update,

jimmycheung93/task4/1/APAnalysis.bas

@@ -0,0 +1,412 @@
+Attribute VB_Name = "APAnalysis"
+
+Option Explicit
+
+
+Function APAnalysis_Calc(ByVal TablesMeta As Variant) As Variant
+  Dim agent_sales_table As Variant
+  Dim product_sales_meta As Variant
+  Dim product_sales_table As Variant
+  Dim agent_working_performance As Variant
+  Dim i, j, k, m, intMonth, intQuarter As Integer
+  Dim ps As Integer
+
+
+  Dim val_product_sales_date As String
+  Dim sales_name As Variant
+
+  Dim dt As String
+
+  Dim monthly_top_5_comission_details(12, 5, 10) As Double
+  Dim monthly_top_5_comission_value(12, 5) As Double
+  Dim monthly_top_5_comission_name(12, 5) As String
+
+  agent_sales_table = TablesMeta(0)
+  Dim agent_sales_table_rows As Variant
+  agent_sales_table_rows = agent_sales_table(0)
+
+  product_sales_table = TablesMeta(1)
+  Dim product_sales_table_row As Variant
+  product_sales_table_row = product_sales_table(0)
+
+  agent_working_performance = TablesMeta(2)
+
+  Dim val_product_sales_comission As String
+  Dim val_product_sales_selling_price As String
+  Dim val_product_sales_selling_unit As String
+
+  Dim val_agent_sale_commision_pct As String
+  Dim val_agent_sale_agent_name As String
+  Dim val_agent_sale_agent_team As String
+
+  Dim monthly_total(12) As Double
+  Dim monthly_total_TA(12) As Double ' team a
+  Dim monthly_total_TB(12) As Double ' team b
+
+  Dim monthly_commission(12) As Double
+  Dim montyly_commission_TA(12) As Double ' team a
+  Dim montyly_commission_TB(12) As Double ' team b
+
+  Dim quartely_commission_TA(12) As Double ' team a
+  Dim quartely_commission_TB(12) As Double ' team b
+
+
+  For j = 1 To 12
+    monthly_total(j) = 0
+    monthly_total_TA(j) = 0
+    monthly_total_TB(j) = 0
+  Next j
+
+  For ps = 1 To product_sales_table(1)
+    val_product_sales_date = product_sales_table_row(ps, 2)
+
+    dt = DateValue(val_product_sales_date)
+    intMonth = month(dt)
+    intQuarter = Int((intMonth - 1) / 3) + 1
+
+    val_product_sales_selling_unit = product_sales_table_row(ps, 4)
+    val_product_sales_selling_price = product_sales_table_row(ps, 5)
+
+    val_agent_sale_agent_name = agent_sales_table_rows(ps, 3)
+    val_agent_sale_agent_team = agent_sales_table_rows(ps, 4)
+    val_agent_sale_commision_pct = agent_sales_table_rows(ps, 6)
+
+    val_product_sales_comission = (val_product_sales_selling_unit * val_product_sales_selling_price) * val_agent_sale_commision_pct
+    product_sales_table_row(ps, 6) = val_product_sales_comission
+
+    Dim temp_key As String
+    temp_key = val_agent_sale_agent_name + "," + CStr(intMonth)
+
+    ' initialize per agent result
+    If (Not (IsEmpty(temp_key)) And Not (monthly_commission_per_agent.exists(temp_key))) Then
+      For j = 1 To 12
+        Var.monthly_commission_per_agent(val_agent_sale_agent_name + "," + CStr(j)) = 0
+
+        Var.monthly_product_sales_selling_unit_per_agent(val_agent_sale_agent_name + "," + CStr(j)) = 0
+        Var.monthly_product_sales_selling_price_per_agent(val_agent_sale_agent_name + "," + CStr(j)) = 0
+        Var.monthly_product_sales_per_agent(val_agent_sale_agent_name + "," + CStr(j)) = 0
+
+      Next j
+    End If
+
+    monthly_total(intMonth) = monthly_total(intMonth) + (val_product_sales_selling_unit * val_product_sales_selling_price)
+
+    monthly_commission_per_agent(temp_key) = monthly_commission_per_agent(temp_key) + val_product_sales_comission
+
+    Var.monthly_product_sales_selling_unit_per_agent(temp_key) = Var.monthly_product_sales_selling_unit_per_agent(temp_key) + val_product_sales_selling_unit
+    Var.monthly_product_sales_selling_price_per_agent(temp_key) = Var.monthly_product_sales_selling_price_per_agent(temp_key) + val_product_sales_selling_price
+    Var.monthly_product_sales_per_agent(temp_key) = Var.monthly_product_sales_per_agent(temp_key) + val_product_sales_selling_price
+
+    monthly_commission(intMonth) = monthly_commission(intMonth) + val_product_sales_comission
+
+    If (val_agent_sale_agent_team = "A") Then
+      montyly_commission_TA(intMonth) = montyly_commission_TA(intMonth) + val_product_sales_comission
+    End If
+    If (val_agent_sale_agent_team = "B") Then
+      montyly_commission_TB(intMonth) = montyly_commission_TB(intMonth) + val_product_sales_comission
+    End If
+
+    If (val_agent_sale_agent_team = "A") Then
+      quartely_commission_TA(intQuarter) = quartely_commission_TA(intQuarter) + val_product_sales_comission
+    End If
+    If (val_agent_sale_agent_team = "B") Then
+      quartely_commission_TB(intQuarter) = quartely_commission_TB(intQuarter) + val_product_sales_comission
+    End If
+
+  Next ps
+
+  For m = 1 To 12
+
+    Dim temp_sort(20) As Double
+    i = 0
+    For Each sales_name In SALES_ARRAY
+      temp_key = sales_name + "," + CStr(m)
+      temp_sort(i) = monthly_commission_per_agent(temp_key)
+      i = i + 1
+    Next sales_name
+
+
+    sort_result = SortArray(temp_sort)
+
+    monthly_top_5_comission_value(m, 0) = sort_result(0)
+    monthly_top_5_comission_value(m, 1) = sort_result(1)
+    monthly_top_5_comission_value(m, 2) = sort_result(2)
+    monthly_top_5_comission_value(m, 3) = sort_result(3)
+    monthly_top_5_comission_value(m, 4) = sort_result(4)
+
+    For Each sales_name In SALES_ARRAY
+      temp_key = sales_name + "," + CStr(m)
+      If (monthly_top_5_comission_value(m, 0) = monthly_commission_per_agent(temp_key)) Then
+        monthly_top_5_comission_name(m, 0) = sales_name
+      End If
+
+      If (monthly_top_5_comission_value(m, 1) = monthly_commission_per_agent(temp_key)) Then
+        monthly_top_5_comission_name(m, 1) = sales_name
+      End If
+
+      If (monthly_top_5_comission_value(m, 2) = monthly_commission_per_agent(temp_key)) Then
+        monthly_top_5_comission_name(m, 2) = sales_name
+      End If
+
+      If (monthly_top_5_comission_value(m, 3) = monthly_commission_per_agent(temp_key)) Then
+        monthly_top_5_comission_name(m, 3) = sales_name
+      End If
+
+      If (monthly_top_5_comission_value(m, 4) = monthly_commission_per_agent(temp_key)) Then
+        monthly_top_5_comission_name(m, 4) = sales_name
+      End If
+
+    Next sales_name
+  Next m
+
+
+
+  APAnalysis_Calc = Array( _
+    monthly_commission_per_agent, _
+    monthly_commission, _
+    montyly_commission_TA, _
+    montyly_commission_TB, _
+    quartely_commission_TA, _
+    quartely_commission_TB, _
+    monthly_top_5_comission_name, _
+    monthly_top_5_comission_value, _
+    monthly_total, _
+    monthly_total_TA, _
+    monthly_total_TB)
+
+  Debug.Print "calc done"
+End Function
+
+Function APAnalysis_WriteTable(ByVal calc_result As Variant, ByVal file_path As String, ByRef wb As Workbook)
+
+  Dim monthly_commission As Variant
+  Dim montyly_commission_TA As Variant ' team a
+  Dim montyly_commission_TB As Variant ' team b
+  Dim quartely_commission_TA As Variant ' team a
+  Dim quartely_commission_TB As Variant ' team b
+
+  Dim monthly_top_5_comission_name As Variant
+  Dim monthly_top_5_comission_value As Variant
+
+  Dim range_need_merge, ranges_need_merge As Variant
+  Dim ranges_need_paint As Variant
+
+  Dim i, j, k, m, r, intMonth, intQuarter As Integer
+  Dim sale_name_comma_month As String
+
+  monthly_commission = calc_result(1)
+  montyly_commission_TA = calc_result(2) ' team a
+  montyly_commission_TB = calc_result(3) ' team b
+  quartely_commission_TA = calc_result(4) ' team a
+  quartely_commission_TB = calc_result(5) ' team b
+  monthly_top_5_comission_name = calc_result(6)
+  monthly_top_5_comission_value = calc_result(7)
+
+  Const TOP_ROW As Long = 1
+  Const START_CELL As String = "A2"
+  Dim ws As Worksheet
+  Dim startCell As Range
+  Dim tempArray() As Variant
+
+  ' Check if the sheet exists
+  On Error Resume Next
+  Set ws = wb.Sheets("Agent performance analysis")
+  On Error GoTo 0
+
+  ' If not found, create a new sheet
+  If ws Is Nothing Then
+    Set ws = wb.Sheets.Add(After:=wb.Sheets(wb.Sheets.Count))
+    ws.Name = "Agent performance analysis"
+  Else
+    ' Empty the entire sheet
+    ws.UsedRange.ClearContents
+  End If
+
+  ' Write month names
+  Set startCell = ws.Range("B1")
+
+  tempArray = Array("January", "Feburary", "March", "April", "May", "June", "July", "Augest", "September", "October", "November", "December")
+  For i = LBound(tempArray) To UBound(tempArray)
+    startCell.Offset(0, i).Value = tempArray(i)
+  Next i
+
+  ' Write month names
+  Set startCell = ws.Range("A2")
+
+  For i = LBound(SALES_ARRAY) To UBound(SALES_ARRAY)
+    startCell.Offset(i, 0).Value = SALES_ARRAY(i)
+  Next i
+
+  ' Write month names
+  Set startCell = ws.Range("A14")
+  tempArray = Array("Total", "", "Team A total", "Team B Total", "Team A Quartely", "Team B Quartely")
+  For i = LBound(tempArray) To UBound(tempArray)
+    startCell.Offset(i, 0).Value = tempArray(i)
+  Next i
+
+  Set startCell = ws.Range("B2")
+
+
+  For m = 1 To 12
+    For i = LBound(SALES_ARRAY) To UBound(SALES_ARRAY)
+      Dim sales_name As String
+      sale_name_comma_month = SALES_ARRAY(i) + "," + CStr(m)
+
+      startCell.Offset(i, m - 1).Value = monthly_commission_per_agent(sale_name_comma_month)
+
+    Next i
+  Next m
+
+  ' Write month names
+  Set startCell = ws.Range("B14")
+  tempArray = Array("Total", "", "Team A total", "Team B Total", "Team A Quartely", "Team B Quartely")
+  ' For i = LBound(tempArray) To UBound(tempArray)
+  '     startCell.Offset(i, 0).Value = tempArray(i)
+  ' Next i
+  For m = 1 To 12
+    intQuarter = Common.GetQuarterFromMonth(m)
+
+    startCell.Offset(0, m - 1).Value = monthly_commission(m)
+    startCell.Offset(2, m - 1).Value = montyly_commission_TA(m)
+    startCell.Offset(3, m - 1).Value = montyly_commission_TB(m)
+
+    startCell.Offset(4, m - 1).Value = quartely_commission_TA(intQuarter)
+    startCell.Offset(5, m - 1).Value = quartely_commission_TB(intQuarter)
+  Next m
+
+  ' styling
+  For i = 0 To 100
+    ws.Range("A1").Offset(0, i).EntireColumn.AutoFit
+  Next i
+
+  For i = 1 To 14
+    Range("A1").Offset(0, i).EntireColumn.ColumnWidth = 15
+  Next i
+
+
+  ranges_need_merge = Array("B18:D18", "E18:G18", "H18:J18", "K18:M18", "B19:D19", "E19:G19", "H19:J19", "K19:M19")
+  For r = LBound(ranges_need_merge) To UBound(ranges_need_merge)
+    range_need_merge = ranges_need_merge(r)
+    With Range(range_need_merge)
+      .Merge
+      .VerticalAlignment = xlVAlignCenter
+      .HorizontalAlignment = xlHAlignCenter
+    End With
+  Next r
+
+  ranges_need_paint = Array("B1:M1")
+  For r = LBound(ranges_need_paint) To UBound(ranges_need_paint)
+    range_need_merge = ranges_need_paint(r)
+    With Range(range_need_merge)
+      .Interior.Color = RGB(217, 210, 233)
+    End With
+  Next r
+
+  ranges_need_paint = Array("A2:A11", "A14")
+  For r = LBound(ranges_need_paint) To UBound(ranges_need_paint)
+    range_need_merge = ranges_need_paint(r)
+    With Range(range_need_merge)
+      .Interior.Color = RGB(180, 167, 214)
+    End With
+  Next r
+
+  ranges_need_paint = Array("A16:A19")
+  For r = LBound(ranges_need_paint) To UBound(ranges_need_paint)
+    range_need_merge = ranges_need_paint(r)
+    With Range(range_need_merge)
+      .Interior.Color = RGB(142, 124, 195)
+    End With
+  Next r
+
+  ' Rank for each month
+  Set startCell = ws.Range("A21")
+  startCell.Value = "Rank for each month"
+
+  tempArray = Array("January", "Feburary", "March", "April", "May", "June")
+  For i = 0 To 5
+    startCell.Offset(1, (i * 2) + 1).Value = tempArray(i)
+  Next i
+  For i = 1 To 5
+    startCell.Offset(i + 1, 0).Value = i
+  Next i
+
+  tempArray = Array("July", "Augest", "September", "October", "November", "December")
+  For i = 0 To 5
+    startCell.Offset(8, (i * 2) + 1).Value = tempArray(i)
+  Next i
+  For i = 1 To 5
+    startCell.Offset(i + 8, 0).Value = i
+  Next i
+
+  For m = 1 To 6
+    i = m - 1
+    startCell.Offset(2, (i * 2) + 1).Value = monthly_top_5_comission_name(m, 0)
+    startCell.Offset(3, (i * 2) + 1).Value = monthly_top_5_comission_name(m, 1)
+    startCell.Offset(4, (i * 2) + 1).Value = monthly_top_5_comission_name(m, 2)
+    startCell.Offset(5, (i * 2) + 1).Value = monthly_top_5_comission_name(m, 3)
+    startCell.Offset(6, (i * 2) + 1).Value = monthly_top_5_comission_name(m, 4)
+
+    startCell.Offset(2, (i * 2) + 2).Value = monthly_top_5_comission_value(m, 0)
+    startCell.Offset(3, (i * 2) + 2).Value = monthly_top_5_comission_value(m, 1)
+    startCell.Offset(4, (i * 2) + 2).Value = monthly_top_5_comission_value(m, 2)
+    startCell.Offset(5, (i * 2) + 2).Value = monthly_top_5_comission_value(m, 3)
+    startCell.Offset(6, (i * 2) + 2).Value = monthly_top_5_comission_value(m, 4)
+  Next m
+
+
+  For m = 7 To 12
+    i = m - 7
+    startCell.Offset(9, (i * 2) + 1).Value = monthly_top_5_comission_name(m, 0)
+    startCell.Offset(10, (i * 2) + 1).Value = monthly_top_5_comission_name(m, 1)
+    startCell.Offset(11, (i * 2) + 1).Value = monthly_top_5_comission_name(m, 2)
+    startCell.Offset(12, (i * 2) + 1).Value = monthly_top_5_comission_name(m, 3)
+    startCell.Offset(13, (i * 2) + 1).Value = monthly_top_5_comission_name(m, 4)
+
+    startCell.Offset(9, (i * 2) + 2).Value = monthly_top_5_comission_value(m, 0)
+    startCell.Offset(10, (i * 2) + 2).Value = monthly_top_5_comission_value(m, 1)
+    startCell.Offset(11, (i * 2) + 2).Value = monthly_top_5_comission_value(m, 2)
+    startCell.Offset(12, (i * 2) + 2).Value = monthly_top_5_comission_value(m, 3)
+    startCell.Offset(13, (i * 2) + 2).Value = monthly_top_5_comission_value(m, 4)
+  Next m
+
+
+  ' styling
+  For i = 0 To 100
+    ws.Range("A1").Offset(0, i).EntireColumn.AutoFit
+  Next i
+
+  For i = 1 To 14
+    Range("A1").Offset(0, i).EntireColumn.ColumnWidth = 15
+  Next i
+
+  ranges_need_merge = Array("B22:C22", "D22:E22", "F22:G22", "H22:I22", "J22:k22", "L22:M22", "B29:C29", "D29:E29", "F29:G29", "H29:I29", "J29:k29", "L29:M29")
+  For r = LBound(ranges_need_merge) To UBound(ranges_need_merge)
+    range_need_merge = ranges_need_merge(r)
+    With Range(range_need_merge)
+      .Merge
+      .VerticalAlignment = xlVAlignCenter
+      .HorizontalAlignment = xlHAlignCenter
+    End With
+  Next r
+
+  ranges_need_paint = Array("B22:C22", "D22:E22", "F22:G22", "H22:I22", "J22:k22", "L22:M22", "B29:C29", "D29:E29", "F29:G29", "H29:I29", "J29:k29", "L29:M29")
+  For r = LBound(ranges_need_paint) To UBound(ranges_need_paint)
+    range_need_merge = ranges_need_paint(r)
+    With Range(range_need_merge)
+      .Interior.Color = RGB(234, 209, 220)
+    End With
+  Next r
+
+  ranges_need_paint = Array("A21", "A23", "A25", "A27", "A30", "A32", "A34")
+  For r = LBound(ranges_need_paint) To UBound(ranges_need_paint)
+    range_need_merge = ranges_need_paint(r)
+    With Range(range_need_merge)
+      .Interior.Color = RGB(234, 209, 220)
+    End With
+  Next r
+
+
+  ' Save and close the workbook
+  ' wb.Close SaveChanges:=True
+End Function
+

jimmycheung93/task4/1/APAnalysisGraph.bas

@@ -0,0 +1,237 @@
+Attribute VB_Name = "APAnalysisGraph"
+
+
+Function TeamATotalSalesCommisionPerformanceTable(ByVal calc_result As Variant, ByVal file_path As String)
+  Dim wb As Workbook
+  Dim ws As Worksheet
+  Dim startCell As Range
+
+  Dim monthly_commission As Variant
+  Dim montyly_commission_TA As Variant ' team a
+
+  monthly_commission = calc_result(1)
+  montyly_commission_TA = calc_result(2) ' team a
+
+  Dim monthNames() As Variant
+  monthNames = Array("Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec")
+
+  ' Open the workbook
+  Set wb = Workbooks.Open(file_path)
+  Set ws = wb.Sheets("Agent performance analysis")
+
+  ' Write headers
+  Set startCell = ws.Range("A1")
+  startCell.Value = "Team A Total Sales Commision Performance"
+  startCell.Offset(1, 0).Value = "Month"
+  startCell.Offset(1, 1).Value = "Amount"
+
+  Set startCell = ws.Range("A3")
+  For m = LBound(monthNames) To UBound(monthNames)
+    startCell.Offset(m, 0).Value = monthNames(m)
+    startCell.Offset(m, 1).Value = montyly_commission_TA(m + 1)
+  Next m
+
+  ' Save and close the workbook
+  ' wb.Close SaveChanges:=True
+End Function
+
+Function TeamBTotalSalesCommisionPerformanceTable(ByVal calc_result As Variant, ByVal file_path As String)
+  Dim wb As Workbook
+  Dim ws As Worksheet
+  Dim startCell As Range
+
+  Dim monthly_commission As Variant
+  Dim montyly_commission_TB As Variant ' team b
+
+  monthly_commission = calc_result(1)
+  montyly_commission_TB = calc_result(3) ' team b
+
+  Dim monthNames() As Variant
+  monthNames = Array("Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec")
+
+  ' Open the workbook
+  Set wb = Workbooks.Open(file_path)
+  Set ws = wb.Sheets("Agent performance analysis")
+
+  ' Write headers
+  Set startCell = ws.Range("A20")
+  startCell.Value = "Team B Total Sales Commision Performance"
+  startCell.Offset(1, 0).Value = "Month"
+  startCell.Offset(1, 1).Value = "Amount"
+
+  Set startCell = ws.Range("A22")
+  For m = LBound(monthNames) To UBound(monthNames)
+    startCell.Offset(m, 0).Value = monthNames(m)
+    startCell.Offset(m, 1).Value = montyly_commission_TB(m + 1)
+  Next m
+
+  ' Save and close the workbook
+  ' wb.Close SaveChanges:=True
+End Function
+
+Function TeamATotalSalesCommisionPerformanceGraph(ByVal calc_result As Variant, ByVal file_path As String)
+  Dim wb As Workbook
+  Dim ws As Worksheet
+
+  Set wb = Workbooks.Open(file_path)
+  Set ws = wb.Sheets("Agent performance analysis")
+
+  Dim cht As Chart
+  Dim ax As Axis
+
+  ' insert graph
+  ActiveSheet.Shapes.AddChart2(201, xlColumnClustered).Select
+
+  Set cho = ws.ChartObjects(ws.ChartObjects.Count)
+  Set cht = cho.Chart
+  cht.SetSourceData Source:=Range("A2:B14")
+
+  ' update chart styling
+  cht.SetElement (msoElementPrimaryCategoryAxisTitleAdjacentToAxis)
+  Selection.Format.TextFrame2.TextRange.Characters.Text = "Month"
+
+  cht.SetElement (msoElementPrimaryValueAxisTitleAdjacentToAxis)
+  cht.ChartTitle.Text = "Team A total Sales commision performance"
+  Set ax = cht.Axes(xlValue, xlPrimary)
+  ax.HasTitle = True
+  ax.AxisTitle.Format.TextFrame2.TextRange.Characters.Text = "Amount"
+
+  cho.Top = 0
+  cho.Left = 0
+  cho.Width = 400
+  cho.Height = 300
+
+End Function
+
+Function TeamBTotalSalesCommisionPerformanceGraph(ByVal calc_result As Variant, ByVal file_path As String)
+  Dim wb As Workbook
+  Dim ws As Worksheet
+
+  Set wb = Workbooks.Open(file_path)
+  Set ws = wb.Sheets("Agent performance analysis")
+
+  Dim cht As Chart
+  Dim ax As Axis
+
+  ' insert graph
+  ActiveSheet.Shapes.AddChart2(201, xlColumnClustered).Select
+
+  Set cho = ws.ChartObjects(ws.ChartObjects.Count)
+  Set cht = cho.Chart
+  cht.SetSourceData Source:=Range("A21:B33")
+
+  ' update chart styling
+  cht.SetElement (msoElementPrimaryCategoryAxisTitleAdjacentToAxis)
+  Selection.Format.TextFrame2.TextRange.Characters.Text = "Month"
+
+  cht.SetElement (msoElementPrimaryValueAxisTitleAdjacentToAxis)
+  cht.ChartTitle.Text = "Team B total Sales commision performance"
+  Set ax = cht.Axes(xlValue, xlPrimary)
+  ax.HasTitle = True
+  ax.AxisTitle.Format.TextFrame2.TextRange.Characters.Text = "Amount"
+
+  cho.Top = 300
+  cho.Left = 0
+  cho.Width = 400
+  cho.Height = 300
+
+End Function
+
+
+Function RankOfAgentSalesCommMonthlyTable(ByVal calc_result As Variant, ByVal file_path As String)
+  Const HEADER_ROW As Long = 1
+  Const START_CELL As String = "F1"
+  Dim wb As Workbook
+  Dim ws As Worksheet
+  Dim startCell As Range
+
+  Dim monthly_top_5_comission_name As Variant
+  Dim monthly_top_5_comission_value As Variant
+  monthly_top_5_comission_name = calc_result(6)
+  monthly_top_5_comission_value = calc_result(7)
+
+  ' Open the workbook
+  Set wb = Workbooks.Open(file_path)
+  Set ws = wb.Sheets("Agent performance analysis")
+
+  ' Write headers
+  Set startCell = ws.Range(START_CELL)
+  startCell.Offset(0, 0).Value = "Top 5 Agent's Commssion"
+
+  'generate graph by month
+  For m = LBound(MONTH_NAMES) To UBound(MONTH_NAMES)
+    startCell.Offset(1, 0 + (m * 3)).Value = "Name"
+    startCell.Offset(1, 1 + (m * 3)).Value = "Commssion"
+
+    startCell.Offset(1 + 1, 0 + (m * 3)).Value = monthly_top_5_comission_name(m + 1, 0)
+    startCell.Offset(1 + 2, 0 + (m * 3)).Value = monthly_top_5_comission_name(m + 1, 1)
+    startCell.Offset(1 + 3, 0 + (m * 3)).Value = monthly_top_5_comission_name(m + 1, 2)
+    startCell.Offset(1 + 4, 0 + (m * 3)).Value = monthly_top_5_comission_name(m + 1, 3)
+    startCell.Offset(1 + 5, 0 + (m * 3)).Value = monthly_top_5_comission_name(m + 1, 4)
+
+    startCell.Offset(1 + 1, 1 + (m * 3)).Value = monthly_top_5_comission_value(m + 1, 0)
+    startCell.Offset(1 + 2, 1 + (m * 3)).Value = monthly_top_5_comission_value(m + 1, 1)
+    startCell.Offset(1 + 3, 1 + (m * 3)).Value = monthly_top_5_comission_value(m + 1, 2)
+    startCell.Offset(1 + 4, 1 + (m * 3)).Value = monthly_top_5_comission_value(m + 1, 3)
+    startCell.Offset(1 + 5, 1 + (m * 3)).Value = monthly_top_5_comission_value(m + 1, 4)
+  Next m
+
+  ' Save and close the workbook
+  ' wb.Close SaveChanges:=True
+End Function
+
+
+Function RankOfAgentSalesCommMonthlyGraph(ByVal calc_result As Variant, ByVal file_path As String)
+  Dim wb As Workbook
+  Dim ws As Worksheet
+
+  Set wb = Workbooks.Open(file_path)
+  Set ws = wb.Sheets("Agent performance analysis")
+
+  Dim DATA_RANGES As Variant
+  DATA_RANGES = Array("F2:G7", "I2:J7", "L2:M7", "O2:P7", "R2:S7", "U2:V7", "X2:Y7", "AA2:AB7", "AD2:AE7", "AG2:AH7", "AJ2:AK7", "AM2:AN7")
+
+  Dim GRAPH_TOPS As Variant
+  Dim GRAPH_LEFTS As Variant
+  GRAPH_TOPS = Array(0, 0, 0, 200, 200, 200, 400, 400, 400, 600, 600, 600)
+  GRAPH_LEFTS = Array(400, 700, 1000, 400, 700, 1000, 400, 700, 1000, 400, 700, 1000)
+
+  'generate graph by month
+  For m = LBound(MONTH_NAMES) To UBound(MONTH_NAMES)
+    month_name = MONTH_NAMES(m)
+
+    ' insert graph
+    ActiveSheet.Shapes.AddChart2(201, xlColumnClustered).Select
+    Set cho = ws.ChartObjects(ws.ChartObjects.Count)
+    Set cht = cho.Chart
+
+    ActiveChart.SetSourceData Source:=Range(DATA_RANGES(m))
+    ActiveChart.ChartTitle.Text = "Top 5 Sales Commission " & month_name
+
+    ' update chart styling
+    cht.SetElement (msoElementPrimaryCategoryAxisTitleAdjacentToAxis)
+    Selection.Format.TextFrame2.TextRange.Characters.Text = "Name"
+
+    cht.SetElement (msoElementPrimaryValueAxisTitleAdjacentToAxis)
+    Set ax = cht.Axes(xlValue, xlPrimary)
+    ax.HasTitle = True
+    ax.AxisTitle.Format.TextFrame2.TextRange.Characters.Text = "Commission"
+
+    cho.Top = GRAPH_TOPS(m)
+    cho.Left = GRAPH_LEFTS(m)
+    cho.Width = 300
+    cho.Height = 200
+
+  Next m
+
+
+End Function
+
+
+Function Helloworld()
+  Debug.Print "helloworld Sales_Analysis_Product_Category"
+End Function
+
+
+
+

