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Help pull data from sheet to new sheet changing labels to Month/year of Contract

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    Help pull data from sheet to new sheet changing labels to Month/year of Contract

    Post Update***

    I formulated the entire sheet and just used "Month 1" until term of contract because i couldn't figure out how to get it to auto populate reading the contract start date. Once I solved that issue now i cant figure out how to to pull the data onto a new sheet that will separate the rows/data by actual month and year for all contracts. Anyone know of a formula or pivot for me to show that?


    ORIGINAL POST***

    So - I have a "patient" contract start and end date with total treatment cost and a discount column. I formulated the top line and dont know how to auto-populate the remaining data by recognizing the dates of the contract. There are additional notes on the "instruction tab". I just don't know the best way to get the results i need.

    I appreciate any help offered.

    Excel 101 user here... I have exhausted hours trying to get this to populate and I have faceplanted into failure.
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    Last edited by excelisnoteasy; 01-08-2021 at 03:07 PM. Reason: New Idea - Updated Sheet!!

  2. #2
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    Re: Help pull data from sheet to new sheet changing labels to Month/year of Contract

    As to the original post:
    Using merged cells in row 1 makes copying these formulas across the sheet difficult, however:
    1. For Revenue use: =IF(OR($C3>EOMONTH(K$1,0),EOMONTH($D3,-1)<K$1),"",IF(AND(YEAR($C3)=YEAR(K$1),MONTH($C3)=MONTH(K$1)),$H3*0.75,-$H3*0.75/($G3-1)))
    2. For Discount use: =IF(OR($C3>EOMONTH(K$1,0),EOMONTH($D3,-1)<K$1),"",IF(AND(YEAR($C3)=YEAR(K$1),MONTH($C3)=MONTH(K$1)),-$I3*0.75,$I3*0.75/($G3-1)))
    3. For Deffered [sic] Revenue use: =IF(OR($C3>EOMONTH(K$1,0),EOMONTH($D3,-1)<K$1),"",IF(AND(YEAR($C3)=YEAR(K$1),MONTH($C3)=MONTH(K$1)),-K3-L3,-K3-L3))
    4. For Remaining Balance use: =IF(K3="","",SUM(J3,M3))
    Note that in the attached file the formulas are copied across to column ZF and down to row 10.
    To fill in the complete range select cells K10:ZF10 and drag the fill handle down to cell ZF354.
    Let us know if you have any questions.
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