This is a guest post by Daniel Ferry of Excelhero.com.
Have you ever wanted to fetch live stock quotes from excel? In this post we will learn about how to get stock quotes for specified symbols using macros.
One method that has worked well for my clients can be implemented with just a few lines of VBA code. I call it the ActiveRange.
An ActiveRange is an area on a worksheet that you define by simply entering the range address in a configuration sheet. Once enabled, that range becomes live in the sense that if you add or change a stock symbol in the first column of the range, the range will automatically (and almost instantly) update. You can specify any of 84 information attributes to include as columns in the ActiveRange. This includes things such as Last Trade Price, EBITDA, Ask, Bid, P/E Ratio, etc. Whenever you add or change one of these attributes in the first row of the ActiveRange, the range will automatically update as well.
Sound interesting, useful?
In this post, you can learn how to use excel macros to fetch live stock quotes from Yahoo! Finance website. It is also going to be a crash course in VBA for the express purpose of learning how the ActiveRange method works so that you can use it yourself.
Download Excel Stock Quotes Macro:
Click here to download the excel stock quotes macro workbook. It will be much easier to follow this tutorial if you refer to the workbook.
Background – Understanding The Stock Quotes Problem:
The stock information for the ActiveRange will come from Yahoo Finance. A number of years ago, Yahoo created a useful interface to their stock data that allows anyone at anytime to enter a URL into a web browser and receive a CSV file containing current data on the stocks specified in the URL. That’s neat and simple.
But it gets a little more complicated when you get down to specifying which attributes you want to retrieve [information here]. Remember there are 84 discreet attributes available. Under the Yahoo system, each attribute has a short string Tag Code. All we need to do is to concatenate the string codes for each attribute we want and add the resulting string to the URL. We then need to figure out what to do with the CSV file that comes back.
Our VBA will take care of that and manage the ActiveRange. Excel includes the QueryTable as one of its core objects, and it is fully addressable from VBA. We will utilize it to retrieve the data we want and to write those data to the ActiveRange.
Before we start the coding we need to include two support sheets for the ActiveRange. The first is called “YF_Attribs”, and as the name implies is a list of the 84 attributes available on Yahoo Finance along with their Yahoo Finance Tag Codes. The second sheet is called, “arConfig_xxxx” where xxxx is the name of our sheet where the ActiveRange will reside. It contains some configurable information about the ActiveRange which our VBA will use.
All of the VBA code for this project will reside inside of the worksheet module for the sheet where we want our ActiveRange to be. For this tutorial, I called the sheet, “DEMO”.
Writing the Macros to Fetch Stock Quotes:
Press ALT-F11 on your keyboard, which will open the VBE. Double click on the DEMO sheet in the left pane. We will enter out code on the right. To begin with, enter these lines:
Private rnAR_Dest As Range
Private rnAR_Table As Range
Private stAR_ConfigSheetName As String
Always start a module with Option Explicit. It forces you to define your variable types, and will save you untold grief at debugging time. In VBA each variable can be one of a number of variable types, such as a Long or a String or a Double or a Range, etc. For right now, don’t worry too much about this – just follow along.
Sidebar on Variable Naming Conventions
Variable names must begin with a letter. Everyone and their brother seems to have a different method for naming variables. I like to prefix mine with context. The first couple of letters are in lower case and represent the type of the variable. This allows me to look at the variable anywhere it’s used and immediately know its type. In this project I’ve also prefaced the variables with “AR_” so that I know the variable is related to the ActiveRange implementation. In larger projects this would be useful. After the underscore, I include a description of what the variable is used for. That’s my method.
In the above code we have defined three variables and their types. Since these are defined at the top of a worksheet module, they will be available to each procedure that we define in this module. This is known as scope. In VBA, variables can have scope restricted to a procedure, to a module (as we have done above), or they can be global in scope and hence available to the entire program, regardless of module. Again we are putting all of the code for this project in the code module of the DEMO worksheet. Every worksheet has a code module. Code modules can also be added to a workbook that are not associated with any worksheet. UserForms can be added and they have code modules as well. Finally, a special type of code module, called a class module, can also be added. Any global variables would be available to procedures in all of these. However, it is good practice to always limit the scope of your variables to the level where you need them.