jimmycheung93/task4/1/APAnalysis_Sales_Calc.bas

@@ -0,0 +1,25 @@
+Attribute VB_Name = "APAnalysis_Sales_Calc"
+Option Explicit
+
+Function Run(ByVal TablesMeta As Variant)
+    ' agent_working_performance
+    Dim agent_working_performance As Variant
+    Dim awp_rows As Variant
+    Dim awp_lastrow As Integer
+    Dim awp_current_row As Integer
+    
+    ' init agent_working_performance
+    agent_working_performance = TablesMeta(2)
+    awp_rows = agent_working_performance(0)
+    awp_lastrow = CInt(agent_working_performance(1))
+    awp_current_row = 0
+    
+    For awp_current_row = 1 To 4
+        Debug.Print (awp_rows(1, 1))
+    Next awp_current_row
+    
+    
+    
+    Run = "done"
+End Function
+

jimmycheung93/task4/1/AgentWorkingPerformancePivot.bas

@@ -0,0 +1,191 @@
+Attribute VB_Name = "AgentWorkingPerformancePivot"
+Option Explicit
+
+' get the last row for a given xls sheet
+Function getLastRow(ByVal start_row As Integer)
+    Dim last_row As Boolean
+    Dim last_check_row As Integer
+    Dim scan_row As Integer
+    Dim i As Integer
+    Dim cell_value_1 As String
+
+
+    Dim next_row_1 As Integer
+
+    scan_row = start_row
+    last_check_row = 9999
+
+    For i = start_row To last_check_row
+        scan_row = i
+        last_row = True
+
+        next_row_1 = i + 1
+
+        cell_value_1 = ReadCellValue("A" & CStr(next_row_1))
+
+        If (cell_value_1 <> "") Then
+            last_row = False
+        End If
+
+        If (last_row = True) Then
+          'Debug.Print "last row found"
+          Exit For
+        End If
+    Next i
+
+    getLastRow = scan_row
+
+End Function
+
+' get the value from cell for a given address
+Function ReadCellValue(cell_addr As String)
+    ReadCellValue = Worksheets("Sheet1").Range(cell_addr).Value
+End Function
+
+Function CountFigures(ws As Worksheet, ByVal start_row As Integer, ByVal last_row As Integer)
+    Dim SalesNewCaseByMonth As Integer
+    Dim SalesCollapsedCaseByMonth As Integer
+    Dim i, j As Integer
+
+    ' variable for result
+    Dim agent_month_new_case
+    Set agent_month_new_case = CreateObject("Scripting.Dictionary")
+
+    Dim agent_month_collapsed_case
+    Set agent_month_collapsed_case = CreateObject("Scripting.Dictionary")
+
+    Dim agent_quarter_new_case
+    Set agent_quarter_new_case = CreateObject("Scripting.Dictionary")
+
+    Dim agent_quarter_collapsed_case
+    Set agent_quarter_collapsed_case = CreateObject("Scripting.Dictionary")
+
+    For i = start_row To last_row
+        Dim date_value As String
+        Dim month, quarter As Integer
+        Dim agent_name, new_case, collapsed_case   As String
+        Dim agent_quarter_key, temp_key As String
+
+        date_value = ReadCellValue("A" & CStr(i))
+        month = GetMonthFrDate(date_value)
+        quarter = GetQuarterFrDate(date_value)
+        agent_name = ReadCellValue("B" & CStr(i))
+        new_case = ReadCellValue("D" & CStr(i))
+        collapsed_case = ReadCellValue("E" & CStr(i))
+
+        temp_key = agent_name + "," + CStr(month)
+        agent_quarter_key = agent_name + "," + CStr(quarter)
+
+        ' create if not found agent_name
+        If (Not (IsEmpty(temp_key)) And Not (agent_month_new_case.exists(temp_key))) Then
+            For j = 1 To 12
+                agent_month_new_case(agent_name + "," + CStr(j)) = 0
+                agent_month_collapsed_case(agent_name + "," + CStr(j)) = 0
+            Next j
+
+            For j = 1 To 4
+                agent_quarter_new_case(agent_name + "," + CStr(j)) = 0
+                agent_quarter_collapsed_case(agent_name + "," + CStr(j)) = 0
+            Next j
+        End If
+
+        If (new_case <> "") Then
+            agent_month_new_case(temp_key) = agent_month_new_case(temp_key) + CInt(new_case)
+        End If
+
+        If (collapsed_case <> "") Then
+            agent_month_collapsed_case(temp_key) = agent_month_collapsed_case(temp_key) + CInt(collapsed_case)
+        End If
+
+        If (new_case <> "") Then
+            agent_quarter_new_case(agent_quarter_key) = agent_quarter_new_case(agent_quarter_key) + CInt(new_case)
+        End If
+
+        If (collapsed_case <> "") Then
+            agent_quarter_collapsed_case(agent_quarter_key) = agent_quarter_collapsed_case(agent_quarter_key) + CInt(collapsed_case)
+        End If
+
+    Next i
+
+
+    ' sales_index
+    ' sales_month_new_case
+    ' sales_month_collapsed_case
+    ' sales_quarter_new_case
+    ' sales_quarter_collapsed_case
+    CountFigures = Array(agent_month_new_case, agent_month_collapsed_case, agent_quarter_new_case, agent_quarter_collapsed_case)
+End Function
+
+' get the integer month from date
+Function GetMonthFrDate(ByVal date_string As String) As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+    GetMonthFrDate = intMonth
+End Function
+
+' get the integer quarter from date
+Function GetQuarterFrDate(ByVal date_string As String) As Integer
+    Dim intQuarter As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+
+    GetQuarterFrDate = Int((intMonth - 1) / 3) + 1
+End Function
+
+Function Run(ws As Worksheet)
+    ' Dim ws As Worksheet
+    ' Set ws = ThisWorkbook.Sheets("Sheet1")
+
+    Dim row_count As Integer
+    Dim rw As Variant
+    Dim count_figures_result As Variant
+
+    Dim start_row, last_row As Integer
+    start_row = 2
+    last_row = getLastRow(start_row)
+    count_figures_result = CountFigures(ws, start_row, last_row)
+
+    Dim agent_month_new_case, agent_month_collapsed_case
+    Dim agent_quarter_new_case, agent_quarter_collapsed_case
+
+    Set agent_month_new_case = count_figures_result(0)
+    Set agent_month_collapsed_case = count_figures_result(1)
+    Set agent_quarter_new_case = count_figures_result(2)
+    Set agent_quarter_collapsed_case = count_figures_result(3)
+
+    Debug.Print agent_month_new_case("Candy,1")
+
+    Run = count_figures_result
+
+    Debug.Print "done"
+End Function
+
+' canned method to open excel file
+Function OpenFile(sPath As String)
+    Dim wb As Workbook
+    Set wb = Workbooks.Open(sPath)
+
+    Dim count_figures_result As Variant
+
+    If Not (wb.Sheets("Sheet1") Is Nothing) Then
+        count_figures_result = Run(wb.Sheets("Sheet1"))
+    End If
+
+    OpenFile = count_figures_result
+
+    wb.Close savechanges:=False
+End Function
+
+
+
+Sub Helloworld()
+    Debug.Print "helloworld"
+End Sub
+
+
+

jimmycheung93/task4/1/BestSalesEachMonth.bas

@@ -0,0 +1,194 @@
+Attribute VB_Name = "BestSalesEachMonth"
+Option Explicit
+
+Sub Helloworld()
+    Debug.Print "helloworld"
+End Sub
+
+' get the integer month from date
+Function GetMonthFrDate(ByVal date_string As String) As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+    GetMonthFrDate = intMonth
+End Function
+
+' get the integer quarter from date
+Function GetQuarterFrDate(ByVal date_string As String) As Integer
+    Dim intQuarter As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+
+    GetQuarterFrDate = Int((intMonth - 1) / 3) + 1
+End Function
+
+Function CountFigures(ws As Worksheet, ByVal start_row As Integer, ByVal last_row As Integer)
+    Dim SalesNewCaseByMonth As Integer
+    Dim SalesCollapsedCaseByMonth As Integer
+    Dim i, j As Integer
+
+    ' variable for result
+    Dim monthly_total_sell, month_total_commission
+    Set monthly_total_sell = CreateObject("Scripting.Dictionary")
+    Set month_total_commission = CreateObject("Scripting.Dictionary")
+
+    Dim team_a_best, team_a_best_value, team_a_best_name, team_a_best_commission
+    Set team_a_best = CreateObject("Scripting.Dictionary")
+    Set team_a_best_value = CreateObject("Scripting.Dictionary")
+    Set team_a_best_name = CreateObject("Scripting.Dictionary")
+    Set team_a_best_commission = CreateObject("Scripting.Dictionary")
+
+    Dim team_b_best, team_b_best_value, team_b_best_name, team_b_best_commission
+    Set team_b_best = CreateObject("Scripting.Dictionary")
+    Set team_b_best_value = CreateObject("Scripting.Dictionary")
+    Set team_b_best_name = CreateObject("Scripting.Dictionary")
+    Set team_b_best_commission = CreateObject("Scripting.Dictionary")
+
+    For j = 1 To 12
+        team_a_best(CStr(j)) = 0
+        team_b_best(CStr(j)) = 0
+    Next j
+
+    For i = start_row To last_row
+        Dim date_value As String
+        Dim agent_name As String
+        Dim team As String
+        Dim temp_key As String
+        Dim selling_price, commision_pct, commision_value As Double
+        Dim int_month, int_quarter As Integer
+
+        date_value = ReadCellValue("B" & CStr(i))
+        int_month = GetMonthFrDate(date_value)
+        int_quarter = GetQuarterFrDate(date_value)
+
+        agent_name = ReadCellValue("C" & CStr(i))
+        team = ReadCellValue("D" & CStr(i))
+        selling_price = CDbl(ReadCellValue("E" & CStr(i)))
+        commision_pct = CDbl(ReadCellValue("F" & CStr(i)))
+        commision_value = selling_price * commision_pct
+
+        temp_key = agent_name & "," & int_month
+        ' create if not found agent_name
+        If (Not (IsEmpty(temp_key)) And Not (monthly_total_sell.exists(temp_key))) Then
+            For j = 1 To 12
+                monthly_total_sell(agent_name + "," + CStr(j)) = 0
+            Next j
+        End If
+        monthly_total_sell(agent_name + "," + CStr(int_month)) = monthly_total_sell(agent_name + "," + CStr(int_month)) + selling_price
+        month_total_commission(agent_name + "," + CStr(int_month)) = month_total_commission(agent_name + "," + CStr(int_month)) + commision_value
+
+        ' is in team A?
+        If (CheckSalesIsInTeamA(agent_name)) Then
+            If (monthly_total_sell(agent_name + "," + CStr(int_month)) > team_a_best(CStr(int_month))) Then
+                team_a_best_name(CStr(int_month)) = agent_name
+                team_a_best_value(CStr(int_month)) = monthly_total_sell(agent_name + "," + CStr(int_month))
+                team_a_best_commission(CStr(int_month)) = month_total_commission(agent_name + "," + CStr(int_month))
+            End If
+        End If
+
+        ' is in team B?
+        If (CheckSalesIsInTeamB(agent_name)) Then
+            If (monthly_total_sell(agent_name + "," + CStr(int_month)) > team_b_best(CStr(int_month))) Then
+                team_b_best_name(CStr(int_month)) = agent_name
+                team_b_best_value(CStr(int_month)) = monthly_total_sell(agent_name + "," + CStr(int_month))
+                team_b_best_commission(CStr(int_month)) = month_total_commission(agent_name + "," + CStr(int_month))
+            End If
+        End If
+
+    Next i
+
+    CountFigures = Array(monthly_total_sell, _
+        team_a_best_name, _
+        team_a_best_value, _
+        team_a_best_commission, _
+        team_b_best_name, _
+        team_b_best_value, _
+        team_b_best_commission _
+        )
+End Function
+
+Function Run(ws As Worksheet)
+    'Dim ws As Worksheet
+    'Set ws = ThisWorkbook.Sheets("Sheet1")
+
+    Dim row_count As Integer
+    Dim rw As Variant
+    Dim count_figures_result As Variant
+
+    Dim start_row, last_row As Integer
+    start_row = 2
+    last_row = getLastRow(start_row)
+    count_figures_result = CountFigures(ws, start_row, last_row)
+
+    Run = count_figures_result
+    Debug.Print "done"
+End Function
+
+' get the last row for a given xls sheet
+Function getLastRow(ByVal start_row As Integer)
+    Dim last_row As Boolean
+    Dim last_check_row As Integer
+    Dim scan_row As Integer
+    Dim i As Integer
+    Dim cell_value_1 As String
+
+
+    Dim next_row_1 As Integer
+
+    scan_row = start_row
+    last_check_row = 9999
+
+    For i = start_row To last_check_row
+        scan_row = i
+        last_row = True
+
+        next_row_1 = i + 1
+
+        cell_value_1 = ReadCellValue("A" & CStr(next_row_1))
+
+        If (cell_value_1 <> "") Then
+            last_row = False
+        End If
+
+        If (last_row = True) Then
+          'Debug.Print "last row found"
+          Exit For
+        End If
+    Next i
+
+    getLastRow = scan_row
+
+End Function
+
+' get the value from cell for a given address
+Function ReadCellValue(cell_addr As String)
+
+    ReadCellValue = Worksheets("Sheet1").Range(cell_addr).Value
+
+End Function
+
+
+' canned method to open excel file
+Function OpenFile(sPath As String)
+    Dim wb As Workbook
+    Set wb = Workbooks.Open(sPath)
+
+    Dim count_figures_result As Variant
+
+    If Not (wb.Sheets("Sheet1") Is Nothing) Then
+        count_figures_result = BestSalesEachMonth.Run(wb.Sheets("Sheet1"))
+    End If
+
+    OpenFile = count_figures_result
+
+    wb.Close savechanges:=False
+End Function
+
+
+
+
+

jimmycheung93/task4/1/CasePersistencyGraph.bas

@@ -0,0 +1,127 @@
+Attribute VB_Name = "CasePersistencyGraph"
+
+Function TeamACaseDistributionTable(ByVal calc_result As Variant, ByVal file_path As String)
+  Const HEADER_ROW As Long = 1
+  Const START_CELL As String = "A1"
+  Dim wb As Workbook
+  Dim ws As Worksheet
+  Dim startCell As Range
+
+  Dim case_team_a_meta As Variant
+  Dim case_team_b_meta As Variant
+
+  case_team_a_meta = calc_result(5)
+  case_team_b_meta = calc_result(6)
+
+  ' Open the workbook
+  Set wb = Workbooks.Open(file_path)
+  Set ws = wb.Sheets("Case persistency")
+
+  ' Write headers
+  Set startCell = ws.Range(START_CELL)
+  startCell.Value = "Team A Case Distribution"
+  startCell.Offset(1, 0).Value = "State"
+  startCell.Offset(1, 1).Value = "Case"
+
+  startCell.Offset(1 + 1, 0).Value = "Collapse"
+  startCell.Offset(1 + 2, 0).Value = "New Case"
+
+  startCell.Offset(1 + 1, 1).Value = case_team_a_meta(0)
+  startCell.Offset(1 + 2, 1).Value = case_team_a_meta(1)
+
+  ' Save and close the workbook
+  ' wb.Close SaveChanges:=True
+End Function
+
+Function TeamACaseDistributionGraph(ByVal calc_result As Variant, ByVal file_path As String)
+  Dim wb As Workbook
+  Dim ws As Worksheet
+
+  Set wb = Workbooks.Open(file_path)
+  Set ws = wb.Sheets("Case persistency")
+
+  ' insert graph
+  ActiveSheet.Shapes.AddChart2(251, xlPie).Select
+  ActiveChart.SetSourceData Source:=Range("$A$2:$B$4")
+  ActiveChart.SetElement (msoElementLegendNone)
+  ActiveChart.SetElement (msoElementDataLabelCallout)
+  ActiveChart.ChartTitle.Select
+  ActiveChart.ChartTitle.Text = "Team A case Distribution"
+  Selection.Format.TextFrame2.TextRange.Characters.Text = "Team A case Distribution"
+
+  Set cho = ws.ChartObjects(ws.ChartObjects.Count)
+  Set cht = cho.Chart
+  cho.Top = 0
+  cho.Left = 0
+  cho.Width = 400
+  cho.Height = 300
+
+End Function
+
+
+Function TeamBCaseDistributionTable(ByVal calc_result As Variant, ByVal file_path As String)
+  Const HEADER_ROW As Long = 1
+  Const START_CELL As String = "F1"
+  Dim wb As Workbook
+  Dim ws As Worksheet
+  Dim startCell As Range
+
+  Dim case_team_a_meta As Variant
+  Dim case_team_b_meta As Variant
+
+  case_team_a_meta = calc_result(5)
+  case_team_b_meta = calc_result(6)
+
+  ' Open the workbook
+  Set wb = Workbooks.Open(file_path)
+  Set ws = wb.Sheets("Case persistency")
+
+  ' Write headers
+  Set startCell = ws.Range(START_CELL)
+  startCell.Value = "Team B Case Distribution"
+  startCell.Offset(1, 0).Value = "State"
+  startCell.Offset(1, 1).Value = "Case"
+
+  startCell.Offset(1 + 1, 0).Value = "Collapse"
+  startCell.Offset(1 + 2, 0).Value = "New Case"
+
+  startCell.Offset(1 + 1, 1).Value = case_team_b_meta(0)
+  startCell.Offset(1 + 2, 1).Value = case_team_b_meta(1)
+
+End Function
+
+Function TeamBCaseDistributionGraph(ByVal calc_result As Variant, ByVal file_path As String)
+  Dim wb As Workbook
+  Dim ws As Worksheet
+
+  Set wb = Workbooks.Open(file_path)
+  Set ws = wb.Sheets("Case persistency")
+
+  ' insert graph
+  ActiveSheet.Shapes.AddChart2(251, xlPie).Select
+  ActiveChart.SetSourceData Source:=Range("F2:G4")
+  ActiveChart.SetElement (msoElementLegendNone)
+  ActiveChart.SetElement (msoElementDataLabelCallout)
+  ActiveChart.ChartTitle.Select
+  ActiveChart.ChartTitle.Text = "Team B case Distribution"
+  Selection.Format.TextFrame2.TextRange.Characters.Text = "Team B case Distribution"
+
+  Set cho = ws.ChartObjects(ws.ChartObjects.Count)
+  Set cht = cho.Chart
+  cho.Top = 0
+  cho.Left = 400
+  cho.Width = 400
+  cho.Height = 300
+
+End Function
+
+
+
+
+
+Function Helloworld()
+  Debug.Print "helloworld CasePersistency"
+End Function
+
+
+

