Question about a function

P

Phillip Jones

I am a frequent user of Excel, But haven't used Functions in Excel.

Question in a spreadsheet/database I have one column Dues being of
different amounts dependent upon membership. Then I have a column named
paid.

the information in the paid column is either

y for yes
2year paid two years paid
blank for unpaid.

How would I word a Function to total all the dues that are paid taking
into consideration the multiple year payment.

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Martinsville Va 24112 |[email protected], ICQ11269732, AIM pjonescet
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S

Salmon Egg

I am a frequent user of Excel, But haven't used Functions in Excel.

Question in a spreadsheet/database I have one column Dues being of
different amounts dependent upon membership. Then I have a column named
paid.

the information in the paid column is either

y for yes
2year paid two years paid
blank for unpaid.

How would I word a Function to total all the dues that are paid taking
into consideration the multiple year payment.

The easiest way would be to make a third column that you could actually sum.
The column width for that column could be set to zero in order to hide it.
You could have a complicated IF function to do just what you want without
having an intermediate result column. Try it and ask for more help if you
need it.

Bill
-- Ferme le Bush
 
J

JE McGimpsey

Phillip Jones said:
I am a frequent user of Excel, But haven't used Functions in Excel.

Question in a spreadsheet/database I have one column Dues being of
different amounts dependent upon membership. Then I have a column named
paid.

the information in the paid column is either

y for yes
2year paid two years paid
blank for unpaid.

How would I word a Function to total all the dues that are paid taking
into consideration the multiple year payment.

One way:

Assume status in column B, amount in column C:

=SUM(C:C)-SUMIF(B:B,"2year paid",C:C)/2
 
J

Jay

JE said:
One way:

Assume status in column B, amount in column C:

=SUM(C:C)-SUMIF(B:B,"2year paid",C:C)/2

John,

I'm not sure your formula takes into account the blank cells in the paid
column which represent unpaid amounts. Wouldn't these need excluding
from the sum?

Philip,

For the '2year paid items', does the amount in the previous 'Dues'
column represent one year's subscription, or two years. So if there was
the following:

Dues Paid
-------------------
£20.00 2years paid

Does this mean the member had paid 2years membership (£10 per year x 2)?

Or would it mean that the membership was £20 per year, and the member
had paid 2 years, therefore paid £40.

If you could clarify this I'd be happy to provide you with a formula to
do what you need.

Jason
 
J

JE McGimpsey

Jay said:
I'm not sure your formula takes into account the blank cells in the paid
column which represent unpaid amounts. Wouldn't these need excluding
from the sum?

If it's blank, it will be part of the sum, but it will add zero to the
total, so it won't affect the result.
 
J

Jay

JE said:
If it's blank, it will be part of the sum, but it will add zero to the
total, so it won't affect the result.

Am I missing something here? The amount column that you're summing in
the first calculation won't be blank if it's unpaid, this will *still*
contain an amount. It's the 'paid' field (your column B) which will be
blank indicating an unpaid amount. SO the SUM C:C will add amounts
where' there's a corresponding blank (unpaid) in the next cell.

Al least that's how I understood the original post.

Jay
 
P

Phillip Jones

currently I have one person that's paid 2 year's worth of Dues. He is an
Associate member at $24.00 (US)

Associate Business membership is $24.00 (US) per year
Full membership is $48.00 (US) per year

(one year is represented in this particular spreadsheet by the y)
We have other categories of Associate Membership that all are $24.00
except for Partner which mean a Partner in a business. That rate is
$12.00 for that one.

We have life members that pay no dues. $00.00 so they need not be in the
spreadsheet/database.

In one case this year we had one person to pay Associate membership
twice and decided to just leave it and consider it a tow year membership.

We have a precedent in the past where a members has paid two years worth
of dues.

I want to keep a running total of the dues collected so that when amount
is paid its added then I can subtract from the amount I should collect.
to show how far behind we are in dues collection.

I suppose I could alter the spreadsheet/database and leave off the names
for privacy and post some where for everyone to look at. I don't think
its all that complicated, just I can't figure out how to get started.

I normally use Filemaker and it has functions. I have set up some for
dues total there but very complex.

For this I don't need anything that complex.
John,

I'm not sure your formula takes into account the blank cells in the paid
column which represent unpaid amounts. Wouldn't these need excluding
from the sum?

Philip,

For the '2year paid items', does the amount in the previous 'Dues'
column represent one year's subscription, or two years. So if there was
the following:

Dues Paid
-------------------
£20.00 2years paid

Does this mean the member had paid 2years membership (£10 per year x 2)?

Or would it mean that the membership was £20 per year, and the member
had paid 2 years, therefore paid £40.

If you could clarify this I'd be happy to provide you with a formula to
do what you need.

Jason

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Phillip M. Jones, CET |LIFE MEMBER: VPEA ETA-I, NESDA, ISCET, Sterling
616 Liberty Street |Who's Who. PHONE:276-632-5045, FAX:276-632-0868
Martinsville Va 24112 |[email protected], ICQ11269732, AIM pjonescet
------------------------------------------------------------------------

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P

Phillip Jones

I've posted a more thorough addition to my original question. And I can
create a version of my spreadsheet/Database which deletes names of the
people and businesses and post if everyone wants to see what I am doing.
Am I missing something here? The amount column that you're summing in
the first calculation won't be blank if it's unpaid, this will *still*
contain an amount. It's the 'paid' field (your column B) which will be
blank indicating an unpaid amount. SO the SUM C:C will add amounts
where' there's a corresponding blank (unpaid) in the next cell.

