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Excel VBA Course
[80% Discount] Excel VBA Course - From Beginner to Expert

200+ Video Lessons
50+ Hours of Video
200+ Excel Guides

Become a master of VBA and Macros in Excel and learn how to automate all of your tasks in Excel with this online course. (No VBA experience required.)

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Creating A Dynamic Asset Allocation Chart

I was inspired by a recent E-Trade commercial to build a financial portfolio
pie chart using Excel. The chart I have in mind would show the percent
breakdown of asset allocation (e.g., cash, large cap stocks, small cap stock,
etc). This is the data table format I had in mind:
Financial Institute (column 1), Allocation (column 2), and Amount (column 3)
e.g.,
BofA Cash $1600
Fidelity Large Cap $1000
Fidelity Cash $101

As I update my allocation, say, move some cash to small cap stocks, the
chart would automatically display my new portfolio breakdown.

The problem I'm running into is this: when I try to create such a pie chart,
each row (series) is created as its own slice (e.g., BofA cash, Fidelity
Large Cap, Fidelity cash) rather than grouping a single "cash" category. Is
it possible for Excel to dynamically look for cells with the same content
(say, "Cash") and add the corresponding amount to form a single slice?

Thanks in advance!



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Excel VBA Course - From Beginner to Expert

200+ Video Lessons 50+ Hours of Instruction 200+ Excel Guides

Become a master of VBA and Macros in Excel and learn how to automate all of your tasks in Excel with this online course. (No VBA experience required.)

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