The approach you're using is based on distributing `Cost1` and `Cost2` values proportionally across items by their weights (for Cost1) and units (for Cost2), which is sound. However, simplifying or optimizing the method for clarity and ease of understanding is possible by focusing on two main things:
1. **Cost Distribution Based on Kg (Weight)**:
For `Cost1`, it seems you're distributing costs based on the total weight (`Total KG`) in proportion to the individual item’s weight.
2. **Cost Distribution Based on Units**:
For `Cost2`, you're distributing costs based on the total number of units.
### A Simpler Formula:
You can reduce the complexity by dividing the total cost (`Cost1` or `Cost2`) by the total `Kg` or `Units` once, instead of using SUMIF in the denominator multiple times. Here's a straightforward approach:
#### **For `Cost1` (Apportion by Kg):**
- Instead of using the SUMIF formula to get the total weight repeatedly, calculate the total weight for each invoice once and store it in a helper column.
Formula in the helper column (for `Total Kg`):
- `=SUMIF($B$3:$B$6, B11, $C$3:$C$6)`
Then, in `Cost1`:
- `=(VLOOKUP(B11, $B$3:$E$6, 4, FALSE) / <Total_Kg_for_this_Invoice>) * C11`
This simplifies to:
- `=VLOOKUP(B11, $B$3:$E$6, 4, FALSE) / <HelperColumnValue> * C11`
#### **For `Cost2` (Apportion by Units):**
- Similarly, instead of recalculating the sum of units for each invoice, use the helper column to store the total number of units.
Formula in helper column (for `Total Units`):
- `=SUMIF($B$3:$B$6, B11, $D$3:$D$6)`
Then, in `Cost2`:
- `=(VLOOKUP(B11, $B$3:$F$6, 5, FALSE) / <Total_Units_for_this_Invoice>) * D11`
This simplifies to:
- `=VLOOKUP(B11, $B$3:$F$6, 5, FALSE) / <HelperColumnValue> * D11`
### Pivot Table Compatibility
Ensure that the final table (`P001-P0019`) matches the structure of the first table, and when you create a pivot table:
- `Total Cost1` should equal the sum of apportioned `Cost1`.
- `Total Cost2` should equal the sum of apportioned `Cost2`.
### In Summary:
1. Use helper columns to pre-calculate total Kg and Units per invoice, simplifying formulas.
2. Apply the apportioning formula to each row without repeatedly calculating totals within the formula.
By storing intermediate results (e.g., total Kg and total Units) in a helper column, the formulas will be clearer and potentially faster, especially in large datasets.
Let me know if you'd like me to demonstrate how this would look or if you need any further adjustments! (Powered by Chatgpt)
