Hi All,
I have a feeling this is what Pivot tables where created for, but I just can't seem to figure it out.
I have a Pivot table of data as such:
<TABLE style="WIDTH: 250pt; BORDER-COLLAPSE: collapse" cellSpacing=0 cellPadding=0 width=333 border=0><COLGROUP><COL style="WIDTH: 183pt; mso-width-source: userset; mso-width-alt: 8923" width=244><COL style="WIDTH: 67pt; mso-width-source: userset; mso-width-alt: 3254" width=89><TBODY><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BACKGROUND: #dbe5f1; BORDER-LEFT: #ece9d8; WIDTH: 183pt; COLOR: black; BORDER-BOTTOM: #95b3d7 0.5pt solid; FONT-FAMILY: Calibri; HEIGHT: 15pt; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none; mso-pattern: #DBE5F1 none" width=244 height=20>Row Labels</TD><TD style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BACKGROUND: #dbe5f1; BORDER-LEFT: #ece9d8; WIDTH: 67pt; COLOR: black; BORDER-BOTTOM: #95b3d7 0.5pt solid; FONT-FAMILY: Calibri; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none; mso-pattern: #DBE5F1 none" width=89>Sum of Value</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl65 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #95b3d7 0.5pt solid; FONT-FAMILY: Calibri; HEIGHT: 15pt; BACKGROUND-COLOR: transparent; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none" height=20>ClientNAME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #95b3d7 0.5pt solid; FONT-FAMILY: Calibri; BACKGROUND-COLOR: transparent; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none" align=right>$1,392,235.74</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl66 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #ece9d8; FONT-FAMILY: Calibri; HEIGHT: 15pt; BACKGROUND-COLOR: transparent; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none" height=20>Non-Qualified</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #ece9d8; FONT-FAMILY: Calibri; BACKGROUND-COLOR: transparent; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none" align=right>$494,470.92</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>BALANCED</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$8,172.67</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>CASH EQUIVALENTS</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$7,107.31</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>HIGH-YIELD FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$17,722.29</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>INTERNATIONAL FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$5,510.84</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>INTERNATIONAL STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$55,775.50</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>LARGE CAP STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$97,115.20</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>LONG-/INTERMEDIATE-TERM</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$53,531.95</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>MID/SMALL CAP STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$22,814.85</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>MULTI-SECTOR FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$25,752.30</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>REAL ESTATE</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$150,000.00</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>SHORT-TERM FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$21,284.19</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>SPECIALTY/SECTOR</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$21,478.87</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>WORLD STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$8,204.96</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl66 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #ece9d8; FONT-FAMILY: Calibri; HEIGHT: 15pt; BACKGROUND-COLOR: transparent; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none" height=20>Qualified</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #ece9d8; FONT-FAMILY: Calibri; BACKGROUND-COLOR: transparent; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none" align=right>$897,764.82</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>BALANCED</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$39,937.44</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>CASH EQUIVALENTS</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$11,641.30</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>HIGH-YIELD FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$27,825.21</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>INTERNATIONAL FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$39,078.24</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>INTERNATIONAL STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$76,279.30</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>LARGE CAP STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$194,505.81</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>LONG-/INTERMEDIATE-TERM</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$157,422.51</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>MID/SMALL CAP STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$77,321.10</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>MULTI-SECTOR FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$61,795.94</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>NON-CLASSIFIED</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$25,000.00</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>PRINCIPAL PRESERVATION</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$24,554.58</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>REAL ESTATE</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$130,692.75</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>SHORT-TERM FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$23,979.54</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>SPECIALTY/SECTOR</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$7,731.09</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl65 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #95b3d7 0.5pt solid; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BACKGROUND: #dbe5f1; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #ece9d8; FONT-FAMILY: Calibri; HEIGHT: 15pt; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none; mso-pattern: #DBE5F1 none" height=20>Grand Total</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #95b3d7 0.5pt solid; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BACKGROUND: #dbe5f1; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #ece9d8; FONT-FAMILY: Calibri; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none; mso-pattern: #DBE5F1 none" align=right>$1,392,235.74</TD></TR></TBODY></TABLE>
I want to get a Percentage of "Real Estate" category compared to Total. So in this example,
Take the Non-Qualified Real Estate + Qualified Real Estate / Client Name Total.
So, it would be: ($150,000 + $130,692.75) / $1,392,235.74 = 20.16%
I have over 400 clients that I would like this to show that calculated number. When I filter the Asset Type down to just Real Estate, the totals change to show only Real Estate. So, in the above, example, it would show me a Total of : $280,692.75.
So in Summary, how can I get a Percent of "Asset Type" over "Total" for client.
Thanx for any help.
I have a feeling this is what Pivot tables where created for, but I just can't seem to figure it out.
