I've been working on this for a while and trying different styles... I need to develop a tracking spreadsheet (for 50 employees) that will calculate accruing vacation time and vacation time used based on the following parameters:
*Employees who have worked less than 3 years but past the 90 day anniversary with the company (at which they start accruing) (there is one more caveat on this... the accrual day is the 1st of the month of the month past the 90 days)[I figured this 90 day item out on my excel sheet] it will accrue at:
- 4 hours a month, at the end of the month, with a MAX cap of 72 hours that they can have stored (but if they use vacation time and fall below the 72 hours they can continue to accrue again up to 72 hours...)
*Employees who have worked more than 3 years but less than 6 years with the company carry over their prior vacation and begin to accrue from here onward at:
- 6.8 hours a month, at the end of the month, with a MAX cap of 122.4 hours that they can have stored (but if they use vacation time and fall below the 122.4 hours they can continue to accrue again up to 122.4 hours...)
*Employees 6 years and over with the company carry over their prior vacation and begin to accrue from here onward at:
- 10 hours a month, at the end of the month, with a MAX cap of 180 hours that they can have stored (but if they use vacation time and fall below the 180 hours they can continue to accrue again up to 180 hours....)
& yes, I need to be able to deduct vacation time used.
Does anyone have any suggestions for layout or for a formula that can do part of these functions? I appreciate any advice or suggestion on what else I can use!
I have created a test sheet, and was accruing based on these conditions for the first and started on the second set of rules (for years 3+).
However when I accrue to the max of 72 hours on the first policy, it no longer accrues correctly if they used vacation and fall under the 72 hours cap again.
I know this is a overcomplicated policy, but that is what the company wants and they will not budge.... Any help or advice is appreciated. I know my sheet isn't great.. but I'm trying options.
Below is the equation I used for the 90 day:
=IF(F2<TODAY()-90, F2+90, "90 Day Period")
Then to get the first day of the month after I used:
=IF(G2="90 Day Period","N/A",DATE(YEAR(G2),MONTH(G2)+1,1))
I tried using for the accrual of the first rule (but it has issues...):
=IF(N2="N/A","N/A",IF(N2<=36,MIN(72,((N2*4)-P2),72),(72-P2)))
For second rule:
=IF(AND(N2>36,N2<=72),MIN(122.4,((N2-36)*6.8)+Q2-S2),0)
Let
column A EmpName
column B EntryDate
Column C DaysSpent for the current month
Column D capped Accruel buffer at end of month
repeat Columns C and D month after month
example
01-Sep-2013 01-Oct-2013
EmpName EntryDate spent buffer spent buffer ... etc ...
.-------.-----------.-----------.------.-----------.------.
me 01-Jan-2010 0 12 0 18.8
you 01-Jun-2013 0 4 0 4
In order not to get spaghetti formulas I recommend to create some user defined functions in VBA, like
Function GetCap(EntryDate, ThisDate) As Single
Function GetMonthly(EntryDate, ThisDate) As Single
By experience it's easier to debug/maintain 2-3 nested If's or Select Case's in VBA than 92 character long formulas with no blanks, no comments etc. in the sheet. Should the business logic change, there's one code block to review - instead of dozens/hundreds of formula in a sheet that has grown for 3x12 months x 50 users.
The above functions may want the help of e.g.
Function EndOfMonth(MyDate) as Date
Function BeginOfNextMonth(MyDate) as Date
so that in the sheet you just
manually enter hours spent month after month
calculate new buffer as = MIN([oldbuffer] - [Spent] + GetMonthly(...), GetCap(...))
carefully use relative/absolute addressing to make the formula "copyable" across columns/rows, e.g.
row-absolute on ThisDate got from the header when copying downwards
column-absolute on EntryDate for each Emp when copying rightwards
You can of course use =GetCap(...) and =GetMonthly(...) directly in cells of your sheet to display intermediate results and for debugging purposes.
Be carefull when you compare dates
Tips:
3 years later is not always 365x3 days later
check what the VBA DateSerial() functions does for months > 12 and months < 0
the end of next month always is the first days of 2 months ahead minus 1 ... even in February of a leap year ggg
and post more questions if you get stuck on these functions.
Related
The excel user will export the data from an online website to excel (12 months data), so the date will be all the time different.
I create a pivot table, and I have the months and total Average and Frequency. However, I need the 6 months as well, and I am not sure how to get it which time the data changes.
My question: is there any VBA code that will dynamically calculate the past 6 months Average?
