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Excel macro for sum on dynamic range

Posted on 2010-11-21
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Last Modified: 2012-05-10
Hi,
We have a column A (starting in cell A10) containing Customer IDs.
There's a column C containing different amounts associated with those Customer IDs.
We need to add total sums per Customer IDs at the last line of a listed Customer ID. See an example attached (number of Customers/rows keeps changing - is dynamic).

Then we need (per every CustomerID) to add a percentage amount field and highlight the top amounts which contribute to 80% or more of the all charged amounts (as shown in the sample).
Thank you.
J.
CutomerIDs-amounts.xlsx
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Question by:janime
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8 Comments
 
LVL 23

Expert Comment

by:Michael74
ID: 34182651
This code should solve the issue for you. I have attached the workbook with the macro included as well
Sub calc()
   Dim i As Long, custID As String, amount As Double, percent As Double
   i = 10
   custID = Range("A" & i).Value
   While Range("A" & i).Value <> ""
      If custID = Range("A" & i).Value Then
         amount = amount + Range("C" & i).Value
         percent = percent + Range("D" & i).Value
         If percent >= 0.8 Then
            Range("E" & i).Value = percent
            percent = 0
         End If
         If custID <> Range("A" & i + 1).Value Then Range("E" & i).Value = amount
      Else
         custID = Range("A" & i).Value
         amount = Range("C" & i).Value
         percent = Range("D" & i).Value
         If percent >= 0.8 Then
            Range("E" & i).Value = percent
            percent = 0
         End If
      End If
      i = i + 1
   Wend
End Sub

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CutomerIDs-amounts-1.xlsm
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Expert Comment

by:Chris Bottomley
ID: 34182677
Alternatively how about a formula to do it for you?

i.e. in cell: F10 paste the following and drag down:

=IF(COUNTIF(A$10:A$1000,A10)=COUNTIF(A$10:A10,A10),SUMIF(A$10:A10,A10,C$10:C10),"")

Chris
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LVL 50

Expert Comment

by:Ingeborg Hawighorst
ID: 34182760
Hello,

without any VBA, this formula

=IF(AND(SUMPRODUCT(--($A9:A$10=A10),$D9:D$10)<0.8,SUMPRODUCT(--($A$10:A10=A10),$D$10:D10)>0.8),SUMPRODUCT(--($A$10:A10=A10),$D$10:D10),IF(A11<>A10,SUMPRODUCT(($A$10:A10=A10)*($C$10:C10)),""))

will identify the first percentage sum greater than 80% and will sum the total per Customer ID in the same column.

You can then use conditional formatting with the formula rule

=OR(SUMPRODUCT(--($A$10:$A10=$A10),$D$10:$D10)<0.8,ISNUMBER($G10))

to apply the cell shading.

see attached.

cheers, teylyn
Copy-of-CutomerIDs-amounts.xlsx
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Author Comment

by:janime
ID: 34182956
Hi,
thanks for your replies, none of them however ADDS a new column with recalculated percentage (as per my sample). It seems that your scenarios take into account that the amount percentage is already there (recalculated).
"we need (per every CustomerID) to add a percentage amount field and highlight the top amounts which contribute to 80% or more of the all charged amounts".
I guess this can be accommodated by macro only.
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LVL 50

Accepted Solution

by:
Ingeborg Hawighorst earned 500 total points
ID: 34184290
OK,

see the attached workbook. The macro first creates the sum total for each customer in column E, then enters the formula to calculate the percentages in column D, then identifies the cell where the running total of the percentage goes over 80% and formats this and the rows above with a background fill.

cheers, teylyn
Copy-of-CutomerIDs-amounts-1.xlsm
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LVL 23

Expert Comment

by:Michael74
ID: 34184311
Janime

Does this meet your needs

 CutomerIDs-amounts-1.xlsm
Sub calc()
   Dim i As Long, custID As String, amount As Double, percent As Double, row As Long
   i = 10
   row = 10
   custID = Range("A" & i).Value
   While Range("A" & i).Value <> ""
      If custID = Range("A" & i).Value Then
         amount = amount + Range("C" & i).Value
         If custID <> Range("A" & i + 1).Value Then
            Range("E" & i).Value = amount
            Range("E" & i).NumberFormat = "#,##0.00"
            Range("A" & i & ":E" & i).Borders(xlEdgeBottom).Weight = xlMedium
            Call percentages(row, i, amount)
         End If
      Else
         custID = Range("A" & i).Value
         amount = Range("C" & i).Value
         percent = Range("D" & i).Value
         row = i
      End If
      i = i + 1
   Wend
End Sub

Sub percentages(startRow As Long, endRow As Long, amount As Double)
   Dim i As Long, percent As Double, highlighted As Boolean
   highlighted = False
   For i = startRow To endRow
      Range("D" & i).Value = Range("C" & i).Value / amount
      Range("D" & i).NumberFormat = "0.00%"
      percent = percent + Range("D" & i).Value
      If percent >= 0.8 And Not highlighted Then
            Range("E" & i).Value = percent
            Range("E" & i).NumberFormat = "0.00%"
            Range("A" & startRow & ":D" & i).Interior.Color = 10092543
            Range("A" & i & ":E" & i).Borders(xlEdgeBottom).Weight = xlThin
            highlighted = True
      End If
   Next
End Sub

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Author Closing Comment

by:janime
ID: 34184721
Excellent! Thank you.
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Author Comment

by:janime
ID: 34184740
Sorry, Michael74, I already gave points to teylyn. I did not notice your post. His macro did the work. So hope next time I'll compensate you for your effort. Thanks once again.
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