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The-PC-Guy, Computer Manager
Category: Microsoft Office
Satisfied Customers: 1834
Experience:  20 years experience providing remote computer support
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Column 1 cash; column 2 stock; column 3 value of stock;

Customer Question

Column 1 cash; column 2 stock; column 3 value of stock; column 4 total
All stock is same value such as $75
Would like to take cash from one person to buy stock from another so each one ends up with the same percent in the cash and each has same percent in value such as 28% cash and 72% value
cash stock value stock total % cash % stock
500 25 1,875 2,375 0.2105 0.7894
300 14 1,050 1,350 0.2222 0.7777
200 5 375 575 0.3478 0.6521
1,000 44 3,300 4,300
what function would I use to do this
Submitted: 7 months ago.
Category: Microsoft Office
Expert:  The-PC-Guy replied 7 months ago.

would need to see visual example of what you are trying to do.

can you send an actual file?

Customer: replied 7 months ago.
here is a sample file.
Expert:  The-PC-Guy replied 7 months ago.

so what exactly are you looking to have a formula do? calculate percentages in columns e and f?

Customer: replied 7 months ago.
currently in column e and f everyone has a different percentage. what I would like is to increase or decrease column a by purchasing/selling stock from column b so that every one would end of with the same percentage in column e and then that would carry forward to column f.
Expert:  The-PC-Guy replied 7 months ago.

the tool you are looking for is called solver. it is an excel plugin

you will have to install the plugin from your excel cd.

directions on how to install it are found here

I can try to type out instructions on what to do next or if you prefer, it might be easier to have a remote session, there would be an addiotnal cost for that though

Customer: replied 7 months ago.
I have solver installed, please type out the instructions. Also you could send the file back that I sent and I could follow that as an example if I don't understand your instructions. Thank you.
Expert:  The-PC-Guy replied 7 months ago.

1. you need to add an average at the end of column F, that averages those values. cell F9 in the example of your document

2. open solver.

3. in the set objective box, type whatever cell you have your average in, in the case of your document type $F$9

4. check the circle for "value of" and in the box to the right of the circle type 0.78

5. in the by changing variable cells box type $B$4:$B$8

6. click the "add" button next to constraints

7. in the cell reference box type $F$4:$F$8

8. make sure middle box has = sign

9. under constraint box type 0.78

10. click add

11. leave everything else as is

12. press solve and you will see the cell values change before your very eyes.

13. Most Important --- Don't forget to rate this question 3 stars or better so I am paid for my time.

Customer: replied 7 months ago.
In number 4 where did you get the value of 0.78
Expert:  The-PC-Guy replied 7 months ago.

you said 78% right?

Customer: replied 7 months ago.
This does not work! and it should reduce/add cash by the number of shares that was purchased.
all this did was change the number of shares so that it equals the 78% that you put in.
Expert:  The-PC-Guy replied 7 months ago.

thought that is what you asked for, was to have each person set so that it = 78%

Customer: replied 7 months ago.
no, the premise was where an individual sell shares to another person so there shares go down but the cash goes up and eventual everyone has the same % of cash and everyone has the same percentage of share value. the ending total for each person would not change. Since the value of the stock is $75, I give you 1 share of stock and you give me $75. my ending total doesn't change I just have more cash less stock but the ration of cash to stock changes.
Expert:  The-PC-Guy replied 7 months ago.

i have no idea how to make this happen