Hi all
Currently I am having some challenges with an excel issue and would appreciate on any feedback on how to tackle the same.
I have a list of tickers, security,maturity and other row elements. One ticker may have more than 1 security. I am supposed to create a 5yr bucket that contains 1 security from each ticker that is closet to the 5yr bucket i.e. the maturity of that security from a ticker should be the closest to the 5 year bucket (today+5yr) compared to any other security within the same ticker. I need to do it for a 10yr bucket too but the logic would be the same one I figure out to do it for 5yr.
One constraint is that I cannot use VBA / R to perform that and will need to try to use excel formulas and functions. I have a master data sheet that contains thousands of rows of data as mentioned above and ideally I should have the filtered rows based on the requirement stated above for each 5yr and 10yr bucket in separate worksheets.
I have enclosed a sample snapshot of the input and output data. Feedback will be appreciated.
ThanksPage.jpg
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