Texas Longhorn
Active Member
- Joined
- Sep 30, 2003
- Messages
- 493
Hi all,
I have a sheet with some dates for company filed reports. I am trying to make the data point-in-time (i.e. where I can reference data based on when it was known as opposed to the period it covers). Here is an example of what I'm doing:
In column F, I've highlighted in yellow the instances where my simple formula in column E has failed and put in my desired result. Basically, if the value in column D is less than or equal to the value in column A, I want to use the value in column D (I've got that part); if the value in D is greater than the value in A, I want to pull in the date which meets these three criteria: 1. It is less than or equal to the value in A; 2. Of the dates for which criteria 1 is true, I want the date which is smaller by the least amount; and 3. The date has to be for the same symbol (column B).
Any help would be much appreciated. I'm thinking of adding a column for the difference between column D and A, but I'm not sure yet how to use that.
Please let me know if I can clarify anything.
Thanks,
Bill
I have a sheet with some dates for company filed reports. I am trying to make the data point-in-time (i.e. where I can reference data based on when it was known as opposed to the period it covers). Here is an example of what I'm doing:
Book3 | ||||||||
---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | |||
7 | MONTHEND | SYMBOL | ADJ_FISCAL_DATE | ADJ_REPORT_DATE | LagDate | Desired | ||
8 | 2/28/2006 | 45950610 | 12/31/2005 | 1/26/2006 | ||||
9 | 3/31/2006 | 45950610 | 3/31/2006 | 4/26/2006 | 1/26/2006 | 1/26/2006 | ||
10 | 4/30/2006 | 45950610 | 3/31/2006 | 4/26/2006 | 4/26/2006 | 4/26/2006 | ||
11 | 5/31/2006 | 45950610 | 3/31/2006 | 4/26/2006 | 4/26/2006 | 4/26/2006 | ||
12 | 6/30/2006 | 45950610 | 6/30/2006 | 7/26/2006 | 4/26/2006 | 4/26/2006 | ||
13 | 7/31/2006 | 45950610 | 6/30/2006 | 7/26/2006 | 7/26/2006 | 7/26/2006 | ||
14 | 8/31/2006 | 45950610 | 6/30/2006 | 7/26/2006 | 7/26/2006 | 7/26/2006 | ||
15 | 9/30/2006 | 45950610 | 9/30/2006 | 11/1/2006 | 7/26/2006 | 7/26/2006 | ||
16 | 10/31/2006 | 45950610 | 9/30/2006 | 11/1/2006 | 11/1/2006 | 7/26/2006 | ||
17 | 11/30/2006 | 45950610 | 9/30/2006 | 11/1/2006 | 11/1/2006 | 11/1/2006 | ||
18 | 12/31/2006 | 45950610 | 12/31/2006 | 1/30/2007 | 11/1/2006 | 11/1/2006 | ||
19 | 1/31/2007 | 45950610 | 12/31/2006 | 1/30/2007 | 1/30/2007 | 1/30/2007 | ||
20 | 2/28/2007 | 45950610 | 12/31/2006 | 1/30/2007 | 1/30/2007 | 1/30/2007 | ||
21 | 3/31/2007 | 45950610 | 3/31/2007 | 5/3/2007 | 1/30/2007 | 1/30/2007 | ||
22 | 4/30/2007 | 45950610 | 3/31/2007 | 5/3/2007 | 5/3/2007 | 1/30/2007 | ||
23 | 5/31/2007 | 45950610 | 3/31/2007 | 5/3/2007 | 5/3/2007 | 5/3/2007 | ||
24 | 6/30/2007 | 45950610 | 6/30/2007 | 8/7/2007 | 5/3/2007 | 5/3/2007 | ||
25 | 7/31/2007 | 45950610 | 6/30/2007 | 8/7/2007 | 8/7/2007 | 5/3/2007 | ||
26 | 8/31/2007 | 45950610 | 6/30/2007 | 8/7/2007 | 8/7/2007 | 8/7/2007 | ||
27 | 9/30/2007 | 45950610 | 9/30/2007 | 10/31/2007 | 8/7/2007 | 8/7/2007 | ||
28 | 10/31/2007 | 45950610 | 9/30/2007 | 10/31/2007 | 10/31/2007 | 10/31/2007 | ||
29 | 11/30/2007 | 45950610 | 9/30/2007 | 10/31/2007 | 10/31/2007 | 10/31/2007 | ||
30 | 12/31/2007 | 45950610 | 12/31/2007 | 1/30/2008 | 10/31/2007 | 10/31/2007 | ||
31 | 1/31/2008 | 45950610 | 12/31/2007 | 1/30/2008 | 1/30/2008 | 1/30/2008 | ||
32 | 4/30/2007 | 59987432 | 3/31/2007 | 5/3/2007 | ||||
33 | 5/31/2007 | 59987432 | 3/31/2007 | 5/3/2007 | 5/3/2007 | 5/3/2007 | ||
34 | 6/30/2007 | 59987432 | 6/30/2007 | 8/7/2007 | 5/3/2007 | 5/3/2007 | ||
35 | 7/31/2007 | 59987432 | 6/30/2007 | 8/7/2007 | 8/7/2007 | 5/3/2007 | ||
36 | 8/31/2007 | 59987432 | 6/30/2007 | 8/7/2007 | 8/7/2007 | 8/7/2007 | ||
37 | 9/30/2007 | 59987432 | 9/30/2007 | 10/31/2007 | 8/7/2007 | 8/7/2007 | ||
38 | 10/31/2007 | 59987432 | 9/30/2007 | 10/31/2007 | 10/31/2007 | 10/31/2007 | ||
39 | 11/30/2007 | 59987432 | 9/30/2007 | 10/31/2007 | 10/31/2007 | 10/31/2007 | ||
40 | 12/31/2007 | 59987432 | 12/31/2007 | 1/30/2008 | 10/31/2007 | 10/31/2007 | ||
Sheet1 |
In column F, I've highlighted in yellow the instances where my simple formula in column E has failed and put in my desired result. Basically, if the value in column D is less than or equal to the value in column A, I want to use the value in column D (I've got that part); if the value in D is greater than the value in A, I want to pull in the date which meets these three criteria: 1. It is less than or equal to the value in A; 2. Of the dates for which criteria 1 is true, I want the date which is smaller by the least amount; and 3. The date has to be for the same symbol (column B).
Any help would be much appreciated. I'm thinking of adding a column for the difference between column D and A, but I'm not sure yet how to use that.
Please let me know if I can clarify anything.
Thanks,
Bill