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MIleage reimbursement form formulas not working

  1. #1
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    MIleage reimbursement form formulas not working

    Another board member was so helpful and assisted in cleaning up the charts I had created. The individual added the Ref-Mileage, Ref-Minutes and Ref-Dropdown sheets.
    I’m in a pickle now because we’ve added new locations, and my formulas no longer work. If someone could please assist me, I would greatly appreciate it! I’m not savvy enough to complete this task on my own.

    Mileage Log and Reimbursement sheet - There are some formulas in place but I do not think they are correct because I moved things around and added components on multiple sheets. The foundation is there, it’s just a matter or updating the formulas. I don’t understand them enough to troubleshoot.
    1. The starting location C26 (and downward) and destination D26 (and downward) must populate F26 based on the sheet entitled Ref-Mileage. If “Yes” is selected in B26 this indicates roundtrip travel and the amount in G26 must be doubled.
    2. The starting location C26 (and downward) and destination D26 (and downward) must populate H26 based on the sheet entitled Ref-Minutes. If Yes is selected in B26 this indicates roundtrip travel and the amount in H26 must be doubled.
    3. The reimbursements noted in column G26 (and downward) must populate a tally up top by destination in F3-F11 and H3-H12 based on the destinations in D26 and downward. So for example, every reimbursement noted in G26( and downward) that coincides with a particular destination in D26(and downward)….let’s say Smithtown for instance, would tally in H11 which is the Smithtown box.
    O
    n the Ref-Dropdowns sheet:
    1. C9 needs to be updated with Hauppauge (LIVM /MCM). I cannot figure out how to do it. The board member that spruced this chart up for me indicated I could hit refresh, but that did not work.

    I am going to be continually adding locations to this spreadsheet so the Ref-Mileage, Ref-Minutes and Ref-Dropdown sheets will need to be updated in the future to support the new locations. I’d also have to add the location on the Mileage Log and Reimbursement sheet where the mileage reimbursement tallies by destination tallies are. I’d love if there is a way that I can just add whatever I need to without worrying about updating formulas to account for the new additions.

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    Re: MIleage reimbursement form formulas not working

    Hi jbrottman,

    After looking at your attached spreadsheet, I see why your "Reimbursement" figure is not showing. It is looking for a value in Cells F3 to F12 and H3 to H13. What goes here and how is it populated??

    Thanks
    ==========
    Bigroo1958
    Austin, Texas
    ==========

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    Re: MIleage reimbursement form formulas not working

    Hi Jbrottman,

    n the Ref-Dropdowns sheet:
    1. C9 needs to be updated with Hauppauge (LIVM /MCM). I cannot figure out how to do it. The board member that spruced this chart up for me indicated I could hit refresh, but that did not work.
    This is a pivot table which is looking at the ref-mileage sheet. As you add new locations and mileage, you will need to refresh on the Ref-Dropdowns sheet then in column c right click to display new locations, or on the Data tab, hit refresh all. This will add new locations on the first tab to the combo boxes under starting location and destination.

    Thanks

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    Re: MIleage reimbursement form formulas not working

    Hi Jbrottman,

    Who ever set this up for you did a good job.

    am going to be continually adding locations to this spreadsheet so the Ref-Mileage, Ref-Minutes and Ref-Dropdown sheets will need to be updated in the future to support the new locations. I’d also have to add the location on the Mileage Log and Reimbursement sheet where the mileage reimbursement tallies by destination tallies are. I’d love if there is a way that I can just add whatever I need to without worrying about updating formulas to account for the new additions.
    As it stands there is not need to update formulas from what I can see. The Milegae chart is a table with a named range will continue to pickup the new rows as you add them.

    I hope this makes sense to you?

    Thanks

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    Re: MIleage reimbursement form formulas not working

    The reimbursement is based on the one way mileage from the starting location to the destination multiplied by the rate per mile in C7 which is $.54. If it "yes" is selected under the roundtrip column, the reimbursement amount will double (to reflect roundtrip mileage as opposed to one way). The mileage column is based on the starting location and destination chart on the Ref-Mileage sheet. Does that help?
    Last edited by jbrottman; 08-03-2016 at 02:36 PM.

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    Re: MIleage reimbursement form formulas not working

    I just edited the response above.

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    Re: MIleage reimbursement form formulas not working

    Hi jbrottman,

    Thanks for your response, this I already know from your first post.

    My question is:
    I see why your "Reimbursement" figures are not showing. It is looking for a value in Cells F3 to F12 and H3 to H13. What goes here and how is it populated??
    The formula under the "Reimbursement" starting at G26 is this
    [CODE]
    =IF($B26="Yes",F26*$F$3*2,$F26*$F$3)
    [CODE]

    What goes in the Cells F3 to F12 and H3 to H13

    Thanks

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    Re: MIleage reimbursement form formulas not working

    My apologies. I misunderstood you. The fields up top are reimbursement tallies from (G26 and downward) by destination (D26 and downward). Here is an example. Does this help?
    test.png

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    Re: MIleage reimbursement form formulas not working

    There is no formula in these cells, so is this a manual entry???
    I could not open your test.png file, sorry!

    These cells are empty, the reimbursement column will not populate as it is looking here at F3.

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    Re: MIleage reimbursement form formulas not working

    the file attachment was the same thing as the image that I pasted into the the thread.

    There is no formula, that's the problem. I do not know how to create one. I can share a formula that was used in my version of this mileage form. here you go.

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    Re: MIleage reimbursement form formulas not working

    Aw, this makes more sense now, the formulas in your new version were incorrect.

