Select records with at one day in centain year - excel

I want to make a selection of records where date range (start date - end date) includes at least 1 day of 2020. So for example: if a record has 2018-01-13 as the start date and 2020-01-09 as end date, it has to be included in my selection, as there is at least one day active in 2020.
Sample data:
How can I achieve this?

Just check the years with the standard between notation
Start Year <= 2020 <= End Year
=AND(YEAR(A1)<=2020,YEAR(B1)>=2020)

=IF(OR(YEAR(A2)=2020,YEAR(B2)=2020),1,0)

Excel store dates as numbers, so, you must compare them like numbers
Make a column with: =IF(OR(B2 < $C$2; $D$2 < A2); 0; 1)
where
A: start date
B: final date
C: 2020-01-01
D: 2020-12-31
, Now you can use only values 1

Related

how to calculate the date from the year, week-of-year and day-of-week in EXCEL?

I have the Year, Week-of-Year and Day-of-the-Week as follows:
Year = 2022 (A2) ; Week Year = 35 (B2); Week Day = 4 or Thursday (C2)
and I would like to estimate the Date as dd.mm.yyyy, which is highlighted in yellow as it shows in the EXCEL picture.
I tried many formulas, but I am sure there might be an easy one.
I think you are counting the weeks starting from zero because for 9/1/2022 (YYYY/MM/DD format) the corresponding week is 36 as per the result of function WEEKNUM(DATE(2022,9,1)). In order to use the logic to multiply the number of weeks by 7. You need to use as a reference the first day of the year, if it was a Sunday, if not then go back to the previous Sunday, so you can count the entire week. Bottom line use as a reference date, the Sunday of the first week of the year, not the first day of the year (YYYY/1/1)
Here is the approach we use in cell E2:
=LET(y, A2:A6, wk, B2:B6, wDay, C2:C6, fDay, DATE(y,1,1), seq, SEQUENCE(7),
fDay - IF(WEEKDAY(fDay)=1,0, WEEKDAY(fDay,2)) + 7*wk
+ XLOOKUP(wDay, TEXT(seq,"dddd"), seq-1))
We use the LET function to avoid repeating the same calculation. The following expression finds the previous Sunday if the first day of the year (fDay) was not a Sunday:
fDay - IF(WEEKDAY(fDay)=1,0, WEEKDAY(fDay,2))
The XLOOKUP function is used to get the numeric representation of the weekday and use the TEXT function to generate the weekdays in a long format. Since we count the entire week, if the weekday is a Sunday (column C in my screenshot), then we don't need to add any day to our reference date, that is why we use seq-1.
Here is the output for several sample data. Assuming the week count starts with zero, if not the formula needs to be adjusted as also the input data.
Notice that the year 2021 started on a Friday, so if we want to find a day for the first week (0) before Friday it will return a date from the previous year. Like in the case of Monday. If you want an error message instead, then the formula can be modified as follow:
=LET(y, A2:A6, wk, B2:B6, wDay, C2:C6, fDay, DATE(y,1,1), seq, SEQUENCE(7),
result, fDay - IF(WEEKDAY(fDay)=1,0, WEEKDAY(fDay,2)) + 7*wk
+ XLOOKUP(wDay, TEXT(seq,"dddd"), seq-1),
IF(YEAR(result) <> y, "ERROR: Date from previous year", result))
I found the solution:
Year = 2022 (A2) ; Week Year = 35 (B2); Week Day = 4 or Thursday (C2)
=DATE (A2,1,3)-WEEKDAY(DATE(A2,1,3)) + 7 * B2 + C2 - 6
I found this solution, but you need to do further testing if it really works.
I calculate month from week: =+MONTH(DATE(YEAR(A2);1;1)+B2*7-1)
I calculate week day number from week day name: =MATCH(D2;{"Monday";"Tuesday";"Wednesday";"Thursday";"Friday";"Saturday";"Sunday"};0)
And then make date using: =DATE(A2;C2;E2)

Search for particular format of date in saved search

I'm trying to find the customers whose birthday is in next month and the way the birthdays of customers will be entered at the stores is, they just ask for day and month and put in the current year for year.
So, when I', trying to do the search as next month it seem like I can only search with in a range that include year, which don't work in this case.
I've tried the below with search field set to is february but it don't automate the search as I have to change the month every month
TO_CHAR({custentity_spos_date1},'MONTH, YYYY')
Does some one have any idea how to include only month in search so that I can search for customers who's birthday is in a particular month?
case
when to_char({today}, 'MM') = '12' then
case
when to_char({custentity_spos_date1}, 'MM') = '01' then 1
else 0
end
when to_number(to_char({custentity_spos_date1}, 'MM')) = to_number(to_char({today}, 'MM')) + 1 then 1
else 0
end
equal to 1
The filter basically says if the month of the current date is 12, then match any record where the month of the date field is 1, otherwise match any record where the month of the date field is equal to the month of the current date + 1.
There may be an easier way, but this worked for me.
You can use the SQL formatting and ADD_MONTHS functions to compare only the month component of the date:
CASE WHEN TO_CHAR({custentity_spos_date1}, 'MM') = TO_CHAR(ADD_MONTHS(sysdate, 1),'MM') THEN 1 ELSE 0 END
Equal to 1.

