So I did look through a couple of existing answers, but they were all in some programing language (ie, RUBY, PHP, etc). I also managed to figure out a way to do what I want but some of my formulas felt either hard coded or verbose. So my question is, is there a cleaner way to write my formulas to achieve my goal.
What I am starting with is a simple line to calculate cost of electricity usage. It look like:
+─────────────+────────+───────+───────+─────────+──────────+───────────+───────────+────────+──────────+───────────+───────────+──────────+──────────────+─────────────+
| | | | | | KW used | | | | Rate | | | Usage | Delivery | Total Cost |
| Date | Start | Stop | KW/H | Season | On-Peak | Mid-Peak | Off-Peak | Total | On-Peak | Mid-Peak | Off-Peak | Cost | Cost | |
+─────────────+────────+───────+───────+─────────+──────────+───────────+───────────+────────+──────────+───────────+───────────+──────────+──────────────+─────────────+
| 2022/12/17 | 05:00 | 22:00 | 1.44 | Winter | 0 | 0 | 24.48 | 24.48 | 0.17 | 0.113 | 0.082 | 2.00736 | 1.141296768 | 3.15 |
+─────────────+────────+───────+───────+─────────+──────────+───────────+───────────+────────+──────────+───────────+───────────+──────────+──────────────+─────────────+
The first 4 columns are user entry fields and correspond to columns B through E. The remainder of the columns F through P are all formulas.
My seasonal time bands are contained in the following table
+─────────+──────────────+─────────────+───────────+──────────+──────────+──────────+
| Season | Start | Stop | Time | Start | Stop | Rate |
| | | | Period | (HH:mm) | (HH:mm) | ($/Kwh) |
+─────────+──────────────+─────────────+───────────+──────────+──────────+──────────+
| Summer | May 01 | October 31 | Off-Peak | 00:00 | 07:00 | 0.082 |
| | | | Mid-Peak | 07:00 | 11:00 | 0.113 |
| | | | On-Peak | 11:00 | 17:00 | 0.17 |
| | | | Mid-Peak | 17:00 | 19:00 | 0.113 |
| | | | Off-Peak | 19:00 | 24:00 | 0.082 |
+─────────+──────────────+─────────────+───────────+──────────+──────────+──────────+
| Winter | November 01 | April 30 | Off-Peak | 00:00 | 07:00 | 0.082 |
| | | | On-Peak | 07:00 | 11:00 | 0.17 |
| | | | Mid-Peak | 11:00 | 17:00 | 0.113 |
| | | | On-Peak | 17:00 | 19:00 | 0.17 |
| | | | Off-Peak | 19:00 | 24:00 | 0.082 |
+─────────+──────────────+─────────────+───────────+──────────+──────────+──────────+
Note: weekends and holidays are Off-Peak
To aid with formula reading (or so I thought) I used the following named ranges:
Season_1 =$B$75 ("Summer")
Season_1_Start =DATE(YEAR(TODAY()),5,1) ("May 01")
Season_1_End =DATE(YEAR(TODAY()),10,31) ("Oct 31")
Season_1_TimeRates =$E$75:$H$79 ("Off-Peak" to 0.82)
Season_2 =$B$80 ("Winter")
Season_2_Start =DATE(YEAR(TODAY()),11,1) ("Nov 01")
Season_2_End =DATE(YEAR(TODAY()),4,30) ("Apr 30")
Season_2_TimeRates =$E$80:$H$84 ("Off-Peak" to 0.82)
TimeRates =IF($F3="Summer",Season_1_TimeRates,Season_2_TimeRates)
Step 1
Determining the season in F4
I used the following formula in F4.
=IF(AND($B3>=DATE(YEAR($B3),MONTH(Season_1_Start),DAY(Season_1_Start)),$B3<=DATE(YEAR($B3),MONTH(Season_1_End),DAY(Season_1_End))),Season_1,Season_2)
It seamed reasonable and substituted the year of the actual entry for making date comparison. I took the approach of if its not within the range for summer, then by default it has to be winter. Part of me is thinking I should check the winter date check. If both date checks fail then toss up a check date statement or the like.
Step 2
Determine how many hours are in each category according to the table and place results in G through I. This is where things go a little ugly for me. After chasing my tail in circle for a little bit I said screw it and plunged in with some hard coding and got something that worked but looked rather ugly and lengthy to me
I started out by figuring out that each time range check had 6 possible outcomes. I boiled those outcomes down to 2 possible results: 0 or Formula.
