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Solver for Resource Allocation

  1. #1
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    Solver for Resource Allocation

    Looking For a Solver to accomplish the undermentioned challenge.

    A set of X individuals categorized into various grades (G1, G2, G3 etc.) and types (T1, T2, T3 etc.) are required to be distributed into Y number of sets such that each set contains an equal distribution of Grades and Types. Providing an option to prefer distribution either by Grade or by Trade would be a bonus.
    For e.g. 10 individuals distributed into 4 sets

    G1-T1
    G1-T1
    G1-T2
    G1-T3
    G2-T1
    G2-T2
    G2-T3
    G3-T1
    G3-T2
    G3-T4

    Set 1: G1-T1, G2-T1, G3-T3
    Set 2: G1-T1, G2-T2, G3-T4
    Set 3: G1-T2, G2-T3
    Set 4: G1-T3, G3-T1

    Cross posted here: https://forums.excelguru.ca/threads/...ocation.11642/
    Last edited by hiwire03; 11-15-2022 at 10:24 PM.

  2. #2
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    Re: Solver for Resource Allocation

    As to producing the four sets displayed in post #1:
    1. List the source data in cells A1:A10
    2. Populate cells B1:B10 using: =MOD(ROWS(B$1:B1)-1,COUNT(D$1:D$10))+1
    3. Number the sets in column D
    4. Populate E1:G10 using: =IF($D1="","",IFERROR(INDEX($A$1:$A$10,AGGREGATE(15,6,ROW($A$1:$A$10)/($B$1:$B$10=$D1),COLUMNS($E1:E1))),""))
    Let us know if you have any questions.
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    Re: Solver for Resource Allocation

    Thanks a lot, appreciate your prompt response. The workbook precisely does what I showed as an example, however when I create it in a new sheet, it does not behave as intended.
    Appreciate if you could broadly explain the logic of the approach.

    Also a couple of queries

    (a) How does column D get the prefix 'set' when the formula bar only displays the number?
    (b) Is it possible to transpose the result such that 'set' are displayed as column heading and the individuals are displayed in the rows?

    Thanks in advance

  4. #4
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    Re: Solver for Resource Allocation

    Column D gets the prefix set by using custom formatting (Ctrl + 1): "set" 0
    To use the sets as column headings with the individuals below use: =IF(I$1="","",IFERROR(INDEX($A$1:$A$10,AGGREGATE(15,6,ROW($A$1:$A$10)/($B$1:$B$10=I$1),ROWS(I$1:I1))),""))
    Let us know if you have any questions.
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    Re: Solver for Resource Allocation

    Thanks a lot, this works well. Just to add to the complexity would it be possible to add the constrain of assigning a particular individual of a specific Grade-Type to a particular 'Set'. That way I could pre-assign certain individuals to specified set and reconfigure the balance. Is there a way to include criteria for distribution amongst the sets that I maintain in a separate column, such as the duration an individual has spent in the present grade?
    Last edited by hiwire03; 11-14-2022 at 01:31 PM.

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    Re: Solver for Resource Allocation

    I feel that we are going to need examples of the source data and manually shown expected results in order for us to attempt to help.
    Please utilize the information in the "HOW TO ATTACH YOUR SAMPLE WORKBOOK" banner at the top of the page to attach a sample workbook to your next post.
    Let us know if you have any questions.

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    Re: Solver for Resource Allocation

    Please find attached the workbook with the sample data.
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    Last edited by hiwire03; 11-14-2022 at 09:29 PM.

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    Re: Solver for Resource Allocation

    Administrative Note:

    Welcome to the forum.

    We would very much like to help you with your query, however it has been brought to our attention that the same query has been posted on one or more other forums and you have not told us about this. You are required to do so.

    Please see Forum Rule #3 about cross-posting and adjust accordingly. Read this to understand why we (and other sites like us) consider this to be important: https://excelguru.ca/a-message-to-forum-cross-posters/

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    Re: Solver for Resource Allocation

    Quote Originally Posted by alansidman View Post
    Administrative Note:

    Welcome to the forum.

    We would very much like to help you with your query, however it has been brought to our attention that the same query has been posted on one or more other forums and you have not told us about this. You are required to do so.

    Please see Forum Rule #3 about cross-posting and adjust accordingly. Read this to understand why we (and other sites like us) consider this to be important: https://excelguru.ca/a-message-to-forum-cross-posters/

    (Note: this requirement is not optional. No help to be offered until you provide a link or, for members with fewer than 10 posts, a comment telling us where else you have posted this query.)
    Have edited the initial post to include the cross post link.

  10. #10
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    Re: Solver for Resource Allocation

    The formulas used in posts #2 and #4 produce the desired results shown in the file in post #7.
    Note that a column J has been added to concatenate columns E:F using: =E6&"-"&F6
    Note that this does not take duration into account, however I am not sure how that could be done.
    Let us know if you have any questions.
    Attached Files Attached Files

  11. #11
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    Re: Solver for Resource Allocation

    Thanks for the current solution. As far as the additional requirements are concerned, maybe I should restructure my requirement to identify the criteria as constraints and use the excel solver.

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