condition

[sagaraperera]

Dear Mr.SUNNY

PLEASE ADVISE ME A FORMULA TO OBTAIN THE REFUND_AMOUNT,  IF THE MARKETING_DATE OF THE REFUND_AMOUNT HAS EXCEEDED THE  MARKETING_DATE OF THE “RE_ACT_AMOUNT”  IN  A SAME POLICY.

My excels file

POLICY_NO	MARKETING_DATE	TYPE	RE_ACT_AMOUNT	REFUND_AMOUNT
02CO1A009498	09 Jan 2019	REFUND	-	1,575
CO2016CF0021559	05 Jan 2019	REFUND	-	25,500
CO2016CF0021559	29 Jan 2019	ADDITIONAL	25,500
CO2016CF0021564	06 Jan 2019	REFUND	-	4,150
CO2016CF0021564	29 Jan 2019	ADDITIONAL	4,150
CO2016CF0021572	11 Jan 2019	REFUND	-	6,500
CO2016CF0021572	29 Jan 2019	ADDITIONAL	6,500
CO2016CF0021598	29 Jan 2019	REFUND	-	4,075
CO2016CF0021598	12 Jan 2019	ADDITIONAL	4,075
CO2016CF0021997	10 Jan 2019		314,914

I WANT FOLLOWING CONDITION

[TYPE = REFUND,POLICY_NO,MARKETING_DATE]=<[TYPE = ADDITIONAL,POLICY_NO,MARKETING_DATE] AS RE_ACTIVE

SAGARA

[Anil_Babu_Samineni]

Perhaps this?

Sum({<MARKETING_DATE = {"=Sum(REFUND_AMOUNT)<=Sum(RE_ACT_AMOUNT)"}>} REFUND_AMOUNT)