Hi,
I want to create the following logic with the below table:
a. If Prep start month and year is more than Current month (Col. H - Dec'20), then 0
b. If a is false, then only check Responsible person. If responsible person is CEO, then 0
c. If a is false, then only check Responsible Person. If responsible person is Product Manager then 1.
Attached a screen shot for better cell reference.
| 1 | Prep Start Month | Responsible person | Cuurent Month Dec-20 | ||
| Type 1 | Short term Savings | 01/02/2020 | CEO | Formulae here | |
| Type 1 | Digital Gold | 01/11/2020 | CEO | ||
| Type 1 | RD, Mutual Fund for mid/long term needs | 01/09/2021 | CEO | ||
| Type 2 | Retirement Fund | 01/01/2022 | Product Manager | ||
| Type 1 | Loan against Savings | 01/03/2021 | CEO | ||
| Type 3 | Hospicash | 01/04/2021 | CEO | ||
| Type 3 | 3 Wheeler Insurance | 01/10/2020 | CEO | ||
| Type 3 | 4 Wheeler Insurance | 01/10/2020 | CEO | ||
| Type 3 | 2 Wheeler Insurance | 01/10/2020 | CEO | ||
| Type 3 | Group Mediclaim | 01/05/2021 | CEO | ||
| Type 3 | Sachet Insurance | 01/02/2021 | CEO | ||
| Type 3 | Term Insurance | 01/10/2021 | CEO | ||
| Type 3 | Accidental Insurance | 01/10/2021 | CEO | ||
| Type 4 | Edu finance | 01/11/2021 | Product Manager | ||
| Type 5 | Aggregator for specific products | 01/05/2021 | Product Manager |
