+ Reply to Thread
Results 1 to 7 of 7

Last date of a payment schedule

  1. #1
    Registered User
    Join Date
    04-23-2012
    Location
    Davie, FL
    MS-Off Ver
    Excel 2013
    Posts
    83

    Last date of a payment schedule

    Hello and good morning,

    I have a brain teaser today. I'm working on a report where i need to find the last date a payment was made by a certain client. The problem is that not all clients have the same amount of payments so I cant just choose a payment number in my formula. Please see the attached and let me know if you can figure this one out for me.

    Thank you all in advance,
    Trishlast payment.xlsx

  2. #2
    Forum Guru benishiryo's Avatar
    Join Date
    03-25-2011
    Location
    Singapore
    MS-Off Ver
    Excel 2013
    Posts
    5,147

    Re: Last date of a payment schedule

    hi trosasco. it seems like your last payment is always on the row of the last time the client name appears? if so, it can be as simple as:
    =IF(C2=C3,"",G2)

    otherwise, this will look for the latest date for the client:
    =IF(C2=C3,"",LOOKUP(2,1/(C$2:C2=C2),G$2:G2))

    Thanks, if you have clicked on the * and added our rep.

    If you're satisfied with the answer, click Thread Tools above your first post, select "Mark your thread as Solved".

    "Contentment is not the fulfillment of what you want, but the realization of what you already have."


    Tips & Tutorials I Compiled | How to Get Quick & Good Answers

  3. #3
    Forum Contributor
    Join Date
    05-24-2013
    Location
    India
    MS-Off Ver
    Excel 2010
    Posts
    291

    Re: Last date of a payment schedule

    Hi

    one simple way of doing if your data is in same format , as attached

    =IF(B2=B3,"",G2)
    Click on * below if you find this helpful

    Thanks,
    A

  4. #4
    Registered User
    Join Date
    04-23-2012
    Location
    Davie, FL
    MS-Off Ver
    Excel 2013
    Posts
    83

    Re: Last date of a payment schedule

    Awesome!!! Both formulas worked like a charm. I used the small one in my report. How did you come up with it though? I would like to learn how you figured this out?

    Thanks a million,
    Trish

  5. #5
    Forum Expert newdoverman's Avatar
    Join Date
    02-07-2013
    Location
    Port Dover, Ontario, Canada
    MS-Off Ver
    2010
    Posts
    10,330

    Re: Last date of a payment schedule

    This should return the latest payment date for each client even if the clients are not sorted together as long as the data is in date order.

    Formula: copy to clipboard
    Please Login or Register  to view this content.
    <---------If you like someone's answer, click the star to the left of one of their posts to give them a reputation point for that answer.
    Ron W

  6. #6
    Forum Guru benishiryo's Avatar
    Join Date
    03-25-2011
    Location
    Singapore
    MS-Off Ver
    Excel 2013
    Posts
    5,147

    Re: Last date of a payment schedule

    Quote Originally Posted by trosasco View Post
    How did you come up with it though? I would like to learn how you figured this out?
    hmmm it's easier to share what a formula does, than how we figure it out. but i suppose the steps are to:

    1) know what you need to do (and that's where you give us the criteria or we figure out). in your case, it's to find the latest date of the client to show in the last record

    2) identify patterns. can see that the dates will be where the client of that row & the next row differs. can also see that that particular row will be where the latest date is

    3) convert logic into formulas. this is where your knowledge of formulas come in. but the rough idea is the pattern identified in (2) where IF C2 (client name of that row) is equals to C3 (client name of next row), put it as a blank (""). Otherwise, put it as the date of the particular row (G2)
    =IF(C2=C3,"",G2)

  7. #7
    Registered User
    Join Date
    04-23-2012
    Location
    Davie, FL
    MS-Off Ver
    Excel 2013
    Posts
    83

    Re: Last date of a payment schedule

    Thank you so much...

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Payment Schedule
    By NYKnicks in forum Excel General
    Replies: 2
    Last Post: 08-20-2013, 04:49 PM
  2. Monthly Payment Schedule
    By robstark in forum Excel General
    Replies: 4
    Last Post: 02-18-2013, 05:11 PM
  3. Replies: 1
    Last Post: 11-13-2012, 06:48 AM
  4. [SOLVED] Complex Payment schedule
    By Christopherdj in forum Excel Programming / VBA / Macros
    Replies: 8
    Last Post: 06-17-2012, 11:51 PM
  5. Supplier Payment Schedule Calculation
    By lalosan in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 02-04-2012, 01:03 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1