Sumproduct Trying To Match Cells With Slightly Different Names

Jun 10, 2013

See attached spreadsheet. I have 2 tabs. The current portfolio tab is feeding in from the computation tab. My formula in column C works for 2 securities, MSFT, and AApl as the name is identical in both tabs. I am running into an issue where the names are not identical.

Example: I want to sum both the INTC, and the INTC pref in the computation tab and have that fill in the current portfolio tab. Also, in the computation tab ticker 005930 ks should fill in the current portolio tab for samsung electronics. My lasst issue is in the computation tab where I want to pull in sony, and sony adr (multiplied by 1,500). total sum 1,5723,995,015 in the current portfolio for sony.

excel question.xlsx

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Jan 22, 2010

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Second, I'd like the formula to tell me how many of the unique names in C7 correspond to public companies. Column C8 of my table indicates whether or not a company is public ("Yes") or private ("No"). So, I've been using the following formula and it seems to deliver the right result:

=SUMPRODUCT(
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*
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But the added COUNTIFS statement seems very unwieldy and indirect to me. Why do I have to examine every instance of a particular company's name when the answer could be determined by looking at any instance of the name -- after all, each company in C7 is either public or private, and has the same corresponding value in C8 (whether "Yes" or "No") everywhere that its name appears in C7!

So that's my first question: is there a clearer, more efficient way to achieve the same result? My second question has to do with toggling the public company test.
What if I create a special cell, say A1, that will always contain either the word "On" or "Off"........

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I want to count the number of unique, or distinct, company names in column [C7], subject to two conditions that will exclude certain unique company names from the count.

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If I want to find "Red" and "Apple" ONLY within same cell. What would be my best bet?

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Feb 11, 2009

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[Code]....

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