I am trying to sum up totals in order to get an accurate picture of the
style box (large cap growth, large cap core, large cap value, etc.)
each stock corresponds to. Right now, I have the percentage investment
for each stock of the total portfolio and then what style box it falls
in (large cap growth, large cap core, etc.) How can I write a formula
that will look up what style box it is then take the percentage for
that stock and then sum it all up? I know I could use a VLookup but
how do I sum them in the event that there's more than one stock that
falls into a certain style box?

For example, let's say that GE is 5% of portfolio and Microsoft is 5%.
They are both considered large cap core. I want the large cap core to
show 10% of investment. So on and so forth for each style box.

TIA.


--
sabunabu
------------------------------------------------------------------------
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You could use a sumproduct formula or datafilterautofilter on desired and
then use SUBTOTAL

--
Don Guillett
SalesAid Software

"sabunabu" wrote in
message ...

I am trying to sum up totals in order to get an accurate picture of the
style box (large cap growth, large cap core, large cap value, etc.)
each stock corresponds to. Right now, I have the percentage investment
for each stock of the total portfolio and then what style box it falls
in (large cap growth, large cap core, etc.) How can I write a formula
that will look up what style box it is then take the percentage for
that stock and then sum it all up? I know I could use a VLookup but
how do I sum them in the event that there's more than one stock that
falls into a certain style box?

For example, let's say that GE is 5% of portfolio and Microsoft is 5%.
They are both considered large cap core. I want the large cap core to
show 10% of investment. So on and so forth for each style box.

TIA.


--
sabunabu
------------------------------------------------------------------------
sabunabu's Profile:
http://www.excelforum.com/member.php...o&userid=29395
View this thread: http://www.excelforum.com/showthread...hreadid=492694

How would I use Sumproduct? I thought the dimensions had to be the same
and "large core" wouldn't be the same as 10% right? What would I fit in
each array?

I would like to make it an ongoing formula that recalculates
automatically as the data changes so the autofilter option wouldn't
really work.


Thanks in advance!


--
sabunabu
------------------------------------------------------------------------
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I got the sumif function to calculate these totals in case any of you
are looking for a similar answer.


Thanks anyways!


--
sabunabu
------------------------------------------------------------------------
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must be the same size
=sumproduct((rnga=1)*(rngaB="joe")*rngC)

--
Don Guillett
SalesAid Software

"sabunabu" wrote in
message ...

How would I use Sumproduct? I thought the dimensions had to be the same
and "large core" wouldn't be the same as 10% right? What would I fit in
each array?

I would like to make it an ongoing formula that recalculates
automatically as the data changes so the autofilter option wouldn't
really work.


Thanks in advance!


--
sabunabu
------------------------------------------------------------------------
sabunabu's Profile:
http://www.excelforum.com/member.php...o&userid=29395
View this thread: http://www.excelforum.com/showthread...hreadid=492694