Count the number of people in a table that meet a given target in consecutive months?

Hi experts
I need to use vba code to count the number of people that meet a target in consecutive months
example the target is 30 and above thus the total number of people that meet this target in consecutive months where the second month is 31/12/2010 is  2

Sam gets 50 in the first month and 45 in the second

peter gets 40 in the firts month and 40 in he second , thus 2 people meet the target in consecutive months.

The tabel itself cosnsist of over 10,000 records with over 2000 individuals is there a way to do this using vba?


Date                 Target           Name        
31/11/2010           50                Sam
31/11/2010           40                Dan
31/11/2010           40                Kent
31/11/2010           30                Peter
31/12/2010           45                Sam
31/12/2010           40                Kent        
31/12/2010           25                Peter
31/01/2011           40                Chris
31/01/2011           10                Sam

Who is Participating?
Arno KosterCommented:
You can post this macro in the wksDashboard section of the VBA editor :
Sub process_consulants()
Dim pos As Double
Dim maxpos As Double
Dim nr As Double
Dim item As Range
Dim names() As String
Dim ws As Worksheet

    '-- determine distinct consultants
    nr = 0
    ReDim names(0)
    Application.ScreenUpdating = False
    Set ws = Worksheets("wksCleanData")
    maxpos = ws.UsedRange.Rows.Count
    For Each item In ws.UsedRange.Columns(8).Cells
        Application.StatusBar = "Parsing consultants : " & nr & " / " & maxpos
        For pos = 0 To UBound(names)
            If names(pos) = item Then Exit For
        Next pos
        If pos > UBound(names) And item <> "Consultant" Then
            If pos = 1 And names(0) = "" Then pos = 0
            ReDim Preserve names(pos)
            names(pos) = item
        End If
        nr = nr + 1
    Next item
    Application.ScreenUpdating = True
    '-- use names to generate formulae
    Set ws = Worksheets("wksResults")
    ws.Range("A1") = "Target : "
    ws.Range("B1") = 0.3  '-- 0.3 => 30%
    ws.Range("A3") = "Name"
    For pos = 0 To UBound(names)
        Application.StatusBar = "Writing results for consultants : " & pos & " / " & UBound(names)
        ws.Range("A" & pos + 4) = names(pos)
        ws.Range("B" & pos + 4).FormulaR1C1 = "=COUNTIFS(wksCleanData!R2C8:R" & maxpos & "C8, ""="" & RC[-1], wksCleanData!R2C9:R" & maxpos & "C9, "">"" & R1C2)"
    Next pos
    Application.StatusBar = "Finished !"
    Application.Wait Now + TimeValue("0:0:01")
    Application.StatusBar = False

    Set ws = Nothing
End Sub

Open in new window

Arno KosterCommented:
You can even do it without using VBA

positive side is that it automatically calculates changes, drawback is that you have to type in all distinct names by hand and drag-expand the formula.
Thrawn3000Author Commented:
Thanks akoster
I have something similar to this working in my attached vba code, but given the size of the data
and number of names of consultants, please see tab wksCleandata I need to automate this in VBA
the tab wksDashboad shows where the sum of consultants who met a target for consecutive months should be, can this be simplified and automted so there uis no need to show distinct names.

 Devel-Target-update5-automate.xlsm Devel-Target-update5-automate.xlsm
Ultimate Tool Kit for Technology Solution Provider

Broken down into practical pointers and step-by-step instructions, the IT Service Excellence Tool Kit delivers expert advice for technology solution providers. Get your free copy now.

zorvek (Kevin Jones)ConsultantCommented:
You can do it with formulas. Note that the formula in cell E2 is different than the one in E3. Not a single formula but a row of formulas. The final count is the number of sales people that had two consecutive months of sales greater than a target threshold. If a salesperson had three or more consecutive months o multiple instances of two consecutive months it is still counted as one instance.

Thrawn3000Author Commented:

that looks usefull can I alter this easily to pick up 3 consecutive months of targets hit or x consectuive months?


Here is a VBA script that should do what you need. You just need to change the TARGET_VALUE and INITIAL_MONTH fields and let it run.


Sub CountPeople()
    Const TARGET_VALUE = 40
    Const INITIAL_MONTH = "31/11/2010"
    Set objDic = CreateObject("Scripting.Dictionary")
    intTotalCount = 0
    For intSrcRow = 2 To Cells(Cells.Rows.Count, "C").End(xlUp).Row
        strCurDate = Cells(intSrcRow, "A").Value
        strCurTarget = Cells(intSrcRow, "B").Value
        strCurName = Cells(intSrcRow, "C").Value

        If Not objDic.Exists(strCurName) And strCurDate = INITIAL_MONTH And strCurTarget >= TARGET_VALUE Then
            objDic.Add strCurName, strCurName & "," & strCurTarget & "," & Day(DateSerial(Mid(strCurDate, 7, 4), Mid(strCurDate, 4, 2) + 1, 0)) & Mid(strCurDate, 3)
        ElseIf strCurTarget >= TARGET_VALUE Then
            If objDic.Item(strCurName) <> "" Then
                aryPrevData = Split(objDic.Item(strCurName), ",")
                strPrevName = aryPrevData(0)
                strPrevTarget = aryPrevData(1)
                strPrevDate = aryPrevData(2)
                dtPrevDate = DateSerial(Mid(strPrevDate, 7, 4), Mid(strPrevDate, 4, 2), Left(strPrevDate, 2))
                dtCurDate = DateSerial(Mid(strCurDate, 7, 4), Mid(strCurDate, 4, 2), Left(strCurDate, 2))

                If DateDiff("m", dtPrevDate, dtCurDate) = 1 Then
                    intTotalCount = intTotalCount + 1

                    'MsgBox "ADDED: " & vbCrLf & FormatDateTime(dtCurDate, vbGeneralDate) & vbCrLf & FormatDateTime(dtPrevDate, vbGeneralDate)
                End If
            End If
        End If
    MsgBox "Total found from " & INITIAL_MONTH & " >= " & TARGET_VALUE & " = " & intTotalCount
End Sub

Open in new window

zorvek (Kevin Jones)ConsultantCommented:
Here is a three month solution with formulas. I removed the first row formula since it was not really needed.

zorvek (Kevin Jones)ConsultantCommented:
A new solution with only one column used. In the second data row I used this array formula and copied it down to the end of the list:


In cell G1 I entered the threshold sales amount. In cell G2 I entered the number of consecutive months. In cell G3 I entered this formula to count the number of salespeople satisfying the criteria:


The formulas assume the dates are in column A, the sales are in column B, and the names are in column C. Column D is used as the helper column (long formula above).

See the attached example.

Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

All Courses

From novice to tech pro — start learning today.