Conceptually challenged…

6.41K viewsFormulas and Functions
0

How do I include income and expense items that are credited/debited on different cycles? An example file is attached.

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Weekly Settlements are completed each Friday.
Weekly Settlements are paid via direct deposit each Monday.

Weekly Settlements include:

Payment for Work Orders for which associated documents have been recieved by mail by the previous Tuesday (basically anything mailed by the Friday before that Tuesday). A Work Order may or may not span 2 seperate “Fuel Weeks” (see below). Work Orders take from several hours to several days to complete.

Expenses deducted include:
Fuel bought with Fuel Card during the previous “Fuel Week”, which ends on Saturday (regardless of associated Work Order #), and is deducted from the next Weekly Settlement (which is completed the following Friday).
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I would like to enter individual Fuel purchases into a “Fuel Purchases” matrix, and have the “Fuel” item under each “Pay Wk” column in the “Weekly Expenses” matrix automatically show ONLY the total cost of all Fuel that was purchased between Sun through Sat of the previous “Fuel Week”.

Anyone have any ideas? Am I going about this the wrong way?

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quasimod,
I went ahead and made some changes to your model. Let me know what you think.

I have found that the trick with Quantrix is to begin to think in catagories (or dimensions if that works better for you) as opposed to the data. In Excel we’re always thinking about the data and how you can make it relate other data; whereas in Quantrix, it is the catagories that matter. What I mean by that is you had a common theme (time) between all the various data elements (begin, end, settlement, etc.) so the data should fall from there within the time dimension. So I hope that will help when your stumped again.

Don’t hesitate to post for any other help.

Steve

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