I have a Pivot table of data as such:
<TABLE style="WIDTH: 250pt; BORDER-COLLAPSE: collapse" cellSpacing=0 cellPadding=0 width=333 border=0><COLGROUP><COL style="WIDTH: 183pt; mso-width-source: userset; mso-width-alt: 8923" width=244><COL style="WIDTH: 67pt; mso-width-source: userset; mso-width-alt: 3254" width=89><TBODY><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BACKGROUND: #dbe5f1; BORDER-LEFT: #ece9d8; WIDTH: 183pt; COLOR: black; BORDER-BOTTOM: #95b3d7 0.5pt solid; FONT-FAMILY: Calibri; HEIGHT: 15pt; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none; mso-pattern: #DBE5F1 none" width=244 height=20>Row Labels</TD><TD style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BACKGROUND: #dbe5f1; BORDER-LEFT: #ece9d8; WIDTH: 67pt; COLOR: black; BORDER-BOTTOM: #95b3d7 0.5pt solid; FONT-FAMILY: Calibri; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none; mso-pattern: #DBE5F1 none" width=89>Sum of Value</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl65 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #95b3d7 0.5pt solid; FONT-FAMILY: Calibri; HEIGHT: 15pt; BACKGROUND-COLOR: transparent; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none" height=20>ClientNAME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #95b3d7 0.5pt solid; FONT-FAMILY: Calibri; BACKGROUND-COLOR: transparent; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none" align=right>$1,392,235.74</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl66 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #ece9d8; FONT-FAMILY: Calibri; HEIGHT: 15pt; BACKGROUND-COLOR: transparent; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none" height=20>Non-Qualified</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #ece9d8; FONT-FAMILY: Calibri; BACKGROUND-COLOR: transparent; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none" align=right>$494,470.92</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>BALANCED</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$8,172.67</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>CASH EQUIVALENTS</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$7,107.31</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>HIGH-YIELD FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$17,722.29</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>INTERNATIONAL FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$5,510.84</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>INTERNATIONAL STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$55,775.50</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>LARGE CAP STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$97,115.20</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>LONG-/INTERMEDIATE-TERM</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$53,531.95</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>MID/SMALL CAP STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$22,814.85</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>MULTI-SECTOR FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$25,752.30</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>REAL ESTATE</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$150,000.00</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>SHORT-TERM FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$21,284.19</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>SPECIALTY/SECTOR</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$21,478.87</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>WORLD STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$8,204.96</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl66 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #ece9d8; FONT-FAMILY: Calibri; HEIGHT: 15pt; BACKGROUND-COLOR: transparent; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none" height=20>Qualified</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #ece9d8; FONT-FAMILY: Calibri; BACKGROUND-COLOR: transparent; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none" align=right>$897,764.82</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>BALANCED</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$39,937.44</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>CASH EQUIVALENTS</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$11,641.30</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>HIGH-YIELD FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$27,825.21</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>INTERNATIONAL FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$39,078.24</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>INTERNATIONAL STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$76,279.30</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>LARGE CAP STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$194,505.81</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>LONG-/INTERMEDIATE-TERM</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$157,422.51</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>MID/SMALL CAP STOCK</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$77,321.10</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>MULTI-SECTOR FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$61,795.94</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>NON-CLASSIFIED</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$25,000.00</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>PRINCIPAL PRESERVATION</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$24,554.58</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>REAL ESTATE</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$130,692.75</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>SHORT-TERM FIXED INCOME</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$23,979.54</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl67 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>SPECIALTY/SECTOR</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>$7,731.09</TD></TR><TR style="HEIGHT: 15pt" height=20><TD class=xl65 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #95b3d7 0.5pt solid; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BACKGROUND: #dbe5f1; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #ece9d8; FONT-FAMILY: Calibri; HEIGHT: 15pt; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none; mso-pattern: #DBE5F1 none" height=20>Grand Total</TD><TD class=xl68 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #95b3d7 0.5pt solid; FONT-WEIGHT: 700; FONT-SIZE: 11pt; BACKGROUND: #dbe5f1; BORDER-LEFT: #ece9d8; COLOR: black; BORDER-BOTTOM: #ece9d8; FONT-FAMILY: Calibri; TEXT-DECORATION: none; text-underline-style: none; text-line-through: none; mso-pattern: #DBE5F1 none" align=right>$1,392,235.74</TD></TR></TBODY></TABLE>
I want to get a Percentage of "Real Estate" category compared to Total. So in this example,
Take the Non-Qualified Real Estate + Qualified Real Estate / Client Name Total.
So, it would be: ($150,000 + $130,692.75) / $1,392,235.74 = 20.16%
I have over 400 clients that I would like this to show that calculated number. When I filter the Asset Type down to just Real Estate, the totals change to show only Real Estate. So, in the above, example, it would show me a Total of : $280,692.75.
So in Summary, how can I get a Percent of "Asset Type" over "Total" for client.
Thanx for any help.