Pivot Tables - weighted yield

Alfraydo

New Member
Joined
Apr 30, 2008
Messages
4
Hi All,

I am using a pivot table to show an investment portfolio's position split by investment type and then individual holdings within each type, but there are two things I cannot represent in the pivot table the way I would like:

- The data table the pivot table is drawing from has yield % for each holding which is fine, but I cannot find a setting that shows the yield % for individual holdings and also a weighted yield % for each type of investment and the total portfolio yield % as well.

- I cannot bring text fields through, i.e. each holding is part of an account (3 types) and I want that account name shown for each holding, however when I put it in "Column Labels" it inserts 3 columns and a numerical value for each holding.

Can anybody help?!?!

:confused::confused::confused:

Thanks!

Alex
 

Excel Facts

Add Bullets to Range
Select range. Press Ctrl+1. On Number tab, choose Custom. Type Alt+7 then space then @ sign (using 7 on numeric keypad)

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