Hi, I currently have data organized similar to below. I'm struggling to write a formula. I'm trying to do the following: if the oldest date tied to an ID is within the last 13 months then return "New" if the oldest date is older than 13 months then sum all the amounts for that relationship ID and if it's a positive number then return "In" if negative return "out".
ID | Date | Amount | Formula column |
---|---|---|---|
1 | 12/1/2019 | 1000 | New |
1 | 5/2/2019 | -2500 | New |
2 | 11/5/2017 | 5000 | In |
2 | 2/2019 | -3000 | In |
3 | 3/2/2016 | -5000 | Out |