I have a list of values for each month 1 to 12 in excel. When the quarter ends in December then it should sum the values for the quarter Oct, Nov, and Dec i.e. Month 10, 11, and 12. The current function used is an offset function
=SUM(OFFSET(INDEX($F$999:$F$1008,MATCH(MONTH($B1013),$E$999:$E$1008)),0,0,-3,1)).The formula works well when the starting position is Mar, Jun, Sep, and December. However, assume the quarter ending month is Jan. Then using the above function will only sum values for Jan because above that there are no values 2 months prior.
Desired outcome: If the quarter ends in Jan then it should loop through the list and sum Nov, Dec, and Jan. The goal is to perform a sensitivity analysis because the quarter ending month can be any month, and based on the quarter ending month it will sum up all the values for the quarter.
The list is given below, so if the quarter ends in Feb it should sum (Dec) 10% + (Jan) 3% + (Feb) 6% = 19%
Jan 1 3%
Feb 2 6%
Mar 3 2%
Apr 4 9%
May 5 5%
Jun 6 8%
Jul 7 3.2%
Aug 8 12%
Sep 9 6.5%
Oct 10 5.6%
Nov 11 8%
Dec 12 10%
The trick is to generate a numeric sequence that will match the required months.
Note that, in your table, the month number = the index into the table.
A formula that will generate the required sequence, such that if you the quarter ending month is January (eg month number 1) => {11,12,1} is
Office 365: =SUM(INDEX(monthly,MOD(SEQUENCE(3, ,F2+12-2)-1,12)+1,3))
older versions: =MOD(ROW(INDEX($A:$A,1):INDEX($A:$A,3))+F2+12-4,12)+1
where F2 contains the month number of the ending quarter.
So for O365:
=SUM(INDEX(monthly,MOD(SEQUENCE(3, ,F2+12-2)-1,12)+1,3))
or : =SUM(XLOOKUP(MOD(SEQUENCE(3, ,F2+12-2)-1,12)+1,monthly[monthNum],monthly[perCent]))
where monthly is the name of your table
For earlier versions, try:
=SUM(INDEX(monthly,MOD(ROW(INDEX($A:$A,1):INDEX($A:$A,3))+F2+12-4,12)+1,3))
or even:
=SUM(INDEX(monthly,N(IF(1,MOD(ROW(INDEX($A:$A,1):INDEX($A:$A,3))+F2+12-4,12)))+1,3))
In some earlier versions of Excel, you may need to "confirm" this array-formula by holding down ctrl + shift while hitting enter. If you do this correctly, Excel will place braces {...} around the formula as observed in the formula bar
I have a data which has a hotel check in date and check out date. I would be calculating the number of days spent at the hotel, I would simply subtract both of them and I have the days difference.
I now have to pick up the customers who stayed for more than 31 days and find out how many days they had spent per month. For example, some one checking in on 18th July 2015 and checked out on 18th September 2015, there should be multiple columns, corresponding to that cust which reads 13 31 18, for days spent per month. (July, Aug, Sept)
Example data and sample output :
Client Check In Check Out
Majestica Inn 22-May-15 22-Jun-15 31 9 22
Twin Tree 29-May-15 30-Jun-15 32 2 31
Connaught Mews 1-Jun-15 31-Jul-15 60 29 31
Majestica Inn 18-Jul-15 18-Sep-15 62 13 31 18
Majestica Inn 18-Jul-15 18-Sep-15 62 13 31 18
I am new to Excel, please help.
if you can be flexible about the number of columns then you can use the below formulas to get the desired output.
Formula To Get The Days:
Remark: paste this formula in cell e2 and then drag & copy.
=IFERROR(IF(AND(MONTH(E$2&"-"&YEAR($B3))>=MONTH($B3),MONTH(E$2&"-"&YEAR($C3))<=MONTH($C3)),IF(MONTH(E$2&"-"&YEAR($B3))=MONTH($B3),DATEDIF($B3,EOMONTH($B3,0),"D"),IF(MONTH(E$2&"-"&YEAR($B3))=MONTH($C3),DATEDIF(DATE(YEAR($C3),MONTH($C3),1),$C3,"D")+1,DATEDIF(DATE(YEAR($C3),MONTH(E$2&"-"&YEAR($B3)),1),EOMONTH(DATE(YEAR($C3),MONTH(E$2&"-"&YEAR($B3)),1),0),"D")+1)),""),"Err")
Formula For Concatenating:
=IFERROR(DATEDIF($B2,$C2,"D")&IF(E2<>"",",","")&CONCATENATE(E2,IF(F2<>"",",",""),F2,IF(G2<>"",",",""),G2,IF(H2<>"",",",""),H2,IF(I2<>"",",",""),I2,IF(J2<>"",",",""),J2,IF(K2<>"",",",""),K2,IF(L2<>"",",",""),L2,IF(M2<>"",",",""),M2,IF(N2<>"",",",""),N2,IF(O2<>"",",",""),O2,IF(P2<>"",",",""),P2),"")
And If You Don't Want To Add any Columns Then Try This One......
