I assume I want to extrapolate to find the sum of the MRR at month's end (for January), however, I only have transactions (each has it's own MRR value of course) for January 3rd,4th,5th, and 6th.
I tried to use =forecast but I keep getting a large negative number which does not seem right at all. If A2:A5 contain the values of 8234.72, 2374.9, 2231.054, and 5386.3505 and then B2 is 1/3 or perhaps just 3 is better and it goes all the way down to 31 for the amount of days in January, I am unsure of how to predict the total MMR at the end of the month, I keep getting errors.
Related
I have a table with 3 columns: expense, client_id, date.
The date has record of clients expense for half a year for each day.
Some clients spend many each day, but some not.
The expendure ranging from zero to few hundreds.
I want to group/count active client, which spend over 50 dollars each day, and calculate how much clients was active between 0-30 days, 30-60 days, 60-90 days, 90-120 days, 120-150 days, 150+.
I mean if client spend at least 50 dollars each day along 40 days, i add him to 30-60 days column.
client id appears only once each day.
expense
client_id
date
20
1
01/01/2000
60
2
01/01/2020
70
3
01/02/2020
the result should be like that
0-30 days
30-60 days
60-90 days
90-120 days
9
3
12
20
the values are count of active clients
Thank you a lot
There might be better solutions with less helper columns, but this is what I can offer at the moment.
Preparation
I generated some random data in columns A to C for 10 clients, one month and an expense limit of 100. You will have to adjust the expense threshold and the day ranges to your needs.
Helper columns and formulas
criteria_met checks whether the expense is higher or equal the given threshold (here 10). Formula in D2 is =IF(A2>=10,TRUE,FALSE).
is_consecutive checks whether the client had an entry on the previous day. Formula in E2 is =IF(COUNTIFS(B$1:B1,B2,C$1:C1,C2-1)>0,TRUE,FALSE).
consecutive_group assigns a number for each group of consecutive days, on which the client had an expenditure above or equal the threshold. Formula in F2 is =IF(AND(D2=TRUE,E2=TRUE),MAXIFS(F$1:F1,B$1:B1,B2),MAXIFS(F$1:F1,B$1:B1,B2)+1). Whenever the combination of criteria_met and is_consecutive is FALSE, the group number is increased by one.
days_per_group counts the number of days per client_id and consecutive_group. Formula in G2 is =COUNTIFS(B$1:B2,B2,F$1:F2,F2).
max_per_group makes sure that only the max number of consecutive days is considered per consecutive group. Formula in H2 is =IF(G2=MAXIFS(G:G,B:B,B2,F:F,F2),G2,0).
Result table
labels creates the headline. Formula in J3 is =J2&"-"&K2-1&" days"
values counts how often a number between the given thresholds occured. Formula in J4 is =COUNTIFS($H:$H,">="&I$2,$H:$H,"<"&J$2).
Requirements
Each client can only have one entry per day
The source list (A:C) has to be sorted by date
Please let me know, if you need more information.
how to count values in K4 ?
=COUNTIFS($H:$H,">="&J$2,$H:$H,"<"&K$2)
I have a dataset in excel which shows headcount by employee level and which department each employee would fall under (sales, ops, or support). I would like to send a survey to each employee once every 26 weeks (2 times a year), but I would also like to keep sending surveys every week to ensure continuation of surveys to a certain amount of population split between sales, ops, and support departments based on their weight of the total population.
This way, I am sending surveys every week to a tiny bit of my overall headcount but only repeating people every 26 weeks.
Can anyone please help on how to solve this in excel with a formula?
From attached sample data, how can I split the headcount to send surverys for 26 weeks straight but to different population every week and not repeat? This different population should be split by % of department out of total headcount. Meaning if I have 10 people every week and % split is 40% sales, 30% operations, and 20% support, the survey should be sent to 4 sales, 3 operations, and 2 support people. Please note that the 10 people and the %s may vary every week because of new hires and resignations.
Thank you!
Sample Data
In the data sheet, ceate a helper column D, where you hand out the numbers to each employee, label it MOD. Use the formula for each employee, enter to cell D2:
=MOD(ROWS(A$2:A2)-1;$H$2)+1
That way each employee is assign a number from 1 to whatever is in the cell H2, e.g. 26. Then contact list all employees with 1 and you have the first batch and so you continue each week to get to employees with 26 in 26 weeks. This way all get the survey but just once.
