Count/IFSum formula Question

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Hello;


for a financial sheet I am trying to find a formula combination.

the scenario goes as follows: if person A ticks a box in column X, a certain amount of due paiment (column Y) will be reduced by 30k (up until 0). The total sum (column Z) that person A will need to pay is the sum of all relevant columns, including the due paiment in column Y (if it's 0, it's 0 euros).

Additionally, the amount that shows in column Y (that will be reduced by 30k if a box is ticked) is a certain percentage of the sum that is shown in column W.

How can I make it so that I only need to fill in the amount in column W, and potentially tick the box in column X, to resolve this calculation? I have tried a few solutions but it'll only make me do as much work as I'd calculate it myself.


Thank you for your help!

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
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    Are you able to provide some screenshots (sample data if needed) for context?

  • Nick Korna
    Nick Korna ✭✭✭✭✭✭
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    Hi @Eva Group Deneve,

    For the first part:

    =IF(X@row = 1, MAX(Y@row - 30000, 0), Y@row)

    If the checkbox in X is ticked, then 30000 will be subtracted from Y, or 0 if this would be negative.

    It's a bit tricky to work out what the next formula regarding column Z would be as the columns involved haven't been specified, but you should be able to do this easily with a SUM formula.

    For the percentages, if you're wanting to check that your percentage is acceptable pre/post adjustment then you can have a couple of columns to show this. For example, if you want what percentage Y is of W pre/post modification:

    Pre modification:

    =Y@row / W@row

    Post modification:

    =MAX((Y@row - 30000) / W@row, 0)

    This assumes you want 0 as a minimum, otherwise you can ditch the MAX portion to include negatives:

    =(Y@row - 30000) / W@row

    You can then use a filter in needs be to display acceptable/unacceptable results and/or combine with conditional formatting.

    Hope this makes sense, but if I've misunderstood something or you've any problems/questions, then just post! 🙂

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