In that vein, notice that the three variables above are defined with the word Private. This specifically restricts their scope to this module.
Every worksheet module has the built-in capability of firing off a bit of code in response to a change in any of the sheet’s cell values. This is called the Worksheet_Change event. If we select Worksheet from the combo box at the top and Change in the other combo box, the VBE will kindly define for us a new procedure in this module. It will look like this:
End Sub
Notice that by default this procedure is defined as Private. This is good and as a result the procedure will not show up as a macro. Notice the word Target near the end of the first line. This represents the range that has been changed. Place code between these two lines so that the entire procedure now looks like this:
The Heart of our Excel Stock Quotes Code – Worksheet_Change()
ActivateRange
If Worksheets(stAR_ConfigSheetName).[ar_enabled] Then
If Intersect(Target, rnAR_Dest) Is Nothing Then Exit Sub
If Target.Column <> rnAR_Dest.Column And Target.Row <> rnAR_Dest.Row Then
PostProcessActiveRange
Exit Sub
End If
ActiveRangeResponse
End If
End Sub
That may look like a handful but it’s really rather simple. Let’s step through it. The first line is ActivateRange. This is the name of another sub-procedure that will be defined in a moment. This line just directs the program to run that sub, which provides values to the three variables we defined at the top. Again, since those variables were defined at the top of the module, their values will be available to all procedures in the module. The ActivateRange procedure gives them values.
Next we see this odd looking fellow:
If Intersect(Target, rnAR_Dest) Is Nothing Then Exit Sub
All this does is check to see if the Target (the cell that was changed on the worksheet) is part of our ActiveRange. If it is the procedure continues. If it’s not, the procedure is exited.
The next line checks to see if the cell that was changed is in the first column or first row of the ActiveRange. If it is, the post processing is skipped. If the change is any other part of the ActiveRange, another sub-procedure (defined below) is run to do some post processing of the retrieved data, and then exits this procedure.
If the cell that changed was in the first column or the first row, the program runs another sub-procedure, called ActiveRangeResponse, which is also defined below. ActiveRangeResponse builds the URL for YF, deletes any previous QueryTables related to the ActiveRange, and creates a new QueryTable as specified in our configuration sheet.
That’s it. The heart of the whole program resides here in the Worksheet_Change event procedure. It relies on a number of other subprocedures, but this is the whole program. When a change is made in the ActiveRange’s first column (stock symbols) or its first row (stock attributes), ActiveRangeResponse runs and our ActiveRange is updated.
Understanding other sub-procedures that help us get the stock quotes:
So let’s look at those supporting subprocedures. The first is ActivateRange:
stAR_ConfigSheetName = “arConfig_” & Me.Name
Set rnAR_Dest = Me.Range(Worksheets(stAR_ConfigSheetName).[ar_range].Value)
Set rnAR_Table = rnAR_Dest.Resize(1, 1).Offset(1, 1)
Worksheets(stAR_ConfigSheetName).[ar_YFAttributes] = GetCurrentYahooFinancialAttributeTags
End Sub
Again, all this does is give values to our three module level variables. In addition it builds the concatenated string of YF Tag Codes required for the URL. It does this by calling a function that I’ve defined at the very bottom of the module, called GetCurrentYahooFinancialAttributeTags.
The next subprocedure is ActiveRangeResponse:
Dim vArr As Variant
Dim stCnx As String
Const YAHOO_FINANCE_URL = “http://finance.yahoo.com/d/quotes.csv?s=[SYMBOLS]&f=[ATTRIBUTES]”
vArr = Application.Transpose(rnAR_Dest.Resize(rnAR_Dest.Rows.Count – 1, 1).Offset(1))
stCnx = Replace(YAHOO_FINANCE_URL, “[SYMBOLS]”, Replace(WorksheetFunction.Trim(Join(vArr)), ” “, “+”))
stCnx = Replace(stCnx, “[ATTRIBUTES]”, Worksheets(stAR_ConfigSheetName).[ar_YFAttributes])
AddQueryTable rnAR_Table.Resize(UBound(vArr)), “URL;” & stCnx
End Sub
Notice that here we have variables defined at the top of this procedure and consequently their scope is limited to this procedure only. This means that we could have the same variable names defined in other procedures but those variables would not be related to these and would have completely different values.
