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VBA Formula Help
I am trying to create a spreadsheet for my work. I'll try to explain what
I'm trying to accomplish so you'll have a better understanding of how I'd like the spreadsheet setup. I work for an investment company and we have several investment managers. Each investment manager has their own seprate book of clients. Each separate client account has 19 major variables that I listed below. I will be exporting each investment manager's book of business into excel. Eventually I'll have 60+ tabs so I will need a macro to save time. For this project,I'm trying to find the market value of each client relationship. The market value is simply the dollar amount of each account. The relationship code is a link of seperate accounts that can be viewed togeher as one. There can be as many as 50 accounts within a relationship or as few as 1 account. Here is an example what I'm trying to accomplish: John Smith has an account ($1,000,000), his wife, Joan, has an account ($500,000), and his son, Joe, has an account ($500,000). This family would all have the same relationship code (100). I want a spreadsheet that sums the market value of the three accounts within relationship code 100 for a total of $2,000,000. Jane Doe has an unrelated account. Here relationship code is 200, and her account has a market value of $1,000,000. I want to see that relationship code 100 has a market value of $2,000,000 and relationship code 200 has a market value of 200. These variables will be exported in the same order each time and will always be in cells A1:S1. These variables a Account Name (this will always be cell A1) Account # Rel. Code Type Revocability Alpha Sequence Market Value Prior Yr Revenue YTD Revenue Investment Responsibility Administrator Admin # Investment Officer Inv Officer # Real Estate Officer R.E. Officer # Tax Officer Tax Officer # Client Advisor (This will always be the cell S1) I would like to have all of the data sorted and grouped by the category "Rel. Code" which is always in column C. Once the data is organized I would then like a formula that sums the market value (column G) of all of the accounts that have the same "Rel. Code". When the market value is summed, I would like that value to be in bold. I would then like a blank row inserted below. In the Smith example above, the data will be exported into excel as follows: John Smith (rel code in C2) (market value in G2) Joan Smith (rel code in C3) (market value in G3) Joe Smith (rel code in C4) (market value in G4) Jane Doe (rel code in C5) (market value in G5) After the macro is applied, I would like the shreadsheet to be setup like this: John Smith (rel code in C2) (market value in G2) Joan Smith (rel code in C3) (market value in G3) Joe Smith (rel code in C4) (market value in G4) G5 will have the sum of the market values of G2,G3, and G4 in bold; all other cells in row 5 will be blank. All cells in row 6 will be blank. Jane Doe (rel code in C7) (market value in G7) G8 will have the sum of the market value of G7 in bold; all other cells in row 8 will be blank. All cells in row 9 will be blank. Once this is done, please autofit the columns in the spreadsheet. Thank you all of your help, I hope I was clear in describing this spreadsheet. Please let me know if you have any other questions. Curt J. |
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