SharePoint List Calculation
Hello, I am looking for assistance please. I have a sharepoint list for reimbursements. Once the data comes through to my list I then manually select the date when I process the refund. I am trying to create another column that highlights the reimbursement obligation once processed (0-3 months = 100%, 4-7 months = 75%, 8-12 months = 25% and after 12 months = 0%). How can I do one column to show the repayment obligation percentage based on the time it was processed and then a separate column to show to calculations and sum from what is owed. E.g. $800 was processed as a refund on 30th January 2024 so the Reimbursement Obligation will show it is in the 4-7 month (75%) category and then automatically calculate that the repayment amount at this stage is $600. These percentages and amounts will change as time passes until eventually they will owe $0 after 12 months. How do I do this? Thank you!
Hello, I am looking for assistance please. I have a sharepoint list for reimbursements. Once the data comes through to my list I then manually select the date when I process the refund. I am trying to create another column that highlights the reimbursement obligation once processed (0-3 months = 100%, 4-7 months = 75%, 8-12 months = 25% and after 12 months = 0%). How can I do one column to show the repayment obligation percentage based on the time it was processed and then a separate column to show to calculations and sum from what is owed. E.g. $800 was processed as a refund on 30th January 2024 so the Reimbursement Obligation will show it is in the 4-7 month (75%) category and then automatically calculate that the repayment amount at this stage is $600. These percentages and amounts will change as time passes until eventually they will owe $0 after 12 months. How do I do this? Thank you! Read More