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need help in creating formula

chay
7 - Meteor

Hi,

 

i need help in creating a formula for

 

here are the details :

IF value <0 then "NA"

elseif value > 0 and any -ve transaction in the next 3 months then "USed in 3 months" else "Unused in the next 3 months" .
 
here in excel i need a formula including the name and date columns it should calculate the transactions if it is with in 3months or not 
 
chay_0-1686682753632.png

 

2 REPLIES 2
jdminton
12 - Quasar

Hi @chay . Your image is too small to read anything. If you can attach the Excel file, it would be easier to help. I don't think you'll want to be using a formula though since you are comparing the value of one record to other records. I can see several different ways this might be done (summarize tools and joins, multirow formulas, etc.), but I need to know more about your data first.

geraldo
13 - Pulsar

@chay 

 


I had already sent the solution in another post

attached workflow

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