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Quarterly sum the values with interest rate

  1. #1
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    Quarterly sum the values with interest rate

    I am trying to make two columns.
    * [SOLVED] A type Column is summing up past amount with a defined interest rate (e.g. 3%)
    * B type Column is summing up future amount with a defined interest rate (e.g. 3%)

    For an example,
    AMOUNT QUARTER B Column
    100 1Q 1566.389
    150 1Q 1510.48
    200 1Q 1401.192
    250 2Q 1237.23
    300 2Q 1016.84
    350 2Q 738.35
    400 3Q 400

    However, I also want to show up only the last month of its quarter
    Such as,
    AMOUNT QUARTER B Column
    100
    150
    200 1Q 1401.192
    250
    300
    350 2Q 738.35
    400 3Q 400

    I have attached a full version of excel with two identical grouping criteria. I would be appreciated with your help!!!
    Thanks,
    Attached Files Attached Files
    Last edited by lacrimosus1028; 08-17-2021 at 03:12 AM.

  2. #2
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    Re: Quarterly sum the values with interest rate

    Please show in your workbook your expected results and highlight them.

  3. #3
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    Re: Quarterly sum the values with interest rate

    For After-A. In J2 copied down
    Please Login or Register  to view this content.
    For After-B how calculation is done . Pl show in file just like After-A.
    Attached Files Attached Files
    Pl note
    Array formula should be confirmed with Ctrl+Shift+Enter keys together.
    If answere is satisfactory press * to add reputation.

  4. #4
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    Re: Quarterly sum the values with interest rate

    Thank you, I have updated it.

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    Re: Quarterly sum the values with interest rate

    Thank you kvsrinivasamurthy,
    For After-B, I have updated with its formula!

  6. #6
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    Re: Quarterly sum the values with interest rate

    Hi,

    The formula for "after_A": =IF(D2<>D3,E2,"")

    The formula for "after_B": =IF(D2<>D3,H2,"")

  7. #7
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    Re: Quarterly sum the values with interest rate

    In K2 then copy down
    Please Login or Register  to view this content.
    Attached Files Attached Files

  8. #8
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    Re: Quarterly sum the values with interest rate

    Thank you!

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