Set Up Spreadsheet To Calculate Margin On Stock Positions
Nov 16, 2011
I am trying to set up a spreadsheet to calculate margin on stock positions.
There are 3 tiers, based on number of shares. My example:
400 shares in held in total.
1st 200 shs margin at 10%.
next 100 shs margin at 20%.
everything above 300 shs (ie 100) margin at 30%.
The 400 shs may be made up in any number of ways, (ie lots of smaller amounts) and i need a formula to give me the margin amount on each position, flexible enough for when positions are added / removed.
I've been looking at SUMPRODUCT but can only seem to make it work for the total, not each individual position.
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Sep 10, 2008
I have a table with daily sale entries and margins. I want a formula to calculate my sale and margin between certain hours.
The original data table is below.
Data table:
ABCDEF1DateHoursQuantityUNIT PRICESALEMARGIN201/07/0810:351-4,00-4,00-4,00301/07/0810:35122,0022,0010,05401/07/0810:5016,006,001,80501/07/0810:5016,006,001,80601/07/0811:0313,803,802,00701/07/0811:0316,806,801,67801/07/0811:0415,005,002,64901/07/0811:0733,339,993,901001/07/0811:0735,0015,008,071101/07/0811:1016,006,003,971201/07/0811:1115,605,602,971301/07/0811:1316,006,003,971401/07/0811:1412,602,601,831501/07/0811:1412,602,601,781601/07/0811:21111,6011,606,401701/07/0811:2226,0012,006,821801/07/0811:2413,503,501,471901/07/0811:28111,6011,603,952001/07/0811:4115,605,602,902101/07/0811:4115,605,602,902201/07/0811:42118,8018,806,722301/07/0811:4417,807,801,612401/07/0811:4523,507,002,942501/07/0811:4712,002,001,532601/07/0812:0113,203,201,84
The results I need:
ABCD1DATESALE BETWEENSALEMARGIN201/07/200810:00 TO 11:0030,009,65301/07/200811:00 TO 12:00148,8970,04
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Jan 25, 2005
I have a price sheet for my store in Excel. I want to make the spreadsheet easy for my sales people to use to calculate differing profit levels. I'd like to embed a drop down box at the top (I can do that part) that they can select, say, 10%...20%...30% markup. I know how to do that basic formula. I don't understand how to link that formula to a number selected in a drop down box. I don't know how to make the prices change based on the value selected in the drop down box. I can't do vlookup because it's about 1500 lines long. Also, it doesn't have to be drop down box based--that's just the idea in my head. I tried just making a macro that would run when they hit the button, but when the macro runs it switches the focus back to the top, very annoying if you were looking at prices on cell D811.
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Sep 12, 2013
I need to develope a macro for Excel to calculate desired profit margin depending on our cost of each item. Here's the scenario.
A1: landing cost
If 0
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Jun 23, 2010
Is there an excel formula that can calculate a proposed selling price by entering a desired profit margin percentage and knowing the cost of goods sold?
I know that gross profit is calcualted by subtracting the cost of goods sold from the selling price and that the gross profit margin is calculated by dividing gross profit by the selling price..but not coming up with a way to back out a selling price by just knowing the cost of goods sold and entering a desire gross profit margin?
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Feb 2, 2009
I have an opening balance colum for the month(I5), then a colum for receival stock for each week in the month + total of stock received for the month(O5), also a colum for delivered stock for each week in the month+ a total deliverd for the month(U5). I wish to then calculate the closing balance in (V5)
Therefore the simple formula =(05-U5)+I5 with the product dispalyed in (V5)
opening balance 3 units(I5) receivals =0(O5) deliveries = 3(U5) closing balance should equal =0 (V5). However the product displayed in V5 is incorrect and shows 6
What am i doing wrong? what formula will give me the correct answer to this equasion?
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Mar 27, 2009
I have two spread sheets from one of our suppliers, one was issued in 2008 and the other 2009. The newly issued sheet has about 400 extra items. How can I identify these new items of stock easily. I have attached both sheets for you to look at.
