Fixed value every N months BUT with a specific start month - excel

I want to schedule a fixed amount every 3 months BUT I want to specify when the first month should be.
I could get the scheduling to work every 3 months with the following formula where F5 is the interval and G5 is the amount:
=IF(MOD(MONTH(H2)-1,$F$5)=0,$G$5,0)
I believe the offset of -1 is the problem but I don't know how to replace the offset for the start date that I specify.
How do I start the schedule from 1/2/2019?

If I understand right, you want to repeat the fixed amount every 3 months, but you want to customize start date.
I got this:
My formula:
=IF(D1>=$A$2;IF(MOD(MONTH(D1)-MONTH($A$2);3)=0;$B$2;"");"")
My logic. If you want to make sure the date is every 3 months starting on your start date, it means that the difference between the month of start date and month of date must be 0, 3 or multiples of 3.
Hope you can adapt this to your needs.

I was able to schedule a fixed value every N period starting from a specific date.
I used the suggested answer and the formula
=IF(D2>=$A$6,IF(MOD(MONTH(D2)-MONTH($A$6),$B$6)=0,$C$6,0),0)
Example applicable to the formula

Related

Number of times an event occurs per year depending on start date and frequency (excel)

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.

Excel: Count Total Schedules at 30 Minute intervals taking day into account

In assessing how many agents can be added to certain times of day without exceeding the number of seats in the call center, I'm trying to discern how many agents are scheduled for each half hour interval on each day of the week.
Using the =SUMPRODUCT(((A$2:A$1000<=D2)+(B$2:B$1000>D2)+(A$2:A$1000>B$2:B$1000)=2)+0) formula I've been able to identify how many total agents work for each interval, however this doesn't take the day of week into account.
I currently have my spreadsheet setup this way:
K is the start time of the shift, L is the end time of the shift, M to S pulls data from another sheet that shows a 1 if the agent works on that day of the week and 0 if they do not, and then U has all the time intervals listed out. In the example, it's cut off but the columns continue down as needed. U goes to 49 and I've just been using a range from 2 to 500 for the others as we currently do not have that many shifts and I'm leaving space for the moment.
After some Googling, I tried =SUMPRODUCT(--(M2:M500="1"),(((K$2:K$1000<=U2)+(L$2:L$1000>U2)+(K$2:K$1000>L$2:L$1000)=2)+0)) but it only returns #VALUE! so I'm not sure what I'm doing wrong.
Any suggestions of how I can make this work? Please let me know if more information would be useful. Thanks.
=sumproduct(($K$2:$K$1000<=U2)*($L$2:$L$1000>=U2))
That will count the number of occurrences where the start time is less than or equal to the time in U2 AND the end time is greater than or equal to U2. It will check time from row 2 to row 1000. Any time one condition is checked and its true the comparison will result in value of TRUE and FALSE when its not true. The * act like an AND condition while at the same time converts TRUE and FALSE values to 1 and 0. So both conditions have to be true for a value of 1 to result. Sumproduct then totals up all the 1 and 0 to get you a count.
In order to consider the days of the week, you will need one thing to be true. Your headers in M1:S1 will need to be unique (which I believe they are). You will need to either repeat them in adjacent columns to M or in say V1 you have a cell that can change to the header of the day of the week you are interested in. I would assume the former so you can see each day at the same time.
