Forum Discussion
Generate a report where there are yearly cap on reimbursement for employees
Hi All, Need help with this. I was asked to create this report and am not able. Would somebody be able to help me with is last bit I am looking to perfect the report. If you look at the tab...
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)
