Can Jotform cope with setting up a MARGIN TABLE like attached sheet?

Can Jotform cope with setting up a MARGIN TABLE like attached sheet?

 

REQUIREMENT:

Self calculating SELL COSTS FIELDS  based on the VALUE OF THE RAW COSTS - which will be different for every submission.

We want to use this margin-table - concept to establish a selling price.

THE IMPORTANT CHALLENGE IS that the variable buy price of  LESS THAN €200 - needs a specific margin value added - but over €200 a % Margin is the target - for which we divide by a key figure to achieve the selling cost of products which have a raw cost greater than @200

THE ATTACHED SPREAD SHEET HAS TWO PAGES TO HELP YOU GRASP WHAT WE ARE TRyING TO DO IN THIS CONDITIONAL CALCULATION

 

Can you help us to achieve how we can use a margin table like this in JOTFORM - or if not

Can we achieve the same result - another way in JOTFORM?

 

Formula sample below taken from cell E5

=VLOOKUP(C5,margintable,2,1)

Where C5 is the Key used to lookup margintable and return the value for that key from the 2nd Column in the margintable

Values in Yellow cells can be changed and correct margin should be reflected in column D

 

 

Column E is an IF Function: if the margin is less than 2, then it must be a percentage and so multiply is used to get the selling price, otherwise if the margin value is greater than 2 than the value is added to the purchase price to get a selling price.

Hi,

I am having a hard time understanding your table without an actual formula. 

If you can provide us a formula on how your selling price and margin works, then we can help you proceed on how to set this up. 

Questions we have includes:

1. Is purchased cost fixed?

2. How is margin calculated or set? You said you have conditions if it is greater than or less than 200. But what is the exact formula, we can't test if we don't know it. 

3. The VLOOKUP formula applies to a spreadsheet tool, 2nd column is also "Product Description" so I am not sure what is the value there? 

 

This should be possible but not in the sense of using a VLOOKUP, but using conditional logic and form calculation widget. You can check the following guides to help you in your calculation:

https://www.jotform.com/help/259-How-to-Perform-Calculation-in-the-Form 

https://www.jotform.com/help/268-How-to-Insert-Text-or-Mathematical-Calculation-into-a-Field-Using-Conditional-Logic 

 

We'll wait for your response.

HI
Did I not attach this spreadsheet? (which I sense explained exactly what w
want to do in Jotform?)
Kind Regards
Ian
Ian Mullen
Ross Print Services, 5 Applewood Drive
Greystones, Co. Wicklow
*T: +353 1 287 6612*
M: +353 87 255 4216
...

I have used V4 for this and Hi - I'm NOT seeing the CALCULATION (widgit)
in Version 4?
Where might it be in version 4
Kind Regards
Ian
Ian Mullen
Ross Print Services, 5 Applewood Drive
Greystones, Co. Wicklow
*T: +353 1 287 6612*
M: +353 87 255 4216
...

Charlie, these links seem to NOT BE for V4? correct?
Kind Regards
Ian
Ian Mullen
Ross Print Services, 5 Applewood Drive
Greystones, Co. Wicklow
*T: +353 1 287 6612*
M: +353 87 255 4216
...

do you have the formulae now? (the spreadsheet we attached?)

Please confirm

 

Purchase cost IS NOT FIXED it is variable for every ORDER / every submission
Kind Regards
Ian
Ian Mullen
Ross Print Services, 5 Applewood Drive
Greystones, Co. Wicklow
*T: +353 1 287 6612*
M: +353 87 255 4216
...

Hi Ian,

We apologize for the delayed response.

The support forum is not capable of getting file attachement. So we were not able to see the attache spreadsheet that you mentioned.

I do see your test form https://form.jotform.com/63172723161955 and I can see the annotations on the field's descriptions on what needs to be done.

My initial question is if the Margin Table you refer to is an external data.

It will be more complicated if there is a need to use an external data source table since you will have to do the calculation function outside the Form Builder.

But if you only meant to have a margin table in the form using matrix calculation, it will be more easier to achieve because you can perform calculations when using the Matrix table field.

User guide: How-to-Perform-Form-Calculation-in-the-Matrix-Field

Since you can have a matrix table calculations, you can use the result from the matrix calculation as the data for the other fields that needs margin table data.

Hope this help. Let us know your feedback so we can further identify all the requirements of custom calculation form.

--

Related:

If you want to show a Spreadsheet calculations in your form, you can use the Spreadsheet widget

https://widgets.jotform.com/widget/spreadsheet

Although the widget cannot be used in calculations with other fields on the form similar to what the matrix table does.

 

Thanks.

 

Hi
Apologies for the silence - i have been unwell.
But I'm back at the desk now and I would like to revive this matter please.
First: 'The Margin Table' can be in the form - yes
Given that v4 is now live - are you instructions still the same
Just so I try and get a handle on this:
Will we be using a CALCULATION MATRIX TABLE to carry the MATRIX YABE DATA?
Can one CALCULATION MATRIX TABLE RELATE/LINK TO DATA IN ANOTHER MATRIX?
Kind Regards
Ian
Ian Mullen
Ross Print Services, 5 Applewood Drive
Greystones, Co. Wicklow
*T: +353 1 287 6612*
M: +353 87 255 4216
...

Product ID Item Description Purchase Cost ActualMargin Selling Price
1 Product A € 18.00 44 € 62.00
2 Product B € 45.00 45 € 90.00
3 Product C € 80.00 55 € 135.00
4 Product D € 120.00 65 € 185.00
5 Product E € 75.00 55 € 130.00
6 Product F € 130.00 65 € 195.00
7 Product G € 1,800.00 75 € 1,875.00
8 Product H € 2,500.00 1.3 € 3,250.00
9 Product J € 6,000.00 1.2 € 7,200.00
This is the margin table
Kind Regards
Ian
Ian Mullen
Ross Print Services, 5 Applewood Drive
Greystones, Co. Wicklow
*T: +353 1 287 6612*
M: +353 87 255 4216
...

Can one CALCULATION MATRIX TABLE RELATE/LINK TO DATA IN ANOTHER MATRIX?

I believe this is possible to achieve within the form. All you need to do is consolidate the results value on another separate Calculation field.

Can you describe more the workflow you wanted to do?

My initial assumption is that by relate/link, you meant there will be a another calculations that will occur depending on the values in the Matrix table.

 

Hi jonathan,
*The OBJECTIVE: is to determine the Selling Price when all you know is the
BUY Price. *
*There is one approach up to buy prices of less than €248Then from €249 and
higher the sell price is determined by dividing teh cost price by .7*
*AS BELOW*
IF the base cost (our buy cost) is< (less than) €248 then a FIXED margin
value is added to the buy price to determine the selling price.
*MEANING*
If the cost/ buy price is €18.00 then Add €44 to reach a Sell Price of €62
If the cost/ buy price is €45.00 then Add €45 to reach a Sell Price of €90
If the cost/ buy price is €75.00 then Add €44 to reach a Sell Price of €130
If the cost/ buy price is €80.00 then Add €55 to reach a Sell Price of €135
If the cost/ buy price is €120.00 then Add €55 to reach a Sell Price of €185
If the cost/ buy price is €130.00 then Add €65 to reach a Sell Price of €195
*BUT WHEN THE COST IS GREATER THAN* €248 then the sell price is determined
by dividing the cost price by .7
If the cost/ buy price is €250.00 then dIvide €250 by .7 to reach a Sell
Price of €357
If the cost/ buy price is €800.00 then dIvide €250 by .7 to reach a Sell
Price of €1143
Product ID Item Description Purchase Cost Margin Selling Price
1 Product A € 18.00 44 € 62.00
2 Product B € 45.00 45 € 90.00
3 Product C € 80.00 55 € 135.00
4 Product D € 120.00 65 € 185.00
5 Product E € 75.00 55 € 130.00
6 Product F € 130.00 65 € 195.00
7 Product G € 1,800.00 .7 € 1,875.00
8 Product H € 2,500.00 .7 € 3,250.00
9 Product J € 6,000.00 .7 € 7,200.00
Might this work?
can we use VLOOKUP ?
=VLOOKUP(C5,margintable,2,1)
Where C5 is the Key used to lookup marintable and return the value for that
key from the 2nd Column in the margintable
Values in Yellow cells can be changed and correct margin should be
reflected in column D
Column E is an IF Function: if the margin is less than 2, then it must be a
percentage and so multiply is used to get the selling price, otherwise if
the margin value is greater than 2 than the value is added to the purchase
price to get a selling price.
Kind Regards
Ian
Ian Mullen
Ross Print Services, 5 Applewood Drive
Greystones, Co. Wicklow
*T: +353 1 287 6612*
M: +353 87 255 4216
...

If i struggle to grasp how to do this? (but Jotform is capable)
Can Jotform do it and charge me for the service? or if not might you have
any independent contractors that might take on the project?
Kind Regards
Ian
Ian Mullen
Ross Print Services, 5 Applewood Drive
Greystones, Co. Wicklow
*T: +353 1 287 6612*
M: +353 87 255 4216
...

Hi Ian,

Allow me some more time to work on a demo form base on your workflow. I'll get back to you with update later.

Thanks.

Thank you Jonathan
Much appreciated
Ian
Kind Regards
Ian
Ian Mullen
Ross Print Services, 5 Applewood Drive
Greystones, Co. Wicklow
*T: +353 1 287 6612*
M: +353 87 255 4216
...