SB = Start Before
SI = Start Inside
SA = Start After
FB = Finish Before
FI = Finish Inside
FA = Finish After
So the results were either 0 because the time range in C and D are outside of the Time range of the table. Or its some form of Finish - Start.
I couldn't figure out how to make it count the hours in the range using the title (ie On-Peak) because there were sometimes more than one entry depending on the season in F. So what I did as a working step was to create a formula that would count the hours for each of the 5 time ranges instead of the names of the time range:
To get the hours I used the following formulas for each row:
=IF(OR($D3<=INDEX(TimeRates,1,2),$C3>=INDEX(TimeRates,1,3)),0,IF($D3<=INDEX(TimeRates,1,3),$D3,INDEX(TimeRates,1,3))-IF($C3<=INDEX(TimeRates,1,2),INDEX(TimeRates,1,2),$C3))*24
=IF(OR($D3<=INDEX(TimeRates,2,2),$C3>=INDEX(TimeRates,2,3)),0,IF($D3<=INDEX(TimeRates,2,3),$D3,INDEX(TimeRates,2,3))-IF($C3<=INDEX(TimeRates,2,2),INDEX(TimeRates,2,2),$C3))*24
=IF(OR($D3<=INDEX(TimeRates,3,2),$C3>=INDEX(TimeRates,3,3)),0,IF($D3<=INDEX(TimeRates,3,3),$D3,INDEX(TimeRates,3,3))-IF($C3<=INDEX(TimeRates,3,2),INDEX(TimeRates,3,2),$C3))*24
=IF(OR($D3<=INDEX(TimeRates,4,2),$C3>=INDEX(TimeRates,4,3)),0,IF($D3<=INDEX(TimeRates,4,3),$D3,INDEX(TimeRates,4,3))-IF($C3<=INDEX(TimeRates,4,2),INDEX(TimeRates,4,2),$C3))*24
=IF(OR($D3<=INDEX(TimeRates,5,2),$C3>=INDEX(TimeRates,5,3)),0,IF($D3<=INDEX(TimeRates,5,3),$D3,INDEX(TimeRates,5,3))-IF($C3<=INDEX(TimeRates,5,2),INDEX(TimeRates,5,2),$C3))*24
I wound up hard coding the entries because ultimately these are going to wind up in the formula for G3 through I3. Otherwise I could have used the Range # column as index points.
So the next problem I had was adding ranges with the same name together. Could have used SUMIF if I was keeping the table, but in my head I could not as A) I was not keeping the table, B) This would eventually need to be in a row that could be copied down.
So I looked at what needed to be done for each season and it was not bad...IF the formula was short.
So basically need an IF statement looking for summer and follow the addition of appropriate seasonal ranges for each range type. Seems simple enough but it gave me the following formulas for G3 through I3:
=$E3*IF(OR(WEEKDAY($B3)={1,7}),0,IF($F3="Summer",IF(OR($D3<=INDEX(TimeRates,3,2),$C3>=INDEX(TimeRates,3,3)),0,IF($D3<=INDEX(TimeRates,3,3),$D3,INDEX(TimeRates,3,3))-IF($C3<=INDEX(TimeRates,3,2),INDEX(TimeRates,3,2),$C3)),IF(OR($D3<=INDEX(TimeRates,2,2),$C3>=INDEX(TimeRates,2,3)),0,IF($D3<=INDEX(TimeRates,2,3),$D3,INDEX(TimeRates,2,3))-IF($C3<=INDEX(TimeRates,2,2),INDEX(TimeRates,2,2),$C3))+IF(OR($D3<=INDEX(TimeRates,4,2),$C3>=INDEX(TimeRates,4,3)),0,IF($D3<=INDEX(TimeRates,4,3),$D3,INDEX(TimeRates,4,3))-IF($C3<=INDEX(TimeRates,4,2),INDEX(TimeRates,4,2),$C3))))*24
=$E3*IF(OR(WEEKDAY($B3)={1,7}),0,IF($F3="Summer",IF(OR($D3<=INDEX(TimeRates,2,2),$C3>=INDEX(TimeRates,2,3)),0,IF($D3<=INDEX(TimeRates,2,3),$D3,INDEX(TimeRates,2,3))-IF($C3<=INDEX(TimeRates,2,2),INDEX(TimeRates,2,2),$C3))+IF(OR($D3<=INDEX(TimeRates,4,2),$C3>=INDEX(TimeRates,4,3)),0,IF($D3<=INDEX(TimeRates,4,3),$D3,INDEX(TimeRates,4,3))-IF($C3<=INDEX(TimeRates,4,2),INDEX(TimeRates,4,2),$C3)),IF(OR($D3<=INDEX(TimeRates,3,2),$C3>=INDEX(TimeRates,3,3)),0,IF($D3<=INDEX(TimeRates,3,3),$D3,INDEX(TimeRates,3,3))-IF($C3<=INDEX(TimeRates,3,2),INDEX(TimeRates,3,2),$C3))))*24
