Help Needed with Spreadsheet

[stevezb]

Hi,


I am quite new to using excel and am working on creating an spreadsheet and I’m hoping someone will be able to help me or at least point me in the right direction.


I have saved the sheet to rapidshare and it can be accessed through the below link -

https://rapidshare.com/files/3055701454/Attribution_Spreadsheet.xlsx


Sheet 1

Information is copied from a system generated output (columns A to S) on a daily basis –info is related to performance of financial securities within a portfolio. New securities may be added or removed as they are bought and sold.


Sheet 2

I want to present the data shown in Sheet 1 in a different format (group the security info together and sort by date) without the need for manual intervention. I need to be able paste new info into Sheet 1 and have Sheet 2 update accordingly.


Sheet 3

I also want this to illustrate the totals of each security for the info presented in Sheet 2 along with some static data that applies to each security. Again, I need this to update when new info has been added to Sheet 1.


Sheet 4

Static data for use on Sheet 3.


Any suggestions would be much appreciated.


Thanks,

Stephen.

 

[NARAYANK991]

Hi Stephen ,


I think your file size ( 25 MB ) is too much to download in order to generate some ideas !


If you can reduce the amount of data in your file , and bring its size down to a manageable 2 or 3 MB , quite a few of us may be willing to download the file and make suggestions ; as it stands , I think the file size will come in the way of getting any suggestions.


Narayan

 

[SirJB7]

Hi, stevezb!


First of all welcome to Chandoo's website Excel forums. Thank you for your joining us and glad to have you here.


As a starting point I'd recommend you to read the three first green sticky topics at this forums main page. There you'll find general guidelines about how this site and community operates (introducing yourself, posting files, netiquette rules, and so on).


Among them you're prompted to perform searches within this site before posting, because maybe your question had been answered yet.


Feel free to play with different keywords so as to be led thru a wide variety of articles and posts, and if you don't find anything that solves your problem or guides you towards a solution, you'll always be welcome back here. Tell us what you've done, consider uploading a sample file as recommended, and somebody surely will read your post and help you.


And about your question...


I agree with NARAYANK991 suggestion, but still downloaded your file. Just deleting formulas of no used rows (from 45 to ...1048576!!!) reduced file size from 25 to 10 Mb. Not as desirable but better than nothing.


Give a look at sheet 2 of this file, just with three simple formulas I think you can achieve your goal:

https://dl.dropbox.com/u/60558749/Help%20Needed%20with%20Spreadsheet%20-%20Attribution_Spreadsheet%20%28for%20stevezb%20at%20chandoo.org%29.xlsx


Column A: =SI(LARGO('1'!B2)=0;"";'1'!B2) -----> in english: =IF(LEN('1'!B2)=0,"",'1'!B2)

Column B: same replacing B for E

Column C: same replacing B for W


BTW, in sheet 1 column V, changing formula from:

=P2*S2/U2 -----> in english: =P2*S2/U2

to:

=SI(U2=0;"";P2*S2/U2) -----> in english: =IF(U2=0,"",P2*S2/U2)

and deleting all conditional formats of columns T (never get condition true), U (idem), V, and W (idem), you can reduce your file size from 10 Mb to 28 Kb... nice, isn't it?

See green shadowed cells.


Also updated ranged name reference in sheet 4 for Country_Sector.


Regards!