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

    Asked by IanRm on November 13, 2016 at 06:52 AM

    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.

    Page URL:
    https://form.jotform.com/63172723161955

    Screenshot
    JotForm table attached sheet
  • Profile Image
    JotForm Support

    Answered by Charlie on November 13, 2016 at 10:36 AM

    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.

  • Profile Image

    Answered by IanRm on November 13, 2016 at 01:44 PM
    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
    ...
  • Profile Image

    Answered by IanRm on November 13, 2016 at 01:44 PM
    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
    ...
  • Profile Image

    Answered by IanRm on November 13, 2016 at 01:44 PM
    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
    ...
  • Profile Image

    Answered by IanRm on November 13, 2016 at 01:47 PM

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

    Please confirm

     

  • Profile Image

    Answered by IanRm on November 13, 2016 at 02:44 PM
    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
    ...
  • Profile Image
    JotForm Support

    Answered by jonathan on November 13, 2016 at 04:39 PM

    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.