Exel Help

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dukmisr2005
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Exel Help

Postby dukmisr2005 » Tue Jan 19, 2010 11:35 am

ok i am working on a sales history report at work... i have generated a spreadsheet (from accounting software to a .csv file)... i have a column "activity date" adjacent to it i inserted a blank column named "sales year"... our sales year runs 9/01/2009 to 8/31/2010 (sales year 2009-10)... i would like to convert the activity date to sales year.. i have at least a good 6 years of data i want to work from... what i am wanting to see is customer retention and growth... i would then take this raw data and put into a pivot table somehow...

HERE IS LAYOUT OF WHAT I WANT AND DATA I HAVE...

*** sample data is on right and layout options on left... ***
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sample history sheet
sample history sheet
Last edited by dukmisr2005 on Tue Jan 19, 2010 12:50 pm, edited 1 time in total.
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Re: Exel Help

Postby cwink » Tue Jan 19, 2010 11:44 am

Are you wanting to change for example 11/05/2009 to 11/2009??
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Re: Exel Help

Postby dukmisr2005 » Tue Jan 19, 2010 12:48 pm

no i would like 11/02/2009 to be "2009-10"
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Re: Exel Help

Postby MudHog » Tue Jan 19, 2010 12:56 pm

not sure what your trying to do, are you wanting Excel to convert the text for you or are you typing something in and Excel is changing the format on you? if you want it to be just text data, put an ' before what you type and it forces the cell format to stay like you type it.

meaning

in the cell now you may type 11/10 and it converts it to 11/10/09 or 11/10/10. If you type '11/10 it will stay like that in the cell as it's typed just without the ' showing.
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Re: Exel Help

Postby timberhunter » Tue Jan 19, 2010 12:58 pm

If you are just wanting the year to show up in the sales year column try. =YEAR() and put the corresponding cell in the parenthesis. It will convert 11/12/2009 to 2009.
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Re: Exel Help

Postby timberhunter » Tue Jan 19, 2010 1:05 pm

Ok I think i've got it, You'll have to replace the D2 with whatever cell your activity date is in. =TEXT(YEAR(D2),"0")&" - "&TEXT(YEAR(D2)+1,"0")
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Re: Exel Help

Postby dukmisr2005 » Tue Jan 19, 2010 1:18 pm

yeah timber you have the idea.... our 2009-10 sales year runs from Sept 1 (2009) to Aug 31 (2010)... the dates in the activity date column are invoice dates generated by AgriS, our goofed up accounting system that John-Deere uses and sells...
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Re: Exel Help

Postby timberhunter » Tue Jan 19, 2010 2:23 pm

Ok Here we go =IF(MONTH(D2)<9,TEXT(YEAR(D2)-1,"0")&" - "&TEXT(YEAR(D2),"0"),TEXT(YEAR(D2),"0")&" - "&TEXT(YEAR(D2)+1,"0")) remember to replace the D2's
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dukmisr2005
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Re: Exel Help

Postby dukmisr2005 » Tue Jan 19, 2010 4:08 pm

thanks timber... what i wanted....
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Re: Exel Help

Postby timberhunter » Tue Jan 19, 2010 4:09 pm

Welcome....... You gave me something to do today
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