TLDR: I need a way to track date values in a dynamic calendar and count the days I've worked on on a monthly base.
So I've made a dynamic calendar (in the 1904 Date system to enable negative time handling) to help me track days and hours worked in Excel that has some automatic features. I would now like to add a calculator to calculate the accumulation of vacation days based on the following conditions:
Days worked per month >= 14
OR
The total hours worked per month >= 35
If one or both of these conditions are met I will receive 2 vacation days (2.5 after the 1st year of employment) and the accumulated vacation days should be shown in a single cell C7 (see picture for reference).
I know that I need to calculate the days that I've worked on on a monthly base and compare the result to the 1st condition (and the same for the worked hours and compare the result to the 2nd condition, but the solution for that is much the same as for the 1st condition). I've made my calendar in a way that I can't use fixed cells to do the calculation, as the length of the calendar is fixed to 53 full weeks and the dates change to accommodate the length according to the year in cell C2 i.e. January 1st will not always be in cell D17. Here are the first 10 rows of my dynamic calendar in Table Markdown format with the formulas as asked.
Year
2023
Quota
=SUM(J11:J375;'2022'!C2)
Hours per week
37.5
Gross working days
=NETWORKDAYS(DATE(C2;1;1);DATE(C2;12;31);'1pyhapaivat'!B7:B21)
Net working days
=COUNTIF(H11:H381;">0")
Vacation Accumulation
Kilometers per day
36
Week No.
Date
Day
Start
end
Hours
Sum
Quota
Kilometers
Holidays
Note
=ISOWEEKNUM(D11)
=SEQUENCE(371;1;DATE($C$2;1;1)-WEEKDAY(DATE($C$2;1;1);2)+1;1)
=D11
=IF(M11="quota";-7,5/24;IF(G11>F11;IF((G11-F11)>(6/24);(G11-F11)-(0,5/24);(G11-F11));""))
=SUMIF(H11:H15;">0")
=I11-COUNTA(G11:G15)(($C$4/5)/24)-COUNTIF(M11:M15;"quota")(($C$4/5)/24)
=COUNTA(F11:F15)$C$8-(SUM(COUNTIF(M11:M15;"Remote");COUNTIF(M11:M15;"Office"))$C$8)
=XLOOKUP(D11;_1pyhapaivat3[Start Date];_1pyhapaivat3[Subject];"")
A snippet of the dynamic calendar
I've tried combining the DATE and SUM functions with other functions like COUNTA, and COUNTIF. I've also tried using different LOOKUP functions but to no avail.
The new dataset filtered by Year
And filtered again by Month
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 make an excel sheet where I only need to put in start and end time and excel chooses the correct pay rate and how many hours I've worked (already done) and outputs how much I've earned. So far I have a column (D) for the date of shift (DAY, day of month, Month, year) column for hours worked (E), column for start time and end time (F, G) I have already written the formula to calculate the hours worked but in Australia where I live my pay rate increases after 7 PM, and increases again after 12 AM. Is there a way to have excel automatically know that it needs to take the hours worked before 7 PM and multiply it by a 24.41, then the hours worked between 7 PM and 12 AM by 26.54 etc, if my shift starts for example at 5:30 pm and ends at 3 AM?
These are the different payrates at the different times: (Time is in cell A1, Pay rate is B1, etc)
Time Pay Rate
Regular $24.41
Mon-Fri 7pm-midnight $26.54
Mon-Fri 7midnight-7am $27.60
Saturday $29.30
Sunday $34.18
Public Holidays $48.83
Thanks in advance
Solutions to all of these type of questions use the standard formula for overlapping time periods
=max(0,min(end1,end2)-max(start1,start2))
The best way to do it IMO is to simplify it two ways
(1) By splitting any times that cross through midnight into two parts, one up to midnight and one from midnight onwards
(2) Using a lookup table to match the conditions (day of week and time of day) to the payscale.
