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Ccrossed's avatar
Ccrossed
Copper Contributor
Aug 26, 2021
Solved

Help with a big formula using and, xlookup, if and sumifs

  Hello all! I'm working on a report (per company policy can't share) on which I would like to optimize with formulas. I made a dummy example as close as I could so I could explain myself better for...
excel
Formulas and Functions
  • SergeiBaklan's avatar
    SergeiBaklan
    Aug 26, 2021

    Ccrossed 

    If I understood the logic correctly that could be

    =LET(
  getSum, IF( ISNA( XMATCH([@ID],MasterList[Master list]) ),
          XLOOKUP([@MODE],
                   Rates[MODE],
                   Rates[RATE]*SUMIF([ID],[@ID],[WEIGHT]),
                   FALSE,0,1),
          SUM( FILTER( MasterList[Cost], MasterList[Master list] = [@ID]) )
       ),
 adjustedSum, IFS( [@MODE] = "Ground", MAX( 5.28, getSum),
                   [@MODE] = "LTL", MAX( 86.11, getSum),
                   TRUE, getSum),
 IF( AND( [@[Repeated?]]=FALSE,
          [@MODE]<>"collect"),
     adjustedSum,
     0)
)

     

Ccrossed's avatar
Ccrossed
Copper Contributor
Aug 27, 2021
Thanks for your reply, I know how complex this worksheet is so I'm more than glad to clarify anything possible. The master list contains a record of IDs and their cost, these can be repeated and I'm trying to get a total cost for said ID, however if any ID is not found on the master list then it should be manually calculated by multiplying a base rate (J:J) by the weight of said ID (if there are multiple matching IDs it's ok we would just have to add the total weight before getting that specific ID's total cost) However!: If and ID has "collect" on C:C and TRUE on E:E then it shall be ignored and given a 0 on total cost. Let me know if that helps!
mathetes's avatar
mathetes
Gold Contributor
Aug 27, 2021

Ccrossed 

 

Apparently SergeiBaklan understands the spreadsheet and your intent. If his formula works for you, I'm happy to step out of the picture.

 

I still don't get it. Let me, as best I can, give the source of my confusion. 

I do understand that the purpose is ultimately to figure out costs to be attributed to each account.

BUT

  • master list contains a record of IDs and their cost :
    • cost of what? 
    • does that mean nothing further needs to be done with them? (pretty clearly not, but that doesn't help)
    • and if they're repeated, as they are, what does that mean?

 

And maybe this is just my obsessive compulsive nature, but you are so close to it I think you take for granted the context. It's the "big picture" that's not clear. I have no idea what all this represents, and for me at any rate, knowing what that big picture is helps me navigate the details.

 

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