IF(And Statement

lqorri

New Member
Joined
Feb 13, 2017
Messages
14
Hello- i am having some difficulties creating a formula to help me figure out the forecast accuracy and fulfillment rate with different if scenarios.

Forecast accuracy column: If forecast is 10,700 and i sold 8,108 that mean i over forecasted by 24%. Also, if my forecast is 85 but i sold 176 that means i under forecasted by 107%. Also, what i would like to take into account is the failed to ship portion. (176+140)-85)/85=271.76%. My forecast for row 4 is under forecasted by 271.76%. Last example for row 5 where my forecast is 45 but i failed to ship i would like my forecast to show 100% as i was going to sell 100% of my forecast but other issues occurred. the accuracy for row 6 would have to be 100% as there was no forecast but we had an order and failed to ship it.

Fulfillment rate column: row 3 fulfillment rate would equal 100% as none failed to shipped, the products was undersold which forecast accuracy column would show. row 4 fulfillment rate i would like to take into account 176/(176+140) which would equal 56% fulfillment rate. row 5 i would like to equal 0% as 45 was forecasted and 45 failed to shipped. row 6 would be 0% as well as customer needed 5 but failed to provide regardless of no forecasted.


These are the different scenarios i would like the formula to take into account but i have encoutered some issues along the way. So far this is what i have created which helps in some scenarios and so much in others.

forecast accuracy formula- =IF(AND(C3>1),(D3-C3)/C3,IF(AND(SUM(C3:E3)=0,),0,IF(AND(C3=0,D3>0),-1,0)))

fulfillment rate formula- =IF(AND(E3=0,C3=0),0,IF(AND(E3>0,D3>0,C3>0),D3/(E3+D3),1))

Thank you for your help in advance.


[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]1[/TD]
[TD]A[/TD]
[TD]B[/TD]
[TD]C[/TD]
[TD]D[/TD]
[TD]E[/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]Forecast[/TD]
[TD]Sales[/TD]
[TD]Failed to Ship[/TD]
[TD]Forecast Accuracy[/TD]
[TD]Fulfillment Rate[/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]10,700[/TD]
[TD]8,108[/TD]
[TD]0[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]85[/TD]
[TD]176[/TD]
[TD]140[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]45[/TD]
[TD][/TD]
[TD]45[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]6[/TD]
[TD][/TD]
[TD][/TD]
[TD]5[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
 

Excel Facts

Create a Pivot Table on a Map
If your data has zip codes, postal codes, or city names, select the data and use Insert, 3D Map. (Found to right of chart icons).
Firstly your two formulae are always going to create issues as they form "Circular references", ie, your Forecast Accuracy is to reside in Col D but your formula there refers to that cell. The same goes for Fulfillment.

Try these in Col D: =IF(A3>1,((B3+C3)-A3)/A3*100,"")
and Col E: =B3/(B3+C3)*100

I believe that the formulae follow the logic which you have explained in your text.
 
Upvote 0
Hi Brian,

thank you so much for your help. the forecast accuracy formula works fine for majority but i forgot i had some other variables. Also, i slightly modified the original formula to make sure the % are correct. Multiplying by 100 gave me a large accuracy. Changed from 100 to 1.

Forecast Accuracy- when there is a forecast of 31 and we have sold 31 the accuracy should be 100% but in mine shows 0%. Also, if there is sales but no forecast and no failed shipments the accuracy should be -100%.

Fulfillment Rate- works great, the only issue is if there are no sales or failed to ship i get a #DIV/0




Thank you for your help in advance.


[TABLE="class: cms_table_grid, width: 500"]
<tbody>[TR]
[TD]1[/TD]
[TD]A[/TD]
[TD]B[/TD]
[TD]C[/TD]
[TD]D[/TD]
[TD]E[/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]Forecast[/TD]
[TD]Sales[/TD]
[TD]Failed to Ship[/TD]
[TD]Forecast Accuracy[/TD]
[TD]Fulfillment Rate[/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]10,700[/TD]
[TD]8,108[/TD]
[TD]0[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]85[/TD]
[TD]176[/TD]
[TD]140[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]45[/TD]
[TD][/TD]
[TD]45[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]5[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]6[/TD]
[TD]31[/TD]
[TD]31[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD]31[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
 
Upvote 0
How do these adjustments fit?
D3: =IF(AND(A3=0,B3>0),-100,IF(AND(A3=B3,C3=0),-100,IF(A3>1,((B3+C3)-A3)/A3*100,"")))
E3: =IF(AND(B3>0,C3>=0),B3/(B3+C3)*100,0)
 
Upvote 0

Forum statistics

Threads
1,223,214
Messages
6,170,774
Members
452,353
Latest member
strainu

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top