My goal is to sort/filter database information that exists in the top of a
spreadsheet into a summary report further down in the same spreadsheet for an
individual account. Column headings in the top of the spreadsheet would be
"account number", "account name", "shares", "asset name", "asset type",
"cost", and "market value". Each row would have information for a specific
unique security held in each account. Therefore if account 123 had 5 common
stocks, 3 fixed income securities, and 2 mutual funds, the database would
have 10 rows for account 123, with 1 row for each indivudual security. Below
the database information, could one creata a report that had headings for
"asset type", such as common stock, fixed income, and mutual funds, with each
indivdual security listed under the appropriate heading.

You would have different numbers of rows under each heading, depending on
what securities are held by a specific account.

Any ideas?