Spread values over a year in Excel - excel

I need to forecast project values along the year.
I have for example:
3 'A' Projects per year
5 'B' Projects per year
20 'C' Projects per year
Projects all worth 10$.
Setup range:
I need to spread their values in a months table, in google sheet (or excel) using formulas.
Expected result :
I thought it was a very similar issue than "one every N-th column", so I tried using modulo:
In E2:
=$C2*ROUND(DIVIDE($B2,12))+IF(MOD(MONTH(E$1),12/$B2)=0,$C2,0)
But it works only when 'nb per year' is a divider of 12 (1,2,3,4,6..)
I don't need any particular spread rule (random, counting from the first month ..) as soon as I have N projects total in the whole year.
How can I do?
Thanks a lot for the help !
Arno

This will do what you want:
=$C2*(INT(COLUMN(B:B)/(12/$B2))-INT(COLUMN(A:A)/(12/$B2)))
My spacing is slightly different than yours, but it is close.

Related

Is there a way to find the time between 2 dates after subtracting in excel?

I am given this task to complete
"What is the average time for a project to go to 3-Offered per year for the years 2016, 2017, and 2018? Use the formula # Days = [Date Offered] - [Start Date].
Only projects where [Project Template] = "Pre-Approval" will have an offered date, no need to include Fast Track projects in the data."
my current function I am trying to use is
=AVERAGE(IF((B:B="Pre-Approval")*(C:C="3-Offered")*(YEAR(D:D)=2016),E:E-D:D)) but I am getting the #VALUE! and I'm not sure why.
I will link a screenshot of some of the data used for this task.
[Column D is the start date and Column E is the Offered Date]
I think it is easier if you break down the problem into smaller pieces.
First, I would separate the years from the offered date. On a different column, e.g. Year, I would apply =YEAR() for every item in your Offered Date column.
Second, I would take another column, call it Diff, and apply =OfferedDate-StartDate.
Then, for each individual year I would apply =AVERAGEIFS(diff_column_range, year_column_range, "3-Offered", year_column, required_year)
I have an example for you here: https://1drv.ms/x/s!AhMbe-MPmuFCggjutWepn-QtMri4?e=CxpTCW
Let me know if this works for you.
Cheers!

Excel formula to split an amount per year depending on expenditure days within a date range

