Help with Summing Up Totals

I am trying to sum up totals in order to get an accurate picture of the style box (large cap growth, large cap core, large cap value, etc.) each stock corresponds to. Right now, I have the percentage investment for each stock of the total portfolio and then what style box it falls in (large cap growth, large cap core, etc.) How can I write a formula that will look up what style box it is then take the percentage for that stock and then sum it all up? I know I could use a VLookup but how do I sum them in the event that there's more than one stock that falls into a certain style box?

For example, let's say that GE is 5% of portfolio and Microsoft is 5%. They are both considered large cap core. I want the large cap core to show 10% of investment. So on and so forth for each style box.

TIA.

You could use a sumproduct formula or data>filter>autofilter on desired and
then use SUBTOTAL

--
Don Guillett
SalesAid Software
dguillett1@austin.rr.com
"sabunabu" <sabunabu.1zxj0m_1134394803.6433@excelforum-nospam.com> wrote in
message news:sabunabu.1zxj0m_1134394803.6433@excelforum-nospam.com...
>
> I am trying to sum up totals in order to get an accurate picture of the
> style box (large cap growth, large cap core, large cap value, etc.)
> each stock corresponds to. Right now, I have the percentage investment
> for each stock of the total portfolio and then what style box it falls
> in (large cap growth, large cap core, etc.) How can I write a formula
> that will look up what style box it is then take the percentage for
> that stock and then sum it all up? I know I could use a VLookup but
> how do I sum them in the event that there's more than one stock that
> falls into a certain style box?
>
> For example, let's say that GE is 5% of portfolio and Microsoft is 5%.
> They are both considered large cap core. I want the large cap core to
> show 10% of investment. So on and so forth for each style box.
>
> TIA.
>
>
> --
> sabunabu
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> sabunabu's Profile:
> http://www.excelforum.com/member.php...o&userid=29395
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>

How would I use Sumproduct? I thought the dimensions had to be the same and "large core" wouldn't be the same as 10% right? What would I fit in each array?

I would like to make it an ongoing formula that recalculates automatically as the data changes so the autofilter option wouldn't really work.


Thanks in advance!

I got the sumif function to calculate these totals in case any of you are looking for a similar answer.


Thanks anyways!

must be the same size
=sumproduct((rnga=1)*(rngaB="joe")*rngC)

--
Don Guillett
SalesAid Software
dguillett1@austin.rr.com
"sabunabu" <sabunabu.1zxl3n_1134397500.9269@excelforum-nospam.com> wrote in
message news:sabunabu.1zxl3n_1134397500.9269@excelforum-nospam.com...
>
> How would I use Sumproduct? I thought the dimensions had to be the same
> and "large core" wouldn't be the same as 10% right? What would I fit in
> each array?
>
> I would like to make it an ongoing formula that recalculates
> automatically as the data changes so the autofilter option wouldn't
> really work.
>
>
> Thanks in advance!
>
>
> --
> sabunabu
> ------------------------------------------------------------------------
> sabunabu's Profile:
> http://www.excelforum.com/member.php...o&userid=29395
> View this thread: http://www.excelforum.com/showthread...hreadid=492694
>