Hi Tim, welcome and thank you for your question. My name is ***** ***** I am glad to assist you today.
Can you please send me a sample of your Excel file so that I can directly work in the needed formula? Just save a copy of the file, then delete sensitive info, then use the Add Files button to attach it when you reply.
Please let me know by replying to me here so that I can help you further.
I do not see an add file option,
Thank you for the sample file. Give me a moment to check it
I got the file and it appears to be straightforward. Now my question is, do you want it to be dynamic by using the TODAY function in column D? That is, when you check or open it by December, it will be calculating FOR December.
No, I will supply the as of date in a certain fixed field. Thank you.
Ok. In your sample file, let is look at the first row, and that is cell D4. What is the correct computation? Is it 12 months? That is, the end date is 9/30/2015 and it has been 12 months up to this current date. Please confirm if 12 months is correct.
Can you please tell me why the first row is 0? What is the basis of the computation?
As of 9/30/2016, zero months of the date range 10/1/14 to 9/30/2015 occurred in the year 2016.
If the as of date were 09/30/2015, the months occurring in 2015 would be 9.
Ok. Give me a moment to build the formula for you
Please check the formula I created for you:
If there are unwanted results, please let me know so that I can fix it.
Jess, please see two cells below. Expected answer is 9, but I get -3 and 3. Please advise. Thank you for your work so far.
Ok, let me fix this for you
HI there Jess, any updates? Thank you.
Sorry for the late reply. I will complete the formula in a little while when I am with my computer with the Excel. Thank you
I'm still working on your Excel file, rebuilding the logic of the formula.
Here is the download link of the completed file:
I hope that helped. If you need further assistance, please let me know so that I can assist you further.