financial

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...

In a financial spreadsheet I have some ranges where user can type in financial values with 2 decimal places. But I want them all be automaticly rounded down to zero decimals. This should happen after the value has been typed in. Examples 1,250.23 --> 1,250 1,250.81 --> 1,250 Is there a VBA...

I'm having difficulty in creating a drop down menu thats dependant on the 1st drop down. For example, I have a list of product lines, Regulatory Compliance, Anti-Fraud, Financial Custom, Financial Control. I have a separate list of the items that relate to Regulatory Compliance, Anti-Fraud...

How can I set a period number based on a Jan - Dec Financial year where the month end date is the last Friday in the month unless the last Day of the month falls on a wed or a Thursday in which case it is the Fri of that week For eg Period 4 is 31st Mar 18 - 27th Apr 18 Period 5 is 28th Apr -...

Hi Guys, Wondering if someone could help? I am trying to create a formula string that will change dynamically depending on the financial period. So for example, if it is in period 1, COUNTA(E3:E3), period 2 COUNTA(E3:F3) etc. all the way to Period 12 where range is E3:P3. I need this to...

I need help creating a formula that basically says: IF E12="Income" then the number typed in f12 will be positive If e12="expense" then the number typed in f12 will be negative Just trying to eliminate some work as I'm a profit and loss analyst and type thousands of numbers a day... Example...

I have a spreadsheet with rows of data divided into groups by financial year. I have a macro that carries out calculations but need to add some code that will find the row with the latest 1 April date(the beginning of the financial year). The date format in use is d/mmm/yyyy. Any ideas please...

Which is the best place to enhance the financial modelling skills? If anybody know please suggest me.

Hello all I have the following problem in PowerPivot and I really don't know how to fix this (I admit I still have not much experience in PowerPivot). The data is structured as follows: column 1 contains characteristic 1 (man / female); column 2 contains characteristic 2 (containing 22...

Is there a way to modify the build in excel function so that when I calculate financial year figures, it will not start from January. For an example: Q1: March- May Q2: June- August Q3: September- November Q4: December- February. Looking forward to receive the response from the members...

how to match data from 2 financial statements by amount and date ? So i have a transaction at Date 1/1/18 with the amount of $4000 and in the other statement i have the same transaction amount and date, how to use a formula to run through the data and pick out not matching ones.

Hi, a few years back I built a sheet that would pull info from financial websites and had a parameter (the ticket symbol) set in a cell that when changed it would pull all the latest financial information down for that stock. However, with the Office 2016 web query format I can't figure out how...

Hello all, I have an excel (2016) workbook with a direct connection to an SSAS cube. I need to combine two or more cubevalue formulas in order to sum two different values or sometimes more. For example I want the formula to return the sum of Sales and Cost of Sales. Currently I do it like...

Does anyone know how to create a small monthly graph trend of expenses similar to ones on some of the Financial KPI scorecard? Need some help in adding some graphical information to my monthly financial expense reports. Thanks

I have a model with 3 tables: Fin_Data, Dim_Prop, and Dim_Calendar. The Fin_Data table contains financial data for properties, the Dim_Prop contains property attributes, and the Dim_Calendar is a calendar table. Some of the properties do not have financial data available for every month. I...

<tbody> Event Type Risk Type Financial Impact Aged Days Severity Rating Event Type Risk Type Aged Days Financial Impact Account Issue, Payments Financial, Reputational, Operational $1,000,001+ 10 ???? 1 Account Issue 1 Financial 1 0-15 1 Less than $100,000 1...

Hi. I've wrestled with this for several hours so any help is much appreciated. I have a table containing 5,000 projects by value. I want to show the top 10 by Project Manager and by Financial Period. I have been asked not to use VBA or Pivots. I have used the following formula to successfully...

<!--[if gte mso 9]><xml> <o:OfficeDocumentSettings> <o:RelyOnVML/> <o:AllowPNG/> </o:OfficeDocumentSettings> </xml><![endif]--> Hi all, I would like to SUM the below categories based on texts description criteria as my below extract using vba. OPERAT. EXPENSES + FINANCIAL EXPENSES +...

My financial year starts in Oct (Period 1) and ends in Sept (Period 12) I have the month and year in A2. The current financial month in A2 is June 2017 (I use dd/mm/yyyy date formatting) I tried to use =CHOOSE(MONTH(A2),10,11,12,1,2,3,4,5,6,7,8,9) However it returns 3 and should return...

I have a long list of company names and I want to eliminate approximate matches. For example, my list includes the following: CENTAURUS ENERGY MASTER FUND L.P. Centaurus Financial Centaurus Financial Inc. Centech Group In this case, I would want to identify "Centaurus Financial" and...