jimmycheung93/task4/1/Common.bas

@@ -0,0 +1,326 @@
+Attribute VB_Name = "Common"
+Option Explicit
+
+' get row number for a given username
+Function GetIdxByUsername(username As String) As Integer
+  Dim result_idx As Integer
+  Dim i As Integer
+
+  result_idx = -1
+
+  For i = 1 To Var.MAX_NUM_OF_SALES
+    If (username = usernames(i)) Then
+      result_idx = i
+      Exit For
+    End If
+  Next i
+
+  GetIdxByUsername = result_idx
+End Function
+
+' get age from account sheet for a given username
+Function LookupAge(username As String) As String
+  Dim lookup_result As String
+  Dim i As Integer
+
+  For i = 1 To Var.MAX_NUM_OF_SALES
+    If (username = usernames(i)) Then
+      lookup_result = ages(i)
+      Exit For
+    End If
+  Next i
+
+  LookupAge = lookup_result
+End Function
+
+' get team from account sheet for a given username
+Function LookupTeam(username As String) As String
+  Dim lookup_result As String
+  Dim i As Integer
+
+  For i = 1 To Var.MAX_NUM_OF_SALES
+    If (username = usernames(i)) Then
+      lookup_result = teams(i)
+      Exit For
+    End If
+  Next i
+
+  LookupTeam = lookup_result
+End Function
+
+Sub GenTextReport()
+  Dim sPath As String
+  Dim calc_result As Variant
+
+  Var.AgentSalesMeta = ReadAgentSalesWorkbook.Run(Var.agentSalesFilePath)
+  Var.ProductSalesMeta = ReadProductSalesWorkbook.Run(Var.productSalesPath)
+  Var.AgentWorkingPerformanceMeta = ReadAgentWorkingPerfWorkbook.Run(Var.agentWorkingPerformancePath)
+
+  Var.CombinedSalesMeta = Array(Var.AgentSalesMeta, Var.ProductSalesMeta, Var.AgentWorkingPerformanceMeta)
+
+  Dim file_path As String
+  file_path = Var.output_report_directory & "\output_report.xlsx"
+
+  ' empty workbook
+  ' EmptyWorkbook (file_path)
+
+  ' delete file if exist
+  Common.DeleteFileIfExist (file_path)
+  Common.createNewXlsx (file_path)
+
+
+  Dim wb As Workbook
+  Set wb = Workbooks.Open(file_path)
+
+  If frmMain.chkSalesAnalysisRpt.Value = True Then
+    ' SAMonthAndQuart
+    calc_result = CalcSalesAnalysisMonthlyAndQuart(Var.CombinedSalesMeta)
+    WriteSalesAnalysisMonthlyAndQuart calc_result, file_path, wb
+  End If
+
+  If frmMain.chkProductAnalysisRpt.Value = True Then
+    ' write sales analysis product category
+    ' SAProductCategory
+    calc_result = CalcSalesAnalysisFileSalesAmount(Var.CombinedSalesMeta)
+    WriteSalesAnalysisFileSalesAmount calc_result, file_path, wb
+  End If
+
+  If frmMain.chkProductAnalysisRpt.Value = True Then
+    calc_result = CalcSalesAnalysisFileSalesUnit(Var.CombinedSalesMeta)
+    WriteSalesAnalysisFileSalesUnit calc_result, file_path, wb
+  End If
+
+  If frmMain.chkAgentPerformanceAnalysisRpt.Value = True Then
+    calc_result = APAnalysis_Calc(Var.CombinedSalesMeta)
+    APAnalysis_WriteTable calc_result, file_path, wb
+  End If
+
+  If frmMain.chkNoOfCasesRpt.Value = True Then
+    calc_result = NoOfCasesTable_Calc(Var.CombinedSalesMeta)
+    NoOfCasesTable_WriteTable calc_result, file_path, wb
+  End If
+
+  wb.Save
+  wb.Close
+
+  MsgBox "generate report done"
+  Debug.Print "done"
+
+End Sub
+
+
+Sub GenChartReport()
+  Dim sPath As String
+  Dim calc_result As Variant
+  Dim file_path As String
+
+  ' NOTE: for debug work
+  sPath = "C:\temp\xlsx\Agent_Sales.xlsx"
+  Var.AgentSalesMeta = ReadAgentSalesWorkbook.Run(sPath)
+
+  ' NOTE: for debug work
+  sPath = "C:\temp\xlsx\Product_Sales.xlsx"
+  Var.ProductSalesMeta = ReadProductSalesWorkbook.Run(sPath)
+
+  ' NOTE: for debug work
+  sPath = "C:\temp\xlsx\Agent_Working_Performance.xlsx"
+  Var.AgentWorkingPerformanceMeta = ReadAgentWorkingPerfWorkbook.Run(sPath)
+
+  Var.CombinedSalesMeta = Array(Var.AgentSalesMeta, Var.ProductSalesMeta, Var.AgentWorkingPerformanceMeta)
+
+  ' Const file_path As String = "D:\_workspace\carousell-comission-playlist\jimmycheung93\task4\_poc\main_xlsm\helloworld_graph.xlsm"
+  ' creasteXlsm(FILE_PATH)
+  file_path = Var.output_report_directory & "\output_report_chart.xlsx"
+
+  ' vba delete file if exist
+  DeleteFileIfExist (file_path)
+  createNewXlsx (file_path)
+
+  'EmptyWorkbook (file_path)
+  Dim wb As Workbook
+  Set wb = Workbooks.Open(file_path)
+
+  If frmMain.chkSalesAnalysisMonthAndQuartery.Value = True Then
+    ' Sales Analysis (Monthly & Quartery)
+    AddSheet file_path, "Sales Analysis Monthly_Quartery"
+    calc_result = CalcSalesAnalysisMonthlyAndQuart(CombinedSalesMeta)
+    SAMonthAndQuartGraph.MonthlySalesAmountTable calc_result, file_path
+    SAMonthAndQuartGraph.MonthlySalesAmountGraph file_path
+
+    SAMonthAndQuartGraph.MonthlySalesComissionTable calc_result, file_path
+    SAMonthAndQuartGraph.MonthlySalesComissionGraph file_path
+  End If
+
+  If frmMain.chkSalesAnalysisProductCategory.Value = True Then
+    ' Sales Analysis (Product Category)
+    AddSheet file_path, "Sales Analysis Product Category"
+    calc_result = CalcSalesAnalysisFileSalesAmount(CombinedSalesMeta)
+    SAProdCatGraph.SalesAmountTable calc_result, file_path, 1
+    SAProdCatGraph.SalesAmountGraph calc_result, file_path, 1
+
+    calc_result = CalcSalesAnalysisFileSalesUnit(CombinedSalesMeta)
+    SAProdCatGraph.SalesUnitTable calc_result, file_path, 1
+    SAProdCatGraph.SalesUnitGraph calc_result, file_path, 1
+  End If
+
+  If frmMain.chkAgentPerformanceAnalysis.Value = True Then
+    ' Agent performance analysis(Comm
+    AddSheet file_path, "Agent performance analysis"
+    calc_result = APAnalysis_Calc(CombinedSalesMeta)
+    APAnalysisGraph.TeamATotalSalesCommisionPerformanceTable calc_result, file_path
+    APAnalysisGraph.TeamATotalSalesCommisionPerformanceGraph calc_result, file_path
+
+    APAnalysisGraph.TeamBTotalSalesCommisionPerformanceTable calc_result, file_path
+    APAnalysisGraph.TeamBTotalSalesCommisionPerformanceGraph calc_result, file_path
+
+    ' Rank of agent's sales commission (monthly)
+    APAnalysisGraph.RankOfAgentSalesCommMonthlyTable calc_result, file_path
+    APAnalysisGraph.RankOfAgentSalesCommMonthlyGraph calc_result, file_path
+  End If
+
+  If frmMain.chkCasePersistency.Value = True Then
+    ' Case persistency
+    AddSheet file_path, "Case persistency"
+    calc_result = NoOfCasesTable_Calc(CombinedSalesMeta)
+    CasePersistencyGraph.TeamACaseDistributionTable calc_result, file_path
+    CasePersistencyGraph.TeamACaseDistributionGraph calc_result, file_path
+
+    CasePersistencyGraph.TeamBCaseDistributionTable calc_result, file_path
+    CasePersistencyGraph.TeamBCaseDistributionGraph calc_result, file_path
+  End If
+
+  wb.Save
+  wb.Close
+
+  MsgBox "generate report done"
+  Debug.Print "done"
+
+End Sub
+
+Function DeleteFileIfExist(file_path As String)
+  On Error GoTo eh
+
+  If Dir(file_path) <> "" Then
+    Kill file_path
+  End If
+
+Done:
+  Exit Function
+
+eh:
+  Debug.Print "DeleteFileIfExist:Error: " & Err.Description
+
+End Function
+
+
+Function createNewXlsx(file_path As String)
+
+  Dim wb As Workbook
+  Set wb = Workbooks.Add
+  wb.SaveAs file_path
+  wb.Close
+
+End Function
+
+Function SortArray(ByRef arr() As Double) As Double()
+  Dim i As Long, j As Long
+  Dim temp As Variant
+
+  For i = LBound(arr) To UBound(arr) - 1
+    For j = i + 1 To UBound(arr)
+      If arr(i) < arr(j) Then
+        temp = arr(i)
+        arr(i) = arr(j)
+        arr(j) = temp
+      End If
+    Next j
+  Next i
+
+  SortArray = arr
+End Function
+
+
+Function AddSheet(ByVal file_path As String, ByVal sheet_name As String)
+  Dim wb As Workbook
+  Dim ws As Worksheet
+
+  ' Open the workbook
+  Set wb = Workbooks.Open(file_path)
+
+  ' Check if the sheet exists
+  On Error Resume Next
+  Set ws = wb.Sheets(sheet_name)
+  On Error GoTo 0
+
+  ' If not found, create a new sheet
+  If ws Is Nothing Then
+    Set ws = wb.Sheets.Add(After:=wb.Sheets(wb.Sheets.Count))
+    ws.Name = sheet_name
+  Else
+    ' Empty the entire sheet
+    ws.UsedRange.ClearContents
+  End If
+
+End Function
+
+
+Function GetQuarterFromMonth(ByVal month As Integer) As Integer
+  GetQuarterFromMonth = Int((month - 1) / 3) + 1
+End Function
+
+
+Function ConvLetterMonthToIntMonth(str_letter_month As String)
+  Select Case str_letter_month
+    Case "Jan"
+      ConvLetterMonthToIntMonth = "1"
+    Case "Feb"
+      ConvLetterMonthToIntMonth = "2"
+    Case "Mar"
+      ConvLetterMonthToIntMonth = "3"
+    Case "Apr"
+      ConvLetterMonthToIntMonth = "4"
+    Case "May"
+      ConvLetterMonthToIntMonth = "5"
+    Case "Jun"
+      ConvLetterMonthToIntMonth = "6"
+    Case "Jul"
+      ConvLetterMonthToIntMonth = "7"
+    Case "Aug"
+      ConvLetterMonthToIntMonth = "8"
+    Case "Sep"
+      ConvLetterMonthToIntMonth = "9"
+    Case "Oct"
+      ConvLetterMonthToIntMonth = "10"
+    Case "Nov"
+      ConvLetterMonthToIntMonth = "11"
+    Case "Dec"
+      ConvLetterMonthToIntMonth = "12"
+  End Select
+
+End Function
+
+Sub ShowLogin()
+    frmLogin.Show
+End Sub
+
+' get the value from cell for a given address
+Function readCell(sheet_name as string, cell_addr As String)
+    readCell = Worksheets(sheet_name).Range(cell_addr).Value
+End Function
+
+Sub initAccountFromAccountSheet()
+
+  Dim i As Integer
+
+  Dim account_ws As Worksheet
+  Set account_ws = Worksheets("account")
+
+  i = 0
+  For i = 1 To 99
+      Var.usernames(i) = readCell("account", "A" & CStr(i + 1))
+      Var.passwords(i) = readCell("account", "B" & CStr(i + 1))
+      Var.teams(i) = readCell("account", "C" & CStr(i + 1))
+      Var.ages(i) = readCell("account", "D" & CStr(i + 1))
+  Next i
+
+End Sub

jimmycheung93/task4/1/Config.bas

@@ -0,0 +1,47 @@
+Attribute VB_Name = "Config"
+Option Explicit
+
+Sub init()
+  STRING_SEPERATOR = "#_STRING_SEPERATOR_#"
+  
+  SALES_ANALYSIS_COL_MONTH = "A"
+  SALES_ANALYSIS_COL_QUARTER = "B"
+  SALES_ANALYSIS_COL_PRODUCT_CATEGORY = "C"
+  SALES_ANALYSIS_COL_SELLING_UNIT = "D"
+  SALES_ANALYSIS_COL_MONTHLY_SALES = "E"
+  SALES_ANALYSIS_COL_QUARTELY_SALES = "F"
+  SALES_ANALYSIS_COL_COMMISSION = "G"
+  SALES_ANALYSIS_COL_MONTHLY_MARGIN = "H"
+  SALES_ANALYSIS_COL_QUATERLY_MARGIN = "I"
+  SALES_ANALYSIS_COL_QUATERLY_COMMISSION_ = "J"
+  
+  'row
+  SALES_ANALYSIS_ROW_JANUARY = "2"
+  SALES_ANALYSIS_ROW_FEBURARY = "3"
+  SALES_ANALYSIS_ROW_MARCH = "4"
+  SALES_ANALYSIS_ROW_APRIL = "5"
+  SALES_ANALYSIS_ROW_MAY = "6"
+  SALES_ANALYSIS_ROW_JUNE = "7"
+  SALES_ANALYSIS_ROW_JULY = "8"
+  SALES_ANALYSIS_ROW_AUGEST = "9"
+  SALES_ANALYSIS_ROW_SEPTEMBER = "10"
+  SALES_ANALYSIS_ROW_OCTOBER = "11"
+  SALES_ANALYSIS_ROW_NOVEMBER = "12"
+  SALES_ANALYSIS_ROW_DECEMBER = "13"
+  
+  NumOfSales = 20
+  SALES_ARRAY = Array("Alex", "Ben", "Candy", "Danny", "Eason", "Filex", "Gary", "Henry", "Irene", "Jenny")
+  
+  Dim top_comission(12, 3) As Double
+  
+  Set monthly_commission_per_agent = CreateObject("Scripting.Dictionary")
+  Set monthly_product_sales_selling_unit_per_agent = CreateObject("Scripting.Dictionary")
+  Set monthly_product_sales_selling_price_per_agent = CreateObject("Scripting.Dictionary")
+  Set monthly_product_sales_per_agent = CreateObject("Scripting.Dictionary")
+  
+  MONTH_NAMES = Array("Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec")
+  
+  Var.output_report_directory = "C:\temp"
+  
+End Sub
+

jimmycheung93/task4/1/NoOfCasesTable.bas

@@ -0,0 +1,296 @@
+Attribute VB_Name = "NoOfCasesTable"
+
+Function NoOfCasesTable_Calc(ByVal TablesMeta As Variant) As Variant
+  Debug.Print "helloworld"
+  Set new_case_per_agent = CreateObject("Scripting.Dictionary")
+  Set collapsed_case_per_agent = CreateObject("Scripting.Dictionary")
+  Set case_persistency_by_agent = CreateObject("Scripting.Dictionary")
+
+  Dim case_persistency_team_a As Double
+  Dim case_persistency_team_b As Double
+
+  'case_team_a_meta
+  Dim case_team_a_meta As Variant
+  Dim case_team_b_meta As Variant
+
+  Dim agent_sales_table As Variant
+  Dim product_sales_meta As Variant
+  Dim product_sales_table As Variant
+
+  Dim val_agent_name As String
+  Dim val_team As String
+
+  agent_sales_table = TablesMeta(0)
+  Dim agent_sales_table_rows As Variant
+  agent_sales_table_rows = agent_sales_table(0)
+
+  product_sales_table = TablesMeta(1)
+  Dim product_sales_table_row As Variant
+  product_sales_table_row = product_sales_table(0)
+
+  agent_working_performance_table = TablesMeta(2)
+  Dim agent_working_performance_table_rows As Variant
+  agent_working_performance_table_rows = agent_working_performance_table(0)
+
+  Dim val_product_sales_selling_unit As String
+
+  Dim sales_selling_unit_TA As Integer
+  Dim sales_selling_unit_TB As Integer
+  Dim team As String
+
+  For ps = 1 To agent_working_performance_table(1)
+    val_agent_name = agent_working_performance_table_rows(ps, 2)
+    val_team = agent_working_performance_table_rows(ps, 3)
+    num_new_case = agent_working_performance_table_rows(ps, 4)
+    num_collapsed_case = agent_working_performance_table_rows(ps, 5)
+
+
+    If (Not (IsEmpty(val_agent_name)) And Not (new_case_per_agent.exists(val_agent_name))) Then
+      new_case_per_agent(val_agent_name) = 0
+    End If
+    new_case_per_agent(val_agent_name) = new_case_per_agent(val_agent_name) + num_new_case
+
+    If (Not (IsEmpty(val_agent_name)) And Not (collapsed_case_per_agent.exists(val_agent_name))) Then
+      collapsed_case_per_agent(val_agent_name) = 0
+    End If
+    collapsed_case_per_agent(val_agent_name) = collapsed_case_per_agent(val_agent_name) + num_collapsed_case
+
+    If (val_team = "A") Then
+      new_case_team_a = new_case_team_a + num_new_case
+      collapsed_case_team_a = collapsed_case_team_a + num_collapsed_case
+    End If
+
+    If (val_team = "B") Then
+      new_case_team_b = new_case_team_b + num_new_case
+      collapsed_case_team_b = collapsed_case_team_b + num_collapsed_case
+    End If
+
+  Next ps
+
+  For s = 0 To UBound(SALES_ARRAY)
+    sales_name = SALES_ARRAY(s)
+    collapsed_case = collapsed_case_per_agent(sales_name)
+    new_case = new_case_per_agent(sales_name)
+
+    case_persistency_by_agent(sales_name) = (new_case - collapsed_case) / new_case
+
+  Next s
+
+  case_persistency_team_a = (new_case_team_a - collapsed_case_team_a) / new_case_team_a
+  case_persistency_team_b = (new_case_team_b - collapsed_case_team_b) / new_case_team_b
+
+  case_team_a_meta = Array(new_case_team_a, collapsed_case_team_a)
+  case_team_b_meta = Array(new_case_team_b, collapsed_case_team_b)
+
+
+  NoOfCasesTable_Calc = Array(1, sales_selling_unit_TA, sales_selling_unit_TB, case_persistency_team_a, case_persistency_team_b, case_team_a_meta, case_team_b_meta)
+
+End Function
+
+Function NoOfCasesTable_WriteTable(ByVal calc_result As Variant, ByVal file_path As String, ByRef wb As Workbook)
+  Dim sales_selling_unit_TA As Integer
+  Dim sales_selling_unit_TB As Integer
+  sales_selling_unit_TA = calc_result(1)
+  sales_selling_unit_TB = calc_result(2)
+
+  Dim case_persistency_team_a As Double
+  Dim case_persistency_team_b As Double
+  case_persistency_team_a = calc_result(3)
+  case_persistency_team_b = calc_result(4)
+
+  Const TOP_ROW As Long = 1
+  Dim ws As Worksheet
+  Dim startCell As Range
+  Dim tempArray() As Variant
+  Dim i As Long
+
+  ' Check if the sheet exists
+  On Error Resume Next
+  Set ws = wb.Sheets("No. of cases")
+  On Error GoTo 0
+
+  ' If not found, create a new sheet
+  If ws Is Nothing Then
+    Set ws = wb.Sheets.Add(After:=wb.Sheets(wb.Sheets.Count))
+    ws.Name = "No. of cases"
+  Else
+    ' Empty the entire sheet
+    ws.UsedRange.ClearContents
+  End If
+
+
+  ' Write month names
+  Set startCell = ws.Range("A1")
+  tempArray = Array("Case Persistency")
+  For i = LBound(tempArray) To UBound(tempArray)
+    startCell.Offset(0, i).Value = tempArray(i)
+  Next i
+
+  ' Write month names
+  Set startCell = ws.Range("A2")
+  tempArray = Array("Name", "No of new case", "No. of collpased case", "Case Persistency")
+  For i = LBound(tempArray) To UBound(tempArray)
+    startCell.Offset(0, i).Value = tempArray(i)
+  Next i
+
+  ' Write month names
+  Set startCell = ws.Range("A3")
+  For i = LBound(SALES_ARRAY) To UBound(SALES_ARRAY)
+    startCell.Offset(i, 0).Value = SALES_ARRAY(i)
+  Next i
+
+  ' Write month names
+  Set startCell = ws.Range("B3")
+  ' For sales_name = LBound(SALES_ARRAY) To UBound(SALES_ARRAY)
+  For s = 0 To UBound(SALES_ARRAY)
+    sales_name = SALES_ARRAY(s)
+    startCell.Offset(s, 0).Value = new_case_per_agent(sales_name)
+  Next s
+
+  ' Write month names
+  Set startCell = ws.Range("C3")
+  ' For sales_name = LBound(SALES_ARRAY) To UBound(SALES_ARRAY)
+  For s = 0 To UBound(SALES_ARRAY)
+    sales_name = SALES_ARRAY(s)
+    startCell.Offset(s, 0).Value = collapsed_case_per_agent(sales_name)
+  Next s
+
+  ' Write month names
+  Set startCell = ws.Range("D3")
+  ' For sales_name = LBound(SALES_ARRAY) To UBound(SALES_ARRAY)
+  For s = 0 To UBound(SALES_ARRAY)
+    sales_name = SALES_ARRAY(s)
+    startCell.Offset(s, 0).Value = case_persistency_by_agent(sales_name)
+    startCell.Offset(s, 0).NumberFormat = "0.00%"
+  Next s
+
+  ' Write month names
+  Set startCell = ws.Range("A14")
+  tempArray = Array("Team A total", "Team B Total")
+  For i = LBound(tempArray) To UBound(tempArray)
+    startCell.Offset(i, 0).Value = tempArray(i)
+  Next i
+
+
+  ' Write month names
+  Set startCell = ws.Range("B14")
+  tempArray = Array("Team A total", "Team B Total")
+  startCell.Offset(0, 0).Value = new_case_team_a
+  startCell.Offset(1, 0).Value = new_case_team_b
+
+  ' Write month names
+  Set startCell = ws.Range("C14")
+  tempArray = Array("Team A total", "Team B Total")
+  startCell.Offset(0, 0).Value = collapsed_case_team_a
+  startCell.Offset(1, 0).Value = collapsed_case_team_b
+
+  ' Write month names
+  Set startCell = ws.Range("D14")
+  tempArray = Array("Team A total", "Team B Total")
+  startCell.Offset(0, 0).Value = case_persistency_team_a
+  startCell.Offset(1, 0).Value = case_persistency_team_b
+  startCell.Offset(0, 0).NumberFormat = "0.00%"
+  startCell.Offset(1, 0).NumberFormat = "0.00%"
+
+
+
+  ' styling
+  Dim ranges_need_paint As Variant
+
+  For i = 0 To 100
+    ws.Range("A1").Offset(0, i).EntireColumn.AutoFit
+  Next i
+
+  For i = 0 To 3
+    Range("A1").Offset(0, i).EntireColumn.ColumnWidth = 20
+  Next i
+
+  ranges_need_paint = Array("A1")
+  For r = LBound(ranges_need_paint) To UBound(ranges_need_paint)
+    range_need_merge = ranges_need_paint(r)
+    With Range(range_need_merge)
+      .Interior.Color = RGB(68, 114, 196)
+      .Font.Color = RGB(255, 255, 255)
+    End With
+  Next r
+
+  ranges_need_paint = Array("A2")
+  For r = LBound(ranges_need_paint) To UBound(ranges_need_paint)
+    range_need_merge = ranges_need_paint(r)
+    With Range(range_need_merge)
+      .Font.Color = RGB(48, 84, 150)
+    End With
+  Next r
+
+  ranges_need_paint = Array("B2:C2")
+  For r = LBound(ranges_need_paint) To UBound(ranges_need_paint)
+    range_need_merge = ranges_need_paint(r)
+    With Range(range_need_merge)
+      .Font.Color = RGB(48, 84, 150)
+      .Font.Bold = True
+    End With
+  Next r
+
+  ranges_need_paint = Array("D2")
+  For r = LBound(ranges_need_paint) To UBound(ranges_need_paint)
+    range_need_merge = ranges_need_paint(r)
+    With Range(range_need_merge)
+      .Font.Color = RGB(0, 0, 0)
+      .Font.Bold = True
+    End With
+  Next r
+
+  ranges_need_paint = Array("A3:D3", "A5:D5", "A7:D7", "A9:D9", "A11:D11", "A13:D13", "A15:D15")
+  For r = LBound(ranges_need_paint) To UBound(ranges_need_paint)
+    range_need_merge = ranges_need_paint(r)
+    With Range(range_need_merge)
+      .Interior.Color = RGB(217, 225, 242)
+    End With
+  Next r
+
+  With Range("B2:D15")
+    .VerticalAlignment = xlVAlignCenter
+    .HorizontalAlignment = xlHAlignCenter
+  End With
+
+  For Each r In Array("A2:D2", "A3:D15")
+    With Range(r).Borders(xlEdgeLeft)
+      .LineStyle = xlContinuous
+      .ColorIndex = 0
+      .TintAndShade = 0
+      .Weight = xlMedium
+    End With
+    With Range(r).Borders(xlEdgeTop)
+      .LineStyle = xlContinuous
+      .ColorIndex = 0
+      .TintAndShade = 0
+      .Weight = xlMedium
+    End With
+    With Range(r).Borders(xlEdgeBottom)
+      .LineStyle = xlContinuous
+      .ColorIndex = 0
+      .TintAndShade = 0
+      .Weight = xlMedium
+    End With
+    With Range(r).Borders(xlEdgeRight)
+      .LineStyle = xlContinuous
+      .ColorIndex = 0
+      .TintAndShade = 0
+      .Weight = xlMedium
+    End With
+  Next r
+
+
+
+
+
+
+
+End Function
+
+
+
+
+
+
+