Al least that's how I understood the original post.

Jay

--
------------------------------------------------------------------------
Phillip M. Jones, CET |LIFE MEMBER: VPEA ETA-I, NESDA, ISCET, Sterling
616 Liberty Street |Who's Who. PHONE:276-632-5045, FAX:276-632-0868
Martinsville Va 24112 |[email protected], ICQ11269732, AIM pjonescet
------------------------------------------------------------------------

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<http://www.vpea.org>
 
J

Jay

Philip, your explanation hasn't really answered my question.

If someone has paid 2 years ('2 years paid' in the Paid column) does
this mean that:

A) the amount in the Dues column is equal to 2 years dues? OR:

B) Is the amount actually one year's dues, meaning s/he has paid double
that amount?

Scenarios A and B need different formula so it would need clarifying first.


Jason
 
P

Phillip Jones

He has paid the equivalent of two years dues. in dues column shows one
years dues amount. the next column beside indicates Status y (yes) or
blank (no) the next year years paid.

if you wish I can Up load to website and post the URL.
Philip, your explanation hasn't really answered my question.

If someone has paid 2 years ('2 years paid' in the Paid column) does
this mean that:

A) the amount in the Dues column is equal to 2 years dues? OR:

B) Is the amount actually one year's dues, meaning s/he has paid double
that amount?

Scenarios A and B need different formula so it would need clarifying first.


Jason

--
------------------------------------------------------------------------
Phillip M. Jones, CET |LIFE MEMBER: VPEA ETA-I, NESDA, ISCET, Sterling
616 Liberty Street |Who's Who. PHONE:276-632-5045, FAX:276-632-0868
Martinsville Va 24112 |[email protected], ICQ11269732, AIM pjonescet
------------------------------------------------------------------------

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P

Phillip Jones

See this link:

<http://www.kimbanet.com/~pjones/membersPaida.xls>

Phillip said:
He has paid the equivalent of two years dues. in dues column shows one
years dues amount. the next column beside indicates Status y (yes) or
blank (no) the next year years paid.

if you wish I can Up load to website and post the URL.

--
------------------------------------------------------------------------
Phillip M. Jones, CET |LIFE MEMBER: VPEA ETA-I, NESDA, ISCET, Sterling
616 Liberty Street |Who's Who. PHONE:276-632-5045, FAX:276-632-0868
Martinsville Va 24112 |[email protected], ICQ11269732, AIM pjonescet
------------------------------------------------------------------------

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J

Jay

Hi Philip,

Based on the .xls file, the following formula will give you a total dues
paid (including double payment for any 2years paid)

=SUMIF(D2:D50,"y",C2:C50)+SUMIF(E2:E50,"2years Paid",C2:C50)

This formula relies on the input of "y" and "2years Paid" for the
calculation. So, for example "2 years paid" wouldn't count (as there's
an extra space in the text string.)

Extend the ranges, accordingly to accommodate any more data, although
bear in mind that the two ranges within a SUMIF (the criteria range &
range to be summed) must be the same size (in this instance rows 2 to 50
in both cases).


HTH

Jason
 
P

Phillip Jones

Thank you I will test out and let you know what happens. Will the sum
change each time another person has paid?
Hi Philip,

Based on the .xls file, the following formula will give you a total dues
paid (including double payment for any 2years paid)

=SUMIF(D2:D50,"y",C2:C50)+SUMIF(E2:E50,"2years Paid",C2:C50)

This formula relies on the input of "y" and "2years Paid" for the
calculation. So, for example "2 years paid" wouldn't count (as there's
an extra space in the text string.)

Extend the ranges, accordingly to accommodate any more data, although
bear in mind that the two ranges within a SUMIF (the criteria range &
range to be summed) must be the same size (in this instance rows 2 to 50
in both cases).


HTH

Jason

--
------------------------------------------------------------------------
Phillip M. Jones, CET |LIFE MEMBER: VPEA ETA-I, NESDA, ISCET, Sterling
616 Liberty Street |Who's Who. PHONE:276-632-5045, FAX:276-632-0868
Martinsville Va 24112 |[email protected], ICQ11269732, AIM pjonescet
------------------------------------------------------------------------

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<http://www.vpea.org>
 
P

Phillip Jones

Tried your formula. Works great!

I even altered it for a total Dues and then subtracted the two for
amount left to Collect.

My alteration was asfollows:


=SUMIF(D2:D50,"y",C2:C50)+SUMIF(D2:D45," ",C2:C45)+SUMIF(E2:E50,"2years
Paid",C2:C50)


The only thing both on your formula and my alteration there is a note
about reference to Blank cells.

I can deal wit that though.
Jay said:
Hi Philip,

Based on the .xls file, the following formula will give you a total dues
paid (including double payment for any 2years paid)

=SUMIF(D2:D50,"y",C2:C50)+SUMIF(E2:E50,"2years Paid",C2:C50)

This formula relies on the input of "y" and "2years Paid" for the
calculation. So, for example "2 years paid" wouldn't count (as there's
an extra space in the text string.)