    I will send to you when done!!

    Thanks

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    Re: MIleage reimbursement form formulas not working

    Awesome, thank you!

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    Re: MIleage reimbursement form formulas not working

    Here you go, how does this look??

    Thanks
    Attached Files Attached Files

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    Re: MIleage reimbursement form formulas not working

    I'm stepping into a meeting, but will review this when I get into work first thing tomorrow morning. Thank you in advance for all of your assistance!!!!!!!!

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    Re: MIleage reimbursement form formulas not working

    No Problem, let me know if you need changes!!
    Thanks

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    Re: MIleage reimbursement form formulas not working

    We're almost there! I added two more rows (29 and 30) noting round trip travel for two starting location/destination combos that you had previously tested as one way so that I compare the populated results. I then noticed that the minutes in column H26 and downward are not doubling when "yes" is selected under round trip travel in B26 and downward. I highlighted the minutes in red that should be doubled.test.png

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    Re: MIleage reimbursement form formulas not working

    Correction to my last post (I could not figure out how to edit it)

    We're almost there! I added two more rows (29 and 30) noting round trip and one way travel for two starting location/destination combos that you had previously tested so
    that I compare the populated results. I then noticed that the minutes in column H26 and downward are not doubling when "yes" is selected under round trip travel in B26
    and downward. I highlighted the minutes in red that should be doubled.

    Thank you!test.png

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    Re: MIleage reimbursement form formulas not working

    Hi Jbrottman,

    I know what you need, but not too sure how to incorporate the if statement into the Index and Match formula as is there for the other column for the reimbursement.
    Still looking into it.

    Others, please feel free to jump in to help out?
    Thanks

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    Re: MIleage reimbursement form formulas not working

    Thanks so much! I looked at the formula that was in an old spreadsheet and tried plugging it in but it did not work. Here is it if you want to mess with it.

    =IFERROR(INDEX(Minutes[#All],MATCH(C26,Minutes[[#All],[Mileage Minutes]],0),MATCH(D26,Minutes[#Headers],0)),0)

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    Re: MIleage reimbursement form formulas not working

    Thanks, I have the formula.

    Like I mentioned I am trying to incorporate this If statement into the Index Match formula for the Mileage Hours/minutes column.

    =IF(INDEX(Minutes[#All],MATCH(C26,Minutes[[#All],[Mileage Minutes]],0),MATCH(D26,Minutes[#Headers],0)),$B26="Yes",H26*2,(INDEX(Minutes[#All],MATCH(C26,Minutes[[#All],[Mileage Minutes]],0),MATCH(D26,Minutes[#Headers],0)),H26)
    but this does not work.

    This formula needs to go in cell H26 and downwards

    Assistance is welcomed for the correct syntax!!

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    Re: MIleage reimbursement form formulas not working

    To get the minutes to double for round trips, try the formula below in H26 and fill down:

    =IFERROR(IF(B26="NO",INDEX(Minutes[#All],MATCH(C26,Minutes[[#All],[Mileage Minutes]],0),MATCH(D26,Minutes[#Headers],0)),2*INDEX(Minutes[#All],MATCH(C26,Minutes[[#All],[Mileage Minutes]],0),MATCH(D26,Minutes[#Headers],0))),0)

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    Re: MIleage reimbursement form formulas not working

    Thank you Cantosh, this works as requested by Jbrottman!!

    Here you go with the new formula!!

    Thanks
    Attached Files Attached Files

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    Re: MIleage reimbursement form formulas not working

    glad to help, good luck!

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    Re: MIleage reimbursement form formulas not working

    I'm going to review this first thing monday morning!

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    Re: MIleage reimbursement form formulas not working

    The formulas look great! There is an error on the second sheet entitled Ref-Dropdowns that I cannot fix. The list of locations needs to be updated. I am hitting
    refresh but nothing is happening. I need to update the locations below that I added stars next to.


    Amityville
    Bay Shore 180
    Bay Shore 375
    Brentwood
    Deer Park
    Garden City
    Hamilton
    ***Hauppauge 110 Marcus Blvd
    Hauppauge (LIVM / Middle Country Management)
    Hempstead
    Holbrook
    ***Huntington 281 Main
    ***Huntington 148 E Main
    Little Neck
    Port Jefferson
    Riverhead
    Sayville
    Smithtown
    Southampton
    Southold
    West Islip
    Attached Files Attached Files

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    Re: MIleage reimbursement form formulas not working

    Try this:

    1) Click on the pivot table
    2) Select the "Options" tab in your ribbon
    3) Select "Change Data Source"
    4) In the "Change PivotTable Data Source" userform, enter your Table/Range as: "mileage" (enter it without quotes). That fixed it for me.

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    Re: MIleage reimbursement form formulas not working

    Jbrottman,

    You need to add new locations to the bottom of Ref-Mileage and Ref-Minutes tables.
    Then, go to the Ref-DropDowns and right click in column C and refresh.

    You will need to follow the steps above that cantosh outlines to update the "Change PivotTable Data Source" until you have this finished as you want.

    Thanks

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    Wink Re: MIleage reimbursement form formulas not working

    I caught a little glitch but it was a simple fix. I think I am good to go.
    I'm very grateful for the forums assistance. If I catch anything else that i cannot handle, I'll reply to the post. Thank you!!!!!!

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    Re: MIleage reimbursement form formulas not working

    Jbrottman,

    This is great news, glad we could help you out.

    If you have further questions, please start a news thread.

    1. If your question is resolved, mark it SOLVED using the thread tools
    2. Click on the star if you think someone helped you

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