Looking for a Formula / VBA that adds and transposes project cost and phase items

kabutocat

New Member
Joined
Nov 30, 2022
Messages
7
Office Version
  1. 365
Platform
  1. Windows
  2. Mobile
So I have a table that has the following
PhaseCodeDescriptionCost
Preliminary Phase
A1Liaison$ 3,000.00
A2Project Meeting$ 2,000.00
B1Financial Modelling$ 1,000.00
C1Project Management$ 1,000.00
Main Phase
A1Liaison$ 5,000.00
A2Project Meeting$ 4,000.00
B1Financial Modelling$ 2,000.00
C1Project Management$ 3,000.00
End Phase
etc

I'm looking for a formula or VBA that would output the following
CodeDescriptionPreliminary PhaseMain PhaseEnd Phase
A1Liaison$ 3000.00$ 5000.00etc.
A2Project Meetingetcetc
B1Financial Modelling
C1Project Management

It would be preferred if the formula / vba can be flexible with additional items and phases.
Thank you.
 

Excel Facts

Best way to learn Power Query?
Read M is for (Data) Monkey book by Ken Puls and Miguel Escobar. It is the complete guide to Power Query.
Power Query Solution

Power Query:
let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    #"Filled Down" = Table.FillDown(Source,{"Phase"}),
    #"Filtered Rows" = Table.SelectRows(#"Filled Down", each ([Code] <> null)),
    #"Changed Type" = Table.TransformColumnTypes(#"Filtered Rows",{{"Phase", type text}, {"Code", type text}, {"Description", type text}, {"Cost", Int64.Type}}),
    #"Pivoted Column" = Table.Pivot(#"Changed Type", List.Distinct(#"Changed Type"[Phase]), "Phase", "Cost")
in
    #"Pivoted Column"

Book8
ABCDEFGHI
1PhaseCodeDescriptionCostCodeDescriptionPreliminary PhaseMain Phase
2Preliminary PhaseA1Liaison30005000
3A1Liaison$3,000.00A2Project Meeting20004000
4A2Project Meeting$2,000.00B1Financial Modelling10002000
5B1Financial Modelling$1,000.00C1Project Management10003000
6C1Project Management$1,000.00
7Main Phase
8A1Liaison$5,000.00
9A2Project Meeting$4,000.00
10B1Financial Modelling$2,000.00
11C1Project Management$3,000.00
Sheet1
 
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