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Project Pipeline Fee Forecast|General Excel Questions & Answers|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumGeneral Excel Questions & Answe…Project Pipeline Fee Forecast
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Project Pipeline Fee Forecast
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Greg Malek

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March 19, 2021 - 10:30 pm
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Hi There

I'm not sure if anybody could help me on how to approach Project Pipeline Fee Forecast - Work in Progress Attached

I have:

  • Project/Opportunity
  • Project Start Date
  • Project Finish Date
  • Duration - =DATEDIF(C5,D5,"M")
  • Potential Fee
  • Chance of Getting
    • Possible - Data validation with dropdown list and conditional formatting set to GREEN
    • Probable - Data validation with dropdown list and conditional formatting set to AMBER

The aim is to get:

  • Possible and Probable average month-by-month predicted fee in a Table
  • Then create PivotTable
  • Then Slicer and Dashboard - seems to be easy when you watch Mynda's YouTube tutorials - BTW very good indeed...

I know how to do that manually with many, many, basic formulas but, it takes time to amend.

Any help would be appreciated.

Regards

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SunnyKow
Puchong, Malaysia

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March 20, 2021 - 12:43 am
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Hi Greg

You did not provide sufficient data for us to do a more detailed test as you wanted a month-by-month analysis.

I have added a few dummy data instead.

I have no idea which column is the month-by-month you are referring to so I am using the start date in this example.

Create a Pivot Table and set Summarize Values By to Average

Group the date (start date) by months (and also years if you have more than 1 year)

Please refer attachment.

Good luck

Sunny

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Greg Malek

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March 20, 2021 - 3:41 am
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Sunny

Thank you for your prompt reply and help.

I was looking at Mynda's 'Excel Formula to Spread Income or Costs Over Months' to get the avarage breakdown of potential fee per month.

https://www.myonlinetraininghu.....ver-months

I've added two additional tabs with Project1 and Project2 but, I got stuck on how the month-by-month information can be linked back to the Pivot Table and report cumulative figure per month from both projects.

Regards,

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