Help with Summing Up Totals

S

sabunabu

I am trying to sum up totals in order to get an accurate picture of th
style box (large cap growth, large cap core, large cap value, etc.
each stock corresponds to. Right now, I have the percentage investmen
for each stock of the total portfolio and then what style box it fall
in (large cap growth, large cap core, etc.) How can I write a formul
that will look up what style box it is then take the percentage fo
that stock and then sum it all up? I know I could use a VLookup bu
how do I sum them in the event that there's more than one stock tha
falls into a certain style box?

For example, let's say that GE is 5% of portfolio and Microsoft is 5%.
They are both considered large cap core. I want the large cap core t
show 10% of investment. So on and so forth for each style box.

TIA
 
D

Don Guillett

You could use a sumproduct formula or data>filter>autofilter on desired and
then use SUBTOTAL
 
S

sabunabu

How would I use Sumproduct? I thought the dimensions had to be the sam
and "large core" wouldn't be the same as 10% right? What would I fit i
each array?

I would like to make it an ongoing formula that recalculate
automatically as the data changes so the autofilter option wouldn'
really work.


Thanks in advance
 
S

sabunabu

I got the sumif function to calculate these totals in case any of yo
are looking for a similar answer.


Thanks anyways
 
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