In order to do this you want to add more conditions and pay attention to you reference locks $.
In V2 you could use the following formula and copy down and to the right as needed:
=sumproduct(($K$2:$K$1000<=$U2)*($L$2:$L$1000>=$U2)*(M$2:M$1000))
UPDATE #1
ISSUE 1 Time ranges ending the following day (after midnight)
It is based on the assumption that the ending time is later than the start time. When a shift starts at 22:00 and end at 6:30 as an example, our mind says that the 0630 is later than 22:00 because it is the following day. Excel however has no clue that 0630 is the following day and without extra information assumes it to be the same day. In excel date is stored as an integer and time is stored as a decimal. When you only supply the time during entry it uses 0 for the date.
In excel the date is the number of days since 1900/01/00. So one way to deal with your time out is to add a day to it. This way excel will know your out time is after your in time when the hour is actually earlier in the day.
See your sample data below.
Using your sample data, I did a straight copy of the value in L and placed it in M (=L3 and copy down). I then changed the cell display format from time to general. This allows you to see how excel sees the time. Note how all the time is less than 1.
In column N I added 1 to the value when the out time was less than the in time to indicate that it was the following day and we had not actually invented time travel. I also used the trick of a math operation will convert a TRUE/FALSE result to 1 or 0 to shorten the equation. I used =M3+(L3<K3) and copied down. You will notice in the green bands that the values are now greater than 1.
In the next column I just copied the values from N over using =N3 copied down, and then I applied just a time display format for the cell. Because it is only time format, the date is ignored and visually your time in column O looks the same as column L. The big difference is excel now knows that it is the following day.
you can quickly fix your out times by using the following formula in a blank column and then copying the results and pasting them back over the source column using paste special values.
=M2+(L2<K2)
The next part is for your time check. When looking at the 12:00 time you need to look at 1200 of the current day incase a shift started at 12:00 and you need to look at the 1200 period of the following day. In order to do that we need to modify the the original formula as follows:
=sumproduct(($K$2:$K$1000<=$U2)*($L$2:$L$1000>=$U2)*(M$2:M$1000)+($K$2:$K$1000<=$U2+1)*($L$2:$L$1000>=$U2+1)*(M$2:M$1000))
Note that the + in the middle of (M$2:M$1000) + ($K$2:$K$1000<=$U2+1)? This + acts like an OR function.
Issue 2 Time In/Out 15 minute increments, range 30 minute increments
You may be able to achieve this with the ROUNDDOWN Function or MROUND. I would combine this with the TIME function. Basically you want to have any quarter hour start time be treated as 15 minutes sooner.
=ROUNDDOWN(E3/TIME(0,30,0),0)*TIME(0,30,0)
Where E3 is your time to be converted
So your formula may wind up looking something like:
=sumproduct((ROUNDDOWN($K$2:$K$1000/TIME(0,30,0),0)*TIME(0,30,0)<=$U2)*($L$2:$L$1000>=$U2)*(M$2:M$1000)+((ROUNDDOWN($K$2:$K$1000/TIME(0,30,0),0)*TIME(0,30,0)<=$U2+1)*($L$2:$L$1000>=$U2+1)*(M$2:M$1000))
similar option could be used for the leaving time and rounding it up to the next 30 minute interval. In which case just use the ROUNDUP function. Though I am not sure it is required.

