Hi Guys,
Im trying to make a spreadsheet to keep track of float variances for employees. The way the policy works is as follows: We keep track of an employees daily variances and keep a rolling balance (after 30 days old variances fall off the running total). If the the rolling balance hits $50 they receive an "occurrence". The tricky part is that once they hit the $50 mark and they receive their occurrence we subtract $50 from the rolling balance and start over. So say they have variances of $10, $23, $9 and $22 in a 30 day period they would have a rolling balance of $64. We would add an occurrence to their file and their rolling balance would become $14. Ive tried using a countif formula but Im running into issues when we reset the balance(Ie I add +1 to occurrence_level if variance >=50, but once we subtract the $50 this statement is no longer true and the occurrence level goes back to 0) Is there an easy way to keep a running count of occurrences even after we reset the balance? Im guessing I have to use a helper cell or macro, but the solution is escaping me!
Any help would be appreciated.
Ive edited my original post to include a sample excel spreadsheet. I have also included a picture of a flow chart to help people understand the end goal.
Thanks
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