Hello,

I figured it out and would like to share.  Two changes to accomplish this:

1. Remove the Sort from the Stock column.  It becomes:

=UNIQUE(FILTER(Ledger[Stock],SUMIF(Ledger[Stock],Ledger[Stock],Ledger[Units])<>0))

2. Add sort function to the Market Value column.  It becomes:

=SORT(D3#*E3#,,-1)

note: there are some optional arguments left blank for the sort function.  the -1 is for descending

Thanks

Mark

I spoke too soon.  The above modifications sorts the market value column according by market value, but it doesn't sort the other columns (and so the Stock columns don't match-up properly with the market value column).rn rnAny help as to how to sort entire dashboard list by market value would be appreciated!rn rnThanksMark

Hi Mark,

The best way is to create the 'Current Holdings' table in a separate workings sheet and then use the SORT function to bring the table into your dashboard sorted by the market value column. e.g.:

=SORT(B6:F11,5,-1)

Where B6:F11 contains the following columns:

• Ticker
• Industry
• Units
• Current Price
• Market Value

Hope that points you in the right direction.

Mynda

Yes!  That totally helps.  Thanks for the pointer!

Thanks
Mark