Extend the ranges, accordingly to accommodate any more data, although
bear in mind that the two ranges within a SUMIF (the criteria range &
range to be summed) must be the same size (in this instance rows 2 to 50
in both cases).


HTH

Jason

--
------------------------------------------------------------------------
Phillip M. Jones, CET |LIFE MEMBER: VPEA ETA-I, NESDA, ISCET, Sterling
616 Liberty Street |Who's Who. PHONE:276-632-5045, FAX:276-632-0868
Martinsville Va 24112 |[email protected], ICQ11269732, AIM pjonescet
------------------------------------------------------------------------

If it's "fixed", don't "break it"!

mailto:p[email protected]

<http://www.kimbanet.com/~pjones/default.htm>
<http://www.kimbanet.com/~pjones/90th_Birthday/index.htm>
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<http://www.vpea.org>
 
J

Jay

Hi Philip,

Glad it worked. Yes the amounts given by the formula will change when
you mark other people as paid. (That's assuming you have Excel to
calculate automatically which I'm almost certain you will have).

Regarding your amendment. I see you've added another SUMIF to add all
those who haven't paid. I would point out however that you haven't used
the same ranges - you've used D2:D45 and C2:C45 when this should be
D2:D50 and C2:C50. It's the same range that you are checking so the
range should be the same as the other SUMIFs.

Although you don't really need a SUMIF. A straightforward SUM would give
you the total dues:

=SUM(C2:C50)

And there's a problem in subtracting your two formulae to get the amount
to collect as this doesn't take into account the people who have paid 2
years dues. Try these:

Total Dues =SUM(C2:C50)

Total Paid =SUMIF(D2:D50,"y",C2:C50)+SUMIF(E2:E50,"2years Paid",C2:C50)

Dues Owing =SUM(C2:C50)-SUMIF(D2:D50,"y",C2:C50)

HTH

Jason
 
P

Phillip Jones

Your first formula

=SUM(C2:C50) doesn't take into consideration people that pay for two Years.

So didn't my addition of the Cells by adding the part:

+ SUMIF(D2:D50," ",C2:C50)
(which would be sum of the empty Cells added to your formula) wouldn't
that Make a Grand Total of all Dues?

As for the difference. My apologies. after I wrote the formula and
saved, if you notice on the one you looked at there are several that pay
zero. So their amounts would make no difference. So I deleted their
lines out, which made the difference between C2:45 and C2:50. Excel has
a great feature when a row is deleted that affects a SUM or AUTOSUM it
compensates in the formula. In my Original Database/Spreadsheet I have
left them in and so your figures are correct.

I've also had to create another formula which uses the Column designated
for Membership. So that anything with Tidewater only is figured then I
divide that in half SUMIF(Formula)/2 .

That is subtracted from my original dues received. This is the true
amount Collected during this "half Year". When The Local pays the other
Half of their dues in Jan then this is removed. When this is removed. if
everyone pays, amount not paid will end up zero.

Please advise if I am correct. I am saving these to go over just in case
Hi Philip,

Glad it worked. Yes the amounts given by the formula will change when
you mark other people as paid. (That's assuming you have Excel to
calculate automatically which I'm almost certain you will have).

Regarding your amendment. I see you've added another SUMIF to add all
those who haven't paid. I would point out however that you haven't used
the same ranges - you've used D2:D45 and C2:C45 when this should be
D2:D50 and C2:C50. It's the same range that you are checking so the
range should be the same as the other SUMIFs.

Although you don't really need a SUMIF. A straightforward SUM would give
you the total dues:

=SUM(C2:C50)

And there's a problem in subtracting your two formulae to get the amount
to collect as this doesn't take into account the people who have paid 2
years dues. Try these:

Total Dues =SUM(C2:C50)

Total Paid =SUMIF(D2:D50,"y",C2:C50)+SUMIF(E2:E50,"2years Paid",C2:C50)

Dues Owing =SUM(C2:C50)-SUMIF(D2:D50,"y",C2:C50)

HTH

Jason

--
------------------------------------------------------------------------
Phillip M. Jones, CET |LIFE MEMBER: VPEA ETA-I, NESDA, ISCET, Sterling
616 Liberty Street |Who's Who. PHONE:276-632-5045, FAX:276-632-0868
Martinsville Va 24112 |[email protected], ICQ11269732, AIM pjonescet
------------------------------------------------------------------------

If it's "fixed", don't "break it"!

mailto:p[email protected]

<http://www.kimbanet.com/~pjones/default.htm>
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<http://www.vpea.org>
 
J

Jay

Philip,

Regarding your observation that the SUM(C2:C50) didn't include those
paying for 2 years. This was done purposefully as I wasn't aware that
any 'overpayments' (of an extra year) were to be classed as actually
"dues" (with them being in fact paid prior to becoming due).

If you wish to class them as 'dues' rather than accounting for them
elsewhere then your formula would give the result you're after.

