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Return target based on multiple factors

  1. #1
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    Return target based on multiple factors

    Hello helpful Excel community,

    I am not sure if it lack of knowledge or simple brain freeze but I am stuck on identifying the what and how to implement a function to return me a target based on multiple factors.

    I have teams of fruit sales people who have different targets depending on their fruit specialization and length of time with the business.

    So I have 3 teams of salespeople, with each team having 3 categories of sales people within team. Example:

    Apple Sales Team:
    - less than 6 months tenure = 2 boxes per day
    - between 6 and 12 months tenure = 3 boxes per day
    - greater than 12 months tenure = 4 boxes per day

    Banana Sales Team:
    - less than 6 months tenure = 3 boxes per day
    - between 6 and 12 months tenure = 5 boxes per day
    - greater than 12 months tenure = 6 boxes per day

    Orange Sales People:
    - less than 6 months tenure = 1 boxe(s) per day
    - between 6 and 12 months tenure = 2 boxes per day
    - greater than 12 months tenure = 3 boxes per day

    As teach team has different targets depending on their specialization - is there a formula that can return the daily target (listed in another tab as per the above list) based on the sales person's team and tenure?

    Any help at all much appreciated!

    Kindest regards,
    KW
    Attached Files Attached Files
    Last edited by KevyWevz; 12-09-2020 at 09:42 AM.

  2. #2
    Forum Moderator AliGW's Avatar
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    Re: Return target based on multiple factors

    There are instructions at the top of the page explaining how to attach your sample workbook.
    Ali


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  3. #3
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    Re: Return target based on multiple factors

    Thank you - sample file updated.

  4. #4
    Forum Moderator AliGW's Avatar
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    Re: Return target based on multiple factors

    Add a band helper column to your lookup table:

    Excel 2016 (Windows) 32 bit
    I
    J
    K
    L
    2
    Team Tenure Band Target
    3
    Apple 0-6 months
    0
    2
    4
    Apple 6-12 months
    6
    3
    5
    Apple 12+ months
    12
    4
    6
    Banana 0-6 months
    0
    3
    7
    Banana 6-12 months
    6
    5
    8
    Banana 12+ months
    12
    6
    9
    Orange 0-6 months
    0
    1
    10
    Orange 6-12 months
    6
    2
    11
    Orange 12+ months
    12
    3
    Sheet: Targets

    Then try this:

    =INDEX($L$3:$L$11,MATCH(C2,IF($I$3:$I$11=B2,$K$3:$K$11),1))

    You may need to confirm the formula entry with CTRL+SHIFT+ENTER before copying down.

    Excel 2016 (Windows) 32 bit
    A
    B
    C
    D
    1
    SalesPerson Team Tenure (months) Target
    2
    SalesPerson-A Apple
    24
    4
    3
    SalesPerson-B Apple
    16
    4
    4
    SalesPerson-C Apple
    2
    2
    5
    SalesPerson-D Banana
    21
    6
    6
    SalesPerson-E Banana
    14
    6
    7
    SalesPerson-F Banana
    5
    3
    8
    SalesPerson-G Banana
    9
    5
    9
    SalesPerson-H Orange
    9
    2
    10
    SalesPerson-I Orange
    11
    2
    11
    SalesPerson-J Orange
    3
    1
    12
    SalesPerson-K Apple
    6
    3
    13
    SalesPerson-L Orange
    20
    3
    Sheet: Targets
    Last edited by AliGW; 12-09-2020 at 10:28 AM.

  5. #5
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    Re: Return target based on multiple factors

    That is exactly what I needed. Many thanks, AliGW!

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