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Multiple Criteria Formula

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    Lightbulb Multiple Criteria Formula

    I am trying to figure out a formula to calculate a set of answers based on multiple criteria, which interconnect with one another...It's complicated, so here's the issue at hand:

    Manual Fill-In Box is $ AMOUNT; Drop Down Lists are REV. TYPE, STATION, and STATUS

    Need to assign percentage values to the STATUS drop down box, and Calculate Answers based on several different variables, to enter into the YELLOW boxes (see attachment)... Let's take the station "KWNZ" for example......


    Current Direct Booked: Would be the $ AMOUNT, with "Direct" REV. TYPE selected AND with STATION "KWNZ" selected (text "KWNZ" would be from whatever text is selected in E59). Finally, the STATUS would be "Booked 100%" which is assigned/multiplied by 100% of the $ AMOUNT

    Current Agency Booked: Same thing as above, but with "Agency" selected for the REV. TYPE

    Current Direct Pending: Would be the $ AMOUNT multiplied by the assigned percentage value (.095, .075, .05, .025, 0.01) for each STATUS (for everything other than "Booked 100%"), for REV. TYPE "Direct", and STATION "KWNZ" (or whichever station is selected in cell E59)

    Current Agency Pending: Same thing as above, but with "Agency" selected for the REV. TYPE



    I am having great difficulty with this, so any help would be GREATLY appreciated. See the attached excel sheet to see what I am talking about. THANK YOU!!!
    Attached Files Attached Files

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    Re: Multiple Criteria Formula

    With Excel 2003, you need SUMPRODUCT.

    For example:

    =SUMPRODUCT(--($I$8:$I$46="DIRECT"),--($L$8:$L$46=F$48),--($E$8:$E$46))


    Regards
    Trevor Shuttleworth - Retired Excel/VBA Consultant

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    Re: Multiple Criteria Formula

    This would be the formula for F49

    =SUMPRODUCT((E8:E46)*(I8:I46="Direct")*(L8:L46=F$48)*(O8:O46="BOOKED (100%)"))

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    Re: Multiple Criteria Formula

    So Far So Good

    You guys are awesome - Thank you!


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    Re: Multiple Criteria Formula

    Yes - but now comes the hard part.

    With your current setup I don't see any easy way to grab the %'s you want.

    And merged cells just add to your headaches.

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    Lightbulb Re: Multiple Criteria Formula

    Any recommendations to make this easier and more user friendly?

    Obviously I can scrap the current version, and reduced the merged cells.

    Anything beyond that, in your opinion?

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    Re: Multiple Criteria Formula

    And what about assigning percentage values to the drop down options in the STATUS section... Is that possible to do in such a formula?

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    Re: Multiple Criteria Formula

    The one that immediately comes to mind is adding a column to hold the amount resulting from the percentage given in column O. Doing that will allow formulas already given to be adapted easily.

    Maybe TMShucks has some ideas.

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    Re: Multiple Criteria Formula

    Leaving the sheet as you have it would require summing the 5 different percentages. In other words you would take the formula already given but change the BOOKED (100%) to PENDING (95%) then add the same formula but changed to VERY LIKELY (75%) then add....etc until the last one. So you end up with 5 SUMPRODUCT()'s added together.

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    Re: Multiple Criteria Formula

    What would an example of that look like? Sorry, I don't even know where to begin with this one...


    Thank you again @Cutter

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    Re: Multiple Criteria Formula

    In F52

    =SUMPRODUCT(($E$8:$E$46)*($I$8:$I$46="Direct")*($L$8:$L$46=F$48)*($O$8:$O$46="PENDING (95%)"))*.95+SUMPRODUCT(($E$8:$E$46)*($I$8:$I$46="Direct")*($L$8:$L$46=F$48)*($O$8:$O$46="VERY LIKELY (75%)"))*.75

    Just for the first 2 %'s. To complete it you need to add the other 3 so you can see how long the result would be.


    EDIT - I edited the above formula because I forgot to put in the % adjustments (*.95 and *.75)
    Last edited by Cutter; 03-24-2011 at 07:39 AM.

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    Re: Multiple Criteria Formula

    If it were me, yes, I'd make a few changes ;-)

    1. Split the data input/collection and the analysis into two separate sheets. You then don't need to worry about aligning cells containing different types and lengths of data. It also makes it easier to add data at the bottom of the list rather than inserting rows (and wondering if your formulae still include all the data).

    If you have more than one type of analysis, I'd put them on different sheets ... same reasons.

    If you need to print all the data, just select all the sheets and print them ... and they will automatically start new pages for each sheet which, in my opinion, makes it easier to follow (but wastes some paper)

    2. I'd remove all merged cells ... really bad news

    3. I'd remove all blank columns ... yes, you can make the layout look pretty but it can be a pain for sorting and/or filtering.

    4. I'd try and only have one header row on the data input ... makes it easier if you want to create dynamic ranges. Not a big issue though given the format you have.

    5. I'd split the Categories into three columns to reflect the options in the drop down boxes ... that way you can use those cells in the SUMPRODUCT rather than using text values. This makes it easier to have "common" formula rather than specifics depending on the row.

    You can also use the status to look up (VLOOKUP) the percentage for calculations.

    6. If your clients are regulars, I'd have another sheet listing client names and details, for example contacts, addresses, zip codes, whatever.

    You can use the client names in another drop down box which is good for consistent input of client names because, have no doubt, there will come a point where you also want to analyse the sales by client and/or location to determine the value, effort and consistency.

    Even if you're getting new clients, I think it still makes sense to add them to a client list for subsequent re-use and analysis.

    7. Depending on how long a period you are going to be inputting data, it might be useful to have a date column. It's one of those things ... if you don't put it in from the start, it's a pain to do later when you decide you want an analysis by day, week or month, etc.

    So, a few thoughts ... I hope it doesn't sound picky, but you did ask ;-)

    Let me know if you need any clarification.

    Regards

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