One can do this with Formula.
To get the average of the past 6 months:
=AVERAGEIFS('12 Months'!F:F,'12 Months'!A:A,">="&EDATE(TODAY(),-6),'12 Months'!A:A,"<" &TODAY()+1)
To get the frequency:
=COUNTIFS('12 Months'!A:A,">="&EDATE(TODAY(),-6),'12 Months'!A:A,"<"&TODAY()+1)
If one wants the last 12 months, change the -6 to -12 in both formula.
This is a slightly adjusted version of the question here: Calculating Weekly Returns from Daily Time Series of Prices which was answered by #Scott Craner:
I want to calculate weekly returns of a mutual fund from a time series of daily prices. My data looks like this:
A B C D E
DATE WEEK W.DAY MF.PRICE WEEKLY RETURN
02/01/12 1 1 2,7587 -0,0108
03/01/12 1 2 2,7667
04/01/12 1 3 2,7892
05/01/12 1 4 2,7666
06/01/12 1 5 2,7391
09/01/12 2 1 2,7288 0,0067
10/01/12 2 2 2,6707
11/01/12 2 3 2,7044
12/01/12 2 4 2,7183
13/01/12 2 5 2,7619
16/01/12 3 1 2,7470 0,0511
17/01/12 3 2 2,7878
18/01/12 3 3 2,8156
19/01/12 3 4 2,8310
20/01/12 3 5 2,8760
23/01/12 4 1 2,8875
The date is (dd/mm/yy) format and "," is decimal separator. This would be done by using this formula: (Price for first weekday of next week - Price for first weekday of current week)/(Price for first weekday of current week). For example the return for the first week is (2,7288 - 2,7587)/2,7587 = -0,0108 and for the second is (2,7470 - 2,7288)/2,7288 = 0,0067.
The problem is that the list goes on for a year, and some weeks have less than five working days due to holidays or other reasons. Some weeks start with weekday 2, some end with weekday 3. So I can't simply copy and paste the formula above. I added the extra two columns for week number and week day using WEEKNUM and WEEKDAY functions, thought it might help. I want to automate this with a formula and hope to get a table like this:
WEEK RETURN
1 -0,0108
2 0,0067
3 0,0511
.
.
.
I'm looking for a way to tell excel to "find the prices that correspond to the min weekdays of two consecutive weeks and apply the formula "(Price for first weekday of next week - Price for first weekday of current week)/(Price for first weekday of current week)".
I would appreciate any help! (I have 5 separate worksheets for consecutive years, each with daily prices of 20 mutual funds)
It seems to me that you can generate your column E with this formula in E2 :
=IF(B2=B1, "", (VLOOKUP(1+B2, B3:D9, 3, FALSE) - D2)/D2)
It's a VLookup limited on the next 7 rows from each row that declares a new week.
Copying into all cells will give the result indicated in your first tableau. To transform this result into to the list (Week, Return) is a matter of a filter that hides blanks from E.
Notice that a problem could occur if the WeekNum restarts from one when a new year is reached, but since you say that each of your sheets is for one (calendar) year, it shouldn't happen.
I have a query to retrieve a set of non null records from a column x consisting of DATE format.
If count(x) = 35 then i need to display the value as 1 Month & 5 days
If 369 days then 1 year & 4 days or If 400 days then 1 year 1 month 5 days respectively
Query: In the above instance,unfortunately i am neglecting 0.25 days but How to tweak my actual requirement in such a way that i don't end up neglecting days and handle leap year logic too
How to solve this issue?
it is not clear if you need of a time's generic computing in years, months and days, based on averages of number of days of a month, etc.. or if you want an exact compute of the number of the months that pass starting froma adate.. for example if your total sum of 400 days start from 15 march, then the month is counted by 1 after, let's say, 15 days, and so the remaining days are 20.. I don't know if I explained..
In the first hypotesis, you may use the following pseudo-coded solution, that is a very approximative method..
however, if you know a start date, it is possible to compute exactly how many "bissextile" days are comprehended between your interval of days starting from your start date
let's say to have output variables Years, Months, Days .. and an input totalDaysdays assigned with your data retrieved from the db, then:
(pseudocode)
Years = trunc((totalDays / 365)
bissextileDays = trunc((totalDays / 365) / 4)
numDaysOffset = (totalDays Mod 365) + bissextileDays
Months = trunc(numDaysOffset / 30)
Days = numDaysOffset Mod 30
Actually i found something that will suit my requirement.
https://community.oracle.com/thread/2587161?start=0&tstart=0
select days,
floor(days / 365.25) years,
floor(mod(days,365.25) / (365.25 / 12)) months,
round(mod(days,365.25 / 12)) days
from periods
So this can produce expected output when number is given. This produces output as years,months and remaining days
I've periods of time every 15 days, MOM and EOM.