jimmycheung93/task4/1/Notes.bas

@@ -0,0 +1,47 @@
+Attribute VB_Name = "Notes"
+
+' naming convention
+
+' main.xlsx
+' main_xlsx
+' - columns
+' - Name
+' - Team
+' - Age
+' main_xlsx_helloworld
+
+' Agent_Sales.xlsx
+' as_xlsx
+' - columns
+' - Sales No.
+' - Date
+' - Agent Name
+' - Team
+' - Selling Price   Commision(%)
+' - as_xlsx_helloworld_pivot
+' - as_xlsx_get_month_best_agent
+' - as_xlsx_get_agent_monthly_sale
+
+' Agent_Working_Performance.xlsx
+' awp_xlsx
+' - columns
+' - Date
+' - Name
+' - Team
+' - No. of New Case
+' - No. of Collapsed Case
+
+' - awp_xlsx_helloworld_pivot
+' - awp_xlsx_new_case_pivot
+' - awp_xlsx_collapsed_case_pivot
+' - awp_xlsx_case_persistency_pivot
+
+' Product_Sales.xlsx
+' ps_xlsx
+' - columns
+' - Sales No.
+' - Date
+' - Product Category
+' - Selling Unit
+' - Selling Price
+

jimmycheung93/task4/1/ReadAgentSalesWorkbook.bas

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+Attribute VB_Name = "ReadAgentSalesWorkbook"
+
+Function Run(ByRef sPath As String) As Variant
+    Dim wb As Workbook
+    Dim arrResults(999, 20) As Variant
+    Dim row() As Variant
+    Dim i As Integer
+    Dim row_count As Integer
+    Dim firstRow As Boolean
+    Dim rw As Range
+
+    ' Try to open the workbook
+    On Error Resume Next
+    Set wb = Workbooks.Open(sPath)
+    On Error GoTo 0
+
+    ' Check if the opening was successful
+    If wb Is Nothing Then
+        MsgBox "Could not open workbook at " & sPath, vbCritical, "Error"
+        Exit Function
+    End If
+
+    row_count = 0
+    If Not wb.Sheets("Sheet1") Is Nothing Then
+        ' Read data from Sheet1
+        For Each rw In wb.Sheets("Sheet1").UsedRange.Rows
+                  ' Check if first cell is empty
+            If Trim(rw.Cells(1)) <> "" Then
+                ' Print value of first column of current row to immediate window
+                row_count = row_count + 1
+            Else
+                ' First cell in current row is empty, so break the loop
+                Exit For
+            End If
+
+        Next rw
+    End If
+
+    ' read table content
+    i = 1
+    firstRow = True
+
+    ' Look for Sheet1 and stop execution if it doesn't exist
+    If Not wb.Sheets("Sheet1") Is Nothing Then
+        ' Read data from Sheet1
+        For Each rw In wb.Sheets("Sheet1").UsedRange.Rows
+            ' Check if first cell is empty
+            If (firstRow = False) Then
+              If (Trim(rw.Cells(1)) <> "") Then
+                  ' Print value of first column of current row to immediate window
+                  arrResults(i, 1) = rw.Cells(1).Value
+                  arrResults(i, 2) = rw.Cells(2).Value
+                  arrResults(i, 3) = rw.Cells(3).Value
+                  arrResults(i, 4) = rw.Cells(4).Value
+                  arrResults(i, 5) = rw.Cells(5).Value
+                  arrResults(i, 6) = rw.Cells(6).Value
+
+                  i = i + 1
+              Else
+                  ' First cell in current row is empty, so break the loop
+                  Exit For
+              End If
+            End If
+            firstRow = False
+
+        Next rw
+
+    Else
+        MsgBox """Sheet1"" does not exist in workbook at " & sPath, vbExclamation, "Warning"
+        Exit Function
+    End If
+
+    wb.Close savechanges:=False
+
+    Run = Array(arrResults, row_count - 1)
+End Function
+
+
+

jimmycheung93/task4/1/ReadAgentWorkingPerfWorkbook.bas

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+Attribute VB_Name = "ReadAgentWorkingPerfWorkbook"
+
+
+Function Run(ByRef sPath As String) As Variant
+    Dim wb As Workbook
+    Dim arrResults(999, 20) As Variant
+    Dim row() As Variant
+    Dim i As Integer
+    Dim row_count As Integer
+    Dim firstRow As Boolean
+    Dim rw As Range
+
+    ' Try to open the workbook
+    On Error Resume Next
+    Set wb = Workbooks.Open(sPath)
+    On Error GoTo 0
+
+    ' Check if the opening was successful
+    If wb Is Nothing Then
+        MsgBox "Could not open workbook at " & sPath, vbCritical, "Error"
+        Exit Function
+    End If
+
+    row_count = 0
+    If Not wb.Sheets("Sheet1") Is Nothing Then
+        ' Read data from Sheet1
+        For Each rw In wb.Sheets("Sheet1").UsedRange.Rows
+                  ' Check if first cell is empty
+            If Trim(rw.Cells(1)) <> "" Then
+                ' Print value of first column of current row to immediate window
+                row_count = row_count + 1
+            Else
+                ' First cell in current row is empty, so break the loop
+                Exit For
+            End If
+
+        Next rw
+    End If
+
+    ' read table content
+    i = 1
+    firstRow = True
+
+    ' Look for Sheet1 and stop execution if it doesn't exist
+    If Not wb.Sheets("Sheet1") Is Nothing Then
+        ' Read data from Sheet1
+        For Each rw In wb.Sheets("Sheet1").UsedRange.Rows
+            ' Check if first cell is empty
+            If (firstRow = False) Then
+              If (Trim(rw.Cells(1)) <> "") Then
+                  ' Print value of first column of current row to immediate window
+                  arrResults(i, 1) = rw.Cells(1).Value
+                  arrResults(i, 2) = rw.Cells(2).Value
+                  arrResults(i, 3) = rw.Cells(3).Value
+                  arrResults(i, 4) = rw.Cells(4).Value
+                  arrResults(i, 5) = rw.Cells(5).Value
+                  arrResults(i, 6) = rw.Cells(6).Value
+
+                  i = i + 1
+              Else
+                  ' First cell in current row is empty, so break the loop
+                  Exit For
+              End If
+            End If
+            firstRow = False
+
+        Next rw
+
+    Else
+        MsgBox """Sheet1"" does not exist in workbook at " & sPath, vbExclamation, "Warning"
+        Exit Function
+    End If
+
+    Debug.Print arrResults(150, 2)
+
+    wb.Close savechanges:=False
+
+    Run = Array(arrResults, row_count - 1)
+End Function
+
+
+

jimmycheung93/task4/1/ReadProductSalesWorkbook.bas

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+Attribute VB_Name = "ReadProductSalesWorkbook"
+
+Function Run(ByRef sPath As String) As Variant
+    Dim wb As Workbook
+    Dim arrResults(999, 20) As Variant
+    Dim row() As Variant
+    Dim i As Integer
+    Dim row_count As Integer
+    Dim firstRow As Boolean
+    Dim rw As Range
+
+    ' Try to open the workbook
+    On Error Resume Next
+    Set wb = Workbooks.Open(sPath)
+    On Error GoTo 0
+
+    ' Check if the opening was successful
+    If wb Is Nothing Then
+        MsgBox "Could not open workbook at " & sPath, vbCritical, "Error"
+        Exit Function
+    End If
+
+    row_count = 0
+    If Not wb.Sheets("Sheet1") Is Nothing Then
+        ' Read data from Sheet1
+        For Each rw In wb.Sheets("Sheet1").UsedRange.Rows
+                  ' Check if first cell is empty
+            If Trim(rw.Cells(1)) <> "" Then
+                ' Print value of first column of current row to immediate window
+                row_count = row_count + 1
+            Else
+                ' First cell in current row is empty, so break the loop
+                Exit For
+            End If
+
+        Next rw
+    End If
+
+    ' read table content
+    i = 1
+    firstRow = True
+
+    ' Look for Sheet1 and stop execution if it doesn't exist
+    If Not wb.Sheets("Sheet1") Is Nothing Then
+        ' Read data from Sheet1
+        For Each rw In wb.Sheets("Sheet1").UsedRange.Rows
+            ' Check if first cell is empty
+            If (firstRow = False) Then
+              If (Trim(rw.Cells(1)) <> "") Then
+                  ' Print value of first column of current row to immediate window
+                  arrResults(i, 1) = rw.Cells(1).Value
+                  arrResults(i, 2) = rw.Cells(2).Value
+                  arrResults(i, 3) = rw.Cells(3).Value
+                  arrResults(i, 4) = rw.Cells(4).Value
+                  arrResults(i, 5) = rw.Cells(5).Value
+                  arrResults(i, 6) = rw.Cells(6).Value
+
+                  i = i + 1
+              Else
+                  ' First cell in current row is empty, so break the loop
+                  Exit For
+              End If
+            End If
+            firstRow = False
+
+        Next rw
+
+    Else
+        MsgBox """Sheet1"" does not exist in workbook at " & sPath, vbExclamation, "Warning"
+        Exit Function
+    End If
+
+    Debug.Print arrResults(150, 1)
+
+    wb.Close savechanges:=False
+
+    Run = Array(arrResults, row_count - 1)
+End Function
+

jimmycheung93/task4/1/SAMonthAndQuart.bas

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+Attribute VB_Name = "SAMonthAndQuart"
+
+Function CalcSalesAnalysisMonthlyAndQuart(ByVal TablesMeta As Variant) As Variant
+
+    Dim quarter(4) As Double
+    Dim quaterly_margin(4) As Double
+    Dim quaterly_comission(4) As Double
+    Dim quaterly_sales(4) As Double
+
+    Dim calc_monthly_product_category(12) As String
+    Dim monthly_product_category(12) As String
+
+    Dim monthly_selling_unit(12) As Double
+    Dim monthly_sales(12) As Double
+    Dim monthly_margin(12) As Double
+    Dim monthly_commission(12) As Double
+
+
+    ' Dim monthly_commission_per_agent(999, 2) As String
+    Dim comission_array_for_sorting(999) As Double
+    Dim monthly_commission_per_agent
+    Set monthly_commission_per_agent = CreateObject("Scripting.Dictionary")
+
+    Dim sales_agent_names
+    Set sales_agent_names = CreateObject("Scripting.Dictionary")
+
+    Dim val_agent_sale_sales_num As String
+    Dim val_agent_sale_date As String
+    Dim val_agent_sale_agent_name As String
+    Dim val_agent_sale_team As String
+    Dim val_agent_sale_selling_price As String
+    Dim val_agent_sale_commision_pct As String
+
+    Dim val_product_sales_sales_num As String
+    Dim val_product_sales_date As String
+    Dim val_product_sales_product_category As String
+    Dim val_product_sales_selling_unit As String
+    Dim val_product_sales_selling_price As String
+    Dim val_product_sales_comission As String
+    Dim val_product_sales_total_comission As String
+
+    ' product sales calculation
+    Dim val_product_sales_margin As Double
+
+
+    Dim dt As Date
+    Dim intMonth As Integer
+    Dim intQuarter As Integer
+
+    Dim agent_sales_table As Variant
+    Dim product_sales_table As Variant
+    Dim agent_working_performance As Variant
+
+    agent_sales_table = TablesMeta(0)
+    product_sales_table = TablesMeta(1)
+    agent_working_performance = TablesMeta(2)
+
+
+    Dim agent_sales_table_row As Variant
+    agent_sales_table_rows = agent_sales_table(0)
+
+    Dim product_sales_table_row As Variant
+    product_sales_table_row = product_sales_table(0)
+
+    Dim agent_working_performance_row As Variant
+    agent_working_performance_row = agent_working_performance(0)
+
+
+    Dim top_comission(12, 3) As Double
+
+
+    For i = 1 To agent_sales_table(1)
+        val_agent_sale_date = agent_sales_table_rows(i, 2)
+
+        dt = DateValue(val_agent_sale_date)
+        intMonth = month(dt)
+        intQuarter = Int((intMonth - 1) / 3) + 1
+
+        val_agent_sale_sales_num = agent_sales_table_rows(i, 1)
+
+        val_agent_sale_agent_name = agent_sales_table_rows(i, 3)
+        val_agent_sale_team = agent_sales_table_rows(i, 4)
+        val_agent_sale_selling_price = agent_sales_table_rows(i, 5)
+        val_agent_sale_commision_pct = agent_sales_table_rows(i, 6)
+
+    Next i
+
+    For ps = 1 To product_sales_table(1)
+        val_product_sales_date = product_sales_table_row(ps, 2)
+
+        dt = DateValue(val_product_sales_date)
+        intMonth = month(dt)
+        intQuarter = Int((intMonth - 1) / 3) + 1
+
+        val_agent_sale_agent_name = agent_sales_table_rows(ps, 3)
+
+        val_product_sales_sales_num = product_sales_table_row(ps, 1)
+        val_product_sales_product_category = product_sales_table_row(ps, 3)
+        val_product_sales_selling_unit = product_sales_table_row(ps, 4)
+        val_product_sales_selling_price = product_sales_table_row(ps, 5)
+
+        val_agent_sale_commision_pct = agent_sales_table_rows(ps, 6)
+        ' val_product_sales_total_comission = product_sales_table_row(i, 7)
+
+        If InStr(calc_monthly_product_category(intMonth), val_product_sales_product_category) < 1 Then
+            calc_monthly_product_category(intMonth) = calc_monthly_product_category(intMonth) + STRING_SEPERATOR + val_product_sales_product_category
+        End If
+
+
+        'calculate comission
+        val_product_sales_comission = val_product_sales_selling_unit * val_product_sales_selling_price * val_agent_sale_commision_pct
+        product_sales_table_row(ps, 6) = val_product_sales_comission
+
+        ' calc margin
+        val_product_sales_margin = val_product_sales_selling_price - val_product_sales_comission
+        product_sales_table_row(ps, 7) = val_product_sales_margin
+
+        'monthly calculation
+        monthly_selling_unit(intMonth) = monthly_selling_unit(intMonth) + val_product_sales_selling_unit
+        monthly_sales(intMonth) = monthly_sales(intMonth) + val_product_sales_selling_price
+        monthly_commission(intMonth) = monthly_commission(intMonth) + val_product_sales_comission
+        monthly_margin(intMonth) = monthly_margin(intMonth) + val_product_sales_margin
+
+        'quartely calculation
+        quaterly_sales(intQuarter) = quaterly_sales(intQuarter) + val_product_sales_comission
+        quaterly_margin(intQuarter) = quaterly_margin(intQuarter) + val_product_sales_margin
+        quaterly_comission(intQuarter) = quaterly_comission(intQuarter) + val_product_sales_comission
+
+    Next ps
+
+
+    ' get monthly sales by agent
+    For ps = 1 To product_sales_table(1)
+        Dim temp_key As String
+        temp_key = val_agent_sale_agent_name + "," + CStr(intMonth)
+
+        If (Not (IsEmpty(temp_key)) And Not (monthly_commission_per_agent.exists(temp_key))) Then
+            For j = 1 To 12
+                monthly_commission_per_agent(val_agent_sale_agent_name + "," + CStr(j)) = 0
+
+            Next j
+        End If
+
+        monthly_commission_per_agent(temp_key) = monthly_commission_per_agent(temp_key) + val_product_sales_comission
+    Next ps
+
+
+    ' get first 3 per comission per month
+    For m = 1 To 12
+        Dim temp_sort(20) As Double
+
+
+        j = 0
+        For Each agent_name_and_month In monthly_commission_per_agent.Keys
+            If (Split(agent_name_and_month, ",")(1) = CStr(m)) Then
+                temp_sort(j) = monthly_commission_per_agent(agent_name_and_month)
+                j = j + 1
+            End If
+        Next agent_name_and_month
+
+        sortedArray = SortArray(temp_sort)
+
+        top_comission(m, 0) = sortedArray(0)
+        top_comission(m, 1) = sortedArray(1)
+        top_comission(m, 2) = sortedArray(2)
+
+        ' total comission
+        product_sales_table_row(m, 7) = product_sales_table_row(m, 6) + bonus
+    Next m
+
+    For m = 1 To 12
+        Dim temp() As String
+        temp = Split(calc_monthly_product_category(m), STRING_SEPERATOR)
+        monthly_product_category(m) = CStr(UBound(temp)) + "(" + Join(temp, ",") + ")"
+    Next m
+
+    'get the total commission with bonus
+
+    CalcSalesAnalysisMonthlyAndQuart = Array(monthly_product_category, monthly_selling_unit, monthly_sales, quaterly_sales, monthly_commission, monthly_margin, quaterly_margin, quaterly_comission)
+End Function
+
+
+
+
+Function WriteSalesAnalysisMonthlyAndQuart(ByVal calc_result As Variant, ByVal file_path As String, ByRef wb As Workbook)
+    Application.DisplayAlerts = False
+
+    Const HEADER_ROW As Long = 1
+    Const START_CELL As String = "A2"
+    Dim ws As Worksheet
+    Dim startCell As Range
+
+    ' Open the workbook
+    ' Set wb = Workbooks.Open(FILE_PATH)
+
+    ' Check if the sheet exists
+    On Error Resume Next
+    Set ws = wb.Sheets("Sales Analysis Monthly & Quart")
+    On Error GoTo 0
+
+    ' If not found, create a new sheet
+    If ws Is Nothing Then
+        Set ws = wb.Sheets.Add(After:=wb.Sheets(wb.Sheets.Count))
+        ws.Name = "Sales Analysis Monthly & Quart"
+    Else
+        ' Empty the entire sheet
+        ws.UsedRange.ClearContents
+    End If
+
+    ' Write headers
+    With ws.Rows(HEADER_ROW)
+        .Cells(1).Value = "Month"
+        .Cells(2).Value = "Quarter"
+        .Cells(3).Value = "Product Category"
+        .Cells(4).Value = "Selling Unit"
+        .Cells(5).Value = "Monthly Sales"
+        .Cells(6).Value = "Quartely Sales"
+        .Cells(7).Value = "Commission"
+        .Cells(8).Value = "Monthly Margin"
+        .Cells(9).Value = "Quaterly Margin"
+        .Cells(10).Value = "Quaterly Commission"
+    End With
+
+    ' Write month names
+    Set startCell = ws.Range("A2")
+    Dim monthNames() As Variant
+    monthNames = Array("January", "February", "March", "April", "May", "June", "July", "August", "September", "October", "November", "December")
+
+    Dim monthly_product_category As Variant
+    Dim monthly_sales As Variant
+
+    monthly_product_category = calc_result(0)
+    monthly_selling_unit = calc_result(1)
+    monthly_sales = calc_result(2)
+    quaterly_sales = calc_result(3)
+    monthly_commission = calc_result(4)
+    monthly_margin = calc_result(5)
+    quaterly_margin = calc_result(6)
+    quaterly_comission = calc_result(7)
+
+    'output content
+    For m = LBound(monthNames) To UBound(monthNames)
+        Dim quarter, month As Integer
+        month = m + 1
+        quarter = GetQuarterFromMonth(month)
+
+        startCell.Offset(m, 0).Value = monthNames(m)
+        startCell.Offset(m, 1).Value = monthly_product_category(month)
+        startCell.Offset(m, 2).Value = monthly_selling_unit(month)
+        startCell.Offset(m, 3).Value = monthly_sales(month)
+        startCell.Offset(m, 4).Value = monthly_sales(month)
+        startCell.Offset(m, 5).Value = quaterly_sales(quarter)
+        startCell.Offset(m, 6).Value = monthly_commission(month)
+        startCell.Offset(m, 7).Value = monthly_margin(month)
+        startCell.Offset(m, 8).Value = quaterly_margin(quarter)
+        startCell.Offset(m, 9).Value = quaterly_comission(quarter)
+
+
+    Next m
+
+
+    Range("A1:J1").Interior.Color = RGB(252, 229, 205)
+    Dim column_used As Variant
+    column_used = Array("A", "B", "C", "D", "E", "F", "G", "H", "I", "J")
+
+    For c = LBound(column_used) To UBound(column_used)
+      Columns(column_used(c)).EntireColumn.AutoFit
+    Next c
+
+    'rgb(255, 242, 204)
+    Range("A5:J7").Interior.Color = RGB(255, 242, 204)
+    Range("A11:J13").Interior.Color = RGB(255, 242, 204)
+
+    Dim columns_need_merge As Variant
+    columns_need_merge = Array("F", "I", "J")
+
+    For c = LBound(columns_need_merge) To UBound(columns_need_merge)
+      Dim column As String
+      column = columns_need_merge(c)
+      With Range(column & "2:" & column & "4")
+          .Merge  ' merges cells F5, F6, and F7 into a single cell
+          .VerticalAlignment = xlVAlignCenter ' centering the text vertically within the merged cell
+          .HorizontalAlignment = xlHAlignRight  ' centering the text horizontally across the merged cell
+      End With
+
+      With Range(column & "5:" & column & "7")
+          .Merge  ' merges cells F5, F6, and F7 into a single cell
+          .VerticalAlignment = xlVAlignCenter ' centering the text vertically within the merged cell
+          .HorizontalAlignment = xlHAlignRight  ' centering the text horizontally across the merged cell
+      End With
+
+      With Range(column & "8:" & column & "10")
+          .Merge  ' merges cells F5, F6, and F7 into a single cell
+          .VerticalAlignment = xlVAlignCenter ' centering the text vertically within the merged cell
+          .HorizontalAlignment = xlHAlignRight  ' centering the text horizontally across the merged cell
+      End With
+
+      With Range(column & "11:" & column & "13")
+          .Merge  ' merges cells F5, F6, and F7 into a single cell
+          .VerticalAlignment = xlVAlignCenter ' centering the text vertically within the merged cell
+          .HorizontalAlignment = xlHAlignRight  ' centering the text horizontally across the merged cell
+      End With
+    Next c
+
+    ' Save and close the workbook
+    ' wb.Close SaveChanges:=True
+End Function
+
+
+
+
+
+

