Allocation Based on Weighted Amounts

WillF1138

New Member
Joined
Dec 4, 2020
Messages
2
Office Version
  1. 2010
Platform
  1. Windows
Hi all, first time posting, but always checked the site for Excel answers. Hope you can help!

My issue is that I need to come up with a formula that takes the following into consideration:

I have 1000 units of SKU A. I would like to allocate these 1000 units based on a few amount totals that have different, but important, weighted internal values to us.

Value A - Sales Volume of a particular Vendor YTD (first most important #)
Value B - Overall Sales Volume for the YTD (second most important #)
Value C - Total Quantity of orders placed YTD (third most important #)
Value D - Total Quantity of items purchased YTD (fourth most important #)

So, if I wanted to allocate customers product based on these criteria, I would have 4 reports. I would allocate the 1000 units in the following ways:

Value A - Sales Volume ($) of a particular Vendor YTD - 500 units (50% of qty available)
Value B - Total Sales Volume ($) for the YTD - 250 units (25% of qty available)
Value C - Total Quantity (#) of orders placed YTD - 150 units (15% of qty available)
Value D - Total Quantity (#) of items purchased YTD - 100 units (10% of qty available)

The idea is that based on different purchasing habits I would be able to allocate SKU A to a variety of accounts (big and small).

What would be the best way to write a formula? I'm having a hard time wrapping my head around this one. I would prefer to do some sort of VLOOKUP so I could do it all at once instead of 4 separate reports.

And any customer that would receive less than .75 of an item would be rounded down to 0 to hopefully come up with more accurate allocations.

What do you think?
 

Excel Facts

Which came first: VisiCalc or Lotus 1-2-3?
Dan Bricklin and Bob Frankston debuted VisiCalc in 1979 as a Visible Calculator. Lotus 1-2-3 debuted in the early 1980's, from Mitch Kapor.

WillF1138

New Member
Joined
Dec 4, 2020
Messages
2
Office Version
  1. 2010
Platform
  1. Windows
Apologies, I mean the term "weight" as in its importance to us. Not physical weight.

However, I will check out the post to see if there are any similarities.
 

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