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#1
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Excel 2003 - Tracking caps
I have a dollar amount I track of what I've paid into my company that - after
a certain amount - cap (I don't pay in anymore). I want to track how much I owe, and when a transaction would cap me, I want it to only show how much I really paid in, and then any future tranactions show 0 for Dues. Some sample data of what I'm getting now: A B C D Gross Dues Net Totals 6000 2400 3540 Transaction 1 1000 400 600 Transaction 2 2000 800 1200 Transaction 3 3000 1200 1800 Transaction 4 4000 1600 2400 Lets say that my dues cap at 2000. I want to have a formula that when the Totals row gets to 2000, Tranaction 3 will show that instead of paying 1200 in, I only paid 800 in, and then have Transaction 4 show 0. However, because the Totals row is a sum of the Dues row, I get circluar reference errors when I try to reference it. Any suggestions? Thanks! |
#2
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Excel 2003 - Tracking caps
Suppose you have entries of 400 and 800 in cell C4 and C5. In cell C6 try this formula and copy down...Here we dont refer the total cell directly instead get the sum of all cells above..starting from C4. =2000-SUM($C$4:C5) If this post helps click Yes --------------- Jacob Skaria "Amanda" wrote: I have a dollar amount I track of what I've paid into my company that - after a certain amount - cap (I don't pay in anymore). I want to track how much I owe, and when a transaction would cap me, I want it to only show how much I really paid in, and then any future tranactions show 0 for Dues. Some sample data of what I'm getting now: A B C D Gross Dues Net Totals 6000 2400 3540 Transaction 1 1000 400 600 Transaction 2 2000 800 1200 Transaction 3 3000 1200 1800 Transaction 4 4000 1600 2400 Lets say that my dues cap at 2000. I want to have a formula that when the Totals row gets to 2000, Tranaction 3 will show that instead of paying 1200 in, I only paid 800 in, and then have Transaction 4 show 0. However, because the Totals row is a sum of the Dues row, I get circluar reference errors when I try to reference it. Any suggestions? Thanks! |
#3
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Excel 2003 - Tracking caps
Thanks for the help! It took me a little massaging though to get the dues to
act completely like I wanted. Corrected Sample Data: A B C D Gross Dues Net Totals 10000 2000 6000 Transaction 1 1000 400 600 Transaction 2 2000 800 1200 Transaction 3 3000 400 1800 Transaction 4 4000 0 2400 I had to adjust your statement to =IF(((2000-SUM($C$7:C8)))=(B9*0.4),B9*0.4,IF((2000-SUM($C$7:C8))=0,0,2000-SUM($C$7:C8))) To get the numbers to not go negative after the cap of 2000 was met. Is there any cleaner/better way to get this result? "Jacob Skaria" wrote: Suppose you have entries of 400 and 800 in cell C4 and C5. In cell C6 try this formula and copy down...Here we dont refer the total cell directly instead get the sum of all cells above..starting from C4. =2000-SUM($C$4:C5) If this post helps click Yes --------------- Jacob Skaria "Amanda" wrote: I have a dollar amount I track of what I've paid into my company that - after a certain amount - cap (I don't pay in anymore). I want to track how much I owe, and when a transaction would cap me, I want it to only show how much I really paid in, and then any future tranactions show 0 for Dues. Some sample data of what I'm getting now: A B C D Gross Dues Net Totals 6000 2400 3540 Transaction 1 1000 400 600 Transaction 2 2000 800 1200 Transaction 3 3000 1200 1800 Transaction 4 4000 1600 2400 Lets say that my dues cap at 2000. I want to have a formula that when the Totals row gets to 2000, Tranaction 3 will show that instead of paying 1200 in, I only paid 800 in, and then have Transaction 4 show 0. However, because the Totals row is a sum of the Dues row, I get circluar reference errors when I try to reference it. Any suggestions? Thanks! |
