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Excel 2007 : Sum A Column but Exclude Some Entries

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    Red face Sum A Column but Exclude Some Entries

    I have a commision pay scale where the 1st four units sold are not to be paid to the sales person.

    Between 5 - 15 units sold, 3% commission is paid
    Between 16 - 25 units sold, 4% commission is paid
    Between 26 - 40 units sold, 5% commission is paid
    Between 41 - 52 units sold, 6% commission is paid
    Also, commission for each level attained is retroactive to the 5th unit sold.
    When 53 units are sold, commission is paid from the first unit sold and also increases to 7.5%

    My sheet looks like this:

    I6 = # of units sold
    J6 = Price
    K6 = Commission Paid

    My formula looks like this in K6:K100:

    =IF($I$101<5,J6*0,IF($I$101<16,J6*3%,IF($I$101<26,J6*4%,IF($I$101<41,J6*5%,IF($I$101<53,J6*6%,IF($I$101>=53,J6*7.5%))))))

    I don't know how to sum the total commission paid in K101 because the sales person will also be entering other products sold at different rates in other columns, so some cells will be empty in column K. So, how would I sum column K but exclude adding the first 4 units sold since some cells will be empty in column K?

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    Re: Sum A Column but Exclude Some Entries

    Please attach a dummy sheet explaining what result you want, where you want the formula etc.
    Regards
    Peter

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    Re: Sum A Column but Exclude Some Entries

    @sunnybrook1, I confess I'm a little confused...

    My initial reaction was that this was a tiered commission calculation, however, on further reflection I think you're saying the commission is based on cumulative sales ?

    My question would thus be - if you were to assume the following values:

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    what would be the respective commission payments in K6:K9 ?

    For ex.:

    K7: would this be 5 * 12 * 3% or 1 * 12 * 3% ?
    (ie only the 6th unit is assigned comission)

    K8: would this be 10 * 10 * 4% or (9 * 10 * 3%) + (1 * 10 * 4%)
    etceteras... generally a good idea to provide some examples with expected results or as Peter says better yet - post a sample file.

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    Re: Sum A Column but Exclude Some Entries

    @sunnybrook1 - if you opt to x-post the same question on multiple boards please have the courtesy to disclose all relevant links (on each site)

    http://www.mrexcel.com/forum/showthread.php?t=499724

    As to the why - see: http://www.excelguru.ca/node/7

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    Re: Sum A Column but Exclude Some Entries

    Thank you for all your help! I am attaching a sample file. I am not an excel wiz at all, I am just trying to put something together that will track commisions paid.
    Attached Files Attached Files

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    Re: Sum A Column but Exclude Some Entries

    Your existing formula implies

    a) max. no. of units sold on any sale to be 1
    (if not then it appears commission is based on price - or is price meant to represent total sales value ?)

    b) commission rate is determined by total sales over entire period
    Point b) is an obvious flaw as your historic commission amounts will alter as more units are sold later on ... ie your historic values will constantly change.

    Your total units should be determined by cumulative up to and including current, ie:

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    However, you've yet to answer the questions asked in the earlier post nor have you clearly outlined the expected results in your sample file based on the data within.

    Until then I'm afraid IMO there's little value in people spending time creating a formula etc as this will be (in essence) based on guesstimates as to the final requirements.

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    Re: Sum A Column but Exclude Some Entries

    Sorry, your point B is what we are trying to get to. Our commission is based on cumulative sales but the first 4 units are not paid to the sales person unless they reach 53units sold. At that point, all 53 units are paid and are paid @ 7.5%. If they do not reach 53 units in that month, then they are paid @ 6% excluding the 1st 4 units sold. For example: if they sell 52 units in any month, then they are paid commission for only the last 48 units sold @ 6%. Instead of summing up the total in coulunm K, I need to exclude summing the 1st 4 units sold.

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    Re: Sum A Column but Exclude Some Entries

    Quote Originally Posted by sunnybrook1
    Our commission is based on cumulative sales but the first 4 units are not paid to the sales person unless they reach 53units sold. At that point, all 53 units are paid and are paid @ 7.5%. If they do not reach 53 units in that month, then they are paid @ 6% excluding the 1st 4 units sold.
    So to be clear....

    1. a "sheet" will only ever contain one months worth of sales ?

    2. the commission paid is based on a flat % on the cumulative sales (less 4 units if < 53 units sold) rather than being a tiered calculation
    One point remains unclear - and that relates to "Price" - does this value represent the "per unit" price or is it in fact meant to reflect "Total Sales" (based on n units) ?
    If it's per unit and it's possible that > 1 unit may be sold then you're missing a column of useful information (ie total sales)

    For the sake of demo. if we assume "Price" equates to Total Sales (based on n units) and that no. units can > 1 then further assuming the earlier assumptions to be accurate:

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    Smile Re: Sum A Column but Exclude Some Entries

    OMG!!! That formula works!! Thank you so much!!!

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    Re: Sum A Column but Exclude Some Entries

    Now, that was for one department in my company. We also have another department that gets paid similar but different.

    From the same sheet that was attached below, the department is in the black area of that sheet and they get paid a little different.

    It's also based on cumulative sales.

    The 1st 5 units are not paid to the sales person.
    Between 6 - 15 units sold, 2% commission is paid
    Between 16 - 25 units sold, 3% commission is paid
    Between 26 - 40 units sold, 4% commission is paid
    Between 41 - 54 units sold, 5% commission is paid
    When 55 units are sold, commission is paid from the first unit sold.

    I tried to follow the same formula but entered the cells needed but I got wrong answers. Can you help with this one?

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    Re: Sum A Column but Exclude Some Entries

    You don't specify a % for >= 55 units so I am assuming it is 5% payable on all items.

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    If >=55 units is not 5% add a further item to each vector in the lookup - ie add ,55 after 41 and ,0.n after 0.05 where n is % (eg 0.09 for 9%)

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    Re: Sum A Column but Exclude Some Entries

    Thank you so much for all your help! You have been very helpful!!

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    Re: Sum A Column but Exclude Some Entries

    DonkeyOte,
    You helped me before with the situation above or the formula below. My boss would like to add another product sold but does not want to inclued this product in the tiered commission scale. She wants this product to be sold at a straight commission of 7.5% How can I exclude this from the tiered formula but still include it in the Total Commission Paid?

    K6:
    =IF(N($J6),IF(OR($I$102>52,SUM($I$5:$I5)>=5),$J6,MAX(0,SUM($I$5:$I6)-4)*($J6/$I6))*LOOKUP($I$102,{0,5,16,25,26,41,52},{0,0.03,0.04,0.05,0.06,0.07}),0)

    K102:
    =SUM($K$6:$K$101)

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    Re: Sum A Column but Exclude Some Entries

    A revised sample file with expected results will help here.

    I *think* you're saying that values for a specific Product should:

    a) generate commission at a flat rate irrespective of quantity sold

    and, presumably

    b) units sold of the above Product should be excluded when calculating variable commission for all other products
    In the sample you post it would be a good idea to intersperse sales of this "exceptional" product amongst those of the regular products so we can better follow the logic (via the expected results)

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