Although, you have a criteria of a single space text string in your
additional SUMIF [ SUMIF(D2:D50," ",C2:C50) ]. This will not work if in
fact the cells are empty, as they are in the .xls file you uploaded.
This would need changing to an empty text string, indicated by double
inverted commas "".

And, actually the first two SUMIFs wouldn't even be required. It could
be simplified to:

=SUM(C2:C45)+SUMIF(E2:E45,"2years Paid",C2:C45)

I've adjusted the ranges as mentioned in your last post.

Regarding the additional formula re Tidewater, I am unsure what you
meant by "anything with Tidewater only is figured", so can't really
advise as to the formula. If you want to post additional explanations
I'd be glad to have a look.

Regards

Jason
 
P

Phillip Jones

See If I can explain everything.
(I'm still saving your and my Comments.)

I am Treasurer of an Electronics Association.

At-Large members Meaning people all over the state and Country pay Dues
One time a Year.

They are supposed to pay within 30 days of dues invoice around the first
of July. After the 30 day period, they are given a grace period of
another 30 days but they no long can participate in activities nor vote
until paid. If at the end of this Grace period they don't pay they are
dropped altogether.

We also have have affiliate Associations. (Locals). They collect local
dues, plus State dues for each member. Because they are an Affiliate and
have their on By-laws; if their By-laws state they can pay in two Parts
July and Jan.; the state must go along.

So in July I receive full payment from all the "At-large members" and
1/2 payment from those at Tidewater.

WE have different categories of membership. This applies to At-Large or
Affiliates

Full membership is $48.00
Associate Business, technician, Industry, Electronics Instructor,
Retired, at: $24.00.

Associate Partner is $12.00
Life is $0.00

Becoming Retired has nothing to do with, becomeing a Life Member. That's
voted on by the board of Directors as an honor to that person in
consideration for their service to the Association. Life members can
voted in as board members or Officers.

So the amounts in the Dues Column if Totaled up, would be a Grand Total
of what we should get this year.

We had this one person to pay 2 years worth of Dues. And there has been
precedent set where members have paid for two years in the past. (The
next year we didn't collect any from that person because they already paid.)

What I am trying to do is get a grand total of all Dues to be paid. And
account some how for the extra money paid, and the money not received
until Jan. At which point It should either be zero or Plus what ever 2
year payments would be.

Since this is my 16th year and hopefully my last if it comes to zero in
Jan will be fine.
Philip,

Regarding your observation that the SUM(C2:C50) didn't include those
paying for 2 years. This was done purposefully as I wasn't aware that
any 'overpayments' (of an extra year) were to be classed as actually
"dues" (with them being in fact paid prior to becoming due).

If you wish to class them as 'dues' rather than accounting for them
elsewhere then your formula would give the result you're after.

Although, you have a criteria of a single space text string in your
additional SUMIF [ SUMIF(D2:D50," ",C2:C50) ]. This will not work if in
fact the cells are empty, as they are in the .xls file you uploaded.
This would need changing to an empty text string, indicated by double
inverted commas "".

And, actually the first two SUMIFs wouldn't even be required. It could
be simplified to:

=SUM(C2:C45)+SUMIF(E2:E45,"2years Paid",C2:C45)

I've adjusted the ranges as mentioned in your last post.

Regarding the additional formula re Tidewater, I am unsure what you
meant by "anything with Tidewater only is figured", so can't really
advise as to the formula. If you want to post additional explanations
I'd be glad to have a look.

Regards

Jason


Phillip said:
Your first formula

=SUM(C2:C50) doesn't take into consideration people that pay for two
Years.

So didn't my addition of the Cells by adding the part:

+ SUMIF(D2:D50," ",C2:C50)
(which would be sum of the empty Cells added to your formula) wouldn't
that Make a Grand Total of all Dues?

As for the difference. My apologies. after I wrote the formula and
saved, if you notice on the one you looked at there are several that
pay zero. So their amounts would make no difference. So I deleted
their lines out, which made the difference between C2:45 and C2:50.
Excel has a great feature when a row is deleted that affects a SUM or
AUTOSUM it compensates in the formula. In my Original
Database/Spreadsheet I have left them in and so your figures are correct.

I've also had to create another formula which uses the Column
designated for Membership. So that anything with Tidewater only is
figured then I divide that in half SUMIF(Formula)/2 .

That is subtracted from my original dues received. This is the true
amount Collected during this "half Year". When The Local pays the
other Half of their dues in Jan then this is removed. When this is
removed. if everyone pays, amount not paid will end up zero.