I am in the process of building a formula to split a total cost (in column J) based on start and end expenditure periods that can vary from 2021 to 2031. Based on the days between the expenditure period dates (column M), I managed to work out to split the cost using the formulas below up to 2023 but it is not consistent and at times incorrect.
In cell P5 I have the following formula. For year 2021, I seem to get the correct split result.
=IF($K5>AS5,0,$J5/$M5*(AS5-$K5))
In cell Q5, I have the following formula. For year 2022, I seem to get the correct spit as well
=MIN(IF(SUM($N5:P5)>=$J5,0,IF($L5>=AS5,$J5/$M5*(AS5-AR5),$J5/$M5*($L5-MAX(AR5,$K5)))),K5)
However, I don't get the right result in cell Q6 which has the same formula but different dates
=MIN(IF(SUM($N6:P6)>=$J6,0,IF($L6>=AS6,$J6/$M6*(AS6-AR6),$J6/$M6*($L6-MAX(AR6,$K6)))),K6)
Cell R6 shouldn't return any result because it is out of date range. This is where things get mixed up.
Note that from column AR to BC, it is all year end dates from 2020 to 2031 as shown below.
Is there a better way to tackle this sort of formula as I seem to get dragged into a long and unreliable way of doing this.
Here single function(♣) that will create a series of pro-rata multipliers (of appropriate length) for any given start/end date:
EDIT: see end of soln for extended version per OP comment to original soln...
SINGLE FUNCTION
=J11*(LET(dates,EDATE(DATE(YEAR($K11),1,1),12*(SEQUENCE(1,YEAR($L11)-YEAR($K11)+2,1))),IF(dates<K11,K11,IF(dates<L11,dates,L11)))-LET(dates,EDATE(DATE(YEAR($K11)-1,1,1),12*(SEQUENCE(1,YEAR($L11)-YEAR($K11)+2,1))),IF(dates<K11,K11,IF(dates<L11,dates,L11))))/(L11-K11)
It may appear somewhat unwieldy in length, but it is far more robust (and concise) compared to the combination of steps/series you have created. What's more, it returns the precise answer RE: pro-rata payments and is guarenteed to never over/under-run RE: total payment (by design).
BREAK-DOWN
Comprises 3 distinct parts (some of which are similar in pattern/formation):
1] First part - create a series (array) of years spanning start-end dates:
=LET(dates,EDATE(DATE(YEAR($K5)-1,1,1),12*(SEQUENCE(1,YEAR($L5)-YEAR($K5)+2,1))),IF(dates<K5,K5,IF(dates<L5,dates,L5)))
Thanks to the lovely Spill functionality the new Office 365 variant Excel boasts, you never have to worry about how many years are required -- so long as you have the space to the right of this workbook (would be unusual otherwise - assuming you start in column O and clear any content to the right of this, you'd need an end date beyond the year 2557 (26th century) to run out of columns! ☺
2] Second part is merely a replica of the firs series, albeit shifted to the right 'once' (so starts with the 2nd element in the 1st series):
=LET(dates,EDATE(DATE(YEAR($K5),1,1),12*(SEQUENCE(1,YEAR($L5)-YEAR($K5)+2,1))),IF(dates<K5,K5,IF(dates<L5,dates,L5)))
3] Third part - you have the basic ingredients from parts 1 and 2 to complete the required task easily: simply deduct series 2 from 1 (giving days between successive dates in series 1 - i.e. days for each year between start and end dates), divide by total days (to yield pro-rata multipliers), and then multiply these by the total £amount and voila - you have your series!
=J5*(O6#-O5#)/(M5)
♣ Caveat(s) - assuming you have Office 365 compatible version of Excel (which is quite common nowadays)
*EDIT - EXTENDED VERSION
Given above, the following extends this to align monetary results (1st table, o11:w21) within respective calendar period columns (spanning the entire period in question).
This soln:
Determines header row based upon the number of columns & corresponding calender periods (financial yrs commencing 1/1) as an array function (i.e. dynamic range)
Utilises a modified version of the eq. provided for dates arrage (refer: "First Part", original soln)
Comment - same caveats as before - i.e. Office 365 etc.
Screenshot(s)/here refers:
DATES (HEADER) - Y10 (array)
=LET(y_,MIN(K11:K21),x_,MAX(L11:L21),EDATE(DATE(YEAR(y_)-1,1,1),12*(SEQUENCE(1,YEAR(x_)-YEAR(y_)+2,1))))
Comment - enter once within single cell Y10 - i.e. as an array function with Spill to right
ALIGNED/SHIFTED FINANCIALS - Y11:Y21 (each cell in col is an array)
=IFERROR(IF(Y$10#<EDATE(K11,-12),"",IF(Y$10#>EDATE(L11,12),"",INDEX(O11#,1,MATCH(Y$10#,EDATE(DATE(YEAR($K11)-1,1,1),12*(SEQUENCE(1,YEAR($L11)-YEAR($K11)+2,1))),0)))),"")
Comment - enter this as an array fn. (#SPILL! to the right) in each cell within column Y (can drag this function down Y11:Y21 as required)

Get sum of cells containing "Vacation" except when related date matches certain day & month

oversimplified i have two columns: Date and Text; I want to check my current amount of vacation days based on the first date in row 2, so i came up with the following formula:
="Available vacation days: "&YEARFRAC(A2;TODAY())*12*(25/12)
I calculate the fraction of the year based on the first date and todays date, multiply it by 12 to get months and multiply it again by the total amount of vacation days in my contract per month. Now i got another formula to collect me all cells in column B containing "Vacation", pretty straight forward:
=COUNTIF(B:B;"Vacation")
Now the interesting part - i got the formula who gives me a boolean if a datetime matches the 24th or 31st of december:
=AND(OR(DAY(A53)=24;DAY(A53)=31);MONTH(A53)=12)
I want to count vacation days happening on a 24th or 31st of december as a half-vacation day (0.5), and otherwise fully (as a 1). Then i want to combine my first statement with this result and subtract the used vacation days. I read about VLOOKUP and XLOOKUP but am unsure if this fits this purpose. I want to avoid having an extra column with my boolean returns and rather have this one cell giving me all the information combined.
Without introducing another column, and using DAY and MONTH
It's nearly impossible, and just unnecessarily so...
Please reconsider this, what will happen if you want to add 4th of July as a holiday?
Your formula =AND(OR(DAY(A53)=24;DAY(A53)=31);MONTH(A53)=12) only works for 1 row at a time. So, we can't ever use it with a list, because you will get the whole list as a result every single time. You can't divide them into smaller lists and join them together, there is no such functionality without VBA.
In the future, do not set arbitrary constraints like "no additional columns", you can hide them if you don't like them. And if you don't need them, remove unnecessary rows like non-vacation rows. They are irrelevant, so why not separate the two.
Just to prove my point, here's the solution you wanted:
Solution
=COUNTIFS(B2:B9;"Vacation") - (COUNT(IFERROR(FILTER(FILTER(FILTER(A2:A9;B2:B9="Vacation");MONTH(FILTER(A2:A9;B2:B9="Vacation"))=12);DAY(FILTER(FILTER(A2:A9;B2:B9="Vacation");MONTH(FILTER(A2:A9;B2:B9="Vacation"))=12))=31);0))+(COUNT(IFERROR(FILTER(FILTER(FILTER(A2:A9;B2:B9="Vacation");MONTH(FILTER(A2:A9;B2:B9="Vacation"))=12);DAY(FILTER(FILTER(A2:A9;B2:B9="Vacation");MONTH(FILTER(A2:A9;B2:B9="Vacation"))=12))=24);0))))*0,5
It works, but it's a pain to read, use and maintain.
A2:A9 refers to the dates column
B2:B9 refers to the text column
So in the future, the last thing you want to do is set arbitrary constraints. Furthermore, why use functions like MONTH and DAY when we can just read the text? That way you could even create a table of holidays to search for instead. That will be no fun task with this setup. (Oh, and if it's because of the year, just strip it away from the text when you want to know only the month and day.
Best of luck!

