Summing Up Your Dividends

Laurie Frederiksen on

As we've been discussing recently, you can output many of the bivio reports directly to a spreadsheet. Jay and some of the others of you had an interest in being able to use that capability to sum up all the dividends they had received from a company.

Here's a short video example of how you might do that.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

Rich Hill on

Laurie,

I hate to rain on your parade, but if you look close at your video and the value generated by the SUM(...) function, you will see that it is a sum of all values in the range, not just those you filtered for viewing. The value of 2346.34 is much too large, the value should be 127.82 (assuming I copied them all correctly). I would suggest that instead, you use the SUMIF(...) function. For this example spreadsheet, the function would be:

=SUMIF(B:B,"*dividend*",D:D)

That will tally anything in column D where the text "dividend" can be found in column B for the same row.

Rich

On Wed, Apr 22, 2015 at 9:32 AM Laurie Frederiksen <laurie@bivio.biz> wrote:

As we've been discussing recently, you can output many of the bivio reports directly to a spreadsheet. Jay and some of the others of you had an interest in being able to use that capability to sum up all the dividends they had received from a company.
Here's a short video example of how you might do that.
Summing Up Your Dividends
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

Laurie Frederiksen on

What do you know? That is the problem with putting something together quickly. I usually just highlight the values displayed and look at the sum shown in the bottom of the spreadsheet. That sum doesn't include the hidden rows, apparently the SUM function does include them.

SUMIF is a good suggestion.

You can also use the SUBTOTAL function to total filtered rows. In this case you would enter =SUBTOTAL(9,D7:D23) Or, you can highlight the filtered column and click on the Autosum Icon at the top of your spreadsheet to get the subtotal of only the filtered rows:

Thanks for pointing this out Rich!

On Wed, Apr 22, 2015 at 3:43 PM, Rich Hill wrote:

Laurie,

I hate to rain on your parade, but if you look close at your video and the value generated by the SUM(...) function, you will see that it is a sum of all values in the range, not just those you filtered for viewing. The value of 2346.34 is much too large, the value should be 127.82 (assuming I copied them all correctly). I would suggest that instead, you use the SUMIF(...) function. For this example spreadsheet, the function would be:

=SUMIF(B:B,"*dividend*",D:D)

That will tally anything in column D where the text "dividend" can be found in column B for the same row.

Rich

Mail