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please help a desperate financial analyst out! i have a data table with
three columns: date, num of shares, and dividend per share. i want to create a simple calculator that performs a sumproduct of num_shares times dividend_per_share for a specified date range. the idea is to have an inputs section where you type in the beginning date and the end date and excel performs a sumproduct for the date range specified. excel's built in lookup formulas are not helpful b/c in this model excel needs to reference all dates within the specified date range and write the corresponding cash flows in an output sheet. can anyone help? Thanks! |
#2
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Try this...
A1:A100 = dates B1:B100 = number of shares C1:C100 = dividend E1 = start date F1 = end date =SUMPRODUCT(--(A1:A100=E1),--(A1:A100<=F1),B1:B100,C1:C100) -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... please help a desperate financial analyst out! i have a data table with three columns: date, num of shares, and dividend per share. i want to create a simple calculator that performs a sumproduct of num_shares times dividend_per_share for a specified date range. the idea is to have an inputs section where you type in the beginning date and the end date and excel performs a sumproduct for the date range specified. excel's built in lookup formulas are not helpful b/c in this model excel needs to reference all dates within the specified date range and write the corresponding cash flows in an output sheet. can anyone help? Thanks! |
#3
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Thanks Valko,
What if I want to instruct excel to output in a separate worksheet a column with the dates in the range and the corresponding dividends in that date range? Example of data table (semi colon denotes new column): Date ; Dividends Per Share 6/01/03 ; 1.00 7/01/03 ; 1.25 8/01/03 ; 1.30 9/01/03 ; 1.32 10/01/03 ; 1.30 beg date = 6/1/03 end date = 9/1/03 i would like excel to output the following in a new worksheet: 6/1/03 ; 1.00 7/1/03 ; 1.25 8/1/03 ; 1.30 9/1/03 ; 1.32 can you give me a function or set of instructions that tells excel to perform this computation? thanks, Max "T. Valko" wrote: Try this... A1:A100 = dates B1:B100 = number of shares C1:C100 = dividend E1 = start date F1 = end date =SUMPRODUCT(--(A1:A100=E1),--(A1:A100<=F1),B1:B100,C1:C100) -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... please help a desperate financial analyst out! i have a data table with three columns: date, num of shares, and dividend per share. i want to create a simple calculator that performs a sumproduct of num_shares times dividend_per_share for a specified date range. the idea is to have an inputs section where you type in the beginning date and the end date and excel performs a sumproduct for the date range specified. excel's built in lookup formulas are not helpful b/c in this model excel needs to reference all dates within the specified date range and write the corresponding cash flows in an output sheet. can anyone help? Thanks! |
#4
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Assuming the dates are all unique as is demonstrated in your sample data.
Dates = Sheet1!A2:A10 Div = Sheet1!B2:B10 Start = Sheet2!A2 End = Sheet2!B2 Enter this array formula** on Sheet2 C2: =IF(ROWS(C$2:C2)<=SUM((dates=start)*(dates<=end)) ,SMALL(IF((dates=start)*(dates<=end),date),ROWS(C $2:C2)),"") ** array formulas need to be entered using the key combination of CTRL,SHIFT,ENTER (not just ENTER) Enter this formula on Sheet2 D2: =IF(C2="","",SUMIF(dates,C2,div)) Select both C2 and D2 and copy down until you get blanks. Format the C2:Cn as DATE -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... Thanks Valko, What if I want to instruct excel to output in a separate worksheet a column with the dates in the range and the corresponding dividends in that date range? Example of data table (semi colon denotes new column): Date ; Dividends Per Share 6/01/03 ; 1.00 7/01/03 ; 1.25 8/01/03 ; 1.30 9/01/03 ; 1.32 10/01/03 ; 1.30 beg date = 6/1/03 end date = 9/1/03 i would like excel to output the following in a new worksheet: 6/1/03 ; 1.00 7/1/03 ; 1.25 8/1/03 ; 1.30 9/1/03 ; 1.32 can you give me a function or set of instructions that tells excel to perform this computation? thanks, Max "T. Valko" wrote: Try this... A1:A100 = dates B1:B100 = number of shares C1:C100 = dividend E1 = start date F1 = end date =SUMPRODUCT(--(A1:A100=E1),--(A1:A100<=F1),B1:B100,C1:C100) -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... please help a desperate financial analyst out! i have a data table with three columns: date, num of shares, and dividend per share. i want to create a simple calculator that performs a sumproduct of num_shares times dividend_per_share for a specified date range. the idea is to have an inputs section where you type in the beginning date and the end date and excel performs a sumproduct for the date range specified. excel's built in lookup formulas are not helpful b/c in this model excel needs to reference all dates within the specified date range and write the corresponding cash flows in an output sheet. can anyone help? Thanks! |
