure your dates are in the same format as your table with information. Are you using power pivot in Excel or PowerBI? The steps are similar but easier in PowerBI.
I have a student license of Office Pro 2016, but somehow it doesn't have the IFS, MINIF/MINIFS, MAXIF/MAXIFS functions that would make my life so much easier. I tried to illustrate what I'm doing in the image below:
Example
My actual data is much more complicated and long, but the idea is that I will periodically manually update data within the DATATABLE, and I want the SUMMARYTABLE to reflect the total pending sales by month. There are never more than two months pending at a time, and if only sales from one particular month are pending, I don't want the second row to appear.
I've already found a way to display the month in this case using regular MAX and MIN functions, but now I'm stumped as to how to display the sum total of sales within those months. Specifically, I don't know how to make a reference to a particular month in my criteria.
I've tried this formula:
=SUMIFS(DATATABLE[SALES],DATATABLE[SHOP]="A",DATATABLE[STATUS]="PENDING",MONTH(DATATABLE[DATE]),SHOPATOTALS[MONTH])
If this worked it would have been perfect, but the month portion isn't recognized as a proper range.
I'm trying to make a spreadsheet that I can easily take an export from Mint.com's CSV outputs and get them into my Excel budget.
To do so, I need a way to populate each field within a date range. I'd like to avoid macros if possible (I don't know how to make them).
I'm happy to share my finished .xls with the public!
I've imported Mint.com's data in a manner that has column S for the date (3/30), column V with the cash value that I need to add up, and column X for the spending category.
I need to tally each month's spending ($V) by category (column X).
Through research, I devised this (for my January "Gas & Fuel" spending):
=SUMIFS($W$2:$W$900, $T$2:$T$900, ">="&W$12, $T$2:$T$900, "<"&(EOMONTH(D$1,0)+1), $Y$2:$Y$900, "="&$B5)
However, it required that I reformat my Dates, which is an issue because this would become specific to each year and I would need to change the fields every year. I'd like the document to be usable without adjustment using my spending data from the past and future.
Is there a way to take the year out of the equation? To make that formula above work, I renamed my column from "January" to "1/14".
Here is what the spreadsheet looks like
Thanks!
A pivot table would work best with that data.
Initial set up would show each day separately, but by using Grouping
(here) ^^^
you can group the data by month/day/year/however