Automatically Consolidating Data Using Macro or Formulas

[danelskibr]

Hello, and thank you in advance for the help!

I have data that I pull and copy into an excel sheet every day. I would like this data to be consolidated and rearranged automatically to make it easier to use. This is what the data looks like when I paste it into excel:

	F	G	H	I	J	K	L	M
1	Asset Class	Asset Description	Asset ID 1	Asset ID 2	Market Value	Quantity	Price	%
2	Domestic Equity	Apple	USELESS	AAPL	1000	10	22	10%
3	International Fixed Income	Goldman International	USELESS	GSDIX	2500	2	33	25%
4	Domestic Equity	AT&T	USELESS	T	100	3	54	1%
5	Domestic Equity	Bank of America	USELESS	BAC	500	5	62	5%
6	Domestic Fixed Income	Doubline Total Return	USELESS	DBLTX	300	6	32	3%
7	Other Equity	Vanguard REIT	USELESS	VNQ	1500	15	12	15%
8	Domestic Fixed Income	Loomis Sayles	USELESS	LSBDX	4000	20	35	40%
9	Commodities	Silver ETF	USELESS	SLV	100	15	12	1%

<tbody>
</tbody>

On a seperate tab in the same worksheet, I would like to have this data automatically converted into a more usefull format. Ideally, column F (Asset Class) would be in columns, and the securities would be listed under their respective asset class along. The example below would be a great start.


I would like to stay away from pivot tables if at all possible. Like I said before, the reformatting must be completed automatically when I paste the data or by clicking a macro button.

THANKS FOR THE HELP!

Domestic Equity		Other Equity		Domestic Fixed Income		International Fixed Income		Commodities
Ticker	Market Value	Ticker	Market value	Ticker	Market Value	Ticker	Market Value	Ticker	Market Value
AAPL	1000	VNQ	1500	DBLTX	300	GSDIX	2500	SLV	100
T	100			LSBDX	4000
BAC	500

<tbody>
</tbody>

 

[hiker95]

Peter_SSs,

And, when I save it, I am not able to see what I have just entered.

I have to go back and search my replies/thread, and, then I can go back in?????

 

[Peter_SSs]

You can remove my last reply.

Done

I have been having a problem with trying to edit a reply before the 10 minute time out.

..

And, when I save it, I am not able to see what I have just entered.

I have to go back and search my replies/thread, and, then I can go back in?????

I have not heard of others experiencing such problems recently so I suspect the problem is at your end.

In such circumstances, Joe4 usually suggests that ".. issue often resides with a corrupt cookie, and deleting the cookies, cache, and temporary internet files resolves it"

 

[hiker95]

Done



I have not heard of others experiencing such problems recently so I suspect the problem is at your end.

In such circumstances, Joe4 usually suggests that ".. issue often resides with a corrupt cookie, and deleting the cookies, cache, and temporary internet files resolves it"

Thanks, I will give that a try.

 

[danelskibr]

hiker95,

I appologize for not giving you more specific information from the beginning. I am new to the forum and wasnt expecting someone to be kind enough to actually write the code for me. I was expecting some advice at best. I am very grateful for your help and I will use the tools you mentioned to get it right the first time from now on!

I am having difficulty using the links you sent becasue they are blocked by my employer. I will send the workbook to my home computer, and continue from there.

Thanks again for the help. Ill get this done ASAP.

 

[hiker95]

danelskibr,

Thanks for the feedback.

You are very welcome.

Will check on your next reply.