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Auto balancing of weights

  1. #1
    Forum Contributor
    Join Date
    03-15-2012
    Location
    Mumbai, India
    MS-Off Ver
    Excel 2007
    Posts
    267

    Auto balancing of weights

    Hi Friends,

    I am working on structuring a portfolio where I have the flexibility of changing the weights of a certain criteria in the portfolio and the other criteria getting rebalanced accordingly.

    I am attaching a sample sheet.

    Let me explain:

    I am structuring 9 different portfolios.

    I have 4 broad criteria, listed in F4:F7

    These 4 broad criteria have been divided into 8 smaller criteria. I have listed the criteria in F12 : F19

    I have assigned weights to the 4 broad criteria in cells G4:O7.

    The weights for the 8 smaller criteria have been shown in cells G12:O19.

    Now for the help....

    Assuming I put a number in cell Q4 which is <> G4, the remaining values should automatically get adjusted in a manner such that the remaining numbers in Q5:Q7 should automatically get adjusted. And the same goes for value changed in Q5, Q6, Q7..... Further, if I change the value in Q4 & Q5, the values in Q6 & Q7 should get adjusted automatically....

    Basically, I am trying to create a system wherein if I change any 1, 2 or 3 values in any of the cells in Q4:Q7, the other values should get adjusted so that the total weight adds upto 100....

    The same is needed to be done in cells T4:T7 and W4:W7

    Can someone help me urgently.... Its very important.....

    As always, many thanks guys....
    Attached Files Attached Files
    Regards,
    Navin Agrawal

  2. #2
    Registered User
    Join Date
    01-14-2013
    Location
    Louisiana
    MS-Off Ver
    Excel 2010
    Posts
    10

    Re: Auto balancing of weights

    I created a new set of values AA to AI. I use this section to offset the values to get the values to balance. Hope this helps.

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