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#1
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Revenue Forecast Template
Trying to customize the template "revenue forecast" in Excel. The template
comes with 4 tabs, one is read me (which provides little assistance), a revenue forecast, calculations, and dashboard tab. The revenue forecast tab comes with 41 lines, I added another 40. Trying to figure out how to manipulate the DSUM to include my new lines of data in the revenue forecast, with the calculation tab. Went to my IS Department, they couldn't figure it out. Anyone have an idea, or where is the best place to get some help with this template? -- Never blend in, FJHawley |
#2
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Revenue Forecast Template
Hi
the syntax of the DSUM function is =DSUM(Data,Column,Criteria) You need to modify the Data reference. Just change the first argument so it goes down more rows, so if it reads A1:D41, change it to A1:D81. If it is a range name like "Data" then you can either redefine the range name or replace the name with the range. Remember the first row of the Data range is the title row. -- If this helps, please click the Yes button. Cheers, Shane Devenshire "fjhawley" wrote: Trying to customize the template "revenue forecast" in Excel. The template comes with 4 tabs, one is read me (which provides little assistance), a revenue forecast, calculations, and dashboard tab. The revenue forecast tab comes with 41 lines, I added another 40. Trying to figure out how to manipulate the DSUM to include my new lines of data in the revenue forecast, with the calculation tab. Went to my IS Department, they couldn't figure it out. Anyone have an idea, or where is the best place to get some help with this template? -- Never blend in, FJHawley |
#3
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Revenue Forecast Template
Trying to follow the logic but what is strange when you look at the
template's first tab you don't see any references to the columns as identified in the following code:=DSUM(DB,"Optimistic Forecast",$O$3:$P4) The first tab seems to be feeding the calculations tab through the above coding, but I am not seeing the relationship to the columns. Usually understand it is just a matter of expanding the columns or fields added, but this code doesn't matchup with the columns. Make Sense? -- Never blend in, FJHawley "Shane Devenshire" wrote: Hi the syntax of the DSUM function is =DSUM(Data,Column,Criteria) You need to modify the Data reference. Just change the first argument so it goes down more rows, so if it reads A1:D41, change it to A1:D81. If it is a range name like "Data" then you can either redefine the range name or replace the name with the range. Remember the first row of the Data range is the title row. -- If this helps, please click the Yes button. Cheers, Shane Devenshire "fjhawley" wrote: Trying to customize the template "revenue forecast" in Excel. The template comes with 4 tabs, one is read me (which provides little assistance), a revenue forecast, calculations, and dashboard tab. The revenue forecast tab comes with 41 lines, I added another 40. Trying to figure out how to manipulate the DSUM to include my new lines of data in the revenue forecast, with the calculation tab. Went to my IS Department, they couldn't figure it out. Anyone have an idea, or where is the best place to get some help with this template? -- Never blend in, FJHawley |
#4
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Revenue Forecast Template
P.S. Shane,Thank you for the reply, very much appreciated
-- Never blend in, FJHawley "Shane Devenshire" wrote: Hi the syntax of the DSUM function is =DSUM(Data,Column,Criteria) You need to modify the Data reference. Just change the first argument so it goes down more rows, so if it reads A1:D41, change it to A1:D81. If it is a range name like "Data" then you can either redefine the range name or replace the name with the range. Remember the first row of the Data range is the title row. -- If this helps, please click the Yes button. Cheers, Shane Devenshire "fjhawley" wrote: Trying to customize the template "revenue forecast" in Excel. The template comes with 4 tabs, one is read me (which provides little assistance), a revenue forecast, calculations, and dashboard tab. The revenue forecast tab comes with 41 lines, I added another 40. Trying to figure out how to manipulate the DSUM to include my new lines of data in the revenue forecast, with the calculation tab. Went to my IS Department, they couldn't figure it out. Anyone have an idea, or where is the best place to get some help with this template? -- Never blend in, FJHawley |
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