I have salespeople who I want to pay a bonus to but I've also offered them a bonus on how much the salesmen they referred to the company sell and this goes like a pyramid down 3 levels.
so I have a list of salesmen next to there name is how much they have sold then who introduced them. from this I need to make a list of each salesman and below all the people he introduced and the people they introduced with the sales in the cell next to them.
To show how it could look I've done an example above of the information I need for tom, as you can see all the data is in the first 3 columns and tom needs to show that he introduced bob & Sue, but because Bob & Sue also introduced someone, tom needs to show he was involved in this as well and jo, terry, mark need to show, preferably in a different column as the bonus for them is lower.
I've been tasked with creating an updated booking system for a company which offers projects / services to the educational sector (UK Primary Schools.) I've done an alright job at augmenting their current Excel based system, but I would like to take it further so that the system is more all encompassing.
Currently, the booking form is filled in when a booking is made and the data from that is populated into their copy of the contract and our copy of the contract using simple "=" and to a certain extent, the text on the contracts is manipulated based on the booking form data using "IF" functions.
There is a basic macro which removes excess lines from the contracts if they aren't used, but that's about it. The difficulty we're having with the current system is that a lot of our projects are bespoke, happen over more than one date, and require a lot of manual manipulation in order to get them ready, which sort of defeats the object of having a 'clever' booking system.
I don't know very much about VB, but the sort of thing I would be looking to integrate is having drop down lists to select a 'project' which would load project-specific text into the contracts area. Also, instead of having to remove lines manually, I would like the data to be 'dropped in' creating rows as appropriate.
I am trying to analyse, in a set of data that how many followup made by a salesman between a particular set of dates. I've attached a sample. In this example I differentiate between people if the name and age are same. I know that it is possible with formula 'countifs' but how?
I have a nested if formula that isn't working and I know there is a real simple fix. Here is the situation: If Company A (A1) and Company B (B1) both have indices greater than 125, I want that to show that in my recommendation. For example: I used if(A1>125&B1>125,"Company A and Company B",if(A1>125,"Company A", if(B1>125,"Company B","None"))). For whatever reason, the first nested if statement isn't working correctly. what I am doing wrong with this if/and statement?
Suppose, if the user writes 7 in a cell, then the pyramid should have 7 rows. The first row will have only one "*" the second would have 3 "*"s and so on... and yes, the whole structure should look like a pyramid.
I want to match the quantities of buy and sell appearing the same line but in different columns based on FIFO. In case of mismatch, the excess quantity should be transferred to a new line below the same column in which there is a mismatch.
So i have many different list of items that i have supplied, pretty much shopping lists. I am now trying to create an inventory of my warehouse and i would like to see what i should buy more of and less of. is there a certain table or template or something i can plug in all my lists and have excel break down all the data and tell me whats what on all my info. i have about 45 different lists and each list has an average of about 150 line items.
Engineer name, attended site(date), report received(date), commercial/heating and bonus(gbp)
Engineers will only get a bonus if they send the reports in 1 day after attended site date for commercial, and 2 days after for heating. If the report is received past this window, they do not get a bonus!
Weekends do not count as a day!
This should be on one row per engineer. I then want to see how much "John Doe" is owed in any given month...
I am looking for a formula which will calculate a sell price with 20% profit after taxes and costs. I need it to factor in a fixed shipping cost (eg £10), a 7.5% Amazon fee of the sell price, then 20% tax of the sell price. I currently have a formula which essentially does this but as I'm not good with Excel it requires me to input all the values every time which is not practical considering our large inventory.
I am a bit of a novice with excel. I have created my own sales tracker where I get two forms of bonus.
Sheet 1 I have with all my sales. Based on the amount of sales I do I get a set bonus for each amount. Sheet 2 I have for all the sales that progress.
They also are on a value basis- for every sale I get a certain amount of bonus. I have 2 cells calculating the amount of points. I was wondering if there was a way to have the cells calculate from the bonus table what i would get without me adding it up manually.
Sheet1 is booked leads.H3 calculates the total amount of points. Sheet 2 is the paid occurences. F2 of that sheet is total points. Sheet 3 is the bonus structure.
I am looking to put all the information in sheet 1:
Booked Bonus Occurred Bonus Total Bonus
Bonus structure is as follows:
Booked Payout Table Occurred Payout Table Net Points Total Bonus
I am updating a sports competition ladder. There are two aspects to compiling the table I would like to automate but have been unable to find out how via the excel documentation.
The aspects are.
1. When a team loses by a margin of seven points or less below the total points scored by the winning team then the team is awarded a single "1" bonus point that contributes to their overall competition points tally. 2. When a team scores four tries or more they are likewise awarded a bonus point.
I require formulas that will automatically calculate the bonus points into a cell.
Situation One cell 1 = Points For (eg. 17) Cell 2 = Points Against (eg. 24). In this instance the team did not win. They scored 17 points and the winning team scored 24 points. Therefore the team lost but lost by seven points and is therefore entitled to one (1) bonus point. SOLUTION NEEDED - I need a formula that will calculate whether cell 2 is seven or less than cell 1, and if so automatically place a total of "1" in cell 3.
