VBA looping help

leosmessi786

New Member
Joined
Oct 18, 2021
Messages
9
Office Version
  1. 365
Platform
  1. Windows
Thanks everyone in advance for helping me out really appreciate it. This is an interesting assingment and I've tried a lot of different code but I can't get my head around it.

Basically, the table in sheet 1 is pulling in data from sheet 2 and pasting whatever is an underweight or an overweight(10% more or less relative to benchmark).So for example on the second table for Strategy 1 Sector 3 the portfolio weight is 23% greater than the benchmark weight. so that will be pasted onto the sheet 1 in the table. I do this process manually but am trying to code it. I tried a loop that goes through the data on the second table but I can't get my head around it.

If someone could help me that would be awesome thanks!

Sheet 1:


Portfolio Port %BM %Active %% Over
Guideline
Underweight More Than -10% Relative Benchmark Weight
Strategy 1Sector 328.005.0023.0033.00
Strategy 1Sector 531.005.0026.0036.00
Strategy 5Sector 213.000.0013.0023.00
Overweight 10% Plus the Benchmark Weight
Strategy 2Sector 59.0020.00-11.00-31.00
Strategy 4Sector 20.0012.00-12.00-24.00



Sector 1Sector 2Sector 3Sector 4Sector 5
Strategy 17.008.0028.001.0031.00
Benchmark 15.005.005.005.005.00
Strategy 220.0020.0020.0020.009.00
Benchmark 226.0026.0026.0026.0020.00
Strategy 30.000.000.000.000.00
Benchmark 34.004.004.004.004.00
Strategy 40.000.000.000.000.00
Benchmark 40.0012.000.000.000.00
Strategy 50.0013.000.000.000.00
Benchmark 50.000.000.000.000.00
 
Can you please expand on your logic here. Suppose we have strategy: 35% and benchmark 20%, say.

Should this case be shown in both:
a) Absolute >30%, and
b) Overweight 10%+

Or perhaps only in one of these places? And if so, which one?
 
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