Merging and Summing in Excel - Vlookup?

ExcelNewbie150

New Member
Joined
Mar 6, 2024
Messages
3
Office Version
  1. 365
Platform
  1. Windows
Hello

For a school project I have to analyze a stock portfolio with several lines of the same stock – Only thing that changes is the number of shares and the % of P&L like so



SideStockPrice% P&L
BuyExxon Mobile20.950.0025
BuyExxon Mobile180.0014
BuyExxon Mobile20.10.0025
SellExxon Mobile210.008
SellExxon Mobile210.0016
BuyShell Plc29.320.0001
BuyShell Plc29.150.004




I would like to create a new spreadsheet in the workbook that merges and sums the lines like so:

SideStock% P&L# Trades
BuyExxon Mobile0.00643
SellExxon Mobile0.00962
BuyShell Plc0.00411


where % P&L is the sum for all buys and this stock, # Trades the count of all trades for this side etc... I know this involves sums and countifs...but not so sure about how I go to create one line per item- Can you help?
 

Excel Facts

Which lookup functions find a value equal or greater than the lookup value?
MATCH uses -1 to find larger value (lookup table must be sorted ZA). XLOOKUP uses 1 to find values greater and does not need to be sorted.
Try with Pivot Table like this

1. Create Pivot Table (Insert -> Pivot Table -> From Table/Range -> Select Table/Range) or ( Alt + N + V + T)
2. Input "Side" and "Stock" in the "Rows" section, and input "%P/L" in the "Values" section twice and set the "Value Field",


1709801153287.png
 
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