I have a table in an Excel workbook that I'm using to manage a budget for various accounts. Every month I want the budget to increase by some small percentage. I've built a simplistic demo of that I need at Calculate monthly budget increase
Here's a screenshot of it:
I basically need a formula that increases the budget every month, per account, by adding a given percentage (in cell B1) to the previous month. Note, not interested in using VBA. This has to be done with a formula.
Hope that makes sense. Suspect I haven't explained myself very well.
Using an Excel Table for this is an unfortunate decision, because in a table you'd typically have the same formula applied to the whole column. In your case it looks as if that will not be the case, since some rows have values manually entered and you seem to want the empty cells to contain formulas.
You can use this formula starting in cell F3
=F2+(F2*$B$1)
Copy and paste to all empty cells in the column.
Related
I'm trying to calculate the costs of purchased items for each business for every month. The problem I'm experiencing is that it will sum the whole of column B. This is my current formula: =SUMPRODUCT(C:C)+(COUNTIFS(G5,A:A)). This Qty is a negative number as they are being removed from the store room and then charged to the business.
Below is my current table I am working with:
Any help with this much appreciated!
You could just use a pivot table. However, I generally dislike them as I prefer to have more control over them than what Excel gives me.
There is no need to use SUMPRODUCT. SUMIFS is the formula you are looking for:
=SUMIFS($C:$C,$D:$D,$F5,$A:$A,G$4)
I'd suggest not using whole column references, but if it's only a small workbook, it shouldn't cause too much slow down.
I would suggest converting your data to an excel table. You can then refer to the data by column name.
If I understand you want to sum the cost for each Business unit for each month. This formula should work with slight adjustment on your part (since I can't see your columns/rows).
=SUMPRODUCT(($A$2:$A$50=G$2)*($D$2:$D$50=$F3)*($C$2:$C$50*$B$2:$B$50))
- or if column "C" is the total
=SUMPRODUCT(($A$2:$A$50=G$2)*($D$2:$D$50=$F3)*($C$2:$C$50))
Change G2to your month criteria
Change F3to your business criteria
And change your ranges accordingly
To break this down:
(A2:A50=G2) - Gets the cells that match the month criteria
(D2:D50=F3) - Gets the cells that match the business criteria
(C2:C50*B2:B50) - Multiply the Qty * Cost
I'm working on a visualization in Tableau, regarding numbers for actual figures, budgets, and estimates. For budget and estimate, I also want to show the percentage of difference compared to the actual. I have these numbers for several categories.
I recreated an example as below.
What I now want is: Hide the percentage calculation ONLY for the actuals column.
I tried several things. but it always ends in multiple columns being deleted. How can I do this?
(Percentages are calculated across table and based on "actual" scenario).
Edit 1: As in one of the answers, creating seperate calculated fields for each value is an option. But in my problem, I will have a lot of measures where I want to disply it this way. So creating 5 calculated fields for every measure is really a last option.
Also: I now solve it using 2 different sheets on the dashboard. One sheet with actual numbers, and one sheet with percentages (hiding the actual column). But then the line up is not so nice, and also when the sorting of the dimension changes, it is tricky. I have also options to drill down the hierarchy of a dimension, and with two sheets, one of the two will of course not adapt then.
Currently you are using F1 for rows and F2 for columns and measures that will split to as many values as F2 has (Currently their are 3 columns).
Solution that I can think of in this particular case is to remove F2 from columns part and create 5 formulas for the measures.
Actual Sum // Since we don't want Acutal (%diff) we won't create that formula
Budget sum
Budget (%Diff)
Estimate Sum
Estimate (%Diff)
Now formula will be like
If F2 = "Actual" //Same goes for Budget and Estimate
Then f3
End
Take one more sheet now add the quick table calculation for difference for Budget and Estimate and add those to Formula fields.
Now place all 5 formulas in columns part, So you have your measures.
To add the column headings you can use dashboard, Add the sheet to dashboard and manually add texts to the measures that will look like the one you have attached in screen shot.
I have implemented a sample using Sample super store and attaching the screenshot for the same.
