Advanced Filter - Multi Scenario


New Member
Aug 10, 2010

I am trying to filter an Excel 2003 spreadsheet. There are two unique scenarios that I need to handle.

First scenario, list contains funds with multiple classes, one of which is called "total," filter the list to return only the fund containing the word "total"

Div Growth - Class A
Div Growth - Class B
Div Growth - Class C
Div Growth - Total
Div Growth Fund
Balanced - Class A
Balanced - Class B
Balanced - Class C
Balanced - Total
Balanced Fund

Expected result (filter and return):
Div Growth - Total
Balanced - Total

In the second scenario, the list does not contain the word/class "Total"

Emerging Mkts Fund - Class A
Emerging Mkts Fund - Class B
Emerging Mkts Fund - Class C
Emerging Mkts Fund
Income - Class H
Income - Class Y
Income - Class X

If the "total" class is not found, but a class(less) version of the fund is found then return the fund with word "fund" in the name [Emerging Mkts Fund].

If the "total" class is not found, and a fund without the word "fund" in the name and where a class is not present is not found, then filter and return the fund with the highest alpha position class [Income - Class H].

Note that all of these funds (and 1,000+ add'l funds) will be in the same column, in the same spreadsheet, so the solution needs to accommodate all of the above situations concurrently.

Thanks very much for the help.


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