I can't get this formula working properly. Here is what I need to do (see included image below):
I need the data in rows 9-10 (sales) to be displayed/copied in rows 28-29 (collections) based on the number in cells C9 and C10 (payment terms). For example, if there are $1,900 in GM sales on Tuesday, Jan 5 (cell F9) and payment terms are 10 days (cell C9), then I need $1,900 displayed on Tuesday, Jan 19 (cell P28), in the collections section (rows 28-29), 10 business days from when the sales were made. Does this make sense? Here is the formula I am using now (starting in cell E28 and being dragged to the right):
=IF(COLUMN() - E9 < 1, 0, INDIRECT(ADDRESS(9, COLUMN() - $C$9)))
However, it is not working completely. It is moving the data labels to the left of the data table that are not supposed to be included in the data table. Only sales data starting in cell E9 are supposed to be moved. You can see this issue in row 28 (columns J-N) in the image below.
This formula also has to work with payment terms from 1 day - 10 days. So, the $5,000 in Ford sales on Monday, Jan 4 (cell F10), with payment terms of 3 days (cell C10), needs to be displayed on Friday, Jan 8 (cell I29).
Let me know if you need any additional details to solve this issue. Thanks!
Is this what you're looking for?
=IFERROR(INDEX($E$9:$X$13,MATCH($B28,$B$9:$B$13,0),MATCH(WORKDAY(E$5,-INDEX($C$9:$C$13,MATCH($B28,$B$9:$B$13,0))),$E$5:$X$5,0)),0)
The formula indexes the sales amounts and shows the amount in the row where the customer name mentioned at sales equals the customer at the result section with the column where the result date equals the date mentioned at sales minus the number of workdays mentioned behind the customer name at the sales section.
Related
I am creating a revenue recognition model that tells the user the specific months X amount of revenue falls into based on specific start date. For example, I have an invoice dated 1/1/17 for $1200 total in monthly services that will be incurred over the next 3 months ($400 per month)
I want to create the model so the user enters the invoice date "1/1/17", the invoice amount "1200", and the number of months the invoice amount is spread over. In this case "3".
The model is setup with 24 columns which have the MM/YYYY header in each column. "Jan 2017, Feb 2017..Dec 2018". As the user enters the date, amount and # months, the values per month "400" will populate in Jan, Feb, and March 2017. The remaining months will have zero or be blank because no revenue will be allocated in those months.
I don't want anyone to give me the answer here, but I don't even know if this is possible in excel without using VBA. Some insight in how to get started would be helpful. Thanks!
This could be a start:
B1, B2 and B3 are the input cells. B1 must be a date not a string.
D1 to O1 are the months. The values must be dates, not strings, but could then be formatted to show only month and year. Format MMM YYYY for example.
You need only inputting D1 and E1 as dates 2017-01-01 and 2017-02-01, then select D1:E1 and fill to right. Then a series will be created having from step to step the difference of E1 - D1, which is 1 month in this example.
Formula in D2 is
=IF(AND(D$1>=DATE(YEAR($B$1),MONTH($B$1),1),D$1<=DATE(YEAR($B$1),MONTH($B$1)+$B$3-1,1)),$B$2/$B$3,"XX")
and can be filled to right as needed. In the example up to O2.
Now if you are changing any of the input cells, the values in D2 to O2 will also changing due to the formula.
I trying to find the correct code to move my formulas over x number of cells. The x would represent sales lead time. Lets say I make a January sale, but that revenue wont actually be received until 7 months later. So for Jan I wont receive until July, for Feb I wont receive until August, for March I wont receive until September and so on.
I'm looking for something to automate or shift my formulas that total my sales over based on a lead time cell. So lets say I change my lead time to 5 months everything shifts over to reflect 5 months instead of 7.
Any help would be greatly appreciated.
Hope thats not too confusing.
Thanks for any help!
You seem to be looking at the problem from the wrong end: Instead of asking when your January sales proceeds will be received, try asking which proceeds you will receive in July. Then you arrive at a structure like this:-
Column A = Date of sale
Column B = Description
Column C = Sales amount
Column D = Expected delay in months
Column E and up = Jan, Feb, etc. one column for each month
Write the starting date in cell E1, say 1/1/2017.
In F1 paste this formula: =DATE(YEAR(E1),MONTH(E1)+1,1)
Format the range E1:F1 as 'Custom' using the string MMM yy
Copy F1 to the right as far into the future as you require
Now you have a column for each month. If you change the value in E1 all captions will change accordingly. That's good when you need a new sheet for next year.
Write this formula in E2: =IF(MONTH($A2) + $D2 = MONTH(E$1), $C2,0)
Copy right and down as far as you require
Now, make an entry. Say on Jan 17 you had a sale of $1200 and you expect to receive the money 6 months later.
Enter the date in column A = 17/1/2017
Enter the amount in column C = 1200
Enter the expected delay in column D = 6
The amount appears in the July column. Change the value in column D to 3 and the amount moves to April.
All the other columns show a zero. If you don't like that, go to File ->Options -> Advanced >>Display options for this worksheet = uncheck the checkbox for "Show a zero in cells that have zero value".
