Formula based on multiple criteria?

BSTREET1103

New Member
Joined
Feb 21, 2019
Messages
1
I need help with a formula to return fee amounts based on the account number and start date. In my example I need the fees and market values for all three months for each account. Please help!


ACCOUNT #
11/1/2018 FEE
11/1/2018 MARKET VALUE
12/1/2018 FEE
12/1/2018 MARKET VALUE
1/1/2019 FEE
1/1/2019 MARKET VALUE
1010016572
155.29
149,074.88
146.11
140,266.50
143.33
137,594.08
1015008330
1035001790
1035019424
1035023419

<tbody>
</tbody>




ACCOUNT NUMBER
FEE
COMPONENT FEE
DISCOUNT
FLAT FEE
MARKET VALUE
START DATE
END DATE
1010016572
155.29
155.29
-
-
149,074.88
11/1/2018
11/30/2018
1010016572
146.11
146.11
-
-

140,266.50
12/1/2018
12/31/2018
1010016572
143.33
143.33
-
-
137,594.08
1/1/2019
1/31/2019
1015008330
17,655.20
46,461.06
28,805.86
-
55,753,498.04
11/1/2018
11/30/2018
1015008330
27,796.79
73,149.44
45,352.65
-
87,779,673.71
12/1/2018
12/31/2018
1015008330
28,493.67
74,983.33
46,489.66
-
89,980,360.14
1/1/2019
1/31/2019
1035001790
292.06
292.06
-
13.00
350,473.30
11/1/2018
11/30/2018
1035001790
284.69
284.69
-
13.00
341,624.60
12/1/2018
12/31/2018
1035001790
289.10
289.10
-

15.00
346,917.43
1/1/2019
1/31/2019
1035009104
279.00
279.00
-
13.00
334,796.71
11/1/2018
11/30/2018
1035009104
272.30
272.30
-
13.00
326,760.04
12/1/2018
12/31/2018
1035009104
276.23
276.23
-
15.00
331,472.43
1/1/2019
1/31/2019
1035019424
335.59
335.59
-
13.00
322,162.84
11/1/2018
11/30/2018
1035019424
323.28
323.28
-
13.00
310,347.72
12/1/2018
12/31/2018
1035019424
326.36
326.36
-
15.00
313,304.34
1/1/2019
1/31/2019
1035023419
77.92
119.88
41.96
13.00
143,858.38
11/1/2018
11/30/2018
1035023419
77.61
119.40
41.79
13.00
143,278.18
12/1/2018
12/31/2018
1035023419
113.93
175.28
61.35
15.00
210,339.03
1/1/2019
1/31/2019

<tbody>
</tbody>
 

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Excel Facts

What do {} around a formula in the formula bar mean?
{Formula} means the formula was entered using Ctrl+Shift+Enter signifying an old-style array formula.

Gerald Higgins

Well-known Member
Joined
Mar 26, 2007
Messages
9,115
Hi, welcome to the board.

What's the rationale behind all of this ?

Don't bother spending too much time explaining the real world application of this, that might not be too important.
Just focus on describing what exactly you want to do with your data.
It looks like there's some kind of maths or logic going on here - what is it ?
 

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