#4
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Excel 2003 - Tracking caps
Try
=IF((2000-SUM($C$7:C8))=(B9*0.4),B9*0.4,MAX(0,(2000-SUM($C$7:C8))) If this post helps click Yes --------------- Jacob Skaria "Amanda" wrote: Thanks for the help! It took me a little massaging though to get the dues to act completely like I wanted. Corrected Sample Data: A B C D Gross Dues Net Totals 10000 2000 6000 Transaction 1 1000 400 600 Transaction 2 2000 800 1200 Transaction 3 3000 400 1800 Transaction 4 4000 0 2400 I had to adjust your statement to =IF(((2000-SUM($C$7:C8)))=(B9*0.4),B9*0.4,IF((2000-SUM($C$7:C8))=0,0,2000-SUM($C$7:C8))) To get the numbers to not go negative after the cap of 2000 was met. Is there any cleaner/better way to get this result? "Jacob Skaria" wrote: Suppose you have entries of 400 and 800 in cell C4 and C5. In cell C6 try this formula and copy down...Here we dont refer the total cell directly instead get the sum of all cells above..starting from C4. =2000-SUM($C$4:C5) If this post helps click Yes --------------- Jacob Skaria "Amanda" wrote: I have a dollar amount I track of what I've paid into my company that - after a certain amount - cap (I don't pay in anymore). I want to track how much I owe, and when a transaction would cap me, I want it to only show how much I really paid in, and then any future tranactions show 0 for Dues. Some sample data of what I'm getting now: A B C D Gross Dues Net Totals 6000 2400 3540 Transaction 1 1000 400 600 Transaction 2 2000 800 1200 Transaction 3 3000 1200 1800 Transaction 4 4000 1600 2400 Lets say that my dues cap at 2000. I want to have a formula that when the Totals row gets to 2000, Tranaction 3 will show that instead of paying 1200 in, I only paid 800 in, and then have Transaction 4 show 0. However, because the Totals row is a sum of the Dues row, I get circluar reference errors when I try to reference it. Any suggestions? Thanks! |
#5
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Excel 2003 - Tracking caps
Thanks, that works like a charm!
Amanda "Jacob Skaria" wrote: Try =IF((2000-SUM($C$7:C8))=(B9*0.4),B9*0.4,MAX(0,(2000-SUM($C$7:C8))) If this post helps click Yes --------------- Jacob Skaria "Amanda" wrote: Thanks for the help! It took me a little massaging though to get the dues to act completely like I wanted. Corrected Sample Data: A B C D Gross Dues Net Totals 10000 2000 6000 Transaction 1 1000 400 600 Transaction 2 2000 800 1200 Transaction 3 3000 400 1800 Transaction 4 4000 0 2400 I had to adjust your statement to =IF(((2000-SUM($C$7:C8)))=(B9*0.4),B9*0.4,IF((2000-SUM($C$7:C8))=0,0,2000-SUM($C$7:C8))) To get the numbers to not go negative after the cap of 2000 was met. Is there any cleaner/better way to get this result? "Jacob Skaria" wrote: Suppose you have entries of 400 and 800 in cell C4 and C5. In cell C6 try this formula and copy down...Here we dont refer the total cell directly instead get the sum of all cells above..starting from C4. =2000-SUM($C$4:C5) If this post helps click Yes --------------- Jacob Skaria "Amanda" wrote: I have a dollar amount I track of what I've paid into my company that - after a certain amount - cap (I don't pay in anymore). I want to track how much I owe, and when a transaction would cap me, I want it to only show how much I really paid in, and then any future tranactions show 0 for Dues. Some sample data of what I'm getting now: A B C D Gross Dues Net Totals 6000 2400 3540 Transaction 1 1000 400 600 Transaction 2 2000 800 1200 Transaction 3 3000 1200 1800 Transaction 4 4000 1600 2400 Lets say that my dues cap at 2000. I want to have a formula that when the Totals row gets to 2000, Tranaction 3 will show that instead of paying 1200 in, I only paid 800 in, and then have Transaction 4 show 0. However, because the Totals row is a sum of the Dues row, I get circluar reference errors when I try to reference it. Any suggestions? Thanks! |
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