jimmycheung93/task4/1/SAMonthAndQuartGraph.bas

@@ -0,0 +1,169 @@
+Attribute VB_Name = "SAMonthAndQuartGraph"
+
+
+Function MonthlySalesAmountTable(ByVal calc_result As Variant, ByVal file_path As String)
+    Const HEADER_ROW As Long = 1
+    Const START_CELL As String = "A1"
+    Dim wb As Workbook
+    Dim ws As Worksheet
+    Dim startCell As Range
+
+    ' Open the workbook
+    Set wb = Workbooks.Open(file_path)
+    Set ws = wb.Sheets("Sales Analysis Monthly_Quartery")
+
+    ' Write headers
+    Set startCell = ws.Range(START_CELL)
+    With startCell
+        .Value = "Monthly Sales Amount in 2023"
+    End With
+
+    With startCell
+        .Offset(1, 0).Value = "date"
+        .Offset(1, 1).Value = "Monthly Sales"
+    End With
+
+    Set startCell = ws.Range("A3")
+    Dim monthNames() As Variant
+    monthNames = Array("Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec")
+
+    Dim monthly_sales As Variant
+    monthly_sales = calc_result(2)
+
+    For m = LBound(monthNames) To UBound(monthNames)
+        startCell.Offset(m, 0).Value = monthNames(m)
+        startCell.Offset(m, 1).Value = monthly_sales(m + 1)
+    Next m
+
+    ' Save and close the workbook
+    ' wb.Close SaveChanges:=True
+End Function
+
+
+Function MonthlySalesAmountGraph(ByVal file_path As String)
+    Dim wb As Workbook
+    Dim ws As Worksheet
+
+    Set wb = Workbooks.Open(file_path)
+    Set ws = wb.Sheets("Sales Analysis Monthly_Quartery")
+
+    Range("A2:B14").Select
+
+    ' insert graph
+    ActiveSheet.Shapes.AddChart2(332, xlLineMarkers).Select
+    ActiveChart.SetSourceData Source:=Range("$A$2:$B$14")
+    ActiveChart.SetElement (msoElementPrimaryCategoryAxisTitleAdjacentToAxis)
+    Selection.Format.TextFrame2.TextRange.Characters.Text = "Date range"
+
+    Set cho = ws.ChartObjects(1)
+    Set cht = cho.Chart
+
+    ' update chart styling
+    cht.SetElement (msoElementPrimaryValueAxisTitleAdjacentToAxis)
+
+    '# set your axis in a variable
+    Set ax = cht.Axes(xlValue, xlPrimary)
+    '# Make sure your axis HAS a title
+    ax.HasTitle = True
+    With ax.AxisTitle.Format.TextFrame2.TextRange
+        .Characters.Text = "Primary Y-Axis"
+        With .Characters(1, 14).ParagraphFormat
+            .TextDirection = msoTextDirectionLeftToRight
+            .Alignment = msoAlignCenter
+        End With
+    End With
+
+    cho.Top = 0
+    cho.Left = 0
+    cho.Width = 400
+    cho.Height = 300
+
+End Function
+
+
+Function MonthlySalesComissionTable(ByVal calc_result As Variant, ByVal file_path As String)
+    Const HEADER_ROW As Long = 1
+    Const START_CELL As String = "F1"
+    Dim wb As Workbook
+    Dim ws As Worksheet
+    Dim startCell As Range
+
+    ' Open the workbook
+    Set wb = Workbooks.Open(file_path)
+    Set ws = wb.Sheets("Sales Analysis Monthly_Quartery")
+
+    ' Write headers
+    Set startCell = ws.Range(START_CELL)
+    With startCell
+        .Value = "Monthly Sales Comission in 2023"
+    End With
+
+    With startCell
+        .Offset(1, 0).Value = "date"
+        .Offset(1, 1).Value = "Monthly Sales Commission"
+    End With
+
+    Set startCell = ws.Range("F3")
+    Dim monthNames() As Variant
+    monthNames = Array("Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec")
+
+    monthly_commission = calc_result(4)
+    For m = LBound(monthNames) To UBound(monthNames)
+        startCell.Offset(m, 0).Value = monthNames(m)
+        startCell.Offset(m, 1).Value = monthly_commission(m + 1)
+    Next m
+
+    ' Save and close the workbook
+    ' wb.Close SaveChanges:=True
+End Function
+
+
+Function MonthlySalesComissionGraph(ByVal file_path As String)
+    Dim wb As Workbook
+    Dim ws As Worksheet
+
+    Set wb = Workbooks.Open(file_path)
+    Set ws = wb.Sheets("Sales Analysis Monthly_Quartery")
+
+    ' insert graph
+    ActiveSheet.Shapes.AddChart2(332, xlLineMarkers).Select
+    ActiveChart.SetSourceData Source:=Range("$F$2:$G$14")
+
+    ActiveChart.SetElement (msoElementPrimaryCategoryAxisTitleAdjacentToAxis)
+    Selection.Format.TextFrame2.TextRange.Characters.Text = "Date range chart2"
+
+    Set cho = ws.ChartObjects(2)
+    Set cht = cho.Chart
+
+    ' update chart styling
+    cht.SetElement (msoElementPrimaryValueAxisTitleAdjacentToAxis)
+
+    '# set your axis in a variable
+    Set ax = cht.Axes(xlValue, xlPrimary)
+    '# Make sure your axis HAS a title
+    ax.HasTitle = True
+    With ax.AxisTitle.Format.TextFrame2.TextRange
+        .Characters.Text = "Primary Y-Axis"
+        With .Characters(1, 14).ParagraphFormat
+            .TextDirection = msoTextDirectionLeftToRight
+            .Alignment = msoAlignCenter
+        End With
+    End With
+
+    cho.Top = 0
+    cho.Left = 400
+    cho.Width = 400
+    cho.Height = 300
+
+End Function
+
+
+Function Helloworld()
+  Debug.Print "helloworld SalesAnalysisMonthAndQuartGraph"
+
+End Function
+
+
+
+
+

jimmycheung93/task4/1/SAProdCatGraph.bas

@@ -0,0 +1,227 @@
+Attribute VB_Name = "SAProdCatGraph"
+
+Function SalesAmountTable(ByVal calc_result As Variant, ByVal file_path As String, ByVal int_month As Integer)
+
+    Const START_CELL As String = "A1"
+    Dim wb As Workbook
+    Dim ws As Worksheet
+    Dim startCell As Range
+
+    Dim row As Integer
+
+    ' Load sales amount by month for different types of insurance
+    Dim TravelInsuranceByMonth() As Variant
+    Dim HealthInsuranceByMonth() As Variant
+    Dim LifeInsuranceByMonth() As Variant
+    Dim VehicleInsuranceByMonth() As Variant
+    Dim AccidentInsuranceByMonth() As Variant
+
+    TravelInsuranceByMonth = calc_result(0)
+    HealthInsuranceByMonth = calc_result(1)
+    LifeInsuranceByMonth = calc_result(2)
+    VehicleInsuranceByMonth = calc_result(3)
+    AccidentInsuranceByMonth = calc_result(4)
+
+    ' Open the workbook
+    Set wb = Workbooks.Open(file_path)
+    Set ws = wb.Sheets("Sales Analysis Product Category")
+
+    Dim InstType() As Variant
+    InstType = Array("Accident insurance", "Vehicle insurance", "Life insurance", "Health insurance", "Travel insurance")
+
+    ' Write headers
+    Set startCell = ws.Range(START_CELL)
+
+    'generate graph by month
+    For m = LBound(MONTH_NAMES) To UBound(MONTH_NAMES)
+      month_name = MONTH_NAMES(m)
+
+      row = 0
+      startCell.Offset(row, 0 + (m * 3)).Value = "Sales unit of " & month_name
+
+      row = row + 1
+      startCell.Offset(row, 0 + (m * 3)).Value = "Type"
+      startCell.Offset(row, 1 + (m * 3)).Value = "Sales"
+
+      row = row + 1
+      startCell.Offset(row, 0 + (m * 3)).Value = "Accident insurance"
+      startCell.Offset(row, 1 + (m * 3)).Value = AccidentInsuranceByMonth(m + 1)
+
+      row = row + 1
+      startCell.Offset(row, 0 + (m * 3)).Value = "Vehicle insurance"
+      startCell.Offset(row, 1 + (m * 3)).Value = VehicleInsuranceByMonth(m + 1)
+
+      row = row + 1
+      startCell.Offset(row, 0 + (m * 3)).Value = "Life insurance"
+      startCell.Offset(row, 1 + (m * 3)).Value = LifeInsuranceByMonth(m + 1)
+
+      row = row + 1
+      startCell.Offset(row, 0 + (m * 3)).Value = "Health insurance"
+      startCell.Offset(row, 1 + (m * 3)).Value = HealthInsuranceByMonth(m + 1)
+
+      row = row + 1
+      startCell.Offset(row, 0 + (m * 3)).Value = "Travel insurance"
+      startCell.Offset(row, 1 + (m * 3)).Value = TravelInsuranceByMonth(m + 1)
+
+    Next m
+
+End Function
+
+
+Function SalesAmountGraph(ByVal calc_result As Variant, ByVal file_path As String, ByVal int_month As Integer)
+    Dim wb As Workbook
+    Dim ws As Worksheet
+
+    ' Define the top and left positions for each graph
+    Dim YEAR_GRAPHS_TOP As Variant
+    Dim YEAR_GRAPHS_LEFT As Variant
+    YEAR_GRAPHS_TOP = Array(0, 0, 0, 300, 300, 300, 600, 600, 600, 900, 900, 900)
+    YEAR_GRAPHS_LEFT = Array(0, 400, 800, 0, 400, 800, 0, 400, 800, 0, 400, 800)
+
+    ' Define the range for data of each graph
+    Dim DATA_RANGES As Variant
+    DATA_RANGES = Array("A2:B7", "D2:E7", "G2:H7", "J2:K7", "M2:N7", "P2:Q7", "S2:T7", "V2:W7", "Y2:Z7", "AB2:AC7", "AE2:AF7", "AH2:AI7")
+
+    Set wb = Workbooks.Open(file_path)
+    Set ws = wb.Sheets("Sales Analysis Product Category")
+
+    'generate graph by month
+    For m = LBound(MONTH_NAMES) To UBound(MONTH_NAMES)
+      month_name = MONTH_NAMES(m)
+      data_range = DATA_RANGES(m)
+
+      ' insert graph
+      ActiveSheet.Shapes.AddChart2(251, xlPie).Select
+      ActiveChart.SetSourceData Source:=Range(data_range)
+
+      ActiveChart.SetElement (msoElementLegendNone)
+      ActiveChart.SetElement (msoElementDataLabelCallout)
+      ActiveChart.ChartTitle.Select
+      ActiveChart.ChartTitle.Text = "Sales amount of " & month_name
+      Selection.Format.TextFrame2.TextRange.Characters.Text = "Sales amount of " & month_name
+
+      Set cho = ws.ChartObjects(ws.ChartObjects.Count)
+      Set cht = cho.Chart
+      cho.Top = YEAR_GRAPHS_TOP(m)
+      cho.Left = YEAR_GRAPHS_LEFT(m)
+      cho.Width = 400
+      cho.Height = 300
+
+    Next m
+
+End Function
+
+
+Function SalesUnitTable(ByVal calc_result As Variant, ByVal file_path As String, ByVal int_month As Integer)
+    Const START_CELL As String = "A10"
+    Dim wb As Workbook
+    Dim ws As Worksheet
+    Dim startCell As Range
+
+    Dim row As Integer
+
+    Dim TravelInsuranceByMonth As Variant
+    Dim HealthInsuranceByMonth As Variant
+    Dim LifeInsuranceByMonth As Variant
+    Dim VehicleInsuranceByMonth As Variant
+    Dim AccidentInsuranceByMonth As Variant
+
+    TravelInsuranceByMonth = calc_result(0)
+    HealthInsuranceByMonth = calc_result(1)
+    LifeInsuranceByMonth = calc_result(2)
+    VehicleInsuranceByMonth = calc_result(3)
+    AccidentInsuranceByMonth = calc_result(4)
+
+    ' Open the workbook
+    Set wb = Workbooks.Open(file_path)
+    Set ws = wb.Sheets("Sales Analysis Product Category")
+
+    Dim InstType() As Variant
+    InstType = Array("Accident insurance", "Vehicle insurance", "Life insurance", "Health insurance", "Travel insurance")
+
+    ' Write headers
+    Set startCell = ws.Range(START_CELL)
+
+    'generate graph by month
+    For m = LBound(MONTH_NAMES) To UBound(MONTH_NAMES)
+      month_name = MONTH_NAMES(m)
+
+      row = 0
+      startCell.Offset(row, 0 + (m * 3)).Value = "Sales amount of " & month_name
+
+      row = row + 1
+      startCell.Offset(row, 0 + (m * 3)).Value = "Type"
+      startCell.Offset(row, 1 + (m * 3)).Value = "Sales"
+
+      row = row + 1
+      startCell.Offset(row, 0 + (m * 3)).Value = "Accident insurance"
+      startCell.Offset(row, 1 + (m * 3)).Value = AccidentInsuranceByMonth(m + 1)
+
+      row = row + 1
+      startCell.Offset(row, 0 + (m * 3)).Value = "Vehicle insurance"
+      startCell.Offset(row, 1 + (m * 3)).Value = VehicleInsuranceByMonth(m + 1)
+
+      row = row + 1
+      startCell.Offset(row, 0 + (m * 3)).Value = "Life insurance"
+      startCell.Offset(row, 1 + (m * 3)).Value = LifeInsuranceByMonth(m + 1)
+
+      row = row + 1
+      startCell.Offset(row, 0 + (m * 3)).Value = "Health insurance"
+      startCell.Offset(row, 1 + (m * 3)).Value = HealthInsuranceByMonth(m + 1)
+
+      row = row + 1
+      startCell.Offset(row, 0 + (m * 3)).Value = "Travel insurance"
+      startCell.Offset(row, 1 + (m * 3)).Value = TravelInsuranceByMonth(m + 1)
+
+    Next m
+
+End Function
+
+
+Function SalesUnitGraph(ByVal calc_result As Variant, ByVal file_path As String, ByVal int_month As Integer)
+    Dim wb As Workbook
+    Dim ws As Worksheet
+
+    Dim YEAR_GRAPHS_TOP As Variant
+    Dim YEAR_GRAPHS_LEFT As Variant
+    YEAR_GRAPHS_TOP = Array(1200, 1200, 1200, 1200 + 300, 1200 + 300, 1200 + 300, 1200 + 600, 1200 + 600, 1200 + 600, 1200 + 900, 1200 + 900, 1200 + 900)
+    YEAR_GRAPHS_LEFT = Array(0, 400, 800, 0, 400, 800, 0, 400, 800, 0, 400, 800)
+
+    Dim DATA_RANGES As Variant
+    DATA_RANGES = Array("A11:B16", "D11:E16", "G11:H16", "J11:K16", "M11:N16", "P11:Q16", "S11:T16", "V11:W16", "Y11:Z16", "AB11:AC16", "AE11:AF16", "AH11:AI16")
+
+    Set wb = Workbooks.Open(file_path)
+    Set ws = wb.Sheets("Sales Analysis Product Category")
+
+    'generate graph by month
+    For m = LBound(MONTH_NAMES) To UBound(MONTH_NAMES)
+      month_name = MONTH_NAMES(m)
+      data_range = DATA_RANGES(m)
+
+      ' insert graph
+      ActiveSheet.Shapes.AddChart2(251, xlPie).Select
+      ActiveChart.SetSourceData Source:=Range(data_range)
+
+      ActiveChart.SetElement (msoElementLegendNone)
+      ActiveChart.SetElement (msoElementDataLabelCallout)
+      ActiveChart.ChartTitle.Text = "Sales unit of " & month_name
+      Selection.Format.TextFrame2.TextRange.Characters.Text = "Sales unit of " & month_name
+
+      Set cho = ws.ChartObjects(ws.ChartObjects.Count)
+      Set cht = cho.Chart
+      cho.Top = YEAR_GRAPHS_TOP(m)
+      cho.Left = YEAR_GRAPHS_LEFT(m)
+      cho.Width = 400
+      cho.Height = 300
+
+    Next m
+
+End Function
+
+
+Function Helloworld()
+  Debug.Print "helloworld Sales_Analysis_Product_Category"
+End Function
+
+
+

jimmycheung93/task4/1/SAProductCategory.bas

@@ -0,0 +1,382 @@
+Attribute VB_Name = "SAProductCategory"
+
+Function CalcSalesAnalysisFileSalesAmount(ByVal TablesMeta As Variant) As Variant
+    Dim agent_sales_table As Variant
+    Dim product_sales_meta As Variant
+    Dim product_sales_table As Variant
+    Dim ps_rows As Double
+    Dim agent_working_performance As Variant
+
+    ' agent_sales_table = TablesMeta(0)
+    ' agent_working_performance = TablesMeta(2)
+
+    Dim VehicleInsuranceByMonth(12) As Double
+    Dim TravelInsuranceByMonth(12) As Double
+    Dim LifeInsuranceByMonth(12) As Double
+    Dim HealthInsuranceByMonth(12) As Double
+    Dim AccidentInsuranceByMonth(12) As Double
+    Dim MonthlyTotal(12) As Double
+    Dim QuartelyTotal(4) As Double
+
+    product_sales_table = TablesMeta(1)
+    Dim product_sales_table_row As Variant
+    product_sales_table_row = product_sales_table(0)
+
+    Dim val_agent_sale_sales_num As String
+    Dim val_agent_sale_date As String
+    Dim val_agent_sale_agent_name As String
+    Dim val_agent_sale_team As String
+    Dim val_agent_sale_selling_price As String
+    Dim val_agent_sale_commision_pct As String
+
+    Dim val_product_sales_sales_num As String
+    Dim val_product_sales_date As String
+    Dim val_product_sales_product_category As String
+    Dim val_product_sales_selling_unit As String
+    Dim val_product_sales_selling_price As String
+    Dim val_product_sales_comission As String
+    Dim val_product_sales_total_comission As String
+
+    Dim subColumn() As Variant
+    subColumn = Array("Travel insurance", "Health insurance", "Life insurance", "Vehicle insurance", "Accident insurance", "Monthly Total", "Quaterly Total")
+
+    For ps = 1 To product_sales_table(1)
+        val_product_sales_date = product_sales_table_row(ps, 2)
+        val_product_sales_selling_price = product_sales_table_row(ps, 5)
+
+        dt = DateValue(val_product_sales_date)
+        intMonth = month(dt)
+        intQuarter = Int((intMonth - 1) / 3) + 1
+
+        val_product_sales_product_category = product_sales_table_row(ps, 3)
+
+        If val_product_sales_product_category = "Travel insurance" Then
+          TravelInsuranceByMonth(intMonth) = TravelInsuranceByMonth(intMonth) + val_product_sales_selling_price
+        End If
+        If val_product_sales_product_category = "Health insurance" Then
+          HealthInsuranceByMonth(intMonth) = HealthInsuranceByMonth(intMonth) + val_product_sales_selling_price
+        End If
+        If val_product_sales_product_category = "Life insurance" Then
+          LifeInsuranceByMonth(intMonth) = LifeInsuranceByMonth(intMonth) + val_product_sales_selling_price
+        End If
+        If val_product_sales_product_category = "Vehicle insurance" Then
+          VehicleInsuranceByMonth(intMonth) = VehicleInsuranceByMonth(intMonth) + val_product_sales_selling_price
+        End If
+        If val_product_sales_product_category = "Accident insurance" Then
+          AccidentInsuranceByMonth(intMonth) = AccidentInsuranceByMonth(intMonth) + val_product_sales_selling_price
+        End If
+
+        MonthlyTotal(intMonth) = MonthlyTotal(intMonth) + val_product_sales_selling_price
+        QuartelyTotal(intQuarter) = QuartelyTotal(intQuarter) + val_product_sales_selling_price
+    Next ps
+
+    CalcSalesAnalysisFileSalesAmount = Array(TravelInsuranceByMonth, HealthInsuranceByMonth, LifeInsuranceByMonth, VehicleInsuranceByMonth, AccidentInsuranceByMonth, MonthlyTotal, QuartelyTotal)
+
+End Function
+
+
+Function CalcSalesAnalysisFileSalesUnit(ByVal TablesMeta As Variant) As Variant
+    Dim agent_sales_table As Variant
+    Dim product_sales_meta As Variant
+    Dim product_sales_table As Variant
+    Dim ps_rows As Double
+    Dim agent_working_performance As Variant
+
+    ' agent_sales_table = TablesMeta(0)
+    ' agent_working_performance = TablesMeta(2)
+
+    Dim VehicleInsuranceByMonth(12) As Double
+    Dim TravelInsuranceByMonth(12) As Double
+    Dim LifeInsuranceByMonth(12) As Double
+    Dim HealthInsuranceByMonth(12) As Double
+    Dim AccidentInsuranceByMonth(12) As Double
+    Dim MonthlyTotal(12) As Double
+    Dim QuartelyTotal(4) As Double
+
+    product_sales_table = TablesMeta(1)
+    Dim product_sales_table_row As Variant
+    product_sales_table_row = product_sales_table(0)
+
+    Dim val_agent_sale_sales_num As String
+    Dim val_agent_sale_date As String
+    Dim val_agent_sale_agent_name As String
+    Dim val_agent_sale_team As String
+    Dim val_agent_sale_selling_price As String
+    Dim val_agent_sale_commision_pct As String
+
+    Dim val_product_sales_sales_num As String
+    Dim val_product_sales_date As String
+    Dim val_product_sales_product_category As String
+    Dim val_product_sales_selling_unit As String
+    Dim val_product_sales_comission As String
+    Dim val_product_sales_total_comission As String
+
+    Dim subColumn() As Variant
+    subColumn = Array("Travel insurance", "Health insurance", "Life insurance", "Vehicle insurance", "Accident insurance", "Monthly Total", "Quaterly Total")
+
+    For ps = 1 To product_sales_table(1)
+        val_product_sales_date = product_sales_table_row(ps, 2)
+        val_product_sales_selling_unit = product_sales_table_row(ps, 4)
+
+        dt = DateValue(val_product_sales_date)
+        intMonth = month(dt)
+        intQuarter = Int((intMonth - 1) / 3) + 1
+
+        val_product_sales_product_category = product_sales_table_row(ps, 3)
+
+        If val_product_sales_product_category = "Travel insurance" Then
+          TravelInsuranceByMonth(intMonth) = TravelInsuranceByMonth(intMonth) + val_product_sales_selling_unit
+        End If
+        If val_product_sales_product_category = "Health insurance" Then
+          HealthInsuranceByMonth(intMonth) = HealthInsuranceByMonth(intMonth) + val_product_sales_selling_unit
+        End If
+        If val_product_sales_product_category = "Life insurance" Then
+          LifeInsuranceByMonth(intMonth) = LifeInsuranceByMonth(intMonth) + val_product_sales_selling_unit
+        End If
+        If val_product_sales_product_category = "Vehicle insurance" Then
+          VehicleInsuranceByMonth(intMonth) = VehicleInsuranceByMonth(intMonth) + val_product_sales_selling_unit
+        End If
+        If val_product_sales_product_category = "Accident insurance" Then
+          AccidentInsuranceByMonth(intMonth) = AccidentInsuranceByMonth(intMonth) + val_product_sales_selling_unit
+        End If
+
+        MonthlyTotal(intMonth) = MonthlyTotal(intMonth) + val_product_sales_selling_unit
+        QuartelyTotal(intQuarter) = QuartelyTotal(intQuarter) + val_product_sales_selling_unit
+    Next ps
+
+    CalcSalesAnalysisFileSalesUnit = Array(TravelInsuranceByMonth, HealthInsuranceByMonth, LifeInsuranceByMonth, VehicleInsuranceByMonth, AccidentInsuranceByMonth, MonthlyTotal, QuartelyTotal)
+
+End Function
+
+
+Function WriteSalesAnalysisFileSalesAmount(ByVal calc_result As Variant, ByVal file_path As String, ByRef wb As Workbook)
+    Dim TravelInsuranceByMonth As Variant
+    Dim HealthInsuranceByMonth As Variant
+    Dim LifeInsuranceByMonth As Variant
+    Dim VehicleInsuranceByMonth As Variant
+    Dim AccidentInsuranceByMonth As Variant
+    Dim MonthlyTotal As Variant
+    Dim QuartelyTotal As Variant
+
+    TravelInsuranceByMonth = calc_result(0)
+    HealthInsuranceByMonth = calc_result(1)
+    LifeInsuranceByMonth = calc_result(2)
+    VehicleInsuranceByMonth = calc_result(3)
+    AccidentInsuranceByMonth = calc_result(4)
+    MonthlyTotal = calc_result(5)
+    QuartelyTotal = calc_result(6)
+
+    Const HEADER_ROW As Long = 1
+    Const START_CELL As String = "A2"
+    Dim ws As Worksheet
+    Dim startCell As Range
+
+    ' Check if the sheet exists
+    On Error Resume Next
+    Set ws = wb.Sheets("Sales Analysis Product Category")
+    On Error GoTo 0
+
+    ' If not found, create a new sheet
+    If ws Is Nothing Then
+        Set ws = wb.Sheets.Add(After:=wb.Sheets(wb.Sheets.Count))
+        ws.Name = "Sales Analysis Product Category"
+    Else
+        ' Empty the entire sheet
+        ws.UsedRange.ClearContents
+    End If
+
+    ' Write headers
+    With ws.Rows(HEADER_ROW)
+        .Cells(1).Value = "Sales Amount"
+        .Cells(3).Value = "Month"
+    End With
+
+    ' Write month names
+    Set startCell = ws.Range("C2")
+    Dim monthNames() As Variant
+    monthNames = Array("January", "February", "March", "April", "May", "June", "July", "August", "September", "October", "November", "December")
+    Dim i As Long
+    For i = LBound(monthNames) To UBound(monthNames)
+        startCell.Offset(0, i).Value = monthNames(i)
+    Next i
+
+    ' Write headers
+    With ws.Rows(3)
+        .Cells(1).Value = "Product Category"
+    End With
+
+    ' Write sub-column names
+    Set startCell = ws.Range("B3")
+    Dim subColumn() As Variant
+    subColumn = Array("Travel insurance", "Health insurance", "Life insurance", "Vehicle insurance", "Accident insurance", "Monthly Total", "Quaterly Total")
+
+    For sc = LBound(subColumn) To UBound(subColumn)
+        startCell.Offset(sc, 0).Value = subColumn(sc)
+    Next sc
+
+    Set startCell = ws.Range("C3")
+    For m = LBound(monthNames) To UBound(monthNames)
+        Dim int_quarter, int_month As Integer
+        int_month = m + 1
+        int_quarter = GetQuarterFromMonth(int_month)
+
+        startCell.Offset(0, m).Value = TravelInsuranceByMonth(int_month)
+        startCell.Offset(1, m).Value = HealthInsuranceByMonth(int_month)
+        startCell.Offset(2, m).Value = LifeInsuranceByMonth(int_month)
+        startCell.Offset(3, m).Value = VehicleInsuranceByMonth(int_month)
+        startCell.Offset(4, m).Value = AccidentInsuranceByMonth(int_month)
+        startCell.Offset(5, m).Value = MonthlyTotal(int_month)
+        startCell.Offset(6, m).Value = QuartelyTotal(int_quarter)
+
+    Next m
+
+    ' Save and close the workbook
+    'wb.Close SaveChanges:=True
+End Function
+
+
+Function WriteSalesAnalysisFileSalesUnit(ByVal calc_result As Variant, ByVal file_path As String, ByRef wb As Workbook)
+    Application.DisplayAlerts = False
+
+    ' Variables to hold the result of the calculation
+    ' The calculation results are stored in arrays
+    ' Each array holds the sales unit for a specific product category by month
+    ' e.g. TravelInsuranceByMonth(1) = Sales unit of travel insurance in January
+    Dim TravelInsuranceByMonth() As Variant ' Sales unit of travel insurance by month
+    Dim HealthInsuranceByMonth() As Variant ' Sales unit of health insurance by month
+    Dim LifeInsuranceByMonth() As Variant ' Sales unit of life insurance by month
+    Dim VehicleInsuranceByMonth() As Variant ' Sales unit of vehicle insurance by month
+    Dim AccidentInsuranceByMonth() As Variant ' Sales unit of accident insurance by month
+    Dim MonthlyTotal() As Variant ' Sales unit of each product category by month (total)
+    Dim QuartelyTotal() As Variant ' Sales unit of each product category by quarter (total)
+
+    TravelInsuranceByMonth = calc_result(0) ' Sales unit of travel insurance by month
+    HealthInsuranceByMonth = calc_result(1) ' Sales unit of health insurance by month
+    LifeInsuranceByMonth = calc_result(2) ' Sales unit of life insurance by month
+    VehicleInsuranceByMonth = calc_result(3) ' Sales unit of vehicle insurance by month
+    AccidentInsuranceByMonth = calc_result(4) ' Sales unit of accident insurance by month
+    MonthlyTotal = calc_result(5) ' Sales unit of each product category by month (total)
+    QuartelyTotal = calc_result(6) ' Sales unit of each product category by quarter (total)
+
+    Const TOP_ROW As Long = 10
+    Const START_CELL As String = "A2"
+    Dim ws As Worksheet
+    Dim startCell As Range
+
+    ' Check if the sheet exists
+    On Error Resume Next
+    Set ws = wb.Sheets("Sales Analysis Product Category")
+    On Error GoTo 0
+
+    ' If not found, create a new sheet
+    If ws Is Nothing Then
+        Set ws = wb.Sheets.Add(After:=wb.Sheets(wb.Sheets.Count))
+        ws.Name = "Sales Analysis Product Category"
+    Else
+        ' Empty the entire sheet
+        'ws.UsedRange.ClearContents
+    End If
+
+    ' Write headers
+    With ws.Rows(TOP_ROW)
+        .Cells(1).Value = "Sales Unit"
+        .Cells(3).Value = "Month"
+    End With
+
+    ' Write month names
+    Set startCell = ws.Range("C11")
+    Dim monthNames() As Variant
+    monthNames = Array("January", "February", "March", "April", "May", "June", "July", "August", "September", "October", "November", "December")
+    Dim i As Long
+    For i = LBound(monthNames) To UBound(monthNames)
+        startCell.Offset(0, i).Value = monthNames(i)
+    Next i
+
+    ' Write headers
+    With ws.Rows(12)
+        .Cells(1).Value = "Product Category"
+    End With
+
+    ' Write sub-column names
+    Set startCell = ws.Range("B12")
+    Dim subColumn() As Variant
+    subColumn = Array("Travel insurance", "Health insurance", "Life insurance", "Vehicle insurance", "Accident insurance", "Monthly Total", "Quaterly Total")
+    For sc = LBound(subColumn) To UBound(subColumn)
+        startCell.Offset(sc, 0).Value = subColumn(sc)
+    Next sc
+
+    Set startCell = ws.Range("C12")
+    For m = LBound(monthNames) To UBound(monthNames)
+        Dim int_quarter, int_month As Integer
+        int_month = m + 1
+        int_quarter = GetQuarterFromMonth(int_month)
+
+        startCell.Offset(0, m).Value = TravelInsuranceByMonth(int_month)
+        startCell.Offset(1, m).Value = HealthInsuranceByMonth(int_month)
+        startCell.Offset(2, m).Value = LifeInsuranceByMonth(int_month)
+        startCell.Offset(3, m).Value = VehicleInsuranceByMonth(int_month)
+        startCell.Offset(4, m).Value = AccidentInsuranceByMonth(int_month)
+        startCell.Offset(5, m).Value = MonthlyTotal(int_month)
+        startCell.Offset(6, m).Value = QuartelyTotal(int_quarter)
+
+    Next m
+
+
+    For i = 0 To 100
+      Range("A1").Offset(0, i).EntireColumn.AutoFit
+    Next i
+
+    For i = 2 To 14
+      Range("A1").Offset(0, i).EntireColumn.ColumnWidth = 10
+    Next i
+
+    Dim ranges_need_merge As Variant
+    ranges_need_merge = Array("C1:N1", "A3:A7", "C9:E9", "F9:H9", "I9:K9", "L9:N9")
+    For r = LBound(ranges_need_merge) To UBound(ranges_need_merge)
+      range_need_merge = ranges_need_merge(r)
+      With Range(range_need_merge)
+          .Merge
+          .VerticalAlignment = xlVAlignCenter
+          .HorizontalAlignment = xlHAlignCenter
+      End With
+    Next r
+
+    Dim ranges_need_paint As Variant
+    ranges_need_paint = Array("A1", "C2:N2", "A3:A7", "B3:B8")
+    For r = LBound(ranges_need_paint) To UBound(ranges_need_paint)
+      range_need_merge = ranges_need_paint(r)
+      With Range(range_need_merge)
+          .Interior.Color = RGB(182, 215, 168)
+      End With
+    Next r
+
+    Range("B9").Interior.Color = RGB(0, 255, 0)
+
+    ranges_need_merge = Array("C10:N10", "A12:A16", "C18:E18", "F18:H18", "I18:K18", "L18:N18")
+    For r = LBound(ranges_need_merge) To UBound(ranges_need_merge)
+      range_need_merge = ranges_need_merge(r)
+      With Range(range_need_merge)
+          .Merge
+          .VerticalAlignment = xlVAlignCenter
+          .HorizontalAlignment = xlHAlignCenter
+      End With
+    Next r
+
+    ' Set background color for specific ranges
+    ranges_need_paint = Array("A10", "C11:N11", "A12:A16", "B12:B17")
+    For r = LBound(ranges_need_paint) To UBound(ranges_need_paint)
+        range_need_merge = ranges_need_paint(r)
+        With Range(range_need_merge)
+            .Interior.Color = RGB(164, 194, 244)
+        End With
+    Next r
+
+    ' Highlight total row
+    Range("B18").Interior.Color = RGB(0, 255, 255)
+
+End Function
+
+
+
+
+

