Pull in Private Equity Data Based on 1 Criteria

[jskelly05]

Hello,

I'm building a report and am having difficulty pulling data in from a report generated from my database and getting into an excel report formatted how I would like. Essentially, each category has a title, such as "venture", and has several funds. I'm hoping to be able to have all venture funds pull into the venture category, and all buyout funds pull into the buyout category. In the pic, the left hand side is the report, with the titles (not the actual- just an example). The data on the right is how it is generated from the data base and, highlighted in green, is what i would like to have pulled in to the left hand side, each fund gets its own row. As the funds constantly change, I need to have it be dynamic, so it cant be a simple IF statement. Any ideas? Any and all help is greatly appreciated!

excel.JPG

[Pete_UK]

It would help if you attached a sample Excel workbook, rather than a picture of one.

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Hope this helps.

Pete

[jskelly05]

Here is the example workbook. Thanks for explaining how to get it on here.

[protonLeah]

It there more to this than...?
Use a pivot table:

[jskelly05]

Hey thanks for your response. There is a little more to it than that. I attached a full spreadsheet of what I'm trying to do, sorry about earlier- the info is confidential. The far right tab is an example of what the system generates, then the middle tab is just organizing the info how I would like. The issue is really pulling all the data to the "appendix" tab and having the strategy category with the info for each fund in that given strategy under it. How I will ideally have it set up, is when I refresh the report (generated report tab), everything on the appendix tab will pull in. There would be some formatting issues i will deal with later. But I was thinking of writing a formula to look up the "buyout" heading and pull in all funds under buyout from the pivot table sheet. Let me know if this helps clarify anything and thanks again!

[Bo_Ry]

Is this work?

Appendix B6

=IFERROR(INDEX('Generated Report'!B:B,AGGREGATE(15,6,ROW(BSG_PA___Focus_List)/FIND($B$4,INDEX(BSG_PA___Focus_List,,1)),ROWS(B$6:B6))),"")

Change B:B to other column that you want

[jskelly05]

Amazing! I made a couple of minor adjustments so it would work with the actual spreadsheet but it looks like things work great! I really appreciate your help!