+ Reply to Thread
Results 1 to 4 of 4

Using Sumproduct to calculate weighted average

  1. #1
    Forum Contributor
    Join Date
    06-16-2014
    Location
    Columbia, Maryland
    MS-Off Ver
    2013
    Posts
    134

    Using Sumproduct to calculate weighted average

    So I have a bond portfolio made up of bond funds and treasuries. I have broken out for the bond funds what portion of their portfolios are attributable to Government bonds, Corporate bonds, Asset backed bonds etc. Now each bond obviously makes up a certain weight in the portfolio. What I'm trying to do is calculate the weighted average percentage of Government bonds, Corporate bonds, Asset backed bonds etc for the entire portfolio based on each bond funds weighting in the portfolio. I've attached what I have so far, I just would like to know if I've done it correctly or if I'm missing something. Any help in clarifying this would be greatly appreciated The column "N" is where I have the weighted average calculation that I need help with.

    Cheers!
    Attached Files Attached Files

  2. #2
    Registered User
    Join Date
    01-28-2014
    Location
    Brno
    MS-Off Ver
    Excel 2010
    Posts
    70

    Re: Using Sumproduct to calculate weighted average

    Hi,

    You need to change relative reference to absolute - see attached file.
    Attached Files Attached Files

  3. #3
    Valued Forum Contributor
    Join Date
    01-10-2012
    Location
    Texas
    MS-Off Ver
    Excel 2010
    Posts
    651

    Re: Using Sumproduct to calculate weighted average

    looks like you need to make your reference to row 3 absolute, ie:

    Formula: copy to clipboard
    Please Login or Register  to view this content.


    this will sum to 100% meaning it is the breakout of each individual fund's contribution to the whole bond portfolio. take out the /$n$3 to sum to 56.6% i.e. see each individual fund's contribution to the entire portfolio.
    Hope I could help - if your post has been solved don't forget to mark it as such.

    Clicking the * below is a great way to say thanks!

    "Drowning in 10 feet of water isn?t any different than drowning in a million feet. And if you can swim, it doesn?t matter how deep the ocean is. At some level, once you realize you?re in water that?s too deep to stand, you have to have a very different approach," - Joi Ito

  4. #4
    Forum Contributor
    Join Date
    06-16-2014
    Location
    Columbia, Maryland
    MS-Off Ver
    2013
    Posts
    134

    Re: Using Sumproduct to calculate weighted average

    Ah I missed that! Thank you guys for the help!

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. sumproduct function for weighted average
    By copperdog in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 10-18-2014, 10:18 PM
  2. Replies: 6
    Last Post: 11-25-2013, 08:35 PM
  3. Weighted Average IF (sumproduct conditional)
    By Leopold2000 in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 09-16-2013, 03:27 PM
  4. [SOLVED] Help with IF and SUMPRODUCT to calculate weighted average??
    By consulttk in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 11-02-2012, 03:56 PM
  5. SUMPRODUCT Issue - Need to calculate weighted average of multiple ranges
    By arcobalt in forum Excel Formulas & Functions
    Replies: 2
    Last Post: 11-01-2012, 04:55 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1