Evenly assign workload to available employees following priority


New Member
Apr 30, 2019
[FONT=&quot]Hello! I have a spreadsheet with a list of items each day pertaining to cases employees work. Each case has an assigned owner but cases pile up and need to be evenly distributed. [/FONT]

[FONT=&quot]I’ve attached a dumbed down version of my spreadsheet without sensitive information. [/FONT]

[FONT=&quot]I need to assign the list evenly amongst the available employees (for example this is located on a separate worksheet but I may change this to be a user form with checkboxes at a later date). [/FONT]

[FONT=&quot]-Clients with multiple cases should be assigned to the same user regardless of if it would put them over the evenly distributed amount. [/FONT]
[FONT=&quot]-Late Stage cases should always go to the case owner if available and if they haven’t reached the evenly distributed number. [/FONT]
[FONT=&quot]-Cases over $500 would follow in priority.
the sample is here:



[FONT=&quot]Example and priority list is on another worksheet for reference. If user 1 is available and has 30 late stage cases and there’s 5 available users and 100 cases, user 1 should get 20 late stage cases of their own. Sorry if this is a bit confusing but I’m rattling my brain on how to accomplish this! [/FONT]

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MrExcel MVP, Moderator
Jun 12, 2014
Office Version
  1. 365
  1. Windows
Cross posted https://chandoo.org/forum/threads/evenly-assign-items-to-available-employees.42159/#post-251330

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