I am trying to automate something I've been doing manually. Let me explain.
1.) I am givien information about fees associated with a mutual fund product. A sample is reproduced in F4:F8.
2.) Next, this information is entered into the table. See A4:D12.
3.) Finally, from this table, I must calculate the fees associated with various account sizes.
4.) I did this manually in cells G15:G16 for 2 different account sizes.
I am looking to setup a formula to calculate a Fee that is based on the number of users of a service in a month, with the rate varying by the number of users. The first million users in a month will bring in $0.40 per user, for users 1-4M it will bring in $0.30 per user, for users 4M-7M it will bring in .20 per user, and for users beyond 7 million it will be .10 per user. So for example, if a user count was 9 million in a month, the calculation would be ($0.40 x 1 million) + ($0.30 x 3 million) + ($0.20 x 3 million) + ($0.10 x 2 million). I know the answer to the problem is obviously $2,100,000 but I can't build the formula that solves that and can handle instances where the user count is capped in one of the individual brackets. (IE if there are 3.5M users)
I've attached an example spreadsheet : Variable Fee Schedule.xlsx‎
I am trying to build a spreadsheet to calculate referral fees paid to our agents. These are sliding scale fees and I need the formula to consider both the high and low range of the project value. For example we pay a certain percentages for sales in the following ranges:
Up to $5,000,000 (I got this one to work)
$5,000,001 to $7,500,000
$7,500,001 to $10,000,000
$10,000,000+
I assume the best way to do this is with an IF command but I only know how to use it for a single value, not a range. Also, if the statement is not true, then return $0.
See the attached spreadsheet and the comment boxes inserted containing my questions.
View 10 Replies View RelatedI am an office worker in a (very) small business, and so we use excel as a simple database, which covers our needs easily. In particular, we use a sheet as a register of fees. The question I have involves the creation of a macro to find over-due fees.
The format of the sheet is:
A.Invoice date | B.Reference code | C.Client name | D.$$ cost | E.Due date (always 14 days from invoice date) | F.Payment received date | G.$$ Received
At current, when a fee is overdue, we manually check the list for unpaid fees past the due date and highlight them (generally yellow) and then copy and paste these to a seperate sheet (same book). I believe this could easily be accomplished with a macro, but I am not at all fluent in the coding.
What I believe the macro would require to do is sort through the list (first invoice in row 4), Check ifblank for column B (to make sure a fee exists), then check current date against due date. If 'overdue', check that G=D (received = cost). If not, highlight that row and copy to row 1 of new sheet. then return to fee sheet, move down a row, rinse and repeat untill out of fee's.
If column B is blank, then it might be the 2 row gap left between each month, so it would need to check ifblank for 3 consecutive rows before ending the macro.
If due date is blank (which happens sometimes because we enter drafts into the sheet, and just leave the dates blank until we send them out, but still has a ref code) then it should count as 'not overdue' and move on.
I think it'd be better as an on-click macro rather then an automatic macro, since it only needs to be done at certain times, not every time we fiddle with the sheet a bit. Being on-click, it could even use the same sheet to copy all the overdue's to (rather then create a new sheet every time), as long as it 'select all - delete's it before copying the new things.
Thanks for any help. I signed up just to get this help, so I deeply appologize if I have broken some sort of policy or rule.
I am using Excel 2007. I want to create a graduating schedule to figure fees. For example, $10 per thousand for the first $500,000. $13 for the next $2,000,000, etc. I have tried to understand the IF function but am not sure if this is the correct one to use.
View 9 Replies View RelatedI am attempting to calculate commission (J2) based on the data entered in cell D2
1. The total fees (H2) is a part of the calculation. It represents a value from .5% to a maximum of 3%.
2. If the Loan Description is specifically ‘80/20’ then 80% of the Loan amount is used in calculating the commission. (note: ‘80/20*’ is also a valid entry). Otherwise the total loan amount is used.
