How to Reference/Pull data to Overview Tab

[cartica]

Hi,

So the tab "overview", is how i would like the data to be presented/look after everything pulls in.

Having said that, I am lost on the best approach on how to bring everything I want into the overview tab.

My goal is to be able to pull the data from tab called “bank data” column Net amount (the sum, so it should sum net amount for any security that has the same price at least 2 decimals out). It should then look to tab called Eze Data when security local net amount matches (rounded to nearest dollar), and then pull in the country of risk, and the region, and broker of that same security. One last factor, is that in the "bank tab" if the same broker has multiple trades within the same country, I want it to sum it all up, not break out multiple lines with the broker more than once. Please let me know if you have any questions.



See attached

Thanks

[cartica]

Any ideas/thoughts?

Thank you

[cartica]

Just reposting to see if any ideas, and/or if need any more details, or if I can make more clear.

Thanks

[cartica]

Any thoughts?

Thank you