How do I create groups based on the sum of values? - excel

Question

I haven't been able to find anything like this and maybe I'm looking in the wrong place because I have very limited knowledge in programming so any help would be appreciated.
If there is a way to do this in Microsoft Excel without code that would be preferable, but if code is necessary then please help me by telling me the code is or how I can write it myself.
I need to be able to make separate groups of rows based on the sum of the values in a single column. This can be done either by inserting a "Total" row after a set summation value is reached or by color coding each group that reaches this summation value.
So, the order I see that this needs to happen is:
In one column, of a multi column table, sum the rows in order (if possible, starting on a row of my choosing)
Once the sum has reached a certain value, but doesn't exceed that value, those rows are grouped together
This occurs down the entire length of the table, creating separate groups based on the sum of the rows being as close to the set value as possible
For example:
Starting with this data:
Cust. │Qty.│ Type
A │2│ L
B │4│ XL
C │4│ M
D │9│ S
E │1│ L
F │9│ M
G │10│ L
H │1│ L
I │1│ XL
J │5│ L
K │1│ M
L │5│ S
M │4│ S
N │2│ S
The quantities are summed and checked against the value 10 and then grouped accordingly:
Cust. Qty. Type
A │2│ L
B │4│ XL
C │4│ M
│**Total: 10**│
D │9│ S
E │1│ L
│**Total: 10**│
F │9│ M
│**Total: 9**│
G │10│ L
│**Total: 10**│
H │1│ L
I │1│ XL
J │5│ L
K │1│ M
│**Total: 8**│
L │5│ S
M │4│ S
│**Total: 9**│
N │2│ S
... etc.
Or by color coding the different groups:
Color Coded Groups
The data table is constantly changing, with old rows being removed, and new ones added. The table is static once the information is pulled, so I would need to be able to apply this easily every time I pull updated data.
Also, if possible, the algorithm needs to be dynamic enough so if I insert, remove, or rearrange the rows that the groups are automatically updated.
Any help, suggestions, or comments would be greatly appreciated. Doing this manually is very time consuming and cumbersome due to the large amount of data that needs to be sorted.
Thank you in advance for the help.

Answer 1

One solution using only excel is this:
1) Add three additional columns to the table: "Total", "Starts Group", and "Group Number". So the table has 5 columns:
Customer Quantity Type Total Starts Group Group Number
2) Add one empty row between the headers and the data rows - this will make crafting and maintaining the formulas easier.
3) On the third row, which would be the first row with actual data (A | 2 | L), put the following formulas for the three new columns:
"Total" -> =IF(SUM(B3+D2)>10,B3,SUM(B3+D2))
"Starts Group" -> =IF(SUM(B3+D2)>10,TRUE,FALSE)
"Group Number" -> =IF(E3,F2+1,F2)
4) The "Group Number" column contains the information that you want. You can color code the rows using that value. Also, the table should be completely dynamic - you can add/remove rows as you wish and it will get recomputed.
So your specific example would look like this:
OrderID Contract Price BuySell OrderType Quantity
1 ZS 10914 Buy 6
2 ZS 10916 Buy 4
3 ZL 3188 Sell 9
4 ZM 3981 Sell 9
5 ZM 3985 Sell 2
6 ZS 10914 Buy 10
7 ZL 3186 Sell 9
8 ZM 3982 Sell 11
9 ZS 10910 Buy 2
10 ZS 10911 Buy 4
11 ZS 10913 Buy 2
12 ZS 10914 Buy 4
13 ZL 3184 Sell 9
14 ZM 3983 Sell 11
15 ZS 10926 Buy 10
16 ZL 3184 Sell 9
17 ZM 3983 Sell 11
18 ZS 10926 Buy 10
19 ZL 3184 Sell 9
20 ZM 3983 Sell 11