Excel: Calculate number of months in date range, but only for specific year - excel

My sheet looks like this (sample data)
"Rate" "Begin" "End"
"1$" "01.01.2011" "01.01.2015"
"2$" "01.06.2012" "01.08.2013"
I want to calculate the number of months for the date ranges which fall in specific years (2012, 2013, 2014) to estimate volume (= months*rate)
For example in the 2nd line I would get 6 months for 2012 (=12$) and 7 months for 2013 (=14$).
How can I achieve this?

Assuming you have your data in A1:C3 then list the years in the header row, e.g. D1 = 2012, E1 = 2013, F1 = 2014 then in D2 use this formula:
=IFERROR(DATEDIF(MAX($B2,DATE(D$1,1,1)),MIN($C2,DATE(D$1+1,1,1)),"m"),0)*$A2
format as currency and copy across and down
Assumes you are using Excel 2007 or later and that columns B and C contain valid dates. In earlier Excel versions you can use this alternative formula
=LOOKUP(99^99,IF({1,0},0,DATEDIF(MAX($B2,DATE(D$1,1,1)),MIN($C2,DATE(D$1+1,1,1)),"m")*$A2))

Related

excel formula for previous quarters

I am looking for a formula to pull up the previous quarter and year like in the Column J, for the Oct 20, it should return Q3 20 instead of Q4 20.
Currently my formula only returns the correct quarter but I would need the previous to last quarter and year?
To return the quarter | year corresponding to 3 months ago, i.e. :
"previous quarter & year"
simply replace col H date references with edate(date,-3). Cell J17 formula to enter is then:
="Q"&ROUNDUP(MONTH(EDATE(H17,-3))/3,0)&" "&YEAR(EDATE(H17,-3))
If you have Office 365 compatible version of Excel, you could shorten (albeit ever so slightly in this case) with the let function as so:
=LET(x,EDATE(H17,-3),"Q"&ROUNDUP(MONTH(x)/3,0)&" "&YEAR(x))

How to create different date ranges based on criteria?

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).

In Excel how to count between date1 and date2 that have cells in row that contain text?

I need to choose cells in one column that are between two dates, and then based on the rows that contain those dates, choose cells in another row that also contains content.
I didn't use ISBLANK because it counts a formula yet an empty cell as a not-blank. Instead check if there is content by "*".
Here is what I came up with, but instead of returning the number of cells, instead this returns TRUE (which obviously isn't what I want).
In the formula below I am assuming:
C:C is the whole column containing DATES.
E:E is the whole column containing CONTENT.
The date range in this case is January 1, 2018 to January 31, 2018.
"*" means is there is content in the cell
=IF(AND(COUNTIFS(C:C,">="&"2018-1-1",C:C,"<="&"2018-1-31"),COUNTIF(E:E,"*"))=0,"",AND(COUNTIFS(C:C,">="&"2018-1-1",C:C,"<="&"2018-1-31"),COUNTIF(E:E,"*")))
My goal is to:
count the numbers of the cells in column E that are between the dates in column C
if the whole formula is 0, then return a blank.
See this picture of a sample excel sheet to make my intent clear:
How can I get my formula working so it does as needed?
SOLUTION
Hi all, so thanks to #girlvsdata, we have a working solution. I had to do a couple edits to her code to work for my uses, but her formula overall works perfect. Here is the solution:
To choose all cells in column E that are not blank, in between the date range of all of January (unknown end date) based on the adjacent C column if that is your date column, then the solution is:
=IF(COUNTIFS(C:C,">="&"2018-1-1",C:C,"<="&EOMONTH("2018-1-1",0),E:E,"*")=0,"",COUNTIFS(C:C,">="&"2018-1-1",C:C,"<="&EOMONTH("2018-1-1",0),E:E,"*"))
Note that "2018-1-1" is January 1 2018, and EOMONTH("2018-1-1",0) is the last valid day of January in the year 2018 (in this case, 31, but if it is different another year (e.g. for February this works for leap years too) then it will be that last day). Also it eliminates the need to calculate which is the last day or every month, as well as months that have changing end dates dependent on the year (e.g. Feb). This is important to eliminate a margin of error.
The only thing you have to do to change the month is only change e.g. -1- (Jan) to -2- for Feb, or change the year for other years. With this formula you can ignore the day part.
If the answer is 0 (no cells have any content in between the range), then the cell is blank instead of 0. (GOod for when you want to create a sheet checking future dates for future reference when more rows are added to the sheet.
It also works across different sheets, just use, say your other sheet is called "Tracker" then use Tracker!C:C and Tracker!E:E. Hope it helps!
Thank you all! :D
(Please note: My local date format is day, then month)
With the data laid out as in your example above:
A B
1 Dates |Content
------------+-------
2 1/01/2018 |
3 2/01/2018 |123456
4 3/01/2018 |
5 4/01/2018 |12398
6 5/01/2018 |484
7 6/01/2018 |1538
8 7/01/2018 |
9 8/01/2018 |
10 9/01/2018 |
11 10/01/2018 |14648
12 11/01/2018 |
13 12/01/2018 |145615
14 13/01/2018 |
And with the date range in cells D2 and E2:
Date Start Date End
2/01/2018 7/01/2018
This formula returns the count:
=COUNTIFS(A:A,">="&D2,A:A,"<="&E2,B:B,">0")
This will depend on whether your numbers in Column B are formatted as text or number. If they are formatted as numbers, the above formula will work. If they are formatted as text, replace the last section ">0" with "*".
This formula adds the conditional part of your question:
=IF(COUNTIFS(A:A,">="&D2,A:A,"<="&E2,B:B,">0")=0,"",COUNTIFS(A:A,">="&D2,A:A,"<="&E2,B:B,">0"))
(If the formula returns 0, show blank)