Paste in Cell D2......
=IFERROR(SUBSTITUTE(DATEDIF($B2,$C2,"D")&","&IFERROR(IF(AND(MONTH("Jan"&"-"&YEAR($B2))>=MONTH($B2),MONTH("Jan"&"-"&YEAR($C2))<=MONTH($C2)),IF(MONTH("Jan"&"-"&YEAR($B2))=MONTH($B2),DATEDIF($B2,EOMONTH($B2,0),"D"),IF(MONTH("Jan"&"-"&YEAR($B2))=MONTH($C2),DATEDIF(DATE(YEAR($C2),MONTH($C2),1),$C2,"D")+1,DATEDIF(DATE(YEAR($C2),MONTH("Jan"&"-"&YEAR($B2)),1),EOMONTH(DATE(YEAR($C2),MONTH("Jan"&"-"&YEAR($B2)),1),0),"D")+1))&",",""),"Err")&IFERROR(IF(AND(MONTH("Feb"&"-"&YEAR($B2))>=MONTH($B2),MONTH("Feb"&"-"&YEAR($C2))<=MONTH($C2)),IF(MONTH("Feb"&"-"&YEAR($B2))=MONTH($B2),DATEDIF($B2,EOMONTH($B2,0),"D"),IF(MONTH("Feb"&"-"&YEAR($B2))=MONTH($C2),DATEDIF(DATE(YEAR($C2),MONTH($C2),1),$C2,"D")+1,DATEDIF(DATE(YEAR($C2),MONTH("Feb"&"-"&YEAR($B2)),1),EOMONTH(DATE(YEAR($C2),MONTH("Feb"&"-"&YEAR($B2)),1),0),"D")+1))&",",""),"Err")&IFERROR(IF(AND(MONTH("Mar"&"-"&YEAR($B2))>=MONTH($B2),MONTH("Mar"&"-"&YEAR($C2))<=MONTH($C2)),IF(MONTH("Mar"&"-"&YEAR($B2))=MONTH($B2),DATEDIF($B2,EOMONTH($B2,0),"D"),IF(MONTH("Mar"&"-"&YEAR($B2))=MONTH($C2),DATEDIF(DATE(YEAR($C2),MONTH($C2),1),$C2,"D")+1,DATEDIF(DATE(YEAR($C2),MONTH("Mar"&"-"&YEAR($B2)),1),EOMONTH(DATE(YEAR($C2),MONTH("Mar"&"-"&YEAR($B2)),1),0),"D")+1))&",",""),"Err")&IFERROR(IF(AND(MONTH("Apr"&"-"&YEAR($B2))>=MONTH($B2),MONTH("Apr"&"-"&YEAR($C2))<=MONTH($C2)),IF(MONTH("Apr"&"-"&YEAR($B2))=MONTH($B2),DATEDIF($B2,EOMONTH($B2,0),"D"),IF(MONTH("Apr"&"-"&YEAR($B2))=MONTH($C2),DATEDIF(DATE(YEAR($C2),MONTH($C2),1),$C2,"D")+1,DATEDIF(DATE(YEAR($C2),MONTH("Apr"&"-"&YEAR($B2)),1),EOMONTH(DATE(YEAR($C2),MONTH("Apr"&"-"&YEAR($B2)),1),0),"D")+1))&",",""),"Err")&IFERROR(IF(AND(MONTH("May"&"-"&YEAR($B2))>=MONTH($B2),MONTH("May"&"-"&YEAR($C2))<=MONTH($C2)),IF(MONTH("May"&"-"&YEAR($B2))=MONTH($B2),DATEDIF($B2,EOMONTH($B2,0),"D"),IF(MONTH("May"&"-"&YEAR($B2))=MONTH($C2),DATEDIF(DATE(YEAR($C2),MONTH($C2),1),$C2,"D")+1,DATEDIF(DATE(YEAR($C2),MONTH("May"&"-"&YEAR($B2)),1),EOMONTH(DATE(YEAR($C2),MONTH("May"&"-"&YEAR($B2)),1),0),"D")+1))&",",""),"Err")&IFERROR(IF(AND(MONTH("Jun"&"-"&YEAR($B2))>=MONTH($B2),MONTH("Jun"&"-"&YEAR($C2))<=MONTH($C2)),IF(MONTH("Jun"&"-"&YEAR($B2))=MONTH($B2),DATEDIF($B2,EOMONTH($B2,0),"D"),IF(MONTH("Jun"&"-"&YEAR($B2))=MONTH($C2),DATEDIF(DATE(YEAR($C2),MONTH($C2),1),$C2,"D")+1,DATEDIF(DATE(YEAR($C2),MONTH("Jun"&"-"&YEAR($B2)),1),EOMONTH(DATE(YEAR($C2),MONTH("Jun"&"-"&YEAR($B2)),1),0),"D")+1))&",