D E F G H I J
Loan Dsc. Int. DSCNT% Y-S-P% Fees Loan Amount Commission
80/20 7.52.0 1.0 3.0 $137,403 $4,122.09
I attempted this formula and obviously it’s incorrect:
Calculating Commission (J2)
=IF(H2=" "," ",=IF(D2="80/20",(I2*0.80)*(H2*0.01),I2 * (H2*0.01))
1. If H2 is blank then TRUE enter a blank
2. FALSE: H2 contains a fee rate then calculate the commission Commission Calculation: If the Loan Description is 80/20 then take 80% of the loan amount and multiply it by the rate fee amount (as a percentage) to get the commission. If the Loan Description is NOT 80/20 then use the whole loan amount in the calculation.
I don't want to appear too expensive or give my products away. If I have a part that costs me £20.00 plus vat i.e £24.00. I have to include carriage £5.00 plus vat i.e £6.00. Ebay fees for car parts including PayPal is 10%. How much would I charge to retain 20% percent after all fees and charges and what formula would I use to make the calculator.
View 2 Replies View RelatedIs there way to calculate the Standard Error within the Pivot Table using SE= StdDev/SQRT(n)? I've been doing it along side the pivot results, but it is really cumbersome.
View 1 Replies View RelatedI created a pivot table, but having a bit of difficulty. Here is what it tells me to do....
"...pivot tablet that calculates the number and average salaries by position."
I had no problem included in the table the average salaries by position, however I can't figure out how to calculate the number as well. It's apparently supposed to be another column since the instructions tell me to change the label above 'count' to 'number'.
I have attached a simple test file. The data tab has two columns in the pivot range. The third column is _not_ in the pivot range, but is there to show the result I'm trying to get with the pivot.
The idea is to count the number of people whose entry dates are greater than 2/1/2009. My third data column gives a correct result, but a similar formula in the calculated field of the pivot table gives a completely wrong result (a date), where my goal is to generate a zero, a one, or a sum of zeros and ones.
It could be a formatting issue, but that would not explain why all the pivot results have the _same_ wrong answer.
I'm new to PTs and calculated fields, and expect I've made a naive mistake that an expert could easily spot.
I have a pivot table in which 50 rows data and each row contains in the end %age. End of report i get grand total but it sums the percentage column. I need to calculate percentage in the end of grand total. How can i get it.
View 3 Replies View Relatedlooking for a way to run some pivot tables on a large data table. Would like the result to show some different data extraction from the same field / column. The table is customer survey results for my employees, and the fields in question can have values from 1-5. I would like to finish the pivot table with all of these fields:
Row: Name (ok, that part is easy)
Data fields:
% of entries (column 2) that are 5
% of entries (column 2) that are 4 or 5
% of entries (column 2) that are 1 or 2
# of entries (column 2)
% of entries (column 3) that are 5
% of entries (column 3) that are 4 or 5
% of entries (column 3) that are 1 or 2
# of entries (column 3)
I'm hoping this is something I can do with calculated fields, but haven't been able to figure it out. So far all I have is a 'Count' function in the pivot wizard for the # of entries, but I'm not getting the % of entries at all. Column A = Name, Column B = 1st metric, Column C = 2nd metric. Fairly simple layout, but I have a small sample file I can attach if that's not explanatory enough.
With Pivot Tables, there is the ability to add Grand Totals to Rows or Columns, but I want to add Averages to the end of the row instead. Can this be done? I have tried Calculated Fields but can't get the right result. Auto Merged Post;Hi again,
After I posted this I found another similar post, where the answer was that the "Average" calculation has to be done outside the pivot table, ie. there seems to be no way the pivot will give averages for rows, only grand totals.
If this is the case then I will have to work around it.... I was hoping it could be done within the pivot because I have graphs linking to the pivot and they all go spak when I update the pivot with different data. The number of columns will change all the time, meaning the average will need to be reworked. Just trying to save time!
So I am running in to a large brick wall! I have a single pivot tablet with a column for items received and then a column for items shipped. I would like to create a calculated field in the pivot table that will subtract the items received from the items shipped columns. I have attempted to add the calculated field using the tool bar but it keeps giving me "0" for every item on the pivot table when there are obvious differences.