Next notice that we have defined a constant. This is good practice, as it forces us to specify what the constant value is by naming the constant. I could have just used the value where I later use the constant, but then the question arises as to what is this value and where did it come from. Here I have named the value, YAHOO_FINANCE_URL, removing all doubt as to its purpose.
The next line is this:
vArr = Application.Transpose(rnAR_Dest.Resize(rnAR_Dest.Rows.Count - 1, 1).Offset(1))
and it deserves some explanation. Let me back up by saying that whenever we write or read multiple cells from a worksheet we should always try to do it in one go, rather than one cell at a time. The more cells involved the more important this is. Otherwise we pay a massive penalty in processing time. One of the best optimization techniques available is to replace code that loops through cell reads/writes and replace it with code that reads/writes all the cells at once. It can literally be hundreds to thousands of times faster.
Here we are interested in getting the list of all of the stock symbols in the first column of the ActiveRange. So how do we get them in one shot? We use something called a variant array. Notice that we defined vArr at the top of this procedure. A variant array is a special kind of variable that holds a list of values and it DOES NOT CARE what variable types those values are. This is important when retrieving data from a sheet because the data could be numbers, text, Boolean (True or False), etc. Variants are powerful, but they are much slower than other variable types, such as a Long for numeric data for example. However, in the case of retrieving or writing large chunks of data from/to a sheet the slight penalty of the variant is dwarfed by the massive increase in the speed of data transfer.
It’s very simple to retrieve range data (regardless of the size) into a variant array. All you do is:
v = range
where v is defined as a variant and range is any VBA reference to a worksheet range. And magically all of the values in that range are now in v. Note that v is not connected to the range. A change in any of v’s values does not propogate back to the range, and likewise a change to the range does not make it’s way to v all by itself. v will ALWAYS be a two-demensional array. The first dimension is the index of the rows, the second dimension is the index of the columns. So v(1,1) will refer to the value that came from the top left cell in the range. v(6,9) will hold the value that came from the cell in the range at row 6 and column 9.
For most circumstances this two-dimensional format is fine. But we are only retrieving one column of stock symbols. The procedure will still give us a two-dimensional array, with the column dimension being only 1 element wide. This is a shame because VBA has a wonderful function called Join that allows you in one step (no loop) to concatenate every element of an array into a string. You can even specify a custom string to delimit (go in-between) each element in the output string. The problem is that Join only works on single dimensioned arrays 🙁
But there’s always a way, right? We can use the Application.Transpose method on the 2-D array and presto we get a 1-D array. The rest of the line just specifies what range (the stock symbols) to grab.
The next two lines are:
stCnx = Replace(YAHOO_FINANCE_URL, "[SYMBOLS]", Replace(WorksheetFunction.Trim(Join(vArr)), " ", "+"))
stCnx = Replace(stCnx, "[ATTRIBUTES]", Worksheets(stAR_ConfigSheetName).[ar_YFAttributes])
Again a handful, but all we are doing here is replacing the monikers, [SYMBOLS] and [ATTRIBUTES] in the YAHOO_FINANCE_URL constant with the list of stock symbols (delimited by a plus sign) and the string of attributes.
In the final line of the procedure:
AddQueryTable rnAR_Table.Resize(UBound(vArr)), "URL;" & stCnx
we are running another subprocedure called, AddQueryTable and we are telling it where to place the new QueryTable and providing the connection string for the QueryTable, which in this case is the YF URL that we just built.
Nothing unusual happens in the AddQueryTable sub. It just deletes any existing AR related QueryTables and adds the new one according to the options in the configuration sheet.
