Hi, I am doing some work for a small business, and I have been saving them lots of time by building excel sheets which do many computations for them.
The nature of the work is financial, and there is information here I can't easily post, so I'm using screenshots with some info blacked out.
Here is what I'm trying to do. What I need is a point in the right direction of how to accomplish this. I'm unsure as to whether Excel formulas will get me there, or if we will need to have some code written.
This is a sheet which is pulled in from a program called eMoney, called the eMoneyData sheet. (emoney.png)
Based off columns O - R (Divers Code, Style, Equity, and Domestic/International), I need columns D and K (Description and Value) to be imported into a new sheet.
This new sheet is called the KeySheet, and is attached as well. (keysheet.png)
The key sheet will have many pre-determined categories such as Stocks/Mutual Funds, Other Equities, etc. Based off the columns O-R in the other sheet, I can sort the appropriate asset into the appropriate category.
Where I get stuck is that the number of assets owned by any given client will change, and can change frequently among individual clients as they buy and sell assets. This means we need the blank rows on the KeySheet under categories such as "Equity Based Stocks/Mutual Funds" to auto-adjust to how many of that type are found on the eMoneyData sheet.
If anyone could point me in the right direction of a coding language or formula I could use to accomplish this, I would greatly appreciate it!
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