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Mar 6, 2024 · I received an inquiry from Rhonda asking how to automate the regular update of a date field weekly. The solution lies in leveraging Excel's built-in functions, TODAY and WEEKDAY, to dynamically calculate the date for each week.
- Examine The Data
- What Are Helper columns?
- Adding Helper Columns For Week-To-Date
- Calculating Week-To-Date Using Sumifs
- Adding Helper Columns For Month-To-Date
- Calculating Month-To-Date Using Sumifs
- Adding A Helper Column For Year-To-Date
- Calculating Year-To-Date Using Sumifs
- Aggregate Statistics X-To-Date Example
We seem to be looking at a basic date series. There’s a row for each day with a date stamp, a list of tasks available and tasks completed. We already have a % Completed column that is re-calculated for each day.
We are going to add Week-To-Date, Month-To-Date, and Year-To-Date columns to this spreadsheet. To make the process simpler and make the formulas easier to understand, we’re going to use a number of helper columns to spread out the work and simplify the logic involved. A helper column is a column that calculates a number for use in other formula cel...
How does a Week-To-Date calculation work? It starts at the beginning of the week and adds up all the rows that occur in the same week of the same year, up until the current day. In order to calculate a Week-To-Date column, we need to be able to compare the week that each row occurs in and the day of the week for each row. We’ll also check to make s...
Now that we have the helper columns in place, we can assemble a SUMIFS function to add up the tasks achieved for each week. The syntax for SUMIFSis as follows: The sum_range field is the set of cells you want SUMIFSto add together if they meet the criteria. The critera_range1field is the set of cells you want to test your first IF statement against...
The process for building helper columns for the Month-To-Date column is very similar to the Week-To-Date process. Month-To-Date starts at the beginning of the month and adds up all the rows that occur in the same month of the same year, up until the current day. In order to calculate a Month-To-Date column, we need to be able to compare the month t...
Now that we have the helper columns in place, we can assemble a SUMIFSfunction to add up the tasks achieved for each month. The process is the same as for Week-To-Date. The first criteria_range will be column I. To see if the month is equal to the current row, we need to set the criteria to be the MONTH of the date in cell A2. The second criteria_r...
We have one more helper column to build for Year-To-Date Year-To-Date starts at the beginning of the year and adds up all the rows that occur in the same year, up until the current day. In order to calculate a Year-To-Date column, we need to be able to compare the year that each row occurs in and the day of the year for each row. The Excel function...
We only need 2 criteria for the Year-To-Date calculation. The first criteria_range will be column G. To see if the year is equal to the current row, we need to set the criteria to be the YEAR of the date in cell A2. The second criteria_range will be column L. To see if the fraction of the year is equal to or less than the current row, we need to se...
You can play around with the example before the data was aggregated on the first worksheet and after on the second sheet. You can also download the sample file by clicking the Excel icon in the bottom right.
Oct 22, 2024 · The WEEKDAY function helps us identify the day of the week for any given date. Syntax: =WEEKDAY(date, [return_type]) Example: =WEEKDAY(A2) This function will return a number from 1 to 7, where 1 usually represents Sunday. However, you can customize the start of the week using the return_type argument. 3.
Aug 28, 2024 · This guide provides instructions on determining the last day of the week for any given date, making it easier to organize and analyze data by weekly periods.
Mar 28, 2020 · Many businesses do, and therefore need a quick way to calculate the week-ending dates for the complete year. The dates could be easily calculated with a macro, but you can do it just as easily with formulas. There are two formulas you can use in order to calculate your week-ending dates.
Aug 30, 2024 · This is the ultimate guide to all Excel's time and date functions. Learn how to add time, subtract dates, calculate date differences, and more.
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Oct 10, 2023 · The Excel WEEKDAY function is used to return the day of the week from a given date. The result is an integer, ranging from 1 (Sunday) to 7 (Saturday) by default. If your business logic requires a different enumeration, you can configure the formula to start counting with any other day of week.
