Forum Discussion
Prorating Value by Month (Based on Start and End Date)
Hello, I'm hoping the Microsoft community can help me solve this problem that I simply cannot wrap my head around as to how to create the formula I need to solve the issue. I have an annual v...
Thanks for making your original file available on OneDrive. I've looked at it, and need to ask a question or two before trying to answer. I notice (as you no doubt have as well) that you've had 80 some views but no replies. I suspect it's because what you've given us raises questions like these:
- What are the initial not pro-rated numbers? (it would help clarity if you had a column before the two Start and End date columns that showed that.)
- Why, for a number that appears to start and end within 2024 are there any values at all showing in columns D and E, for 2025 and 2026 respectively? That contributes to some of the confusion here.
- Similarly, why does the line for a number that begins and ends in 2025 show a pro-rated number in 2026?
- And maybe the biggest unanswered, underlying question of them all: WHAT is this all about anyway? What are we pro-rating? Balances? Payments? Withdrawals? It always helps to have the bigger picture, the framework within which you're trying to use Excel,, the purpose of the spreadsheet in the first place.