#5
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Valko
Thanks again for helping me out! Quick question: for some reason the formula is not working and I think it may have to do with a typo in the fomula (or so I think!) There is a reference to "date" without an "s" in the SMALL section of the array function and I honestly don't know the purpose of this term. Could you double check the array function and let me know if there are any typos? Thanks!!! Max "T. Valko" wrote: Assuming the dates are all unique as is demonstrated in your sample data. Dates = Sheet1!A2:A10 Div = Sheet1!B2:B10 Start = Sheet2!A2 End = Sheet2!B2 Enter this array formula** on Sheet2 C2: =IF(ROWS(C$2:C2)<=SUM((dates=start)*(dates<=end)) ,SMALL(IF((dates=start)*(dates<=end),date),ROWS(C $2:C2)),"") ** array formulas need to be entered using the key combination of CTRL,SHIFT,ENTER (not just ENTER) Enter this formula on Sheet2 D2: =IF(C2="","",SUMIF(dates,C2,div)) Select both C2 and D2 and copy down until you get blanks. Format the C2:Cn as DATE -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... Thanks Valko, What if I want to instruct excel to output in a separate worksheet a column with the dates in the range and the corresponding dividends in that date range? Example of data table (semi colon denotes new column): Date ; Dividends Per Share 6/01/03 ; 1.00 7/01/03 ; 1.25 8/01/03 ; 1.30 9/01/03 ; 1.32 10/01/03 ; 1.30 beg date = 6/1/03 end date = 9/1/03 i would like excel to output the following in a new worksheet: 6/1/03 ; 1.00 7/1/03 ; 1.25 8/1/03 ; 1.30 9/1/03 ; 1.32 can you give me a function or set of instructions that tells excel to perform this computation? thanks, Max "T. Valko" wrote: Try this... A1:A100 = dates B1:B100 = number of shares C1:C100 = dividend E1 = start date F1 = end date =SUMPRODUCT(--(A1:A100=E1),--(A1:A100<=F1),B1:B100,C1:C100) -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... please help a desperate financial analyst out! i have a data table with three columns: date, num of shares, and dividend per share. i want to create a simple calculator that performs a sumproduct of num_shares times dividend_per_share for a specified date range. the idea is to have an inputs section where you type in the beginning date and the end date and excel performs a sumproduct for the date range specified. excel's built in lookup formulas are not helpful b/c in this model excel needs to reference all dates within the specified date range and write the corresponding cash flows in an output sheet. can anyone help? Thanks! |
#6
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for some reason the formula is not working and
I think it may have to do with a typo Ahh, yes, you are correct. There is a typo with a missing "s". I honestly don't know the purpose of this term. In the formulas, "dates", "div", "start" and "end" are just placeholders for your actual range references. Some folks think formulas written this way are easier to read. Personally, I prefer to use the actual ranges references. Just replace those placeholder terms with your actual range references and don't forget to array enter the "long" formula! -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... Valko Thanks again for helping me out! Quick question: for some reason the formula is not working and I think it may have to do with a typo in the fomula (or so I think!) There is a reference to "date" without an "s" in the SMALL section of the array function and I honestly don't know the purpose of this term. Could you double check the array function and let me know if there are any typos? Thanks!!! Max "T. Valko" wrote: Assuming the dates are all unique as is demonstrated in your sample data. Dates = Sheet1!A2:A10 Div = Sheet1!B2:B10 Start = Sheet2!A2 End = Sheet2!B2 Enter this array formula** on Sheet2 C2: =IF(ROWS(C$2:C2)<=SUM((dates=start)*(dates<=end)) ,SMALL(IF((dates=start)*(dates<=end),date),ROWS(C $2:C2)),"") ** array formulas need to be entered using the key combination of CTRL,SHIFT,ENTER (not just ENTER) Enter this formula on Sheet2 D2: =IF(C2="","",SUMIF(dates,C2,div)) Select both C2 and D2 and copy down until you get blanks. Format the C2:Cn as DATE -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... Thanks