Monthly calculation based on start and finish date

markm5

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[FONT=&quot]Hi,[/FONT]
[FONT=&quot]In my data table, I have an amount as well as a start date and a finish date. eg $100,000, April 1, 2018, November 15, 2018.[/FONT]
[FONT=&quot]I would like to calculate an allocation of the amount on a straight line basis for each month between the start and finish date using a pivot table. eg. April should be 30/229 X 100,000 = 13,100. I know I can do this directly in excel using if statements, but would prefer a more elegant solution, preferably using a pivot. FYI, I am an intermediate pivot user and have some familiarity with Power BI/DAX, etc. Thank you[/FONT]
 
Hi and welcome
I don't think you can do this with a pivot table and it's not clear which benefit it would bring if possible.
This ca be solved easily with some formula as the daily allocation would be something like =100000/datedif(start_date,end_date,"d")
Depending on your layout the monthly allowance can then be calculated easily.
Perhaps post a small sample sheet with some data and desired results ( click " go advanced - Manage attachments")
 
Not sure why a PT would be required.

Excel 2016 (Windows) 32 bit
A
B
C
D
1
01/04/2018​
15/11/2018​
100000​
14286.71​
Sheet: Sheet1

Excel 2016 (Windows) 32 bit
D
1
=ROUND(C1/DATEDIF(A1,B1,"m")+IF(DATEDIF(A1,B1,"md")>0,1,0),2)​
Sheet: Sheet1
 
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