Curious wrote:
Hi,

I have the following in Excel. I'll need to add the "Shares" for each
"Security" by "Side" for each "Class".

Class_AccountName,Security,Side,Shares

I'm assuming you used commas to denote column breaks.

Since you don't want AccountName in the analysis but you do want Class
it is best to separate these to their own columns.

i.e., instead of this:
Class_AccountName,Security,Side,Shares

do this:
Class,AccountName,Security,Side,Shares

Then a pivot table can summarize any grouping you like. Leave account
name out of the final PT analysis, include class, security, and side in
any of row, column, or page areas, and sum of shares in the data area.