Automatically change excel cell value depending on current Month

Stock analysis Dashboard. I need to compare the stock from today vs the previous 6 months.
My stock data
Cell A1:R1 - month data example Cell A1= June 2017, B1= 7/2017 ....till R1= December 2018.
Cell A2:R2 Stock numbers data example A2=23, B2=25,........till R2=50.
IF I want to see the stock today month which is July 2018= M1 vs six months February 2018 H2 and the stock level calculation will which is M2=26 - H2= 30 =-4.
But instead of entering formula every time I need to be updated every month based on the today month?
Any tips on how to do it?
Thanks
I also miss a date...
If you use today() function to identify today's date you can use:
=HLOOKUP(TODAY(),$A$1:$S$2,2)-HLOOKUP(DATE(YEAR(TODAY()),MONTH(TODAY())-5,1),$A$1:$S$2,2)
If you need a cell with a specific date, replace today() formula with that cell.
I find the question a bit confusing. If A1 is June 2017, I am missing a month if R1 is December 2018 and July 2017 is in M1. Also, even though you said 6 months, I am assuming that you want 5 months so that July compares to February.
This response assumes that A1 is wrong but R1 and M1 (and B1 through R1 are accurate) and that the values in A1 through R1 are actually an Excel date that is formatted as m/yyyy (as opposed to some text representation of a date).
This formula is further complicated since I do not know what day is used in the date representation in A1 through R1, hence I am adapting both that date and the current date to be a fixed day of the month (I chose the first day of the month in my formula).
Here is the formula that computes the -4 assuming M1 is 7/2018, M2 is 26, H1 is 2/2018, H2 is 30 and we want to compare column M to column H since today is in July and we want to compare July to February (5 months difference):
=INDIRECT("R2C"&MATCH(DATE(YEAR(TODAY()),MONTH(TODAY()),1),DATE(YEAR(A1:R1),MONTH(A1:R1),1),0),FALSE)-INDIRECT("R2C"&MATCH(DATE(YEAR(TODAY()),MONTH(TODAY()),1),DATE(YEAR(A1:R1),MONTH(A1:R1),1),0)-5,FALSE)
This is an array function so it needs to be entered with [Ctrl]+[Shift]+[Enter].
The way it works is that it computes from today's date, the date value equal to the first day of this month. Then it compares that against the range A1:R1 with each of those dates likewise moved to the first of the month. This gives us the column to use for "this month" and using the same computation but subtracting 5 gives us the column to use for "six months ago." Out of sheer laziness I used these values in an indirect cell reference to pull the Row 2 values for "this month" and "six months ago" and subtracted the latter from the former (i.e., "this month" - "six months ago").
In other words, this part of the formula gives me the column of the current month:
MATCH(DATE(YEAR(TODAY()),MONTH(TODAY()),1),DATE(YEAR(A1:R1),MONTH(A1:R1),1),0)
and this part gives me the column of the month six months ago (as defined in the original post):
MATCH(DATE(YEAR(TODAY()),MONTH(TODAY()),1),DATE(YEAR(A1:R1),MONTH(A1:R1),1),0)-5
As I indicated, this may not be what you wanted, but this is what I thought you were asking.
Alternate version using INDEX function
=INDEX(A2:R2,MATCH(DATE(YEAR(TODAY()),MONTH(TODAY()),1),DATE(YEAR(A1:R1),MONTH(A1:R1),1),0))-INDEX(A2:R2,MATCH(DATE(YEAR(TODAY()),MONTH(TODAY()),1),DATE(YEAR(A1:R1),MONTH(A1:R1),1),0)-5)
The above would also be entered as an array formula.

Excel: Select Range in Formula based on column value

I have two tables that have similar columns:
Table1:
Date Ticker Data
May 2008, XYZ, 6
Aug 2010, XYZ, 5
Sep 2008, ABC, 7
Table2:
Date Ticker Data
EDIT:
* Apply SMALL formula below to ABC tickers, XYZ etc...
I'm trying to apply this formula: =SMALL($A:$A,COUNTIF($A:$A,"<="&A1))
which finds the nearest date in Table 2 from the date in Table 1
Table 2 is huge and has numerous entries of all kinds of dates and tickers.
The problem is I need to apply the SMALL formula above only to similar tickers. How do I adjust the range in the formula to ONLY apply to range with the same ticker in Table 1 and Table2? There are a few thousand so can't manually name the ranges.
Thanks!
This seemed to work for me for Excel 2010 & 2013:
{=max(if(ticker range = TICKER,if(date range <= DATE,date range)))}
CTRL+SHFT+ENTER as it is an array
I believe Excel 2016 has MaxIFS function that might make it bit easier. Will have to apply to spreadsheet and see how it works.

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