Formula based on multiple criteria?

B

BSTREET1103

New Member
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Feb 21, 2019
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I need help with a formula to return fee amounts based on the account number and start date. In my example I need the fees and market values for all three months for each account. Please help!


[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD="width: 101, bgcolor: transparent"]ACCOUNT #
[/TD]
[TD="width: 118, bgcolor: transparent"]11/1/2018 FEE
[/TD]
[TD="width: 118, bgcolor: transparent"]11/1/2018 MARKET VALUE
[/TD]
[TD="width: 118, bgcolor: transparent"]12/1/2018 FEE
[/TD]
[TD="width: 118, bgcolor: transparent"]12/1/2018 MARKET VALUE
[/TD]
[TD="width: 118, bgcolor: transparent"]1/1/2019 FEE
[/TD]
[TD="width: 118, bgcolor: transparent"]1/1/2019 MARKET VALUE
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1010016572
[/TD]
[TD="bgcolor: transparent"]155.29
[/TD]
[TD="bgcolor: transparent"]149,074.88
[/TD]
[TD="bgcolor: transparent"]146.11
[/TD]
[TD="bgcolor: transparent"]140,266.50
[/TD]
[TD="bgcolor: transparent"]143.33
[/TD]
[TD="bgcolor: transparent"]137,594.08
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1015008330
[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035001790
[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035019424
[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035023419
[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
</tbody>[/TABLE]




[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD="width: 101, bgcolor: transparent"]ACCOUNT NUMBER
[/TD]
[TD="width: 118, bgcolor: transparent"]FEE
[/TD]
[TD="width: 118, bgcolor: transparent"]COMPONENT FEE
[/TD]
[TD="width: 118, bgcolor: transparent"]DISCOUNT
[/TD]
[TD="width: 118, bgcolor: transparent"]FLAT FEE
[/TD]
[TD="width: 118, bgcolor: transparent"]MARKET VALUE
[/TD]
[TD="width: 118, bgcolor: transparent"]START DATE
[/TD]
[TD="width: 81, bgcolor: transparent"]END DATE
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1010016572
[/TD]
[TD="bgcolor: transparent"]155.29
[/TD]
[TD="bgcolor: transparent"]155.29
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]149,074.88
[/TD]
[TD="bgcolor: transparent, align: right"]11/1/2018
[/TD]
[TD="bgcolor: transparent, align: right"]11/30/2018
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1010016572
[/TD]
[TD="bgcolor: transparent"]146.11
[/TD]
[TD="bgcolor: transparent"]146.11
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]-

[/TD]
[TD="bgcolor: transparent"]140,266.50
[/TD]
[TD="bgcolor: transparent, align: right"]12/1/2018
[/TD]
[TD="bgcolor: transparent, align: right"]12/31/2018
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1010016572
[/TD]
[TD="bgcolor: transparent"]143.33
[/TD]
[TD="bgcolor: transparent"]143.33
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]137,594.08
[/TD]
[TD="bgcolor: transparent, align: right"]1/1/2019
[/TD]
[TD="bgcolor: transparent, align: right"]1/31/2019
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1015008330
[/TD]
[TD="bgcolor: transparent"]17,655.20
[/TD]
[TD="bgcolor: transparent"]46,461.06
[/TD]
[TD="bgcolor: transparent"]28,805.86
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]55,753,498.04
[/TD]
[TD="bgcolor: transparent, align: right"]11/1/2018
[/TD]
[TD="bgcolor: transparent, align: right"]11/30/2018
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1015008330
[/TD]
[TD="bgcolor: transparent"]27,796.79
[/TD]
[TD="bgcolor: transparent"]73,149.44
[/TD]
[TD="bgcolor: transparent"]45,352.65
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]87,779,673.71
[/TD]
[TD="bgcolor: transparent, align: right"]12/1/2018
[/TD]
[TD="bgcolor: transparent, align: right"]12/31/2018
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1015008330
[/TD]
[TD="bgcolor: transparent"]28,493.67
[/TD]
[TD="bgcolor: transparent"]74,983.33
[/TD]
[TD="bgcolor: transparent"]46,489.66
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]89,980,360.14
[/TD]
[TD="bgcolor: transparent, align: right"]1/1/2019
[/TD]
[TD="bgcolor: transparent, align: right"]1/31/2019
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035001790
[/TD]
[TD="bgcolor: transparent"]292.06
[/TD]
[TD="bgcolor: transparent"]292.06
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]13.00
[/TD]
[TD="bgcolor: transparent"]350,473.30
[/TD]
[TD="bgcolor: transparent, align: right"]11/1/2018
[/TD]
[TD="bgcolor: transparent, align: right"]11/30/2018
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035001790
[/TD]
[TD="bgcolor: transparent"]284.69
[/TD]
[TD="bgcolor: transparent"]284.69
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]13.00
[/TD]
[TD="bgcolor: transparent"]341,624.60
[/TD]
[TD="bgcolor: transparent, align: right"]12/1/2018
[/TD]
[TD="bgcolor: transparent, align: right"]12/31/2018
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035001790
[/TD]
[TD="bgcolor: transparent"]289.10
[/TD]
[TD="bgcolor: transparent"]289.10
[/TD]
[TD="bgcolor: transparent"]-