Situation 2 Cell 1 = Tries Scored (eg. 5) In this instance the team has scored five tries. They have scored more than four tries or more and is therefore entitled to one (1) bonus point. SOLUTION NEEDED - I need a formula that will scan the number in cell 1. If this number is 4 or more, then a total of "1" should be automatically placed in Cell 2.
I have looked into the excel help but to no avail and the search terms are so broad it was a nightmare trying to search the forums.
I have a file to calculate bonus based on productivity. The bonus percentage is dependant on productivity percentage and the category of employee. I have given in the below attached file, the range of productivity% and the bonus % for each category. I want to build a formula, to get the bonus % in a seperate table. I tried to do the same using "If" condition, but its not working, as the number of nested IFs are going beyond 7. I have highlighed the column where I want to calculate the formula.
I have created a population pyramid and want to add another chart on the secondary axis which I can do. The part which I seem not to be able to complete is getting the line chart secondary axis to read from the primary y axis. It seems to add a new axis, even when I delete this the line chart does not read correctly.
This is a new payment status sheet that my company has put together to use with future clients. There are a few things that we would like fixed but can not figure out ourselves. I have attatched the document along with some notes as to what we can not get to work.
I would like to be able to choose a month (from a drop down menu), then choose who the payment will go to ie. creditor (from a drop down menu) ie. car, truck, cc payment, as a result of those selections, then enter the amount of the payment, and finally the ending balance will appear. I have the drop down menus in place and I have all the balance calculations in place. I could use the spreadsheet that I have but I only want to see the below info. Plus I don't know how to link or lookup this data to the stuff I've already created.
Select Month: Select Creditor: Enter Payment: New Balance:
I have already set the sheet up calculating the balances after a payment has been made. I know how to hide all the formulas, but I don't know how to get it to so that you choose a month, then creditor type (from drop down menus), and payment so that you see a new balance. I only want to be able to link or lookup the month, creditor together so that a payment can be made to that cell that I've already established. As a result, then that cell can be shown in the new balance.
Not sure if this is the correct section for this kind of query but I'd like some assistance with a calculation that I can't seem to figure out.
Essentially it's for calculating night payments for our employee time-sheets. Our staff have very sporadic shifts and are paid extra for working between the hours of 00:00 and 06:00, basically when employee's enter their start and end times I'd like the spreadsheet to automatically calculate how many hours they have worked between those hours, I imagine it's very simple but I cannot figure out which function to use.
To complicate matters, because staff can work shifts which start on one day and finish the next we work on a 48:00 clock basis so its' not only between the hours of 00:00 - 06:00 where they qualify for night payments but also from 24:00 - 30:00 if that makes sense?
I am trying to set up payment record sheet as follows
First Tab: This is the total value of each item, with the payment date in cell C1
Second Tab: Is the payment date of the item
Third Tab: Is the payment due tab
So what I want to do is enter the payment in C1 on the first tab. Then on the second tab I want to enter all the items that want paying on that day, but this will also have previous payment dates shown as a sort of record of what was paid on what day.
On the third tab I want it to show all the payments that correspond to the same date as C1 DATEVALUE
And on the gross tab I want to show all payments to date including the current date.
I have got the payment date to work but I cant get it to show all the previous values.
I'm currently developing a model for a payment schedule. For example, lets say a customer purchases an item from a store, but the store receives that payment in the following month. I'm looking to develop a dynamic model so that if I change the assumption from 1 month to another term (2,3,4+ months etc.) the model will adjust accordingly.
I've started with a formula
But of course this will not work once the term is set to larger than 1 month. With B14 representing 1 month, and G11*B13 being payment information (price * quantity).
I have a list of several hundred loan recipients who are all starting to pay their loans back on different dates. I am able to get the calculation to work so that I just need to put in the start date and excel works out the other 5 or 6 payment dates.The problem is, some people pay back on the 29th, 30th of the month which is giving me a headache when they are supposed to pay in February. The formula I am using calculates the next date of payment to be on the 3rd March (skipping the February payment all together).
The formula I am using is : =DATE(YEAR(A10),MONTH(A10)+1,DAY(A10))
I have a situation where I need to highlight different customers based on what there terms of payment are. Conditions 1 and 3 seem to be working fine but for some reason condition 2 is not working at all. I made sure all names are exactly as listed in the A2 cell....
I used erecord the other day to do my activity statement for the first time (I have just started a home based business which has not yet started trading but I had to send the BAS for the purchases that I had made for the business) and it was quite easy to use and you can send it electronically to the ATO which saves a lot of hassle particularly as I am very not accountancy litterate. However I am trying to develop an expenses/payment spreadsheet similar in function to erecord but that allows me to categorise the inputs.
My headers are: Date Cbookref = (drop down validation box) similar to a chart of account # Category = ie - advertising accounting fees etc.. uses a look up function with cbook ref to populate field Description .........................
I'm working on a report where i need to find the last date a payment was made by a certain client. The problem is that not all clients have the same amount of payments so I cant just choose a payment number in my formula.
i have myself a table on the left is all the members names and along the top are 12 dates (1/1/07, 1/2/07 etc).
In another sheet i have a drop down box for the name of the person and a dropdown box to select a date and then a space to enter the amount paid so i need a macro that will find the name and date i selected from one sheet and take the amount paid into the other sheet and insert the amount in the correct place.
If it is unclear what i mean i will post screenshots tomorrow.