I have been tailoring an excel sheet for budget analysis using a pivot table.
Works quite well actually!
One of the fields I have above the table is a reporting of the 1st, 2nd and (depending on the schedule the 3rd) pay check in a month.
Right now I am using this formula:
1st
=INDEX(bk_download!$D$2:$D$200, SMALL(IF(bk_download!$B$2:$B$200="DFAS-CLEVELAND FED SALARY ***********xxxx", ROW(bk_download!$B$2:$B$200)-ROW(INDEX(bk_download!$B$2:$B$200,1,1))+1),1))
2nd
=INDEX(bk_download!$D$2:$D$200, SMALL(IF(bk_download!$B$2:$B$200="DFAS-CLEVELAND FED SALARY ***********xxxx", ROW(bk_download!$B$2:$B$200)-ROW(INDEX(bk_download!$B$2:$B$200,1,1))+1),2))
3rd
=INDEX(bk_download!$D$2:$D$200, SMALL(IF(bk_download!$B$2:$B$200="DFAS-CLEVELAND FED SALARY ***********xxxx", ROW(bk_download!$B$2:$B$200)-ROW(INDEX(bk_download!$B$2:$B$200,1,1))+1),3))
As you can see in the formula, it's referencing another sheet in the file. What I am trying to do is move the source data to a whole separate file that will be a continuous dump of our bank statements. I've successfully pointed the pivot table source to the new file and it's pulling everything in fine, then applying a date filter for the table for whichever month we're on (set manually).
The catch with this formula I pasted is it works great for finding the 1st, 2nd and 3rd occurrence of the specified keywords, but of course only if a months worth of data is in the sheet.
How would this be changed to allow a date filter?
I.e cells A1 and B2 would be 5/1/18 and 5/31/18, use those two cells to define what the formula should look within to return the needed result.
EDIT: New formula. AND doesn't behave that way with array formulas.
Just add the date conditions to your IF statement. Say your dates in bk_download were in column A and your filter dates were in A1 and B1, this should work for the first formula:
=IFERROR(INDEX($D$2:$D$32, SMALL(IF(($B$2:$B$32="DFAS-CLEVELAND FED SALARY ***********xxxx")+($A$2:$A$32<=$B$1)+($A$2:$A$32>=$A$1)=3, ROW($B$2:$B$32)-ROW(INDEX($B$2:$B$32,1,1))+1),1)),"None")
Change "None" to whatever value/message you want when nothing is found.
I have a spreadsheet that provides monthly results for the last year. The layout is 7 columns per month, each column is the same information for each month (count and rate of various things).
I need to trigger a true/false based on both count and rate being above threshold values in any of the twelve months.
I can do this using either nested IFs or just a lot of IF statements, but was wondering if anyone has a better suggestion? I am open to formulas or VBA, whatever would be most robust.
Image of how each month is arranged
It's a little hard to tell from your spreadsheet what the layout is, but I tried to recreate it (See image below). I entered the function =IF(OR(B2>0.04,C2>2),$A$2) into cell A7 and dragged it across the spreadsheet. All the values you're looking for should be under the Month column. To prevent the function from changing its reference to the first column Name, I used absolute referencing, with dollar symbols $A$2. This way you don't have to keep changing it back to the specified column. Hope this helps.
I have a table for capacity management, that contains information about teams working on project in time. I would like to be able to create a new table, that would basically tell me, which team is overloaded. I guess example would explain it better:
Here is simplified table 1
The number indicates how many resources is needed from the team on given day
Here is the second table, that I need
The numbers in columns is sum of all numbers for the team for the specific day across all projects.
Is this somehow possible? Thanks for any advice!
Create a summary table with the dates in the column headers and the team names in the row headers. Then you can use a SumProduct() formula to calculate the totals per team and date. Refer to the screenshot below.
The formula in cell B13 is
=SUMPRODUCT(($B$1:$H$1=B$12)*($A$2:$A$8=$A13)*$B$2:$H$8)
Copy across and down. The summary table can be on a different sheet. Just make sure that you get the references right and pay attention to the placements of the $ signs.