Excel newbie table question

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guppyguy
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Joined: Tue Jan 30, 2018 4:24 pm

Excel newbie table question

Post by guppyguy »

Longtime Numbers user trying to learn Excel......

I have a table with 20 rows. Lets say that each row is an asset type, either "equity", "bond", or "toilet paper"...

I want to make 3 separate tables which mirror each of the asset types above individually. So there would be a table with only "equity" entries, for example.(Yes I know I can just filter the original table to only show one or more asset types at a time).

Is there a way to do this in Excel? Pivot tables maybe?
Normchad
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Re: Excel newbie table question

Post by Normchad »

Pivot tables.

Master the pivot tables and you can do almost anything. (And Vlookup).
Topic Author
guppyguy
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Re: Excel newbie table question

Post by guppyguy »

Thanks, I'll check it out!
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pondering
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Re: Excel newbie table question

Post by pondering »

I typically sort on the column. If I want separate sheets I create them.
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MBB_Boy
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Re: Excel newbie table question

Post by MBB_Boy »

Normchad wrote: Sat Sep 05, 2020 1:41 pm Pivot tables.

Master the pivot tables and you can do almost anything. (And Vlookup).
Boooo! Get that Vlookup out of here. Index match FTW!
Mudpuppy
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Re: Excel newbie table question

Post by Mudpuppy »

You can also do an array-based equation that will only return results that match your input string. But that's rather advanced Excel and if you're getting what you want from pivot tables, I'd say pivot tables are much easier to understand.
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#Cruncher
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Re: Excel newbie table question

Post by #Cruncher »

guppyguy wrote: Sat Sep 05, 2020 1:39 pm(Yes I know I can just filter the original table to only show one or more asset types at a time.)
Besides Excel's filter display option, there is a new FILTER function available in some versions. It would seem to do what you want, guppyguy.
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midareff
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Re: Excel newbie table question

Post by midareff »

Right click on any tab and then on Insert. Then insert worksheet. Label new worksheet with name desired and headers as appropriate for your needs.
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guppyguy
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Re: Excel newbie table question

Post by guppyguy »

So I spent an afternoon with pivot tables.....overkill for what I am after.

I just want a table with ALL of my investment positions by account then tables extracted from that consisting of either Equities or Bonds for allocation purposes. I think I like the FILTER recommendation above.

Side question....anybody know a way to lookup dividend yields in Excel? It is not part of the Stock function. Web query??
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