budget

Hi I need some help. I have a gantt chart created in excel for a project, I also have a budget associated to each task in the gantt chart. The budget is monthly. Is it possible to link the gantt chart to the budget, and more specifically, if the timeframe for an activity changes (i.e. becomes...

Hello all, I am creating a UDF in VBA for a workbook. The workbook has two sheets: a Budget sheet and aPurchase Order (PO) sheet. Essentially, POs are entered into the PO sheet and the SUMIFS will go thru ALL the PO $ amounts and (hopefully) deduct the respective amounts from the proper account...

Hello, I am trying to sum up a column with some budget-numbers, and if there has been a revised budget, use that cell instead of the original. Basically two colums: A - Budget B - Revised 1 3 2 3 1 4 Is it...

Good Evening! I am having trouble getting the last step of this worksheet done. Basically I have 1 Budget and 3 projects types. I want to weight the projects by importance but maintain a balanced budget. For example: Budget: 1500 Project A: 5 Team Member Project B: 4 Team Members...

Hi, I've set up a budget for tasks in weeks. However, the cost ledger is prepared monthly and I am trying to capture my source data in weeks and arrange into budget for the month to enable analysis against WBS codes. On the attached I've used the MONTH and YEAR formula to convert my week ending...

I have budget worksheet that I use and it works very well. I am trying to have a check register on another tab for that month with drop down categories that will automatically change the values in my budget. For instance if I budget $300 for groceries and I go to the store I want to put into...

Hello Excel Gurus, I'm trying to write a code that will transform my data from singular columns to multiple rows. My data is currently organized like this; <tbody> Index Budget View 1/1/2018 2/1/2018 3/1/2018 4/1/2018 123 Budget $10.00 $10.00 $10.00 $10.00 123 Forecast $10.00 $0.00 $5.00...

Hello All, I am creating a personal budget and on the fist sheet "2018 budget" under column C, I would like to have a formula for the year to date based on the dropdown menu in E6. The date that I would like to pull from is the second sheet that says "2018 monthly allocation." At the top you...

Hi, I am setting up a family budget planner, and want to list the fixed outgoings (Description / Amount / Frequency [Monthly / Weekly / Bi-Weekly] / First Date Taken. The variable outgoings, I want to list in a separate table (Date / Description / Amount). The problem I am having is as...

Hi I am creating a "Staff Roster" checklist In cells J5:J11 I have a set value used as the budget number of staff to work that day. In G3:33 I have a list of staff names In J13:33 I enter the task required oppposite that employee which is A, B, C etc, A= Shift manager B=Driver C= Dock etc In...

Hello, I'm trying to build a formula that sums up the YTD budget using an account and a date. I got the MTD budget using the following: =INDEX(A1:G4,MATCH(A7,A1:A4,0),MATCH(A6,A1:G1,0)) How do I sum the January through May amounts using 2 variables? <tbody> 1/31/18 2/28/18 3/31/18...

Hi all, I want to extract data from my P&L budget and forecast (on different tabs in excel) based on a date I select from my drop down list. I basically want to do a variance analysis between the budget and forecast P&L. Both my budget and forecast income statement look like the below in terms...

I am using Excel 2016. I added a column to the data set that my Pivot Table is pulling from and one of the calculations is giving me a #NAME ? error now. How can I fix this? The columns I am using are below. The error is in the third column (Invoice+Orders % Budget). The column I added is...

Hello, I have a power pivot model with budget table, forecast table and keys table. Forecast table columns: Data Type, Manager Name, Client Name, Period, Amount, Month, Year, Key (Manager A_Client A_Month_Year) Example of table row: "Forecast", "Manager A", "Client A", Jan-17, 100, 1,2017...

Hi, I would appreciate assistance creating the correct formula to : SUM columns B, D and F ONLY if there are figures greater than zero in columns C, E and G (The result to find the YTD Budget in column H) I have tried numerous with not much luck! Thanks <tbody> A B C D E F G H Jan Budget...

I inserted a Prevsheet function into VB and saved it to my personal workbook. I wanted it available to all workbooks later. Initially it would not run in any workbook - i had to try several different versions until one finally worked in budget spredsheet. I use it to carry totals over...

Hello, I'm trying to match on 3 criteria to return a result, but no matter what I have tried it hasn't worked. In the example attached I am trying to match "Rms Cable Television", "Jan-18", and "ACTUAL" (all in bold below), to return a value. The formula I am attempting to use is...

Good morning all, I have a question regarding a lookup formula I'm trying to work, So i have the following SUMMARY sheet <tbody> January Act Budget % New Store Openings 1 1 100 Relocates 2 2 100 Refits 1 2 50 </tbody> Now the January cell (A1) is a drop down so when February is...

Hello Excel users! In short, I'm trying to create a bell curve to show low-end and high-end housing prices that I can afford based on a budget and the curve can adjust according to income. Before I go into detail, may I say that I'm brand new to this site and this is my first question to post...

Hello all, I am working on creating an executive dashboard. I need to sum the total spend for all budget codes by department and company. Unfortunately the department does not come through into the report but the budget codes does. There are at a minimum 20 budget codes per department. So I...