"(IF) Formulas"

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Marwan69

Board Regular
Joined
Mar 14, 2018
Messages
80

ABCDEFG
1
Table 1
Table 2
Amount
% of Total Portfolio
% of Total Asset
Under/ Over %
Notes
2​
>=20%​
100%​
15,292​
4.70%​
1.50%​
-15.30%​
I can't understand how this formula works. The value isn't true but still returns(D4-A4). It should return(0)​
3​
>=20%​
100%​
23,585​
7.20%​
2.30%​
-12.80%​
Same as 1st note​
4​
<=10%​
5%​
40,382​
12.40%​
3.90%​
2.40%​
I believe is correct​
5​
<=10%​
1%​
0​
0.00%​
0.00%​
0.00%​
Correct​
6​
<=5%​
100%​
8,709​
2.70%​
0.80%​
-2.30%​
Same as 1st note​
7​
<=5%​
5%​
17,000​
5.20%​
1.70%​
0.20%​
Same as 1st note because 17000 >5%(B8), so it should return (0)​
8​
<=5%​
21,751​
6.70%​
2.10%​
1.70%​

<tbody>
</tbody>
Cell Formula
D2 C2/325,405
E2 C2/1,027,949
F2 IF(AND(C2<>0,(E2<=D2>A2)),D2-A2,0)

<tbody>
</tbody>
As you can see, I'm bound by these two boundaries(Table 1 & 2). The amount that I should invest shouldn't exceed the % of portfolio, nor should it exceed the % of total assets.
However, in certain circumstances
like: 15,292, I can invest as much as 100% of my total portfolio. 100% means no limit.
For another asset class, however, such as: 40,382, my investment should be between <=10 & 3.9%.

How can I build a formula to capture all of these parameters?

Many thanks,
Marwan
 
Last edited:

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