copying row information in a table to another location w/criteria

[allidog]

My goal is to sort/filter database information that exists in the top of a
spreadsheet into a summary report further down in the same spreadsheet for an
individual account. Column headings in the top of the spreadsheet would be
"account number", "account name", "shares", "asset name", "asset type",
"cost", and "market value". Each row would have information for a specific
unique security held in each account. Therefore if account 123 had 5 common
stocks, 3 fixed income securities, and 2 mutual funds, the database would
have 10 rows for account 123, with 1 row for each indivudual security. Below
the database information, could one creata a report that had headings for
"asset type", such as common stock, fixed income, and mutual funds, with each
indivdual security listed under the appropriate heading.

You would have different numbers of rows under each heading, depending on
what securities are held by a specific account.

Any ideas?

 

[Tom Ogilvy]

The easiest is to apply the SubTotal menu item under the data menu. This
will group your data and you can hide details or show them with a press of a
button. You can specify which numeric columns to subtotal. In your case,
you would apply it once with the replace option and the second time with
replace unchecked.

Apply from the outside in. Do Account Number first with the replace. Then
do Asset type with replace unselected.

select the top left corner (the cell with the label Account Number) of your
data and excel should properly find it.

In the first release of xl2003 I believe there is a bug in this function,
but hopefully that won't apply to you.

 

[allidog]

I think this will take me where I want to go. Thanks for your prompt help.