Move Formula Dependent On IF Statement

Apr 15, 2014

In the attached spreadsheet, I have data pertaining to the amount of money raised for a bunch private equity funds, and the dates when this money was raised.

For a little background, private equity funds raise money in various batches or "closes", so a fund may initially raise $5M in its "first close" and then in its "second close" it may raise another $5M or so. And then a "final close" would be the last time that fund would raise money.

I'm trying to figure out a way to move data in my "Fund Size" and "Fund Size Date" columns to the corresponding "First/Second/Final" close amount/date columns, according to the "Status" of the fund in my Column A.

Essentially, if a fund is either "Fundraising" or "Fundraising and Investing" status, then I would need the fund sizes and fund size dates to populate in the corresponding columns left to right.

And then if a fund is in "Investing" status, the most recent values (or those furthest right) would need to appear in the "Final Close" columns.

Fund Closes.xlsx‎

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