Solved Formula for % Totals Depending on Criteria

Microsoft Office excel 2003
June 20, 2016 at 11:48:45
Specs: Windows 7 Pro 6.1 SP1, Intel Core i5-3470 3.20 GHz; 8GB RAM
Good afternoon.

I have a spreadsheet for my investments as follows:

Acct Type Value %
RRSP $1,000.00 ?
TFSA $500.00 ?
RRSP $2,600.00 ?
RRSP $3,134.50 ?
Open $123.00 ?
TFSA $1,500.00 ?
Total $8,857.50

Totals by Acct
RRSP $6,734.50
TFSA $2,000.00
Open $123.00

What I need to know is what formula would I place in the cells in column C to obtain the percentage that each individual investment is of the total for the corresponding account at the bottom? For example, the first investment of $1,000 is what percentage of the total for RRSPs?

I tried searching for this and cannot find anything that could help me. Anything you could offer would be great. Thanks.


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#1
June 20, 2016 at 12:15:06
✔ Best Answer
With your data like:

        A         B               C
 1) Acct Type   Value             %
 2) RRSP        $1,000.00 	
 3) TFSA        $500.00 	
 4) RRSP	$2,600.00 	
 5) RRSP	$3,134.50 	
 6) Open	$123.00 	
 7) TFSA	$1,500.00 	
 8) Total	$8,857.50 	
 9) 		
10) Totals By Acct		
11) RRSP	$6,734.50 	
12) TFSA	$2,000.00 	
13) Open	$123.00 	


In cell C2 enter the formula:

=B2/VLOOKUP(A2,$A$11:$B$13,2,0)

Drag down to row 7

See how that works for you.

MIKE

http://www.skeptic.com/


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#2
June 20, 2016 at 13:45:01
Mike, that works great. Thank you very much! I really do appreciate it.

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