Sub No1_SelectDataForDedupe()
'
' No1_SelectDataForDedupe Macro
'
'
Sheets("Data").Select
Columns("A:I").Select
Selection.AutoFilter
ActiveSheet.Range("$A$1:$I$3500").AutoFilter Field:=1, Criteria1:=Array( _
"Adviser", "Total - Adviser", "Total - Company", "="), Operator:=xlFilterValues
End Sub
Sub No2_DedupeData()
'
' No2_DedupeData Macro
'
'
Sheets("Data").Select
Rows("2:3500").Select
Selection.Delete Shift:=xlUp
End Sub
Sub No3_ShowAllData()
'
' No3_ShowAllData Macro
'
'
Sheets("Data").Select
ActiveSheet.Range("$A$1:$I$3500").AutoFilter Field:=1
End Sub
Sub No4_AddFormulaAndDuplicate()
'
' No4_AddFormulaAndDuplicate Macro
'
'
Range("I2").Select
ActiveCell.FormulaR1C1 = _
"=IF(RC[-5]=""ISA"",IF(COUNTIFS(R2C2:R3500C2,RC[-7],R2C4:R3500C4,""GIA"",R2C5:R3500C5,RC[-4])>0,""---"",SUMIFS(R2C8:R3500C8,R2C2:R3500C2,RC[-7],R2C4:R3500C4,RC[-5],R2C5:R3500C5,RC[-4])),IF(RC[-5]=""GIA"",IF(COUNTIFS(R2C2:R3500C2,RC[-7],R2C4:R3500C4,""ISA"",R2C5:R3500C5,RC[-4])>0,SUMIFS(R2C8:R3500C8,R2C2:R3500C2,RC[-7],R2C4:R3500C4,RC[-5],R2C5:R3500C5,RC[-4])+SUMIFS(R2C8:R3500C8,R2C2:R3500C2,RC[-7],R2C4:R3500C4,""Elevate ISA"",R2C5:R3500C5,RC[-4]),SUMIFS(R2C8:R3500C8,R2C2:R3500C2,RC[-7],R2C4:R3500C4,RC[-5],R2C5:R3500C5,RC[-4])),SUMIFS(R2C8:R3500C8,R2C2:R3500C2,RC[-7],R2C4:R3500C4,RC[-5],R2C5:R3500C5,RC[-4])))"
Range("I2").Select
Selection.AutoFill Destination:=Range("I2:I3500")
Range("I2:I3500").Select
End Sub
Sub No5_PasteValuesAndRemoveDuplicates()
'
' No5_PasteValuesAndRemoveDuplicates Macro
'
'
Columns("I:I").Select
Selection.Copy
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Application.CutCopyMode = False
Columns("A:I").Select
Range("I1").Activate
ActiveSheet.Range("$A$1:$I$3500").RemoveDuplicates Columns:=Array(2, 4, 5), _
Header:=xlYes
Columns("I:I").Select
Selection.Copy
Columns("H:H").Select
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Columns("I:I").Select
Selection.EntireColumn.Hidden = True
End Sub
Sub No6_DeleteNullValues()
'
' No6_DeleteNullValues Macro
'
'
ActiveSheet.Range("$A$1:$I$3500").AutoFilter Field:=8, Criteria1:="---"
Rows("2:3500").Select
Application.CutCopyMode = False
Selection.ClearContents
Selection.Delete Shift:=xlUp
ActiveSheet.Range("$A$1:$I$3500").AutoFilter Field:=8
Range("A1").Select
End Sub
Sub No7_MoveDataToAnalysis()
'
' No7_MoveDataToAnalysis Macro
'
Sheets("Data").Range("B1:B3500").Copy
Sheets("Analysis").Range("A2").PasteSpecial Paste:=xlPasteValues
'
End Sub
Sub No8_RemoveDuplicates()
'
' No8_RemoveDuplicates Macro
'
'
Sheets("Analysis").Select
Columns("A:A").Select
ActiveSheet.Range("$A:$A").RemoveDuplicates Columns:=1, Header:=xlNo
End Sub
Sub No9_CopyFormulasDown()
'
' No9_CopyFormulasDown Macro
'
'
Sheets("Analysis").Select
Range("B3:V3").Select
Application.CutCopyMode = False
Selection.Copy
Range(Selection, Selection.End(xlDown)).Select
Range(Selection, Selection.End(xlUp)).Select
Range("B3:V3").Select
Application.CutCopyMode = False
Range("B3:V3").Select
Selection.Copy
Range("B3:V3500").Select
Selection.PasteSpecial Paste:=xlPasteFormulas, Operation:=xlNone, _
SkipBlanks:=False, Transpose:=False
Range("J24").Select
End Sub
Sub No10_PasteValues()
'
' No10_PasteValues Macro
'
'
Sheets("Analysis").Select
Cells.Select
Application.CutCopyMode = False
Selection.Copy
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Application.CutCopyMode = False
End Sub
Sub No11_SortAndRemoveNA()
'
' No11_SortAndRemoveNA Macro
'
'
Range("B2").Select
ActiveSheet.Range("$A$2:$V$3500").AutoFilter Field:=2, Criteria1:="#N/A"
Rows("3:3500").Select
Range(Selection, Selection.End(xlDown)).Select
Selection.ClearContents
Selection.Delete Shift:=xlUp
ActiveSheet.Range("$A$2:$V$180").AutoFilter Field:=2
ActiveWorkbook.Worksheets("Analysis").AutoFilter.Sort.SortFields.Clear
ActiveWorkbook.Worksheets("Analysis").AutoFilter.Sort.SortFields.Add Key:= _
Range("B2:B3500"), SortOn:=xlSortOnValues, Order:=xlAscending, DataOption _
:=xlSortNormal
With ActiveWorkbook.Worksheets("Analysis").AutoFilter.Sort
.Header = xlYes
.MatchCase = False
