Excel 2013 – used but must be compatable with 2007
Table 1 – Data inputed from a report, it’s function is to return the commission from the CommTable. It does this via lookup codes which is generated by combining Policy Type code & Company Code. This is then looked for in the CommTable via a Vlookup.
Table 2 – CommTable, holds the commissions for each company code for each of it’s policy types.
This currently works great (click below)
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However as of Feb-15 a company code for a certain list of policy types have had their commissions increased.
I have thought about adding start date and end date table 2 (CommTable), and use this somehow in the PolTypeC&CoC(ComLook) codes. However I’ve been coming up blank on how to correctly implement this.
I believe I should combine the table 1 PolTypeC&CoC(ComLook) code with the date of the transaction, and somehow check the date within this new combined code against an updated table 2.
A company can have as many entries as there are policy type hence the unique code looked (about 20 policy types) hundreds of company codes. Table 1 has tens of thousands of rows of data. Before the commission change and after.
Your help would be gratefully appreciated.
Table 1 – Data inputed from a report, it’s function is to return the commission from the CommTable. It does this via lookup codes which is generated by combining Policy Type code & Company Code. This is then looked for in the CommTable via a Vlookup.
Table 2 – CommTable, holds the commissions for each company code for each of it’s policy types.
This currently works great (click below)
However as of Feb-15 a company code for a certain list of policy types have had their commissions increased.
I have thought about adding start date and end date table 2 (CommTable), and use this somehow in the PolTypeC&CoC(ComLook) codes. However I’ve been coming up blank on how to correctly implement this.
I believe I should combine the table 1 PolTypeC&CoC(ComLook) code with the date of the transaction, and somehow check the date within this new combined code against an updated table 2.
A company can have as many entries as there are policy type hence the unique code looked (about 20 policy types) hundreds of company codes. Table 1 has tens of thousands of rows of data. Before the commission change and after.
Your help would be gratefully appreciated.
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