This is a bit of a complicated question for excel, so I'll try to explain as best I can.
I'm trying to track membership time for each member in a group in the member list which is an excel sheet. Currently I have 2 columns, one for years and one for months which are both calculating the proper time based on the Join date of the members. My issue comes when trying to calculate for the subsection of members who have 'broken' membership time, meaning they left the group and rejoined some time later. To correct for that I have a second sheet that tracks the previous time for those members (also in columns of years and months) and I'm trying to add it to the first sheet. The formulas I have are below:
-To calculate the number of years since the member joined, then add any previous years from the PrevTime sheet, matching on column B which is Name on my primary sheet:
=DATEDIF(F2,TODAY(),"y") + INDEX(PrevTime!A:C, MATCH(B2,PrevTime!A:A,0), 2)
-To calculate the number of months since the member joined, then add any previous months from the PrevTime sheet, matching on column B which is Name on my primary sheet.
=DATEDIF(F2,TODAY(),"ym") + INDEX(PrevTime!A:C, MATCH(B2,PrevTime!A:A,0), 3)
Now, everything works fine with both these formulas, the issue comes when the member in question has some combination of current membership time months, and previous membership months that exceed 12. Then I end up with one less year for their membership time and more than 12 months for their membership months. (i.e. 2 years, 15 Months instead of 3 years, 3 months).
Was just hoping someone here might have an idea or any insight into things I could try to sort this out so the times are displayed nicely without overflowing the months past 12.
Thanks in advance
Related
Trying to create an invoice to auto populate. Have done this in VBA previously, but now the sheet is going on the cloud, and being used by Excel online so, VBA is out, unfortunately!
Trying to make a membership fee reappear every 12 months based on their start date!
I was trying around with EDATE, and got it to work on my test subject, but then realized it wouldn't work as I'm only going off the first 12 months!
Need a fresh set of eyes to give me ideas, or walk me through a simple solution (if possible)
Currently have the following, which works for the first year, then it won't!
Cell X7 = =EDATE(TODAY(),3) <----- Creates the cut off for invoicing if Membership due before then.
Cell V12 = =VLOOKUP(O12,'Youth Details'!$A$4:$H$95,8,0) <---- Returns their start date. i.e 19-Nov-2020
Cell W12 = =IF(AND(V12>TODAY(),V12<X7),"True", "False") <---- Returns if they have been with us for 9 months to 12 months and needs to be invoiced!
That works, for their first year, then the following year it won't invoice them as they've been there for 24 months.
I was thinking about expanding my VLOOKUP in cell V12, that if there membership was over 12 months ago, to add 12 to it, but got confused!
Any suggestions on where to go from here?
One way to do it might be
Figure the number of months they've been a member, like say 34.
Use the MOD() modulus function with a divisor of 12 (months). This will discard the number of whole 12-month-periods (years) they've been a member and leave you with just the number of months since their last anniversary. So for 34, it'd give "10" months since their 2-year anniversary.
If the answer from #2 says they're getting close to renewal, like they're 9+ months in to their current membership year, invoice them.
Cell V12: =VLOOKUP(O12,'Youth Details'!$A$4:$H$95,8,0) <---- Returns their start date, like 1-Jan-2019
Cell V13: =DATEDIF(V12, TODAY(), "M") <---- Total # of months they've been a member, like 34
Cell W12: =IF(MOD(V13, 12) >= 9, "True", "False") <---- Returns if it's been 9+ months since their last anniversary and they need to be invoiced!
Of course, if you allow people to prepay, then like AakashM points out it's worth making sure you're not invoicing them for something they've already paid.
I need to forecast project values along the year.
I have for example:
3 'A' Projects per year
5 'B' Projects per year
20 'C' Projects per year
Projects all worth 10$.
Setup range:
I need to spread their values in a months table, in google sheet (or excel) using formulas.
Expected result :
I thought it was a very similar issue than "one every N-th column", so I tried using modulo:
In E2:
=$C2*ROUND(DIVIDE($B2,12))+IF(MOD(MONTH(E$1),12/$B2)=0,$C2,0)
But it works only when 'nb per year' is a divider of 12 (1,2,3,4,6..)
I don't need any particular spread rule (random, counting from the first month ..) as soon as I have N projects total in the whole year.
How can I do?
Thanks a lot for the help !
Arno
This will do what you want:
=$C2*(INT(COLUMN(B:B)/(12/$B2))-INT(COLUMN(A:A)/(12/$B2)))
My spacing is slightly different than yours, but it is close.
I'm trying to find a trend projection that compares between same week of 2 consecutive years and also from previous weeks of a particular year. What is the excel formula that helps me to do this?
I need to find the projected values for week 15 all the way to week 53 for This year, based on
The previous weeks of This year (Week 1- Week 14) as well as
The same week Last year (Week 15)
You could use the Trend function, setting Known X's to Last Year weeks 1 to 14 and Known Y's to This Year weeks 1 to 14.
Then set the New X's to the same week for last year and the function will use the Least Squares method to extrapolate for this year.
If you use absolute references (e.g. $A$1:$A$10) for the Known X's and Y's, and a relative reference for the New X's, then you can just copy/paste the formula from This Year week 15 down.
Keep in mind though that the further you get from the Known values, the less accurate the forecast becomes...
Are you familiar with the add-in solver or Data Analysis? Sometimes you have to unhide it by going to options>add-in>"Data Analysis" to use it but it does simple analyses. You will find several helpful tools for doing stats in "Data Analysis."
I have a problem in Excel 2013 Grouping option. I have created dates and number of tickets created for over a period of time (3 years). I group data on Days to get weekly report. Upon grouping, I see that for some week there is no data. So I want it to appear as "Zero" for that week. But what I see is that week does not appear in the grouped data list.
This is what I am trying to explain - I have selected May 2014 as Created Month and I have daily data hence have grouped it as Days. But you can see that 5/12/2014 - 5/18/2014 and 5/19/2014 - 5/25/2014 is missing. I know they have no value but I want it to appear as zero so that my graph appears correct.
4/28/2014 - 5/4/2014 4
5/5/2014 - 5/11/2014 9
5/26/2014 - 6/1/2014 1
Make sure you have no gaps in your date ranges.
Ive currently got a pivot table showing number of weeks various people work. Id like to create a cumulative table with column headers showing count of people working <2 weeks, <4 weeks, <6 weeks and so on.
Currently I can only get the column headers to show independent count so for instance 2 people worked 2 weeks, 1 person worked 4 weeks. Id like to show 2 people worked =<2 weeks, 3 people worked =< 4 weeks. Is this possible with a pivot?
You should be able to get something similar to your requirements with running totals. I created a very simple set of data, two columns with name and number of weeks, to use as source for a pivot table. I then used Weeks as the Column Label, Name as the Row Label and Count of Name as the value. This initially gave me a value of one where a person had worked a certain number of weeks. I then changed the Field Settings for the value to show a Running Total in Weeks.
Hopefully the attached picture will make this clearer.