Calculate Growth rate in Excel - excel-formula

I have a last year sale and some currant year sale so I want calculate growth rate in F3 Cell number and I have used this formula =SUM(D3:D4)/SUM(C3:C4)-1 to calculate the growth rate.
Something like this:
If I add some Sale in Current year then I drag down sum formula range in growth rate formula:
I want automatic Calculate growth rate if I add new value in Current year and then automatic collect Sale from last year in same currant year sale and calculate growth rate.
Note: Growth rate will be Calculate day by day...

I'm not certain what you require, but this might help:
=SUM(D3:D14)/SUM(OFFSET(C3,,,COUNT(D3:D14),1))-1

Related

How to evenly distribute growth to each month?

Assume my Dec'2020 revenue is 1000. My total 2021 revenue forecast is 15000.
I turned this into a monthly revenue increase evenly distributing the growth.
I set every month equals to their previous month PLUS a number(currently blank) throughout the 2021.
Then I have a SUM() formula to total every month of 2021.
I would then use goal seek to set the SUM to 15000 and change the value of the "number".
Results look like this
This has produced the desire result.
However, I am wondering if there's a faster way to do this? I would need this in a formula that I can simply drag over and get the results.
I have tried PMT formula with no luck.
Not sure if I understand what you after correctly, but here is my attempt:
Suppose you have the following named ranges:
Rev_Fcst being the forecast revenue for the next year which is 15,000 in your example;
Rev_Mth0 being the starting revenue of Month zero which is 1,000 in your case;
Rev_Growth being a dollar value of monthly revenue growth, and in your assumption this figure is fixed across the 12 months.
Suppose your data is in Column A:M being the 13 months from Dec-2020 to Dec-2021,
Use this formula to calculate Rev_Growth:
=(Rev_Fcst-Rev_Mth0*COLUMNS($A$1:$M$1))/SUMPRODUCT(ROW($1:$12))
Suppose the revenue of Month Zero Dec-2020 is in Cell A2, then in Cell B2 enter the following formula, then drag it across all the way to Month Dec-2021.
=A2+Rev_Growth
See below demonstration:
Let me know if you have any questions. Cheers :)

Getting the result for multiple input values

I would like to get the result for multiple percentage values.
Currently, it's only doing it for a single percentage value, e.g. on my screenshot for the -1,0% value.
The Sales row depends on the values from the Sales Growth rates row.
The result with the sums just sums up the values from Sales.
Is there a way to do it efficiently, without adding 3 more Sales Growth rates rows?
Edit:
Sorry I may not have expressed myself correctly.
The first two Sales growth rates have base values pre-defined.
Its values after 2019 are multiplied with $F$69 * -1,00%.
The Sales rows values are all multiplied with the according Sales growth rates values.
Thus I just want the Sales Growth Rates also being multiplied with the other percentages, thus having a sum of sales for each of the 4 percentage values.
One solution for example would be to add 3 more Sales and 3 more Sales growth rates rows, each being multiplied with the 4 percentage values. But that's very inefficient.
Edit2:
This is a screenshot of how it can be done statically in an inefficient way as I mentioned in the last part of my first edit:
My goal is to spare the cells with the green rows as shown in my first screenshot.
I think it is more a mathematical question than an Excel one.
I used a helper column to calculate the growth rates for each scenario.
The formula is =1+A5*$C$3 where A5 is -1% and C3 is 10% under 2019. Drag it down to work out the growth rates for -0.5%, -1.5% and -2%.
Then you can use either of the following formulas to find out the total sales for each scenario:
=SUM($B$2:$C$2,$C$2*(B5+B5^2+B5^3+B5^4+B5^5+B5^6+B5^7+B5^8+B5^9+B5^10+B5^11))
or
=SUM($B$2:$C$2)+SUMPRODUCT($C$2*POWER(B5,ROW($1:$11)))
Drag them down to apply to each scenario.
Let me know if you have any questions. Cheers :)

Spotfire Rolling YTD period calculation

I would like to calculate rolling YTD for previous year in Spotfire Cross Table.
Example: I have YTD for this year (Jan-Jul 2019), so I need to calculate YTD for Jan-Jul 2018.
I've already calculated YTD for previous year, but the formula works just one month and then I have to adjust it manually again.
Sum(If(([Date]>=Max(DateAdd("mm",-17,[Date]))) and ([Date] <=Max(DateAdd("mm",-12,[Date]))),[Sales]))
Could you please give me some advice how to build the formula so I don't have to adjust it every month?
Thank you very much.
This should achieve what you want, if I understood it well :
Sum(If(([Date]>=Date(Year([Date]) - 1,1,1)) and ([Date]<=Max(DateAdd("mm",-12,[Date]))),[Sales]))
It takes the sum of sales from the 1st of january of previous year until the current day and month of data of previous year.

Excel formula for cumulative interest rate with variable yearly rates

I have large table of year values along with values for that year and corresponding inflation rates for that year:
For any given period of years - lets say 10 - I'm using VLOOKUP to get the values and want to find the cumulative interest rate for that period so that I can sum the values and apply the cumulative rate.
I did find a formula for Powerpivot which does exactly what I need using SUM and LN but my Excel skills don't stretch to converting it:
Powerpivot formula
Can anyone assist here please?
You can Achieve that with Simple Excel Formulas:

I need to create an excel formula to calculate vacation time with maximum accrual of 240hours

I need to create an excel formula to calculate vacation time with a maximum accrual of 240hours. Right now my formula just calculates what is carried over from last month, earned this month and then used this month. Is there a way to make it so it only calculates up to 240 hours per month. Here is my current formula =SUM(+E13,+C14,-D14)
Actually, it would be:
=MIN(240, E13 + C14 - D14)
perhaps:
=MIN(240,E13+C14-D14)

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