software

I'm having problems figuring out how to total colums based on date. I've
uploaded my excel file. There are four sheets; unfunded deals, funded
deals, turndowns, and recap. The recap sheet lets my boss know the
totals on the previous three sheets. I need help on how to make
week-to-date totals and month-to-date totals. Thanks in advance! -------------------------------------------------------------------
|Filename: Deal Log2.zip |
|Download: www.excelforum.com/attachment.php?postid=4520 |
-------------------------------------------------------------------

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ashley0578
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ashley0578's Profile: www.excelforum.com/member.php...oamp;userid=32757
View this thread: www.excelforum.com/showthread...hreadid=526119
For MTD you can convert the date (01/24/06 in cell A2) to Month by using

=TEXT(A2,quot;Mmm-YYquot;) displays as quot;Jan-06quot;
=TEXT(A2,quot;MM/YYquot;) displays as quot;01/06quot;

For week, I usually convert it to the week number in Oracle before
bringing it into Excel but you can use the add-in:

WEEKNUM
Returns a number that indicates where the week falls numerically within
a year. If this function is not available, and returns the #NAME? error,
install and load the Analysis ToolPak add-in.

How?

On the Tools menu, click Add-Ins.
In the Add-Ins available list, select the Analysis ToolPak box, and
then click OK.
If necessary, follow the instructions in the setup program.
Syntax

WEEKNUM(serial_num,return_type)

regards and good luck,

Jay--
jbrackett
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jbrackett's Profile: www.excelforum.com/member.php...oamp;userid=32577
View this thread: www.excelforum.com/showthread...hreadid=526119I was unable to access your file..........
If your dates are in column A, and your amounts to sum are in column
B,......then you can type a quot;from datequot; in E1 and a quot;to datequot; in E2 and use
this........

=SUMIF(A:A,quot;gt;=quot;amp;E1,B:B)-SUMIF(A:A,quot;gt;quot;amp;E2,B:B)

hth
Vaya con dios,
Chuck, CABGx3

quot;ashley0578quot; wrote:

gt;
gt; I'm having problems figuring out how to total colums based on date. I've
gt; uploaded my excel file. There are four sheets; unfunded deals, funded
gt; deals, turndowns, and recap. The recap sheet lets my boss know the
gt; totals on the previous three sheets. I need help on how to make
gt; week-to-date totals and month-to-date totals. Thanks in advance!
gt;
gt;
gt; -------------------------------------------------------------------
gt; |Filename: Deal Log2.zip |
gt; |Download: www.excelforum.com/attachment.php?postid=4520 |
gt; -------------------------------------------------------------------
gt;
gt; --
gt; ashley0578
gt; ------------------------------------------------------------------------
gt; ashley0578's Profile: www.excelforum.com/member.php...oamp;userid=32757
gt; View this thread: www.excelforum.com/showthread...hreadid=526119
gt;
gt;


Hi Chuck, I've seen that code you've posted in another post and I didn't
really want to actually type the dates in. I'm looking for something
else similar to what I would use in Access like date()-30 or date()-7.
Know what I mean??--
ashley0578
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ashley0578's Profile: www.excelforum.com/member.php...oamp;userid=32757
View this thread: www.excelforum.com/showthread...hreadid=526119Maybe something like this............

=SUMIF(A:A,quot;gt;=quot;amp;TODAY()-7,B:B)-SUMIF(A:A,quot;gt;quot;amp;TODAY(),B:B)

Vaya con Dios,
Chuck, CABGx3
quot;ashley0578quot; wrote:

gt;
gt; Hi Chuck, I've seen that code you've posted in another post and I didn't
gt; really want to actually type the dates in. I'm looking for something
gt; else similar to what I would use in Access like date()-30 or date()-7.
gt; Know what I mean??
gt;
gt;
gt; --
gt; ashley0578
gt; ------------------------------------------------------------------------
gt; ashley0578's Profile: www.excelforum.com/member.php...oamp;userid=32757
gt; View this thread: www.excelforum.com/showthread...hreadid=526119
gt;
gt;


That was perfect and worked like a champ. I could have built this in
access but they wanted it in excel and I don't know this program as
well!--
ashley0578
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ashley0578's Profile: www.excelforum.com/member.php...oamp;userid=32757
View this thread: www.excelforum.com/showthread...hreadid=526119Glad you got it working.........thanks for the feedback, and welcome to Excel.

Vaya con Dios,
Chuck, CABGx3
quot;ashley0578quot; wrote:

gt;
gt; That was perfect and worked like a champ. I could have built this in
gt; access but they wanted it in excel and I don't know this program as
gt; well!
gt;
gt;
gt; --
gt; ashley0578
gt; ------------------------------------------------------------------------
gt; ashley0578's Profile: www.excelforum.com/member.php...oamp;userid=32757
gt; View this thread: www.excelforum.com/showthread...hreadid=526119
gt;
gt;