I have a saved search to display invoices with original amount due, then if any credit memos applied, along with if any discount taken by the customer for terms, and then the actual payments against the invoices. The issues I'm having is when I'm adding new formula column to display the date invoice was paid in full. When I do that, numbers for "Credit Memo Amount" line and "Disc. Taken" are going wonky when I try to add any this new formula column to the saved search. Does anyone have any idea why that is? System seems to be multiplying numbers many times over. Any input is appreciated.
The issue is that as soon as you take one value from the System Information you will now get a row for each of the lines in the System Notes on the Invoice, which is going to affect your SUM columns. To prevent against this you need to add something to your criteria to limit the number of System Notes fields. For example, you could add a System Notes : New Value filter and set it equal to Paid In Full. This should limit it down to one line.
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I work for an organization and I am working on a way to better organize our part numbers that have expiration dates. I've started off by making an Excel sheet that has the part number multiple times based on the expiration date and then had the matching quantities of that expiration date. What im trying to do is what you always do in life, if something is going to go bad use up the one that will expire first. But now trying to do this in an excel table automatically. This is my Ex: my master log where they will put in the Part#, expiration date, and quantity, this is where most info will be pulled from.
I am now on to taking away our companies forecasted usage of these parts away from these quantities to show an overall usage over the months and pairing the intersecting expiration dates. I’ve got the Usage by using a pivot table to total these part numbers quantities. And I’ve made a chart mapping the overall usage to part quantity forecast with it being flagged if the expiration date interferes with the actual date. This is the forcasting for what we plan to use of each part #
This is me subtracting the usage number from the inventory of those part numbers and it being flagged when it expires.
=IF((IF((VLOOKUP($F60,Expires!$1:$1048576, 10, FALSE))<Sheet1!G$58, "Bad", "Good"))="good", T33, "Expired")
I used this function, my vlookup pulling from my first sheet and pulling the part numbers expiration date and if it is <the date up top (9/1,10/1 etc.) then it will be flagged as expired and wont even show the usage. T33 is simply pulling the fromual from another table which is just quantity- usage. Please lmk if this looks right my vlookup turns out pulls the latest expiration date from the multiple part #s.
But that is with total quantities, not separated based on the part number expiration dates. What I am wondering is how can I make a table like this but subtracts the usage from quantity of the part number that will expire first? Then after that quantity hits zero it takes away the usage from the next one due to expire? But also I want the Numbers to be able to auto populate from the sheet where the user enters the data (master log).
So this is what it will be doing and will look like the table above multiple of the same part number. Whats happening now
But needs to look like this Final table and add the part number to the list and quantity as they are entered in the master log. I was trying to do a Vlookup(MIN and take the part number from the other table based on the lowest expiration date first but I don’t think excel is capable of that, I’m not sure here.
Please help, thank you!
I'm using Excel 2010.
I have a data set of widgets made by person by period. I created a calculated field that shows each person's widgets made as a percentage of the total for each period.
I would like to now show the change in that "percent of total" from period to period. That is to say, I want to see how each person's percentage of the total widgets made has change from the previous period. It's a calculation on a calculation and perhaps it's just wishful thinking that Excel supports this, but it would be great if it did.
Can anyone confirm if this is possible and if so, how would I approach it? I've been looking into creating a custom Calculated Field, but I don't see how to do percent to total or difference from in those (perhaps because it would be redundant?)
I am very new to most of this. I am trying to analyze account attribution a large Excel spreadsheet containing invoice information. My columns A:AF are all the data describing each invoice in our system (name of provider, name of person billed, date received, date billed, etc...). These invoices are assigned to several different GL numbers (up to 22 per invoice). I was given a long string which I was able to break down into columns 4 columns per GL attribution and which I appended to the end of every invoice, where applicable (AG:EL).
Each GL attribution has 4 columns (always in the same order):
GL number
Billed amount before taxes
Amount of tax 1
Amount of tax 2
I would like to see whether there is any way I can have rows created automatically to have one entry per GL attribution instead of one entry per invoice. I would like for the general invoice information (A:AF) to be copied onto the newly created rows. I would really appreciate your help on this as I feel rather lost!
Thank you in advance! :)
I'm not entirely sure what you are trying to accomplish from your description, but if you look into using VBA and make an "if...Then..." statement that will copy and paste the information you want depending on the value of the GL columns that should be a good place for you to start.
I am working on a data set and I need to calculate the daily revenue of fake AirBnb listings using nested IF statements. This is for a bootcamp I am attending, and I am stuck.
My instructions are as follows:
Estimate revenue per listing
Assume each booking always has 2 guests, unless the listing accommodates only one;
The booking is always for the minimum number of days allowed;
Only half of the bookings generate a review;
The extra person charge is per night (column name ‘extra_people’)
○ Format: have a column that calculates daily revenue (account for number of guests accommodated, number of guests included in the price, extra charge for additional people - using nested IF statements); another column would then calculates revenue per booking; finally, multiply that by the number of total stays the listings has had.
Using the data in my dataset, I am attempting to fill out column AA. So far this is what I have for my formula,
However, I get an error. I know the first part of this formula would work for the scenario in row 4. However, I need to make sure that the formula takes into account scenarios where the "guests included" is less than the "accommodates", because I must assume that each booking always has two guests except for when the listing only accommodates one person.
How should this formula be written? Can I not create equations within nested if formulas if it includes adding, subtracting, dividing, or multiplying columns together?
To clarify the previous response a bit more, the structuring of IFstatements is important. Keep in mind the structure of the function: =IF(logical test, value if true, value if false). So, the second IF function (the first nested) needs to be placed where the first "value if false" comes in - each additional IF needs to be within the previous IF function. Using your example, the corrected form would be =IF(W4=Q4,V4,IF(W4<Q4,Q4*V4...)). I'm not sure what the "+X4" is supposed to be adding to, but this hopefully makes the structure clearer for you to work with. Good luck!
I am creating a sheet for my taxes. I have columns such as equipment, leases,payroll, etc and another two columns which are 'bank out' and 'credit out'. So say I buy $100 worth of equipment and payed $200 for a lease and used my credit card for this transaction I want the 'credit out' to sum these up so it would display $300. But another time I might buy $50 worth of equipment but use my bank card out so now I would want my 'bank out' to sum to $50. I am using to show this example to show that my purchases are not always the same because sometimes I use credit or sometimes I use my bank account. My idea is when I am entering in my information to type I type in anything into either bank out or credit out and then have an if statement which checks if the cell is empty and if it is leave it blank, but whichever one of them is not empty to have the sum. So either bank out or credit out will always have a value and one will not. I have tried many different statements such as
if(a2="","",sum(c2:s2))
where a2 is the credit out and c2-s2 are all the sums of my purchases but I get a circular reference warning and the same happens for my bank out when I type in a similar equation). The purpose of this is sometimes in one row I might make a purchase using 10 or more different categories and I just want the total to be correct and avoid human mistake.
Although this isn't what you asked for, the easiest solution to achieve what you're looking to do would be to insert in a new column called "Transaction Type".
Then, if Transaction Type = "Bank", have the bank column populate and if Transaction Type = "Credit" have the Credit column populate.
This can then easily be accomplished by both columns referencing that other cell and it's just a simple "If" statement from that point forth... Your way has the problem that each cell is referencing another cell that references back to itself, therefore causing a circular reference.
Hope this makes sense / does the trick for you....