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Distributing Cost over multiple years based on start and end date

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    Distributing Cost over multiple years based on start and end date

    Hi,
    I am attempting to distribute costs (column A) in a table across years shown in columns D through M based on the start and end dates in columns B and C. So for example, a project starting in 2022 and ending in 2023 would split the cost evenly between column D and column E for 2022 and 2023.
    I have written the formulas seen in row 2 and 3, columns D to M. Row 2 uses cell references and row 3 uses table references. I have tested in a regular spreadsheet without a table and the cellular reference formula works. it seems to be failing to recognize the header dates in columns D to M correctly. When I evaluate both formulas, they calculate correctly but return a false match for the year in the header so return a 0. Can anyone provide a solution?
    Attaching a sample with rows 1 to 5 showing the formulas in a table and not working and rows 13 and 14 showing date outside a table and formula working.
    Thanks,
    Mark
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    Re: Distributing Cost over multiple years based on start and end date

    Try

    =IF(AND(D$1+0>=YEAR($B2),D$1+0<=YEAR($C2)),$A2/(YEAR($C2)-YEAR($B2)+1),0)

    Headers in TABLES are always TEXT so you cannot compare with a Excel date; the D$1+0 converts the header text to a numeric value
    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

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    Re: Distributing Cost over multiple years based on start and end date

    If your start date is in April, wouldn't you want to show only 3/4 of the full-year amount?

    Pete

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    Re: Distributing Cost over multiple years based on start and end date

    The costs do not need to be allocated that cleanly as these are construction estimates and the payment schedules will vary pretty wildly.

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    Re: Distributing Cost over multiple years based on start and end date

    Hi John, that worked great. Thanks so much.

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