jimmycheung93/task4/1/ThisWorkbook.cls

@@ -0,0 +1,3 @@
+Option Explicit
+
+

jimmycheung93/task4/1/Var.bas

@@ -0,0 +1,132 @@
+Attribute VB_Name = "Var"
+
+Option Explicit
+
+' Set the maximum number of sales to 100
+Global Const MAX_NUM_OF_SALES = 100
+
+
+' Arrays to store user details (usernames, passwords, teams, ages)
+' Each user's details are stored in a corresponding index of the arrays
+Global usernames(100) As String ' Array to store usernames of users
+Global passwords(100) As String ' Array to store passwords of users
+Global teams(100) As String ' Array to store teams of users
+Global ages(100) As String ' Array to store ages of users
+
+' for calculation
+' Global arrays to store sales data for each agent for each month
+' monthly_sales(agent_index, month_index) stores the sales data for a particular agent in a particular month
+' MAX_NUM_OF_SALES is the maximum number of agents, 12 is the maximum number of months
+Global monthly_sales(MAX_NUM_OF_SALES, 12) As Double ' Array to store sales data for each agent for each month
+
+
+' Global variables to store file path and workbook objects for each workbook
+' agentSalesFilePath stores the path of the Agent Sales workbook
+' agentSalesFileOK stores whether the Agent Sales workbook was successfully opened or not
+' agent_sales_workbook and agent_sales_worksheet store the workbook and worksheet objects of the Agent Sales workbook
+Global agentSalesFilePath As String ' String to store the path of the Agent Sales workbook
+Global agent_sales_workbook As Workbook ' Workbook object for the Agent Sales workbook
+Global agent_sales_worksheet As Worksheet ' Worksheet object for the Agent Sales workbook
+Global agent_sales_file_OK As Boolean ' Boolean to store whether the Agent Sales workbook was successfully opened or not
+
+' Similar comments apply to agent_working_performance_workbook, agent_working_performance_worksheet, agent_working_performance_OK, agentWorkingPerformancePath, product_sales_workbook, product_sales_worksheet, product_sales_OK, and productSalesPath
+Global agent_working_performance_workbook As Workbook ' Workbook object for the Agent Working Performance workbook
+Global agent_working_performance_worksheet As Worksheet ' Worksheet object for the Agent Working Performance workbook
+Global agent_working_performance_OK As Boolean ' Boolean to store whether the Agent Working Performance workbook was successfully opened or not
+Global agentWorkingPerformancePath As String ' String to store the path of the Agent Working Performance workbook
+Global product_sales_workbook As Workbook ' Workbook object for the Product Sales workbook
+Global product_sales_worksheet As Worksheet ' Worksheet object for the Product Sales workbook
+Global product_sales_OK As Boolean ' Boolean to store whether the Product Sales workbook was successfully opened or not
+Global productSalesPath As String ' String to store the path of the Product Sales workbook
+
+' Arrays to store data for each agent and month for agent performance analysis
+Global AgentPerformanceAnalysisHelloworld As String ' String to store an item of analysis for agent performance
+Global AgentPerformanceAnalysisRankOfEachMonth(12, 5) As String ' Array to store the rank of each month for agent performance
+Global TempMonthlyComission(12) As String ' Array to store temporary monthly commission
+Global SortedMonthlyComission(12) As Double ' Array to store sorted monthly commission
+
+' Array to store sorted array and sort result
+Global sortedArray As Variant ' Array to store sorted array
+Global sort_result As Variant ' Variant to store sort result
+
+
+' config
+
+' Global variables to store the column numbers for each field in the sales analysis sheet
+' These constants are used to easily reference each column's number in the sales analysis sheet
+Global NumOfSales As Integer ' Variable to store the number of sales
+
+Global SALES_ANALYSIS_COL_MONTH As String ' Column number for Month in the sales analysis sheet
+Global SALES_ANALYSIS_COL_QUARTER As String ' Column number for Quarter in the sales analysis sheet
+Global SALES_ANALYSIS_COL_PRODUCT_CATEGORY As String ' Column number for Product Category in the sales analysis sheet
+Global SALES_ANALYSIS_COL_SELLING_UNIT As String ' Column number for Selling Unit in the sales analysis sheet
+Global SALES_ANALYSIS_COL_MONTHLY_SALES As String ' Column number for Monthly Sales in the sales analysis sheet
+Global SALES_ANALYSIS_COL_QUARTELY_SALES As String ' Column number for Quarterly Sales in the sales analysis sheet
+Global SALES_ANALYSIS_COL_COMMISSION As String ' Column number for Commission in the sales analysis sheet
+Global SALES_ANALYSIS_COL_MONTHLY_MARGIN As String ' Column number for Monthly Margin in the sales analysis sheet
+Global SALES_ANALYSIS_COL_QUATERLY_MARGIN As String ' Column number for Quarterly Margin in the sales analysis sheet
+Global SALES_ANALYSIS_COL_QUATERLY_COMMISSION_ As String ' Column number for Quarterly Commission in the sales analysis sheet
+
+'row
+' Global constants to store the row numbers for each month in the sales analysis sheet
+' These constants are used to easily reference each month's row in the sales analysis sheet
+Global SALES_ANALYSIS_ROW_JANUARY As String ' Row number for January in the sales analysis sheet
+Global SALES_ANALYSIS_ROW_FEBURARY As String ' Row number for February in the sales analysis sheet
+Global SALES_ANALYSIS_ROW_MARCH As String ' Row number for March in the sales analysis sheet
+Global SALES_ANALYSIS_ROW_APRIL As String ' Row number for April in the sales analysis sheet
+Global SALES_ANALYSIS_ROW_MAY As String ' Row number for May in the sales analysis sheet
+Global SALES_ANALYSIS_ROW_JUNE As String ' Row number for June in the sales analysis sheet
+Global SALES_ANALYSIS_ROW_JULY As String ' Row number for July in the sales analysis sheet
+Global SALES_ANALYSIS_ROW_AUGEST As String ' Row number for August in the sales analysis sheet
+Global SALES_ANALYSIS_ROW_SEPTEMBER As String ' Row number for September in the sales analysis sheet
+Global SALES_ANALYSIS_ROW_OCTOBER As String ' Row number for October in the sales analysis sheet
+Global SALES_ANALYSIS_ROW_NOVEMBER As String ' Row number for November in the sales analysis sheet
+Global SALES_ANALYSIS_ROW_DECEMBER As String ' Row number for December in the sales analysis sheet
+
+' Global variables to store meta data for each month of sales per agent
+' Array to store sales data per agent for each month
+Global SALES_ARRAY As Variant
+
+' Objects to store sales data per agent for each month
+Global monthly_commission_per_agent As Object ' Object to store monthly commission per agent
+Global monthly_product_sales_selling_unit_per_agent As Object ' Object to store monthly product sales selling unit per agent
+Global monthly_product_sales_selling_price_per_agent As Object ' Object to store monthly product sales selling price per agent
+Global monthly_product_sales_per_agent As Object ' Object to store monthly product sales per agent
+
+' Global constant to store the string separator for concatenation
+Global STRING_SEPERATOR As String ' String separator for concatenation
+
+' Global constant to store the array of month names
+Global MONTH_NAMES As Variant ' Array to store month names
+
+
+' NoOfCasesTable
+
+' Objects to store data about new and collapsed cases per agent
+Global new_case_per_agent As Object ' Object to store data about new cases per agent
+Global collapsed_case_per_agent As Object ' Object to store data about collapsed cases per agent
+
+' Variables to store data about new and collapsed cases per team
+Global new_case_team_a As Double ' Variable to store data about new cases for team A
+Global collapsed_case_team_a As Double ' Variable to store data about collapsed cases for team A
+
+Global new_case_team_b As Double ' Variable to store data about new cases for team B
+Global collapsed_case_team_b As Double ' Variable to store data about collapsed cases for team B
+
+' Object to store data about case persistency per agent
+Global case_persistency_by_agent As Object ' Object to store data about case persistency per agent
+
+Global output_report_directory As String
+
+' calculation
+
+' Arrays to store meta data of each workbook
+Global AgentSalesMeta As Variant ' Meta data of Agent Sales workbook
+Global ProductSalesMeta As Variant ' Meta data of Product Sales workbook
+Global AgentWorkingPerformanceMeta As Variant ' Meta data of Agent Working Performance workbook
+Global CombinedSalesMeta As Variant ' Meta data of Combined Sales workbook
+
+' Global constants to store color codes for status
+Global STATUS_COLOR_GREEN As String ' Color code for green status
+Global STATUS_COLOR_YELLOW As String ' Color code for yellow status
+Global STATUS_COLOR_RED As String ' Color code for red status

jimmycheung93/task4/1/as_xlsx_get_agent_monthly_sale.bas

@@ -0,0 +1,177 @@
+Attribute VB_Name = "as_xlsx_get_agent_monthly_sale"
+
+Option Explicit
+
+' get the last row for a given xls sheet
+Function getLastRow(ByVal start_row As Integer)
+    Dim last_row As Boolean
+    Dim last_check_row As Integer
+    Dim scan_row As Integer
+    Dim i As Integer
+    Dim cell_value_1 As String
+
+
+    Dim next_row_1 As Integer
+
+    scan_row = start_row
+    last_check_row = 9999
+
+    For i = start_row To last_check_row
+        scan_row = i
+        last_row = True
+
+        next_row_1 = i + 1
+
+        cell_value_1 = ReadCellValue("A" & CStr(next_row_1))
+
+        If (cell_value_1 <> "") Then
+            last_row = False
+        End If
+
+        If (last_row = True) Then
+          'Debug.Print "last row found"
+          Exit For
+        End If
+    Next i
+
+    getLastRow = scan_row
+
+End Function
+
+' get the value from cell for a given address
+Function ReadCellValue(cell_addr As String)
+
+    ReadCellValue = Worksheets("Sheet1").Range(cell_addr).Value
+
+End Function
+
+' get the integer month from date
+Function GetMonthFrDate(ByVal date_string As String) As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+    GetMonthFrDate = intMonth
+End Function
+
+' get the integer quarter from date
+Function GetQuarterFrDate(ByVal date_string As String) As Integer
+    Dim intQuarter As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+
+    GetQuarterFrDate = Int((intMonth - 1) / 3) + 1
+End Function
+
+Function CountFigures(ws As Worksheet, ByVal start_row As Integer, ByVal last_row As Integer)
+    Dim SalesNewCaseByMonth As Integer
+    Dim SalesCollapsedCaseByMonth As Integer
+    Dim i, j As Integer
+
+    ' variable for result
+    Dim monthly_total_sell, month_total_commission
+    Set monthly_total_sell = CreateObject("Scripting.Dictionary")
+    Set month_total_commission = CreateObject("Scripting.Dictionary")
+
+    Dim team_a_best, team_a_best_value, team_a_best_name, team_a_best_commission
+    Set team_a_best = CreateObject("Scripting.Dictionary")
+    Set team_a_best_value = CreateObject("Scripting.Dictionary")
+    Set team_a_best_name = CreateObject("Scripting.Dictionary")
+    Set team_a_best_commission = CreateObject("Scripting.Dictionary")
+
+    Dim team_b_best, team_b_best_value, team_b_best_name, team_b_best_commission
+    Set team_b_best = CreateObject("Scripting.Dictionary")
+    Set team_b_best_value = CreateObject("Scripting.Dictionary")
+    Set team_b_best_name = CreateObject("Scripting.Dictionary")
+    Set team_b_best_commission = CreateObject("Scripting.Dictionary")
+
+    For j = 1 To 12
+        team_a_best(CStr(j)) = 0
+        team_b_best(CStr(j)) = 0
+    Next j
+
+
+    For i = start_row To last_row
+        Dim date_value As String
+        Dim agent_name As String
+        Dim team As String
+        Dim temp_key As String
+        Dim selling_price, commision_pct, commision_value As Double
+        Dim int_month, int_quarter As Integer
+
+
+        date_value = ReadCellValue("B" & CStr(i))
+        int_month = GetMonthFrDate(date_value)
+        int_quarter = GetQuarterFrDate(date_value)
+
+        agent_name = ReadCellValue("C" & CStr(i))
+        team = ReadCellValue("D" & CStr(i))
+        selling_price = CDbl(ReadCellValue("E" & CStr(i)))
+        commision_pct = CDbl(ReadCellValue("F" & CStr(i)))
+        commision_value = selling_price * commision_pct
+
+        temp_key = agent_name & "," & int_month
+        ' create if not found agent_name
+        If (Not (IsEmpty(temp_key)) And Not (monthly_total_sell.exists(temp_key))) Then
+            For j = 1 To 12
+                monthly_total_sell(agent_name + "," + CStr(j)) = 0
+            Next j
+        End If
+        monthly_total_sell(agent_name + "," + CStr(int_month)) = monthly_total_sell(agent_name + "," + CStr(int_month)) + selling_price
+        month_total_commission(agent_name + "," + CStr(int_month)) = month_total_commission(agent_name + "," + CStr(int_month)) + commision_value
+
+    Next i
+
+    CountFigures = Array(monthly_total_sell, month_total_commission)
+End Function
+
+Function Run(ws As Worksheet)
+    Dim row_count As Integer
+    Dim rw As Variant
+    Dim count_figures_result As Variant
+
+    Dim start_row, last_row As Integer
+    start_row = 2
+    last_row = getLastRow(start_row)
+    count_figures_result = CountFigures(ws, start_row, last_row)
+
+    Run = count_figures_result
+End Function
+
+' canned method to open excel file
+Function OpenFile(sPath As String)
+    Dim wb As Workbook
+    Set wb = Workbooks.Open(sPath)
+
+    Dim count_figures_result As Variant
+
+    If Not (wb.Sheets("Sheet1") Is Nothing) Then
+        count_figures_result = as_xlsx_get_agent_monthly_sale.Run(wb.Sheets("Sheet1"))
+    End If
+
+    OpenFile = count_figures_result
+
+    wb.Close savechanges:=False
+End Function
+
+Sub Test()
+    Dim result As Variant
+    result = as_xlsx_get_agent_monthly_sale.OpenFile("c:\Temp\xlsx\Agent_Sales.xlsx")
+
+    Dim monthly_total_sell, month_total_commission
+    Set monthly_total_sell = result(0)
+    Set month_total_commission = result(1)
+
+    Debug.Print (monthly_total_sell("Eason,1"))
+    Debug.Print (month_total_commission("Eason,1"))
+
+    Debug.Print "done"
+End Sub
+
+Sub Helloworld()
+    Debug.Print "helloworld"
+End Sub
+