Then use an array formula to do the lookup and calculation. Because you can't use MAX and MIN as above in an array formula, you have to write it out using if statements and the formula gets pretty long
=SUM((WEEKDAY(E2,2)>=PayRates!$A$2:$A$10)*(WEEKDAY(E2,2)<=PayRates!$B$2:$B$10)*24*PayRates!$E$2:$E$10*
IF(IF(G2<PayRates!$D$2:$D$10,G2,PayRates!$D$2:$D$10)-IF(F2>PayRates!$C$2:$C$10,F2,PayRates!$C$2:$C$10)<0,0,
IF(G2<PayRates!$D$2:$D$10,G2,PayRates!$D$2:$D$10)-IF(F2>PayRates!$C$2:$C$10,F2,PayRates!$C$2:$C$10)))
This has to be entered using CtrlShiftEnter
This is how my pay rates are arranged
NB When the finishing time of a pay rate is midnight, it is entered as 1 (you want it to be 24:00, but entering 24:00 just gives you the same as 00:00)
And this is the main sheet
With the following columns
A,B and C are your input.
Split
=B2<A2
StartDate1 and StartTime1 are just a copy of your input
EndTime1
=IF(Split,1,B2)
StartDate2
=E2+Split
StartTime2
00:00
EndTime2
=IF(Split,B2,0)
Total1
The main formula
Total2
The main formula copied across by four columns to give any pay for the second day when the shift goes through midnight.
Total
Total1+Total2
Public holidays can be added fairly easily.
I have a sheet that I use to calculate my taxes, deductions, and 401k based on a timesheet. It also calculates my PTO, sick, and comp days (I don't get overtime, when I work overtime I get that time back at the end of the year as extra paid days off). My issue is that with the timesheet, it's tough to calculate my sick days, all other times are hour for hour or based on the pay period. But with sick days I get a specific amount every year.
Basically, I get 10 days (80 hours) per year. So I take that 80 hours, divide it by 26, and that gives me how much sick time I get per pay period. Problem is, since I get a biweekly pay, that's not actually correct. So for example, this month I have 2 paychecks, I'd get .92 days of sick time, but I should actually get 1. On the 2 months out of the year where I have 3 paychecks I would get 1.38 days of sick time, which of course isn't correct either.
So the issue is I'm trying to figure out how to write a formula to give me the the correct number of days. Refer to the screenshot:
So basiclaly on G6, the formula takes the rolled over sick days from the previous year (G39) and adds the current sick time to it. It decides that by checking if the gross pay for that pay period is there, then multiplies that amount by the sick time accrual rate (G40) and divides that by 8 to give me the days.
But what I want to do is to check how many months have been filled out and return that. So in this example May has been completed, so it would return 1 day. Since September has 3 pay periods, you will need to have all three September paychecks filled out for it to increment from 4 to 5 (may, jun, jul, aug makes 4).
Any ideas? Everything I've tried to do this it just fails. Keep in mind that those dates are dynamic, next year when I change the start date for the tax year, the months that have 3 months will change to match the actual pay periods for that year. So this formula will need to actually be able to count that any month has 3 pay periods to advance the sick day count, otherwise to do it if there are only 2 that have been filled.
Attempt #2 to answer! >8(
The end equation to do this all in one cell is going to get ugly,but it will work. In order to explain this and basically how I developed it, I am going to break it down into parts. At the end the parts will be back substituted into the big equation.
The first thing I did was determine what row was last filled, or as per the comments what is the last row of column P that has a value greater than 0. In order to determine this I used the aggregate function in a temporary cell of T15 (yes, in the middle of your spreadsheet but it wont matter in the end):
=AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)
To break this function down:
14 tells it we want to do an array type calculation sorting the array from largest to smallest.
6 tells it to ignore errors
(P5:P30>0) tells it to build a true (or 1) and false (or 0) array of cells greater than 0
(ROW(P5:P30)-ROW(P5)+1) generates an array listing row numbers
1 tells it to return the largest value in the array, if it was 2 the second largest.
