A good starting point? Setting variables and applying formulas based on criteria met

LittlegmoonBH

New Member
Joined
May 2, 2019
Messages
15
Hi Guys,

I’m looking for a starting point to tackle a problem Iunderstand, but not in enough detail to be really specific…

Basically, I need to simply retrieve or apply calculationsto customer agreement numbers, some of which will have 1 single line of data,simple as I can then just take the amounts required.

Where it gets messy is:

There could be multiple lines for the same agreement number,with these, I need to take the earliest start date and most recent end date andtake the values from multiple lines, and these could be anything from 2 to 22+- it all depends how many agreements have been set up to recover all paymentsdue.

Then there’s another added complication, there could bemultiple agreement numbers, legitimate customers with multiple purchases.

Setting variables aren’t my biggest strength, the above willbe a real challenge for me, but helping me with a starting point would be ahuge help. In my mind, I’m thinking it’ll be a series of loops and ifstatements, but I’m not sure that’s going to cut it.

All advice or code that may have been used to tackle asimilar issue would be amazing!

Thanks

 

Excel Facts

When did Power Query debut in Excel?
Although it was an add-in in Excel 2010 & Excel 2013, Power Query became a part of Excel in 2016, in Data, Get & Transform Data.

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