Project Help

[euanuk]

Hi,

My first post on the forum so hello. I am comfortable with the basic functions of Excel but I'm looking for a bit of help on a project I have to complete which requires a more technical approach than I'm used to.

Basically I am looking to create a worksheet which has a drop down menu at the top containing risk scores 1-5.

When I select 1,2,3,4 or 5 from the list I would like a table to show the asset allocation for specific to that score and also to show a list of investments that would be suitable for score.

Obviously I have all of the data on the asset allocation and investments but I need some help in setting up the excel so it will show the data specific to the risk scores when selected from the drop down menu.

Thanks in advance.

Euan

 

[Jerry Sullivan]

Hi Euan and Welcome,

Does your data table have a field that ranks each row as having an investment risk or 1-5? If so, a fairly simple approach would be to use Autofilters.

 

[Jerry Sullivan]

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