Hello, I am trying to create an aging table for receivables. I have a report that gives me all the detail of what is outstanding but I want to convert the data into 5 buckets. The report gives me the name of the individual, amount, and what term it was from.
[TABLE="width: 500"]
<tbody>[TR]
[TD]Name
[/TD]
[TD]Balance
[/TD]
[TD]Term Description
[/TD]
[/TR]
[TR]
[TD]xxxx
[/TD]
[TD]17,375
[/TD]
[TD]2018 Summer Term
[/TD]
[/TR]
</tbody>[/TABLE]
I created a reference table to give me the month of the term.
[TABLE="width: 500"]
<tbody>[TR]
[TD]Term
[/TD]
[TD]Month
[/TD]
[/TR]
[TR]
[TD]Fall Term
[/TD]
[TD]9
[/TD]
[/TR]
[TR]
[TD]Spring Term
[/TD]
[TD]1
[/TD]
[/TR]
[TR]
[TD]Summer Term
[/TD]
[TD]6
[/TD]
[/TR]
</tbody>[/TABLE]
My plan was to combine a if statement, isnumber, & search to search the term description and look for it in the reference table. Then I wanted it to return the Month number from the reference table. I was then going to add "&"/"&MID(Term Discription,1,4)". My goal was to return the value of 6/2018 but I can't get it to work. Any tips on a formula that I can use to accomplish this?
[TABLE="width: 500"]
<tbody>[TR]
[TD]Name
[/TD]
[TD]Balance
[/TD]
[TD]Term Description
[/TD]
[/TR]
[TR]
[TD]xxxx
[/TD]
[TD]17,375
[/TD]
[TD]2018 Summer Term
[/TD]
[/TR]
</tbody>[/TABLE]
I created a reference table to give me the month of the term.
[TABLE="width: 500"]
<tbody>[TR]
[TD]Term
[/TD]
[TD]Month
[/TD]
[/TR]
[TR]
[TD]Fall Term
[/TD]
[TD]9
[/TD]
[/TR]
[TR]
[TD]Spring Term
[/TD]
[TD]1
[/TD]
[/TR]
[TR]
[TD]Summer Term
[/TD]
[TD]6
[/TD]
[/TR]
</tbody>[/TABLE]
My plan was to combine a if statement, isnumber, & search to search the term description and look for it in the reference table. Then I wanted it to return the Month number from the reference table. I was then going to add "&"/"&MID(Term Discription,1,4)". My goal was to return the value of 6/2018 but I can't get it to work. Any tips on a formula that I can use to accomplish this?