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Feb 22, 2009
I've set-up a basic stock control spreadsheet. Part of this requires updating prices of products. My approach was to use 3 columns A,B & C. C would show the current unit price of a product. Where there is a change in price this would be entered in A which would then result in a new average unit price to be calculated automatically in C. When ever this change occurs i need the then 'old' price which was in C to be shown in B aswell.
I've tried using various averaging formulaes but i'm thinking they were probably to basic or just plain wrong
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Mar 12, 2014
Trying to think of a formula that will tell me the number weeks stock I have,would like to put the formula in h6 and copy across giving me the weeks stock
Green line is sales, yellow balance stock
EX1.JPG
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Sep 3, 2008
I have a spreadsheet which uses MS Query to import data from our MRP System. This Spreadsheet has all new orders and qtys required per sales order etc. Each Part number may have several sales orders and different qtys for each. I am looking for help to write a fomula which looks the required qty`s for each sales order & part and check another sheet which has all the avaliable stock to sell on it and populate a column next to the qty req`d with what if anything is available.
Both the orders sheet and the stock sheet are MS Queries which refresh at a given interval so cells may change position.
Cutdown Example of Orders Sheet.
Sales Order No. ¦ Part ¦ Qty Req`d ¦
--------------------------------------
1234 ¦ Apple ¦ 12 ¦
6777 ¦ Apple ¦ 16 ¦
7989 ¦ Pear ¦ 4 ¦
cutdown Example of Stock Sheet.
Part ¦Qty in Stock ¦
----------------------
Apple ¦ 12 ¦
Pear ¦ 3 ¦
Now the fomula should bring back the following
Sales Order No. ¦ Part ¦ Qty Req`d ¦ Qty Avaliable ¦
----------------------------------------------------
1234 ¦ Apple ¦ 12 ¦ 12 ¦
6777 ¦ Apple ¦ 16 ¦ 0 ¦
7989 ¦ Pear ¦ 4 ¦ 3 ¦
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Jan 8, 2010
We run a fairly small start-up company and I would'nt mind knowing if it was possible to have some kind of stock control system on 'worksheet1'. On 'worksheet2' have some kind of 'Till Style' GUI interface where you can input the products the customer purchased. And then maybe of 'Worksheet3' have a printable recipet which you can hand to the customer.
Of course the idea would be for what-ever is purshased via the 'Till-Style' GUI on 'worksheet2' to alter the stock QTY on 'worksheet1'.
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Aug 7, 2012
What is the easiest way to have a cell update with real time stock quotes for a particular stock?
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Jan 8, 2014
I have created a stock sheet on Sheet1, i have say 100 items and each item has a min and max stock order. Once the item hits a min low, the last cell (O) will display an order needs to be placed.
I was wondering if there way a way that on sheet2, it can calculate all the data on sheet1 and if there is stock that needs to be ordered, it will appear on sheet2?
This way i can just print sheet2 and send it to the supplier without having the entire 100 items displayed -if it does not need to be ordered?
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In the attached example I need to insert a row each time the data in column 2 (name) changes, this is the value I have calculated which in this example is 7. So in this attached file I need to insert a row in row 2, row 9 and so on etc. But this is what changes depending upon the "Product" held in colum 1.
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Sep 11, 2008
I have a complicated one here (at least for me)...
I have a very simple sample spreadsheet showing exactly how I'd like it to work but couldn't find out where to upload it? I can upload or send to you privately, if need be? May make it much easier to understand the desired end result.
I want to populate as follows:
Column A: "IN TIME"
Column B: "NAME"
Column C: "POSITION"
I have a date in cell D1 - today().
I need to search for that date in a column between range AA2 and BN2. When it finds the date (let's say it finds a MATCHing date in AA2), it will then search that entire column cells AA30:AA1920 and look for "server". When it finds "server" it will then grab the in time which will always be 4 cells directly above where it found the position ("server"), and then the name of the person, which will always be in column X, 6 cells above the position.
