Newbe help with building a SIMPLE & Short Excel Spreadsheet.

[RLD123]

Hello,

I'm hoping some one can get me started building this excel spreadsheet... I have only a tiny bit of excel experience

I think this spreadsheet should be real simple and only have a few calculations...

I'm thinking the only Data needed will be:

Current Date.

Current Vacation hours.. (I will input this value each time I run the spreadsheet.... I'll get this biweekly updated number from my employer via my pay-stub)

Number of Floating Holiday hours... (again I will supply and enter this number with each running of the spreadsheet.

I get an extra 40 hours of vacation once a year on my anniversary date .. I don't want to make this spreadsheet more complicated that it needs to be.. That additional 40 hours will show up on my pay-stub in a lump sum amount.... SO, If I need to run the spreadsheet right around the time of my anniversary I can just add in 40 hours to my current total vacation hour balance.

For the last several years I've just been calculating it out (the old fashion way) buy using the formula below.

STEP A: 246.5 (My current Vac hours balance) – 160 = 86.5 ……….86.5 / 11.5 = ~7.52 ... (approximate amount of days off available)
STEP B: 42.5 (My Floating Holiday hours balance) ………………42.5/ 11.5 = ~ 3.69...(approximate amount of days off available)
STEP C: Approx. 6.7 Hours per Month. Remaining Months in 2016 = 4……4 X 6.7 = ~26.8 26.8 / 11.5 = ~ 2.33...(approximate amount of days off available)

STEP C: Add A+B+C.. = How many "Days" of vacation I can schedule for the remainder of the year. = 7.52 + 3.69 + 2.33 = ~ 13 Vacation Days I have remaining in the year.

FYI... Anniversary hours = 40 40/11.5 = 3.5... (already included in Vac hours) Annaversary date is April 07

*********

**I always start by subtracting 160 hours from my Vac balance. I like to always have at least 160 hours in the GREEN... any hours in excess of 160 I consider to be available for use during the year. I divide each block of hours.. (Vacation or Holiday) by 11.5 since I work 11.5 hours shifts... and each time I take a full day off... it is charged as 11.5 hours = One day off.

I accrue roughly 6.7 hours of Vacation time per month... I use this value to calculate a look ahead of how many hours I will accrue for how ever many months remain in the year.

If anyone can supply any suggestions towards building this ......Your help will be greatly appreciated.

Thank You. Richard.

 

[AlanY]

see if this fit your requirements
green cells are input that can be amended to suit, I've assumed Annaversary date is 1st April 07
blues cells are formulas

Excel 2012
	A	B	C
1	Date	25/08/2016
2	Annaversary date	01/04/2017
3	Entitled	246.5	Hrs
4	Reserved	160	Hrs
5	Balanced	42.5	Hrs
6	Accrue Hrs/month	6.7	Hrs
7	Hrs/day	11.5	Hrs
8
9	A)	7.5	days
10	B)	3.7	days
11	C)	4.1	days
12	Total	15.3	days
Sheet7

Cell Formulas
Range	Formula
B9	=(B3-B4)/B7
B10	=B5/B7
B11	=DATEDIF(B1,B2,"m")*B6/B7
B12	=SUM(B9:B11)

 

[RLD123]

see if this fit your requirements
green cells are input that can be amended to suit, I've assumed Annaversary date is 1st April 07
blues cells are formulas

Excel 2012

	A	B	C
1	Date	25/08/2016
2	Annaversary date	01/04/2017
3	Entitled	246.5	Hrs
4	Reserved	160	Hrs
5	Balanced	42.5	Hrs
6	Accrue Hrs/month	6.7	Hrs
7	Hrs/day	11.5	Hrs
8
9	A)	7.5	days
10	B)	3.7	days
11	C)	4.1	days
12	Total	15.3	days

<tbody>
</tbody>

Sheet7​

Worksheet Formulas Cell Formula B9 =(B3-B4)/B7 B10 =B5/B7 B11 =DATEDIF(B1,B2,"m")*B6/B7 B12 =SUM(B9:B11) <tbody> </tbody>

<tbody>
</tbody>

Thank You VERY MUCH AlanY.

I scraped my worksheet and entered the fields you suggested....

It is mostly working now.. (I think I may have field out of alignment or something of that nature) since I am getting two results errors...

I am DEFIANTLY much further along now with your Help.

Like I said, I am a newbie...and a newbie to this site.. so, I do not know if I can send/copy an excel sheet via this forum?

A)	7.52173913	days
B)	3.695652174	days
C)	#VALUE!	days
Total	#VALUE!	days

<tbody>
</tbody>

 

[RLD123]

Hello, It looks like the only block I still need to work on is B11. I need a formula that will calculate the remaining amount of months in the year. (It would be nice it it would show partial months.. such as 4.5 months remaining...

I've tried this foumula but it seems to just show whole numbers... =12-MONTH(NOW())

Anyway, back to the formula... I need B11 to determine the remaining amount of months in the year then multiply that number by 6.7 and then divide that result by 11.5

So, in today's case. if I enter the date August 25, 2016... the formula should come back with something like 4 months remaining in the year... (4 X 6.7) / 11.5 = 2.33 Days.

 

[AlanY]

the formula in B11, =DATEDIF(B1,B2,"m")*B6/B7 is to work out the different in months between the 2 dates in B1 & B2 then times B6 (6.7) and divided by B7 (11.5).

all you need to do is to put 31/12/2016 in B2 to get your answer

Excel 2012
	A	B	C
1	Date	25/08/2016
2	Year end	31/12/2016
3	Entitled	246.5	Hrs
4	Reserved	160	Hrs
5	Balanced	42.5	Hrs
6	Accrue Hrs/month	6.7	Hrs
7	Hrs/day	11.5	Hrs
8
9	A)	7.52	days
10	B)	3.70	days
11	C)	2.33	days
12	Total	13.55	days
Sheet1

Cell Formulas
Range	Formula
B9	=(B3-B4)/B7
B10	=B5/B7
B11	=DATEDIF(B1,B2,"m")*B6/B7
B12	=SUM(B9:B11)

 

[AlanY]

modified for your needs

Excel 2012
	A	B	C
1	Date	25/08/2016
2	Year end	31/12/2016
3	Months remaining	4.27	Months
4	Entitled	246.5	Hrs
5	Reserved	160	Hrs
6	Balanced	42.5	Hrs
7	Accrue Hrs/month	6.7	Hrs
8	Hrs/day	11.5	Hrs
9
10	A)	7.52	days
11	B)	3.70	days
12	C)	2.49	days
13	Total	13.70	days
Sheet1

Cell Formulas
Range	Formula
B3	=DATEDIF(B1,B2,"d")/30
B10	=(B4-B5)/B8
B11	=B6/B8
B12	=B3*B7/B8
B13	=SUM(B10:B12)

 

[RLD123]

THANK YOU AlanY

YOU ROCK...!!! This spreadsheet is working 100% now... Thanks to you.

Rick.

 

[AlanY]

you're welcome