View 1 Replies View Relatedwhat i trying to learn is that im trying to get the delivery price calculate base on the delivery area(F10) and the total qty of the items(G10).
but i've tried with Vlookup, IF, lookup, Hlookup function and i still cant manage to get the right one to put the data in the H10
I have a data table with incidents in which one column is equipment number and one is data of occurrence. I now need to calculate how long ago the same equipment number occurred.
View 2 Replies View Relatedi am working on a redundancy table to calculate lenght of service at a certain age and what the redundancy in years will be,
age----------------years
less than 23------0.75 per year
23 to 42----------1.5 per year
43 and above----2.25 per year
these figures only count for the years they have been that age
examples
a person who is 22 and worked for two years would get 1.5 years redundancy, 2 x 0.75
a person who is 23 and worked for two years would get 2.25 redundancy 1 x .75 + 1 x 1.5
i can do this table manually adding on to each previous but wondered if someone might have a nice formula that would calculate it automatically
i would imagine there would have to be some kind of lookup to find out how many years they have been in each age bracket
Is a way to calculate the difference between two columns in a Pivot table .
I have the data something like this in a pivot table....
Sum of MetricValueColumn LabelsRow LabelsFebruaryMarchAprilMayJuneJulyNet New My SitesNet New Team Sites0Number of Provisioned Users322059319906322372350239332914328404Total Capacity In Use (GB)1585.381722.761824.731947.772124.282262.78Total No. of My Sites208212316924682307313313134317Total No. of Team Sites101751082311396683273227940
What i need to do is to calculate the "Net New My Sites" and "Net New Team Sites" values something like this....
Net New My Sites (March) = Total No. of My Sites(March) - Total No. of My Sites(February)
Net New My Sites (April) = Total No. of My Sites(April) - Total No. of My Sites(March)
I have been using Excel to display, sort and present data in a professional way. I have created a pivot table with two columns below. Column C indicates the start date. Column D indicates the completion date. Blank cells show live data. I need to determine the number of days. 1) That have been - completed - a) That were < 2 Days, b) >2 but less than a week, c) > than a week (all). I have used the following formulas. a) countif(D4:D61, "<3"), b) countifs(D4:D61, ">2", D4:D61, "<=8"). Easy for completed data. My problem is, how do I determine the number of days, live data that following the same queries as above. I have figured out I can use countif to count the number of blanks by - countif(D4:D61, "(blank)") but how to put it all together and what formula should I use. I am trying to use countifs or if statements but am totally lost.
Column C Column D
---------- ----------
06/01/2014(blank)
25/11/2013(blank)
13/12/201314/01/2014
27/12/201317/01/2014
27/12/201310/01/2014
I have been loaning my brother money over the past 14 months. The loans have been in the form or $1000 per month plus random payments for one-off expenses like doctors fees. He's not paid anything back yet but we want to know what the total owed is for interest of 10% per annum.
I can easily create a table with payments I've made and the dates with a running total of how much I've paid but how to I create a running balance of what he owes over time based on adding in interest. This might end with a one-off payment in a couple of months, I'd like to calculate what is owed there as a minimum.
I have a pivot table listing different company names in the first column under 'row labels' and there are calculated fields, a count and an average in columns B and C respectively. Is it possible to insert another field in column D that calculates the difference between values in column B and C (even though they are calculated fields themselves)?
View 3 Replies View RelatedI have a problem when Im trying to calculate averages in my pivot table. I dont know how to handle my missing values. If I leave them blank I cant get the average at all because the values end up under the dates instead of in a column next to the dates where I want them to be. If I write 0 it uses it as a value, eg 2+2+0 and i get 1,33 instead of 2. Also the zero could be a value for some of the parameters, so it's no good.
I am new to pivot tables.
