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Bev Keller 20 Reputation points
2026-03-11T18:56:41.08+00:00

I have to calculate a rebate that has three criteria to determine the % that is applied.

The 1st criteria is if it belongs to specific groups (there are 9), if the do they get 2% of sales $

The 2nd criteria if the 1st isn't valid (as in they don't don't belong to the group) is to determine if they bought a specific product, if they did they get 1%

All other items get 5%

If can write an imbedded if statement, but it is rather long and would be difficult for someone to follow.

For the 1st criteria, would it be possible to use a list. This would make updating it easier.

I have thought of doing it in access as I can write the SQL, but that poses a problem for the next person who doesn't know SQL.

Microsoft 365 and Office | Excel | For business | Windows
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  1. Q&A Assist
    2026-03-11T18:56:57.01+00:00
    AI generated content. This question contains an answer created with AI from Q&A Assist. Learn more

    Use a lookup table instead of a long nested IF, then apply a simple formula that checks the three cases in order.

    1. Create a table for the 1st criterion (groups)
      • On another sheet, list the 9 qualifying groups in a single column (for example, in Groups!A2:A10).
      • Format it as a table if desired (for easier maintenance), but a simple range also works.
    2. Formula logic Assume:
      • A2 = Group for the row
      • B2 = Product for the row
      • C2 = Sales amount
      • Groups!A2:A10 = list of groups that qualify for 2%
      • "ProductX" = the specific product that qualifies for 1%
      Use this pattern:
         =IF(COUNTIF(Groups!$A$2:$A$10, A2)>0,
              C2*2%,
              IF(B2="ProductX",
                 C2*1%,
                 C2*5%
              )
           )
      
      Explanation:
      • COUNTIF(Groups!$A$2:$A$10, A2)>0 checks whether the group in A2 is in the list of 9 groups. If yes → 2% of sales.
      • If not in the group list, IF(B2="ProductX", …) checks whether the specific product was bought. If yes → 1% of sales.
      • Otherwise → 5% of sales.
    3. Why this is easier to maintain
      • To add or remove qualifying groups, just edit the list in Groups!A2:A10; no formula changes are needed.
      • The main formula stays short and readable compared to a long nested IF with 9 group checks.

    If there are many bands or more complex conditions later, consider moving more logic into lookup tables and using functions like VLOOKUP or XLOOKUP instead of expanding the IF.


    References:

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