Of course the share of the individual depts cannot be achieved each time, as there are less employees in some. If you wanted to keeps the shares, some employees of the smaller departments would get the survey more times.
If you want to get some randomness into the order, just mix the order of MOD numbers, e.g. start with 7, continue with 23 etc.
I hope I got the question right, I am not sure in some parts.
So I am trying to build an excel model where every month the numbers will increase exponentially to a point at the end of the year which is driven by annual expectations. Currently I have it divided by 12 and each year there are huge jumps over the previous making the chart/growth very jumpy. For illustration purposes, lets say for 2020 the desired number for the year is 12. In the current state, I would get 1 per month (12/12), however, what I want is for it to be growing gradually/exponentially, so for example 0.2, 0.5, 0.9 etc with December being the largest, and the sum for the entire year equaling 12. Then the next year (2021), starting in January, it would take into account the December 2020 number and grow from there again to the desired number (lets say total 24 for 2021) and so on. I'd love for it to have a more exponential / hockey stick-like growth.
What would be a good way to do this?
The function RRI can be used to find an interest rate which will give you a given target value. This can be used to find terms in a geometric series which have a given sum (which is what you seem to be asking for).
For example, say you want 12 exponentially increasing numbers which, when added to 100, gets you to 2000. Starting with 100, repeatedly multiply by (1 + RRI(12,100,2000)). To get the numbers that you want (which will be 12 numbers which sum to 1900) just calculate the difference each month:
I think the simplest way to solve this is by using Goal Seek. First you need to build a sheet like this:
You choose the starting value in January (B1) and every month is a constant growth rate (D1) bigger than the previous month. You also calculate the total sum at the bottom in B13.
Now you use goal seek to find the growth rate which makes the sum equal to 12:
The answer I get for a starting value of 0.1 is a growth rate of 1.376:
I am working on an excel sheet where I am required to calculate average number of days the stores in a city were able to make some sales. I am attaching a sample of the table for reference. The values in the cells represent the number of units sold(not relevant to this question).
Here across NY, two stores are present, and out of the total number of days in consideration (3*2), only 4 days some sales were made, making the average 66%.
Similarly for Paris, there exists only one store which was open across all days.
To arrive at the figures, I tried using nested countifs and SUMIFS , but did not receive the expected results. Also, in some of the older posts, users had suggested to use INDEX MATCH with SUMIFS, but I was not to get accurate results using these.
Can anyone help me to get the correct figures for Total days, and Days with some sale.
SUMPRODUCT SOLUTION
=SUMPRODUCT(--(A$2:A$5=A8)*--(C$2:E$5<>""))
=SUMPRODUCT(--(A$2:A$5=A8)*--(C$2:E$5<>"NO SALE"))
=ROUND(C8/B8,4)
First, according to your grid NY made sales on 4 of the 6 days. (NY1: Mon, Wed; NY2: Tues, Wed). Thus the average is not 50% but 66%.
Second, to get your formula. Assuming "Place" is in column A. Below is for NY, you can solve for the rest.
Total number of days:
In cell "C9": =COUNTIF(A2:A4,"=NY") * 3
Days with sales:
In cell "D9": =COUNTIF(C2:E2,"<>NO SALE") + COUNTIF(C4:E4,"<>NO SALE")
I have a sheet that I use to calculate my taxes, deductions, and 401k based on a timesheet. It also calculates my PTO, sick, and comp days (I don't get overtime, when I work overtime I get that time back at the end of the year as extra paid days off). My issue is that with the timesheet, it's tough to calculate my sick days, all other times are hour for hour or based on the pay period. But with sick days I get a specific amount every year.
Basically, I get 10 days (80 hours) per year. So I take that 80 hours, divide it by 26, and that gives me how much sick time I get per pay period. Problem is, since I get a biweekly pay, that's not actually correct. So for example, this month I have 2 paychecks, I'd get .92 days of sick time, but I should actually get 1. On the 2 months out of the year where I have 3 paychecks I would get 1.38 days of sick time, which of course isn't correct either.
So the issue is I'm trying to figure out how to write a formula to give me the the correct number of days. Refer to the screenshot:
So basiclaly on G6, the formula takes the rolled over sick days from the previous year (G39) and adds the current sick time to it. It decides that by checking if the gross pay for that pay period is there, then multiplies that amount by the sick time accrual rate (G40) and divides that by 8 to give me the days.
