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Accounting Guru Needed / Excel or Programming

  1. #1
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    Exclamation Accounting Guru Needed / Excel or Programming

    I am trying to use excel as an input/output for generating agent commissions - or if someone knows of a program that will do this faster that is not to pricy that would be great. Here's exactly what I'm trying to accomplish.

    I would like to key in a policy holder's name, social, and the date of the application in cells A1, B1, and C1 (or row 2 using headers in row 1).
    In Cell's D1 and E1 would be the writing agents name and social or ID number.
    In Cell's F1 would be agents assumed commission at 100%, in cell G1 would be commission from F1 based on an 80% pay, and then H1 would be the same F1 commission based on the remaining 20% balance. column's H & G are not really a necessity.

    What I am trying to do is generate a program or formula, that will take all of row 1 using the variable of the agents name (Cell D1) to generate a new sheet that will be used for the commission statement. It will total all payable commissions so that all I have to do is go in and hit Print and we are done.

    What I use now is a master excel where I input all the necessary info, and copy paste it over. In this business that is very time consuming.

    If I could draw a screen It would be something similar to a program where I input all the information and it will output the statement with payable compensation with the specified agents name and his social showing all his policy holders. Then a Year to Date statement that I can print 6 months or 12 months later showing his full pay model.

    Basically have box one is the name of the policy holder, box 2 is the policy holder's social, box 3 is the policy holder's application signature date, box 4 is the agents name, box 5 is the agents social or ID number, and box 6 is his commission percentage (boxes 7 and 8 may or may not be necessary but could be floated if not in use) and then the output would generate to a 1 page statement setup.

    All help would be appreciated thank you! [email protected]

    Anyone know what I'm asking about or does this seem a bit to complicated, please help thanks!

  2. #2
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    10-27-2006
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    EXCEL 2003 (2007 at home)
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    I think this dhould do the trick.

    On second worksheet:
    I1 : agents name
    I2 : =MATCH(I$1,Sheet1!D:D,0)
    I3 : =MATCH(I$1,OFFSET(Sheet1!D$1,I2,0,10000),0)+I2
    replicate down as required

    A1 : =IF(ISNA($I2),"",INDEX(Sheet1!A:A,$I2,1,1))

    replicate across to column H and down as required

    Hide column I

    Mark.

  3. #3
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    Quote Originally Posted by Mark@Work
    On second worksheet:
    I1 : agents name
    I2 : =MATCH(I$1,Sheet1!D:D,0)
    I3 : =MATCH(I$1,OFFSET(Sheet1!D$1,I2,0,10000),0)+I2
    replicate down as required

    A1 : =IF(ISNA($I2),"",INDEX(Sheet1!A:A,$I2,1,1))

    replicate across to column H and down as required

    Hide column I

    Mark.
    Mark does all the information from the master need to start on row 1?
    When I input the codes on sheet 2 it pops up to reference the file, I choose the workbook but then do I do it by the "Master" worksheet or by the variable of the agents name?
    When I input the code in I1 on sheet 2 does it need to read "agents name" or does it need to read "INS Marketing" if the agent is ins marketing?

    Sorry for being so uninformed but i don't usually get this advanced in excel thanks!

    D

  4. #4
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    EXCEL 2003 (2007 at home)
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    First lets get terminology sorted, what I call sheet1 you seem to be calling master. I am a bit concerned that you seem to have file references, I intended that sheet1 (master) and sheet2, just be two worksheets in the same file.

    The way it is supposed to work is that the functions in column I (on sheet2) construct a list of the numbers of the rows from sheet1 (master) where the agents name matches (EXACTLY) the name you type into sheet2!I1.

    The body of sheet2 then copies over the entries from these selected rows, for subsequent printing.
    Thus type into sheet2!I1 the name of each agent in turn, and the rest of the sheet2 should automatically change to give just the entries for that agent.

    It should not matter if there is a header row (or rows) in sheet1 (master).

    Mark.
    Last edited by Mark@Work; 11-13-2006 at 12:23 PM.

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