I have a Sharepoint list with a "Date" column and a "Money pot" column.
I would like to create a Power Automate feed so that when the date is more than 3 years old, we add the value "300" in the "Money pot" column. But I don't know at all how to do that.
Can you help me please?
You'd need to set up a flow that runs every so often - weekly, maybe.
The flow would check the Date against today, and if it was >= 3 years (1095 days) AND the MoneyPot column was empty, then update MoneyPot to 300.
Date>=3 years AND MoneyPot = 0: MoneyPot = 300
If it needs to be +300 every 3 years...
MoneyPot = (Integer((Today-Date)/365)/3)*300
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 have a Microsoft List that has a column called Expiration Date (text in format of MM/DD/YYYY) and Point of Contact (text in format of email#domain.com). How do I create a flow that sends an email out to the Point of Contact 3 months in advance?
My idea was to create a scheduled cloud flow that:
Repeats every day
Looks at every row in specific list
Compares if Expiration Date - 3 Months = Today
If True, send email to Point of Contact
I am currently stuck on step 3 to compare the date. I did Subtract from time to subtract 3 months from Expiration Date but now I do not know how to use this value to compare to today's date.
A better approach is to filter the list by using an OData filter. That will result in a list with all the elements you need.
For doing so, you need to specify the "Filter Query" field (in red):
First type
ExpirationDate eq ''
Then, between the quotes, add an expression, and select the functions addDays and utcNow in the following way:
addDays(utcNow(),92,'MM/dd/yyyy')
Please notice the following:
I'm adding 92 days to get the same day three months in advance for today (today is Oct 18th, so I'm looking for Jan 18th). Maybe adding just 90 days would work for you.
If you just want to add 3 to the month, you would need to get today's date to a variable with utcNow('MM') to get only the month, add 3 to it, and then create the expression accordingly.
I'm sorry the UI is in spanish. I'm from Mexico. But it's the same idea.
In the image, it reads "ExpirationDateText" because that's the way I named the field in my example. In your case, "ExpirationDate" should work.
I'm trying to develop a formula in MS Excel that will give me the number of occurrences a task will happen in a year (or month), based on a start date, frequency and schedule in a table. I am looking to produce a table like the following (assuming the start date is 01/01/YR1):
I'm open to VBA suggestions also.
The minimum frequency is completing the task every week. Not taking into account daily tasks here. The data is held in a table. I calculated the 'times per year' using :
=IF([#Schedule]="Months",(12/[#Frequency]), IF([#Schedule]="Weeks",(52/[#Frequency]),IF([#Schedule]="Years",1/[#Frequency],0)))
I may look to take this onto a monthly schedule also, i.e. number of occurrences for each month across 5 years. It would also be useful to specify an overall end date for when the tasks would stop. (e.g. sometimes it would be year 3, sometimes year 5)
Your help is much appreciated!
=IF(D$2=1,ROUND(D$2*$C3-0.45,0),ROUND(D$2*$C3-0.45,0)-SUM($D3:OFFSET($C3,0,D$2-1)))
The formula is dragable so just place it in D3 then drag across then down. Also note the change in format of the table so the year numbers are usable in the calculations.
Note: I would suggest that the value the 5th year of the 2.5 year frequency is incorrect.
In the 3rd year you would do it and have a half year remaining. Then add that to years 4 & 5 and you get 2.5 time to do it again.
I'm trying to have my line chart show data for the past 3 months. GDS has a 'last quarter' date range, but this shows me Q1, Q2, Q3, or Q4. What I need is the data for the past 3 full months (not counting the current month). I tried creating a calculated field but the documentation isn't proving very useful for the matter at hand.
eg. If the current date is Feb-20, I want to show data from 'Nov 1 - Jan 31'. Also need to compare to same period from last year.
Can anyone help? Thanks in advance!
I don't think this is possible in the way you're describing. You can achieve the same by creating a metric in your data source and then applying a filter at the page / chart / report level to remove data which doesn't meet your criteria
You can use the option "advanced" in the date dropdown and set the start date to today minus 3 months.
I have an Excel sheet where customers have option to pay by installments like in term of 1, 3, 6 and 12 monthly Payments, and the installment period is not fixed (like for some clients it is 3 months while for others 6 months)
So if a Customer Pays today. 5/10/2016 has Frequency of 6 Month I click a paid button and it Adds 6 month to the next Due Date (which is 01/10/2017)
Second thing is payment term should change when client pay. for example (if client have to pay in 6 months and he pay some amount after 2nd month then the payment term should be 4 month rather than 6 months)
Is there a way to do it through macros VBA Excel?
This can easily be done without VBA, using a formula.
First, I suggest you change the text values from "6 month" to numbers. It is easy to format a number to show with the word "month" after it, using custom format 0 \mo\nt\h. Then you can use a formula like
=EDATE(B2,A2)
If you don't want to change the text values, you can do it in-formula with a substitute function like this:
=EDATE(B2,SUBSTITUTE(A2," month","")+0)
Start in row 2 and copy down.
If you really need this in VBA, you can use Application.WorksheetFunction.EDate() to the same effect.