Assume that we are currently in the month March. I have a table with all the months and a list of products. Inside each column i have the number sales a product has made on that month, like so:
Notice i have a cell containing "Total until current month". I would require a formula to find out the total amount of sales of a specific product (product A for example) up until March (current month) as you can see with the manually typed 6, 1 in Jan and 5 in Feb.
I would usually do this by finding the sum of cell C4 and D5. But this should be 1 dynamic formula that is updating as we progress onto next month. So as an exammple, in April, it will find the sum of cell C4 - E5 (Jan - March) and update the value.
Is this possible?
Regards
Put a helper row above the month names that has the month numbers 1-12.
Then use SUMIFS():
=SUMIF($C$2:$N$2,"<=" &MONTH(TODAY()),C4:N4)
You could hide that row so it is not visible and not readily accessible.
In row 3 put month numbers. Now if in cell Q4 you have a month number that you want to relate to use:
=SUMIF($C$3:$N$3,"<"&$Q$4,C5:N5)
for sum of A and drag down for other products.
If you want to pick the product you want sum for and have it all in one cell, then assuming that in cell R4 you have your product name (e.g. "B") write
=SUM((C3:N3<Q4)*C5:N6*(B5:B6=R4))
and press ctrl+shift+enter.
The simplest solution is to leave E4 through N4 empty. Only put a value in E4 once March is complete and you have a value for March. This will allow a formula like:
=SUM(C4:N4)
for Product A
Related
I needed help generating a formula week wise. My goal is to have the First Contact (FC) and Follow-up (FU) calculated from Wednesday of a week to the Tuesday of next week by looking at the dates. So, in this case on cell M10 the FC should be 5 and on cell N10 the FU should be 3 and then again it would calculate for the next week from Wednesday until Tuesday so on M16 it should calculate FC as 1 and on N16 the FU as 4.
I need to continuously record data for further weeks therefore need a formula which could do so. Would a SUMIF be a good option here?
Currently I have the following formulas:
=COUNTIF(A:A,"First Contact") which calculates 6
=COUNTIF(A:A,"Follow-up") which calculates 7
Formula in cell C2:
=IF(A2<>"";"";COUNTIFS(A:A;"First Contact";B:B;"<="&B1;B:B;">="&B1-6))
Formula in D2:
=IF(A2<>"";"";COUNTIFS(A:A;"Follow_up";B:B;"<="&B1;B:B;">="&B1-6))
Drag to bottom.
Since your data is sorted you could use the following:
In M10 use: =COUNTIF($A$1:$A10,"First Contact")-SUM(M$1:M9)
And in N10 use: =COUNTIF($A$1:$A10,"Follow-up")-SUM(N$1:N9)
And since your results show in an empty row, if you want a draggable solution, wrap it in IF like this: =IF($A10="",COUNTIF($A$1:$A10,"FC")-SUM(M$1:M9),"")
The $ in the range reference for column letter and row number will lock the position if you drag the formula or copy it and paste it elsewhere.
I can't get this formula working properly. Here is what I need to do (see included image below):
I need the data in rows 9-10 (sales) to be displayed/copied in rows 28-29 (collections) based on the number in cells C9 and C10 (payment terms). For example, if there are $1,900 in GM sales on Tuesday, Jan 5 (cell F9) and payment terms are 10 days (cell C9), then I need $1,900 displayed on Tuesday, Jan 19 (cell P28), in the collections section (rows 28-29), 10 business days from when the sales were made. Does this make sense? Here is the formula I am using now (starting in cell E28 and being dragged to the right):
=IF(COLUMN() - E9 < 1, 0, INDIRECT(ADDRESS(9, COLUMN() - $C$9)))
However, it is not working completely. It is moving the data labels to the left of the data table that are not supposed to be included in the data table. Only sales data starting in cell E9 are supposed to be moved. You can see this issue in row 28 (columns J-N) in the image below.
This formula also has to work with payment terms from 1 day - 10 days. So, the $5,000 in Ford sales on Monday, Jan 4 (cell F10), with payment terms of 3 days (cell C10), needs to be displayed on Friday, Jan 8 (cell I29).
Let me know if you need any additional details to solve this issue. Thanks!
Is this what you're looking for?
=IFERROR(INDEX($E$9:$X$13,MATCH($B28,$B$9:$B$13,0),MATCH(WORKDAY(E$5,-INDEX($C$9:$C$13,MATCH($B28,$B$9:$B$13,0))),$E$5:$X$5,0)),0)
The formula indexes the sales amounts and shows the amount in the row where the customer name mentioned at sales equals the customer at the result section with the column where the result date equals the date mentioned at sales minus the number of workdays mentioned behind the customer name at the sales section.
I have a table with two active columns. In Column A I have all the dates between, let`s say, January 1, 2012 to December 31, 2019. In column B I have a corresponding name. For instance:
[
etc.
I want to create ranges based on criteria, like:
The trick is, this should be done by calendar year, which means that during the 8-year period, I should have 8 set of 3 columns (from / to / name), one for each calendar year. If one range covers two years (let's say, November 1, 2012 to February 1st, 2013), the last row of 2012 should read
2012-11-01 to 2012-12-31
while the first row of 2013 will read
2013-01-01 to 2013-02-01
I managed to separate the ranges, but for some reason I am not able to go further and do that for each calendar year. Is there a way to do that?