There will be multiple instances of "server", and I want to populate the columns A, B, C with all the servers it finds first for that day with their name, in time and position. then a blank row.
Then, I want it to find "Bar" positions using the same formula and method, and populate that right below the server data, then find "line", etc.
Ultimately, I'm trying to make a daily staffing plan, where all the people that are working on that date, it will show their in time, name, and position in columns, A, B, C as far down as necessary.
However, I'd like them auto grouped together by position, so I'd like the formula to somehow populate all the servers first, then all the bartenders, then hosts, then line, etc.
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Jan 3, 2010
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So, the questions are…
What part of the workbook is slowing it down?
Here is how the tabs breakdown:
NOTESJust text no formulas
DATA20,000 Rows
1 formula of conditional formatting (Covers entire 20,000 rows and all columns except A)
4 columns with formulas (2 using VLOOKUP, 1 using SUMIF, 1 simple addition)
REPORT2 pivot tables linking to DATA
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Jul 21, 2012
create a macro that will find and calculate based on the details of 4 columns on the same spreadsheet.
Basically, here is what I need to do:
1. Need to calculate how many QTY IN (Column F) and PALLETS IN (Column I) of a specific PART# (Column A) and LOT CODE (Column B) For example if enter a PART # and LOT CODE, it will calculate how many QTY IN and PALLET IN of that PART # and LOT CODE.
2. Need to do the same for QTY OUT (Column G) and PALLETS OUT (Column J) also.
3. Output should contain the PALLET # , QTY IN and PALLETS IN based on the PART # and LOT CODE search. I just want to simplify the search function in this spreadsheet because it is very cumbersome if you need to find how many items left for that PART # and LOT CODE.
Attached is the spreadsheet..
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Jun 1, 2013
Using VBA, how would I move an existing shape object over to the righthand margin?
I suppose what I need is something like:
VB:
ActiveSheet.Shapes("Picture 1").Left = activesheet.margin.right - ActiveSheet.Shapes.("Picture 1").Width
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Apr 20, 2014
I put my margin in G6 of the data sheet and the cost are the numbers on the Mail Rates sheet.
cost/(1-G6) and then round result up to next .25
=VLOOKUP(Calculator!E6,'Mail Rates'!A2:D32,Calculator!D6+1,FALSE)
I am using the vlookup above to bring the mail rates to a calculator. I want to add a margin to the mail rates before they reach the calculator.
The margin amount is in G6 of the "data" sheet and the margin formula is "mail rate"/(1-G6)
I would then like to round the result up to the next .25 dollar
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Oct 17, 2013
This is the Case:
I Produce something with a €2000 cost price. this is variable.
I Sell it for lets say € 2500,- to someone this is also a variable.
That's makes a Profit of € 500,- on the sale. This is 125% revenue
Until here, no problem using a spreadsheet. but now the difficult part.
I have to split of the 25% margin over 2 persons. This has to be done as follow:
a. The first slice is 2,25 for Mr A
b. The second slice is 15,00 for MR B
c. The Third Slice is 2,75 for mr A
This divides 20 of the 25 % over 2 persons. Still 5% margin remains
The last 5 is devided as follow:
d. 85% for MR A
e. 15% for MR B
So in this case:
MR A receives: a:€45 + c:€55+ d:€85 = €185,-
MR B receives: b:€250 + e:€15 = €265,-
The tricky part is when the margin is less than 20%.
for example; If the margin is 14%. than only slice a. and a part of slice b. an be paid off. so in that case;
MR A receives: a:€45 + c:€0+ d:€0 = €45,-
MR B receives: b:€230 + e:€0 = €230,-
Any formula which calculates the revenue for MR A and B automatically based on only the cost and selling price.
A B
1 Cost price - €2000
2 Selling Price - €2500
3 MR A - €185,-
4 MR B -€265,-
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