Please advise if I am correct. I am saving these to go over just in case

--
------------------------------------------------------------------------
Phillip M. Jones, CET |LIFE MEMBER: VPEA ETA-I, NESDA, ISCET, Sterling
616 Liberty Street |Who's Who. PHONE:276-632-5045, FAX:276-632-0868
Martinsville Va 24112 |[email protected], ICQ11269732, AIM pjonescet
------------------------------------------------------------------------

If it's "fixed", don't "break it"!

mailto:p[email protected]

<http://www.kimbanet.com/~pjones/default.htm>
<http://www.kimbanet.com/~pjones/90th_Birthday/index.htm>
<http://www.kimbanet.com/~pjones/Fulcher/default.html>
<http://www.kimbanet.com/~pjones/Harris/default.htm>
<http://www.kimbanet.com/~pjones/Jones/default.htm>

<http://www.vpea.org>
 
J

Jay

Philip,

The way your table is currently set up does not really accomodate the
fact that the Tidewater dues are paid in two instalments. The following
formula will give you a total of how much has been paid, assuming all
Tidewater with a "y" paid status have only paid half that amount:

=SUMPRODUCT((A2:A45="Tidewater")*(D2:D45="y")*(C2:C45))/2+
SUMPRODUCT((A2:A45="At-Large")*(D2:D45="y")*(C2:C45))+
SUMPRODUCT((E2:E45="2years Paid")*(C2:C45))

Subtracting the result of this from SUM (C2:C45) wouldn't give you the
amount to be paid though as the payments include a year's overpayment
(add on this $24 to give you the true dues still owing). This is what I
meant in an earlier post about overpayments needing to be accounted for
separately.

A)Total Dues =SUM(C2:C45)

B)Payments made
=SUMPRODUCT((A2:A45="Tidewater")*(D2:D45="y")*(C2:C45))/2+
SUMPRODUCT((A2:A45="At-Large")*(D2:D45="y")*(C2:C45))

C)OverPayments =SUMPRODUCT((E2:E45="2years Paid")*(C2:C45))

Amount still owing would be formula B subtracted from formula A.

HTH

Jay




See If I can explain everything.
(I'm still saving your and my Comments.)

I am Treasurer of an Electronics Association.

At-Large members Meaning people all over the state and Country pay Dues
One time a Year.

They are supposed to pay within 30 days of dues invoice around the first
of July. After the 30 day period, they are given a grace period of
another 30 days but they no long can participate in activities nor vote
until paid. If at the end of this Grace period they don't pay they are
dropped altogether.

We also have have affiliate Associations. (Locals). They collect local
dues, plus State dues for each member. Because they are an Affiliate and
have their on By-laws; if their By-laws state they can pay in two Parts
July and Jan.; the state must go along.

So in July I receive full payment from all the "At-large members" and
1/2 payment from those at Tidewater.

WE have different categories of membership. This applies to At-Large or
Affiliates

Full membership is $48.00
Associate Business, technician, Industry, Electronics Instructor,
Retired, at: $24.00.

Associate Partner is $12.00
Life is $0.00

Becoming Retired has nothing to do with, becomeing a Life Member. That's
voted on by the board of Directors as an honor to that person in
consideration for their service to the Association. Life members can
voted in as board members or Officers.

So the amounts in the Dues Column if Totaled up, would be a Grand Total
of what we should get this year.

We had this one person to pay 2 years worth of Dues. And there has been
precedent set where members have paid for two years in the past. (The
next year we didn't collect any from that person because they already
paid.)

What I am trying to do is get a grand total of all Dues to be paid. And
account some how for the extra money paid, and the money not received
until Jan. At which point It should either be zero or Plus what ever 2
year payments would be.

Since this is my 16th year and hopefully my last if it comes to zero in
Jan will be fine.
Philip,

Regarding your observation that the SUM(C2:C50) didn't include those
paying for 2 years. This was done purposefully as I wasn't aware that
any 'overpayments' (of an extra year) were to be classed as actually
"dues" (with them being in fact paid prior to becoming due).

If you wish to class them as 'dues' rather than accounting for them
elsewhere then your formula would give the result you're after.

Although, you have a criteria of a single space text string in your
additional SUMIF [ SUMIF(D2:D50," ",C2:C50) ]. This will not work if
in fact the cells are empty, as they are in the .xls file you
uploaded. This would need changing to an empty text string, indicated
by double inverted commas "".

And, actually the first two SUMIFs wouldn't even be required. It could
be simplified to:

=SUM(C2:C45)+SUMIF(E2:E45,"2years Paid",C2:C45)

I've adjusted the ranges as mentioned in your last post.

Regarding the additional formula re Tidewater, I am unsure what you
meant by "anything with Tidewater only is figured", so can't really
advise as to the formula. If you want to post additional explanations
I'd be glad to have a look.

Regards

Jason


Phillip said:
Your first formula

=SUM(C2:C50) doesn't take into consideration people that pay for two
Years.

So didn't my addition of the Cells by adding the part:

+ SUMIF(D2:D50," ",C2:C50)
(which would be sum of the empty Cells added to your formula)
wouldn't that Make a Grand Total of all Dues?

As for the difference. My apologies. after I wrote the formula and
saved, if you notice on the one you looked at there are several that
pay zero. So their amounts would make no difference. So I deleted
their lines out, which made the difference between C2:45 and C2:50.
Excel has a great feature when a row is deleted that affects a SUM or
AUTOSUM it compensates in the formula. In my Original
Database/Spreadsheet I have left them in and so your figures are
correct.

I've also had to create another formula which uses the Column
designated for Membership. So that anything with Tidewater only is
figured then I divide that in half SUMIF(Formula)/2 .

That is subtracted from my original dues received. This is the true
amount Collected during this "half Year". When The Local pays the
other Half of their dues in Jan then this is removed. When this is
removed. if everyone pays, amount not paid will end up zero.

