Challenging Groupby-Like Formula

I am trying to come up with a way to have a running total of who owns what stock and how much they still own. Not sure if a groupby function would do the trick? Attached is a sample file. With more instructions. I appreciate the help.

Alex

Hi Alex,

Create a new column called "Movement" with the formula
=D2*IF(A2="Buy",1,IF(A2="Sell",-1,0))

Autofill etc.
This will create positive values for Buy and negative for Sell, 0 for undefined.

Then create a pivot table (Insert > Pivot Table) and set the source to A1:F20 (including the new "Movement" column).

Drag "Person" and "Stock" to Row Labels and then "Movement" to Values. It should default to "Sum of Movement".

PT.PNG

Beautiful. Thank You

You're welcome

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