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Assistance with Lookup and IF Formulas

  1. #1
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    Assistance with Lookup and IF Formulas

    Hey everyone, I am new here.

    I am struggling with a formula and looking for some assistance please.

    I am creating a quote and can't quite wrap my head around something.

    I have the following parameters:

    1. GST Exempt Y/N
    2. PST Exempt Y/N
    3. List of items - each item has a price and GST Yes/No and PST Yes/No

    I am selecting an item from the list, adding the quantity. I need formulas to plunk in the unit price, GST calculation, PST calculation, and subtotal, taking into consideration the GST and PST exemption cells.

    I am struggling with the GST and PST pricing using both the IF and the LOOKUP formulas. I'd love some assistance. Thank you!!!

  2. #2
    Forum Moderator jeffreybrown's Avatar
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    Re: Assistance with Lookup and IF Formulas

    Hello camper and Welcome to the formula,

    At least for me this is hard to follow without a workbook example.

    Welcome to the forum

    Please attach a sample workbook (not a picture or pasted copy). Make sure there is just enough data to demonstrate your need.

    Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    HTH
    Regards, Jeff

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    Re: Assistance with Lookup and IF Formulas

    Perfect thank you.

    I think this is enough.

    Essentially I need to check the following:
    - Is it GST/PST exempt? Using Y/N
    - I select an item from the list and using a LOOKUP formula check if the CHARGE GST/CHARGE PST column is Y/N
    - Calculate the GST/PST using 5% or 6% depending on the cell

    I'm struggling to get the two formulas combined together

    I have been using *.05 and *.06 in the file for charging taxes, but can change that if needed to create a cell with the percentages and then multiplying the cells.

    Thank you!
    Attached Files Attached Files

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    Re: Assistance with Lookup and IF Formulas

    Unfortunately, the workbook you posted has formulas with external references: [Gold Eagle - Custom Report.xlsx]Lists'!$A$17:$B$56
    Ben Van Johnson

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    Re: Assistance with Lookup and IF Formulas

    See if this helps
    Formula: copy to clipboard
    Please Login or Register  to view this content.

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    Re: Assistance with Lookup and IF Formulas

    My bad, thought I had deleted the reference formula.

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    Re: Assistance with Lookup and IF Formulas

    Thank you, that works for part of it, but what I am struggling with is using the list - some items are charged taxes and some are not. So not all items are charged the 5%.

    I can't quite seem to get the formula correct.

    I edited the spreadsheet a bit to give more detail.

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: Assistance with Lookup and IF Formulas

    I don't see the connection between the first table and the second. This connects the second to the 3rd, in E14, copied across:

    =IF(VLOOKUP($A14,$A$9:$D$10,2+COLUMNS($E:E),FALSE)="N",CHOOSE(COLUMNS($E:E),0.05,0.06)*$D14,"")
    Attached Files Attached Files
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU.

    Temporary addition of accented to illustrate ongoing problem to the TT: L? fh?ile P?draig sona dhaoibh

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    Re: Assistance with Lookup and IF Formulas

    I didn't put enough information, sorry. I got hung up on the least amount of info as possible.

    I've just re-uploaded explaining exactly what I need. Apologies if it's a lot of information.
    Attached Files Attached Files

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: Assistance with Lookup and IF Formulas

    In E9:
    =IF(IF(B$3="Y",0,VLOOKUP(A9,Lists!$A:$D,3,FALSE))="N",D9*0.05,0)

    and in F9:
    =IF(IF(B$4="Y",0,VLOOKUP(A9,Lists!$A:$D,4,FALSE))="N",D9*0.06,0)

    It is mightily confusing that Y=No and N = Yes!!!!
    Attached Files Attached Files

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    Re: Assistance with Lookup and IF Formulas

    Hahaha yes it is confusing, darn those tax exemptions!!!

    Ahhh thank you. I see where I went wrong - I was still referencing a set range and not columns in general, as well as adding an extra ( in front of VLOOKUP

    The only thing left is it is not calculating the GST - I changed the "N" to "Y" right before the D9.

    You are a lifesaver. Thank you so much! I legit spent 12 hours building a spreadsheet yesterday and got super stuck on this ONE part.

  12. #12
    Forum Moderator Glenn Kennedy's Avatar
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    Re: Assistance with Lookup and IF Formulas

    You're welcome.



    If that takes care of your original question, please select "Thread Tools" from the menu link above and mark this thread as SOLVED.

    It'd also be appreciated if you were to click the Add Reputation button at the foot of any of the posts of all members who helped you reach a solution.

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