The PostProcessActiveRange sub is interesting:
If rnAR_Dest.Columns.Count > 2 Then
Application.DisplayAlerts = False
rnAR_Table.Resize(rnAR_Dest.Rows.Count).TextToColumns Destination:=rnAR_Table, DataType:=xlDelimited, Comma:=True
Application.DisplayAlerts = True
Worksheets(stAR_ConfigSheetName).[ar_LocalTimeLastUpdate] = Now
End If
End Sub
Processing Yahoo Finance Output using Query Table & Text-Import Utility:
As mentioned before the data from YF comes back as a CSV file. The QueryTable dumps this into one column. If you were only retrieving one attribute for each stock this would be fine as is. However, two or more attributes is going to result in unwanted commas and multiple attribute values squished into the first column of the QueryTable output. Unfortunately this is poor design by Microsoft, especially when you consider that the QueryTable does not behave like this when it is retrieving SQL data or opening a Text file from disk. You can actually specify this operation to be a text file and it will properly spread the output over all of the columns. To do so, you specify the disk location as being the URL of the YF CSV file, but as Murphy would have it, it’s unbelievably slow and pops up a status dialog as it slowly retrieving the CSV. Using the URL instruction instead of the TEXT instruction at the beginning of the connection string is incredibly fast in comparison, but dumps all of the data into the first column.
So what to do? We’ll just employ Excel’s built-in TextToColumns capability and bam, our data is where we want it.
Our finalized stock quotes fetcher worksheet should look like this:
Download Excel Stock Quotes Macro:
Click here to download the excel stock quotes macro workbook. It will be much easier to follow this tutorial if you refer to the workbook.
Final Thoughts on Excel Stock Quotes
The ActiveRange technique is quite versatile. It can be implemented with other data sources such as SQL, or even lookups to other Excel files, or websites.
In this example it provides a nice way to easily track whatever stocks you may have interest in and up to 84 different attributes of those stocks. You can enable and disable the activeness of the ActiveRange on the fly. You can set the AR to AutoRefresh the data at periods that you set or to not refresh at all.
This is a basic implementation. For example, changing the AutoRefresh setting will have no effect until a new QueryTable is built. That won’t happen until you also add or change a stock symbol or add or change an attribute. An easy enhancement would be to add a little code to the arConfig_DEMO code module to respond to changes to the ar_AutoRefresh named range cell.
Another enhancement would be to eliminate the slight flicker of the update by moving the QueryTable destination to the arConfig_DEMO and then doing the TextToColumns with the destination set to the DEMO sheet. In an effort to simplify this tutorial I have left these easy enhancements as an exercise for you to implement.
Have a question or doubt? Please Ask
Do you have any questions or doubts on the above technique? Have you used ActiveRange or similar implementations earlier? What is your experience? Please share your thoughts / questions using comments.
I read Chandoo.org regularly and will be monitoring the post for questions. But you can also reach me at my blog:
Further References & Help on Excel Stock Quotes [Added by Chandoo]
- Fetching Stock Quotes using Research Pane
- Stock Portfolio Tracker using Google Docs
- QueryTable Object Model & Properties
- Using QueryTable to Generate Dynamic Reports
- Yahoo Finance API Documentation & Example
Excel Hero is dedicated to expanding your notion of what is possible in MS Excel and to inspiring you to become an Excel Hero at your workplace. It has many articles and sample workbooks on advanced Excel development and advanced Excel charting.
34 Responses to “Find Quarterly Totals from Monthly Data [SUMPRODUCT Formula]”
Chandoo,
Very nice post. In most cases I would use a formula such as yours so that copying is automatic. But for instructional purposes, consider this alternative for the Q1:
=SUMPRODUCT((MONTH(B$4:B$15)={1,2,3})*C$4:C$15)
Besides being shorter, this formula is crystal clear in function. Then for the other quarters you would just change the array constants to the months of that quarter. For example, Q2:
=SUMPRODUCT((MONTH(B$4:B$15)={4,5,6})*C$4:C$15)
Now I know there are a lot of accountant types out there that think using constants in a formula is some sort of heresy. I think that idea is silly. If the formula is clear and maintainable, constants are ok by me. But if this idea shakes anyones soul, these constants could easily be encapsulated in named formulas and then the formula above could look like this:
=SUMPRODUCT((MONTH(B$4:B$15)=Quarter1)*C$4:C$15)
The SUMPRODUCT function is truly magical, as you put it. This article goes into some advanced uses:
http://www.excelhero.com/blog/2010/01/the-venerable-sumproduct.html
Regards,
Daniel Ferry
excelhero.com
I have a column of dates(xx/xx/xx) on a sheet that represents when a task is completed. How do I code a formula on a separate sheet(Summary Page) of the total number of completions within a quarter?
