Help with columns and adding values

[albertn]

I am trying to the shares and the cost together by company by quarter. All I know is I will need to add new columns, but I am lost on what to do.

[SeanAdams]

Hey @albertn 

Let's break this down.

A) Add a column that has which quarter this particular trade took place in.   You can use a formula tool to add this column based on a trade date (using some of the date formulas)

B) Then use a summarize tool.

- Group by Quarter

- Group by company

- Sum Shares

This will give you a recordset that has 3 columns - Quarter; Company; Total Shares