Index and Match with Sum having 2 columns

srinivaspokala

New Member
Joined
Feb 9, 2021
Messages
2
Office Version
  1. 365
Platform
  1. Windows
  2. Mobile
Hi All,
I need country wise total(Weight %) under each sectors displayed in column heading from list securities. Can you please check and advice the better formula to use, have tried doing with index and match and not getting exact results

Output should be like below with values.

Portfolio absolute weights
(excl. cash, derivatives, money market funds)
(incl. equity funds)
Consumer ServicesEnergyMaterialsCapital GoodsCommercial & Professional ServicesTransportationAutomobiles & ComponentsConsumer Durables & ApparelHotels Restaurants & LeisureMedia & EntertainmentRetailingFood & Staples RetailingFood, Beverage & TobaccoHousehold & Personal ProductsHealth Care Equipment & ServicesPharmaceuticals, Biotechnology & Life SciencesBanksDiversified FinancialsInsuranceReal EstateSoftware & ServicesTechnology Hardware & EquipmentSemiconductors & Semiconductor EquipmentTelecommunication ServicesUtilitiesTotal
United States
Canada
Other North American Developped (describe)
UK
France
Switzerland
Germany

Data I have is below

NameWeight %SectorCountry of Risk
MARVELL TECH GRP LTD
0.284027​
Semiconductors & Semiconductor EquipmentUnited States
ATLASSIAN CORP PLC
0.251582​
Software & ServicesUnited States
0.024015​
UnknownIreland
CHECK POINT SOFTWARE
0.14749​
Software & ServicesIsrael
NXP SEMICONDUCTR
0.369721​
Semiconductors & Semiconductor EquipmentNetherlands
ACTIVISION BLIZZARD
0.579235​
Media & EntertainmentUnited States
ADOBE INC
1.8178​
Software & ServicesUnited States
ADV MICRO DEVICES
0.851615​
Semiconductors & Semiconductor EquipmentUnited States
ALEXION PHARM INC
0.279837​
Pharmaceuticals, Biotechnology & Life SciencesUnited States
ALIGN TECH INC
0.344706​
Health Care Equipment & ServicesUnited States
ALPHABET INC
3.28378​
Media & EntertainmentUnited States
ALPHABET INC
2.979856​
Media & EntertainmentUnited States



Thanks
 

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Misca

Well-known Member
Joined
Aug 12, 2009
Messages
1,691
Welcome to the board!

INDEX / MATCH would be perfect if you wanted to get the values from your matrix to the table below but I believe you're trying to sum the values from table below to the first table.

I think you could write an INDEX / MATCH formula if you tried hard enough but usually the best solution is the easiest one:
Excel Formula:
=SUMIFS(Table1[Weight %],Table1[Sector],C$1,Table1[Country of Risk],$A3)
Adjust the ranges to match your data.

If you want to see the average instead of sum use AVERAGEIFS with the same parameters.
 

srinivaspokala

New Member
Joined
Feb 9, 2021
Messages
2
Office Version
  1. 365
Platform
  1. Windows
  2. Mobile
Welcome to the board!

INDEX / MATCH would be perfect if you wanted to get the values from your matrix to the table below but I believe you're trying to sum the values from table below to the first table.

I think you could write an INDEX / MATCH formula if you tried hard enough but usually the best solution is the easiest one:
Excel Formula:
=SUMIFS(Table1[Weight %],Table1[Sector],C$1,Table1[Country of Risk],$A3)
Adjust the ranges to match your data.

If you want to see the average instead of sum use AVERAGEIFS with the same parameters.
Amazing, worked out successfully in first attempt. I don't know that we can do lot with sumif. Thanks a lot for your quick help.
 

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