+ Reply to Thread
Results 1 to 12 of 12

Calculate percentage of each client separately

  1. #1
    Registered User
    Join Date
    11-01-2023
    Location
    Tallinn, Estonia
    MS-Off Ver
    MS Excel 365
    Posts
    60

    Calculate percentage of each client separately

    So I have this data with dates, clients and percentages that I'm trying to check.
    The main goal is to get 100% for each client by combining the WBS elements.

    In the example file: the clients in column I are AGA and IKI. First I need to check if every month equals 100% (yellow, orange and green indicate the example periods). I did so in column N. There could be mismatches, but in my example file both clients have 100%. But what if they don't?
    Then I combined the client with WBS element in column O and found the unique values in column P.
    In column Q I used the SUMIFS function to add up the percentages from column M for the unique client +WBS element.

    But the problem is, that I would need to calculate the percentages of each client seperately, as I did in column V for AGA and IKI, just to show how it's supposed to look.
    So I need to divide each percentage from the unique client + WBS element with the sum of the clients percentages and multiply by 100%.

    I tried using this formula but to no avail.
    Formula: copy to clipboard
    Please Login or Register  to view this content.


    Maybe I could start from whole other end with this task.
    But if not, then I would just need to get the same result as in column V, but with a formula.

    Any ideas?
    Attached Files Attached Files

  2. #2
    Forum Expert
    Join Date
    06-05-2017
    Location
    Brazil
    MS-Off Ver
    Microsoft 365 Version 2404
    Posts
    1,259

    Re: Calculate percentage of each client separately

    I use helper columns R & S, and in colum T, check for 100%.

    In R3, copied down:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    In S3, copied down:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    In T3, copied down:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    Maybe there is a way to accomplish this with a one-go formula, but I have not yet mastered those new dynamic functions.
    I hope this helps you.

    Good luck!
    Attached Files Attached Files

  3. #3
    Registered User
    Join Date
    11-01-2023
    Location
    Tallinn, Estonia
    MS-Off Ver
    MS Excel 365
    Posts
    60

    Re: Calculate percentage of each client separately

    Thank You for these formulas! Excel calculates much faster the 35k+ rows of data with these than with the ones I tried earlier.

    But there is this one client ALS that has only one value in cell I2 (3,69) and the total is still 100.
    Tho with all the other clients the total is 1200 and after calculating only the unique value I get 100 and so the total is always 100%.

    I put one other client for the reference.

    Am I not fully understanding the logic of it or is it some kind of an odd one out?
    Attached Files Attached Files

  4. #4
    Forum Moderator Glenn Kennedy's Avatar
    Join Date
    07-08-2012
    Location
    Digital Nomad... occasionally based in Ireland.
    MS-Off Ver
    O365 (PC) V 2403
    Posts
    44,067

    Re: Calculate percentage of each client separately

    This formula calculates the totals separately (so if IKI totals 15000 it all adjusts automatically):

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


    based on your ORIGINAL file. No copy/paste needed.
    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: Lá fhéile Pádraig sona dhaoibh

  5. #5
    Forum Expert
    Join Date
    06-05-2017
    Location
    Brazil
    MS-Off Ver
    Microsoft 365 Version 2404
    Posts
    1,259

    Re: Calculate percentage of each client separately

    You're welcome. Glad to help.

    Not sure I follow you, but this formula, for example in M2, copied down returns the sum per client. Maybe it will help you better visualize the calculation.
    Formula: copy to clipboard
    Please Login or Register  to view this content.

  6. #6
    Registered User
    Join Date
    11-01-2023
    Location
    Tallinn, Estonia
    MS-Off Ver
    MS Excel 365
    Posts
    60

    Re: Calculate percentage of each client separately

    With all the data it seems as if this formula:
    Formula: copy to clipboard
    Please Login or Register  to view this content.


    gives different values as this formula:
    Formula: copy to clipboard
    Please Login or Register  to view this content.


    How could I modify the second formula to show the values only where the last client ends/has the final value in column K?

  7. #7
    Forum Expert
    Join Date
    06-05-2017
    Location
    Brazil
    MS-Off Ver
    Microsoft 365 Version 2404
    Posts
    1,259

    Re: Calculate percentage of each client separately

    The second formula returns blank unless there is a value in column L, which in turn will only show a value after the last client value from column K.

  8. #8
    Registered User
    Join Date
    11-01-2023
    Location
    Tallinn, Estonia
    MS-Off Ver
    MS Excel 365
    Posts
    60

    Re: Calculate percentage of each client separately

    True, but I'm aiming for the same effect as the first formula has. So that it shows the Total % value only where the last values are in column K.

    Oh the formula starts with K2, not with L2. A mistake.

    I'm just hoping to get rid of the column K formula, as it doesn't seem to give the right result.
    Last edited by Fusionista; 04-16-2024 at 10:58 AM.

  9. #9
    Forum Moderator Glenn Kennedy's Avatar
    Join Date
    07-08-2012
    Location
    Digital Nomad... occasionally based in Ireland.
    MS-Off Ver
    O365 (PC) V 2403
    Posts
    44,067

    Re: Calculate percentage of each client separately

    Did you even LOOK at Post 4???

  10. #10
    Registered User
    Join Date
    11-01-2023
    Location
    Tallinn, Estonia
    MS-Off Ver
    MS Excel 365
    Posts
    60

    Re: Calculate percentage of each client separately

    I totally did and tried to figure it out as well.... But couldn't manage with that

  11. #11
    Forum Moderator Glenn Kennedy's Avatar
    Join Date
    07-08-2012
    Location
    Digital Nomad... occasionally based in Ireland.
    MS-Off Ver
    O365 (PC) V 2403
    Posts
    44,067

    Re: Calculate percentage of each client separately

    The key question is... did it work? If not where did it fail? Some sort of acknowledgement of help is preferable to being ignored.

  12. #12
    Registered User
    Join Date
    11-01-2023
    Location
    Tallinn, Estonia
    MS-Off Ver
    MS Excel 365
    Posts
    60

    Re: Calculate percentage of each client separately

    Of course, sorry

    It does work perfectly, but I'd still have to create probably some helper columns to get the sum to 100, as it's not rounded to 2 decimal places. Or maybe it doesn't have to be. Maybe there's another way to solve it.
    Tho I believe helper columns are the way for it.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] Calculate Weekdays and Weekends Separately
    By Gerhardvanzyl1 in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 03-17-2022, 06:36 AM
  2. Deducting percentage, calculate what percentage needs to be added to reverse
    By HereComesTheBoom in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 03-15-2019, 05:47 AM
  3. Formula to calculate client longevity
    By micina in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 10-31-2017, 01:27 PM
  4. [SOLVED] Help - Calculate sum based on numeric value and store separately
    By ExcelUser2707 in forum Excel General
    Replies: 4
    Last Post: 01-28-2015, 04:11 AM
  5. Client Churn: percentage of new clients by year
    By Ticktockman in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 07-08-2014, 06:28 PM
  6. Calculate Sheets separately
    By maw230 in forum Excel General
    Replies: 1
    Last Post: 06-10-2010, 05:50 PM
  7. calculate the commission for each client automaticaly
    By mszumins in forum Excel General
    Replies: 4
    Last Post: 06-07-2008, 02:05 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1