jimmycheung93/task4/1/as_xlsx_get_month_best_agent.bas

@@ -0,0 +1,201 @@
+Attribute VB_Name = "as_xlsx_get_month_best_agent"
+
+Option Explicit
+
+' get the last row for a given xls sheet
+Function getLastRow(ByVal start_row As Integer)
+    Dim last_row As Boolean
+    Dim last_check_row As Integer
+    Dim scan_row As Integer
+    Dim i As Integer
+    Dim cell_value_1 As String
+
+
+    Dim next_row_1 As Integer
+
+    scan_row = start_row
+    last_check_row = 9999
+
+    For i = start_row To last_check_row
+        scan_row = i
+        last_row = True
+
+        next_row_1 = i + 1
+
+        cell_value_1 = ReadCellValue("A" & CStr(next_row_1))
+
+        If (cell_value_1 <> "") Then
+            last_row = False
+        End If
+
+        If (last_row = True) Then
+          'Debug.Print "last row found"
+          Exit For
+        End If
+    Next i
+
+    getLastRow = scan_row
+
+End Function
+
+' get the value from cell for a given address
+Function ReadCellValue(cell_addr As String)
+
+    ReadCellValue = Worksheets("Sheet1").Range(cell_addr).Value
+
+End Function
+
+' get the integer month from date
+Function GetMonthFrDate(ByVal date_string As String) As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+    GetMonthFrDate = intMonth
+End Function
+
+' get the integer quarter from date
+Function GetQuarterFrDate(ByVal date_string As String) As Integer
+    Dim intQuarter As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+
+    GetQuarterFrDate = Int((intMonth - 1) / 3) + 1
+End Function
+
+Function CountFigures(ws As Worksheet, ByVal start_row As Integer, ByVal last_row As Integer)
+
+
+    Dim SalesNewCaseByMonth As Integer
+    Dim SalesCollapsedCaseByMonth As Integer
+    Dim i, j As Integer
+
+    ' variable for result
+    Dim monthly_total_sell, month_total_commission
+    Set monthly_total_sell = CreateObject("Scripting.Dictionary")
+    Set month_total_commission = CreateObject("Scripting.Dictionary")
+
+    Dim team_a_best, team_a_best_value, team_a_best_name, team_a_best_commission
+    Set team_a_best = CreateObject("Scripting.Dictionary")
+    Set team_a_best_value = CreateObject("Scripting.Dictionary")
+    Set team_a_best_name = CreateObject("Scripting.Dictionary")
+    Set team_a_best_commission = CreateObject("Scripting.Dictionary")
+
+    Dim team_b_best, team_b_best_value, team_b_best_name, team_b_best_commission
+    Set team_b_best = CreateObject("Scripting.Dictionary")
+    Set team_b_best_value = CreateObject("Scripting.Dictionary")
+    Set team_b_best_name = CreateObject("Scripting.Dictionary")
+    Set team_b_best_commission = CreateObject("Scripting.Dictionary")
+
+    For j = 1 To 12
+        team_a_best(CStr(j)) = 0
+        team_b_best(CStr(j)) = 0
+    Next j
+
+
+    For i = start_row To last_row
+        Dim date_value As String
+        Dim agent_name As String
+        Dim team As String
+        Dim temp_key As String
+        Dim selling_price, commision_pct, commision_value As Double
+        Dim int_month, int_quarter As Integer
+
+
+        date_value = ReadCellValue("B" & CStr(i))
+        int_month = GetMonthFrDate(date_value)
+        int_quarter = GetQuarterFrDate(date_value)
+
+        agent_name = ReadCellValue("C" & CStr(i))
+        team = ReadCellValue("D" & CStr(i))
+        selling_price = CDbl(ReadCellValue("E" & CStr(i)))
+        commision_pct = CDbl(ReadCellValue("F" & CStr(i)))
+        commision_value = selling_price * commision_pct
+
+        temp_key = agent_name & "," & int_month
+        ' create if not found agent_name
+        If (Not (IsEmpty(temp_key)) And Not (monthly_total_sell.exists(temp_key))) Then
+            For j = 1 To 12
+                monthly_total_sell(agent_name + "," + CStr(j)) = 0
+            Next j
+        End If
+        monthly_total_sell(agent_name + "," + CStr(int_month)) = monthly_total_sell(agent_name + "," + CStr(int_month)) + selling_price
+        month_total_commission(agent_name + "," + CStr(int_month)) = month_total_commission(agent_name + "," + CStr(int_month)) + commision_value
+
+        ' is in team A?
+        If (team = "A") Then
+            If (monthly_total_sell(agent_name + "," + CStr(int_month)) > team_a_best(CStr(int_month))) Then
+                team_a_best_name(CStr(int_month)) = agent_name
+                team_a_best_value(CStr(int_month)) = monthly_total_sell(agent_name + "," + CStr(int_month))
+                team_a_best_commission(CStr(int_month)) = month_total_commission(agent_name + "," + CStr(int_month))
+            End If
+        End If
+
+        ' is in team B?
+        If (team = "B") Then
+            If (monthly_total_sell(agent_name + "," + CStr(int_month)) > team_b_best(CStr(int_month))) Then
+                team_b_best_name(CStr(int_month)) = agent_name
+                team_b_best_value(CStr(int_month)) = monthly_total_sell(agent_name + "," + CStr(int_month))
+                team_b_best_commission(CStr(int_month)) = month_total_commission(agent_name + "," + CStr(int_month))
+            End If
+        End If
+
+    Next i
+
+    CountFigures = Array(monthly_total_sell, _
+        team_a_best_name, _
+        team_a_best_value, _
+        team_a_best_commission, _
+        team_b_best_name, _
+        team_b_best_value, _
+        team_b_best_commission _
+        )
+End Function
+
+Function Run(ws As Worksheet)
+    Dim row_count As Integer
+    Dim rw As Variant
+    Dim count_figures_result As Variant
+
+    Dim start_row, last_row As Integer
+    start_row = 2
+    last_row = getLastRow(start_row)
+    count_figures_result = CountFigures(ws, start_row, last_row)
+
+    Run = count_figures_result
+End Function
+
+' canned method to open excel file
+Function OpenFile(sPath As String)
+    Dim wb As Workbook
+    Set wb = Workbooks.Open(sPath)
+
+    Dim count_figures_result As Variant
+
+    If Not (wb.Sheets("Sheet1") Is Nothing) Then
+        count_figures_result = as_xlsx_get_month_best_agent.Run(wb.Sheets("Sheet1"))
+    End If
+
+    OpenFile = count_figures_result
+
+    wb.Close savechanges:=False
+End Function
+
+Sub Test()
+    Dim result As Variant
+    Dim result1
+    result = as_xlsx_get_month_best_agent.OpenFile("c:\Temp\xlsx\Agent_Sales.xlsx")
+
+    Set result1 = result(0)
+
+    Debug.Print "done"
+End Sub
+
+Sub Helloworld()
+    Debug.Print "helloworld"
+End Sub
+
+

jimmycheung93/task4/1/as_xlsx_get_team_monthly_sale.bas

@@ -0,0 +1,171 @@
+Attribute VB_Name = "as_xlsx_get_team_monthly_sale"
+
+Option Explicit
+
+' get the last row for a given xls sheet
+Function getLastRow(ByVal start_row As Integer)
+    Dim last_row As Boolean
+    Dim last_check_row As Integer
+    Dim scan_row As Integer
+    Dim i As Integer
+    Dim cell_value_1 As String
+
+
+    Dim next_row_1 As Integer
+
+    scan_row = start_row
+    last_check_row = 9999
+
+    For i = start_row To last_check_row
+        scan_row = i
+        last_row = True
+
+        next_row_1 = i + 1
+
+        cell_value_1 = ReadCellValue("A" & CStr(next_row_1))
+
+        If (cell_value_1 <> "") Then
+            last_row = False
+        End If
+
+        If (last_row = True) Then
+          'Debug.Print "last row found"
+          Exit For
+        End If
+    Next i
+
+    getLastRow = scan_row
+
+End Function
+
+' get the value from cell for a given address
+Function ReadCellValue(cell_addr As String)
+    ReadCellValue = Worksheets("Sheet1").Range(cell_addr).Value
+End Function
+
+' get the integer month from date
+Function GetMonthFrDate(ByVal date_string As String) As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+    GetMonthFrDate = intMonth
+End Function
+
+' get the integer quarter from date
+Function GetQuarterFrDate(ByVal date_string As String) As Integer
+    Dim intQuarter As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+
+    GetQuarterFrDate = Int((intMonth - 1) / 3) + 1
+End Function
+
+Function CountFigures(ws As Worksheet, ByVal start_row As Integer, ByVal last_row As Integer)
+    Dim SalesNewCaseByMonth As Integer
+    Dim SalesCollapsedCaseByMonth As Integer
+    Dim i, j As Integer
+
+    ' variable for result
+    Dim monthly_total_sell, month_total_commission
+    Set monthly_total_sell = CreateObject("Scripting.Dictionary")
+    Set month_total_commission = CreateObject("Scripting.Dictionary")
+
+    Dim teams_month_total_sale
+    Set teams_month_total_sale = CreateObject("Scripting.Dictionary")
+
+    Dim team_a_month_total_sale
+    Set team_a_month_total_sale = CreateObject("Scripting.Dictionary")
+
+    Dim team_b_month_total_sale
+    Set team_b_month_total_sale = CreateObject("Scripting.Dictionary")
+
+    For j = 1 To 12
+        team_a_month_total_sale(CStr(j)) = 0
+        team_b_month_total_sale(CStr(j)) = 0
+    Next j
+
+    For i = start_row To last_row
+        Dim date_value As String
+        Dim agent_name As String
+        Dim team As String
+        Dim temp_key As String
+        Dim selling_price, commision_pct, commision_value As Double
+        Dim int_month, int_quarter As Integer
+
+        date_value = ReadCellValue("B" & CStr(i))
+        int_month = GetMonthFrDate(date_value)
+        int_quarter = GetQuarterFrDate(date_value)
+
+        agent_name = ReadCellValue("C" & CStr(i))
+        team = ReadCellValue("D" & CStr(i))
+        selling_price = CDbl(ReadCellValue("E" & CStr(i)))
+        ' commision_pct = CDbl(ReadCellValue("F" & CStr(i)))
+        ' commision_value = selling_price * commision_pct
+
+        If (team = "A") Then
+          team_a_month_total_sale(CStr(int_month)) = team_a_month_total_sale(CStr(int_month)) + selling_price
+        End If
+
+        If (team = "B") Then
+          team_b_month_total_sale(CStr(int_month)) = team_b_month_total_sale(CStr(int_month)) + selling_price
+        End If
+
+        teams_month_total_sale(CStr(int_month)) = team_a_month_total_sale(CStr(int_month)) + team_b_month_total_sale(CStr(int_month))
+
+    Next i
+
+    CountFigures = Array(teams_month_total_sale, team_a_month_total_sale, team_b_month_total_sale)
+End Function
+
+Function Run(ws As Worksheet)
+    Dim row_count As Integer
+    Dim rw As Variant
+    Dim count_figures_result As Variant
+
+    Dim start_row, last_row As Integer
+    start_row = 2
+    last_row = getLastRow(start_row)
+    count_figures_result = CountFigures(ws, start_row, last_row)
+
+    Run = count_figures_result
+End Function
+
+' canned method to open excel file
+Function OpenFile(sPath As String)
+    Dim wb As Workbook
+    Set wb = Workbooks.Open(sPath)
+
+    Dim count_figures_result As Variant
+
+    If Not (wb.Sheets("Sheet1") Is Nothing) Then
+        count_figures_result = as_xlsx_get_team_monthly_sale.Run(wb.Sheets("Sheet1"))
+    End If
+
+    OpenFile = count_figures_result
+
+    wb.Close savechanges:=False
+End Function
+
+Sub Test()
+    Dim result As Variant
+    result = as_xlsx_get_team_monthly_sale.OpenFile("c:\Temp\xlsx\Agent_Sales.xlsx")
+
+    Dim teams_month_total_sale, team_a_month_total_sale, team_b_month_total_sale
+    Set teams_month_total_sale = result(0)
+    Set team_a_month_total_sale = result(1)
+    Set team_b_month_total_sale = result(2)
+
+    Debug.Print (teams_month_total_sale("1"))
+    Debug.Print (team_a_month_total_sale("1"))
+
+    Debug.Print "done"
+End Sub
+
+Sub Helloworld()
+    Debug.Print "helloworld"
+End Sub
+

jimmycheung93/task4/1/as_xlsx_helloworld_pivot.bas

@@ -0,0 +1,199 @@
+Attribute VB_Name = "as_xlsx_helloworld_pivot"
+
+Option Explicit
+
+' get the last row for a given xls sheet
+Function getLastRow(ByVal start_row As Integer)
+    Dim last_row As Boolean
+    Dim last_check_row As Integer
+    Dim scan_row As Integer
+    Dim i As Integer
+    Dim cell_value_1 As String
+
+
+    Dim next_row_1 As Integer
+
+    scan_row = start_row
+    last_check_row = 9999
+
+    For i = start_row To last_check_row
+        scan_row = i
+        last_row = True
+
+        next_row_1 = i + 1
+
+        cell_value_1 = ReadCellValue("A" & CStr(next_row_1))
+
+        If (cell_value_1 <> "") Then
+            last_row = False
+        End If
+
+        If (last_row = True) Then
+          'Debug.Print "last row found"
+          Exit For
+        End If
+    Next i
+
+    getLastRow = scan_row
+
+End Function
+
+' get the value from cell for a given address
+Function ReadCellValue(cell_addr As String)
+
+    ReadCellValue = Worksheets("Sheet1").Range(cell_addr).Value
+
+End Function
+
+' get the integer month from date
+Function GetMonthFrDate(ByVal date_string As String) As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+    GetMonthFrDate = intMonth
+End Function
+
+' get the integer quarter from date
+Function GetQuarterFrDate(ByVal date_string As String) As Integer
+    Dim intQuarter As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+
+    GetQuarterFrDate = Int((intMonth - 1) / 3) + 1
+End Function
+
+Function CountFigures(ws As Worksheet, ByVal start_row As Integer, ByVal last_row As Integer)
+    Dim SalesNewCaseByMonth As Integer
+    Dim SalesCollapsedCaseByMonth As Integer
+    Dim i, j As Integer
+
+    ' variable for result
+    Dim monthly_total_sell, month_total_commission
+    Set monthly_total_sell = CreateObject("Scripting.Dictionary")
+    Set month_total_commission = CreateObject("Scripting.Dictionary")
+
+    Dim team_a_best, team_a_best_value, team_a_best_name, team_a_best_commission
+    Set team_a_best = CreateObject("Scripting.Dictionary")
+    Set team_a_best_value = CreateObject("Scripting.Dictionary")
+    Set team_a_best_name = CreateObject("Scripting.Dictionary")
+    Set team_a_best_commission = CreateObject("Scripting.Dictionary")
+
+    Dim team_b_best, team_b_best_value, team_b_best_name, team_b_best_commission
+    Set team_b_best = CreateObject("Scripting.Dictionary")
+    Set team_b_best_value = CreateObject("Scripting.Dictionary")
+    Set team_b_best_name = CreateObject("Scripting.Dictionary")
+    Set team_b_best_commission = CreateObject("Scripting.Dictionary")
+
+    For j = 1 To 12
+        team_a_best(CStr(j)) = 0
+        team_b_best(CStr(j)) = 0
+    Next j
+
+
+    For i = start_row To last_row
+        Dim date_value As String
+        Dim agent_name As String
+        Dim team As String
+        Dim temp_key As String
+        Dim selling_price, commision_pct, commision_value As Double
+        Dim int_month, int_quarter As Integer
+
+
+        date_value = ReadCellValue("B" & CStr(i))
+        int_month = GetMonthFrDate(date_value)
+        int_quarter = GetQuarterFrDate(date_value)
+
+        agent_name = ReadCellValue("C" & CStr(i))
+        team = ReadCellValue("D" & CStr(i))
+        selling_price = CDbl(ReadCellValue("E" & CStr(i)))
+        commision_pct = CDbl(ReadCellValue("F" & CStr(i)))
+        commision_value = selling_price * commision_pct
+
+        temp_key = agent_name & "," & int_month
+        ' create if not found agent_name
+        If (Not (IsEmpty(temp_key)) And Not (monthly_total_sell.exists(temp_key))) Then
+            For j = 1 To 12
+                monthly_total_sell(agent_name + "," + CStr(j)) = 0
+            Next j
+        End If
+        monthly_total_sell(agent_name + "," + CStr(int_month)) = monthly_total_sell(agent_name + "," + CStr(int_month)) + selling_price
+        month_total_commission(agent_name + "," + CStr(int_month)) = month_total_commission(agent_name + "," + CStr(int_month)) + commision_value
+
+        ' is in team A?
+        If (CheckSalesIsInTeamA(agent_name)) Then
+            If (monthly_total_sell(agent_name + "," + CStr(int_month)) > team_a_best(CStr(int_month))) Then
+                team_a_best_name(CStr(int_month)) = agent_name
+                team_a_best_value(CStr(int_month)) = monthly_total_sell(agent_name + "," + CStr(int_month))
+                team_a_best_commission(CStr(int_month)) = month_total_commission(agent_name + "," + CStr(int_month))
+            End If
+        End If
+
+        ' is in team B?
+        If (CheckSalesIsInTeamB(agent_name)) Then
+            If (monthly_total_sell(agent_name + "," + CStr(int_month)) > team_b_best(CStr(int_month))) Then
+                team_b_best_name(CStr(int_month)) = agent_name
+                team_b_best_value(CStr(int_month)) = monthly_total_sell(agent_name + "," + CStr(int_month))
+                team_b_best_commission(CStr(int_month)) = month_total_commission(agent_name + "," + CStr(int_month))
+            End If
+        End If
+
+    Next i
+
+    CountFigures = Array(monthly_total_sell, _
+        team_a_best_name, _
+        team_a_best_value, _
+        team_a_best_commission, _
+        team_b_best_name, _
+        team_b_best_value, _
+        team_b_best_commission _
+        )
+End Function
+
+Function Run(ws As Worksheet)
+    Dim row_count As Integer
+    Dim rw As Variant
+    Dim count_figures_result As Variant
+
+    Dim start_row, last_row As Integer
+    start_row = 2
+    last_row = getLastRow(start_row)
+    count_figures_result = CountFigures(ws, start_row, last_row)
+
+    Run = count_figures_result
+End Function
+
+' canned method to open excel file
+Function OpenFile(sPath As String)
+    Dim wb As Workbook
+    Set wb = Workbooks.Open(sPath)
+
+    Dim count_figures_result As Variant
+
+    If Not (wb.Sheets("Sheet1") Is Nothing) Then
+        count_figures_result = as_xlsx_helloworld_pivot.Run(wb.Sheets("Sheet1"))
+    End If
+
+    OpenFile = count_figures_result
+
+    wb.Close savechanges:=False
+End Function
+
+Sub Test()
+    Dim result As Variant
+    Dim result1
+    result = as_xlsx_helloworld_pivot.OpenFile("c:\Temp\xlsx\Agent_Sales.xlsx")
+
+    Set result1 = result(0)
+
+    Debug.Print "done"
+End Sub
+
+Sub Helloworld()
+    Debug.Print "helloworld"
+End Sub
+
+

jimmycheung93/task4/1/awp_xlsx_case_persistency_pivot.bas

@@ -0,0 +1,204 @@
+Attribute VB_Name = "awp_xlsx_case_persistency_pivot"
+
+Option Explicit
+
+' get the last row for a given xls sheet
+Function getLastRow(ByVal start_row As Integer)
+    Dim last_row As Boolean
+    Dim last_check_row As Integer
+    Dim scan_row As Integer
+    Dim i As Integer
+    Dim cell_value_1 As String
+
+
+    Dim next_row_1 As Integer
+
+    scan_row = start_row
+    last_check_row = 9999
+
+    For i = start_row To last_check_row
+        scan_row = i
+        last_row = True
+
+        next_row_1 = i + 1
+
+        cell_value_1 = ReadCellValue("A" & CStr(next_row_1))
+
+        If (cell_value_1 <> "") Then
+            last_row = False
+        End If
+
+        If (last_row = True) Then
+          'Debug.Print "last row found"
+          Exit For
+        End If
+    Next i
+
+    getLastRow = scan_row
+
+End Function
+
+' get the value from cell for a given address
+Function ReadCellValue(cell_addr As String)
+
+    ReadCellValue = Worksheets("Sheet1").Range(cell_addr).Value
+
+End Function
+
+' get the integer month from date
+Function GetMonthFrDate(ByVal date_string As String) As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+    GetMonthFrDate = intMonth
+End Function
+
+' get the integer quarter from date
+Function GetQuarterFrDate(ByVal date_string As String) As Integer
+    Dim intQuarter As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+
+    GetQuarterFrDate = Int((intMonth - 1) / 3) + 1
+End Function
+
+Function CountFigures(ws As Worksheet, ByVal start_row As Integer, ByVal last_row As Integer)
+    Dim i, j As Integer
+
+    ' variable for result
+    Dim agent_month_new_case, agent_month_collapsed_case
+    Set agent_month_new_case = CreateObject("Scripting.Dictionary")
+    Set agent_month_collapsed_case = CreateObject("Scripting.Dictionary")
+
+    Dim agent_quarter_new_case, agent_quarter_collapsed_case
+    Set agent_quarter_new_case = CreateObject("Scripting.Dictionary")
+    Set agent_quarter_collapsed_case = CreateObject("Scripting.Dictionary")
+
+    Dim agent_month_case_persistency, agent_quarter_case_persistency
+    Set agent_month_case_persistency = CreateObject("Scripting.Dictionary")
+    Set agent_quarter_case_persistency = CreateObject("Scripting.Dictionary")
+
+    For i = start_row To last_row
+        Dim date_value As String
+        Dim int_month, quarter As Integer
+        Dim agent_name, new_case, collapsed_case, agent_team As String
+        Dim agent_quarter_key, agent_month_key, temp_key As String
+
+        date_value = ReadCellValue("A" & CStr(i))
+        int_month = GetMonthFrDate(date_value)
+        quarter = GetQuarterFrDate(date_value)
+
+        agent_name = ReadCellValue("B" & CStr(i))
+        agent_team = ReadCellValue("C" & CStr(i))
+        new_case = ReadCellValue("D" & CStr(i))
+        collapsed_case = ReadCellValue("E" & CStr(i))
+
+        agent_month_key = agent_name + "," + CStr(int_month)
+        agent_quarter_key = agent_name + "," + CStr(quarter)
+
+        ' create if not found agent_name
+        If (Not (IsEmpty(agent_month_key)) And Not (agent_month_new_case.exists(agent_month_key))) Then
+            For j = 1 To 12
+                agent_month_new_case(agent_name + "," + CStr(j)) = 0
+                agent_month_collapsed_case(agent_name + "," + CStr(j)) = 0
+                agent_month_case_persistency(agent_name + "," + CStr(j)) = 0
+
+            Next j
+
+            For j = 1 To 4
+                agent_quarter_new_case(agent_name + "," + CStr(j)) = 0
+                agent_quarter_collapsed_case(agent_name + "," + CStr(j)) = 0
+                agent_quarter_case_persistency(agent_name + "," + CStr(j)) = 0
+            Next j
+        End If
+
+        If (new_case <> "") Then
+            agent_month_new_case(agent_month_key) = agent_month_new_case(agent_month_key) + CInt(new_case)
+            agent_quarter_new_case(agent_quarter_key) = agent_quarter_new_case(agent_quarter_key) + CInt(new_case)
+        End If
+
+        If (collapsed_case <> "") Then
+            agent_month_collapsed_case(agent_month_key) = agent_month_collapsed_case(agent_month_key) + CInt(collapsed_case)
+            agent_quarter_collapsed_case(agent_quarter_key) = agent_quarter_collapsed_case(agent_quarter_key) + CInt(collapsed_case)
+        End If
+
+        If (agent_month_new_case(agent_month_key) > 0) Then
+          agent_month_case_persistency(agent_month_key) = agent_month_new_case(agent_month_key) / (agent_month_new_case(agent_month_key) + agent_month_collapsed_case(agent_quarter_key))
+        Else
+          agent_month_case_persistency(agent_month_key) = 0
+        End If
+
+        If (agent_quarter_case_persistency(agent_month_key) > 0) Then
+          agent_quarter_case_persistency(agent_quarter_key) = agent_quarter_new_case(agent_quarter_key) / (agent_quarter_new_case(agent_quarter_key) + agent_quarter_collapsed_case(agent_quarter_key))
+        Else
+          agent_quarter_case_persistency(agent_month_key) = 0
+        End If
+
+    Next i
+
+    CountFigures = Array(agent_month_new_case, agent_month_collapsed_case, _
+      agent_quarter_new_case, agent_quarter_collapsed_case, _
+      agent_month_case_persistency, agent_quarter_case_persistency)
+
+End Function
+
+Function Run(ws As Worksheet)
+    Dim row_count As Integer
+    Dim rw As Variant
+    Dim count_figures_result As Variant
+
+    Dim start_row, last_row As Integer
+    start_row = 2
+    last_row = getLastRow(start_row)
+
+    Run = CountFigures(ws, start_row, last_row)
+End Function
+
+' canned method to open excel file
+Function OpenFile(sPath As String)
+    Dim wb As Workbook
+    Set wb = Workbooks.Open(sPath)
+    ' wb.Windows(1).Visible = False
+
+    Dim count_figures_result As Variant
+
+    If Not (wb.Sheets("Sheet1") Is Nothing) Then
+        count_figures_result = awp_xlsx_case_persistency_pivot.Run(wb.Sheets("Sheet1"))
+    End If
+
+    OpenFile = count_figures_result
+
+    wb.Close savechanges:=False
+End Function
+
+Sub Test()
+    Dim result As Variant
+    Dim agent_month_new_case, agent_month_collapsed_case, agent_quarter_new_case, agent_quarter_collapsed_case, agent_month_case_persistency, agent_quarter_case_persistency
+    result = awp_xlsx_case_persistency_pivot.OpenFile("c:\Temp\xlsx\Agent_Working_Performance.xlsx")
+
+    Set agent_month_new_case = result(0)
+    Set agent_month_collapsed_case = result(1)
+    Set agent_quarter_new_case = result(2)
+    Set agent_quarter_collapsed_case = result(3)
+    Set agent_month_case_persistency = result(4)
+    Set agent_quarter_case_persistency = result(5)
+
+    Debug.Print agent_month_case_persistency("Eason,1")
+    Debug.Print agent_month_case_persistency("Eason,2")
+
+    Debug.Print "done"
+End Sub
+
+Sub Helloworld()
+    Debug.Print "helloworld"
+End Sub
+
+
+
+
+
+

