I have an excel file that has 2 sheets. 1 for tracking services rendered and another with a list of customers and their fees per service.
Tracking Sheet See Tracking Sheet Example
For each service, we manually enter a number for how many times the service was rendered. We then select the client from a drop-down list that we performed the services for.
Clients Sheet See Client Sheet Example
To get the "Amount Scheduled to Bill" and "Total Billed" in the tracking sheet, we reference the client sheet with pricing. This will have a list of clients along with cost for each service.
Let’s say that these are the 2 formulas that will be used to calculate the following on the tracking sheet (can probably be better and if so pls share):
Amount scheduled to be billed - (Used to calculate result for Amount Scheduled)
=SUM(Tracking!A2*Clients!B2, Tracking!B2*Clients!C2)
Total Billed - (Used to calculate result for Total Billed)
=SUM(Tracking!B2* Clients!C2, Tracking!C2* Clients!D2, Tracking!D2* Clients!E2)
Question:
Per row on the tracking sheet, when entering the amount of times a service was provided, how can we correlate the calculation formula per client in the drop-down to get the amount scheduled and the amount billed?
Thanks, VLOOKUP was what I needed and this website tutorial.
Related
in excel I want to record a monthly total of items distributed and an all-time total. At the start of a new month, the monthly totals reset back to 0, but I want the all-time total to remain unchanged. This all-time number should only increase over time.
The spreadsheet may be used through a browser or teams as well as the desktop app, so if I can avoid macros that would be ideal.
Can a cell be used like a container or variable?
Monthly total
Var
All time
1
=IF(A2<>0,A2,"")
=B2
I'm trying an if statement, but I'm not sure if a 'do nothing' option is available.
Any help would be greatly appreciated.
Thank you
I work for an organization and I am working on a way to better organize our part numbers that have expiration dates. I've started off by making an Excel sheet that has the part number multiple times based on the expiration date and then had the matching quantities of that expiration date. What im trying to do is what you always do in life, if something is going to go bad use up the one that will expire first. But now trying to do this in an excel table automatically. This is my Ex: my master log where they will put in the Part#, expiration date, and quantity, this is where most info will be pulled from.
I am now on to taking away our companies forecasted usage of these parts away from these quantities to show an overall usage over the months and pairing the intersecting expiration dates. I’ve got the Usage by using a pivot table to total these part numbers quantities. And I’ve made a chart mapping the overall usage to part quantity forecast with it being flagged if the expiration date interferes with the actual date. This is the forcasting for what we plan to use of each part #
This is me subtracting the usage number from the inventory of those part numbers and it being flagged when it expires.
=IF((IF((VLOOKUP($F60,Expires!$1:$1048576, 10, FALSE))<Sheet1!G$58, "Bad", "Good"))="good", T33, "Expired")
I used this function, my vlookup pulling from my first sheet and pulling the part numbers expiration date and if it is <the date up top (9/1,10/1 etc.) then it will be flagged as expired and wont even show the usage. T33 is simply pulling the fromual from another table which is just quantity- usage. Please lmk if this looks right my vlookup turns out pulls the latest expiration date from the multiple part #s.
But that is with total quantities, not separated based on the part number expiration dates. What I am wondering is how can I make a table like this but subtracts the usage from quantity of the part number that will expire first? Then after that quantity hits zero it takes away the usage from the next one due to expire? But also I want the Numbers to be able to auto populate from the sheet where the user enters the data (master log).
So this is what it will be doing and will look like the table above multiple of the same part number. Whats happening now
But needs to look like this Final table and add the part number to the list and quantity as they are entered in the master log. I was trying to do a Vlookup(MIN and take the part number from the other table based on the lowest expiration date first but I don’t think excel is capable of that, I’m not sure here.
Please help, thank you!
Dears,
i worked on a new task to calculate the scheduled & abs% per interval, so i make this sheet by query and I'm asking if there something easier than what i create or not
i need to see the same data in the highlighted columns with purple to be generated automatically in the pivot table as i did it by equations
i need the the pivot sum the scheduled agents per interval and minus the scheduled agents if we the time exceeded 9 hours
for more details please check the below hyperlink.
https://docs.google.com/spreadsheets/d/1ZyhXRLXKnXJsogcGp_Rc1iJswdCoE4Xk/edit?usp=sharing&ouid=114987741753402000397&rtpof=true&sd=true
I'm an insurance broker and currently I'm using Microsoft Excel to organize my insurance commissions. There are multiple insurance companies I'm cooperating with, like {Asia, Iran, Dey} and each of them offers a variety of insurance policies which I have selected a few to simplify the question: {Liability, Life, Third Party, Health}. Each company calculates commissions differently, as an example Dey would calculate commissions related to Liability policies with 30 Percents.
What I want to do is an excel document which the first column is the Premium which I type in for every policy; Imagine $200 for a Life insurance sold by Asia. The second column will be the insurance companies name - selected from a dropdown list -, in this case Asia. Next Column should be another dropdown list with policies that in this example I should choose life. at this point I want an automated process which understands that this was a life insurance policy by Asia, so the commission should be calculated with 8 percents and print this into the next column. and automatically multiply the premium and commission percentage ($200 * 8% = $16) and output this number to the last column.
I have prepared a schematic image of what information I have :
Schematic design of my information
I used to do this with extremely nested if and and with 2 insurance companies but when the third one was added I ran out of options.
In the following example, the lookup table (G1:I13) retrieves the commission percentage. This is used to calculate the actual commission from the policy cost.
=INDEX(I:I, AGGREGATE(15, 6, ROW($2:$99)/(($G$2:$G$99=$B2)*($H$2:$H$9=$C2)), 1))
I am very new to most of this. I am trying to analyze account attribution a large Excel spreadsheet containing invoice information. My columns A:AF are all the data describing each invoice in our system (name of provider, name of person billed, date received, date billed, etc...). These invoices are assigned to several different GL numbers (up to 22 per invoice). I was given a long string which I was able to break down into columns 4 columns per GL attribution and which I appended to the end of every invoice, where applicable (AG:EL).
Each GL attribution has 4 columns (always in the same order):
GL number
Billed amount before taxes
Amount of tax 1
Amount of tax 2
I would like to see whether there is any way I can have rows created automatically to have one entry per GL attribution instead of one entry per invoice. I would like for the general invoice information (A:AF) to be copied onto the newly created rows. I would really appreciate your help on this as I feel rather lost!
Thank you in advance! :)
I'm not entirely sure what you are trying to accomplish from your description, but if you look into using VBA and make an "if...Then..." statement that will copy and paste the information you want depending on the value of the GL columns that should be a good place for you to start.