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First, I would just like to say you guys are a priceless resource. I was
handed a fairly large project at work that's written in VBA, which I do not know (I'm teaching myself while doing this project, reading several books on it, etc) and EVERY question I've brought here someone knows the answer to. So officially, Thank you very much for sharing the wealth. Now to my question. I currently have a VBA program that takes a spreadsheet with a list of X reps (each having 5-300 adjustments), sorts out the 5 highest transactions for each rep, formats it accordingly and puts it in a spreadsheet that I built. I need to refine this search a bit and make some modifications to the original list of X reps. Consider the following sample data: Name Acct# Date Amt John 123 5-Jan 250 John 456 20-Jan 150 John 456 20-Jan 150 John 456 20-Jan 150 John 789 22-Jan 100 John 321 15-Jan 50 John 321 14-Jan 75 John 321 14-Jan 100 John 654 12-Jan 50 John 987 3-Jan 225 Mike 654 5-Jan 30 Mike 654 5-Jan 150 Mike 654 6-Jan 200 Mike 987 9-Jan 75 Mike 456 18-Jan 100 Mike 789 23-Jan 250 Mike 987 9-Jan 100 Mike 456 24-Jan 50 Mike 321 31-Jan 200 Mike 135 31-Jan 50 Mike 135 31-Jan 100 Mike 987 9-Jan 100 Mike 987 9-Jan 100 Mike 987 8-Jan 75 Under my current sorting the top 5 transactions for these 2 reps would be: John 123 5-Jan 250 John 987 3-Jan 225 John 456 20-Jan 150 John 456 20-Jan 150 John 456 20-Jan 150 Mike 789 23-Jan 250 Mike 654 6-Jan 200 Mike 321 31-Jan 200 Mike 654 5-Jan 150 Mike 456 18-Jan 100 This is presenting 2 problems. The first problem is that it lists duplicate accounts which is redundant. John, for example, is showing 3 adjustments for account 456 on 20-Jan. This is really part of the second problem which is I'm not really getting the 5 highest transactions. For accounts with multiple adjustments on the same day that counts as a SINGLE adjustment all totalled. John, for example, issued a total of $450 to account 456. In the case of John it just happen to work out that account 456 shows up in his top 5. But because it's taking up 2 additional spots in the top 5 I'm not seeing 2 more accounts I could be reviewing. And in the case of Mike he issued a total of $375 to account 987, which is the highest transaction, but I would never see it because it's comprised of a bunch of smaller adjustments that end up at the bottom of the sort. This is what I NEED my program to do: For each rep, any account that has more than one transaction on the same day needs to show up as a single transaction for a total of the individual transactions. And any duplicate adjustments on the same day need to be deleted. So, for example, the 3 adjustments John made to account 456 on 20-Jan total $450. I want that to show as 1 adjustment for the total amount: John 456 20-Jan 450 And the 4 adjustments Mike made to account 987 on 9-Jan total $375. I need that to show as a single adjustment for the total amount: Mike 987 9-Jan 375 And any additional adjustments for the same account on the same day need to be deleted. If you take the same data sample from up top and sort it the way I've just described this is what it should look like: John 456 20-Jan 450 John 123 5-Jan 250 John 987 3-Jan 225 John 321 14-Jan 175 John 789 22-Jan 100 John 654 12-Jan 50 John 321 15-Jan 50 Mike 987 9-Jan 375 Mike 789 23-Jan 250 Mike 654 6-Jan 200 Mike 321 31-Jan 200 Mike 654 5-Jan 180 Mike 135 31-Jan 150 Mike 456 18-Jan 100 Mike 987 8-Jan 75 Mike 456 24-Jan 50 And the top 5 transactions for each rep would be: John 456 20-Jan 450 John 123 5-Jan 250 John 987 3-Jan 225 John 321 14-Jan 175 John 789 22-Jan 100 Mike 987 9-Jan 375 Mike 789 23-Jan 250 Mike 654 6-Jan 200 Mike 321 31-Jan 200 Mike 654 5-Jan 180 Which is clearly very different from the original top 5. Sorry this is so wordy but I wanted to make sure I explained it clearly. How can I accomplish this? |
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