Please advise if I am correct. I am saving these to go over just in case

Jay wrote:
Hi Philip,

Glad it worked. Yes the amounts given by the formula will change
when you mark other people as paid. (That's assuming you have Excel
to calculate automatically which I'm almost certain you will have).

Regarding your amendment. I see you've added another SUMIF to add
all those who haven't paid. I would point out however that you
haven't used the same ranges - you've used D2:D45 and C2:C45 when
this should be D2:D50 and C2:C50. It's the same range that you are
checking so the range should be the same as the other SUMIFs.

Although you don't really need a SUMIF. A straightforward SUM would
give you the total dues:

=SUM(C2:C50)

And there's a problem in subtracting your two formulae to get the
amount to collect as this doesn't take into account the people who
have paid 2 years dues. Try these:

Total Dues =SUM(C2:C50)

Total Paid =SUMIF(D2:D50,"y",C2:C50)+SUMIF(E2:E50,"2years Paid",C2:C50)

Dues Owing =SUM(C2:C50)-SUMIF(D2:D50,"y",C2:C50)

HTH

Jason


Phillip Jones wrote:
Tried your formula. Works great!

I even altered it for a total Dues and then subtracted the two for
amount left to Collect.

My alteration was asfollows:


=SUMIF(D2:D50,"y",C2:C50)+SUMIF(D2:D45,"
",C2:C45)+SUMIF(E2:E50,"2years Paid",C2:C50)


The only thing both on your formula and my alteration there is a
note about reference to Blank cells.

I can deal wit that though.
Jay wrote:
Hi Philip,

Based on the .xls file, the following formula will give you a
total dues paid (including double payment for any 2years paid)

=SUMIF(D2:D50,"y",C2:C50)+SUMIF(E2:E50,"2years Paid",C2:C50)

This formula relies on the input of "y" and "2years Paid" for the
calculation. So, for example "2 years paid" wouldn't count (as
there's an extra space in the text string.)

Extend the ranges, accordingly to accommodate any more data,
although bear in mind that the two ranges within a SUMIF (the
criteria range & range to be summed) must be the same size (in
this instance rows 2 to 50 in both cases).


HTH

Jason




Phillip Jones wrote:
See this link:

<http://www.kimbanet.com/~pjones/membersPaida.xls>

Phillip Jones wrote:
He has paid the equivalent of two years dues. in dues column
shows one years dues amount. the next column beside indicates
Status y (yes) or blank (no) the next year years paid.

if you wish I can Up load to website and post the URL.

Jay wrote:
Philip, your explanation hasn't really answered my question.

If someone has paid 2 years ('2 years paid' in the Paid column)
does this mean that:

A) the amount in the Dues column is equal to 2 years dues? OR:

B) Is the amount actually one year's dues, meaning s/he has
paid double that amount?

Scenarios A and B need different formula so it would need
clarifying first.


Jason



Phillip Jones wrote:
currently I have one person that's paid 2 year's worth of
Dues. He is an Associate member at $24.00 (US)

Associate Business membership is $24.00 (US) per year
Full membership is $48.00 (US) per year

(one year is represented in this particular spreadsheet by the y)
We have other categories of Associate Membership that all are
$24.00 except for Partner which mean a Partner in a business.
That rate is $12.00 for that one.

We have life members that pay no dues. $00.00 so they need not
be in the spreadsheet/database.

In one case this year we had one person to pay Associate
membership twice and decided to just leave it and consider it
a tow year membership.

We have a precedent in the past where a members has paid two
years worth of dues.

I want to keep a running total of the dues collected so that
when amount is paid its added then I can subtract from the
amount I should collect. to show how far behind we are in dues
collection.

I suppose I could alter the spreadsheet/database and leave off
the names for privacy and post some where for everyone to look
at. I don't think its all that complicated, just I can't
figure out how to get started.

I normally use Filemaker and it has functions. I have set up
some for dues total there but very complex.

For this I don't need anything that complex.

Jay wrote:
JE McGimpsey wrote:
I am a frequent user of Excel, But haven't used Functions
in Excel.

Question in a spreadsheet/database I have one column Dues
being of different amounts dependent upon membership. Then
I have a column named paid.

the information in the paid column is either

y for yes
2year paid two years paid
blank for unpaid.

How would I word a Function to total all the dues that are
paid taking into consideration the multiple year payment.

One way:

Assume status in column B, amount in column C:

=SUM(C:C)-SUMIF(B:B,"2year paid",C:C)/2

John,

I'm not sure your formula takes into account the blank cells
in the paid column which represent unpaid amounts. Wouldn't
these need excluding from the sum?

Philip,

For the '2year paid items', does the amount in the previous
'Dues' column represent one year's subscription, or two
years. So if there was the following:

Dues Paid
-------------------
£20.00 2years paid

Does this mean the member had paid 2years membership (£10 per
year x 2)?

Or would it mean that the membership was £20 per year, and
the member had paid 2 years, therefore paid £40.

If you could clarify this I'd be happy to provide you with a
formula to do what you need.

