Group column within worksheet
In my Worksheet, they are multiple columns (Client name, Investment type 1, Investment type 2, Investment type 3...) and I would like to create a column called "Type of investment" retrieving "Investment type 1, 2, 3 etc".
So when I select "type of Investment", it shows the different types, already existing in the worksheet.
Can you help me out?
Is it possible to have multiple values. I.e. a value in 1, value in 2 etc? If so you will need to unpivot the date from columns to rows. I.e. the structure should be
Client Name, Type of Investment
Acme Corp, Investment Type 1
Acme Corp, Investment Type 2
Acme Corp, Investment Type 3
If you can only have one value then you could write a formula using If. I.e.
If(Investment Type 1 <> '') then Investment Type 1 else If(Investment Type 2 <> '') then Investment Type 2 etc.