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Calculate annual multi-yr projections applying factors for partial years and rampup rates

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  1. #1
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    Calculate annual multi-yr projections applying factors for partial years and rampup rates

    I need to calculate five year annual revenue projections for multiple projects with terms of 1 thru 10 years. The formula needs to consider:

    1. Partial year terms i.e., a start date in any Term year >= Jan 1st or an end date <= Dec 31st of any year (within or outside of the
    five years of projections and

    2. Ramp-up rate percentages for each year of the term (e.g., for a 2-year project, revenues might be 50/50 or 60/40 or any other
    combination that adds up to 100%).

    3. The annual revenue projections will be calculated for the following calendar years: 2014, 2015, 2016, 2017, 2018.

    4. The data elements and example values that will be used in the calculation are:

    For each project, the data elements and example values include: Start date = 04/01/2014; End Date = 03/31/19; "Term (Yrs) = 5; Ramp-up Rate in accordance with the Term (see table below); and Total Term Projected Revenues (000) = 9,000

    I have created a named range so that a look-up function within the formula can select the correct ramp-up rate that considers the Term (i.e., 5 years in this example) and the year under consideration from a table that looks like this:

    Term Yr1 Yr2 Yr3 Yr4 Yr5 Total

    1 Yr 100.0% 100%
    2 Yr 45.0% 55.0% 100%
    3 Yr 11.1% 33.3% 55.6% 100%
    4 Yr 6.7% 16.7% 39.3% 37.3% 100%
    5 Yr 10.0% 17.5% 22.5% 25.0% 25.0% 100%

    Any help I can get on this problem is very much appreciated.

  2. #2
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    Re: Calculate annual multi-yr projections applying factors for partial years and rampup ra

    I have added an excel file with sample data hoping it will help someone out there to figure out a solution for me.

    Thank you

  3. #3
    Forum Contributor arlu1201's Avatar
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    Re: Calculate annual multi-yr projections applying factors for partial years and rampup ra

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    Re: Calculate annual multi-yr projections applying factors for partial years and rampup ra

    Thank you.

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