But what I want to do is to check how many months have been filled out and return that. So in this example May has been completed, so it would return 1 day. Since September has 3 pay periods, you will need to have all three September paychecks filled out for it to increment from 4 to 5 (may, jun, jul, aug makes 4).
Any ideas? Everything I've tried to do this it just fails. Keep in mind that those dates are dynamic, next year when I change the start date for the tax year, the months that have 3 months will change to match the actual pay periods for that year. So this formula will need to actually be able to count that any month has 3 pay periods to advance the sick day count, otherwise to do it if there are only 2 that have been filled.
Attempt #2 to answer! >8(
The end equation to do this all in one cell is going to get ugly,but it will work. In order to explain this and basically how I developed it, I am going to break it down into parts. At the end the parts will be back substituted into the big equation.
The first thing I did was determine what row was last filled, or as per the comments what is the last row of column P that has a value greater than 0. In order to determine this I used the aggregate function in a temporary cell of T15 (yes, in the middle of your spreadsheet but it wont matter in the end):
=AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)
To break this function down:
14 tells it we want to do an array type calculation sorting the array from largest to smallest.
6 tells it to ignore errors
(P5:P30>0) tells it to build a true (or 1) and false (or 0) array of cells greater than 0
(ROW(P5:P30)-ROW(P5)+1) generates an array listing row numbers
1 tells it to return the largest value in the array, if it was 2 the second largest.
Now the important thing here is what happens when you multiply the greater than 0 array with the row number array. You wind up getting only the row numbers where there is a value in P greater than 0. And when we sort that and ask for the largest number we get the last row you have completed. Something to work with.
So now we can look up the last date completed, do some checks to see if its the end of the month or not and figure out how many sick days. The ugly formula starts out as:
=IF(MONTH(INDEX(I5:I30,T15))=MONTH(INDEX(I5:I30,T15)+14),MONTH(INDEX(I5:I30,T15))-1,MONTH(INDEX(I5:I30,T15)))
The logic test here is to find our if the last filled out date and the date 14 days in the future are still the same month. If they are the same month, you are not at the end of the month yet and there for have only earn up to the previous month's number in sick days. As such this part will tell us the previous month's number os sick days:
MONTH(INDEX(I5:I30,T15))-1
Now if the date 14 days in the future is not the same month then we know the last entry for the month has been completed and therefore we have accrued that month's number in sick days and use basically the same formula:
MONTH(INDEX(I5:I30,T15))-1
well I can see we have called on cell T15 4 times just to determine if we are subtracting 1 or 0. While the IF formula may feel more inline with your thought process, we can rearrange things and still get the same results but shortening the formula, reducing the calls to cell t15 by 1 and dropping the IF all together. This only works because we are dealing with 1 and 0 which is also true and false.
=MONTH(INDEX(I5:I30,T15))-(MONTH(INDEX(I5:I30,T15))=MONTH(INDEX(I5:I30,T15)+14))
Now lets bypass that T15 calculation and back substitute it in to the month formula above to get:
=MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)))-(MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)))=MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1))+14))
Not done yet. That only tells you the number of days you have accrued this year. Not what you really want to know. you need to convert it to hours. It also need to be reduced by the number of sick days used. The following need to be added to the big ugly above:
*8 for 8 sick hours to a sick day
-sum($L$5:$L$30) to account for sick time used
this results in:
=(MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)))-(MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)))=MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1))+14)))*8-sum($L$5:$L$30)
Now I did notice during testing that if no entries are in the spreadsheet, then the row of the last entry become 0 and this is simply not acceptable as it causes some strange results. So we will wrap this whole formula in a small error catcher to make sure 0 is the results when no payperiods have been completed.
=if(sum(P5:P30)=0,0,(MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)))-(MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)))=MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1))+14)))*8-sum($L$5:$L$30))
The icing on the cake is adding on the accrued sick days from the previous year. Since I am not sure how the sick rate and sick start work together I will leave that calculation up to you and simply let you know that whatever number gets carried over from the previous year, simply add it to the above formula after the very last ).
Here is my test bed showing proof of concept:
WARNING: This method ##WILL## produce false results for a pay period is =0 before the last date with a pay period >0 see example below: