Forum Discussion
Sumx across multiple tables
Hello, I have 2 tables that i'm having trouble creating a correct calculation for commission with. One table contains the month, year, client number and sales amount for product 1, 2 and 3. Th...
Below are examples of the tables. One shows the clients info, their total sales by month and how much they are paying in admin fee for their service. The next table shows the commission rates for the sales team. The sales team gets commission on a % of the total sales and/or a % of the total admin fee.
| Customer Financials | ||||
| Customer ID | Customer name | Month | Total Sales | Total Admin fee |
| 1122 | Toy shop | November | $1,000,000 | $5,000 |
| 1122 | Toy shop | December | $900,000 | $4,500 |
| 2233 | Shirt store | November | $6,000,000 | $6,000 |
| 2233 | Shirt store | December | $3,000,000 | $3,000 |
| Commission Rates | ||||
| Customer ID | Sales employee ID | Total Sales % | Admin Fee % | |
| 1122 | 500 | 1% | 10% | |
| 2233 | 500 | 0% | 20% | |
| 2233 | 510 | 1.50% | 5% |
I would like to be able to update the customer financials by adding each month to the data and be able to have the formula in place so I can filter a report by sales employee to see what their actual commission will be(Total Sales %*total sales, Total Admin Fee* Admin Fee% ) for a commission statement like below:
| Sales ID | Customer | Month | Sales Commission | Admin Fee Commission | |
| 500 | 1122 | November | $10,000 | $500 | |
| 500 | 1122 | December | $9,000 | $450 | |
| 500 | 2255 | November | $0 | $1,200 | |
| 500 | 2255 | December | $0 | $600 | |
| Total | $19,000 | $2,750 | $21,750 |