financial

  1. A

    Vlookup unable to return the next cell that meets criteria

    I'm trying to build a table that lists a broker's volume from largest to smallest (top 10 firms only). If there are only 9 values in the data set, a zero will appear in the row. To grab the volume, from largest to smallest, I'm using =LARGE($B$2:$B$63,1), =LARGE($B$2:$B$63,2)...
  2. R

    Financial Planning Worksheet

    Hi, I am currently creating a financial worksheet to use for my clients. I already set the size to A4 so everytime I print it, it will be exactly in an A4 size paper. Now, here is my question can I expand the cells where I am currently working? and then when I have it printed it will still fit...
  3. I

    How to pull data for quarterly and annually information?

    Hi friends I am struggling to build a dashboard which shows quarterly and annual results side by side. I have my detailed sales information in another sheet like this: Column A Column B to Column AZ # of Referrals Month wise data (i.e. the # of referrals...
  4. K

    Calculating cumulative payments with regular increases

    If I had rental income from a house, payment x, and the rent increased y% annually over z years, how can I calculate the cumulative rental income in one formula? As an example, if the rent was 1000, and annual increases were 3%, I would use: Cumulative rental income = (1000 * 1+0.03^0) + (1000...
  5. L

    Excel for book keeping and accounting

    Hi I am an intermediate user of excel but haven't done anything to do with accounting and book keeping with it yet. I have attached a spreadsheet with the type of data I'll be receiving in a csv file and a general journal. Im interested to see if there is a way to have the transactions imported...
  6. E

    Date analysis

    Hi there, I have long list of Dates as shown in column A below. In column B I want to return the Financial Period to which the date relates. The Financial Period is April to March each year, therefore, I have manually input the correct results in cells B2 & B3. Can a formula be written to...
  7. D

    I need code to open a wb, do an operation then close it

    I have some code that correctly identifies a workbook and sheet to copy quotes to based on the date of the quote. The workbooks are financial year documents and different rows of a quote may relate to different financial years. The sheets are named by month and the name of the sheet where the...
  8. A

    2 Digit Financial Year

    Hi guys, Im having some difficulty formatting a 2 digit financial year. I currently have a column for the installation date --> which contains either just a month, or a specific date and a column for financial year --> this contains this equation: =IFS([@[Inst''n...
  9. L

    Formatting financial model

    Hi I was watching a video from CFI and then downloaded cash flow model. In the video they said that, hard coded numbers are in blue and cells which have formula/function are in black. That kind of formatting followed by all financial models. My question, did they hard format that? I mean...
  10. L

    Financial modeling in Excel

    Hi I was talking to a director of a company and he said they are looking for someone can do Financial Modeling in Excel/VBA and can train others with Financial modeling. I tried to google it and found many links but they are all gear it to Finance. I would love to hear "what is financial...
  11. sharky12345

    Get financial year from date

    I'm trying to find a way to get the financial year from a date - I currently have this; I need it to effectively give me the financial year from the date, (the financial year being from 1st April to 31st March). Is there a way I can do it? I don't mind if it's a formula or through VBA.
  12. R

    Calculating Interest and splitting over Financial years

    Hello First post I know how to calculate the overall daily interest rate on a loan but what i would like to do if possible is to split this out into financial years So for example if a loan was taken out on 1 November 2018 and matured on 31 October 2021 (three years) I can calculate the...
  13. G

    Locked workbook which is shared.

    Hi, I have a problem. I would like to lock my shared workbook so people wont be able to delete the added formulas, however they still need to add new rows and columns. It's a financial forecasting system. If there is a way to protect the formulas in the workbook would be a great help as...
  14. R

    Change Date to Financial Year

    Hi, Help Please. Trying to change the date into financial year Apr-Mar. I'm close and using the below formula; MID(YEAR(DATE(YEAR(G5),MONTH(G5)+(10-1),1)),3,2)-1&"/"&RIGHT(YEAR(DATE(YEAR(G5),MONTH(G5)+(10-1),1)),2) with the date in G5 in format xx/xx/xxxx. The problem i have is dates for...
  15. V

    Formula for Financial Year

    Hi All I am looking for a formula please to look at column "L" and sum all the value in a finanical year March 17 to February 18 Column "L" date format is 28/08/2017 Is there a financial formula to do this or should I add another column for the month and year and use a sumifs formula There...
  16. E

    Week number for Financial year 1/07/2018 to 30/06/2019

    Hi In column A I have dates, in column B i am trying to find the week number for that date. I am referring to the date as the Australian financial year. Considering the 1st of July is the start of year. so if cell A10 is 9/07/2018, In B10 i should have 2. I appreciate any assistance...
  17. H

    Sort financial statements pivot with custom list

    Hi, . I'm trying to sort a pivot with financial statement line items with a few parent categories. The idea is once it calls up trial balance amounts/time series it should look like an actual income statement/balanace sheet etcI have a hierarchy defined (below link). Could anyone give me a tip...
  18. D

    Create a row in a sheet if a column has a value but then consolidate all sheet's in to a master

    Hi All, I struggling to consolidate a number of sheets in to one Master sheet. I've a raw data sheet where a row indicates a project, each project has a spend amount in various quarters of the financial year I've then separate sheets that are then populated when a column has a value greater...
  19. H

    Using VBA to Print standardized documents from different file paths

    Hi, I have a question that i'm hoping someone has a solution for. Suppose an investor owns 3 companies: Company A Company B Company C. Each of these 3 companies have various financial deliverables in .pdf form (i.e. Financial Statements, IRR Reports, Investor Reports, ect...) that use a...
  20. F

    Converting SUMIFS to SUMPRODUCT

    Hello - HI used to SUMIFS statement to read from closed workbooks to find out this doesn't work. I'm having trouble converting the SUMIFS statement to SUMPRODUCT. I'd very much appreciate it someone would help me re-write to a SUMPRODUCT. =SUMIFS('[State Funds Financial Management...

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