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Generate a report where there are yearly cap on reimbursement for employees

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    Generate a report where there are yearly cap on reimbursement for employees

    Hi All,

    Need help with this.

    I was asked to create this report and am not able.

    Would somebody be able to help me with is last bit i am looking to perfect the report.

    If you look at the tab named "Table of Reimbursement Summary", cell e34, should show zero as the worker had reached the yearly cap of 700 but it still shows a second time.

    The attached excel file has Instructions in 1st tab.

    Thanks for all help.

    Apologies if my formula looks shabby, but please do suggest other better formulas if you think this may look much more refined.
    Last edited by just4usam; 01-14-2021 at 01:58 PM.

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    Re: Generate a report where there are CAPS on reimbursement

    Welcome to the forum.

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    Re: Generate a report where there are CAPS on reimbursement

    Nothing is more frustrating than to be working on homework and to get stuck. Without guidance, you might have no hope of finishing the assignment before the deadline. The Internet can be a big help in that respect, but without learning how to get the right answer, asking others to solve your homework questions for you simply becomes a downward spiral (and it's cheating).

    We do not want to contribute to you cheating yourself out of your education, but we also acknowledge that seeking assistance to learn a concept is a legitimate request.

    If you are genuinely interested in receiving help in the form of tutoring or coaching, then please rephrase the title of your original post to clearly indicate you are seeking coaching or tutoring help. Any forum members (who are willing to assist as a tutor) will modify their responses accordingly to facilitate your learning. Tutors don't tell you the answers, they help you figure it out for yourself; so don't expect answers, expect suggestions, or just plain hints. Also, be specific in describing the function/formula or technique you trying to learn, and tell us what you have attempted so far. Otherwise, expect your plea for homework answers to be ignored.

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    Re: Generate a report where there are CAPS on reimbursement

    Thank you for your comment and apologies if it came across as not valuing your time. I have corrected and uploaded my work to show what I have done.

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    Re: Generate a report where there are CAPS on reimbursement

    Thank you. I'll have a look shortly, if nobody else gets in first.

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    Re: Generate a report where there are CAPS on reimbursement

    I just realised that the formula is not correctly working for the following worker ID in the tab named "Table of Reimbursement Summary". I have updated the excel file.

    worker ID - 205110 (Cell nos B7 to B10) - this id had only used 120 in the month of March and 540 in the month of April towards technology and should show accordingly in the table but the formula i have written is showing 660 for both months.
    worker ID - 734972 (cell nos B32 to B35) - this id had used 700 for month of March and 500 for month of April towards technology and should show 700 for month of March and zero for every other month after that since he ash already reached the cap of 700 for the year but it is showing 700 for both March and April.

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