Automatically keeping two excel data tables in-sync (w/out VBA)

Posted by Neil on Super User See other posts from Super User or by Neil
Published on 2011-01-29T02:40:09Z Indexed on 2011/01/29 7:28 UTC
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I'm putting together a workbook for tracking a stock portfolio. The primary sheet contains a table with the list of the transactions. From this I would like to create an overview table on another sheet with only one row per unique stock symbol that includes things like cost basis, returns, etc. The problem is that nothing I've tried updates the overview table correctly when rows are added to the transaction table. The closest I've got is something like the following:

http://www.get-digital-help.com/2009/04/14/create-a-unique-alphabetically-sorted-list-extracted-from-a-column/

However, this requires applying that formula to every cell in the primary column of the overview sheet. And even then the range of the table isn't extended down to include new rows as they become valid. Essentially I'm looking for a way that auto-adds rows to a table and copies the formula based on a different table changing without using VBA.

Trivial example data

Sheet1
Symbol     Type    Shares    Price
F          Buy     100       12
MSFT       Buy     100       25  
MSFT       Sell    50        28
F          Buy     100       16

Sheet2
Symbol     Quantity
F          200
MSFT       50

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