Hi I have encountered a problem and I do not know how to solve:
Clients deposited in four types of currencies: SGD, EUR, HKD and USD. I need to find out the amount to be credited to them (Column D).
The credit condition are:
If they deposit less or equal to USD2000, they are credited with 15% of their deposit.
If they deposit more than USD2000, their credit will be capped at USD300.
For currencies other than USD, I have to do a conversion, and the conversion table is below for your reference. It is based on USD2000 deposit for USD300 credit.
Sample data:
A B C D
1 Currency Initial Deposit Credit Amount
2 SGD 2650 (Should be G2, since C2>f3)
3 EUR 3000 (Should be G4, since C3>f4)
4 HKD 200 (Should be C4*0.15, since C4<f5)
5 USD 790 (Should be C5*0.15)
Conversion table:
E F G
1 Currency Deposit Credit
2 USD 2000 300
3 SGD 2540 381
4 EUR 1580 237
5 HKD 15520 2328
I do not want to use filter as the list is continuously expanding at the moment. Any one can help? Thank you in advance!
Since the credits are in the deposited currency, a simple VLOOKUP to determine the maximum credit is all you need:
=MIN(15%*B2,VLOOKUP(A2,ConversionTbl,3,FALSE))
Related
This is what I tried.
For below table
A B C
1 Expenses Cost Status
2 Expense1 30000 PAID
3 Expense2 20000
4 Expense3 7500
5 Expense4 520
6 Expense5 2300
7 Expense6 1000
8 Expense7 11618
9 Expense8 7939
10 Expense9 6473
11 Total 87350
12 **Remaining Amount ??**
if a column C cell has "PAID", then Substract Total amount(B11) from the PAID(B2) amount.
=IF(C2:C10="PAID",MINUS(B11,B2:B10),B11)
But this code only subtracts the first PAID amount, do not consider for other cells with PAID
Hoping for help!
You can use the formula SUMIF in it.
Considering that the Total is on column B11 and the Remaining would be on column B12, you can use the formula on B12:
=B11-(SUMIF(C2:C10, "PAID", B2:B10))
The number on the remaining will be going down after each expense gets paid.
I've been trying to add a partial text match as a criteria to the formula below, but with no success so far:
=SUM(--(FREQUENCY(IF(Sales[ClientID]=A21;IF(Sales[Operation]="Sale*";Sale[InvoiceNumber]));Sale[InvoiceNumber])>0))
The piece IF(Sales[Operation]="Sale*"; is the one that when added, always give me 0 as the result.
Here's some data:
Sales Table
Date ClientID Operation InvoiceNumber Total
01/01/2019 18090 Sale Adv 101010101 100
01/02/2019 20897 Sale Cash 105327892 100
01/03/2019 18090 Sample 41357398 100
01/01/2019 30456 Sale Check 43167429 100
10/04/2019 779584 Sale Cash 4326719 100
01/05/2019 30456 Refused 34162781 100
01/01/2019 90909 Sale Cash 3412679821 100
Results Table
ClientID Purchase Frequency
779584 ???
Here's the solution I borrowed from Scot Craner, in case someone else falls into the same question:
=SUM(--(FREQUENCY(IF(Sales[ClientID]=A21;IF(ISNUMBER(SEARCH("Sale";Sales[Operation]));Sale[InvoiceNumber]));Sale[InvoiceNumber])>0))
Thanks everyone!
I have a list of data that is separated by Date, Team and their Category Score. Category Score changes for each Team on a daily basis and based on their actual score of the day, I'll need to identify the Category Score that they fall into.
For example, if on the 1st Jan 2018, Team A's score is 225. Team A's score whole fall in between 200 and 250. The assigned Score Category will then be rounded up to the last category which will be 200
However, the next day, Team A's Score Category is changed. The 225 score nicely rests on a Score Category and thus the assigned category will be 225.
Hopefully that gives a clear picture.
To help with the matter, the data is always sorted by Date and Team with ascending Score Category
I'm looking for an excel formula that hopefully does not use the array function.