I have created a table in excel for keeping the leave records of staff. I created a scroll bar to scroll to a different month. I have added an extra column named "leave this month" which shows how many days a person has taken leave. but when I scroll to a different month (for example from January to February) the column's data stays the same. I want it to have different data for different months. for example for January it is 3 days, for February it is 4 days and... I want different values in the same cell for different months.(when I scroll to a different month the value should change) do you guys know how to do that?
screenshot
Sub showcalendar()
LeaveTracker.Columns("C:NJ").Hidden = True
LeaveTracker.Range(Columns(Range("B3").Value * 31 - 28),Columns(Range("B3").Value * 31 + 2)).Hidden = False
End Sub
Here is the approach I would use:
Define a spreadsheet with 31 X 12 columns (each group of 31 columns would represent a month, even for those cases when the month has 28/29/30 days); this spreadsheet will be use as the storage of the raw data (i.e. presence/absence of a person each day of the year),
A second spreadsheet to be use for display will have the cells linked to the first one with an horizontal offset (to the right) to be calculated as 31 * (month_number - 1); as such, when looking at the information of March, the offset would be 62 columns to the right.
Your scrollbar would run from 1 to 12 and set the value of the month (which would then be used to calculate the offset.
In this way, you don't need to copy-paste anything and, instead, you have a sliding "window" that runs right and left over your raw data sheet.
Hoe this description is clear.
So you basically have 365 columns for each day of the year. On row 4(or wherever suitable) add the month number i.e. for the first 31 columns, cells will have 01 in row4. For the next 28 columns cells in row 4 will have 02 and so on.
then in NK8, the formula to be entered should be
SUMIF($C$4:$NJ$4,$B$3,C8:NJ8)
which you can drag down for each person. B3 ahs the current month number you are viewing. The formula basically sums only those cells whose corresponding cell in row4 matches the month number in B3.
Here is a Google Sheet example.
Assume that we are currently in the month March. I have a table with all the months and a list of products. Inside each column i have the number sales a product has made on that month, like so:
Notice i have a cell containing "Total until current month". I would require a formula to find out the total amount of sales of a specific product (product A for example) up until March (current month) as you can see with the manually typed 6, 1 in Jan and 5 in Feb.
I would usually do this by finding the sum of cell C4 and D5. But this should be 1 dynamic formula that is updating as we progress onto next month. So as an exammple, in April, it will find the sum of cell C4 - E5 (Jan - March) and update the value.
Is this possible?
Regards
Put a helper row above the month names that has the month numbers 1-12.
Then use SUMIFS():
=SUMIF($C$2:$N$2,"<=" &MONTH(TODAY()),C4:N4)
You could hide that row so it is not visible and not readily accessible.
In row 3 put month numbers. Now if in cell Q4 you have a month number that you want to relate to use:
=SUMIF($C$3:$N$3,"<"&$Q$4,C5:N5)
for sum of A and drag down for other products.
If you want to pick the product you want sum for and have it all in one cell, then assuming that in cell R4 you have your product name (e.g. "B") write
=SUM((C3:N3<Q4)*C5:N6*(B5:B6=R4))
and press ctrl+shift+enter.
The simplest solution is to leave E4 through N4 empty. Only put a value in E4 once March is complete and you have a value for March. This will allow a formula like:
=SUM(C4:N4)
for Product A
(http://stackoverflow.com/questions/5283466/calculate-moving-average-in-excel seems to be somewhat related. I'm curious to know the non-vba way to do this.)
My my pivot table has source data that creates a count of how many sales a person had in the past 36 days. Each day os 1 column in the pivot table, and the persons name is on the row.
Some of these people did not have sales on day1, day2, etc, and may only have 3 days where they sold something on days 14,15 and 16. No matter what their sequence, I want to to find the most recent sale data (closest to the right edge of pivot table) and calculate three sales increases e.g. C20/C19 will be >1 if they had more sales on the whatever day C20 is. The increase ca nbe fond by subtracting 1 and changing to percent. The problem is, if a person only had sales on d10, d11, d12 then how can I put a general formula in Excel to say "look for the most recent consecutive sales, then calculate this ratio"? For a person who had sales in the past three days, that's easy. It will be chaotic to hardcode where to look for each sales value.
d1 d2 d3 d4...d7 d8 d9...d34 d35 d36 mostrecentincrease nextrecent
ant 1 5 7 7/5=1.4 5/1=5
bat ...10 11 12... 12/11=1.blah 11/10=1.1
cat 2 6 9 13
dog 19 20 20/19=1.blah 19/blank=0
elf 4 4/dnexist=0
i don't have excel here, but i hope this will guide you to the correct result (use , instead of ; if that is your list separator):
define sales as a range of values from d1 to d36 for a given row (or use actual ranges)
compute positions of the last values for each row using these array formulas (use ctrl+shift+enter instead of just enter after you write these formulas):
position_1 =max(if(sales<>0;column(sales)))
position_2 =max(if((sales<>0)*(column(sales)<>position_1);column(sales)))
position_3 =max(if((sales<>0)*(column(sales)<>position_1)*(column(sales)<>position_2);column(sales)))
retrieve the values:
value_1 =index(sales;position_1)
do some error handling (=iferror(...;0)) and the like...