ie;
Task Date Completed
task1 02/05/14
task2 04/01/14
task3 08/01/14
I need a formula that scans that column and then adds the number of tasks completed within each quarter of the year.
Chandoo,
as usual, great tip.
Ever since i read this post, I am struggling with a table that has the same layout as the example, and I wanted to add the totals per year and per Q, years as rows, Qs as columns. The first thing I've noticed is that I had to add the double minus to the roundup portion in order to make it work, even my dates ARE dates...but what i cannot figure out is how to summarize by year. I've tried adding a Year(a1:a20)=2010 to the sumproduct, but it returns 0, and I have the Pivot table below to prove that wrong (aaah, how easy was to have that with the pivot table....!!)
btw, I was playing around with PTs, adding calculated fields and items to solve variations between Actuals and Budgets and Prior Years. Once you get the formulae right, it's sooooo easy to do, and the results are awesome !!!
all the best,
Martín
Amended Chandoo's formula to add a year and it worked fine.
SUMPRODUCT((YEAR($B$4:$B$15)=2010)*(ROUNDUP(MONTH($B$4:$B$15)/3,0)=ROWS($E$4:F4))*$C$4:$C$15)
Chandoo
I generally do quarters in the same way galthough I would have changed the number format of cells E4:E7 to Q0, so that I could reduce to formula length by referring directly to these cells. SUMPRODUCT((ROUNDUP(MONTH($B$4:$B$15)/3,0)=E4)*$C$4:$C$15).
I like Daniel's suggestion of a named range. Great site.
Thanks Chandoo,
I use a tbl to create relationshipp for each period to its quartile
Jan Q1
Feb Q1
Mar Q1
Create a lookup in a helper column to lookup the correct quartile.
Use Sumif on the column with the quartile
Best regards,
Winston
@Daniel: Excellent insights as always. I am finding SUMPRODUCT formula really really powerful.
I didnt know that we can write conditions like ={1,2,3}. I remember trying that but it didnt work. thanks for telling me how to do it. I like your idea of named ranges. It will keep things simple and also let the reports to easily transformed if one needs to change Q1 from JAN-MAR to APR-JUN.
@Martin: See Alan's comments. Also, I liked your question, so I am doing a follow up post on it today. Refer to it to find out how you can get quarterly totals from multi-year monthly data.
@Alan: Very good tips. Thank you. Infact, in the download file you would find the formula to be slightly different. I used ROWS() so that I need not change the values for each quarter. I guess either technique works fine.
@Winston: Thanks for sharing your technique. Using helper columns is a fine option too. It keeps the formulas clean and simple. I was just curious and investigated to find if there is a formula that would avoid helper columns.
Chandoo, I learn so much from your posts. Thank you for this!
I was wondering, how would this get applied to a dashboard with a dynamic date slider?
Right now I show sales for the week, month, and year based on the date I choose. I've yet to discover how to calculate quarterly numbers based on my date selection.
My date is determined by: =DATE(2018,12,31)+7*(A2-1) with A2 updating based on the slider.
Sales This Month is calculated as: =SUMPRODUCT((MONTH(Data[Order Date])=MONTH(D2))*(Data[Sales Amount])) with D2 containing the date formula above.
ANy suggestions?
Thanks for your question Jason.
It seems you have data at date (or even lower level). In such cases, you need either two conditions or probably SUMIFS to solve this. For example with SUMIFS,
=SUMIFS(data[sales amount], data[order date],">="&quarter_start, data[order date],"<"&quarter_end) where quarter_start = date(year(a2), choose(month(a2), 1,1,1,4,4,4,7,7,7,10,10,10), 1) and quarter_end = date(year(a2), choose(month(a2), 4,4,4,7,7,7,10,10,10,13,13,13), 1) can work.
