Hi Karen,

The attached should do it for you. As dates are added in the 2024 column, sums will automatically appear for each officer and also for the grand total at the bottom. I've put the percentages just to the side for you and they work. If you wanted it to look more eloquent, it would be better to have the % calculations under the sum value per officer e.g. in a new row under L8. This would then be able to be completed for previous years too, however if the principle balance changes each year then this is not the best way to track all of this (as mentioned by Arvil in a previous post).

Hope that helps and if you are struggling with anything else related to this please ask away

Best wishes,
B

Attached Files

Plan.xlsx (21.4 KB, 8 views)