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pauledrich
Creator
Creator

Show value each month since expiry

Thanks in advance for any help.

I want to calculate the sum of an amount for the last day of each month for every account which would have been expired but not settled and to show the value of that account every month past expiry date where the account would still have been active.

The table below would be the desired outcome.

AccountNoJan2014Feb2014Mar2014Apr2014May2014Jun2014Jul2014Aug2014
1100100100100
2200020002000200020002000
310001000
4100

The example above is:

1 Expiry Date was 15 Feb 2014 and Settled on 3 June 2014.

2 Expiry Date was 1 Mar 2014 and is still not settled so the settled date is a null Value or the status is C

3 Expiry Date was 2 Apr 2014 and Written Off 2 June 2014

4 Expiry Date was 1 Mar and Renewed on 2 April.

So we have a number of date fields I want to use, Expiry, Settled, WrittenOff, and Renewed of which the last 3 could be null depending on the outcome.

Again, many thanks for the steer.

1 Reply
MK_QSL
MVP
MVP

Looks not enough data as per your description....