budget

  1. L

    Power Query Transforming Column with Actual and Budget Amounts

    I have the following three columns of data in Power Query that looks like this: Category...……….Month...……..............Amount Sales...…………….Jan Actual...……………......$100 Sales...…………….Jan Budget...................$90 Sales................Feb Actual....................$200...
  2. tamrob23

    SUM or IF formula for replacement?

    I'm stuck in my own head - hopefully you can get me out: I have a budget of $1.6 million dollars, but the state is doing a $2 million dollar budget. Can you please help me with a formula that will show the $1.6M replaced with $2M? Thank you so much in advance and if I need to provide you with...
  3. R

    Change Multiple Measures Using A Slicer

    Hello, I have a matrix in Power Bi structured as shown below. I would like to use the same visual to show different measures, depending on the slicer selection. By that I mean that if "Revenue" is selected the visual will show revenue values for Actual, Budget and Prior Yr. and the same for any...
  4. C

    Only sum what is shown in table

    I have some very simple data and I have created no measures whatsoever. I am working with 2 tables. One called project table, one called budget table. When we first started we dummied in a few projects and they were never removed from the project or budget table. I filtered them out in my...
  5. C

    Index Match Return Second Column, not first

    Hello, I am building a template based on a auto-generated template coming out of our financial system. Right now the source data is July August September <tbody> Area Actual Budget Actual Budget Actual Budget Area1 10 15 12...
  6. D

    Formula question to grey out a cell and not count it

    Okay, so question i have is this, i have a budget sheet that has the monthly bills in their own cell and my net on top and the leftover on the bottom. so basically the leftover formula is the sum of the positive currency minus the bills. so what i am trying to do is once the payment is taken...
  7. D

    Excel Question in regards to formulas

    Okay, so question i have is this, i have a budget sheet that has the monthly bills in their own cell and my net on top and the leftover on the bottom. so basically the leftover formula is the sum of the positive currency minus the bills. so what i am trying to do is once the payment is...
  8. K

    Sumif/sumproduct help!

    I am struggling with creating a formula that works for the below scenario <tbody> A B C 1 Item Budget v1 Budget v2 2 Item A 50 55 3 Item B 60 65 4 Item C 70 75 5 Item D 80 85 </tbody> I have two sheets in one workbook. One with full budget data with in this scenario a Budget v1...
  9. C

    Add a column to calculate remaining budget

    I have a PivotTable that shows expenses across departments. Each department has a set budget for the entire year. In addition to the grand total that shows how much each department has spent, I would like a column that shows how much of their budget is remaining. For example, the DA department...
  10. J

    Actual and Budget with different granularity

    Hey, together I'm currently facing a small challenge again.I have the following two tables. TblActuals <tbody> Product ID Group Quantity (Actual) Date A1 A 100 01.01.2019 A2 A 150 02.01.2019 B1 B 50 15.01.2019 B2 B 150 16.01.2019 C1 C 25 08.08.2019 </tbody> TblBudget <tbody>...
  11. T

    budget spreadsheet with min and max and roundup functions

    Hi There, I'm working on my budget spreadsheet, i have a column of numbers generated by our budget formula. I want to add a formula in the next column that will adjust those number to a maximum of $35,000 a minimum of $10,000 and round up everything else to the nearest $100. It is possible to...
  12. A

    Delivery Dockets & Invoices for Budgets

    Hi all, Bear with me for the incoming long post. I need to explain what I’m looking for. I work in the financial side of construction. So I work with a lot of budgets and products. Delivery Dockets and Invoices etc. I have a spread sheet that works amazingly for certain products/deliveries...
  13. S

    New PC purchase

    Hi all, looking for advice on a purchase. I currently have a Dell 8930 with 64gb ram, I7, m2 ssd. Looking to gain speed. I was thinking of getting an i9, with the same specs above. My budget is $2500-3000. And I live inside power pivot and power query pulling data from our on site sql server...
  14. S

    Budget // Use VB to pull individual expenses for a category into the total for the category

    Hey all, thanks for looking at my question. What I'm trying to do is create a VB program for my budget. In my budget, I have two areas for data. One area shows a running total of my current allowance & expenses for any category, and the other area is where I enter each individual expense...
  15. S

    Search for value, display prompt based on results of search.

    I need somehow to search column B for the word Budget. If the word budget is found, display a prompt that has an OK button, and once selected, macro continues. Just looking at formulas, before creating code, I tried: =SUM(COUNTIF(B:B,"Budget")) Cells in column B might have a value such as...
  16. R

    Nested Ifs function with date and calculation

    =IFS(C14=YEAR(D8),(E8/H3),C14=YEAR(D9),(E9/H4),C14=YEAR(D10),(E10/H5)) Above is my formula that is not working. I am trying to get a spreadsheet that automatically distributes the budget evenly based on each year by month. Does anyone have advice on how to correct my formula? <tbody> C D...
  17. J

    Calculating Negative numbers for budgets

    Hello I have a budget for 2019 and want to distribute it across the year based on historical data (2018) With positive numbers on the numerator and demoniator it is very simple to do this. But when there is a negative from a month or for the year I am having some serious issues. These are not...
  18. S

    Need SUMIF/SUMPRODUCT formula with criteria in non-consecutive columns

    Excel masters, I need your help! I'm doing a monthly variance analysis and need a year-to-date formula that will calculate only columns that have monthly actuals populated in them. For example, I have 3 columns for each month (actuals/budget/variance) and a total year-to-date at the end...
  19. L

    Automating advancing from one worksheet to another

    2 workbooks. One called "Cash Flow"; the other called "Budget" In the workbook Cash Flow, there are different months on each worksheet (January, Feb etc). Within Budget, there are columns titled Jan, Feb, etc. I want to pull a specific cell or range of cells within January (Cash Flow) and...
  20. B

    IF a cell is shaded?

    Hello, Long time lurker - thanks for all the great solutions and tips that I have harvested from this forum so far. My question is: Is it possible to use use the IF function to react to whether a cell is shaded, and shaded a certain colour? Context: I have a budget template document with...

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