Excel Date difference without weekend days

Last time I posted a quite vague story about a date difference challenge which I haven't solved yet. I will try to elaborate since I have tried everything in my power and the problem still isn't fixed.
I currently have three columns.
Column 1 (F)
the date a car starts its repairs (format DayOfWeek-DD-MM-YYYY)
Column 2 (G)
the number of days in which the car is repaired (service level agreement [SLA]; the standard is 10 days)
Column 3 (H)
the output, which is the date the car should be finished. So the number of days after the startdate*
*Th thing which makes this case difficult is that only weekdays are included.
So, for example:
If a car starts repairs on Monday 1st of August, the finish date is Tuesday the 14th of August.
I tried to solve this with the following formula:
=IF(WEEKDAY(F218)=2;(F218+11);
IF(WEEKDAY(F218)=3;F218+12;
IF(WEEKDAY(F218)=4;F218+13;
IF(WEEKDAY(F218)=5;F218+14;
IF(WEEKDAY(F218)=6;F218+15)))))
In other words:
If startdate = Monday then startdate + 11,
if startdate = Tuesday then startdate + 12, etc.
This works, but I have 300+ rows and dragging this function down doesn't change the cell references.
I know about the NETWORKDAYS and WEEKDAY functions, but I encounter problems with any Monday where only 1 weekend passes and other days where 2 weekends pass.
First of all, I am assuming that your first day - whatever day that may be - is considered day one (1). So in my scenario, if a SLA states 2 days to complete a repair and the start date is a Monday, I'm assuming the repair should be completed by Tuesday.
My assumption is based off this comment by #RonRosenfeld:
...although you might have to subtract 1 from the number of days
With all that being said, try this formula in your cell instead:
 NOTE: You may need to change things like commas and semi-colons to adjust for your region.
=WORKDAY($F2,$G2-1)+LOOKUP(WEEKDAY(WORKDAY($F2,$G2-1),16),{1;2;3},{2;1;0})
What it does:
WORKDAY($F2,$G2-1)
First we want to find out exactly what day the repairs should be completed by if weekend days (Saturday and Sunday) were included. This part of the formula will simply give us a place to start.
$F2 is your repair start date
$G2 is the number of days a repair is supposed to take (you may need to add a column for this, because, as you stated, the SLA may change and you need the formula to be easily adjusted)
WEEKDAY(WORKDAY($F2,$G2-1),16)
The WORKDAY function from above is wrapped inside a WEEKDAY function. This WEEKDAY function is written to account for each day of a week to be assigned numbers. The [return_type] parameter of 16 tells Excel to label them as "Numbers 1 (Saturday) through 7 (Friday)". We chose 16 so that our LOOKUP function is easier to write. This part of the formula only returns a one-digit number, which in turn will be used to figure out what day of the week we actually want when excluding weekends.
LOOKUP(WEEKDAY(WORKDAY($F2,$G2-1),16),{1;2;3},{2;1;0})
We finish the formula by adding the result from a LOOKUP function using the first form of the function: LOOKUP(lookup_value,lookup_vector,[result_vector])
We found our lookup_value in the previous bullet point using the WEEKDAY function. Now we want Excel to use the lookup_vector - {1;2;3} in our formula - to find the correct value to add to the first part of our formula (which is found using the [result_vector] - {2;1;0} in our formula).
The lookup_vector only has three values: 1, 2, and 3.
1 signals Saturday
2 signals Sunday
3 signals all other days
Think of the lookup_vector and [result_vector] as forming a matrix/table from which our value is found:
1   2
2   1
3   0
If our number of repair days pushes us to:
a Saturday (1), the formula adds 2.
a Sunday (2), the formula adds 1.
any weekday, the formula adds 0 (since weekdays are acceptable).
Hopefully all of this makes sense. Best of luck to you!

Excel - Bi-Weekly Tasks - Fill Calendar

I have a Task month calendar. when i change the month of the calendar it shows me what I have to do which day of the month.
I basically have a list of task, when i change the month the tasks date automatically change accordingly a series of rules and that list will populate the calendar.
Calendar
Tasks
But I have some tasks that are bi-weekly, and I dont have a specific week to be done, they have to be done in the fortnight after the last time.
so I have the first week (day) that the task was done and i have the first day of the month i am... and with that i would wanted to know which days of the month i have to do that specific task.
Can you help me?
use the last reference point as the basis for creating the next due date. this would be the date the task was last performed. If it is due a fortnight from that last date then add 14 days. You may want to record the date that task was performed each time so that your formula is based on the date it was last completed each time it is calculated.
If you are wanting to plan ahead then make an assumption that it will be done in consistent 14 day iterations then build your formula to consider the actual date it was completed to readjust the plan going forward. So it will assume this will be done consistently until advised otherwise with an actual date it was last completed.
The trick is to get the first date in the month that matches the weekday of the last date and then you can easily add 14 days. Much like finding the first Monday/Sunday in a month to build a calendar.
A1 contains the last time the task was performed
C1 contains the 1st of the month
C1+7-WEEKDAY(C1+7-weekday(A1))
will return the next weekday that matches the weekday the task was last performed.
=C1+7-WEEKDAY(C1+7-weekday(A1))-A1
returns the number of days since
=(C1+7-WEEKDAY(C1+7-weekday(A1))-A1)/2
returns the number of days divided by 2. If this result is not a whole number (#.5) then it's not in the bi-weekly cycle and we need to add another 7 days to get the correct start date. If it is a whole number then it is our start date. We can use the mod function to find out if there is a decimal value.
=if(mod((C1+7-WEEKDAY(C1+7-weekday(A1))-A1)/2,1)>0,C1+7-WEEKDAY(C1+7-weekday(A1))+7,C1+7-WEEKDAY(C1+7-weekday(A1)))
Below or next to this cell you can simply reference the cell and add 14 =D1+14 and then add as many as you want to display.

