Spread annual fees across months in Excel

ameador222

New Member
Joined
Dec 12, 2023
Messages
1
Office Version
  1. 365
Platform
  1. MacOS
I have a list of all customers that have had a transaction since Jan 2019 through Nov 2023. These customers are either on a 6 month or 12 month subscription plan, and their plans could have changed from 6 to 12 or 12 to 6 during that time. Keeping that in mind, I need to spread their payments into a monthly format in Excel. Customer name in the first column, then rows at the top of the sheet are months (Jan 2019, Feb 2019....). Right now, since we bill every 6 or 12 months, the data will show a payment in Jan 2019 for $100 and then nothing from February through December. I need a formula to change that to so that if they paid $100 in Jan 2019 for a 12 month subscription, it would show $8.33 per month from Jan 2019 through Dec 2019.

TYIA!
 

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Double-click any number in a pivot table to create a new report showing all detail rows that make up that number
I'm supposing that the payments are in January if it is a 12 month payment and in January and July if it is every 6 month.
If that is the case then how about this?:

Libro1
ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAJAKALAMANAOAPAQARASATAUAVAWAXAYAZBABBBCBDBEBFBGBHBI
1C Nameene-19feb-19mar-19abr-19may-19jun-19jul-19ago-19sep-19oct-19nov-19dic-19ene-20feb-20mar-20abr-20may-20jun-20jul-20ago-20sep-20oct-20nov-20dic-20ene-21feb-21mar-21abr-21may-21jun-21jul-21ago-21sep-21oct-21nov-21dic-21ene-22feb-22mar-22abr-22may-22jun-22jul-22ago-22sep-22oct-22nov-22dic-22ene-23feb-23mar-23abr-23may-23jun-23jul-23ago-23sep-23oct-23nov-23dic-23
2Name110010210555555656
3Name250515151105110112
4
5
6
7Name18,333338,333338,333338,333338,333338,333338,333338,333338,333338,333338,333338,333338,58,58,58,58,58,58,58,58,58,58,58,58,758,758,758,758,758,758,758,758,758,758,758,759,166679,166679,166679,166679,166679,166679,166679,166679,166679,166679,166679,166679,333339,333339,333339,333339,333339,333339,333339,333339,333339,333339,333339,33333
8Name28,333338,333338,333338,333338,333338,333338,58,58,58,58,58,58,58,58,58,58,58,58,58,58,58,58,58,58,758,758,758,758,758,758,758,758,758,758,758,759,166679,166679,166679,166679,166679,166679,166679,166679,166679,166679,166679,166679,333339,333339,333339,333339,333339,333339,333339,333339,333339,333339,333339,33333
Hoja1
Cell Formulas
RangeFormula
A7:A8A7=A2
B7:BI8B7=LET( suscType,H2=0, p_1,IF(suscType,B2/12,B2/6), p_2,H2/6, IF(suscType,EXPAND(p_1,,12,p_1),HSTACK(EXPAND(p_1,,6,p_1),EXPAND(p_2,,6,p_2))) )
Dynamic array formulas.


If the payments are in other month or could be in any month, we would need some additional information on the payment period.
 
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