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Calculate a capped deals amount based on client

  1. #1
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    Calculate a capped deals amount based on client

    Calculate a capped amount based on client. For example, if the same client has multiple deals for the year, commissions should only be paid on an annual capped amount of 250K even if the total is over 550, see example below.

    Company Deals
    A 100
    B 200
    C 150
    A 200
    A 250

    I would like to cap Company A sales at 250. Please advise.

    Much appreciated!

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    Forum Expert martindwilson's Avatar
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    Re: Calculate a capped deals amount based on client

    =MIN(SUMIF(A1:A10,"a",B1:B10),250)
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    Re: Calculate a capped deals amount based on client

    something is wrong with my formula it returning a value of 250 in all my cells. What am I doing today incorrect

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    Forum Expert martindwilson's Avatar
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    Re: Calculate a capped deals amount based on client

    i could not possibly guess what have you put and where?
    Attached Files Attached Files
    Last edited by martindwilson; 05-11-2013 at 12:00 PM.

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    Re: Calculate a capped deals amount based on client

    Thank you that works, however, a bit more complex than I thought, I have included in the attached a view of what how I want the calculation to flow (maximum cumulative value).
    http://www.excelforum.com/
    Attached Files Attached Files

  6. #6
    Forum Expert martindwilson's Avatar
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    Re: Calculate a capped deals amount based on client

    i have no idea what you are doing but i can reproduce both those columns
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