",""),"Err")&IFERROR(IF(AND(MONTH("Jul"&"-"&YEAR($B2))>=MONTH($B2),MONTH("Jul"&"-"&YEAR($C2))<=MONTH($C2)),IF(MONTH("Jul"&"-"&YEAR($B2))=MONTH($B2),DATEDIF($B2,EOMONTH($B2,0),"D"),IF(MONTH("Jul"&"-"&YEAR($B2))=MONTH($C2),DATEDIF(DATE(YEAR($C2),MONTH($C2),1),$C2,"D")+1,DATEDIF(DATE(YEAR($C2),MONTH("Jul"&"-"&YEAR($B2)),1),EOMONTH(DATE(YEAR($C2),MONTH("Jul"&"-"&YEAR($B2)),1),0),"D")+1))&",",""),"Err")&IFERROR(IF(AND(MONTH("Aug"&"-"&YEAR($B2))>=MONTH($B2),MONTH("Aug"&"-"&YEAR($C2))<=MONTH($C2)),IF(MONTH("Aug"&"-"&YEAR($B2))=MONTH($B2),DATEDIF($B2,EOMONTH($B2,0),"D"),IF(MONTH("Aug"&"-"&YEAR($B2))=MONTH($C2),DATEDIF(DATE(YEAR($C2),MONTH($C2),1),$C2,"D")+1,DATEDIF(DATE(YEAR($C2),MONTH("Aug"&"-"&YEAR($B2)),1),EOMONTH(DATE(YEAR($C2),MONTH("Aug"&"-"&YEAR($B2)),1),0),"D")+1))&",",""),"Err")&IFERROR(IF(AND(MONTH("Sep"&"-"&YEAR($B2))>=MONTH($B2),MONTH("Sep"&"-"&YEAR($C2))<=MONTH($C2)),IF(MONTH("Sep"&"-"&YEAR($B2))=MONTH($B2),DATEDIF($B2,EOMONTH($B2,0),"D"),IF(MONTH("Sep"&"-"&YEAR($B2))=MONTH($C2),DATEDIF(DATE(YEAR($C2),MONTH($C2),1),$C2,"D")+1,DATEDIF(DATE(YEAR($C2),MONTH("Sep"&"-"&YEAR($B2)),1),EOMONTH(DATE(YEAR($C2),MONTH("Sep"&"-"&YEAR($B2)),1),0),"D")+1))&",",""),"Err")&IFERROR(IF(AND(MONTH("Oct"&"-"&YEAR($B2))>=MONTH($B2),MONTH("Oct"&"-"&YEAR($C2))<=MONTH($C2)),IF(MONTH("Oct"&"-"&YEAR($B2))=MONTH($B2),DATEDIF($B2,EOMONTH($B2,0),"D"),IF(MONTH("Oct"&"-"&YEAR($B2))=MONTH($C2),DATEDIF(DATE(YEAR($C2),MONTH($C2),1),$C2,"D")+1,DATEDIF(DATE(YEAR($C2),MONTH("Oct"&"-"&YEAR($B2)),1),EOMONTH(DATE(YEAR($C2),MONTH("Oct"&"-"&YEAR($B2)),1),0),"D")+1))&",",""),"Err")&IFERROR(IF(AND(MONTH("Nov"&"-"&YEAR($B2))>=MONTH($B2),MONTH("Nov"&"-"&YEAR($C2))<=MONTH($C2)),IF(MONTH("Nov"&"-"&YEAR($B2))=MONTH($B2),DATEDIF($B2,EOMONTH($B2,0),"D"),IF(MONTH("Nov"&"-"&YEAR($B2))=MONTH($C2),DATEDIF(DATE(YEAR($C2),MONTH($C2),1),$C2,"D")+1,DATEDIF(DATE(YEAR($C2),MONTH("Nov"&"-"&YEAR($B2)),1),EOMONTH(DATE(YEAR($C2),MONTH("Nov"&"-"&YEAR($B2)),1),0),"D")+1))&",",""),"Err")&IFERROR(IF(AND(MONTH("Dec"&"-"&YEAR($B2))>=MONTH($B2),MONTH("Dec"&"-"&YEAR($C2))<=MONTH($C2)),IF(MONTH("Dec"&"-"&YEAR($B2))=MONTH($B2),DATEDIF($B2,EOMONTH($B2,0),"D"),IF(MONTH("Dec"&"-"&YEAR($B2))=MONTH($C2),DATEDIF(DATE(YEAR($C2),MONTH($C2),1),$C2,"D")+1,DATEDIF(DATE(YEAR($C2),MONTH("Dec"&"-"&YEAR($B2)),1),EOMONTH(DATE(YEAR($C2),MONTH("Dec"&"-"&YEAR($B2)),1),0),"D")+1))&",",""),"Err")&"0|",",0|",""),"")
Good Luck .............