I have portfolio of traders. Each trader makes certain amount of profit per month and has certain amount of drawdown per month. I want to be able to control which traders are part of the portfolio, so trader is either ACTIVE or DISABLED. I need to sumup monthly performance (Profit/Loss & Drawdown) for only ACTIVE traders.
So if Trader 1 and Trader 3 are ACTIVE (G1, M1), for the month of January it will sum up Profit/Loss (F3 + L3) and place result into TOTAL Profit/Loss for January (C3). Also it will sum up Drawdown (G3 + M3) and place result in TOTAL Drawdown for January (D3).
So the formulas I need would be placed into C3 & D3, from there I want to be able to select them and grab bottom right corner of D3 and drag it all the way down to row 14 so TOTAL Profit/Loss & Drawdown is automatically calculated for all months.
Original table has like 5 years of data and maybe 30 traders, so without automation it's very complicated and I just can't come up with solution to this.
Can somebody help me with this please?
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So if Trader 1 and Trader 3 are ACTIVE (G1, M1), for the month of January it will sum up Profit/Loss (F3 + L3) and place result into TOTAL Profit/Loss for January (C3). Also it will sum up Drawdown (G3 + M3) and place result in TOTAL Drawdown for January (D3).
So the formulas I need would be placed into C3 & D3, from there I want to be able to select them and grab bottom right corner of D3 and drag it all the way down to row 14 so TOTAL Profit/Loss & Drawdown is automatically calculated for all months.
Original table has like 5 years of data and maybe 30 traders, so without automation it's very complicated and I just can't come up with solution to this.
Can somebody help me with this please?
TOTAL | Trader 1 | ACTIVE | Trader 2 | DISABLED | Trader 3 | ACTIVE | ||||||
Month | Profit /Loss | Drawdown | Profit /Loss | Drawdown | Profit /Loss | Drawdown | Profit /Loss | Drawdown | ||||
January | 2 | 1 | 2 | 1 | 2 | 1 | ||||||
February | 3 | 2 | 3 | 2 | 3 | 2 | ||||||
March | 4 | 3 | 4 | 3 | 4 | 3 | ||||||
April | 5 | 4 | 5 | 4 | 5 | 4 | ||||||
May | 6 | 5 | 6 | 5 | 6 | 5 | ||||||
June | 7 | 6 | 7 | 6 | 7 | 6 | ||||||
July | 8 | 7 | 8 | 7 | 8 | 7 | ||||||
August | 9 | 8 | 9 | 8 | 9 | 8 | ||||||
September | 10 | 9 | 10 | 9 | 10 | 9 | ||||||
October | 11 | 10 | 11 | 10 | 11 | 10 | ||||||
November | 12 | 11 | 12 | 11 | 12 | 11 | ||||||
December | 13 | 12 | 13 | 12 | 13 | 12 |
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