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Hi, I need the help in getting the above output in the form FIFO Method in Excel
There will be 2 input screen given, one is for Purchase Side (Qty and Exp. Goods Receipt Date) and other is Sales Side (Qty and Exp. Ship Date)
We need the Qty to be distributed in the form FIFO method, means how the quantity been distributed along with Expected Goods Receipt Date and Expected Ship Date as shown in Output table
Related
Currently this how the dataframe looks like and it basically contains all the customer numbers, the months they've made the purchases and the growth perecentage.
I'm unable to like group by customer and month to show the growth percentage for each customer every month. The expected output dataframe should look similar to this.
As you can see in the above image, it displays each customer for every month and the growth percentage. This is what I'm unable to achieve.
But whenever I do a WHERE clause for a single customer number Im able to see for all the months.
Any help could be appreciated.
Good evening to all. I have a problem with powerbi that I can't solve:
I have the following data stored there (for simplicity, I have voluntarily reduced the size of the table):
https://files.fm/u/yx9y4mrun
id: the id of a person. Here we have three persons
Name: represents an activity performed by a person. Here we have only two activities: activity 1 and activity 2
Value: the value transmitted by the person.
Date: the date and time of transmission.
As you can see, a person can send several data in one day, at different dates and times. Now I want a table in powerbi that represents the data as follows
a column that represents the first date of data transmission by a person (I did this using a measure that I named "first" with the formula MIN(Donnee[Date]))
a column that represents the last date of data transmission by a person (I did it using a measure that I named "last" with the formula MAX(Donnee[Date]))
a column that displays for each patient the n-th day of transmission (roughly if it is day 1 or 2 or 3)
For the latter, I wanted to make a DATEDIFF(Donnee[Date]-Donnee[last], DAY) +1. But I have the following error:
It is impossible to determine a unique value for the "Date" column in the "Data" table. This can happen when a measurement formula refers to a column that contains many values, without specifying an aggregation such as min, max, count or sum to get a unique result.
I am making a sheet to CALCULATE REAL REVENUE from each sale I make on my online store.
The problem is that the COST of my products is not always constant. It varies depending on many factors so each time I make a purchase I add the NEW PRODUCTS COST (LATEST COST).
Each time I make a new purchase I will add the QUANTITY and the new COST. (PURCHASE 1, PURCHASE 2, PURCHASE 3,etc).
Screenshoot of my sheet with example on ROW 41
In Column B I want to know which is the CURRENT COST based on the amount of TOTAL SALES of each product.
For example:
If I have sold less than 100 ( Pruchase 1 QUANTITY) then I need the formula to choose value of E41 (PURCHASE 1 COST).
If I have sold MORE than 100 and LESS than 300 (which is the SUM of PURCHASE 1 & PURCHASE 2) I need the formula to choose value of G41 (PURCHASE 2 COST) AND SO ON...
The formula I have come up with so far is this:
=INDEX(41:41,,IF(C41<=D41,COLUMN(E41),IF(C41<=D41+F41,COLUMN(E41)+2,IF(C41<=D41+F41+H41,COLUMN(E41)+4,COLUMN(E41)+6))))
This formula WORKS but only for the first 3 PURCHASES.
I need a formula that has no limit but I don't know how to make a VARIABLE formula.
Please take my words literally when I say that I wouldn't waste one minute on trying to solve your problem with your current sheet design. You would need VBA, and then extract quantities and prices from each purchase without the ability to filter on columns. (Minute is up.)
What you need is a Purchase database: ItemID, Date, Quantity, Price, maybe Ref#. From that you can pull out the transactions for any item by filtering on the item and the cost by using functions like SUMIF. However, this just brings the real problem within reach without solving it.
The problem is that when you buy 100 pcs #42 your price is 42. Then you buy another 100 pieces #46 your average price is 44. But if you sold 50 pieces with a cost of 42 then the average cost of the remaining 150 is 45. Therefore you can't determine the average cost of any remainder without knowing the quantity sold and the average cost applied to that sale. To solve that problem you will still need VBA but the suggested db format of purchase record would at least support such a solution.
Not so long ago I programmed a solution where there were additional columns in the db and each sale was recorded in 3 columns (much like your present purchase record): date, Qty, Ref. In this way I could trace the sale of each individual purchase (this was for shares trading). The sale of the newer quantity wouldn't start until the earlier quantity was sold out.
Perhaps you don't need to trace where the purchased quantity went to and just need one column to count down the balance to zero. That would be much simpler but has the drawback that you can't roll back errors. In the end the rollback was the reason why I abandoned the design. The key to the ability to abandon it is a similar db for sales: date, qty, price, Ref#.
With such a setup you might design a system to either extract the average or FiFo price from the purchase side and associate it with a sale. If the condition is that it should be done with worksheet functions you could add a column for "current cost" in the purchase db, changing with each purchase, which you look up by date from the sales side using VLOOKUP or SUMPRODUCT, having set a cost price applicable from the day of purchase until the next. If that appeals to you, a method must be found to deal with days on which there are both purchases and sales.
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 asked to search NetSuite for customers that, due to a bug, may have been invoiced on a weekly frequency instead of a monthly frequency despite being set to a Monthly Billing Frequency on their Contract Line.
I've started with a customer search and have gotten this far:
Contract : Usage Billing Freq is Monthly
Transaction : Type is Invoice
I know how I'd approach this in SQL, but I'm lost in NetSuite. I'm assuming it would be some kind of Formula involving Transaction : Date, but despite searching around I can't figure out how to build this. Can someone point me in the right direction please?
It should be a "customer" search with:
Columns:
Field->Name; Summary type->Group
Field->Transaction:Date; Summary type->Group; Function->Month
Field->Transaction:Internal ID; Summary type->Count;
Standard filters (Criteria->Standard):
Contract : Usage Billing Freq is Monthly
Transaction : Type is Invoice
Summary filters (Criteria->Summary):
Summary type->Count; Field->Transaction:Internal ID; Description-> is greater than 1
This will give you all problematic customers month by month, and will have nice drill-down when you click on customer name (you will be able to see all invoices in the specific month.
Another option is:
Columns:
Field->Name; Summary type->Group
Field->Transaction:Internal ID; Summary type->Count;
Standard filters (Criteria->Standard):
Contract : Usage Billing Freq is Monthly
Transaction : Type is Invoice
Transaction : Date is within this month
Summary filters (Criteria->Summary):
Summary type->Count; Field->Transaction:Internal ID; Description-> is greater than 1