policy

  1. V

    Filter Dates In Pivot More Than 3 Months Old

    Hello, I'm trying to use VBA to filter an OLAP Pivot Table for all dates that fall three months before the current date. the dates are in the dd/mm/yyyy format and there are hundreds of unique values so I've no idea how to do this. This is is an example from the macro recorder...
  2. C

    Internal Rate of Return calculations

    Hi All: I've been using Excel's IRR function to calculate the Internal Rate of Return on an insurance project. The simple inputs are policy year (1, 2, 3, etc.), annual premiums (shown as a negative), and the cash value for any given year. I've then overlaid a macro that basically looks up...
  3. J

    INDEX & SUMPRODUCT lookup - Multiple Criteria

    Hey all, I've been struggling with an issue for far too long, so any help would be appreciated in getting me out of this hole. From the top: I have one sheet named 'Policies', with the policy name displayed in column A, and corresponding details about that policy in columns B to X. In another...
  4. I

    SUMIFS using date ranges and other criteria

    Gonna try and keep this real simple to understand. I'm trying to calculate residual income from insurance policies sold a year ago. The data is as follows: A:A = Date policies went effective B:B= Status of policy (it must be active to pay a residual) C:C= Residual amount to be paid. The...
  5. K

    Macro to Insert text in a cell based on a condition.

    Hi all, I have a excel sheet , In J column i have 'Policy Type' , In AK Column I have 'Final Status'. I am looking for a macro code that can search 'Renew' in Column J (Policy Type) , Against all Renew in Column AK , it should insert 'To be Defined'. <tbody> Policy Type (J Column) Final...
  6. T

    SUMIFS exclude duplicate rows

    Hello everyone, I have the below table : <tbody> Client ID Policy Number Number of Employees Gross 1100 1001 10 50000 1100 1001 10 50000 1100 1001 10 50000 1100 1001 10 50000 1100 1002 20 100000 1100 1002 20 100000 1100 1003 30 150000 1100 1003 30 150000 1100 1003 30 150000...
  7. AndyTampa

    Forum timeout is wayyy to short.

    I just spent 20 minutes composing my question so that all the necessary information was included. Then when I went to preview it, I had been logged out. How short is the timeout and can we have it extended? This is the third time this has happened to me and I'm only on my 19th post.
  8. D

    Variable tax,

    I have been a frequent visitor of this site and always could find the solution for my Excel challenge by searching through old topics. However, the solution for the challenge I have now seems not to been handled yet. I hope someone in the forums can help me with the following: I have a file...

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