I'm trying to make an excel spreadsheet for someone else without much Excel experience. It's a relatively basic expense spreadsheet, with rows being a given date's expenses, and columns being the types of expenses and their amounts. I'd like to automate as much as possible with formulas or VBA.
Here is an example:
I understand how to sum up all expenditures in the table, but I'd also like to break them down on a week-by-week basis. The table will probably be added to rather infrequently, so there will be missing days. I'm not sure how to sum the weekly totals when there may be any number of entries for a given week.
For the example above, I'd like to have a column somewhere on the spreadsheet that has Week 1's sum (1/4/2015 and 1/5/2015) as one entry, and Week 2's sum (1/14/2015 and 1/16/2015) as a second entry.
Is this possible to automate with a formula or script?
I'd use a pivottable ("Insert" ribbon, "PivotTable" button on left)
Related
I have a pivot table with employees names, their grand totals of cases worked for the month, the days they worked during the month, and the case counts for each day.
I have them all stacked on top of each other on a sheet for fast viewing.
I created a column to countif Column (A) has a partial text value that matches the month.
In that column (AR) it returns 1 for true and 0 for not true.
I'm trying to create a formula where it sums up the 1s between the 0s.
The picture is horrible due to the size limits.
Basically, I need to count the days the employee worked and find the average case count for the month for each employee.
I can't use the average function in the pivot table because the count is based on IDs.
I tried If statements, and SumIfs.
ATTACHED IS A SAMPLE OF THE FILE I'M WORKING WITH
Picture of the Spreadsheet as requested
Sorry, i'm working on Excel in french. But I hope my answer with the file modified will help u understand what I'm talking about.
Here is your Excel sample with my modifications : Your Excel file that I modified
You can create another pivot table, that uses your previous pivot table as new datasource. But before doing that, make sure the elements of your first column "Claimed by" is repeated, by checking the column option "repeat element labels" like this :
In this new crosstab, you add as columns : the sum of "Case Count" ; and the count of "Days".
After that, you can filter the column "Claimed by" by selecting only elements without the word "total".
Then your average will be obtained simply by dividing the two columns.
I have a historical data set for commodity pricing. Throughout the data set, the data starts inputting prices on specific days, rather than the average of the entire month. In order to keep the flow of having only the average pricing for the months.
In the best case scenario, I would use an Averageif function, however, the data for each month doesn't display a consistent amount of days.
How can I automate this the process: If the month is the same as the previous row and different than the next row, calculate the average of the ^ rows until you hit the next month.
Here's a simple display of what I mean:
]1
You can use a pivot table to get the output you want. It will also be neatly organized instead of having your averages mixed in with a mostly blank column. Photo below shows the set-up/output of a pivot table generated with random data.
For a solution without pivot tables, you can use the following formula :
=AVERAGEIFS($B$1:$B$30;$A$1:$A$30;">="&(A1-DAY(A1)+1);$A$1:$A$30;"<="&EOMONTH(A1;0))
The above example is from cell C1, and can be copied down the entire list. The dates are in $A$1:$A$30 and the values in $B$1:$B$30. The first conditions test on the first day of the month (calculated as A1-DAY(A1)+1),and the second condition as last day of the month (calculated as EOMONTH(A1;0)
This will obviously put the average value of the month on each row, but will also work if your data is not sorted on date. If this is the case, and you only want to display one number per month in the column (as in your own example), you can add an additional IF statement wrapped around the formula:
=IF(EOMONTH(A2;0)=EOMONTH(A1;0);"";AVERAGEIFS($B$1:$B$30;$A$1:$A$30;">="&(A1-DAY(A1)+1);$A$1:$A$30;"<="&EOMONTH(A1;0)))
So it will display empty in all cells, except where the month changes.
Good Morning,
New user here; need assistance please. My data is structured with days across a spreadsheet. t1 = 9/30/2016, u1 = 10/1/2016, v1 = 10/2/2016 etc...
The right side of the sheet s1:s711 has structured data which are the specific employee numbers i.e. 5672291. These are unique identifiers and do not repeat.
The data contained between t2:bsa711 represents the amount of sales on a given day for the employee.
I have tried several sumifs and sumproduct functions to capture the amount of sales for each employee by month. This did not work due to the multiple criteria (employees name and <= EOMONTH => EOMONTH criteria to sum the sales within the month)
My last attempt has been to pivot the data and group by month, but I am unable to produce the desired result because I can only get column names (the days) in the pivot list (1000+ due to the T-BSA range of columns/days).
My overall goal is to know the total per month I am not averse to using pivot or some type of array sumifs. Sorry that I do not have much to add to show research. I have been looking.
Thank you in advance.
Make sure the dates are formatted as dates.
Click on analyze -> insert timeline-> select column for dates.
You might want to experience with slicer and pick the days you want which is even more specific.
My Spreadsheet contains rows of financial transactions. Each row contains a cell called Frequency. Currently it's a text field designating if the transaction is monthly, semi-annually, quarterly or annually.
For example, row 1 is a 5,000 withdrawal taking place on the 10TH OF Jan,Apr,Jul, Oct.
Is there any function which could automatically turn the 1 row into 4 separate rows denoting each quarterly date?
The frequency field could be in any format needed to accomplish this. The ultimate goal is a spreadsheet sorted by date that would show all transactions for the year. Thanks.
You might search through Excel functions (alphabetical) but there are hundreds so it could take, and waste, a lot of time because there is no such function.
The result you seek should be relatively easy with VBA or similar.
I've got a (Excel) sheet with running totals of income and expenses. The data from each day is fed into a weekly running total. I also have monthly expenses that I would like to include into the weekly total expense count/profit count but don't want to put each category of monthly expenses into each day's or week's input fields.
I would like to keep the monthly expenses in it's own input field but add the data to the corresponding week the bills were paid.
I've been at this for weeks but can only find solutions that end with circular references. Bonus challanges: I'm pretty happy with the size of each input field and don't want to add any more fields nor do I want to do macros or any VBA. I really just want a formula to take care of it.
Is there a way to have Excel stop adding to a total after a certain day?
Link to the sheet. https://drive.google.com/file/d/0B5qCnQJhT_vkNHZlaEpnTGRtUjQ/view?usp=sharing
it seems like you are entering your expense directly into your "dashboard" am I right? E.g. the rent 875 in cell H13. If this is the case, without a date, then you can't get Excel to intelligently place the expense to the correct week report in your dashboard.
try creating an input table and all your dashboard figures should come from the input table, utilizing functions like SUMIFS and SUMIF.
Example
Then in your dashboard
formula in H13 would be =SUMIFS(E:E,C:C,"Rent",D:D,"Check")
formula in G4, =SUMIFS(E:E,C:C,"Food",D:D,"Cash")
formula in D23, =SUMIFS(E:E,B:B,51,C:C,"Rent",D:D,"Cash")