1. G

    Can this scenario be modelled within Excel?

    The purpose is to ensure that an expected number of new clients will be served by a sales representative on schedule. Normally, you hire sales reps and then get clients, but for the purposes of forecasting I need to do it the other way around. Each sales rep, newly hired, has a training period...
  2. P

    Days and months into quarters

    I'm not sure how to explain this but I will give it a good try. I have a table with 10 headings. This is not a pivot table but just an ordinary table with headings and rows. One of the table headings is called DATES. In the DATES column, there are numerous rows with many dates. What I...
  3. A

    Extracting Fiscal Year / Financial Year based on the Quarters using the "IF" function with nested "OR" Function.

    <tbody> Date Quarter FY Intended Results in column "C" 15-07-2018 1 1905 2018 10-09-2018 1 1905 2018 04-11-2018 2 1905 2018 14-03-2019 3 1905 2018 10-05-2019 4 1905 2018 20-12-2018 2 1905 2018 Detail...
  4. H

    Data validation dependent list for year and quarter

    HI Team, I need some help in data validation. I have years in column "A" like 2010,2011,2012,2013 so on ...and in column "B" I have quarters like Q1,Q2,Q3 so on....so, each year against quarters will be listed and not necessary every time 4 quarters some year should have 1 or 2 quarters as...
  5. G

    Adding Multiple Columns and Multiple Rows - Using specific criteria

    Hi Guys Just curious if someone knew had to do a complicated "sumif" calculation where you take the criteria in a list from the columns and the rows. What I am trying to do is add up all the quarters in a specific year (say in this case 2018) and add only 2018's quarters along with the...
  6. H

    Pivot Table - Filter by Year-Quarter

    Hi, I am currently setting up a dashboard for my company. I have a series of pivot charts that I want to be able to adjust using filters. I need to be able to adjust the date quarters that are being shown in each chart. The version of Excel I am using already groups the dates in my table into...
  7. S

    Months to quarters

    A sales database processes reports that can both we monthly or quarterly. For the quarterly ones the data can be presented in the following format: "Jan-18,Feb-18,Mar-18" Is there a formula that could recognise such a string and product a result (in this example): "Q1-18" Thank you.
  8. R

    Date & Quarters

    Hi, I need a simple formula to get the quarter number from date. In below table, if column A is already date, it should mention the quarter in column B. But if column A is already quarter, it should simply equal in column B. Changing date format is not an option. I tried to create a formula...
  9. K

    Need Help on making a list of words based on the below requirement

    ----------------------------------------------------------------------------------------------------------------------------------------------------------- Example String: "calculating cumulative stats for quarters"...
  10. G

    Pivot Table Grouped Quarters Data Format (Qtr1> 01)

    Hi. This feels like it should be an easy answer, but for the life of me I can't find it. I've a pivot table where the dates are all correctly grouped into quarters & years. However, I want to change the format of the entry for quarters from Qtr1 to 01. This would make the field heading Quarter...
  11. B

    Chart Axis labelling - selecting which point the numbering starts

    I had a time coming up with a concise title... but hopefully this will explain it better. I have a line chart with values on the vertical and yearly quarters along the horizontal. The yearly quarters are labelled 0.25, 0.5, 0.75, 1.0, 1.25... etc. As there area lot of quarters I have the...
  12. H

    Random Quarter Generator - No Duplicates

    Hi, I am relatively new to excel vba and I am currently trying to resolve an issue. I have been asked to generate an excel file with randomly assigned quarters to a business unit. There are 11 business units and 11 quarters in scope - the end result being a distinct quarter for each business...
  13. G

    Automate charts with data formulas

    Hello Excel friends, I'd greatly appreciate help to learn how to do a couple of Excel tricks. The 'Data' sheet contains a single column A which houses the data in <Sheet1!B:B>. I'd like the chart to always display the x-most recent quarters of data, x being $C$2. If it's possible, I'd like $C$1...
  14. O

    Prorating savings based on number of months in a quarter

    Hi All i need with a formula to do the following calculation 1 determine the quarter that a date falls in and then compare it to the last quarter of the year. 2. Determine the number of months in each quarter and then prorate an amount based on the number of month in each quarter. for example...
  15. G

    Vlookup dependant on current quarter

    Hello, i currently have the following vlookup code which works find, however i need to hopefully change it dependant on the Quarter of the calendar year we are in. With ActiveSheet LR = .Cells(.Rows.Count, 25).End(xlUp).Row - 1 With .Cells(2, 12).Resize(LR) .Formula...
  16. J

    Sorting Quarters and years formula

    Hello.. Is there a way to sort years and quarters per below. When I bring the slicer to sort my tables: I want the order like 2016 Qt1 2016 QT2 2016 QT 3 2016 QT 4 2017 2017 QT 1 2017 QT 2 etc etc? Thanks in advance <tbody> 1 2016 Qt -1 2 2016 Qt -2 3 2016 Qt -3 4 2016 Qt...
  17. E

    Sum values quickly

    Hi there, I quite often have spreadsheets with financial data that are presented in a quarterly fashion. I then need to put them into an annual value and have to date being doing manually! Sometimes, the period of analysis/forecast is 20 yrs, some 80 quarters. In the example below, you can see...
  18. D

    Combining Two Conditional Formats

    We have a template we use for action plan overviews, currently with a "progress column", which is set up display the default 5 quarters icon set. 0: Project not started, empty circle 1: Project started, 1 quarter 2: Project Under Development, 2 quarters 3: Project Testing, 3 quarters 4...
  19. C

    Delete row that are later than 4 quarters, excel stops responding after VBA code runs

    ****** id="cke_pastebin" style="position: absolute; top: 0px; width: 1px; height: 1px; overflow: hidden; left: -1000px;"> <tbody style="margin: 0px; padding: 0px; border: 0px; font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit...
  20. S

    Looking to set up Quarters, Starting in Feb not Jan

    Hi, I'm looking to create Quarters starting in Feb-Mar, Apr-Jun... I have a calendar table, what formula would be best to calculate that? And should it be 2018-Q1, 2018-Q2...? Thanks

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