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A customer cannot have more than two loans outstanding at the same time.

  1. #1
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    Unhappy A customer cannot have more than two loans outstanding at the same time.

    I have one spreadsheet with the data as following:

    Unique Customer Number,
    Customer Name and Address,
    Loan Number,
    Loan Amount,
    Loan Date,
    Loan Due Date,
    Loan Paid Date, (If not paid it will say open)


    The spreadsheet contains thousands of row line transactions for each customer loan transaction with the above data fields. Some customers will have 10 or more loans with multiple lines repeating but with different loan number transaction dates and amounts.

    The criteria listed below:
    A customer cannot have more than two loans outstanding at the same time with the loan amounts greater than $300.

    I want to be able to put a formula in each row that will look at the customer loan between the loan date, loan due date and loan paid date see if two loan greater than $300 were open in the same period and extract them in another tab.

  2. #2
    Forum Guru samba_ravi's Avatar
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    Re: A customer cannot have more than two loans outstanding at the same time.

    can you pls attach sample excel file with desired result
    Samba

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  3. #3
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    Re: A customer cannot have more than two loans outstanding at the same time.

    Please see sample file attached. Thanks David
    Attached Files Attached Files

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