Excel Sumproduct to calculate Amount over Hurdle per person

B

Biz

Well-known Member
Joined
May 18, 2009
Messages
1,773
Office Version
  1. 2021
Platform
  1. Windows
Dear All,

I'm trying to calculate amount over the criteria, as per range ("L1:M5").
The desired solution in Col O per person. Created Helper Column in Col J but it's limited to
one Sales Agent i.e Apple.

I was wondering, if the calculation in col J was possible, without a Helper Column in Col J.
My formula in cell N2 is not generating the correct result.

<html><head><title>Excel Jeanie HTML</title></head>******>


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Excel Workbook
ABCDEFGJKLMNO
1DateSales AgentValueContract StatusCumulative Running TotalCum Settlement Running totalPrior Cumulative Running TotalHelper ColumnSales AgentHurdleAmountDesired Solution
26/10/17Apple$240,681Settlement$240,681$240,681--$240,681Apple$500,000$581,822$438,614
38/10/17B$243,173Qualified$243,173----B-$652,108
410/10/17C$201,350Settlement$201,350$201,350--$201,350C$900,000$7,722
512/10/17D$259,721Settlement$259,721$259,721--$259,721D$750,000$48,808
614/10/17Apple$116,111Qualified$356,792$240,681$240,681-$240,681
716/10/17B$120,828Settlement$364,001$120,828--$120,828
818/10/17C$207,966Settlement$409,316$409,316$201,350-$409,316
920/10/17D$273,373Settlement$533,094$533,094$259,721-$533,094
1022/10/17Apple$126,762$356,792$240,681$240,681-$240,681
1124/10/17B$133,826Settlement$497,827$254,654$120,828-$254,654
1226/10/17C$186,833Settlement$596,149$596,149$409,316-$596,149
1328/10/17D$265,714Settlement$798,808$798,808$533,094-$798,808
1430/10/17Apple$152,705Settlement$509,497$393,386$240,681$9,497$152,705
151/11/17B$206,310Settlement$704,137$460,964$254,654-$460,964
163/11/17C$120,429Settlement$716,578$716,578$596,149-$716,578
175/11/17Apple$205,981Settlement$715,478$599,367$393,386#######$205,981
187/11/17C$191,144Settlement$907,722$907,722$716,578-$907,722
199/11/17b$191,144Settlement$895,281$652,108$460,964-$652,108
2011/11/17C$191,144Qualified$1,098,866$907,722$907,722-$907,722
219/11/17B$162,691Exchanged$895,281$652,108$652,108-$652,108
2211/11/17Apple$274,247Qualified$989,725$599,367$599,367-$599,367
2313/11/17Apple$223,136Settlement$1,212,861$822,503$599,367#######$497,383
Sheet1







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Your help would be greatly appreciated. Hoping for a formula solution without a helper column. I believe sumproducts maybe be useful to desire the solution based on multiple criterias.

Kind Regards

Biz
 
Last edited:

Excel Facts

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Posting Criteria again so it visible.

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Sheet1

LMNO
Sales AgentHurdle
Apple
B
C
D

<colgroup><col style="font-weight:bold; width:30px; "><col style="width:90px;"><col style="width:90px;"><col style="width:90px;"><col style="width:81px;"></colgroup><tbody>
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=cacaca]#cacaca[/URL] , align: center"]1[/TD]

[TD="bgcolor: #ffcc99"]Amount[/TD]
[TD="bgcolor: #339966"]Desired Solution[/TD]

[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=cacaca]#cacaca[/URL] , align: center"]2[/TD]

[TD="align: right"]$500,000 [/TD]
[TD="align: right"]$581,822 [/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=ccffff]#ccffff[/URL] , align: right"]$438,614 [/TD]

[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=cacaca]#cacaca[/URL] , align: center"]3[/TD]

[TD="align: right"]- [/TD]

[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=ccffff]#ccffff[/URL] , align: right"]$652,108 [/TD]

[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=cacaca]#cacaca[/URL] , align: center"]4[/TD]

[TD="align: right"]$900,000 [/TD]

[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=ccffff]#ccffff[/URL] , align: right"]$7,722 [/TD]

[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=cacaca]#cacaca[/URL] , align: center"]5[/TD]

[TD="align: right"]$750,000 [/TD]

[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=ccffff]#ccffff[/URL] , align: right"]$48,808 [/TD]

