Help w/Validation List & VLOOKUP

[klg]

At least that's what we THINK we need help with. A co-worker has been working
really hard on this and has previously posted, but she’s stumped. Here's our
situation -

We need a spreadsheet for tracking bonuses. There will be 7 columns - date,
policyholder, policy, type, premium, bonus and initials. We'll fill in the
date, policyholder and initials columns. We created dropdown boxes for the
policy and type columns. Once we choose the Policy, we need the Type
dropdown list to be a dependent dropdown, (with only the associated "Types"
showing), and for the bonus to fill itself in based on the policy and type
chosen. Unless Fire or Auto is chosen, in which case we need it to calculate
2% of the premium we enter.

We have worked and worked on this and still can’t get everything to work.

We have tried the following formulas -

=OFFSET(PolicyStart,MATCH(B5,PolicyColumn,0)-1,1,COUNTIF(PolicyColumn,B5),1)

=IF(C5=â€â€,PolicyList,INDEX(PolicyColumn,MATCH(C5,TypeColumn,0)))

=SUM(E5*2%)

=vlookup(D6,A1:B3,2,FALSE)

=VLOOKUP(D5,Policies!C323,2,FALSE)

And we have used the following informational links -

http://www.contextures.com/xlFunctions02.html

http://www.contextures.com/xlDataVal02.html

We have uploaded the file to:

http://www.savefile.com/files/1333831

Can anyone help us PLEASE?

 

[Debra Dalgleish]

For the cells where you want a Policy dropdown, the data validation
source is: =PolicyList

For the cells with a Types dropdown, the data validation formula in row
5 is:

=OFFSET(PolicyStart,MATCH(C5,PolicyColumn,0)-1,1,COUNTIF(PolicyColumn,C5),1)

The dropdown won't work if Auto or Fire are selected.

PolicyColumn should be defined as the entire column, as should TypeColumn.
The bonus calculation in row 5 could be:
=IF(E5="","",IF(OR(C5="Auto",C5="Fire"),E5*2%,
OFFSET(PolicyStart,MATCH(D5,TypeColumn,0)-1,2,1,1)))

 

[klg]

Am I just stupid?!?! It's still NOT working!! I have been up literally ALL
night trying to work this out. What am I doing wrong?

http://www.savefile.com/files/1335704

 

[Debra Dalgleish]

Your PolicyStart named range is broken. If you redefine it, things
should work correctly.

 

[klg]

woohoo!! almost there!! it will calculate the 2% for auto and fire, but it
doesn't populate for the others once a policy and type are chosen. the
formula i am using is the one you said -
=IF(E5="","",IF(OR(C5="Auto",C5="Fire"),E5*2%,OFFSET(PolicyStart,MATCH(D5,TypeColumn,0)-1,2,1,1)))

any ideas?

 

[Debra Dalgleish]

Make sure you copy the bonus formula from F5 down to F40

 

[klg]

Yes ma'am, I did that and it will calculate the 2% for auto and fire, but it
doesn't populate for the others once a policy and type are chosen. i.e.
Life - Term - $25.00 or Health - Long Term Care - $50.00.

 

[Debra Dalgleish]

The formula will only display the amount if the premium has been entered
in column E. Could that be the problem?
If that's not required, you can change the formula:

=IF(OR(C5="Auto",C5="Fire"),E5*2%,IF(OR(C5="",D5=""),"",
OFFSET(PolicyStart,MATCH(D5,TypeColumn,0)-1,2,1,1)))

 

[klg]

You are soooooooo the bomb!! I can't thank you enough!! I hope one day I am
as smart as you - and I mean that sincerely!!

THANK YOU!! THANK YOU!! THANK YOU!!.

 

[Debra Dalgleish]

You're welcome! Thanks for letting me know that it's working now.