Populating Payment Schedule Based on Monthly or Quarterly Payments

[jasonkgreen]

What is the most efficient way to populate a payment schedule based on whether the payments are monthly vs. quarterly?

For instance, in the image attached, I would place the payments in the yellow cells for Quarterly pay and in the green cells for Monthly payments. However, these may change based on the client. I want to be able to put either Quarterly or Monthly in cell Bx, and the schedule populates appropriately.

The start date will vary for each client as well. That will be an input with the remaining dates populated using the EDATE function.

Thanks in advance.

 

[awoohaw]

I'm not sure if you're looking for a conditional formatting rule or not. But, I've written a function below that you can insert your payment calculation in the "TRUE" portions of the formulas and "" in the "FALSE" portions.

Book1
	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O
1	Site 1
2	Start Date		2023-10-01	2023-11-01	2023-12-01	2024-01-01	2024-02-01	2024-03-01	2024-04-01	2024-05-01	2024-06-01	2024-07-01	2024-08-01	2024-09-01	2024-10-01
3	Preventative Maintenance
4	PV System	Quarterly	FALSE	FALSE	TRUE	FALSE	FALSE	TRUE	FALSE	FALSE	TRUE	FALSE	FALSE	TRUE	FALSE
5	Weather Station	Monthly	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE
6	ECC	Quarterly	FALSE	FALSE	TRUE	FALSE	FALSE	TRUE	FALSE	FALSE	TRUE	FALSE	FALSE	TRUE	FALSE
7	EDS	Monthly	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE
8	BESS	Monthly	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE	TRUE
9	PGEN	Quarterly	FALSE	FALSE	TRUE	FALSE	FALSE	TRUE	FALSE	FALSE	TRUE	FALSE	FALSE	TRUE	FALSE
10	CHP	Quarterly	FALSE	FALSE	TRUE	FALSE	FALSE	TRUE	FALSE	FALSE	TRUE	FALSE	FALSE	TRUE	FALSE
jasonkgreen

Cell Formulas
Range	Formula
D2:O2	D2	=EDATE(C2,1)
C4:O10	C4	=IF($B4="Monthly",TRUE,IF(MOD(COLUMN(C4)-3,3)+1=3,TRUE,FALSE))

If you just a want conditional formatting formula just use the conditional argument of the IF function without the IF

=IF($B4="Monthly",TRUE,MOD(COLUMN(C4)-3,3)+1=3)