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Excel - Data Extraction based on Dates

resolvedResolved · Urgent Priority · Version 2010

Adrian has attended:
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Excel VBA Intermediate course
Excel Intermediate course

Excel - Data Extraction based on Dates

Hi

I am trying to extract fee costs depending on time period, but struggling how to approach it with If formulas etc due to the permatations. Essentially, I want to know how much of the fee is applicable to 2014 and how much from 2015 onwards.

In the below fabricated data, 1st line wouldn't be relevent as finishes before 01/01/2014. Second line, I only want to know how much of the 1000 is applicable in 2014...line 4 I need to state how much of the fee is in 2014 and how much is 2015 onwards. As you can see due to the different possibilities, its not a straight forward as first seems. Any help as to how to approach this, would be greatly appreciated as I need to submit this data ASAP to senior mgt

fee start end
1000 01/01/2012 31/12/2013
1000 01/01/2012 30/04/2014
1000 01/01/2012 31/12/2014
1000 01/01/2012 30/04/2016
1000 01/01/2014 31/12/2014
1000 01/01/2014 30/04/2016
1000 01/05/2014 31/12/2014
1000 01/05/2014 30/04/2016
1000 01/01/2015 30/04/2016
1000 01/05/2015 30/04/2016
1000 01/01/2015 01/05/2015
1000 01/05/2015 31/12/2015

RE: Excel - Data Extraction based on Dates

Hi Adrian

Sorry I've not been able to reply sooner.

Distributing funds by year range should be possible though maybe not through using IF functions. I will reply if I find a solution.

Regards
Doug Dunn
Best STL

RE: Excel - Data Extraction based on Dates

Hi Doug

Thanks for the response - yes, it isn't as easy as it initially seems, I am struggling with it. There are a few thousand entries which is why a formula would be best, rather than manually working it out.

Any help would be much appreciated!

Kind regards

Adrian

RE: Excel - Data Extraction based on Dates

Hi Adrian

There are probably different ways to do this calculation. Here is one using a combination of IF, AND, DATE and YEAR function.

See attached.

Doug
Best STL

Attached files...

DateFunds.xlsx

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Notice: This is an automated message. Due to inactivity, this forum post will be marked as 'resolved' if there are no further responses in the next 5 days.

RE: Excel - Data Extraction based on Dates

Hi Doug

Thank you, thats absolutely fantastic, its much appreciated, all your hard work!!

Kind regards

Adrian

 

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