1 min readfrom 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.

https://preview.redd.it/3wd7y788fjkg1.png?width=1369&format=png&auto=webp&s=14402ebf75d2c66afda8c353994adb80134b2213

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?

submitted by /u/A_Spider_with_Wi-fi
[link] [comments]

Want to read more?

Check out the full article on the original site

View original article

Tagged with

#Excel alternatives for data analysis
#natural language processing for spreadsheets
#generative AI for data analysis
#rows.com
#modern spreadsheet innovations
#machine learning in spreadsheet applications
#enterprise-level spreadsheet solutions
#digital transformation in spreadsheet software
#Excel compatibility
#collaborative spreadsheet tools
#AI-driven spreadsheet solutions
#cloud-based spreadsheet applications
#automation in spreadsheet workflows
#no-code spreadsheet solutions
#Investment Name
#Most recent update
#Category Type
#Largest Weight (%)
#primary exposure type
#Strategy