I have a Pivot Table. I have two Columns Currently Current Week and Previous Week. The Values are displayed as a count for the Status Field. I would like to know if it is possible to add a calculated formula that will take the count difference between Current Week and Previous Week?
View 1 Replies View RelatedI'm trying to calculate a multi-variable equation based off of data in a table with different criteria. If you reference the attached spreadsheet I am trying to calculate cost based on weight and zone. For the data entered in cells B1 and B2 944.01 would be the cost. If you look at the table in G2:N3 you'll notice that the values in G2 and G3 are the weight limits G2 is from 0-4999 and G3 is 5000+, this should impact where the value in B1 falls. B2 should select from H1 to N1.
View 3 Replies View RelatedI'm trying to hone a quoting tool to generate an amount based on a given range and minimum charges for specified subsects of the range. If you reference the attachment I'm trying to calculate a charge in cell K15 based on values in B9 and C10 referencing the table I8:R9. What I cant figure out is how to create a minimum charge of 50 for J8:P9 (points A-G) and a charge of 95 for Q8:R9 (points H-I).
View 2 Replies View RelatedSee the attachment. I want the percentage of Car Sales to total sales of different countries automatically.
View 2 Replies View Relatedmy Excel teacher doesn't even know how to do this! The chapter is Working with Multiple Worksheets and Workbooks, and we went into linking workbooks, linking worksheets, using the VLOOKUP function, and saving workbooks as templates. This is Case Problem 2 and i'll attaching the file.
It says:
1. On the Grading Criteria worksheet, enter the text "Exam Average" in cell A1
and the text "Grade" in cell B1.
2. In the range A2:B6, create a lookup table for the range of grades specified by Professor Templeton. (Hint: Each letter grade should be matched up with the lowest score possible for that grade.)
Here are the specified grades:
0 to 49 = F
50 to 59 = D
60 to 74 = C
75 to 89 = B
90 to 100 = A
3. Insert a formula in Column E of each worksheet to calculate the overall score of each student based on the grade table you entered in the Grading Criteria worksheet.
I have a macro that imputs data from an external database and puts it into a temporary worksheet. This data has 3 columns (ID, Date, Amount). I am then making another sheet which has X number of tables (one for each ID), with the years being the column headings, and months being the row headings. ie.
| ID X
| +------+------+------+--->
| | 1999 | 2000 | 2001 |
+------+------+------+------+--->
| Jan | $100 | $250 | $300 |
+------+------+------+------+--->
| Feb | $200 | $300 | $200 |
+------+------+------+------+--->
| Mar | $300 | $250 | $100 |
+------+------+------+------+--->
| Sum | $600 | $800 | $600 |
| +------+------+------+--->
| ID Y
| +------+------+------+--->
| | 1999 | 2000 | 2001 |
+------+------+------+------+--->
| Jan | $100 | $250 | $300 |
+------+------+------+------+--->
| Feb | $200 | $300 | $200 |
+------+------+------+------+--->
| Mar | $300 | $250 | $100 |
+------+------+------+------+--->
| Sum | $600 | $800 | $600 |
| +------+------+------+--->
Currently I have a few hidden fields for the DSUM Criteria. I start making the tables. And then filling in table based off of the month and year. Doing so I need 3 criteria:
>= First Day of the Month
<= Last Day of the Month
= ID #
The problem is it takes Excel too long to fill in the 3 criteria fields, calculate the result, copy the result, and place it into the correct place on the table. Is there another way to get this data into the correct tables faster? Instead of using DSUM?
I have created a table in Excel 2010 (pls see attached table named post.xlsx).
Then copied the above table into PowerPoint 2010, using "paste link" (I tried to attach the PowerPoint file but the system says "invalid file type" and I cannot attach it).
Question:
I have received income data for another month - the new month is 13 and the corresponding new income is 100.
I typed 13 and 100 into the Excel table post.xlsx and thus extended the table by another column.
Then I went back to PowerPoint slide, then right clicked on the table there, then clicked "update link".
Specific Question:
The newly-typed column in Excel table is not get updated in PowerPoint table.