Turnaround Time excluding Weekends

Hi i need to get the turnaround time of this columns excluding the weekends. I tried to subtract it but without the excluding the weekends, so i am not successful to get the right turnaround time needed. Please help me to get the right formula for excluding the weekends of this sample. Thanks
As you can see here, this is the data that i need to get the TURNAROUND TIME, so what i did is column N subtract to column M.
This is the formula i used to see the results with correct format but i want to have a result which will have a exclusion of weekends but i don't know how to do it.
How about using the following formula, this will calculate the Work Days between two dates:
=NETWORKDAYS(N2,M2)
Since the comments in the old answer have grown - to the extent that the question needs editing to include all of the "additional" requirements (and there are various reason why these chameleon questions are often frowned upon. For any more "tweaks", raise a new question.) - I am posting the updated code here.
First: Since NETWORKDAYS counts from the Start of the first day to the End of the Last day, it tends to add an "extra" day. To fix this, we need to remember to subtract the first-part of the first day (midnight to start time) and the last part of the last day (end time to midnight) - but only if they are each Workdays.
=NETWORKDAYS(M2,N2)+IF(MOD(WEEKDAY(N2),7)>1,MOD(N2,1)-1,0)-IF(MOD(WEEKDAY(M2),7)>1,MOD(M2,1),0)
Next, was the requirement to exclude Holidays. IMPORTANT! This requires that you have a Worksheet called "Holiday Sheet", with a list of the Dates of your Holidays in Column A.
We use ISERROR(MATCH(..)) as a check for "Not in the list", and NETWORKDAYS accepts the list the third, optional, argument/parameter
=NETWORKDAYS(M2,N2,'Holiday Sheet'!$A:$A)+IF(AND(MOD(WEEKDAY(N2),7)>1,ISERROR(MATCH(N2,'Holiday Sheet'!$A:$A,0))),MOD(N2,1)-1,0)-IF(AND(MOD(WEEKDAY(M2),7)>1,ISERROR(MATCH(M2,'Holiday Sheet'!$A:$A,0))),MOD(M2,1),0)
The last "extra" requirement was to calculate this as Working Hours, with a workday running from 07:00 to 16:00 - a 9 hour day. To start, multiply NETWORKDAYS by 9 hours (TIME(9,0,0)), and then remember to remove the first-part of the first day (corrected for working hours) and the last part of the last day (also corrected for working hours).
We can use MEDIAN to get the middle number from 3 values, so that we never use a time before 07:00 or after 16:00
=TIME(9,0,0)*NETWORKDAYS(M2,N2,'Holiday Sheet'!$A:$A)+IF(AND(MOD(WEEKDAY(N2),7)>1,ISERROR(MATCH(N2,'Holiday Sheet'!$A:$A,0))),MEDIAN(TIME(7,0,0),MOD(N2,1),TIME(16,0,0))-TIME(16,0,0),0)-IF(AND(MOD(WEEKDAY(M2),7)>1,ISERROR(MATCH(N2,'Holiday Sheet'!$A:$A,0))),MEDIAN(TIME(7,0,0),MOD(M2,1),TIME(16,0,0))-TIME(7,0,0),0)

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