Jason
 
P

Phillip Jones

Thanks. I'll Retype it and see what Happens.
Philip,

The way your table is currently set up does not really accomodate the
fact that the Tidewater dues are paid in two instalments. The following
formula will give you a total of how much has been paid, assuming all
Tidewater with a "y" paid status have only paid half that amount:

=SUMPRODUCT((A2:A45="Tidewater")*(D2:D45="y")*(C2:C45))/2+
SUMPRODUCT((A2:A45="At-Large")*(D2:D45="y")*(C2:C45))+
SUMPRODUCT((E2:E45="2years Paid")*(C2:C45))

Subtracting the result of this from SUM (C2:C45) wouldn't give you the
amount to be paid though as the payments include a year's overpayment
(add on this $24 to give you the true dues still owing). This is what I
meant in an earlier post about overpayments needing to be accounted for
separately.

A)Total Dues =SUM(C2:C45)

B)Payments made
=SUMPRODUCT((A2:A45="Tidewater")*(D2:D45="y")*(C2:C45))/2+
SUMPRODUCT((A2:A45="At-Large")*(D2:D45="y")*(C2:C45))

C)OverPayments =SUMPRODUCT((E2:E45="2years Paid")*(C2:C45))

Amount still owing would be formula B subtracted from formula A.

HTH

Jay




See If I can explain everything.
(I'm still saving your and my Comments.)

I am Treasurer of an Electronics Association.

At-Large members Meaning people all over the state and Country pay
Dues One time a Year.

They are supposed to pay within 30 days of dues invoice around the
first of July. After the 30 day period, they are given a grace period
of another 30 days but they no long can participate in activities nor
vote until paid. If at the end of this Grace period they don't pay
they are dropped altogether.

We also have have affiliate Associations. (Locals). They collect local
dues, plus State dues for each member. Because they are an Affiliate
and have their on By-laws; if their By-laws state they can pay in two
Parts July and Jan.; the state must go along.

So in July I receive full payment from all the "At-large members" and
1/2 payment from those at Tidewater.

WE have different categories of membership. This applies to At-Large
or Affiliates

Full membership is $48.00
Associate Business, technician, Industry, Electronics Instructor,
Retired, at: $24.00.

Associate Partner is $12.00
Life is $0.00

Becoming Retired has nothing to do with, becomeing a Life Member.
That's voted on by the board of Directors as an honor to that person
in consideration for their service to the Association. Life members
can voted in as board members or Officers.

So the amounts in the Dues Column if Totaled up, would be a Grand
Total of what we should get this year.

We had this one person to pay 2 years worth of Dues. And there has
been precedent set where members have paid for two years in the past.
(The next year we didn't collect any from that person because they
already paid.)

What I am trying to do is get a grand total of all Dues to be paid.
And account some how for the extra money paid, and the money not
received until Jan. At which point It should either be zero or Plus
what ever 2 year payments would be.

Since this is my 16th year and hopefully my last if it comes to zero
in Jan will be fine.
Philip,

Regarding your observation that the SUM(C2:C50) didn't include those
paying for 2 years. This was done purposefully as I wasn't aware
that any 'overpayments' (of an extra year) were to be classed as
actually "dues" (with them being in fact paid prior to becoming due).

If you wish to class them as 'dues' rather than accounting for them
elsewhere then your formula would give the result you're after.

Although, you have a criteria of a single space text string in your
additional SUMIF [ SUMIF(D2:D50," ",C2:C50) ]. This will not work if
in fact the cells are empty, as they are in the .xls file you
uploaded. This would need changing to an empty text string, indicated
by double inverted commas "".

And, actually the first two SUMIFs wouldn't even be required. It
could be simplified to:

=SUM(C2:C45)+SUMIF(E2:E45,"2years Paid",C2:C45)

I've adjusted the ranges as mentioned in your last post.

Regarding the additional formula re Tidewater, I am unsure what you
meant by "anything with Tidewater only is figured", so can't really
advise as to the formula. If you want to post additional
explanations I'd be glad to have a look.

Regards

Jason


Phillip Jones wrote:
Your first formula

=SUM(C2:C50) doesn't take into consideration people that pay for two
Years.

So didn't my addition of the Cells by adding the part:

+ SUMIF(D2:D50," ",C2:C50)
(which would be sum of the empty Cells added to your formula)
wouldn't that Make a Grand Total of all Dues?

As for the difference. My apologies. after I wrote the formula and
saved, if you notice on the one you looked at there are several that
pay zero. So their amounts would make no difference. So I deleted
their lines out, which made the difference between C2:45 and C2:50.
Excel has a great feature when a row is deleted that affects a SUM
or AUTOSUM it compensates in the formula. In my Original
Database/Spreadsheet I have left them in and so your figures are
correct.

I've also had to create another formula which uses the Column
designated for Membership. So that anything with Tidewater only is
figured then I divide that in half SUMIF(Formula)/2 .

That is subtracted from my original dues received. This is the true
amount Collected during this "half Year". When The Local pays the
other Half of their dues in Jan then this is removed. When this is
removed. if everyone pays, amount not paid will end up zero.

Please advise if I am correct. I am saving these to go over just in
case

Jay wrote:
Hi Philip,

Glad it worked. Yes the amounts given by the formula will change
when you mark other people as paid. (That's assuming you have Excel
to calculate automatically which I'm almost certain you will have).

