Hi,
I have a list of data with member withdrawing their money. The company will pay for the first 3 withdrawals and the member will assume the rest, but base on each quarter cumulatively.
Is there a way to do the calculation or a pivot table to calculate such thing?
See attachment.
attached is your file with a Pivot Table showing the withdrawals per quarter by participant. You can click on the first column where the participant ID is located and see the actual amounts withdrawn. Hopefully, this will get you closer to what you need for your analysis
Alan עַם יִשְׂרָאֵל חַי
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Checking if withdrawals are per quarter or cumulative?
Last edited by JohnTopley; 04-19-2018 at 03:55 PM.
Assuming cumulative:
"Helper" columns in E:H to get Quarterly figures
in E2
=IF(AND($B2>=E$1,$B2<=EOMONTH(E$1,2)),IF(COUNTIF($C$2:$C2,$C2)<=3,"CP","EP"),"")
Copy across and down
in L2
=SUMIF(E:E,"CP",$D:$D)
copy across
in L3
=SUMIF(E:E,"EP",$D:$D)
Copy across
see "SHEET2"
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