Recent Discussions
Loss carry forward for limited years
Hello Excel Community, Excel Version: O365 (Enterprise) I’m running into a mental block trying to model loss carryforward with limited years using a spill formula. Below is a simplified example of what I’m trying to build a formula for. Rules: • A loss from any year can be carried forward for N years, after which it expires and can no longer be used. • In any year with a positive tax liability, if there is any remaining loss from the past N years, you deduct using a FIFO approach (oldest losses used first). • Any unclaimed balance from year N+1 expires, even if it hasn’t been fully used. I’ve found plenty of examples showing loss carryforward without expiration, but I’m struggling to build something that handles both FIFO and expiration in a dynamic array formula. I feel like this must be a solved problem and I’m just missing something obvious. Any help would be greatly appreciated! ------------------------------------------------------------------------------------------12Views0likes0CommentsHow do you respond to...
Hello my Excellers, I wish you all a happy new year full of great things. I have a question and I am not sure if this is a purely an Excel question or something else but maybe I start here and see how it goes: As you all may have noticed the AI craze is blooming like crazy. If you want to sell lettuce slap AI on its label and step back. I use Bing to search for VBA examples. For example I typed "excel vba code to find cells with formulas" and I get AI to find or "compose" a decent example that with minimal editing will work perfectly. But then at the end of the code and its explanation I sometimes find these kind of questions: "If you want to list the addresses of formula cells instead of highlighting them, I can give you a version that outputs them in the Immediate Window or a new sheet. Do you want me to provide that listing version as well?" How do you say YES I want that code that would list the addresses in a sheet? I see buttons like "Undo" rounded Left Arrow, or "Redo" rounded Right arrow, and a "Copy, "Export", and then "Tweak Content", "Rewrite" button, A "Testing Tools" dropdown with options like "Generate test data" and "Integrate test cases", and another dropdown called "More Actions" with options like "Perform code review", "Explain the code", "Add error handling", and "Make code compliable" and the last dropdown "Work Report" with its own options. But I do not see anything that would allow me to say YES I want that code that would list the addresses in a sheet? Thanks for any insight... GiGi30Views0likes1CommentDisplay Last Value in Column when certain criteria match
Hello all, I am trying to find a way of displaying the last value in a column when certain criteria match... Criteria that need to match would be Design, Colour and Size, so the quantity column would populate with the latest stock quantity: Thanks all! Michael32Views0likes2CommentsMicrosoft Copilot
Is anyone else having issues today? I was using copilot today like I have been for months. Using the same prompts I have been using for months when I started getting this response "I'd really like to help, but it seems this topic is off-limits for me. sorry about that!" I was trying to discuss with the AI what the issue was and tried showing the prompt when all of a sudden it said I was suspended for an hour. I tried to talk with support but they were no help.27Views0likes2CommentsMicrosft Forms Permissions
Hello, We created a form for people to RSVP for an event. We shared the link with our invitees. Some individuals when they follow the link will see other peoples answers displayed in the question fields instead of the prompts we created. Furthermore, one individual opened Forms on their computer and saw that they had editing permissions to our form. How could this have happened and is there a way to remove people from what appears to be an editing permission? Thanks!1.2KViews0likes6CommentsConverting date formatted as text to date
I have exported a file from a website which downloads into a csv file. The dates are shown as mm/dd/yyyy and is left aligned which confirms that it is text and not in date format. I want to apply a formula to those birthdates, but of course, the formula doesn't recognize it as a date. I've tried the DATEVALUE function, text to columns, nothing seems to work. Part of the problem might be that I am in Canada, and the format is US, so dates that are 07/20/1944 won't work because Canadian format is dd/mm/yyyy and there is no 20th month....but even the dates like 05/02/1947 won't convert to date format. I've attached the file. It originally downloaded as a csv, but I saved as a workbook hoping that might help....it didn't. Can somone look at this file and come up with a solution that works? Much appreciate any help on this. DennisSolved5.3KViews0likes6CommentsTeams External Collaboration Administrator Role Arrives
Microsoft is introducing a new Entra ID role. The Teams External Collaboration administrator role allows users to manage external collaboration settings. Quite how often Microsoft 365 tenants need to manage these settings is unknown, but it’s a useful prompt to review the current set of roles used and users who are members of those roles. Time for an annual clean-up. https://office365itpros.com/2026/01/14/new-entra-id-role/19Views0likes0CommentsSharePoint/OneDrive Migrations
What's the strategy supposed to be for tenant to tenant SharePoint/OneDrive migrations now that Microsoft have retired Mover.io? I'm supposed to use Microsoft Migration Manager but this doesnt include tenant to tenant connectors like Mover did.1.1KViews0likes4CommentsWord Document - Projector screen and Monitor Screen
