Forum Discussion
Generate a report where there are yearly cap on reimbursement for employees
just4usam I built a sample solution that simplifies your formula and breaks it apart. The revised column uses a reference table to determine when a max value condition is met. The running column applies a running sum to see if the previous data entry has met the max value condition.
There are two situations that are still unclear.
1. The Months are not ordered chronologically, which will be problematic for the running total.
2. How should the running deal with the situation when wellness was 170 the month prior and 81 in the current month? Should it subtract be 0 or sum to 200? (example highlighted in green)
Thank you for taking the time out on this
on the situations you have mentioned:
a) the month column needs to be chronologically ordered
b) Since the wellness category has a monthly cap, the formula needs to give an output either the value itself if its less than 200 or display as 200 if the value is more than 200.
