Can anyone help me figure this out?

[jacob farino]

(There is a previous post on this, but no resolution, please reply for more
information)

Okay, here are the details and the exact data:

A12 thru A17 = Income Source (text, user defined [examples would be Social
Security, Pension, etc.])

B12 thru B17 = Amount Received (will be currency in $dddd.cc format)

C12 thru C17 = Tax Deductible? (currenty have a drop-down list option, YES
or NO)

A18 = Subtotal (text)

B18 = Subtotal (calculated sum of above columns)

C18= [empty]

A20 = Choose an Investor (text)

B20 = Investor name (from drop down list)

C20 = Mark up amount (i.e., 125%, would like it to auto fill from the
investor chosen)

A22 = Total (text)

B22 = Total (calculated sum after any investor mark-up)

DATA:
Source can be any written text, not important to formula
Amount Received is the actual income received (i.e., $2002.50)
Tax Deductible will be either yes or no, user inputted
Investors and their corresponding mark up amount:
Acoustic 125%
Argent 120%
Countrywide 125%
First Franklin 127%
Indymac 125%
New Century 123%
Novastar 125%
Saxon 120%

GOAL: Like I mentioned earlier, for any line items (rows 12-17) I will mark
as either yes or no, if yes, then that amount received is to be multiplied
by the mark up, and the total line items will be summed in the total bar.
(perhaps the investor choice should be above the data so it is selected
first?)

I hope this clears things up, if not, please let me know, and thanks for
everyone's input.

Jacob

 

[JulieD]

Hi Jacob

what do you need exactly? ... if its formulas, then the formula for C2 is
=IF(B20="","",VLOOKUP(B20,InvestorTable,2,FALSE))
where the Investors and the related % are in a table with the range name of
InvestorTable
and the formula for B22 is
=B18*C20

if you'ld like me to send you an example workbook for this, please email me
direct.

Regards
JulieD
julied at hcts dot net dot au

(There is a previous post on this, but no resolution, please reply for more
information)

Okay, here are the details and the exact data:

A12 thru A17 = Income Source (text, user defined [examples would be Social
Security, Pension, etc.])

B12 thru B17 = Amount Received (will be currency in $dddd.cc format)

C12 thru C17 = Tax Deductible? (currenty have a drop-down list option, YES
or NO)

A18 = Subtotal (text)

B18 = Subtotal (calculated sum of above columns)

C18= [empty]

A20 = Choose an Investor (text)

B20 = Investor name (from drop down list)

C20 = Mark up amount (i.e., 125%, would like it to auto fill from the
investor chosen)

A22 = Total (text)

B22 = Total (calculated sum after any investor mark-up)

DATA:
Source can be any written text, not important to formula
Amount Received is the actual income received (i.e., $2002.50)
Tax Deductible will be either yes or no, user inputted
Investors and their corresponding mark up amount:
Acoustic 125%
Argent 120%
Countrywide 125%
First Franklin 127%
Indymac 125%
New Century 123%
Novastar 125%
Saxon 120%

GOAL: Like I mentioned earlier, for any line items (rows 12-17) I will mark
as either yes or no, if yes, then that amount received is to be multiplied
by the mark up, and the total line items will be summed in the total bar.
(perhaps the investor choice should be above the data so it is selected
first?)

I hope this clears things up, if not, please let me know, and thanks for
everyone's input.

Jacob