Index, match, lookup?

excelbetter

Board Regular
Joined
Oct 13, 2010
Messages
190
I am trying to build a spreadsheet whereby I am able to figure out the total effective fees charged to a brokerage account based on the account balance. I know the fees charged for each $X in the account, but I can figure out how to do a "lookup" of sorts, or IF statements, to determine the fees.

I have a sample concept in the image attached. Are you able to help? Thank you.

fee%20schedule.png
 

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this may help
assuming the fees start at a5
E5
=IF($E$2 > C5,C5*A5,$E$2*A5)
E6
=IF($E$2 > (C5+C6),C6*A6,IF(($E$2-C5) > 0,($E$2-C5)*A6,0))
E7
=IF($E$2 > (C5+C6+C7),C7*A7,IF(($E$2-C5-C6) > 0,($E$2-C5-C6)*A7,0))
E8
=IF($E$2 > (C5+C6+C7+C8),C8*A8,IF(($E$2-C5-C6-C7) > 0,($E$2-C5-C6-C7)*A8,0))
E9
=IF($E$2 > (C5+C6+C7+C8+C9),(C5+C6+C7+C8+C9)*A9,0)
 
Upvote 0
EXCELLENT. Thank you for the help!!

Sheet1

ABCDE
1
2 7000000
3
4fee fee owed
51.25% 2000000 25000
60.90% 3000000 27000
70.60% 5000000 12000
80.50% 15000000 0
90.45% 0
10
11 64000
12 0.91%

<colgroup><col style="font-weight:bold; width:30px; "><col style="width:64px;"><col style="width:64px;"><col style="width:64px;"><col style="width:64px;"><col style="width:64px;"></colgroup><tbody>
</tbody>

Spreadsheet Formulas
CellFormula
E5=IF($E$2>C5,C5*A5,$E$2*A5)
E6=IF($E$2>(C5+C6),C6*A6,IF(($E$2-C5)>0,($E$2-C5)*A6,0))
E7=IF($E$2>(C5+C6+C7),C7*A7,IF(($E$2-C5-C6)>0,($E$2-C5-C6)*A7,0))
E8=IF($E$2>(C5+C6+C7+C8),C8*A8,IF(($E$2-C5-C6-C7)>0,($E$2-C5-C6-C7)*A8,0))
E9=IF($E$2>(C5+C6+C7+C8+C9),(C5+C6+C7+C8+C9)*A9,0)
E11=SUM(E5:E9)
E12=E11/E2

<tbody>
</tbody>

<tbody>
</tbody>


Excel tables to the web >> Excel Jeanie HTML 4
 
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