I've so far looked at the Index Match formulas but they were all exact match that does not allow me to approximate to a value.
For e.g.
Date Team Score Category
1/1/2018 A 100
1/1/2018 A 150
1/1/2018 A 200
1/1/2018 A 250
1/1/2018 A 300
1/1/2018 B 300
1/1/2018 B 400
1/1/2018 B 500
2/1/2018 A 150
2/1/2018 A 200
2/1/2018 A 225
2/1/2018 A 300
2/1/2018 A 350
2/1/2018 B 350
2/1/2018 B 450
2/1/2018 B 550
Date: 1/1/2018
Team: A
Actual Score: 225
Category Score (Output): 200
Date: 2/1/2018
Team: A
Actual Score: 225
Category Score (Output): 225
Try this array formula:
= INDEX($C$2:$C$17,MATCH(B21,IF(($A$2:$A$17=B19)*($B$2:$B$17=B20),$C$2:$C$17),1))
Note this is an array formula, must be entered with Ctrl+Shift+Enter on your keyboard rather than just Enter.
See below, working example with your data. I also copied this cell from B22 to B27.
A few notes:
This formula only works if your Score Categories for a particular Date and Team combination are in ascending order (because using a third argument of 1 in MATCH requires that the data be sorted), but from the way your question is worded, it doesn't sound like this will be an issue.
The formula would probably also break if your Score Categories and/or Actual Scores are negative, since the IF statement effectively "zero's-out" the data you're not interested in for this particular Date and Team combination. But if the Actual Score is negative then it probably would erroneously consider one of these 0's as a match. This is just a guess, I didn't test this though.
Another thing to consider is to add a Score Category of 0 to the top of each Date and Team combination. I say this because if for example the Actual Score is lower than the lowest Score Category (e.g. if the Actual Score is 50 but the lowest Score Category is 100), then a match won't be found, and I'm guessing the formula would return an error.
I have been trying to figure out a formula that will calculate the sum of multiple entries above it in the column but only based on the value from another column. For example:
Unit Card Brand Uncaptured Amount
7804 MasterCard Deposit 7.89
7804 Visa Deposit 15.65
7804 Visa Deposit 14.55
7804 Visa Deposit 20.69
7804 Visa Deposit 11.69
*Total for 7804* x
904 Visa Deposit 1.68
904 Visa Deposit 14.28
*Total for 904* x
1128 MasterCard Deposit 15.97
x for 7804 should equal 70.47
x for 904 should equal 15.96
So, as per comment, but I have consolidated the data:
SUMIF(A$1:A$8,D2,$B$1:$B$8)
You might want to look into pivot tables. You can do a number of different summarization tasks with them. Here's a screenshot of what you're looking for done with a pivot table. I did need to add a column with a unique value for each row so that it would still show all the rows instead of just summary data.
I have an Excel table with my banks account like this
A B C E
1 Currency Percent Value Banks Account
2 USD 5 100 8923781
3 Eur 7 200 Ea84382
4 USD 6 900 PayY8908
So I need to calculate how much USD I will earn in current month from all deposits (Value) if we know interest rate's (Percent) for each of bank's acoounts.
For first account the formula will be =C2/100*B2/12 and for second =C4/100*B4/12
The problem that I don't understand how to automatically filter only USD accounts (SUMIF???). And I can't figure out how to do this using only one cell.
You could use SUMIF, if you would use a helper Column:
A B C D E
1 Currency Percent Value Banks Account Monthly earned
2 USD 5 100 8923781 0,416666667
3 Eur 7 200 Ea84382 1,166666667
4 USD 6 900 PayY8908 4,5
Formula in E2:
=C2/100*B2/12
fill down.
Now you could have:
=SUMIF($A$2:$A$10,"USD",$E$2:$E$10)
to sum the USD.
Or, without helper Column, you could use the "swiss army knife" SUMPRODUCT:
=SUMPRODUCT(($A$2:$A$10="USD")*($C$2:$C$10/100*$B$2:$B$10/12))
Greetings
Axel