Retutn only Buisness days in custom date function in excel

I have a date which I will need to increment the date by a day, month or year from the actual date. This is based of a list of fields below and is different per the input. Also each resultant date has to be a business day i.e not a weekend day or a bank holiday. Also if the resultant date is either Dec 25 or Jan 1st the day needs to move forward to the next business day (not a weekend day).
I have created this in Excel using a couple of formulas though it is a bit clunky.
Below is my data set
Business Date 15/05/2018
Tenor Settlement Value Settlement Period
ON 1 Day
TN 2 Day
SP 2 Day
SN 3 Day
1W 7 Day
2W 14 Day
3W 21 Day
1M 1 Month
2M 2 Month
3M 3 Month
In column E - I am using formula
=IF(D4="Day",$B$1+C4,IF(D4="Month",EDATE($B$1,C4),(TEXT($B$1,"dd/mm/")&(YEAR($B$1)+C4))+0))
In column F - I am using formula
=E4+LOOKUP(WEEKDAY(E4),{1,2,3,4,5,6,7},{1,0,0,0,0,0,2})
In column G - I am using formula
=F4+IF(AND(OR(TEXT(F4,"ddmm")="2512",TEXT(F4,"ddmm")="0101"),WEEKDAY(F4)>=2,WEEKDAY(F4)<=6),LOOKUP(WEEKDAY(F4),{1,2,3,4,5,6,7},{0,1,1,1,1,3,0}),LOOKUP(WEEKDAY(F4),{1,2,3,4,5,6,7},{1,0,0,0,0,0,2}))
In H I format the date in mm/dd/yyyy and I have my desired result.
storax has kindly created a function for me which replicates my excel formula in column E - on this thread Increment a date by a number of days, months or years
Function IncDate(ByVal dt As Date, ByVal add As Long, ByVal dmy As String) As Date
Select Case UCase(dmy)
Case "DAY"
IncDate = DateAdd("d", add, dt)
Case "MONTH"
IncDate = DateAdd("m", add, dt)
Case "YEAR"
IncDate = DateAdd("yyyy", add, dt)
Case Else
IncDate = dt
End Select
Could use some advise on how I could incorporate my formulas in columns F & G to make the process less clunky.
Manipulating the DATE function (DateSerial in vba) with the WORKDAY.INTL function seems to produce the correct business dates.
Put this in E4 and fill down.
=WORKDAY.INTL(DATE(YEAR(B$1)+(D4="year")*C4, MONTH(B$1)+(D4="month")*C4, DAY(B$1)+(D4="day")*C4)-1, 1, 1, holidays)
[holidays] is a named range (Formulas, Defined Names, Defined Name) with a Refers To: of,
=Sheet10!$Z$2:INDEX(Sheet10!$Z:$Z, MATCH(1E+99, Sheet10!$Z:$Z))

