•1 min read•from Microsoft Excel | Help & Support with your Formula, Macro, and VBA problems | A Reddit Community
Need to filter by "Investment Name" + "Most recent update" + "Category Type" + "Larget Weight (%)" on a database.
In this spreadsheet I am trying to filter by "Investment Name". This investment's categories will be getting updated on a quarterly basis to measure exposure types. The 4 categories are listed as so (Strategy, Industry, Stage and Geography. Therefore I need to output the most recent primary exposure type, meaning the highest Weight (%) on each category. In 2021 it may have only 1 type of strategy which is 100% Venture, later on on 2026 it changed to 2 different strategies in which I need to output the max amount of weight for the date and strategy type which in this case is "Buyout". I need this for the 4 categories. Any suggestions?
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#Investment Name
#Most recent update
#Category Type
#Largest Weight (%)
#primary exposure type
#Strategy