PRJ: Macro to Sum Values in Filtered List

ID: Q124482

The information in this article applies to:

SUMMARY

The Microsoft Project sample macro in the "More Information" section of this article sums numeric values from a list of visible tasks and displays the total in a task row at the bottom of the list.

MORE INFORMATION

Microsoft provides examples of Visual Basic for Applications procedures for illustration only, without warranty either expressed or implied, including, but not limited to the implied warranties of merchantability and/or fitness for a particular purpose. The Visual Basic procedures in this article are provided 'as is' and Microsoft does not guarantee that they can be used in all situations. While Microsoft Support professionals can help explain the functionality of a particular macro, they will not modify these examples to provide added functionality, nor will they help you construct macros to meet your specific needs. If you have limited programming experience, you may want to consult one of the Microsoft Solution Providers. Solution Providers offer a wide range of fee-based services, including creating custom macros. For more information about Microsoft Solution Providers, call Microsoft Customer Information Service at (800) 426-9400.

The following macro sums the values from the Number1 fields of all visible tasks. After you run this macro, a new task named "Total" will be created and displayed at the end of the active project. The Number1 field in this task will contain the sum of the Number1 values for all other visible tasks.

Microsoft Project 4.x

1. On the Tools menu, click Macros.

2. Click New.

3. In the Macro Name field, type "SumFilteredList" (without the quotation

   marks). Click OK.

4. In the Module Editor, enter the following code:

      Sub SumFilteredList()
      ' This macro totals up the values in the Number1 field
      ' for all visible (filtered) tasks, and displays this total
      ' at the bottom of the task list.

      Dim oTask As Task          ' Current task pointer
      Dim oTotalTask As Task     ' Totals task pointer
      Dim fTotal As Single       ' Used to hold totals

         ' Ignore error generated by trying to delete a task
         ' that does not exist.
         On Error Resume Next
         ' If totals task is present, delete it.
         ActiveProject.Tasks("Total:").Delete
         ' Re-enable default error handling
         On Error GoTo 0

         ' Select visible tasks
         SelectAll
         ' If tasks are selected, then loop through each of them
         If Not (ActiveSelection.Tasks Is Nothing) Then
            For Each oTask In ActiveSelection.Tasks
                ' Add Number1 for each task to total
               fTotal = fTotal + oTask.Number1   ' Field to Sum
            Next oTask
         Else
            ' There's nothing to add
            Exit Sub
         End If

          ' Create Totals task so it's visible
         Set oTotalTask = ActiveProject.Tasks.Add("Total:")

         ' Insure "Totals:" task is at outline level 1 (not indented)
         Do Until oTotalTask.OutlineLevel = 1
              oTotalTask.OutlineOutdent
         Loop

         ' Put total in proper field
         oTotalTask.Number1 = fTotal             ' Field containing total

         ' Hide task bar for this task
         oTotalTask.HideBar = True
         ' Select totals row
         SelectRow oTotalTask.ID, False
         ' Set font to bold
         FontBold Set:=True

      End Sub

To use this macro, do the following:

1. Select a task view that uses a table, such as the Gantt Chart.

2. Display only the tasks you want to calculate a total for either by

   applying a filter or by hiding or showing subtasks.

3. On the Tools menu, click Macros.

4. In the Macro list, select SumFilteredList, and then click Run.

Microsoft Project 98

1. On the Tools menu, point to Macro, and then click Macros.

2. In the Macro Name field, type "SumFilteredList" (without the quotation

   marks). Click Create. 

3. In the Visual Basic Editor, enter the following code:

      Sub SumFilteredList()
      ' This macro totals up the values in the Number1 field
      ' for all visible (filtered) tasks, and displays this total
      ' at the bottom of the task list.

      Dim oTask As Task          ' Current task pointer
      Dim oTotalTask As Task     ' Totals task pointer
      Dim fTotal As Single       ' Used to hold totals

         ' Ignore error generated by trying to delete a task
         ' that does not exist.
         On Error Resume Next
         ' If totals task is present, delete it.
         ActiveProject.Tasks("Total:").Delete
         ' Re-enable default error handling
         On Error GoTo 0

         ' Select visible tasks
         SelectAll
         ' If tasks are selected, then loop through each of them
         If Not (ActiveSelection.Tasks Is Nothing) Then
            For Each oTask In ActiveSelection.Tasks
                ' Add Number1 for each task to total
               fTotal = fTotal + oTask.Number1   ' Field to Sum
            Next oTask
         Else
            ' There's nothing to add
            Exit Sub
         End If

          ' Create Totals task so it's visible
         Set oTotalTask = ActiveProject.Tasks.Add("Total:")

         ' Insure "Totals:" task is at outline level 1 (not indented)
         Do Until oTotalTask.OutlineLevel = 1
              oTotalTask.OutlineOutdent
         Loop

         ' Put total in proper field
         oTotalTask.Number1 = fTotal             ' Field containing total

         ' Hide task bar for this task
         oTotalTask.HideBar = True
         ' Select totals row
         SelectRow oTotalTask.ID, False
         ' Set font to bold
         FontBold Set:=True

      End Sub

To use this macro, do the following:

1. Select a task view that uses a table, such as the Gantt Chart.

2. Display only the tasks you want to calculate a total for either by

   applying a filter or by hiding or showing subtasks.

3. On the Tools menu, point to Macro, and then click Macros.

4. In the Macro list, select SumFilteredList, and then click Run.

Modifying the Macro

To sum values from fields other than Number1, replace the reference to Number1 on the line commented with "Field to sum" with the name of the field for which you want to derive a total. To place the total in a field other than Number1, replace the reference to Number1 on the line commented with "Field containing total" with the name of the field into which you actually want to place the total.

For example, if the field you want to sum is a calculated field, such as Cost or Actual Cost, then the sum must be placed in a non-calculated field, such as Cost1 or Number1. Therefore, to get the total cost fields for all visible tasks and place the total in the Cost1 field of the "Total" task, you would change the indicated lines as follows:

   fTotal = fTotal + oTask.Cost   ' Field to Sum
   oTotalTask.Cost1 = fTotal      ' Field containing total

Additional query words: 4.00
Keywords          : kbcode kbprg 
Version           : 4.0 4.1 4.1a 98
Platform          : MACINTOSH WINDOWS
Issue type        : kbhowto

Last Reviewed: May 18, 1999