How about if we have the data in weeks and we want to roll it up in Q1, Q2, Q3, Q4
will this work for Q1:
=SUMPRODUCT((MONTH(B$4:B$15)={1,2,3,4,5,6,7,8,9,10,11,12,13})*C$4:C$56)
nice article to use the new things on the excel to calculate the needed ports...The use of tables shows the image view than the wordings, since images are easily recorded in the mind of users than the words to be read...
[...] Quarterly data in a formula May 4, 2010 at 9:12 AM | In General | Leave a Comment Tags: month, formulas, flag, quarter, sumproduct Chandoo wrote a post about combining the power of SUMPRODUCT with a small mathematical trick in order to calculate a quarterly sum from a monthly data table. [...]
I have an issue, much different yet has some similarities...
I have two worksheets... 'Summary' worksheet and 'Stop pays' worksheet.
The summary sheet has the $ amount of checks paid each week. (example. A1= 1/1/10, B1= $100,000.00; A2= 1/8/10, B2= $120,000.00, A3= 1/15/10, etc...for 52 weeks)
On the stop pays sheet is a list format of each check that was voided at a later date... (example. column A= original check date, column B= check voided amount, column C= void date. A2= 1/1/10, B2= -$100.00; A3 = 1/1/10, B3= -$150.00; A4= 1/1/10, B4= -50.00; etc...)
On the summary sheet in C1, I need to calculate the total checks actually paid out. I have been trying to use combinations of SUMPRODUCT with VLOOKUPS, but can't get anything to work. The result in C1 should $99,700.00
Any thoughts, all help is appreciated. Thanks, Kyle
@Kyle
Give this a try in Summary!C1 and copy down
=SUM($B$1:B1)+SUMPRODUCT(1*('Stop Pays'!A2:A100<=Summary!A1)*('Stop Pays'!$B$2:$B$100))
@Kyle... you can use sumif formula...
Assuming your summary sheet is in range A1:B10, stop pays sheet is in range A1:B20.
in summary c1 write = b1 - sumif('stop pays'!$a$1:$a$20,a1,'stop pays'!$b$1:$b$20)
Read more about sumif formula here: http://chandoo.org/wp/2008/11/12/using-countif-sumif-excel-help/
@Hui. Thanks, but for some reason this only worked for the first row (C1), when I copied down the results werent accurate.
@Chandoo. This seems to work perfectly. Thank you.
Thanks again.
@ Kyle
Chandoo's formula is giving the amount each month (Cheques - Stop Pays)
Mine is giving a running total from 1/1/10 to the date in Summary!Column A
I have monthly data in one sheet and want to calculate quarterly and annual data is two other sheets. all monthly data is arranged across columns. so A1 is jan 2000, b1 is feb 2000, c1 is march 2000 and so on.
Please help
@Priyank: Assuming your months are (in date format) in A1:X1 and corresponding values are in A2:X2, you can calculate quarterly totals like this:
=SUMPRODUCT((ROUNDUP(MONTH(A1:X1)/3,0)=1)*(A2:X2)) for Q1. Modify it to get Q2... etc.
you can use similar logic with YEAR() to get yearly totals.
This formula is not working properly in one of my sheets with horizontal cash flows using columns instead of rows. For example, Q1 only sums M1 and Q2 is summing up M2:M4. It doesn align propoerly. The formula works if I create a simple test using same format in excel but not in the model. Can I send the excel to someone?
Thanks,
Marc
Item 01-Mar 02-Mar 03-Mar 04-Mar Tot.
Soap 24 12 15 13 (E5-F5)+(G5-F5)+(G5-H5)
Ketchup 12 10 8 14
Tea 10 8 5 8
Soup 12 7 9 11
Coffee 22 26 14 13
Hi!!,
I need your help in fixing above problem.
