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Converting Expense Data Overages to Correct Users - Looking for an automation or simplify

  1. #1
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    Post Converting Expense Data Overages to Correct Users - Looking for an automation or simplify

    Good Morning,

    I am a novice Excel user, but i work in the expense world, and I wanted to create a simplified function to run against multiple lines of users if possible to save one of my data entry folks some time(and me, from doing manual calculations each month).

    The scenario is this. A Telecom provider bills an overage fee for data used against a pool of GB. Lets say the Client has 120GB of data, pooling at 6GB per user.

    The current billing method of the vendor, is to charge whichever user is using the pooled data when it exceeds the 120GB. This means a user that uses 1GB of data for the month, well under their 6GB of data, would be charged for that overage fee. Even if someone else used 25GB earlier in the month, they would not be billed an overage if the total pool had not been exceeded.

    The manual formulas I use on my excel document to correct this are as such(The document breaks out rows of phone numbers, with columns that seperate the types of charges):

    Filter to users who exceeded their 6GB data contribution.
    Divide those users GB Usage by the total GB of all users exceeding 6GB.
    Multiply each users percentage obtained from the prior formula against the total overage fee for the month.
    In the column where the fees originally showed, they would be clean slated, and have these corrected totals applied.


    Now that you see my process, is there a simpler method or a single formula to automate what I am going to have to do each month manually for this? If I can represent these steps to folks who are resistant to anything more complex then a system driven tool, I need to make it as few steps as possible to eliminate pushback.

    If anything can be achieved from this I will try to contribute back in someway. Cheers.

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    Re: Converting Expense Data Overages to Correct Users - Looking for an automation or simpl

    Hello Knuckle. Welcome to the forum.

    It is difficult to say without adequate data.
    And
    Without a date column
    Even if someone else used 25GB earlier in the month,
    I don't see how this could be calculated.

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    Dave

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    Re: Converting Expense Data Overages to Correct Users - Looking for an automation or simpl

    Hello Knuckle and Welcome to Excel Forum.
    Here is my interpretation of what you have described. (Note that I suggest keep the process simple and not combining into one hard to understand/explain formula)
    Column A is a list of 20 names (120/6=20)
    Column B shows GB usage
    Cell B22 shows the total GB's using: =SUM(B2:B21)
    Column C identifies the users that exceeded their 6 GB using: =IF(B2>6,B2,0)
    Cell C22 shows the GB's used by 'overage users' using: =SUM(C2:C21)
    Column D shows the percentage using: =C2/C$22
    Cell D22 shows the total percentage (as a check) using: =SUM(D2:D21)
    Column E shows the amount each 'overage user' will be charged using: =D2*B$28
    Cell B25 gives the GB's allowed (120)
    Cell B26 gives the overage using: =B22-B25
    Cell B27 gives the amount per overage GB (I just put an arbitrary amount of $10)
    Cell B28 gives the total amount owed for overage using: =B26*B27
    For future reference you may get faster and better response if you manually mock up a spreadsheet then upload an Excel file, not a picture or pasted copy, by clicking on the GO ADVANCED button below the Quick Reply window and then scrolling down to Manage Attachments to open the upload window.
    Let us know if you have any questions.
    @FlameRetired, I was working on this when you responded and did not see what you said until just before submitting.
    Attached Files Attached Files
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Re: Converting Expense Data Overages to Correct Users - Looking for an automation or simpl

    @ JeteMc. No problem. Looks like that took awhile to organize, type and post.

    Haven't looked at your upload yet.

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