leosmessi786
New Member
- Joined
- Oct 18, 2021
- Messages
- 9
- Office Version
- 365
- Platform
- 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:
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 1 | Sector 3 | 28.00 | 5.00 | 23.00 | 33.00 |
Strategy 1 | Sector 5 | 31.00 | 5.00 | 26.00 | 36.00 |
Strategy 5 | Sector 2 | 13.00 | 0.00 | 13.00 | 23.00 |
Overweight 10% Plus the Benchmark Weight | |||||
Strategy 2 | Sector 5 | 9.00 | 20.00 | -11.00 | -31.00 |
Strategy 4 | Sector 2 | 0.00 | 12.00 | -12.00 | -24.00 |
Sector 1 | Sector 2 | Sector 3 | Sector 4 | Sector 5 | |
Strategy 1 | 7.00 | 8.00 | 28.00 | 1.00 | 31.00 |
Benchmark 1 | 5.00 | 5.00 | 5.00 | 5.00 | 5.00 |
Strategy 2 | 20.00 | 20.00 | 20.00 | 20.00 | 9.00 |
Benchmark 2 | 26.00 | 26.00 | 26.00 | 26.00 | 20.00 |
Strategy 3 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Benchmark 3 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 |
Strategy 4 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Benchmark 4 | 0.00 | 12.00 | 0.00 | 0.00 | 0.00 |
Strategy 5 | 0.00 | 13.00 | 0.00 | 0.00 | 0.00 |
Benchmark 5 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |