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VBA EXCEL assign and categorize data

Posted on 2009-05-13
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Last Modified: 2013-11-25
Hi, another question: I have a sheet (is attached) where I need to categorize data according to the Rating. On sheet "Info" we can find the rating (column B) for the particular bond - on sheet "Risk Criteria" we can find the the Riskrating (column E) which indicates that A+ to A- will get the rating 3 (this inculdes also A as it is in between A+ and A-). Everything BB+ and below will get a 5 - if there is no rating it should also get a 5. The result should be displayed in sheet "Calculation". The CUSIP/ISIN is the ID. If you have any help how to solve this I would be very grateful.
Moreover, I would like to classify the country by assinig them another rating. This rating still has to be calculated according to the data i am downloading on sheet "Country". Here we can see that there are many bonds with a number (yield) - this data actually has to be sorted by the numer (yield) so that we can perform the assignment of the Risk Criteria. On sheet "Risk Criteria" we can the 20% having the highest number (yield) should get the number 5 (80.01% - 100%) this should include all the countries on the bottim of the table on sheet "Country". If there is not country found the Bond should get a 5 (as with the Rating). The result should be displayed on sheet "Calculation". Again, I am grateful for any help.
RatingCountry.xls
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Question by:kbrasco
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7 Comments
 
LVL 45

Expert Comment

by:patrickab
ID: 24377156
What about AAA rating?
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LVL 45

Expert Comment

by:patrickab
ID: 24377168
And other similar ratings?
AAA, AA, BBB, BB, BB+ and so on...
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Author Comment

by:kbrasco
ID: 24377655
AAA = 1
AA+, AA, AA- = 2
A+, A, A- = 3
BBB+, BBB, BBB- = 4
all the rest = 5

Thanks
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LVL 45

Expert Comment

by:patrickab
ID: 24388479
kbrasco,
Hopefully the macro below takes care of the requirements of your paragraph 1. It's in the attached file. I'll be back later for the 2nd para. Let me know how you get on with the first macro.
Press the button on the Calculation sheet to get the results.
Patrick

Sub specialmacro()
Dim rng1 As Range
Dim celle1 As Range
Dim rng2 As Range
Dim celle2 As Range
 
With Sheets("Calculation")
    Set rng1 = Range(.Cells(2, "B"), .Cells(.Cells.Rows.Count, "B").End(xlUp))
End With
With Sheets("Info")
    Set rng2 = Range(.Cells(2, "B"), .Cells(.Cells.Rows.Count, "D").End(xlUp))
End With
 
For Each celle1 In rng1
    celle1.Offset(0, 1) = WorksheetFunction.VLookup(celle1, rng2, 2, False)
    celle1.Offset(0, 2) = WorksheetFunction.VLookup(celle1, rng2, 3, False)
    Select Case UCase(celle1.Offset(0, 1))
        Case Is = "AAA"
            celle1.Offset(0, 3) = 1
        Case Is = "AA", "-AA"
            celle1.Offset(0, 3) = 2
        Case Is = "A", "-A"
            celle1.Offset(0, 3) = 3
        Case Is = "BBB", "-BBB"
            celle1.Offset(0, 3) = 4
        Case Is = "D", "BB"
            celle1.Offset(0, 3) = 5
        Case Else
            celle1.Offset(0, 3) = 5
    End Select
Next celle1
 
End Sub

Open in new window

RatingCountry-01.xls
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Accepted Solution

by:
patrickab earned 500 total points
ID: 24390034
kbrasco,
I have corrected the ratings part. I'm not sure I've got it right yet - please check it out. It's in the attached file and in the 'Select Case' section of the VBA code below.
I will await your response before taking any further steps.
Patrick

Sub specialmacro()
Dim rng1 As Range
Dim celle1 As Range
Dim rng2 As Range
Dim celle2 As Range
 
With Sheets("Calculation")
    Set rng1 = Range(.Cells(2, "B"), .Cells(.Cells.Rows.Count, "B").End(xlUp))
End With
With Sheets("Info")
    Set rng2 = Range(.Cells(2, "B"), .Cells(.Cells.Rows.Count, "D").End(xlUp))
End With
 
For Each celle1 In rng1
    celle1.Offset(0, 1) = WorksheetFunction.VLookup(celle1, rng2, 2, False)
    celle1.Offset(0, 2) = WorksheetFunction.VLookup(celle1, rng2, 3, False)
    Select Case UCase(celle1.Offset(0, 1))
        Case Is = "AAA"
            celle1.Offset(0, 3) = 1
        Case Is = "AA", "AA-", "AA+"
            celle1.Offset(0, 3) = 2
        Case Is = "A", "A-", "A+"
            celle1.Offset(0, 3) = 3
        Case Is = "BBB", "BBB-", "BBB+"
            celle1.Offset(0, 3) = 4
        Case Is = "D", "BB", "BB-", "BB+"
            celle1.Offset(0, 3) = 5
        Case Else
            celle1.Offset(0, 3) = 5
    End Select
Next celle1
 
End Sub

Open in new window

RatingCountry-02.xls
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Author Closing Comment

by:kbrasco
ID: 31581064
Excellent!
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LVL 45

Expert Comment

by:patrickab
ID: 24426129
kbrasco - Pleased it did what you wanted. Thanks for the grade - Patrick
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