=$E3*IF(OR(WEEKDAY($B3)={1,7}),$D3-$C3,IF(OR($D3<=INDEX(TimeRates,1,2),$C3>=INDEX(TimeRates,1,3)),0,IF($D3<=INDEX(TimeRates,1,3),$D3,INDEX(TimeRates,1,3))-IF($C3<=INDEX(TimeRates,1,2),INDEX(TimeRates,1,2),$C3))+IF(OR($D3<=INDEX(TimeRates,5,2),$C3>=INDEX(TimeRates,5,3)),0,IF($D3<=INDEX(TimeRates,5,3),$D3,INDEX(TimeRates,5,3))-IF($C3<=INDEX(TimeRates,5,2),INDEX(TimeRates,5,2),$C3)))*24
So the question is, is there way to use formulas that would allow for the tidying up of what is currently in place for cells G3 to I3 (last 3 formulas in this question) that can be copied downward?
UPDATE as requested
I am working on the table on the top, below it is my building block area for thoughts. You may recognize some of the shots above from it.
Using Excel 2013
+-----------+-----------+------+
| Day | Reg.Hours | OT |
+-----------+-----------+------+
| Monday | 8 | 0.75 |
| Tuesday | 8 | 0.5 |
| Wednesday | 8 | 1 |
| Thursday | 8 | 0 |
| Friday | 8 | 2.25 |
| Saturday | 0 | 0 |
| Sunday | 0 | 0 |
| Monday | 8 | 0 |
| Tuesday | 5.5 | 0 |
| Wednesday | 8 | 3.25 |
| Thursday | 8 | 2.75 |
| Friday | 8 | 0.5 |
| Saturday | 0 | 0 |
| Sunday | 0 | 0 |
+-----------+-----------+------+
Rules are:
Monday to Sunday, at least, work 40 Reg.Hours to get any overtime for that week.
In the above data set for the 2nd week Monday to Sunday for Reg.Hours total is 37.5 that means, the company will deduct 2.5 OT hours from the 2nd week of Monday to Sunday OT hours.
How do I calculate in Excel with a formula for calculating both weeks OT in 1 excel formula?
Let's say per hour pay is $30.00
You could do this with an Array Formula, but as you only have the days of the week, not the actual dates (which are unique) in your table, I think this will be easier with a helper column.
Assuming the first 3 columns are A, B, and C I would add a helper column in column D, starting with D2 and copied down as follows:
=IF(A2="Sunday",MAX(0,SUM(OFFSET(B2,-6,0,7,2))-40),"")
What this does is: Once a week (on Sunday, at the end of the week), Excel will sum up the previous 7 days of data, including column B & C. This is the total number of hours worked. That amount, minus 40 [limited to 0, if < 40 hours are worked], represents the total number of OT hours worked that week.
The fact that you have a regular hours column and an OT column is a bit of a red herring - instead of checking whether any OT was worked on any day, and then subtracting by the number of regular hours NOT worked on other days, just compare the whole week's work to 40 and end the calculation there.
I think the easiest way would be to use a iamge to demonstrate the answer
Assuming Day is Column A, Row 1, Regular is Column B, Row 1, and OT is Column C, Row 1:
First, Calculate total regular and OT hours for each week in the pay period:
Col. A Col. B Col. C
On Row 17, Calculate Regular/OT Hours: Week 1 =SUM(B2:B8) =SUM(B9:C15)
On Row 18, Calculate Regular/OT Hours: Week 2 =SUM(C2:C8) =SUM(C9:C15)
On Row 19, Calculate:
Regular Hours =IF(B17+C17>=40,40,B17+C17)+IF(B18+C18>=40,40,B18+C18)
OT Hours =IF(B17+C17>=40,B17-40+C17,0)+IF(B18+C18>=40,B18-40+C18,0)
Hope this helps.