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Excel Sumifs
I need a formula to return how many shares of each stock I still own; Subtract # Sold from # Bought for each ticker and return the number remaining of each stock sorted by ticker. No return if the r...
The only issue was, in your sample table, all "Units" amounts were entered as positive numbers, so all solutions were written to subtract "Sold" from "Bought"; however, in your actual Stocks.xlsx data table, "Sold" amounts were entered as negative numbers. Simply modify any one of the suggested formulas to add "Sold" to "Bought" instead of subtracting.
The GROUPBY method also becomes significantly easier:
=LET( grp, GROUPBY(M[Ticker],M[Units],SUM,0,0), FILTER(grp,TAKE(grp,,-1)>0) )Or, to include stocks with a negative balance:
=LET( grp, GROUPBY(M[Ticker],M[Units],SUM,0,0), FILTER(grp,TAKE(grp,,-1)) )Also, I noticed the "Trans" column contains some "Dividend" entries (aside from just "Bought" and "Sold"). If these entries were to have amounts in the "Units" column that needed to be excluded, you can filter them out using the optional [filter_array] argument:
=LET( grp, GROUPBY(M[Ticker],M[Units],SUM,0,0,,M[Trans]<>"Dividend"), FILTER(grp,TAKE(grp,,-1)>0) )Cheers!
there are a few options
you could use SUMIFS
=SUMIFS( [units], [Ticker], A1, [Trans], "Bought" ) - SUMIFS( [units], [Ticker], A1, [Trans], "Sold" )
you could do a direct calculation using SUMPRODUCT or something similar like:
=SUMPRODUCT ( [units]* IF([Trans]="Bought", 1, -1)*([Ticker]=A1) )
you could also just create a helper column that converts the units to +/- values and then do a single SUMIF or even a pivot table.