.Orientation = xlTopToBottom
.SortMethod = xlPinYin
.Apply
End With
End Sub
Sub Home()
'
' Home Macro
'
'
Sheets("Home").Select
Range("A1").Select
End Sub
Sub RunCollation()
'
' RunCollation Macro
'
'
Application.Run ("No1_SelectDataForDedupe")
Application.Run ("No2_dedupedata")
Application.Run ("No3_ShowAllData")
Application.Run ("No4_AddFormulaAndDuplicate")
Application.Run ("No5_PasteValuesAndRemoveDuplicates")
Application.Run ("No6_DeleteNullValues")
Application.Run ("No7_MoveDataToAnalysis")
Application.Run ("No8_RemoveDuplicates")
Application.Run ("No8_AddFormulaToAnalysis")
Application.Run ("No9_CopyFormulasDown")
Application.Run ("No10_PasteValues")
Application.Run ("No11_SortAndRemoveNA")
Application.Run ("Last_AdviserName")
Application.Run ("Home")
End Sub
Sub No8_AddFormulaToAnalysis()
'
' No8_AddFormulaToAnalysis Macro
'
'
Range("C3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C3)>0,SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C3),"""")"
Range("D3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C3)>0,SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C3),"""")"
Range("E3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C3)>0,SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C3),"""")"
Range("F3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C3)>0,SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C3),"""")"
Range("G3").Select
ActiveCell.FormulaR1C1 = "=IF(SUM(RC[-4]:RC[-1])>0,SUM(RC[-4]:RC[-1]),"""")"
Range("H3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C8)>0,SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C8),"""")"
Range("I3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C8)>0,SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C8),"""")"
Range("J3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C8)>0,SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C8),"""")"
Range("K3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C8)>0,SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C8),"""")"
Range("L3").Select
ActiveCell.FormulaR1C1 = "=IF(SUM(RC[-4]:RC[-1])>0,SUM(RC[-4]:RC[-1]),"""")"
Range("M3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C13)>0,SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C13),"""")"
Range("N3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C13)>0,SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C13),"""")"
Range("O3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C13)>0,SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C13),"""")"
Range("P3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C13)>0,SUMIFS(Data!R2C8:R3500C8,Data!R2C2:R3500C2,Analysis!RC1,Data!R2C4:R3500C4,Analysis!R2C,Data!R2C5:R3500C5,Analysis!R1C13),"""")"
Range("Q3").Select
ActiveCell.FormulaR1C1 = "=IF(SUM(RC[-4]:RC[-1])>0,SUM(RC[-4]:RC[-1]),"""")"
Range("R3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUM(RC[-15],RC[-10],RC[-5])>0,SUM(RC[-15],RC[-10],RC[-5]),"""")"
Range("S3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUM(RC[-15],RC[-10],RC[-5])>0,SUM(RC[-15],RC[-10],RC[-5]),"""")"
Range("T3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUM(RC[-15],RC[-10],RC[-5])>0,SUM(RC[-15],RC[-10],RC[-5]),"""")"
Range("U3").Select
ActiveCell.FormulaR1C1 = _
"=IF(SUM(RC[-15],RC[-10],RC[-5])>0,SUM(RC[-15],RC[-10],RC[-5]),"""")"
Range("V3").Select
ActiveCell.FormulaR1C1 = "=IF(SUM(RC[-4]:RC[-1])>0,SUM(RC[-4]:RC[-1]),"""")"
Range("W3").Select
End Sub
Sub Last_AdviserName()
'
' Last_AdviserName Macro
'
'
Sheets("Data").Select
Columns("A:A").Select
Selection.Copy
Columns("J:J").Select
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Columns("J:J").Select
Selection.EntireColumn.Hidden = True
Sheets("Analysis").Select
Range("B3").Select
ActiveCell.FormulaR1C1 = _
"=IF(ISNA(VLOOKUP(RC[-1],Data!R2C2:R3500C10,9,0)),"""",VLOOKUP(RC[-1],Data!R2C2:R3500C10,9,0))"
Range("B3").Select
Selection.AutoFill Destination:=Range("B3:B3500")
Columns("B:B").Select
Selection.Copy
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Range("A1").Select
End Sub