Forum Discussion
Working out when a regular subscription changed from transaction lists
We have around 2000 subscribers, who are paying various amounts for a few services. What we need to do is find out when they upgraded thier recent subscription. This should be when their payments increased, Eg Form £20 to £22. They may also have multiple subscripstions. EG Pay £60 (£20x3) and changed to £66.
Eg in the tabe below that I would like to deduce is
- Joe moved to £22 on 1st April
- Sam moved to £44 on the 1st Feb
Can anyone help with a formula?
Transaction | Record | Name | Date | Amount |
1 | 1 | Joe | 01-Jan | £20 |
2 | 1 | Joe | 01-Feb | £20 |
3 | 1 | Joe | 01-Mar | £20 |
4 | 1 | Joe | 01-Apr | £22 |
5 | 2 | Sam | 01-Jan | £40 |
6 | 2 | Sam | 01-Feb | £42 |
7 | 2 | Sam | 01-Mar | £42 |
8 | 2 | Sam | 01-Apr | £42 |
11 Replies
- LorenzoSilver Contributor
in H3: =MAXIFS(Table1[Amount], Table1[Name],G3)
in I3: =MINIFS(Table1[Date], Table1[Name],G3, Table1[Amount],H3)
- scottybaxCopper ContributorThanks you for your really fast reply - I now have two solutions that work, thanks to the MS community. I fear however when I throw in some live data there might be some annomilies. (like if a person increased the subsciption level, but reduces the Number of subsruiptions. ie Was paying £40 (20X2) and changed to £22 (22x1)
- LorenzoSilver Contributor
if a person increased the subsciption level, but reduces the Number of subsruiptions. ie Was paying £40 (20X2) and changed to £22 (22x1)
Not sure I understand:
- Could you post a sample with the expected result?
- What version of Excel do you run + on which OS (Windows/Mac)?
- OliverScheurichGold Contributor
=INDEX($D$2:$D$18,MATCH(1,($C$2:$C$18=G2)*($E$2:$E$18<>$E$3:$E$19),0)+1)
You can try this formula. Enter the formula with ctrl+shift+enter if you don't work with Office 365 or Excel 2021.
- scottybaxCopper ContributorCan the new amount also be pulled back?
- OliverScheurichGold Contributor
=INDEX($E$2:$E$18,MATCH(1,($C$2:$C$18=G2)*($E$2:$E$18<>$E$3:$E$19),0)+1)
Yes that's possible with this formula. Enter the formula with ctrl+shift+enter if you don't work with Office 365 or Excel 2021.