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Increasing by a percentage based on a dynamic spread

  1. #1
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    Increasing by a percentage based on a dynamic spread

    I am trying to figure out the best way to calculate an increase in revenue over the course of a year. I want the total percent increase to remain the same throughout the whole year (ie. 4%), but I have two problems.

    1. I want to be able to adjust the monthly increase amount based on different factors (ex: increased revenue in some months, lower in other months), while keeping the overall increase the same. So if In July, there is a bigger increase, the remaining months will adjust to smaller increases to keep the overall increase the same.

    2. Right now, in the attached sample sheet, I have it increasing by a flat 0.33% every month, but the way I have it set up, it is compounding this increase so it comes out to the total increase being a bit more than 4%. How can I avoid this?

    Sample Budget Worksheet.xlsx
    Last edited by s10; 03-15-2024 at 12:45 PM. Reason: solved

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    Re: Increasing by a percentage based on a dynamic spread

    Two propositions: "remaining" means:

    a) from the month with extra change (like July being 1% written later - when there is already formula - directly in I5) till the end of the year.
    if it's like that - see Sheet1. And formula in C5 copied right:
    Formula: copy to clipboard
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    b) all months (also earlier in year) are affected by the change in July.
    Write percents for non-tipical months in row 4. See Sheet2. In C5 and copy right formula:
    Formula: copy to clipboard
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    Best Regards,

    Kaper

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    Re: Increasing by a percentage based on a dynamic spread

    Hey, s10
    You can dynamically increase values in Excel by using a formula like this:
    =A1 * (1 + B1)
    Just replace A1 with the original value and B1 with the percentage increase in decimal form.

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    Re: Increasing by a percentage based on a dynamic spread

    Interesting chart.

    Formula: copy to clipboard
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