Hello. I am one solid notch above novice, but a quick learner, and was hoping someone could help get me started with a solution. I have a large list of investments that contain various pieces of information (Name, Ticker, Asset Class, Performance data...). The list itself changes frequently. I would like to have another worksheet dynamically group each investment under the appropriate asset class (Large Cap, Mid Cap, Small Cap). I would also like the list to automatically adjust itself so that there are just enough lines to accommodate the investment list. I have been working with an array formula but ran into a problem since some of the asset class names have variations and I cannot figure out how to create an array formula that allows for several variations (Large Cap, Large-Cap, U.S. Large Cap) that will group under one heading (Large Cap). I would like to get the end result to look something like what you see below and have the blue areas dynamically adjust the number of rows so that there is no extra space between the black headings. I never created a VBA before but if that is the only way to go I am certainly willing to learn! Any help or guidance would be greatly appreciated. Thanks!
Equity
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Equity
U.S. Equity
Large Cap
Large Cap Investment 1
Large Cap Investment 2
Large Cap Investment 3
Large Cap Investment 2
Large Cap Investment 3
Mid Cap
Mid Cap Investment 1
Mid Cap Investment 2
Mid Cap Investment 3...
[TABLE="width: 500"]Mid Cap Investment 2
Mid Cap Investment 3...
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