I am working on a task where i need to automate the calculation using formula in excel.
Below is the table;
Column A shows the hierarchy - Month(June) -> Week No(9,10,11,12,13) -> Days in respective Week(Mon - Sun)
Column B is sales. and Column C is the percentage break down.
I want to modify existing percentage break down in a new column in a way so that
more weightage is assigned to Thursday, Friday and Saturday and Sunday.
take out some percentage from Mon, Tue and Wed and assign them to Thu, Fri, Sat and Sun.
New percentage should should add up to respective weeks percentage.
Below is the formula i used;
=IF(A81="Mon",C81-0.005,IF(A81="Tue",C81-0.005,IF(A81="Wed",C81-0.005,IF(A81="Thu",C81+0.003,IF(A81="Fri",C81+0.004,IF(A81="Sat",C81+0.006,C81+0.002))))))
Challenge arises when weekdays are split between 2 months. For example, if you look at week 9(Jun) - it starts from Wed while Mon and Tue are part of May.
Here is the outcome I got with current formula;
In calculated field sum of new percentage(17.99%) is not same as earlier(16.99) which is wrong.
Can you please help me create a formula which takes care this challenge and fulfil other conditions as well.
I would really appreciate your help.
Thanks.
Related
I thought this would be a no brainer. But I really need help to solve it.
I have a row of dates: 10 july 2020, 11 july 2020 and so on (Swedish excel).
Below each date are strings for example "FP". I wish to achieve a counter for each "FP" that is below a specific month of a year, such as july 2020.
The way I approached this was with
=COUNTIFS(G1:UG1;"*july 2020";G2:UG2;"FP")
However the * doesn't do what I want it to. Is there another way to do this?
Please help! :)
The dates are true dates and as such the july 2020 is just a format of a number and not actually there.
Instead BookEnd the date:
=COUNTIFS(G1:UG1;">="&DATE(2020;7;1);G1:UG1;"<"&DATE(2020;8;1);G2:UG2;"FP")
I inherited a worksheet that has a number of formulas (see below). The formula is trying to pull the rate from the previous month but once the month changes the amount is 0, so the current month = 0. Surely there must be a better way to write this formula but I'm stuck. Any suggestions would be greatly appreciated. Thanks for your help.
Jan 500
Feb =IF(MONTH(TODAY())=2,x7,"0")
Mar =IF(MONTH(TODAY())=3,Y7,"0")
Apr =IF(MONTH(TODAY())=4,Z7,"0")
May =IF(MONTH(TODAY())=5,AA7,"0")
Jun =IF(MONTH(TODAY())=6,AB7,"0")
I think what you need is to just check to see if today's date is less than the month you are evaluating for.
This may be what you are looking for:
Feb =IF(MONTH(TODAY()) < 2,0,x7)
March =IF(MONTH(TODAY()) < 3,0,y7)
I'm looking for a formula in excel that lets me know if a date each date/time is peak or off-peak (electricity use data). Peak/off-peak is determined by the season, day of the week and time.
Peak equals:
JUNE-SEPTEMBER (SUMMER)
- mon, tue, wed thurs, fri and hour 9:00-18:00
OCTOBER-MAY (WINTER)
-mon, tue, wed, thurs, fri and hours 8:00-21:00
Off-peak - All other hours. (ie where this is false)
I have the code to determine if something is off/on peak individually:
June-September
IF(AND(WEEKDAY(A2,2)<=5,WEEKDAY(A2,2)>=1,A2-INT(A2)>=0.375,A2-INT(A2)<=0.75),"peak","off-peak"))
October-May
IF(AND(WEEKDAY(A2,2)<=5,WEEKDAY(A2,2)>=1,A2-INT(A2)>=0.333,A2-INT(A2)<=0.875),"peak","off-peak"))
However, my problem is I don't know how to put these together with a date like
01/02/2019 09:00 to do the first step to determine if it qualifies as SUMMER or WINTER. Would this be workable with a nested IF in excel? I can't seem to get this.
Making a separate column with an If statement that shows if the date is winter or summer is easy, and I've done it. But I still don't know how to combine this with the above functions.
Many thanks.
Excel - day/date/time to determine peak/offpeak
I want the output to just tell me peak or off peak, but the variable hours depending on the time of year is tripping me up.
Yeah nested if statements. If you've got your formula for SUMMER/WINTER in A1, then nest like this:
=IF($A$1="SUMMER",IF(AND(WEEKDAY(A2,2)<=5,WEEKDAY(A2,2)>=1,A2-INT(A2)>=0.375,A2-INT(A2)<=0.75),"peak","off-peak")),IF(AND(WEEKDAY(A2,2)<=5,WEEKDAY(A2,2)>=1,A2-INT(A2)>=0.333,A2-INT(A2)<=0.875),"peak","off-peak")))
The WEEKDAY function is really MOD(<date>, 7) with some adjustments. Using MOD, anything less than 2 is Saturday or Sunday.
The HOUR function quickly converts true time to an integer that can be compared to a set of paramters which are adjusted for summer/winter.
=IF(OR(MOD(A2, 7)<2, HOUR(A2)<(9-ISNA(MATCH(MONTH(A2), {6,7,8,9}, 0))), HOUR(A2)>(18+ISNA(MATCH(MONTH(A2), {6,7,8,9}, 0))*3)), "off-", "")&"peak"
I'm currently struggling with calculating the running months depending on the year. I have the following table:
Received Month Received Year
Feb 2018
Feb 2018
Mar 2018
... ...
