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June 25, 2016
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Hi excel genius,
I want to track medicare in excel,how can i?
my company has grant medical allowance only $500 per year.
For such case In June a sale man has claim his medica 46.25$, how can i track his claim to follow up he does not over claim in the year from Jan to December?
Thanks in advance
(Note i want to track from Jan to Dec because medica can claim full year but not exceed amount 500$)
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April 21, 2015
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So you want to be able for each person to keep up all claims and then automatically see if the 500 border is not crossed?
How many claims can a person make in a year?
June 25, 2016
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Hi,Frans yes,a person can claim 500$ in a year
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June 25, 2016
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My suggestion.
(1) Analysis of claims for the year
Use a Pivot Table. It is the fastest and easiest way to analyze data
(2) Make sure total claims for each person does not exceed 500 in a year.
A filter of your data should be able to tell you the claims to-date for a particular person. In the column where the claim is, do not use SUM() to total.
SUM() includes all amount (including filtered data). Use SUBTOTAL() instead. eg=SUBTOTAL(9,B2:B100) as SUBTOTAL will only total the visible data.
You will then be able to see only the total for the particular person.
Hope this helps.
June 25, 2016
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Hi Sunny,could you upload some sample file?
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