Now the important thing here is what happens when you multiply the greater than 0 array with the row number array. You wind up getting only the row numbers where there is a value in P greater than 0. And when we sort that and ask for the largest number we get the last row you have completed. Something to work with.
So now we can look up the last date completed, do some checks to see if its the end of the month or not and figure out how many sick days. The ugly formula starts out as:
=IF(MONTH(INDEX(I5:I30,T15))=MONTH(INDEX(I5:I30,T15)+14),MONTH(INDEX(I5:I30,T15))-1,MONTH(INDEX(I5:I30,T15)))
The logic test here is to find our if the last filled out date and the date 14 days in the future are still the same month. If they are the same month, you are not at the end of the month yet and there for have only earn up to the previous month's number in sick days. As such this part will tell us the previous month's number os sick days:
MONTH(INDEX(I5:I30,T15))-1
Now if the date 14 days in the future is not the same month then we know the last entry for the month has been completed and therefore we have accrued that month's number in sick days and use basically the same formula:
MONTH(INDEX(I5:I30,T15))-1
well I can see we have called on cell T15 4 times just to determine if we are subtracting 1 or 0. While the IF formula may feel more inline with your thought process, we can rearrange things and still get the same results but shortening the formula, reducing the calls to cell t15 by 1 and dropping the IF all together. This only works because we are dealing with 1 and 0 which is also true and false.
=MONTH(INDEX(I5:I30,T15))-(MONTH(INDEX(I5:I30,T15))=MONTH(INDEX(I5:I30,T15)+14))
Now lets bypass that T15 calculation and back substitute it in to the month formula above to get:
=MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)))-(MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)))=MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1))+14))
Not done yet. That only tells you the number of days you have accrued this year. Not what you really want to know. you need to convert it to hours. It also need to be reduced by the number of sick days used. The following need to be added to the big ugly above:
*8 for 8 sick hours to a sick day
-sum($L$5:$L$30) to account for sick time used
this results in:
=(MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)))-(MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)))=MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1))+14)))*8-sum($L$5:$L$30)
Now I did notice during testing that if no entries are in the spreadsheet, then the row of the last entry become 0 and this is simply not acceptable as it causes some strange results. So we will wrap this whole formula in a small error catcher to make sure 0 is the results when no payperiods have been completed.
=if(sum(P5:P30)=0,0,(MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)))-(MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1)))=MONTH(INDEX(I5:I30,AGGREGATE(14,6,(P5:P30>0)*(ROW(P5:P30)-ROW(P5)+1),1))+14)))*8-sum($L$5:$L$30))
The icing on the cake is adding on the accrued sick days from the previous year. Since I am not sure how the sick rate and sick start work together I will leave that calculation up to you and simply let you know that whatever number gets carried over from the previous year, simply add it to the above formula after the very last ).
Here is my test bed showing proof of concept:
WARNING: This method ##WILL## produce false results for a pay period is =0 before the last date with a pay period >0 see example below:
I'm stuck creating a formula that will calculate days before the end of the month then adjust to make sure it is a business day. For example: 30 days before 6/30/2015 is 5/31/2015 which is a Sunday. I need that to adjust to the Friday before.
I'm working on finding the due dates of a number of documents that are due a certain number of days before another date. For example: documents are due 30 days before the last day of the month. However, the number of days varies and the due date needs to fall on a business day (Monday-Friday). Sometimes it's 30 days, sometimes it's 60 days, sometimes it's 30 calendar days + 5 business days, etc.
I've been able to calculate 30 days + 5 business days with the following formula:
=workday(start_date-30,-5)
Any ideas how to adjust this so that I can just have the due date be 30 calendar days before a certain date but also always be a business day?
Using WORKDAY you can use a formula like this:
=WORKDAY(A1+B1+1,-1)
where A1 is your start date and B1 the number of days to add.
You probably need to write a macro function or maybe some nested IF statements in your cell's formula.
Take a look at http://www.mrexcel.com/forum/excel-questions/481558-round-date-nearest-workday.html
That solution moves forward to the nearest workday, but the principle is sound: just subtract instead of add.