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Calculate % of total based on date criteria

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    Calculate % of total based on date criteria

    I am trying to write a formula that calculates % of a total based on a specific start date. In the attached example, I have a data validation list in A3. I have a total dollar amount in B3. The output I am looking for would be to spread the dollar total over the year using the start date. It is easy if the start date is always January, because then it is a simple dollar amount and the specific monthly percentage in row 2. Problem is, if the start date (in A3) is not until April, but the dollar amount still has to be spread over the year, how do I write the formula to give me a spread of $100,000 from April through December.

    Hope this makes sense.
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    Re: Calculate % of total based on date criteria

    Sorry, Im not sure Im understanding you.

    Are you saying that you calculate a value under each month if that month is equal to or greater than the start month? ie if its April then you'd have zero in Jan, Feb, Mar but then values in April onwards?

    if so then
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    in C3 and copy across

    Is your calc then just the monthly % multiplied by the original amount? (the above assumes this) or are you spreading the original 100k over however many months? ie divide by 12 if January, 9 if April etc?
    Last edited by pjwhitfield; 08-25-2015 at 12:12 PM.
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    Re: Calculate % of total based on date criteria

    Try this.....

    In C3
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    and then copy across.

    Is this what you are trying to achieve?
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    Re: Calculate % of total based on date criteria

    I understand this to mean that the entire dollar amount has to be distributed across whatever months remain in the year. What I have done is to distribute the amount over the remaining months keeping the percentages in the same proportions. For example, suppose we have $100 to be spread over two months, that have percentages of 25% and 50%. That only adds up to 75%. The first month is 1/3 of that, and the second month is 2/3, so that's how we allocate the money--$33.33 and $66.67.

    See attached.
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    Jeff
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    Re: Calculate % of total based on date criteria

    This is exactly what I am looking for. Very much appreciated.

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