Valko, What if I want to instruct excel to output in a separate worksheet a column with the dates in the range and the corresponding dividends in that date range? Example of data table (semi colon denotes new column): Date ; Dividends Per Share 6/01/03 ; 1.00 7/01/03 ; 1.25 8/01/03 ; 1.30 9/01/03 ; 1.32 10/01/03 ; 1.30 beg date = 6/1/03 end date = 9/1/03 i would like excel to output the following in a new worksheet: 6/1/03 ; 1.00 7/1/03 ; 1.25 8/1/03 ; 1.30 9/1/03 ; 1.32 can you give me a function or set of instructions that tells excel to perform this computation? thanks, Max "T. Valko" wrote: Try this... A1:A100 = dates B1:B100 = number of shares C1:C100 = dividend E1 = start date F1 = end date =SUMPRODUCT(--(A1:A100=E1),--(A1:A100<=F1),B1:B100,C1:C100) -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... please help a desperate financial analyst out! i have a data table with three columns: date, num of shares, and dividend per share. i want to create a simple calculator that performs a sumproduct of num_shares times dividend_per_share for a specified date range. the idea is to have an inputs section where you type in the beginning date and the end date and excel performs a sumproduct for the date range specified. excel's built in lookup formulas are not helpful b/c in this model excel needs to reference all dates within the specified date range and write the corresponding cash flows in an output sheet. can anyone help? Thanks! |
#7
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Thank you my friend!
Best regards, Max "T. Valko" wrote: for some reason the formula is not working and I think it may have to do with a typo Ahh, yes, you are correct. There is a typo with a missing "s". I honestly don't know the purpose of this term. In the formulas, "dates", "div", "start" and "end" are just placeholders for your actual range references. Some folks think formulas written this way are easier to read. Personally, I prefer to use the actual ranges references. Just replace those placeholder terms with your actual range references and don't forget to array enter the "long" formula! -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... Valko Thanks again for helping me out! Quick question: for some reason the formula is not working and I think it may have to do with a typo in the fomula (or so I think!) There is a reference to "date" without an "s" in the SMALL section of the array function and I honestly don't know the purpose of this term. Could you double check the array function and let me know if there are any typos? Thanks!!! Max "T. Valko" wrote: Assuming the dates are all unique as is demonstrated in your sample data. Dates = Sheet1!A2:A10 Div = Sheet1!B2:B10 Start = Sheet2!A2 End = Sheet2!B2 Enter this array formula** on Sheet2 C2: =IF(ROWS(C$2:C2)<=SUM((dates=start)*(dates<=end)) ,SMALL(IF((dates=start)*(dates<=end),date),ROWS(C $2:C2)),"") ** array formulas need to be entered using the key combination of CTRL,SHIFT,ENTER (not just ENTER) Enter this formula on Sheet2 D2: =IF(C2="","",SUMIF(dates,C2,div)) Select both C2 and D2 and copy down until you get blanks. Format the C2:Cn as DATE -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... Thanks Valko, What if I want to instruct excel to output in a separate worksheet a column with the dates in the range and the corresponding dividends in that date range? Example of data table (semi colon denotes new column): Date ; Dividends Per Share 6/01/03 ; 1.00 7/01/03 ; 1.25 8/01/03 ; 1.30 9/01/03 ; 1.32 10/01/03 ; 1.30 beg date = 6/1/03 end date = 9/1/03 i would like excel to output the following in a new worksheet: 6/1/03 ; 1.00 7/1/03 ; 1.25 8/1/03 ; 1.30 9/1/03 ; 1.32 can you give me a function or set of instructions that tells excel to perform this computation? thanks, Max "T. Valko" wrote: Try this... A1:A100 = dates B1:B100 = number of shares C1:C100 = dividend E1 = start date F1 = end date =SUMPRODUCT(--(A1:A100=E1),--(A1:A100<=F1),B1:B100,C1:C100) -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... please help a desperate financial analyst out! i have a data table with three columns: date, num of shares, and dividend per share. i want to create a simple calculator that performs a sumproduct of num_shares times dividend_per_share for a specified date range. the idea is to have an inputs section where you type in the beginning date and the end date and excel performs a sumproduct for the date range specified. excel's built in lookup formulas are not helpful b/c in this model excel needs to reference all dates within the specified date range and write the corresponding cash flows in an output sheet. can anyone help? Thanks! |
#8
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You're welcome!
-- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... Thank you my friend! Best regards, Max "T. Valko" wrote: for some reason the formula is not working and I think it may have to do with a typo Ahh, yes, you are correct. There is a typo with a missing "s". I honestly don't know the purpose of this term. In the formulas, "dates", "div", "start" and "end" are just placeholders for your actual range references. Some folks think formulas written this way are easier to read. Personally, I prefer to use the actual ranges references. Just replace those placeholder terms with your actual range references and don't forget to array enter the "long" formula! -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... Valko Thanks again for helping me out! Quick question: for some reason the formula is not working and I think it may have to do with a typo in the fomula (or so I think!) There is a reference to "date" without an "s" in the SMALL section of the array function and I honestly don't know the purpose of this term. Could you double check the array function and let me know if there are any typos? Thanks!!! Max "T. Valko" wrote: Assuming the dates are all unique as is demonstrated in your sample data. Dates = Sheet1!A2:A10 Div = Sheet1!B2:B10 Start = Sheet2!A2 End = Sheet2!B2 Enter this array formula** on Sheet2 C2: =IF(ROWS(C$2:C2)<=SUM((dates=start)*(dates<=end)) ,SMALL(IF((dates=start)*(dates<=end),date),ROWS(C $2:C2)),"") ** array formulas need to be entered using the key combination of CTRL,SHIFT,ENTER (not just ENTER) Enter this formula on Sheet2 D2: =IF(C2="","",SUMIF(dates,C2,div)) Select both C2 and D2 and copy down until you get blanks. Format the C2:Cn as DATE -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... Thanks Valko, What if I want to instruct excel to output in a separate worksheet a column with the dates in the range and the corresponding dividends in that date range? Example of data table (semi colon denotes new column): Date ; Dividends Per Share 6/01/03 ; 1.00 7/01/03 ; 1.25 8/01/03 ; 1.30 9/01/03 ; 1.32 10/01/03 ; 1.30 beg date = 6/1/03 end date = 9/1/03 i would like excel to output the following in a new worksheet: 6/1/03 ; 1.00 7/1/03 ; 1.25 8/1/03 ; 1.30 9/1/03 ; 1.32 can you give me a function or set of instructions that tells excel to perform this computation? thanks, Max "T. Valko" wrote: Try this... A1:A100 = dates B1:B100 = number of shares C1:C100 = dividend E1 = start date F1 = end date =SUMPRODUCT(--(A1:A100=E1),--(A1:A100<=F1),B1:B100,C1:C100) -- Biff Microsoft Excel MVP "Max98Perez" wrote in message ... please help a desperate financial analyst out! i have a data table with three columns: date, num of shares, and dividend per share. i want to create a simple calculator that performs a sumproduct of num_shares times dividend_per_share for a specified date range. the idea is to have an inputs section where you type in the beginning date and the end date and excel performs a sumproduct for the date range specified. excel's built in lookup formulas are not helpful b/c in this model excel needs to reference all dates within the specified date range and write the corresponding cash flows in an output sheet. can anyone help? Thanks! |
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