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Recent content by msquared99

  1. M

    LOOKUP Value with Multi Criteria & Between Dates

    I have a spreadsheet where I need to look up a value based on multiple criteria. One spreadsheet is the master, the other contains the data I need to bring into the master spreadsheet. The master spreadsheet has the Employee ID (Column A),row 1 has the Pay Date such as 9/13/19 (Column I)...
  2. M

    Spread Variance to other Cells

    I have attached an example spreadsheet. I am trying to spread the variance into cells in column E via a formula. Currently it is manually. Cell F21 must equal 100%. Any ideas? Thanks!
  3. M

    Trend Function to Ignore Zeros

    I am trying to look at sales data for many stores. Some stores were not open at some points in time. For instance, maybe 3 stores did not open until 11/16 while others were open from 07/16 to present. I want to use the TREND function but want it to ignore the zeros. I did find a...
  4. M

    Power Query Use Data From Worksheet as Parameters

    I am pulling data from a database. What I would like to do is setup a few parameters in the workbook that contains the query and use named ranges to filter the data in the query. For instance have a start and end date, service, the beginning of a billing code such as PR, CB, or FB that I enter...
  5. M

    Calculate Trailing 12 Months - Power BI

    Yes the 1900 date is correct as some were entered that way into the DB. For retention it would be (4,759 - 37 )/5,294 = 89.2% My issue is how do I not count the one's that started in the period but also left within the period. I think it is going to take some tricky filtering.
  6. M

    Calculate Trailing 12 Months - Power BI

    Chihiro, I have attached an example excel file. The Date Table will be a slicer to control the dates. I'll need to do the calculations in columns J thru M. Column M will be the measure that will be displayed in Power BI. I am looking for a way to count between dates using DAX.
  7. M

    Calculate Trailing 12 Months - Power BI

    Anyone have any ideas on how to calculate a trailing 12 months in Power BI to create a graph showing how the client base has changed over time during a 12 month period? My calculation in Excel is Retention Rate = (End Bal. - New)/Begin Bal. I have data where there is a start date and an end...
  8. M

    Need advice on macro

    Thanks Kenneth! I'll play around with this and let you know. Mike
  9. M

    Need advice on macro

    Here is some example code I would use as a sub-macro: Sub AnicoFormat() 'This macro works Dim MyFolder As String, MyFile As String Dim ws As Worksheet, wb As Workbook MyFolder = "C:\Testing\Anico" MyFile = Dir(MyFolder & "\*.xl*") Do While MyFile <> "" Workbooks.Open...
  10. M

    Need advice on macro

    Kenneth: Yes there is a reason, of the 9 folders created (see the top of the code where all the "MkDir" are), there is a different format for the spreadsheets in each folder. So, with the code that I have, I am trying to figure out how to call a sub-macro to go through each of the files in...
  11. M

    Need advice on macro

    I have a macro that creates several folders, then takes data from one spreadsheet and creates several spreadsheets and saves them to a specific folder. Next I need to add several Call Macros to format each file in each folder, there are 9 folders, what is my best option? Should I setup a...
  12. M

    Create folder and save spreadsheets there based on criteria

    I figured it out. I changed this line of code: FN = LastClient & " " & strDate & ".xlsx" to this: FN = "\" & WSN.Range("N2") & "\" & LastClient & " " & strDate & ".xlsx"
  13. M

    Create folder and save spreadsheets there based on criteria

    I have a spreadsheet with data in columns A:N, headers are in row 1. Currently my macro takes the client name (there are 24 clients) in column N and creates a spreadsheet and saves it to a folder. In column N there are the names of the vendors associated with the clients. What I would like to do...
  14. M

    Power BI Date Ranges

    I figured out how to do this. I wrote SQL to do all the filtering, then simply pasted the SQL code in to Power BI. It works like a charm.
  15. M

    Power BI Date Ranges

    Just thinking here... what if I created two columns in the table SInvoices called startDate and endDate then using an IF statement, based on the SInvoice dates, I could calculate the commission rate and then use the slicer?
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