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Create Macro to Sort At Varying Levels

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newsqluser02

Technical User
Mar 5, 2010
2
US
I am using to Excel to analysis data from SQL Server because Excel is more powerful and easier to use. I am looking to make my work more efficient.

Currently I am taking my data which has the following fields :


Code:
company_code, deal_id, sex_code, unisex, issue_age, level_term_period, underwriting_class, rider_code, table_rating, policy_year, band, face_amount, premium_rate, calculated_premium_rate, premium_rate_variance

I am trying to see if any patterns revolved around the premium_rate_variance field which can be 'Y' or 'N'. Right now I'm sorting it manually by each variable, then if nothing shows up, break my sort down further.

So I will look if said company_code has more premium_rate_variance equal to 'Y' than 'N'. If that's not the case, see if company_code and deal_id has more. And so on.

I am not sure how to go about automating this process, and if it will be a macro or if it can be done using formulas. I look forward to any help or anyone to point me in the right direction. Thanks,

Scott
 



Hi,

Excel has a variety of tools that can be used for analysis. You really ought to start with these native features and get whatever help in forum68.

These feature include, but are not limited to:
[tt]
Filters
Sort
Subtotal
PivotTable & Pivot Chart
Chart
MS Query
Aggregating functions
[/tt]

Once you know what tools to use and how to employ them in your task, then you can begin to think about automation to simplify the analysis task. At that point, use your macro recorder to record each step in the process. If you have some recorded code and need help customizing, post back with your code for help in this forum.

Skip,

[glasses]Just traded in my old subtlety...
for a NUANCE![tongue]
 
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