Excel count number of dates (in rows) which fall under a predetermined period

So i have been playing with Excel for a while, and one thing led to another, i wanted to try this: How would i calculate the instances of dates (such as below) in one sheet
And count which of those dates fall under the 30/60/90 day period (such as below) I'm looking to see if i could have a final tally up the number of instances of dates which fall below 30/60/90 days to the current date in another sheet.
Using the table example gave that i would know that 2 dates fall under the 30/60 days period, and one fell under the 90 days period
Is there a solution to my predicament?
Edit: More accurate question
Use nested IF() function.
=IF(TODAY()-B2<=30,30,IF(TODAY()-B2<=60,60,IF(TODAY()-B2<=90,90,"Other period")))
Or try IFS() if you have Excel-365.
=IFS(TODAY()-B2<=30,30,TODAY()-B2<=60,60,TODAY()-B2<=90,90)
Another option is-
=XLOOKUP(TODAY()-B2,{30,60,90},{30,60,90},"Other Period",1)
You could try:
Formula in E2:
=SUMPRODUCT(--(CEILING(D$6-B$2:B$6,30)=D2))

Excel - Evaluate multiple cells in a row and create report or display showing lowest to highest

In an Excel 2003 spreadsheet, I have the top row of cells calculating the number of days and hours I have worked on something based on data I put in the cells below for each category. For example I enter the time spent on Programming, Spoken languages, house, piano, guitar...etc. The top cell in each category will keep track of and display how many days and hours I spent as I add the time spent for each category each day. I want to evaluate this top row and then list in a "report" (like a pop up box or another tab or something) in order from least amount of time to the most amount of time. This is so I can see at a glance which category is falling behind and what I need to work on. Can this be done in Excel? VBA? Or do I have to write a program from scratch in C# or Java? Thanks!
VH
Unbelievable... I've been scolded for trying to understand an answer and requested to mark this question answered. I don't see anything to do this and could not find anything that tells you how, so I'm just writing it here. MY QUESTION WAS ANSWERED... But thanks anyway...
Consider the following screenshot:
The chart data is built with formulas in columns H3:I3 and below. The formulas are
H3 =INDEX($B$3:$F$3,MATCH(SMALL($B$2:$F$2,ROW(A1)),$B$2:$F$2,0))
I3 =INDEX($B$2:$F$2,MATCH(SMALL($B$2:$F$2,ROW(A1)),$B$2:$F$2,0))
Copy down and build a horizontal bar chart from the data. If you want to change the order of the source data, use LARGE() instead of SMALL().
Alternative Approach
Instead of recording your data in a matrix, consider recording in a flat table with columns for date, category and time spent. That data can then easily be evaluated in many possible ways without using any formulas at all. The screenshot below shows a pivot table and chart where the data is sorted by time spent.
Edit after inspecting file:
Swap rows 2 and 3. Then you can choose one of the approaches outlined above.
Consider entering the study time as time values. It is not immediately clear if your entry 2.23 means 2 hrs and 23 minutes, or 2 hrs plus 0.23 of an hour, which totals to 2hrs, 13 minutes.
If you are using the first method, then all your sums involving decimals are off. For example, the total for column B is 7.73 as you sum it. Is that meant to be 7 hrs and 73 minutes? That would really be 8 hrs and 13 minutes, no? Or is it meant to be 7 hrs and 43 minutes? You can see how this is confusing. Use the colon to separate hrs and minutes and - hey - you can see human readable time values and don't have to convert minute values into decimals.

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