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Expert Needed: Conditional Formatting and SumIF/VlookUp issue (Last row)

  1. #1
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    Lightbulb Expert Needed: Conditional Formatting and SumIF/VlookUp issue (Last row)

    Hey All,

    I am trying to conditional format the top right chart "Asset Class Exposure" so that each asset class will turn red when the sum of all the respective New Target Change From Current (%) is <0, and green when it is >0.

    Here is the issue I am having since the column is in the furthest right row (And it must remain there) I am unable to use a VLOOKUP.

    I tried using the following formula

    =IF(SUMIF($L$14:$L$25,K9,$J$14:$J$25)<0,"Sell",IF(SUMIF($L$14:$L$25,K9,$J$14:$J$25)>0,"Buy","")) and then using a conditional format ="Buy" format green (vice versa for red)

    However for Asset classes with multiple when summing it sometimes doesnt sum correctly. Please see the second screen capture. (1+1-2=0) Therefore the Equity box should remain white.

    What am i doing wrong and how can I fix this.

    The number on top of the "New Target Weight" box is the value of the forumla seen in the formula box (i.e the same formula used in the conditional format)

    I really appreciate any solution you can offer me.

    *Note the New Target Change From Current calculates itself based on a new value typed in New Target Weight.Capture.PNGCapture1.PNG

    Thank you

  2. #2
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    Re: Expert Needed: Conditional Formatting and SumIF/VlookUp issue (Last row)

    Probably I can't help you enough with this one, but I suggest you follow the advice in the link below.

    http://www.excelforum.com/the-water-...-question.html
    Notice my main language is not English.

    I appreciate it, if you reply on my solution.

    If you are satisfied with the solution, please mark the question solved.

    You can add reputation by clicking on the star * add reputation.

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    Re: Expert Needed: Conditional Formatting and SumIF/VlookUp issue (Last row)

    Sorry about that. Find the excel sheet attached
    Attached Files Attached Files

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    Re: Expert Needed: Conditional Formatting and SumIF/VlookUp issue (Last row)

    It looks like you may have it formatted right. This is when Excel lets you down though due to the way it stores numbers across cells. You're right that it should add to 0, however after Excel stores the converts and stores this as binary some of the precision is lost.

    Your SUMIF equation ends up with 1.04083E-17 instead of just 0.

    Sadly this happens with repeated math operations using decimals. I suppose this can be fixed by introducing some rounding or change 0 to something like 0.00001 in your conditional format equations.
    <----Don't forget to add reputation if I helped

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    Re: Expert Needed: Conditional Formatting and SumIF/VlookUp issue (Last row)

    Does anyone else have any idea on how i can work around that

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