Hi everyone can someone please help me with the below. If it can only be done in vba I would appreciate it if someone could share sample vba code that I could start playing around with. Thanks in advance!
I have data with the following columns in an excel sheet which are for transaction level client banking accounts: client id (unique for client), account number (unique for account), balance, start date, client rate when issued, redeemed flag (yes or no), date redeemed if yes. I also have columns for balances each week after start date for an existing client. Once a client redeems the balance of that record will either become 0 or NULL. The date includes start dates from September 2021 to february 2022. Some clients will book multiple accounts instead of one.
A client can redeem their investment and then issue again at a higher rate. A client can also book multiple different accounts.
I want to be able to tell, for all clients that booked more than a million in aggregate, how many of them redeemed and then came back later and issued again with a higher client rate. Then I want to calculate the impact of this: so for each client > 1MM that did this I want to take the difference between client rate issued later vs client rate issues originally and apply that to the balance to get an impact and then I want to sum that impact across all the clients > 1MM.
Thanks in advance!
I have data with the following columns in an excel sheet which are for transaction level client banking accounts: client id (unique for client), account number (unique for account), balance, start date, client rate when issued, redeemed flag (yes or no), date redeemed if yes. I also have columns for balances each week after start date for an existing client. Once a client redeems the balance of that record will either become 0 or NULL. The date includes start dates from September 2021 to february 2022. Some clients will book multiple accounts instead of one.
A client can redeem their investment and then issue again at a higher rate. A client can also book multiple different accounts.
I want to be able to tell, for all clients that booked more than a million in aggregate, how many of them redeemed and then came back later and issued again with a higher client rate. Then I want to calculate the impact of this: so for each client > 1MM that did this I want to take the difference between client rate issued later vs client rate issues originally and apply that to the balance to get an impact and then I want to sum that impact across all the clients > 1MM.
Thanks in advance!
