Formula for Changing % allocations

K

krich3

New Member
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Oct 19, 2017
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****** id="cke_pastebin" style="position: absolute; top: 0px; width: 1px; height: 1px; overflow: hidden; left: -1000px;">
[TABLE="width: 0"]
<tbody>[TR]
[TD="colspan: 8"]3) Using the "Starts" Table, calculate total fees for each project, fee amounts generated each period per project, and total fees.
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD="colspan: 8"]Assumptions: The fee is 3.5% on Total Capitalization. 25% of the fee is collected in the first period, 10% in
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="colspan: 7"]the final period, and the remainder in a straight-line amount over the duration of the project.
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="colspan: 2"]STARTS (Total Capitalization per Initial Period)
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD]ASSUMPTIONS
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment
[/TD]
[TD]Duration
[/TD]
[TD]Total Capitalization
[/TD]
[TD]Start Period
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD="colspan: 2"]% of Fees in First Period
[/TD]
[TD]25.0%
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 1
[/TD]
[TD]3 Periods
[/TD]
[TD]$21,499
[/TD]
[TD]Period 2
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD="colspan: 2"]% of Fees in Last Period
[/TD]
[TD]10.0%
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 2
[/TD]
[TD]5 Periods
[/TD]
[TD]$27,833
[/TD]
[TD]Period 1
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD]Fee Rate
[/TD]
[TD]
[/TD]
[TD]3.50%
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 3
[/TD]
[TD]4 Periods
[/TD]
[TD]$23,494
[/TD]
[TD]Period 2
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 4
[/TD]
[TD]2 Periods
[/TD]
[TD]$35,585
[/TD]
[TD]Period 4
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 5
[/TD]
[TD]2 Periods
[/TD]
[TD]$35,534
[/TD]
[TD]Period 5
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Total
[/TD]
[TD]
[/TD]
[TD]$143,945
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="colspan: 2"]FEES PER PERIOD
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment
[/TD]
[TD]Duration
[/TD]
[TD]Total Fees per Project
[/TD]
[TD]Period 1
[/TD]
[TD]Period 2
[/TD]
[TD]Period 3
[/TD]
[TD]Period 4
[/TD]
[TD]Period 5
[/TD]
[TD]Period 6
[/TD]
[TD]Period 7
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 1
[/TD]
[TD]3 Periods
[/TD]
[TD]$0
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 2
[/TD]
[TD]5 Periods
[/TD]
[TD]$0
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 3
[/TD]
[TD]4 Periods
[/TD]
[TD]$0
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 4
[/TD]
[TD]2 Periods
[/TD]
[TD]$0
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 5
[/TD]
[TD]2 Periods
[/TD]
[TD]$0
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Total Fees
[/TD]
[TD]
[/TD]
[TD]$0
[/TD]
[TD]$0
[/TD]
[TD]$0
[/TD]
[TD]$0
[/TD]
[TD]$0
[/TD]
[TD]$0
[/TD]
[TD]$0
[/TD]
[TD]$0 [/TD]
[/TR]
</tbody>[/TABLE]
</body>I am trying to create a formula that I can insert into the 'Start Period' of each Investment and drag to populate % changes (following rules and duration). Which function would best help me accomplish this? (See Below) ---<o:p></o:p>




[TABLE="width: 0"]
<tbody>[TR]
[TD="colspan: 8"]Using the "Starts" Table, calculate total fees for each project, fee amounts generated each period per project, and total fees.
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD="colspan: 8"]Assumptions: The fee is 3.5% on Total Capitalization. 25% of the fee is collected in the first period, 10% in
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="colspan: 7"]the final period, and the remainder in a straight-line amount over the duration of the project.
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="colspan: 2"]STARTS (Total Capitalization per Initial Period)
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD]ASSUMPTIONS
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment
[/TD]
[TD]Duration
[/TD]
[TD]Total Capitalization
[/TD]
[TD]Start Period
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD="colspan: 2"]% of Fees in First Period
[/TD]
[TD]25.0%
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 1
[/TD]
[TD]3 Periods
[/TD]
[TD]$21,499
[/TD]
[TD]Period 2
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD="colspan: 2"]% of Fees in Last Period
[/TD]
[TD]10.0%
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 2
[/TD]
[TD]5 Periods
[/TD]
[TD]$27,833
[/TD]
[TD]Period 1
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD]Fee Rate
[/TD]
[TD]
[/TD]
[TD]3.50%
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 3
[/TD]
[TD]4 Periods
[/TD]
[TD]$23,494
[/TD]
[TD]Period 2
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 4
[/TD]
[TD]2 Periods
[/TD]
[TD]$35,585
[/TD]
[TD]Period 4
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 5
[/TD]
[TD]2 Periods
[/TD]
[TD]$35,534
[/TD]
[TD]Period 5
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Total
[/TD]
[TD]
[/TD]
[TD]$143,945
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD="colspan: 2"]FEES PER PERIOD
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment
[/TD]
[TD]Duration
[/TD]
[TD]Total Fees per Project
[/TD]
[TD]Period 1
[/TD]
[TD]Period 2
[/TD]
[TD]Period 3
[/TD]
[TD]Period 4
[/TD]
[TD]Period 5
[/TD]
[TD]Period 6
[/TD]
[TD]Period 7
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 1
[/TD]
[TD]3 Periods
[/TD]
[TD]$0
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 2
[/TD]
[TD]5 Periods
[/TD]
[TD]$0
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 3
[/TD]
[TD]4 Periods
[/TD]
[TD]$0
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 4
[/TD]
[TD]2 Periods
[/TD]
[TD]$0
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Investment 5
[/TD]
[TD]2 Periods
[/TD]
[TD]$0
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD]
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Total Fees
[/TD]
[TD]
[/TD]
[TD]$0
[/TD]
[TD]$0
[/TD]
[TD]$0
[/TD]
[TD]$0
[/TD]
[TD]$0
[/TD]
[TD]$0
[/TD]
[TD]$0
[/TD]
[TD]$0 [/TD]
[/TR]
</tbody>[/TABLE]
 

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Use =VLOOKUP(A2,CHOOSE({1,2},$Z$1:$Z$99,$Y$1:$Y$99),2,False) to lookup Y values to left of Z values.
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