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Creating a dynamic asset allocation chart
I was inspired by a recent E-Trade commercial to build a financial portfolio
pie chart using Excel. The chart I have in mind would show the percent breakdown of asset allocation (e.g., cash, large cap stocks, small cap stock, etc). This is the data table format I had in mind: Financial Institute (column 1), Allocation (column 2), and Amount (column 3) e.g., BofA Cash $1600 Fidelity Large Cap $1000 Fidelity Cash $101 As I update my allocation, say, move some cash to small cap stocks, the chart would automatically display my new portfolio breakdown. The problem I'm running into is this: when I try to create such a pie chart, each row (series) is created as its own slice (e.g., BofA cash, Fidelity Large Cap, Fidelity cash) rather than grouping a single "cash" category. Is it possible for Excel to dynamically look for cells with the same content (say, "Cash") and add the corresponding amount to form a single slice? Thanks in advance! |
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