Hi all,
Looking for a formula to allocate the balance by person
to the Alloc accts, using up the smallest balance first.
The file starts with the data in column B. First is to allocate the
up to the Account Max until the Alloc Acct bal is exhausted.
Then allocate to the next Alloc acct until that is used
up, and so on.
Master column contains any excess unallocated
amount (Balance - sum(Alloc 1 - 3))
Variables include:
Number of alloc accounts (columns) could be 0 - 100+
Number of persons (rows) 0 - 50,000+
Alloc Acct bal
Acct max.
I'm looking for a formula(s) that will achieve this
allocation.
Then need to add the allocation formula to Macros
to run daily to create the file. There are subsequent
files generated daily of this one file.
Thanks for your help!
Excel 2007
Looking for a formula to allocate the balance by person
to the Alloc accts, using up the smallest balance first.
The file starts with the data in column B. First is to allocate the
up to the Account Max until the Alloc Acct bal is exhausted.
Then allocate to the next Alloc acct until that is used
up, and so on.
Master column contains any excess unallocated
amount (Balance - sum(Alloc 1 - 3))
Variables include:
Number of alloc accounts (columns) could be 0 - 100+
Number of persons (rows) 0 - 50,000+
Alloc Acct bal
Acct max.
I'm looking for a formula(s) that will achieve this
allocation.
Then need to add the allocation formula to Macros
to run daily to create the file. There are subsequent
files generated daily of this one file.
Thanks for your help!
Excel Workbook | |||||||||
---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | |||
1 | Acct max | 300,000.00 | 100,000.00 | 50,000.00 | |||||
2 | Alloc acct bal | 1,000,000.00 | 500,000.00 | 400,000.00 | |||||
3 | Master | Alloc 1 | Alloc 2 | Alloc 3 | |||||
4 | Balance | 2,953,253.01 | 1,000,000.00 | 500,000.00 | 400,000.00 | ||||
5 | |||||||||
6 | person 1 | 1,125,890.00 | 675,890.00 | 300,000.00 | 100,000.00 | 50,000.00 | |||
7 | person 2 | 750,890.00 | 300,890.00 | 300,000.00 | 100,000.00 | 50,000.00 | |||
8 | person 3 | 500,900.00 | 50,900.00 | 300,000.00 | 100,000.00 | 50,000.00 | |||
9 | person 4 | 250,340.00 | 340.00 | 100,000.00 | 100,000.00 | 50,000.00 | |||
10 | person 5 | 125,040.00 | 0.00 | 0.00 | 75,040.00 | 50,000.00 | |||
11 | person 6 | 75,009.00 | 49.00 | 0.00 | 24,960.00 | 50,000.00 | |||
12 | person 7 | 62,094.00 | 12,094.00 | 0.00 | 0.00 | 50,000.00 | |||
13 | person 8 | 48,080.00 | 0.00 | 0.00 | 0.00 | 48,080.00 | |||
14 | person 9 | 15,010.00 | 13,090.00 | 0.00 | 0.00 | 1,920.00 | |||
15 | person 10 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 | |||
Sheet1 |