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Forecast the value of an asset

  1. #1
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    Forecast the value of an asset

    I want to develop a query that will forecast the value of an asset.

    There is an initial value and an amendment on a certain date in the future, and an expiration date.

    The query would need to show the initial value on the [DateOfIssue] and display that value for each month to the [DateAmended] then show that amended value until the [DateOfExpirey]. Displaying the values for each month is what is difficult for me. I can develop a query to show the values on the [DateAmended] but I need to display the values for each month until the [DateOfExpirey].

    I thought crosstab query would work however it only shows a value on the date of the amendment and all other dates its shows a null.

    I have attached a simple db with only 2 tables and sample data.



    Grateful for your help.

    Let me know if it is not clear.


    Example:

    Amount: 100

    DateOfIssue: 12/1/2021
    DateAmended: 5/1/2022 (this is the first amendment)
    AmendAmt: -50
    DateAmended: 7/1/2022 (this is the second amendment)
    AmendAmt: -25
    DateOfExpirey: 8/1/2022


    Using the above data, the forecast would need to look like this (not the text though):
    Capture.JPG
    Attached Files Attached Files
    Last edited by Camp2-2; 12-14-2021 at 04:47 PM.

  2. #2
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    re: Forecast the value of an asset

    the normal forecast-function, but i didn't find an attachment.
    Attached Files Attached Files
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  3. #3
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    re: Forecast the value of an asset

    sorry. I dont know why it didnt attach. It said it was attached before I hit send.

    Please see link to the simple db with only 2 tables and sample data.
    https://drive.google.com/file/d/11XX...ew?usp=sharing

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    re: Forecast the value of an asset

    I edited the initial post. The file is now attached. It has to be zipped I see.
    Last edited by Camp2-2; 12-14-2021 at 04:58 PM.

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    Re: Forecast the value of an asset

    Administrative Note:

    Welcome to the forum.

    We would very much like to help you with your query, however the thread title does not really convey what your request is about. Tell us what you are trying to do, not how you think it should be done.

    Please take a moment to amend your thread title. Make sure that the title properly explains your request. Your title should be explicit and not be generic (this includes function names used without an indication of what you are trying to achieve).

    Please see Forum Rule #1 about proper thread titles and adjust accordingly. To edit the thread title, open the original post to edit and then click on Go Advanced (bottom right) to access the area where you can edit your title.

    (Note: this change is not optional. I have amended your title today. Please read the forum rules and abide by them in the future.)
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    Re: Forecast the value of an asset

    it's an access-file ???
    That's beyond my knowledge.

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    Re: Forecast the value of an asset

    sorry but I think I posted to the wrong forum. I thought it was Access. I asked to get it posted to the Access forum. I guess that can be done by admin.

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    Re: Forecast the value of an asset

    Is this what you are looking for?

    Data Range
    A
    B
    C
    D
    E
    F
    G
    H
    1
    letterofcreditID
    2/5/2021
    1/3/2022
    2/5/2022
    3/5/2022
    1/3/2023
    1/5/2023
    4/1/2023
    2
    1
    25
    -250
    3
    2
    20
    40
    -100
    4
    3
    200
    -100

  9. #9
    Forum Moderator alansidman's Avatar
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    Re: Forecast the value of an asset

    Crossposted: https://www.mrexcel.com/board/thread...asset.1190344/

    Rule 03: Cross-posting Without Telling Us

    Your post does not comply with Rule 3 of our Forum RULES. Do not cross-post your question on multiple forums without telling us about your threads on other forums.

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    Cross-posting is when you post the same question in other forums on the web. The last thing you want to do is waste people's time working on an issue you have already resolved elsewhere. We prefer that you not cross-post at all, but if you do (and it's unlikely to go unnoticed), you MUST provide a link (copy the url from the address bar in your browser) to the cross-post.

    Read this to understand why we ask you to do this.

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