jimmycheung93/task4/1/awp_xlsx_helloworld_pivot.bas

@@ -0,0 +1,102 @@
+Attribute VB_Name = "awp_xlsx_helloworld_pivot"
+
+Option Explicit
+
+' get the last row for a given xls sheet
+Function getLastRow(ByVal start_row As Integer)
+    Dim last_row As Boolean
+    Dim last_check_row As Integer
+    Dim scan_row As Integer
+    Dim i As Integer
+    Dim cell_value_1 As String
+
+
+    Dim next_row_1 As Integer
+
+    scan_row = start_row
+    last_check_row = 9999
+
+    For i = start_row To last_check_row
+        scan_row = i
+        last_row = True
+
+        next_row_1 = i + 1
+
+        cell_value_1 = ReadCellValue("A" & CStr(next_row_1))
+
+        If (cell_value_1 <> "") Then
+            last_row = False
+        End If
+
+        If (last_row = True) Then
+          'Debug.Print "last row found"
+          Exit For
+        End If
+    Next i
+
+    getLastRow = scan_row
+
+End Function
+
+' get the value from cell for a given address
+Function ReadCellValue(cell_addr As String)
+
+    ReadCellValue = Worksheets("Sheet1").Range(cell_addr).Value
+
+End Function
+
+' get the integer month from date
+Function GetMonthFrDate(ByVal date_string As String) As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+    GetMonthFrDate = intMonth
+End Function
+
+' get the integer quarter from date
+Function GetQuarterFrDate(ByVal date_string As String) As Integer
+    Dim intQuarter As Integer
+    Dim intMonth As Integer
+    Dim dt As String
+
+    dt = DateValue(date_string)
+    intMonth = month(dt)
+
+    GetQuarterFrDate = Int((intMonth - 1) / 3) + 1
+End Function
+
+Function Run(ws As Worksheet)
+    Dim row_count As Integer
+    Dim rw As Variant
+
+    Run = Array(1, 2, 3, 4, 5, 6, 7, 8)
+End Function
+
+' canned method to open excel file
+Function OpenFile(sPath As String)
+    Dim wb As Workbook
+    Set wb = Workbooks.Open(sPath)
+    wb.Windows(1).Visible = False
+
+    Dim count_figures_result As Variant
+
+    If Not (wb.Sheets("Sheet1") Is Nothing) Then
+        count_figures_result = awp_xlsx_helloworld_pivot.Run(wb.Sheets("Sheet1"))
+    End If
+
+    OpenFile = count_figures_result
+
+    wb.Close savechanges:=False
+End Function
+
+Sub Test()
+    awp_xlsx_helloworld_pivot.OpenFile ("c:\Temp\xlsx\Agent_Working_Performance.xlsx")
+
+    Debug.Print "done"
+End Sub
+
+Sub Helloworld()
+    Debug.Print "helloworld"
+End Sub
+

jimmycheung93/task4/1/dev.bat

@@ -0,0 +1,9 @@
+@REM rm *.bas
+@REM rm *.frm
+@REM rm *.frx
+@REM timeout 1
+
+:loop
+    xlwings vba edit --file .\main.xlsm
+    timeout /t 1
+goto loop

jimmycheung93/task4/1/frmLogin.frm

@@ -0,0 +1,64 @@
+VERSION 5.00
+Begin {C62A69F0-16DC-11CE-9E98-00AA00574A4F} frmLogin
+   Caption         =   "Login"
+   ClientHeight    =   7200
+   ClientLeft      =   120
+   ClientTop       =   465
+   ClientWidth     =   5700
+   OleObjectBlob   =   "frmLogin.frx":0000
+   StartUpPosition =   1  'CenterOwner
+End
+Attribute VB_Name = "frmLogin"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = False
+Option Explicit
+
+Dim i As Integer
+Dim j As Integer
+Dim k As Integer
+
+Private Sub cmdExitLogin_Click()
+  End
+End Sub
+
+Private Sub cmdLogin_Click()
+  Dim username_found As Boolean
+
+  username_found = False
+
+  ' currently 100 users is good enough
+  For i = 1 To 100
+    If (txtUsername.Text = usernames(i)) Then
+      If (txtPassword.Text = passwords(i)) Then
+
+        ' login success, show main form
+        frmLogin.Hide
+        frmMain.Show
+        username_found = True
+      End If
+    End If
+  Next i
+
+  If (username_found = False) Then
+    ' login fail, show error message
+    MsgBox "sorry but username and password wrong"
+  End If
+End Sub
+
+
+Private Sub UserForm_Initialize()
+  Debug.Print "start"
+
+  Common.initAccountFromAccountSheet
+  Debug.Print "init account list done"
+
+  Config.init
+  Debug.Print "config init done"
+End Sub
+
+
+
+
+

jimmycheung93/task4/1/frmMain.frm

@@ -0,0 +1,545 @@
+VERSION 5.00
+Begin {C62A69F0-16DC-11CE-9E98-00AA00574A4F} frmMain
+   Caption         =   "Main"
+   ClientHeight    =   9255.001
+   ClientLeft      =   120
+   ClientTop       =   465
+   ClientWidth     =   8655.001
+   OleObjectBlob   =   "frmMain.frx":0000
+   StartUpPosition =   1  'CenterOwner
+End
+Attribute VB_Name = "frmMain"
+Attribute VB_GlobalNameSpace = False
+Attribute VB_Creatable = False
+Attribute VB_PredeclaredId = True
+Attribute VB_Exposed = False
+Option Explicit
+
+Dim monthly_commission As Variant
+Dim montyly_commission_TA As Variant
+Dim montyly_commission_TB As Variant
+
+Dim quartely_commission_TA As Variant
+Dim quartely_commission_TB As Variant
+
+Dim monthly_top_5_comission_name As Variant
+Dim monthly_top_5_comission_value As Variant
+
+Dim monthly_total As Variant
+Dim monthly_total_TA As Variant
+Dim monthly_total_TB As Variant
+
+Dim month_selected As Integer
+
+Dim sales_selected As String
+
+
+Dim sales_data_loaded As Boolean
+Dim calc_result_empty As Boolean
+
+Dim pivot_result
+
+Dim get_team_monthly_sale
+Dim teams_month_total_sale, team_a_month_total_sale, team_b_month_total_sale
+
+Dim best_selling_result
+Dim month_best_agent
+Dim team_a_best_name, team_a_best_value, team_a_best_commission
+Dim team_b_best_name, team_b_best_value, team_b_best_commission
+
+Dim apanalysis_calc_result As Variant
+Dim apanalysis_sales_calc_result As Variant
+
+Dim agent_name_selected As String
+Dim str_month_selected As String
+Dim name_and_month As String
+Dim case_persistency_pivot As Variant
+Dim agent_month_new_case, agent_month_collapsed_case, agent_quarter_new_case, agent_quarter_collapsed_case, agent_month_case_persistency, agent_quarter_case_persistency
+
+Dim agent_monthly_sale As Variant
+Dim monthly_total_sell, month_total_commission
+
+Function validateAgentSalesFile(workfile_xls_filename As String) As Boolean
+  Dim validation_result As Boolean
+  validation_result = True
+
+  Set agent_sales_workbook = Workbooks.Open(workfile_xls_filename)
+  Set agent_sales_worksheet = agent_sales_workbook.Worksheets(1)
+
+  If (agent_sales_worksheet.Cells(1, 1) <> "Sales No.") Then
+    validation_result = False
+  End If
+
+  If (agent_sales_worksheet.Cells(1, 2) <> "Date") Then
+    validation_result = False
+  End If
+
+  If (agent_sales_worksheet.Cells(1, 3) <> "Agent Name") Then
+    validation_result = False
+  End If
+
+  agent_sales_workbook.Close
+
+  validateAgentSalesFile = validation_result
+End Function
+
+Function validateAgentWorkingPerformanceFile(workfile_xls_filename As String) As Boolean
+  Dim validation_result As Boolean
+  validation_result = True
+
+  Set agent_working_performance_workbook = Workbooks.Open(workfile_xls_filename)
+  Set agent_working_performance_worksheet = agent_working_performance_workbook.Worksheets(1)
+
+  If (agent_working_performance_worksheet.Cells(1, 1) <> "Date") Then
+    validation_result = False
+  End If
+
+  If (agent_working_performance_worksheet.Cells(1, 2) <> "Name") Then
+    validation_result = False
+  End If
+
+  If (agent_working_performance_worksheet.Cells(1, 3) <> "Team") Then
+    validation_result = False
+  End If
+
+  agent_working_performance_workbook.Close savechanges:=False
+
+  validateAgentWorkingPerformanceFile = True
+End Function
+
+Function validateProductSalesFile(workfile_xls_filename As String) As Boolean
+  Dim validation_result As Boolean
+  validation_result = True
+
+  Set product_sales_workbook = Workbooks.Open(workfile_xls_filename)
+  Set product_sales_worksheet = product_sales_workbook.Worksheets(1)
+
+  If (product_sales_worksheet.Cells(1, 1) <> "Sales No.") Then
+    validation_result = False
+  End If
+
+  If (product_sales_worksheet.Cells(1, 2) <> "Date") Then
+    validation_result = False
+  End If
+
+  If (product_sales_worksheet.Cells(1, 3) <> "Product Category") Then
+    validation_result = False
+  End If
+
+  product_sales_workbook.Close
+
+
+  validateProductSalesFile = True
+End Function
+
+
+Private Sub cmbMonthSelect_Change()
+
+  If (cmbMonthSelect.Value <> "") Then
+    str_month_selected = Common.ConvLetterMonthToIntMonth(cmbMonthSelect.Value)
+
+    If (calc_result_empty = False) Then
+      name_and_month = agent_name_selected & "," & str_month_selected
+      frmMain.UpdateScreen
+    End If
+  End If
+
+End Sub
+
+Sub UpdateScreen()
+    ' team details
+    Dim team_a_agent_name, team_b_agent_name As String
+    team_a_agent_name = team_a_best_name(str_month_selected)
+    team_b_agent_name = team_b_best_name(str_month_selected)
+
+    lblTotalSales.Caption = "Total Sales: " & " " & Format(teams_month_total_sale(str_month_selected), "0.00")
+    lblMonthlyCommissionTA.Caption = "Team A: " & "$" & Format(team_a_month_total_sale(str_month_selected), "0.00")
+    lblMonthlyCommissionTB.Caption = "Team B: " & "$" & Format(team_b_month_total_sale(str_month_selected), "0.00")
+    lblTaTopSeller.Caption = team_a_agent_name
+    lblTbTopSeller.Caption = team_b_agent_name
+
+    'commission
+    lblTaTopSellingUnit.Caption = Format(team_a_best_commission(str_month_selected), "0.00")
+    lblTbTopSellingUnit.Caption = Format(team_b_best_commission(str_month_selected), "0.00")
+
+    lblTaTopMonthlySales.Caption = Format(team_a_best_value(str_month_selected), "0.00")
+    lblTbTopMonthlySales.Caption = Format(team_b_best_value(str_month_selected), "0.00")
+
+    lblTaCasePersistency.Caption = Format(agent_month_case_persistency(team_a_agent_name & "," & str_month_selected), "0.00%")
+    lblTbCasePersistency.Caption = Format(agent_month_case_persistency(team_b_agent_name & "," & str_month_selected), "0.00%")
+
+    StatusTa.BackColor = Var.STATUS_COLOR_GREEN
+    If (agent_month_case_persistency(team_a_agent_name & "," & str_month_selected) < 0.66) Then
+      StatusTa.BackColor = Var.STATUS_COLOR_YELLOW
+    End If
+    If (agent_month_case_persistency(team_a_agent_name & "," & str_month_selected) < 0.33) Then
+      StatusTa.BackColor = Var.STATUS_COLOR_RED
+    End If
+
+    StatusTb.BackColor = Var.STATUS_COLOR_GREEN
+    If (agent_month_case_persistency(team_b_agent_name & "," & str_month_selected) < 0.66) Then
+      StatusTb.BackColor = Var.STATUS_COLOR_YELLOW
+    End If
+    If (agent_month_case_persistency(team_b_agent_name & "," & str_month_selected) < 0.33) Then
+      StatusTb.BackColor = Var.STATUS_COLOR_RED
+    End If
+
+    ' agent details
+    Common.initAccountFromAccountSheet
+    lblAgentName.Caption = agent_name_selected
+    lblAgentAge.Caption = Common.LookupAge(agent_name_selected)
+    lblAgentTeam.Caption = Common.LookupTeam(agent_name_selected)
+
+    lblCasePersistency.Caption = Format(agent_month_case_persistency(name_and_month), "0.00")
+    lblCollpasedCase.Caption = agent_month_collapsed_case(name_and_month)
+    lblNewCase.Caption = agent_month_new_case(name_and_month)
+    lblTotalComission.Caption = month_total_commission(name_and_month)
+    lblTotalSale.Caption = Format(monthly_total_sell(name_and_month), "0.00")
+
+    ' check if path found
+
+    ' handle throw error
+    If (Dir(Application.ActiveWorkbook.Path & "\images\" & agent_name_selected & ".jpg") = "") Then
+      Msgbox "Sorry but the path for staff profile image not found"
+    Else
+      Image1.Picture = LoadPicture(Application.ActiveWorkbook.Path & "\images\" & agent_name_selected & ".jpg")
+    End If
+
+End Sub
+
+Private Sub cmbAgentSelect_Change()
+
+  If (cmbAgentSelect.Value <> "") Then
+    agent_name_selected = cmbAgentSelect.Value
+
+    If (calc_result_empty = False) Then
+      'monthly_commission_per_agent
+      name_and_month = agent_name_selected & "," & str_month_selected
+      frmMain.UpdateScreen
+
+    End If
+  End If
+
+End Sub
+
+Private Sub cmdBrowseAgentSalesFileBtn_Click()
+  Dim validate_result As Boolean
+
+  Var.agentSalesFilePath = Application.GetOpenFilename(FileFilter:="Excel files (*.xlsx*), *.xlsx*", Title:="Choose an Excel file to open", MultiSelect:=False)
+
+  Debug.Print CStr(Var.agentSalesFilePath)
+
+  If CStr(Var.agentSalesFilePath) = CStr(False) Then
+    ' User did not select a file
+    MsgBox "no file selected"
+  Else
+    ' User selected a file
+    txtBrowseAgentSalesFilePath.Value = Var.agentSalesFilePath
+
+    validate_result = validateAgentSalesFile(Var.agentSalesFilePath)
+
+    If (validate_result = False) Then
+      MsgBox "sorry but wrong agent sales file selected"
+
+      Var.agentSalesFilePath = ""
+      txtBrowseAgentSalesFilePath.Text = ""
+    Else
+      Debug.Print "agent sales file validation OK"
+      Var.agent_sales_file_OK = True
+
+    End If
+  End If
+
+End Sub
+
+
+Sub UpdateSelectReportTabStatus()
+  Dim result As Boolean
+  result = False
+
+  If (Var.agent_sales_file_OK = True) Then
+    If (Var.agent_working_performance_OK = True) Then
+      If (Var.product_sales_OK = True) Then
+        MultiPage1.Pages(1).Enabled = True
+        MultiPage1.Pages(2).Enabled = True
+      End If
+    End If
+  End If
+
+End Sub
+
+Private Sub cmdBrowseAgentWorkingPerformanceBtn_Click()
+  Dim validate_result As Boolean
+
+  Var.agentWorkingPerformancePath = Application.GetOpenFilename(FileFilter:="Excel files (*.xlsx*), *.xlsx*", Title:="Choose an Excel file to open", MultiSelect:=False)
+
+  Debug.Print CStr(Var.agentWorkingPerformancePath)
+
+  If CStr(Var.agentWorkingPerformancePath) = CStr(False) Then
+    ' User did not select a file
+    MsgBox "no file selected"
+  Else
+    ' User selected a file
+    txtBrowseAgentWorkingPerformancePath.Value = Var.agentWorkingPerformancePath
+
+    validate_result = validateAgentWorkingPerformanceFile(Var.agentWorkingPerformancePath)
+
+    If (validate_result = False) Then
+      MsgBox "sorry but wrong agent sales file selected"
+
+      Var.agentWorkingPerformancePath = ""
+      txtBrowseAgentWorkingPerformancePath.Text = ""
+    Else
+      Debug.Print "agent sales file validation OK"
+      Var.agent_working_performance_OK = True
+
+    End If
+  End If
+
+End Sub
+
+Private Sub cmdBrowseProductSalesBtn_Click()
+
+  Dim validate_result As Boolean
+
+  Var.productSalesPath = Application.GetOpenFilename(FileFilter:="Excel files (*.xlsx*), *.xlsx*", Title:="Choose an Excel file to open", MultiSelect:=False)
+
+  If CStr(Var.productSalesPath) = CStr(False) Then
+    ' User did not select a file
+    MsgBox "no file selected"
+  Else
+    ' User selected a file
+    txtBrowseProductSalesPath.Value = Var.productSalesPath
+
+    validate_result = validateProductSalesFile(Var.productSalesPath)
+
+    If (validate_result = False) Then
+      MsgBox "sorry but wrong agent sales file selected"
+
+      Var.productSalesPath = ""
+      txtBrowseProductSalesPath.Text = ""
+    Else
+      Debug.Print "agent sales file validation OK"
+      Var.product_sales_OK = True
+
+    End If
+  End If
+End Sub
+
+Private Sub cmdCalculate_Click()
+    Dim sPath As String
+
+    Var.AgentSalesMeta = ReadAgentSalesWorkbook.Run(Var.agentSalesFilePath)
+    Var.ProductSalesMeta = ReadProductSalesWorkbook.Run(Var.productSalesPath)
+    Var.AgentWorkingPerformanceMeta = ReadAgentWorkingPerfWorkbook.Run(Var.agentWorkingPerformancePath)
+
+    Var.CombinedSalesMeta = Array(Var.AgentSalesMeta, Var.ProductSalesMeta, Var.AgentWorkingPerformanceMeta)
+    calc_result_empty = False
+
+    case_persistency_pivot = awp_xlsx_case_persistency_pivot.OpenFile(Var.agentWorkingPerformancePath)
+    Set agent_month_new_case = case_persistency_pivot(0)
+    Set agent_month_collapsed_case = case_persistency_pivot(1)
+    Set agent_quarter_new_case = case_persistency_pivot(2)
+    Set agent_quarter_collapsed_case = case_persistency_pivot(3)
+    Set agent_month_case_persistency = case_persistency_pivot(4)
+    Set agent_quarter_case_persistency = case_persistency_pivot(5)
+
+    agent_monthly_sale = as_xlsx_get_agent_monthly_sale.OpenFile(Var.agentSalesFilePath)
+    Set monthly_total_sell = agent_monthly_sale(0)
+    Set month_total_commission = agent_monthly_sale(1)
+
+    month_best_agent = as_xlsx_get_month_best_agent.OpenFile(Var.agentSalesFilePath)
+    'Set monthly_total_sell = month_best_agent(0)
+    Set team_a_best_name = month_best_agent(1)
+    Set team_a_best_value = month_best_agent(2)
+    Set team_a_best_commission = month_best_agent(3)
+    Set team_b_best_name = month_best_agent(4)
+    Set team_b_best_value = month_best_agent(5)
+    Set team_b_best_commission = month_best_agent(6)
+
+    month_best_agent = as_xlsx_get_team_monthly_sale.OpenFile(Var.agentSalesFilePath)
+    Set teams_month_total_sale = month_best_agent(0)
+    Set team_a_month_total_sale = month_best_agent(1)
+    Set team_b_month_total_sale = month_best_agent(2)
+
+    agent_name_selected = "Alex"
+    str_month_selected = "1"
+    name_and_month = "Alex,1"
+
+    frmMain.UpdateScreen
+
+    ' APAnalysis_WriteTable calc_result, file_path, wb
+    cmbMonthSelect.Enabled = True
+    optTeamEnable.Enabled = True
+    optAgentEnable.Enabled = True
+
+    framePressToStart.Visible = False
+    frameTeamDetails.Visible = True
+
+    ' wb.Save
+    ' wb.Close
+
+    Debug.Print "done"
+
+End Sub
+
+Private Sub cmdLogout_Click()
+
+  frmMain.Hide
+  frmLogin.Show
+
+End Sub
+
+
+Private Sub cmdGenTextRpt_Click()
+  Debug.Print "GenTextReport start"
+  Common.GenTextReport
+
+  Debug.Print "GenTextReport end"
+
+End Sub
+
+Private Sub cmdTest_Click()
+
+End Sub
+
+Private Sub CommandButton11_Click()
+  End
+End Sub
+
+
+Function createNewXlsx(file_path As String)
+
+  Dim wb As Workbook
+  Set wb = Workbooks.Add
+  wb.SaveAs file_path
+  wb.Close
+
+End Function
+
+
+Private Sub UserForm_Initialize()
+  calc_result_empty = True
+  Config.init
+
+  'txtOutputRptDirectory.Text = Var.output_report_directory
+
+  frmMain.cmbGenRptType.AddItem "01 Text Report"
+  frmMain.cmbGenRptType.AddItem "02 Chart Report"
+
+  frmMain.cmbMonthSelect.AddItem "Jan"
+  frmMain.cmbMonthSelect.AddItem "Feb"
+  frmMain.cmbMonthSelect.AddItem "Mar"
+  frmMain.cmbMonthSelect.AddItem "Apr"
+  frmMain.cmbMonthSelect.AddItem "May"
+  frmMain.cmbMonthSelect.AddItem "Jun"
+  frmMain.cmbMonthSelect.AddItem "Jul"
+  frmMain.cmbMonthSelect.AddItem "Aug"
+  frmMain.cmbMonthSelect.AddItem "Sep"
+  frmMain.cmbMonthSelect.AddItem "Oct"
+  frmMain.cmbMonthSelect.AddItem "Nov"
+  frmMain.cmbMonthSelect.AddItem "Dec"
+  cmbMonthSelect.Value = "Jan"
+
+  frmMain.cmbAgentSelect.AddItem "Alex"
+  frmMain.cmbAgentSelect.AddItem "Ben"
+  frmMain.cmbAgentSelect.AddItem "Candy"
+  frmMain.cmbAgentSelect.AddItem "Danny"
+  frmMain.cmbAgentSelect.AddItem "Eason"
+  frmMain.cmbAgentSelect.AddItem "Filex"
+  frmMain.cmbAgentSelect.AddItem "Gary"
+  frmMain.cmbAgentSelect.AddItem "Henry"
+  frmMain.cmbAgentSelect.AddItem "Irene"
+  frmMain.cmbAgentSelect.AddItem "Jenny"
+
+  sales_selected = "Alex"
+  cmbAgentSelect.Text = ""
+  cmbAgentSelect.Value = sales_selected
+
+
+
+  cmbGenRptType.Text = ""
+  cmbGenRptType.Value = "01 Text Report"
+
+  framePressToStart.Visible = True
+  framePressToStart.Top = 75
+  framePressToStart.Left = 10
+  framePressToStart.Height = 283
+  framePressToStart.Width = 388
+
+  frameAgentDetails.Visible = False
+  frameAgentDetails.Top = framePressToStart.Top
+  frameAgentDetails.Left = framePressToStart.Left
+  frameAgentDetails.Height = framePressToStart.Height
+  frameAgentDetails.Width = framePressToStart.Width
+
+  frameTeamDetails.Visible = False
+  frameTeamDetails.Top = framePressToStart.Top
+  frameTeamDetails.Left = framePressToStart.Left
+  frameTeamDetails.Height = framePressToStart.Height
+  frameTeamDetails.Width = framePressToStart.Width
+
+  ' align frame in tab 2
+  frmChartRpt.Top = frmTextReport.Top
+  frmChartRpt.Left = frmTextReport.Left
+  frmChartRpt.Height = frmTextReport.Height
+  frmChartRpt.Width = frmTextReport.Width
+
+  Var.STATUS_COLOR_GREEN = RGB(0, 128, 0)
+  Var.STATUS_COLOR_YELLOW = RGB(255, 255, 0)
+  Var.STATUS_COLOR_RED = RGB(255, 0, 0)
+
+End Sub
+
+Private Sub txtOutputRptDirectory_Change()
+  Var.output_report_directory = txtOutputRptDirectory.Text
+End Sub
+
+
+Private Sub cmdGenReport_Click()
+  If (frmMain.cmbGenRptType.Value = "01 Text Report") Then
+    Common.GenTextReport
+  End If
+
+  If (frmMain.cmbGenRptType.Value = "02 Chart Report") Then
+    Common.GenChartReport
+  End If
+End Sub
+
+
+Private Sub optAgentEnable_Click()
+    If (optAgentEnable.Value) Then
+      cmbAgentSelect.Enabled = True
+      frameAgentDetails.Visible = True
+      frameTeamDetails.Visible = False
+    End If
+End Sub
+
+
+
+
+
+Private Sub optTeamEnable_Click()
+    If (optTeamEnable.Value) Then
+      cmbAgentSelect.Enabled = False
+      frameTeamDetails.Visible = True
+      frameAgentDetails.Visible = False
+    End If
+End Sub
+
+Private Sub cmbGenRptType_Change()
+    If (cmbGenRptType.Value = "01 Text Report") Then
+        frmTextReport.Visible = True
+        frmChartRpt.Visible = False
+    End If
+
+    If (cmbGenRptType.Value = "02 Chart Report") Then
+        frmChartRpt.Visible = True
+        frmTextReport.Visible = False
+    End If
+End Sub
+
+Private Sub cmdNext_Click()
+    UpdateSelectReportTabStatus
+End Sub
+