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I know this should be easy, but I can't make it work. Help!!
I'm trying to build a report for a bank that totals all of their customers' portfolios, by type of asset. Each security in a portfolio has a classification code linked to it, & I want total by a group of those codes. ex: ASSET MARKET VALUE CLASS CODE IBM 500,000 400 GE 2500 420 KO 500 499 US BOND 10,000 600 MNY MKT 15,000 850 I'm trying to do a sum of market value if the class code range is between 400 & 499, etc. I can do this very easily with a pivot table, but I need to copy these values to a new sheet so I need to make sure they're in the same cell every time it is updated. |
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