Evenly assign workload to available employees following priority

Thomasray123

New Member
Joined
Apr 30, 2019
Messages
3
[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]
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[FONT=&quot]I’ve attached a dumbed down version of my spreadsheet without sensitive information. [/FONT]
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[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]
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[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:
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[FONT=&quot]http://s000.tinyupload.com/index.php?file_id=00162126403251717312

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[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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Excel Facts

What does custom number format of ;;; mean?
Three semi-colons will hide the value in the cell. Although most people use white font instead.
Cross posted https://chandoo.org/forum/threads/evenly-assign-items-to-available-employees.42159/#post-251330

While we do not prohibit Cross-Posting on this site, we do ask that you please mention you are doing so and provide links in each of the threads pointing to the other thread (see rule 13 here along with the explanation: Forum Rules).
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