So I have attached a spreadsheet. I have a formula in the effective date. Now what I would like to have happen is to have based on the date populate the month that we would need to meet with them. In example attached because they have a 4/1/2017 effective date we would meet with them in March. is this even possible? I need to have the months broken out for ease I think until you can think of a better way.
I appreciate for any and all of you who help out here!!! I know what I want to do but the figuring out how to do it is beyond me.
Kat
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