I do get day day wise closing stock of my company.To get day sales have to
substract today's no from prev.day's no. But sometimes today's no is big due to receipt of stock.That time I need to substract prev.day's no from today'no. Pls see formula in tot column.Like this I have to do for 31 days and 250 items.I want one formula in one cell give final result(tot)by satisfying above conditions else I have to punch a formula in above column which is boring ang time consuming.Thanks in advance.
Hi Chandoo et al,
My question builds on the post regarding quarterly totals from monthly data. I'm having trouble getting the formula to work when the time period I want quarterly totals for exceeds 12 months. In my case, I have 240 months and need these to be collapsed into 60 quarters. Any suggestions? Or should I simply cut and paste the formula for each 12 month period?
thanks
Hi Chandoo,
I have a similar problem, but with a twist. I often compare actual and budget data where the actuals are in one range with Jan-Dec data and the budget is another range with Jan-Dec data.
The problem I have is that at the beginning of the year I know the budget for all 12 months, so my range is populated for Jan-Dec. The actual data is populated as we complete those months.
Here's the rub: when caluclating totals for Oct, say, the formula to retrieve Q4 data needs to be smart enough to NOT include the November and December budget amounts, which are already populated in the table.
how can I do the same using SQL query?plz help
[…] Find Quarterly Totals from Monthly Data [SUMPRODUCT Formula] | Chandoo.org - Learn Microsoft Excel O… […]
How do we use this for getting totals for the latest qtr? anybody?
My challenge is I don't want to use a helper column. Want to derive the latest qtr and then average the numbers for that qtr . Ex this gives an error :
AVERAGEIF((ROUNDUP(MONTH($A$2:$A$7)/3,0),(ROUNDUP(MONTH(MAX($A$2:$A$7))/3,0)),B2:B7))
Hi
I am arranging a spread sheet for work but am struggling with a date function. we have customers in our service for up to 2 yrs, however we have to calcuate the number of days they have been in service each quarter. For example Q1 will run from 15/01/15 to 06/04/15 but my customer could have joined on 03/09/14 ... i don't want to calulate all the days just the days in the quarter... which should be upto 91 days max. Can any one help at all?
Dear all
I can see your formula and I think it works perfectly for what I want to achieve, ie pull quarterly figures from a range showing monthly data. There's only one problem. I cannot follow how the sumproduct formula is working in this case. Could anyone please help with an explanation on what is going on in that formula so I can hopefully be able to apply it.
Thanks
Hi,
I need to come up with a way to show the current quarters info, this would be run off the month end date.
For example: If the month end date is 28.2 then I need to bring back Jan data and Feb data or if the end date was 31.3 I would need to total Jan, Feb and Mar data.
I am thinking of creating unique references such as the quarter plus which month it is in the quarter ie if it was feb, the unique reference would be Q12 (Q1 for the quarter and 2 for the month as it is the 2nd month in the quarter). Would I need to use an index or offset formulae.........
Any help would be appreciated.
Greetings,
Can we make this a little more involved just month and sales results.
What if I have the following columns:
Vendor Name
Market
Line of Business
Month
Sales
Now I want to calculate the average quarterly sales by vendor, Market, and Line of Business
Hello Hesham... thanks for your question. You should use Pivot Tables for such things. See here for a getting started guide - https://chandoo.org/wp/excel-pivot-tables-tutorial/
Im a little confused, I have the following table of sales
Sales Sheet
ColA=dates(dd/mm/yyyy)
ColE=amount(total amount of sales in $)
eg
A E
11/02/2020 $20.00
01/01/2020 $15.00
03/12/2020 $16.00
05/07/2020 $23.00
etc etc
Report Sheet
I want to report the running total of sales for each quarter and update the figures here as more get added
Cell B2= Quarter1 total
Cell B5= Quarter2 total
Cell B8= Quarter3 total
Cell B11= Quarter4 total
How do I read the Sales Sheet column A selecting all dates for each quarter and sum total them in The Report sheet. I have tried mucking about with your formula but I just keep getting errors, any help much appreciated
I have problem Statement, my data are monthly i need to do comparison at QTD level say i am second quarter May (so my data should only pick April and May total) and( when in June it should pick Apr+ May +June) - can i your help on this
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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