Hello all,
First post and I hope it makes sense.
Basically, I work as an analyst for a wealth management company. I am in the process of creating a spreadsheet which provides our employees with a centralised database to extract fund and portfolio performance data.
We use approximately 150 funds which are members of 33 different sectors. In order to compare performance we usually compare the fund performance to the sector performance. Users select the funds that are in a client's portfolio in the currnet spreadsheet and it provides them with a table of performance for those particular funds. It also provides the sector the fund is a member of and the performance of that fund.
My issue is that I want the table to look like this:
Performance
Sector A %
Fund A1 %
Fund A2 %
Sector B %
Fund B1 %
Fund B2 %
Fund B3 %
Sector C1 %
Fund C1 %
So essentially it groups the funds by sector. In mose cases not all sectors will be part of the table.
I have seperate sheets which show which funds belong to which sector and the performance of all sectors and funds.
How can I create a table that will only the show the sectors of funds that have been selected AND group the funds under each sector - so if there are more than 2 funds in the same sector it only shows that sector's performance once?
Can i do it with formulas? Or do i need macros? Or possibly with pivot tables? I don't have much experience with pivot tables but any suggestions would be greatly appreciated as I plan to work on this tomorrow!
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