What I need to check is if a date value on a date field is prior to the current period minus 1.
For example, if today is 12/29, the period is 12/31, and i need to check
if prior < 12/15
How can i get the EOM (End Of Month, i mean, the last day of the month) and the MOM (Middle of month, it's like every 15th of month) with GETDATE() function without doing a DATEADD with -15 days (because in feb will be fail, and i don't care the month)
Any help or work around will be preciated.
Thanks
If you need the value 15 then put it in your code.
If that is against your company's policies then challenge the person that made that policy. Writing 5 lines of code to replace two characters is not a good coding...
If writing the 5 lines made your application much more flexible then maybe I could understand, but you are still "hard coding" 15 into your comparisons.
Thinking in a work around, what I did it was this:
If actual day < 15 then get the month actual, convert to the first day of the month (01) and minus 1 day. I get the last day of the prior month. (EOM - 1 period)
If actual day > 15, then the prior period (MOM - 1 period) is: 15 of actual month.
It's a query with if structure.
If someone has a better answer, please answer it and I'll be accept it.
Thanks :)
Greetings SQL gurus,
I don't know if you can help me, but I will try. I have several large databases grouped by year (each year in a different database). I want to be able to compare values from a particular week from one year to the next. For example, "show me week 17 of 2008 vs. week 17 of 2002."
I have the following definition of weeks that ideally I would use:
Only 52 weeks each year and 7 days a week (that only takes 364 days),
The first day of the first week starts from January 2nd - which means we do not use January 1st data, and
In leap year, the first day of the first week ALSO starts from the January 2nd plus we skip Feb. 29.
Any ideas?
Thanks in advance.
Best to avoid creating a table because then you have to update and maintain it to get your queries to work.
DatePart('ww',[myDate]) will give you the week number. You may run into some issues though deciding which week belongs to which year - for example if Jan 1 2003 is on Wednesday does the week belong as week 52 in 2002 or week 1 in 2003? Your accounting department will have a day of the week that is your end of week (usually Sat). I usually just pick the year that has the most days in it. DatePart will always count the first week as 1 and in the case of the example above the last week as 53. You may not care that much either way. You can create queries for each year
SELECT DatePart('ww',[myDate]) as WeekNumber,myYearTable.* as WeekNumber
FROM myYearTable
and then join the queries to get your data. You'll loose a couple days at the end of the year if one table has 52 weeks and one has 53 (most will show as 53). Or you can do it by your weekending day - this always gives you Saturday which would push a late week into the following year.
(7-Weekday([myDate]))+[myDate]
then
DatePart('ww',(7-Weekday([myDate]))+[myDate])
Hope that helps
To get the week number
'to get the week number in the year
select datepart( week, datefield)
'to get the week number in the month
select (datepart(dd,datefield) -1 ) / 7 + 1
You don't need to complicate things thinking about leap years, etc. Just compare weeks mon to sun
SInce you havea a specifc defintion of when the week starts that is differnt that the standard used by the db, I think a weeks table is the solution to your problem. For each year create a table that defines the dates contained in each week and the week number. Then by joining to that table as well as the relevant other tables, you can ask for just the data for week 17.
Table structure
Date Week
20090102 1
20090103 1
etc.
I needed to create a query that shows BOTH year AND week numbers, like 2014-52. The year shows correct when you use the Datepart() formula to convert week 53 to week 52 in the previous year, but shows the wrong year for the week that was week 1 previously that should be week 52 now. It show that week as 2015-52 instead of 2014-52.
Furthermore, it sorts the data wrong if you only use only the week number, eg:
2014-1,2014-11,2014-2
To overcome this I created the following query to insert a 0 and also to check for days in week 1 that should still fall under week 52.
ActualWeek: IIf(DatePart("ww",[SomeDate],1,3)=52 And DatePart("ww",[SomeDate])=1, DatePart("yyyy",[SomeDate],1,3)-1,DatePart("yyyy",[SomeDate],1,3)) & "-" & IIf(DatePart("ww",[SomeDate],1,3)<10,"0" & DatePart("ww",[SomeDate],1,3),DatePart("ww",[SomeDate],1,3))