How to calculate

My question is almost identical to this one: Calculating number of days between two dates dependent on month
But I have data that is a rolling 12-months and I need to have additional coding added to the formula:
=IFERROR(IF(AND(MONTH($D2)=F$1,MONTH($E2)=F$1),$E2-$D2,
IF(MONTH($D2)=F$1,1+EOMONTH($D2,0)-$D2,
IF(MONTH($E2)=F$1,$E2-DATE(YEAR($E2),F$1,1),
IF(AND(MONTH($D2)
F$1,MONTH($E2)>F$1),DAYSINMONTH(DATE(YEAR($D2),F$1,1)),0)))),0)
to allow for a reservation that is for February 2018, for example, to show in its own column, and not be included in February 2017.
For example, my data might have:
John Smith, arr 2/21/17 dep 2/18/17
& Matt Jones, arr 2/21/18 dep 2/18/18
and currently the way I have my document built, it would show 2 for column "2", aka February. I need it to show 1 for Feb-17 and 1 for Feb-18.
Can you help please and thank you!
It took me a while to work out what you're looking for but here's what I think you need.
I started from scratch on the formula so I take a different approach to the one in your question.
=IF(AND(A3<E3,D3<EDATE(A3,1)),IF(AND(A3>D3,E3>(EDATE(A3,1))),(E3-D3)-((E3-(EDATE(A3,1)))+(A3-D3)),IF(E3>(EDATE(A3,1)),(E3-D3)-(E3-(EDATE(A3,1))),IF(A3>D3,(E3-D3)-(A3-D3),E3-D3))),0)
The month that you want to check should be entered as a date, the 1st of the month.
How it works
It's easier to show by example
month to be checked date 01/02/2017
arr date: 27/02/2017
dep date: 02/03/2017
get the end of the month period to be checked date + 1 month EDATE(01/02/2017,1) = 01/03/2017
is the dep date later than the end of the period to be checked? YES
02/03/2017 - 01/03/2017 = 1 (1st value)
get days between arr and dep date 02/03/2017 - 27/02/2017 = 2 (2nd value)
2nd value - 1st value = 1
the example calculation only describes when the arr and dep dates overlap the end of the period to be checked but the formula check for an overlap at the start and also when the entire period to be checked is overlapped and arr date in Jan and dep date in Mar.
The first IF(AND(A3
I hope that explanation helps you to pick the formula apart.

Start the Week Number from the first sunday of every fiscal year in Excel

I am trying to find the week number for a fiscal year which is starts on first sunday of February. I have got it to a point where I can get the week number which starts on first of every year (in my case feb).
Not able to start it from First Sunday. Below is what I've come up with.
=IF(AND(MONTH($E2)=2,DAY($E2)=1),1,ROUNDUP(($E2-DATE(YEAR($E2)-IF(MONTH($E2)<2,1,0),2,0)+WEEKDAY(DATE(YEAR($E2)-IF(MONTH($E2)<2,1,0),2,0)))/7,0))
I would also like it to end on Saturday of last week of the year.
For example: in Feb 2016, the week count should start from 7thFeb2016 and the count should end on 4thFeb2017.
Use this formula to find week number of given date:
=IF(A1>=IF(WEEKDAY(DATE(YEAR(A1),2,1),1)=1,DATE(YEAR(A1),2,1),DATE(YEAR(A1),2,7-WEEKDAY(DATE(YEAR(A1),2,1),1)+2)),ROUNDUP((A1-IF(WEEKDAY(DATE(YEAR(A1),2,1),1)=1,DATE(YEAR(A1),2,1),DATE(YEAR(A1),2,7-WEEKDAY(DATE(YEAR(A1),2,1),1)+2))+1)/7,0),ROUNDUP((A1-IF(WEEKDAY(DATE(YEAR(A1),2,1),1)=1,DATE(YEAR(A1)-1,2,1),DATE(YEAR(A1)-1,2,7-WEEKDAY(DATE(YEAR(A1)-1,2,1),1)+2))+1)/7,0))
I hope you want this.
UPDATED
If you want week number of fiscal quarter, use this:
=ROUNDUP(MOD(=IF(A1>=IF(WEEKDAY(DATE(YEAR(A1),2,1),1)=1,DATE(YEAR(A1),2,1),DATE(YEAR(A1),2,7-WEEKDAY(DATE(YEAR(A1),2,1),1)+2)),ROUNDUP((A1-IF(WEEKDAY(DATE(YEAR(A1),2,1),1)=1,DATE(YEAR(A1),2,1),DATE(YEAR(A1),2,7-WEEKDAY(DATE(YEAR(A1),2,1),1)+2))+1)/7,0),ROUNDUP((A1-IF(WEEKDAY(DATE(YEAR(A1),2,1),1)=1,DATE(YEAR(A1)-1,2,1),DATE(YEAR(A1)-1,2,7-WEEKDAY(DATE(YEAR(A1)-1,2,1),1)+2))+1)/7,0)),13.01),0)
I just chucked this together (no doubt there is a more elegant way to do this). You can use it by putting it into a Module in your VBA editor and then on the worksheet use the function =AltWeekNumber(E2)
Function AltWeekNumber(endDate As Range) As Date
Dim startDate As Date
startDate = FirstFebruarySunday(year(endDate.Value))
If startDate > endDate Then
startDate = FirstFebruarySunday(year(endDate.Value) - 1)
End If
AltWeekNumber = DateDiff("w", startDate, endDate.Value, vbSunday)
End Function
Private Function FirstFebruarySunday(year As Integer) As Date
For i = 1 To 7
If Weekday(DateSerial(year, 2, i)) = 1 Then
FirstFebruarySunday = DateSerial(year, 2, i)
Exit Function
End If
Next i
End Function

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