Assigning values to quartiles for multiple data sets

pg101a

New Member
Joined
Jun 22, 2016
Messages
1
Good afternoon,

I'm trying to build an equation that will assign a particular value to a data set depending on if that value is <, between, or > than a certain value. Disregard flows for now, that will be coming from a separate spreadsheet. The remaining five categories are all on one spreadsheet.

For example, the formula would read something like if the alpha for 1yr <50 = 0. If it was between 50 - 75 =.50 and if it was >75 = 1.25. Lather, rinse, repeat for the remaining data points...

Any help on this is greatly appreciated! Thank you

Total% Weighting
Flows1yr55%
3yr55%
1010%
Performance (Percentile Peers)1yr (20%)< 5050 - 75> 75Total% Weighting
Alpha00.51.251.751.75%
Sharpe00.51.251.751.75%
Peers011.752.752.75%
3yr (45%)< 5050 - 75> 75Total% Weighting
Alpha01.752.54.254.25%
Sharpe01.752.54.254.25%
Peers02.7535.755.75%
5yr (35%)< 5050 - 75> 75Total% Weighting
Alpha01.2523.253.25%
Sharpe01.2523.253.25%
Peers022.54.54.50%
012.7518.7531.531.50%
YesNo% Weighting
Performance (Bench)1yr (20%)055.00%
3yr (45%)012.512.50%
5yr (35%)01010.00%
027.527.50%
Total% Weighting
Morningstar*****00.00%
****00.00%
***00.00%
**2.52.50%
*55.00%
7.57.50%
Total% Weighting
CostSecond Quartile2.52.50%
Annual Report Net Exp. RatioThird Quartile55.00%
Fourth Quartile7.57.50%
1515%
Total% Weighting
ManagementPM Stability< 3yr1.751.75%
< 1yr2.52.50%
Assets< $50M1.751.75%
< $75M2.52.50%
8.58.50%
100.00100.00%

<tbody>
</tbody>
 

Excel Facts

Whats the difference between CONCAT and CONCATENATE?
The newer CONCAT function can reference a range of cells. =CONCATENATE(A1,A2,A3,A4,A5) becomes =CONCAT(A1:A5)

Forum statistics

Threads
1,214,990
Messages
6,122,625
Members
449,093
Latest member
catterz66

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top