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March 19, 2021
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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
VIP
Trusted Members
June 25, 2016
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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
Active Member
March 19, 2021
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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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