[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=cacaca]#cacaca[/URL] , align: center"]6[/TD]

[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=cacaca]#cacaca[/URL] , align: center"]7[/TD]

[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=cacaca]#cacaca[/URL] , align: center"]8[/TD]

[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=cacaca]#cacaca[/URL] , align: center"]9[/TD]

[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=cacaca]#cacaca[/URL] , align: center"]10[/TD]

</tbody>

Spreadsheet Formulas
CellFormula
M2=500000
N2=SUMPRODUCT(--($B$2:$B23=$L$2),--($D$2:$D23="Settlement"),--($E$2:$E23>=M2),$F$2:$F23-$G$2:$G23)

<tbody>
</tbody>

<tbody>
</tbody>


Excel tables to the web >> Excel Jeanie HTML 4






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Upvote 0
Hi Guys,
I had bit of progress and I'm getting my desired solution. Is it possible to eliminate the need of helper column H.

Summary Worksheet
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Excel Workbook
ABCDE
1Sales AgentHurdle AmountAmountDesired Solution
2Apple$500,000$438,614$438,614TRUE
3B-$652,108$652,108TRUE
4C$900,000$7,722$7,722TRUE
5D$750,000$48,808$48,808TRUE
Summary



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?

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</body></html>


<html><head><title>Excel Jeanie HTML</title></head>******>


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Excel Workbook
ABCDEFGH
1DateSales AgentValueContract StatusCumulative Running TotalCum Settlement Running totalHurdle AmountHelper Column
26/10/17Apple$240,681Settlement$240,681$240,681500,000-
38/10/17B$243,173Qualified$243,173-0-
410/10/17C$201,350Settlement$201,350$201,350900,000-
512/10/17D$259,721Settlement$259,721$259,721750,000-
614/10/17Apple$116,111Qualified$356,792$240,681500,000-
716/10/17B$120,828Settlement$364,001$120,8280$120,828
818/10/17C$207,966Settlement$409,316$409,316900,000-
920/10/17D$273,373Settlement$533,094$533,094750,000-
1022/10/17Apple$126,762$356,792$240,681500,000-
1124/10/17B$133,826Settlement$497,827$254,6540$133,826
1226/10/17C$186,833Settlement$596,149$596,149900,000-
1328/10/17D$265,714Settlement$798,808$798,808750,000$48,808
1430/10/17Apple$152,705Settlement$509,497$393,386500,000$9,497
151/11/17B$206,310Settlement$704,137$460,9640$206,310
163/11/17C$120,429Settlement$716,578$716,578900,000-
175/11/17Apple$205,981Settlement$715,478$599,367500,000$205,981
187/11/17C$191,144Settlement$907,722$907,722900,000$7,722
199/11/17b$191,144Settlement$895,281$652,1080$191,144
2011/11/17C$191,144Qualified$1,098,866$907,722900,000-
219/11/17B$162,691Exchanged$895,281$652,1080-
2211/11/17Apple$274,247Qualified$989,725$599,367500,000-
2313/11/17Apple$223,136Settlement$1,212,861$822,503500,000$223,136
Cals



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Your help would be greatly appreciated.

Kind Regards

Biz
 
Upvote 0
Hi Aladin,
I have done calculations in the "cals" worksheet tab, col H which calculates the excess amount over the hurdle per person.
Cell H2
=IF(D2="Settlement",MIN(SUMPRODUCT(--(E2>G2),(E2-G2)),C2),0)

The "Summary" worksheet tab in cell C2, adds up cells in Col H in "Cals" worksheet tab which exceeds hurdle amount using "Cumulative Running Total" col E.

Does it make sense?

Kind Regards

Biz
 
Upvote 0
Biz said:
Hi Aladin,
I have done calculations in the "cals" worksheet tab, col H which calculates the excess amount over the hurdle per person.
Cell H2
=IF(D2="Settlement",MIN(SUMPRODUCT(--(E2>G2),(E2-G2)),C2),0)

The "Summary" worksheet tab in cell C2, adds up cells in Col H in "Cals" worksheet tab which exceeds hurdle amount using "Cumulative Running Total" col E.

Does it make sense?

Kind Regards

Biz
Click to expand...

This is not I asked for. If this is the solution, ignore my post, otherwise see post #4 .
 
Upvote 0
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