Hello, I am trying to create an aging table for receivables. I have a report that gives me all the detail of what is outstanding but I want to convert the data into 5 buckets. The report gives me the name of the individual, amount, and what term it was from.
<tbody>
</tbody>
I created a reference table to give me the month of the term.
<tbody>
</tbody>
My plan was to combine a if statement, isnumber, & search to search the term description and look for it in the reference table. Then I wanted it to return the Month number from the reference table. I was then going to add "&"/"&MID(Term Discription,1,4)". My goal was to return the value of 6/2018 but I can't get it to work. Any tips on a formula that I can use to accomplish this?
Name | Balance | Term Description |
xxxx | 17,375 | 2018 Summer Term |
<tbody>
</tbody>
I created a reference table to give me the month of the term.
Term | Month |
Fall Term | 9 |
Spring Term | 1 |
Summer Term | 6 |
<tbody>
</tbody>
My plan was to combine a if statement, isnumber, & search to search the term description and look for it in the reference table. Then I wanted it to return the Month number from the reference table. I was then going to add "&"/"&MID(Term Discription,1,4)". My goal was to return the value of 6/2018 but I can't get it to work. Any tips on a formula that I can use to accomplish this?