Let's assume you want to place your 8 set of 3 columns starting from column G and that your list in the range D:F has headers in row 1 and data from row 2 on. In cell G1 write down your first year (2012), in cell H1 "From", in cell I1 "To" and in cell J1 "Name".
Now in cell H2 write this formula:
=IF(IF(OR(IF(AND($E2>=DATE(G$1,1,1),$D2<=DATE(G$1,12,31)),1,0),IF(AND($D2>=DATE(G$1,1,1),$E2<=DATE(G$1,12,31)),1,0)),1,0),MAX($D2,DATE(G$1,1,1)),"")
In cell I2 write this formula:
=IF(IF(OR(IF(AND($E2>=DATE(G$1,1,1),$D2<=DATE(G$1,12,31)),1,0),IF(AND($D2>=DATE(G$1,1,1),$E2<=DATE(G$1,12,31)),1,0)),1,0),MIN($E2,DATE(G$1,12,31)),"")
In cell J2 write this formula:
=IF(AND(H2<>"",I2<>""),F2,"")
Drag the 3 of them all the way down accordingly to your need. You can then copy the G:J range and paste any time you need next to itself; just change the year in the top left cell and it should do the trick.
Report any question you have or bug you have encountered. If, according to your judgment, this answer (or any other) is the best solution to your problem you have the privilege to accept it (link).
I am creating a revenue recognition model that tells the user the specific months X amount of revenue falls into based on specific start date. For example, I have an invoice dated 1/1/17 for $1200 total in monthly services that will be incurred over the next 3 months ($400 per month)
I want to create the model so the user enters the invoice date "1/1/17", the invoice amount "1200", and the number of months the invoice amount is spread over. In this case "3".
The model is setup with 24 columns which have the MM/YYYY header in each column. "Jan 2017, Feb 2017..Dec 2018". As the user enters the date, amount and # months, the values per month "400" will populate in Jan, Feb, and March 2017. The remaining months will have zero or be blank because no revenue will be allocated in those months.
I don't want anyone to give me the answer here, but I don't even know if this is possible in excel without using VBA. Some insight in how to get started would be helpful. Thanks!
This could be a start:
B1, B2 and B3 are the input cells. B1 must be a date not a string.
D1 to O1 are the months. The values must be dates, not strings, but could then be formatted to show only month and year. Format MMM YYYY for example.
You need only inputting D1 and E1 as dates 2017-01-01 and 2017-02-01, then select D1:E1 and fill to right. Then a series will be created having from step to step the difference of E1 - D1, which is 1 month in this example.
Formula in D2 is
=IF(AND(D$1>=DATE(YEAR($B$1),MONTH($B$1),1),D$1<=DATE(YEAR($B$1),MONTH($B$1)+$B$3-1,1)),$B$2/$B$3,"XX")
and can be filled to right as needed. In the example up to O2.
Now if you are changing any of the input cells, the values in D2 to O2 will also changing due to the formula.
I have a spreadsheet that tracks average file processing times over the course of a month. One of the macros and stats that we like to pull, is performance on Mondays (as the files are a little built up over the weekend). The spreadsheet is organized into columns by weekdays of the month:
The dates are formatted MM/DD/YYYY, so I would think Excel has a date function that it can determine weekday based on that date value.
Currently, I just have to manually tell the Macro which columns are Mondays, like so:
=AVERAGE(B20,G20,L20,Q20)
So, instead of manually, how would I get the average over the range of say, B20 to V20, only if the day of the week is Monday (the date cells are in row 1, so B1 to V1)?
To determine the weekday of a date in EXCEL use the =WEEKDAY() formula, which evaluates as 1 (Sunday) to 7 (Saturday)
e.g. If A1 contains 12/31/2016 (or 31/12/2016 if you're from where I'm from), the formual =WEEKDAY(A1) would evaluate to 7 (indicating that the last day of 2016 was a Saturday)
To apply this formula to your problem: (assuming that the dates are in row 1 and the values are in row 2)
insert a new row to hold the WEEKDAY() value (say, row 2)
in cell A2 type in =WEEKDAY(A1)
copy this formula as far right as necessary (to include all your dates)
Your average for Mondays is calculated as =AVERAGEIF(2:2, 2, 3:3)
Possibly, you can add a column called [Day Of The Week] and use the following formula to display the day.
TEXT(B4,"dddd")
Then add an 'If'statement to your result cell.
simply
=SUMPRODUCT((MOD(B1:V1,7)=2)*B20:V20)/SUMPRODUCT((MOD(B1:V1,7)=2)*1)
should give the average of all values from B20 to V20 if the corresponding cell in row 1 is a monday.
the first part sums the values of all mondays and the second part counts them (sum / count = average) ;)
If you have any questions, just ask.
If your date is in A1, you can use =Text(A1,"dddd") to determine the day of the week (it will return the name, "Monday", "Tuesday", etc.) so then you could do perhaps:
=If(text(A1,"dddd")="Monday",[do whatever],[do whatever]) (may need a helper row/column to hold the text of the weekday)
(Or use AverageIf() and use the Text() idea.)