I have a large amount of data which I would like to summarise. The data relates to investment consortiums, each of which comprises of a number of companies which have a % stake in the consortium. Each consortium is in a separate row of the table. The columns of the table contain the names of the companies within each consortium and the % stake each has in the consortium. There are also columns showing the amount each consortium will invest under various scenarios. I have shown a sample table using dummy data below.
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I would like to summarise the data by company as shown below. So total invested for company AB Co for Scenario 1 is sum for all consortiums of the % of each consortium AB Co owns multiplied by the corresponding Scenario 1 investment amount for that consortium.
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For the sample this result can be achieved conditional sumproduct formulas but the actual data set has many companies per consortium and there are potentially a large number of scenarios. This makes the calculation route cumbersome (unless someone has an elegant solution) and I was thinking a pivot table may be the best route.
I have not however successfully been able to se tup the pivot table to give me the desired results and would appreciate any assistance with this.
Many thanks
Consortium | Company 1 | Company 1 % | Company 2 | Company 2% | Investment Amount (Scenario 1) | Investment Amount (Scenario 2) |
101 | AB Co | 50% | CD Co | 50% | 500,000 | 1,000,000 |
105 | CD Co | 70% | EF Co | 30% | 500,000 | - |
107 | GH Co | 100% | 300,000 | - | ||
103 | EF Co | 50% | GH Co | 50% | 250,000 | - |
104 | AB co | 100% | 450,000 | 1,000,000 | ||
Total | 2,000,000 | 2,000,000 |
<tbody>
</tbody>
I would like to summarise the data by company as shown below. So total invested for company AB Co for Scenario 1 is sum for all consortiums of the % of each consortium AB Co owns multiplied by the corresponding Scenario 1 investment amount for that consortium.
Company | Total Invested (Scenario 1) | Total Invested (Scenario 2) |
AB Co | 700,000 | 1,500,000 |
CD Co | 600,000 | 500,000 |
EF Co | 275,000 | 0 |
GH Co | 425,000 | 0 |
Total | 2,000,000 | 2,000,000 |
<tbody>
</tbody>
For the sample this result can be achieved conditional sumproduct formulas but the actual data set has many companies per consortium and there are potentially a large number of scenarios. This makes the calculation route cumbersome (unless someone has an elegant solution) and I was thinking a pivot table may be the best route.
I have not however successfully been able to se tup the pivot table to give me the desired results and would appreciate any assistance with this.
Many thanks
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