[/TD]
[TD="bgcolor: transparent"]15.00
[/TD]
[TD="bgcolor: transparent"]346,917.43
[/TD]
[TD="bgcolor: transparent, align: right"]1/1/2019
[/TD]
[TD="bgcolor: transparent, align: right"]1/31/2019
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035009104
[/TD]
[TD="bgcolor: transparent"]279.00
[/TD]
[TD="bgcolor: transparent"]279.00
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]13.00
[/TD]
[TD="bgcolor: transparent"]334,796.71
[/TD]
[TD="bgcolor: transparent, align: right"]11/1/2018
[/TD]
[TD="bgcolor: transparent, align: right"]11/30/2018
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035009104
[/TD]
[TD="bgcolor: transparent"]272.30
[/TD]
[TD="bgcolor: transparent"]272.30
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]13.00
[/TD]
[TD="bgcolor: transparent"]326,760.04
[/TD]
[TD="bgcolor: transparent, align: right"]12/1/2018
[/TD]
[TD="bgcolor: transparent, align: right"]12/31/2018
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035009104
[/TD]
[TD="bgcolor: transparent"]276.23
[/TD]
[TD="bgcolor: transparent"]276.23
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]15.00
[/TD]
[TD="bgcolor: transparent"]331,472.43
[/TD]
[TD="bgcolor: transparent, align: right"]1/1/2019
[/TD]
[TD="bgcolor: transparent, align: right"]1/31/2019
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035019424
[/TD]
[TD="bgcolor: transparent"]335.59
[/TD]
[TD="bgcolor: transparent"]335.59
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]13.00
[/TD]
[TD="bgcolor: transparent"]322,162.84
[/TD]
[TD="bgcolor: transparent, align: right"]11/1/2018
[/TD]
[TD="bgcolor: transparent, align: right"]11/30/2018
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035019424
[/TD]
[TD="bgcolor: transparent"]323.28
[/TD]
[TD="bgcolor: transparent"]323.28
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]13.00
[/TD]
[TD="bgcolor: transparent"]310,347.72
[/TD]
[TD="bgcolor: transparent, align: right"]12/1/2018
[/TD]
[TD="bgcolor: transparent, align: right"]12/31/2018
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035019424
[/TD]
[TD="bgcolor: transparent"]326.36
[/TD]
[TD="bgcolor: transparent"]326.36
[/TD]
[TD="bgcolor: transparent"]-
[/TD]
[TD="bgcolor: transparent"]15.00
[/TD]
[TD="bgcolor: transparent"]313,304.34
[/TD]
[TD="bgcolor: transparent, align: right"]1/1/2019
[/TD]
[TD="bgcolor: transparent, align: right"]1/31/2019
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035023419
[/TD]
[TD="bgcolor: transparent"]77.92
[/TD]
[TD="bgcolor: transparent"]119.88
[/TD]
[TD="bgcolor: transparent"]41.96
[/TD]
[TD="bgcolor: transparent"]13.00
[/TD]
[TD="bgcolor: transparent"]143,858.38
[/TD]
[TD="bgcolor: transparent, align: right"]11/1/2018
[/TD]
[TD="bgcolor: transparent, align: right"]11/30/2018
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035023419
[/TD]
[TD="bgcolor: transparent"]77.61
[/TD]
[TD="bgcolor: transparent"]119.40
[/TD]
[TD="bgcolor: transparent"]41.79
[/TD]
[TD="bgcolor: transparent"]13.00
[/TD]
[TD="bgcolor: transparent"]143,278.18
[/TD]
[TD="bgcolor: transparent, align: right"]12/1/2018
[/TD]
[TD="bgcolor: transparent, align: right"]12/31/2018
[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]1035023419
[/TD]
[TD="bgcolor: transparent"]113.93
[/TD]
[TD="bgcolor: transparent"]175.28
[/TD]
[TD="bgcolor: transparent"]61.35
[/TD]
[TD="bgcolor: transparent"]15.00
[/TD]
[TD="bgcolor: transparent"]210,339.03
[/TD]
[TD="bgcolor: transparent, align: right"]1/1/2019
[/TD]
[TD="bgcolor: transparent, align: right"]1/31/2019
[/TD]
[/TR]
</tbody>[/TABLE]
 

Excel Facts

Difference between two dates
Secret function! Use =DATEDIF(A2,B2,"Y")&" years"&=DATEDIF(A2,B2,"YM")&" months"&=DATEDIF(A2,B2,"MD")&" days"
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Hi, welcome to the board.

What's the rationale behind all of this ?

Don't bother spending too much time explaining the real world application of this, that might not be too important.
Just focus on describing what exactly you want to do with your data.
It looks like there's some kind of maths or logic going on here - what is it ?
 
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