Hi, I am not sure if I can get any best recommendation here. We have a document (usually converted into PDF) that the management used during meetings. The presenter will show it on the big screen via projector in front of a big audience as well as on his wide in a small audience. In the past, the document is using paper size A4. I am not familiar with such projector and screen settings but according to the presenter, the screen (both projecter screen and on his wide screen), the visual does not fill up all the screen space. The new presenter does not like it this way. He wants us to find a solution to get the document "Stretch" or "Fill" up the entire screen (whether projector screen or any wide screen he uses). A stupid idea is to use a custom paper size 16 inches by 9 inches in Word for it....but even that it does not ensure all projector screens and all monitor screens will fit. Therefore this is not a dynamic solution, plus it will messes up all the formatting (example columnal layout width and table width etc) copied from the old A4 file. Does anyone know a good solution for the above request?4Views0likes0CommentsPopulate dynamic calendar with table data
I have a dynamic calendar set up and a table with data, I need help figuring out the right formula to use to have the calendar populate with the tasks from the table. For example, one task may be 'Post video' which I would want to show up on the due date. Another task may be, newsletter campaign which I would want to post for the length of time from start date through due date, and show on each date in between. The second layer of this project is to then color code the calendar based on the column 'Post type'. For example, all newsletters in a blue cell, all videos in a green cell, etc. I've attached a sample workbook, can someone help me set it up with this functionality or explain how I should build that forumla?Solved67KViews2likes74CommentsHelp with Excel Sorting
Hello! I am looking for help with sorting data on a sheet with form responses to different excel sheets. I want to filter by column G to different sheets ("Near Miss", "Adverse Event", "Sentinel Event". The data automatically goes to sheet1 via form responses, but I am trying to streamline the data into specific types of events. I'm using office 365. TIA!9Views0likes0CommentsFormula Help for Sorting
Hi all! I am looking to find a formula that will do a multitude of things. One is to sort a column of numbers by the last 2 digits of the values input but by a particular order such as 00-14, 15-29, 30-42. Secondly, once sorted by this grouping, I want to assign it to a particular department based on said sort (Dept 1, 2, 3 and so forth. I have attempted to use the VLookup formula that Google AI gave me to no avail. I received an error. Also with a IF formula and haven't been able to figure out how to make this work. Any help would be greatly appreciated!Solved134Views0likes4CommentsAutomatically adding the date/time to a cell when another cell is updated
I am trying to create a spreadsheet where when a specific cell is updated in anyway, the date/time stamp automatically updates in the cell right beneath the cell that was updated. I only need to have a one to one relationship with multiple cells. IOW, I have 5 cells in a row going across. When any one of the 5 cells is updated, I want an updated date/time stamp to appear in the cell directly below the cell that was updated. Is there a way to do this?319KViews2likes53CommentsTop n vs. Others in Excel
Hi all, I'm seeking some help because I'm kind of new to the more intermediate stuff in Excel. I have an Excel table with the following columns: Subcategory in column A, Brand in column B, Region in column C, Year in column D and Values Month in column E. I want to create a PivotTable and a Pivot line chart from this PivotTable that ranks the Top 5 Brands vs. Other Competitors by each region. For added context: There are 5 subcategories, 3 regions and 25 brands. Currently, I've tried grouping the remaining 20 brands as "Other Competitors" vs. the Top 5 brands within a selected region and possibly all regions (when no selection is made). I'm seeking a solution similar to this... Please mind the colours. I will sort those out later. But, the problem that I'm faced with is that upon selection of a region, the PivotTable won't update to the Top 5 brands of a selected region because they've already been grouped. How can I make this more dynamic so that I'm able to show The Top 5 brands vs. Others? Please help. EDIT: My operating system is Windows 10 (64-bit) and I use Excel 365 (Desktop version). For reference, I've attached a link to a sample file. https://1drv.ms/x/c/b2d878e32a062614/IQC1wcnwLICcQasOfnGcwKn0ASjpXp9xQ6rjnOP10Jal5cc?e=HaXEWd Thank you all once again.179Views1like4CommentsI haven't seen anyone talking about this online store
There is this office and windows key store called esd codes and they sell office keys. They seem legit since they're affiliated with Microsoft and they have mostly positive reviews but I the description of every office key and I mean every has a note stating "if office (literally every single one) version is not available, you will receive the Professional Plus version at the same price" which they are trying to make it look like an upgrade but from what I searched the professional plus versions are bought in bulk by big companies and organizations and after they stop being updated they are being sold for cheap probably by employees. I have found multiple for less than 2 or even 1 buck and I feel they are scamming people.31Views0likes1CommentBookings - No more notes or extra fields available
Hi there and happy new year to all. Starting from mid-december, we are facing an issue with our company Microsoft Bookings: basically the custom fields (like address, notes and so on). The book page will just ask for Name & Surname, E-mail Address and Phone Number. On our Administration back-end, the Customer Notes fileds is greyed out (you cannot enable it), and all the custom fields disappeared, you have just the standard ones. We have this issue in all our different booking pages, and all the services are affected. Any hint about this? Thanks!45Views0likes1Comment
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