Please Note: This article is written for users of the following Microsoft Excel versions: 97, 2000, 2002, and 2003. If you are using a later version (Excel 2007 or later), this tip may not work for you. For a version of this tip written specifically for later versions of Excel, click here: Determining Combinations to Make a Total.
by Allen Wyatt
(last updated August 12, 2017)
Suppose you have a worksheet with three columns of data. The first column has in sequential order each letter of the alphabet, A through Z. The second column contains a number of occurrences that correlates with the letter in the alphabet. The third column contains a number of hours that correlates with the letter in the alphabet.
What if you want to distribute, as evenly as possible, a combination of the alphabet letters into four groups based on the third column (hours)? For example, if the sum of all the hours for each letter of the alphabet is 4,000 hours, you want to come up with a combination that would segregate the alphabet so that each one of the four groups would have around 1,000 hours per group.
This is actually a well-known problem in the field of discrete mathematics. A variety of algorithms have been developed to provide solutions, and there are certain programming languages (such as LISP) that greatly facilitate creating tree structures that can "search" for optimal solutions.
In this case, however, a simple approach is best, and that involves using a macro. Let's assume that you have your data in columns A through C. The following macro will analyze the range you specify and return a combination of values that fulfill your requirements.
Function DoDist(sRaw As Range, _ iTCol As Integer, _ iBuckets As Integer, _ iWanted As Integer, _ iRetCol As Integer) As String Dim lGTotal As Long Dim lPerBucket As Long Dim lCells() As Long Dim sRet() As String Dim lBk() As Long Dim sBk() As String Dim lTemp As Long Dim sTemp As String Dim J As Integer Dim K As Integer Dim L As Integer Application.Volatile ReDim lCells(sRaw.Rows.Count) ReDim sRet(sRaw.Rows.Count) ReDim lBk(iBuckets) ReDim sBk(iBuckets) lGTotal = 0 For J = 1 To sRaw.Rows.Count lCells(J) = sRaw(J, iTCol) lGTotal = lGTotal + lCells(J) sRet(J) = sRaw(J, iRetCol) Next J For J = 1 To sRaw.Rows.Count - 1 For K = J + 1 To sRaw.Rows.Count If lCells(J) < lCells(K) Then lTemp = lCells(J) lCells(J) = lCells(K) lCells(K) = lTemp sTemp = sRet(J) sRet(J) = sRet(K) sRet(K) = sTemp End If Next K Next J lPerBucket = lGTotal / iBuckets For J = 1 To sRaw.Rows.Count L = iBuckets For K = iBuckets To 1 Step -1 If lBk(K) <= lBk(L) Then L = K Next K lBk(L) = lBk(L) + lCells(J) sBk(L) = sBk(L) & sRet(J) & ", " Next J For J = 1 To iBuckets If Right(sBk(J), 2) = ", " Then sBk(J) = Left(sBk(J), Len(sBk(J)) - 2) End If sBk(J) = sBk(J) & " (" & lBk(J) & ")" Next J DoDist = sBk(iWanted) End Function
Notice that this function is passed five parameters. The first is the range that you want evaluated, the second is the offset of the column within that range that should be totaled, the third is the number of "buckets" you want to use in the evaluation, the fourth is the number of the bucket that you want to return, and the fifth is the offset of the column (in the specified range) that contains the values you want returned.
What the macro does is to grab all the values in the column you want totaled, and then sort them in descending order. These values, from largest to smallest, are then distributed among however many "buckets" you specified that there should be. The number is always added to the bucket that contains the smallest total. The string that is returned by the function represents the return values (whatever is in each cell of the column specified by the fifth parameter) and the total of the bucket.
For instance, if you wanted to evaluate the range A1:C:26, you wanted the distribution to be based on the values in the third column of the range (column C), you wanted there to be four buckets in the analysis, you wanted the third bucket returned, and you wanted to have the function return whatever is in column A of the range, then you would use the following to call the function:
ExcelTips is your source for cost-effective Microsoft Excel training. This tip (2408) applies to Microsoft Excel 97, 2000, 2002, and 2003. You can find a version of this tip for the ribbon interface of Excel (Excel 2007 and later) here: Determining Combinations to Make a Total.
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