Regarding your amendment. I see you've added another SUMIF to add
all those who haven't paid. I would point out however that you
haven't used the same ranges - you've used D2:D45 and C2:C45 when
this should be D2:D50 and C2:C50. It's the same range that you are
checking so the range should be the same as the other SUMIFs.

Although you don't really need a SUMIF. A straightforward SUM would
give you the total dues:

=SUM(C2:C50)

And there's a problem in subtracting your two formulae to get the
amount to collect as this doesn't take into account the people who
have paid 2 years dues. Try these:

Total Dues =SUM(C2:C50)

Total Paid =SUMIF(D2:D50,"y",C2:C50)+SUMIF(E2:E50,"2years
Paid",C2:C50)

Dues Owing =SUM(C2:C50)-SUMIF(D2:D50,"y",C2:C50)

HTH

Jason


Phillip Jones wrote:
Tried your formula. Works great!

I even altered it for a total Dues and then subtracted the two for
amount left to Collect.

My alteration was asfollows:


=SUMIF(D2:D50,"y",C2:C50)+SUMIF(D2:D45,"
",C2:C45)+SUMIF(E2:E50,"2years Paid",C2:C50)


The only thing both on your formula and my alteration there is a
note about reference to Blank cells.

I can deal wit that though.
Jay wrote:
Hi Philip,

Based on the .xls file, the following formula will give you a
total dues paid (including double payment for any 2years paid)

=SUMIF(D2:D50,"y",C2:C50)+SUMIF(E2:E50,"2years Paid",C2:C50)

This formula relies on the input of "y" and "2years Paid" for the
calculation. So, for example "2 years paid" wouldn't count (as
there's an extra space in the text string.)

Extend the ranges, accordingly to accommodate any more data,
although bear in mind that the two ranges within a SUMIF (the
criteria range & range to be summed) must be the same size (in
this instance rows 2 to 50 in both cases).


HTH

Jason




Phillip Jones wrote:
See this link:

<http://www.kimbanet.com/~pjones/membersPaida.xls>

Phillip Jones wrote:
He has paid the equivalent of two years dues. in dues column
shows one years dues amount. the next column beside indicates
Status y (yes) or blank (no) the next year years paid.

if you wish I can Up load to website and post the URL.

Jay wrote:
Philip, your explanation hasn't really answered my question.

If someone has paid 2 years ('2 years paid' in the Paid
column) does this mean that:

A) the amount in the Dues column is equal to 2 years dues? OR:

B) Is the amount actually one year's dues, meaning s/he has
paid double that amount?

Scenarios A and B need different formula so it would need
clarifying first.


Jason



Phillip Jones wrote:
currently I have one person that's paid 2 year's worth of
Dues. He is an Associate member at $24.00 (US)

Associate Business membership is $24.00 (US) per year
Full membership is $48.00 (US) per year

(one year is represented in this particular spreadsheet by
the y)
We have other categories of Associate Membership that all are
$24.00 except for Partner which mean a Partner in a business.
That rate is $12.00 for that one.

We have life members that pay no dues. $00.00 so they need
not be in the spreadsheet/database.

In one case this year we had one person to pay Associate
membership twice and decided to just leave it and consider it
a tow year membership.

We have a precedent in the past where a members has paid two
years worth of dues.

I want to keep a running total of the dues collected so that
when amount is paid its added then I can subtract from the
amount I should collect. to show how far behind we are in
dues collection.

I suppose I could alter the spreadsheet/database and leave
off the names for privacy and post some where for everyone to
look at. I don't think its all that complicated, just I can't
figure out how to get started.

I normally use Filemaker and it has functions. I have set up
some for dues total there but very complex.

For this I don't need anything that complex.

Jay wrote:
JE McGimpsey wrote:
I am a frequent user of Excel, But haven't used Functions
in Excel.

Question in a spreadsheet/database I have one column Dues
being of different amounts dependent upon membership. Then
I have a column named paid.

the information in the paid column is either

y for yes
2year paid two years paid
blank for unpaid.

How would I word a Function to total all the dues that are
paid taking into consideration the multiple year payment.

One way:

Assume status in column B, amount in column C:

=SUM(C:C)-SUMIF(B:B,"2year paid",C:C)/2

John,

I'm not sure your formula takes into account the blank cells
in the paid column which represent unpaid amounts. Wouldn't
these need excluding from the sum?

Philip,

For the '2year paid items', does the amount in the previous
'Dues' column represent one year's subscription, or two
years. So if there was the following:

Dues Paid
-------------------
£20.00 2years paid

Does this mean the member had paid 2years membership (£10
per year x 2)?

Or would it mean that the membership was £20 per year, and
the member had paid 2 years, therefore paid £40.

If you could clarify this I'd be happy to provide you with a
formula to do what you need.

Jason

--
------------------------------------------------------------------------
Phillip M. Jones, CET |LIFE MEMBER: VPEA ETA-I, NESDA, ISCET, Sterling
616 Liberty Street |Who's Who. PHONE:276-632-5045, FAX:276-632-0868
Martinsville Va 24112 |[email protected], ICQ11269732, AIM pjonescet
------------------------------------------------------------------------

If it's "fixed", don't "break it"!

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<http://www.kimbanet.com/~pjones/Jones/default.htm>

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