danelskibr
Board Regular
- Joined
- Dec 31, 2014
- Messages
- 58
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:
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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!
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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 | |||||||||
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