Subtotal and Label Specific Data Sets

[zljordan]

Hello Experts,

I am attempting to sum the amounts in columns E:G in the attached workbook. I have broken the data down into 3 sections by asset class (equities, alternatives, fixed income), and would like to sum each individual section dynamically. The number of rows to be subtotaled in each of the sections is variable and unique to each report. See the attached workbook for the desired results. Thank you for your help in advance...it will be greatly appreciated.

Thanks!

[Yongle]

Standard Excel functionality will do this.

1 Create your table of values WITHOUT blank rows
(or use macro to delete the blank rows)
2 Sort by asset class if not already sorted
3 On DATA ribbon, select SUB-TOTAL
4 In box select at each change in "Asset Class"
5 Use function "sum"
6 Select the 3 columns for sub-totals
7 Grand total at the bottom (check/uncheck the box)
ScreenDump.jpg
I have attached your workbook with extra worksheet called "sheet1"