Nov 2018
Nov 2018
Dec 2018
Dec 2018
Jan 2019
Jan 2019
Feb 2019
I was using this formula to count the # of unique months (running months in 1 single cell [C1]);
=SUMPRODUCT(1/(COUNTIF(KAIZEN_Table[Received Month],KAIZEN_Table[Received Month])))
This was working great in 2018, it gave me 11 (Feb - Dec).
I have to add a filter that also checks if the year is 2019. I can't remove 2018 in the table because the operators are still using the 2018 lines. The filter is just here to set a KPI for 2019.
For some reason I can't figure out how to add the year. I tried;
=SUMPRODUCT(1/(COUNTIFS(KAIZEN_Table[Received Month],KAIZEN_Table[Received Month],KAIZEN_Table[Received Year], "2019")))
This is just giving me a 0.
Any suggestions on this? VBA code is also fine.
Edit: After extensive googling I found a working formula, for whoever might be interested in this.
=SUM(IF(FREQUENCY(IF(tbl[Year]=2019,MATCH(tbl[Month],tbl[Month],0)),ROW(tbl[Month])-ROW($L$5)+1),1))
L5 = First row of tbl[Month]
I have my data in A1:B14, the formula I've used is an array one
=SUM(1/(COUNTIFS($A$1:$A$14,$A$1:$A$14,$B$1:$B$14,$B$1:$B$14)))
however,
=SUMPRODUCT(1/(COUNTIFS($A$1:$A$14,$A$1:$A$14,$B$1:$B$14,$B$1:$B$14)))
would suffice
To do a particular year, you could do something like this
=SUM(($B$1:$B$14=2019)*(1/COUNTIFS($A$1:$A$14,$A$1:$A$14,$B$1:$B$14,B1:B14)))
Another approach is to use a Pivot Table.
On the Create Pivot Table dialog, select to Add this data to the Data Model
If you do this, you will note that one of the options in the Value Field Settings will be Distinct Count
Drag Received Year to the Rows Column; Received Month to the Values column, and select Distinct Count for the Value Field Setting
I've been working on this for awhile and can't seem to find an appropriate way to code this.
Goal: Take a list of monthly returns that currently spans over three years (this is an automated list so it will keep adding months) and find MTD, QTD, & YTD using function so I can automate the process.
Problem: I've tried the OFFSET function, different versions of COUNT, IF statements and can't find a way to properly code the function.
NOTE: this is for stock data/earnings report
Just to clarify, I know how to do this manually, but want to automate the process :) Would be more than happy to use VBA but would like to stick to a simple function if possible...
I'd be more than happy to email the WS to someone. Thanks so much!!
If you want to keep it simple and avoid vba here is a suggestion
The manner in which the data sheet is presented matters.
I assume months go down, with there only being 1 column for 'monthly returns'?
On a separate area/worksheet, set up the months with a value for what they are in the column next to them. Ie
Jan 1
Feb 2
Mar 3
Apr 4
...
Dec 12
then have a drop down where you can select what month it is.
so if it is Jul, you can select Jul.
From here, do a vlookup/indexmatch to pull the number for the month through, so Jul would be 7
From here the MTD is easy.
Do an offset from the beginning of the year to the current month
=offset ([start point],[month number],[columns])
=OFFSET($D$1,$C$21,0)
start point will be one row above Jan, that way when Jan is chosen it will fall onto Jan.
Month number you will get from what was said earlier
and columns will depend on how you place it
YTD, you will do the same as above but have a sum
so
=sum(B3:offset ([start point],[month number],[columns]))
=SUM(D2:OFFSET($D$1,C21,0))
QTD would be easiest just plotting the sums as it would never change
So set out Q1,Q2,Q3 and Q4 as prefixed ones. Then lookup to them.
However, if you want to see the most recent quarter by a formula. On the month number list add a new column which says what quarter it is. Then
Jan 1 1
Feb 2 1
Mar 3 1
Apr 4 2
...
Dec 12 4
It should the read off a formula like so
=SUM(
OFFSET([start point],(INDEX([month number table],MATCH([month],[month list],0),3)-1)*3,0):
OFFSET([start point],INDEX(month number table],MATCH([month],[month list],0),2),0))
=SUM(
OFFSET($D$2,(INDEX($F$2:$H$13,MATCH($C$20,$F$2:$F$13,0),3)-1)*3,0):
OFFSET($D$1,INDEX($F$2:$H$13,MATCH($C$20,$F$2:$F$13,0),2),0)
)
What you are doing is to find the month at the beginning of the quarter and then sum to the current month.
Regarding this bit at the end
OFFSET([start point],(INDEX([month number table],MATCH([month],[month list],0),3)-1)*3,0):
You are finding the month quarter index number(1,2,3,4) and multiplying it by three. The reason you want to take away one before multiplying by three is because you want the start point of the quarter, thus in jan to march, this will be 0, and then you add a row to get the start point being Jan.
In Oct to Dec this will be (4-1) = 3. 3x3 = 9 which will be Oct to make Oct being the start point. Amend as need be.
The yellow section is what your actual information is presented as
The green section is your lookup area
The Blue area is information you are looking for with the lower bit reading from the lookup