Capture Date Of Highest Value Of Stock Portfolio?
Apr 23, 2013
I am trying to capture the date at which my portfolio was at it's highest. I enter the value of my portfolio in H35. F36 is where I am trying to capture the date at which my portfolio was the highest. If a previous date was higher, leave as is.
This presents a problem of a circular reference, but do not know a way around this.
I have the following formula in F36
=IF(H35>G36,(F37),(F36))
In F37 is todays date
G36
=IF(G36<=H35,(H35),(G36))
H35 is value of my portfolio today
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Jan 30, 2010
I need an array formula, that will peform a calculation in memory for each portfolio if the (Interest - B/F) = >20, or Excel Jeanie HTML 4
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Aug 7, 2012
What is the easiest way to have a cell update with real time stock quotes for a particular stock?
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Jan 8, 2014
I have created a stock sheet on Sheet1, i have say 100 items and each item has a min and max stock order. Once the item hits a min low, the last cell (O) will display an order needs to be placed.
I was wondering if there way a way that on sheet2, it can calculate all the data on sheet1 and if there is stock that needs to be ordered, it will appear on sheet2?
This way i can just print sheet2 and send it to the supplier without having the entire 100 items displayed -if it does not need to be ordered?
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May 14, 2013
I am looking for a formula to capture the "date" of my first sale to new customers.
A B C D E F G H Date of first sale
1 Co. Name 2/2/2012 6/5/2012 7/6/2012 10/16/2012 1/22/2013 4/17/2013
2 ABC Co. $10 $11 $5 $12 $12 2/2/2012
3 Smith Co. $19 1/22/2013
4 Brown Co. $11 $15 6/5/2012
5 AAA Co. $5 $10 7/6/2012
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Sep 23, 2008
I have a date in cell A1, eg 21/02/2008 being 21st Feb 2008 (yes i'm a pommie/limie)
This shows as a date in excel, but if I format the cell as a number, excel will display 39499
So Far, So Good.
Now, I wish the date format to remain in excel, but I wish my script to capture the number as 39499
Unfortunately it captures it as "21/02/2008".
How can I convert the captured value of "21/02/2008" to my desired value of "39499"
And be correct for any date encountered (within plus or minus 10 years only)
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Nov 19, 2009
Im trying to capture the first instance of a value(ie 1) and reflect the top row of the value (date). I cant seem to make Hlookup work. I got it to work on the first line using index and match, but when i tried to copy it on the succeeding cells, it gives me the wrong data.
I also tried the following
StartedDate started1-Dec2-Dec3-Dec4-Dec5-Dec6-Dec7-Dec8-Dec9-Dec10-Dec
aaaaaaayes12/1/200911
bbbbbbyes1/0/1900111
b2b2b2b2b2b2no
ccccccccyes111
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Dec 5, 2013
Any cleanest way to track the high-water mark of the price of a stock I own ONLY AFTER my date of purchase.
Each day I log on, a VLookup pulls up the recent stock price. How can I create a formula that will store this price and compare it to the stock price the next time I log in and save the highest of the two prices for the next day's comparison.
Day 1 $10
Day 2 $11- The $10 is replaced by $11
Day 3 $10- The $11 is retained.
Day 4 $12- The $11 is replaced by $12.
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May 29, 2008
In the Data tab under Connection Properties, I have "Refresh every x minutes" checked. Question is how do I capture in a cell within a sheet the last time it was refreshed?
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Oct 9, 2008
In the attached workbook - the stock Inventory is increased, every second day, by the value shown in cells of column A. Column B displays the date of the update. I'm looking for a Formula (might be an Array Formula) that will return the latest date before the stock turns to be greater than the value in cell D3. I managed to solve it, in cell F3, but with the help column C.
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Mar 9, 2008
What I have is an output of about 30 worksheets of individual stock data in a workbook, all with the same column headings, laid out like the following (so that the Column Headings are stock data as recorded on the Date in Column A):
<Stock Name>
<Date> <Price> <Price to Book> <etc.>
with the stock titles also as the names of the worksheet.
What I want to do is create a macro that outputs to a single worksheet where I can input the stock name and a certain date for the stock, and then have it insert the appropriate row from the stock's worksheet underneath.
So, if I say I want the data for Stock A on March 24, 2007, I can input those two and have it output the appropriate rows from the worksheet.
Or, more generally, I can create a list of stock names and dates, and have the macro output that data underneath.
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Nov 20, 2008
I have a spreadsheet with a data sheet and a second sheet. On the second sheet I want to look up the value from A2 and find the highest date associated with this value in the data sheet.
This will be used to look at a number of projects that have multiple dates, and I want the latest date i.e. the furthest into the future. To add a spanner to the works, some dates are recorded as N/A so I obviously want to ignore these. I have attached an example workbook if anyone has a couple of minutes to take a look.
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May 20, 2014
I have a spreadsheet where columns I through V are date fields (stored as text as some have letters after the date). Is there a way that I could write a formula so that Excel returns the column letter of the last cell without a letter at the end of it? So it kind of looks like this:
I J K L M
05/01/2014 05/15/2014 05/30/2014(p) 06/20/2014(p) (null)
What I want in the column with the formula then would be just the letter J. Is this even do-able?
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Oct 9, 2009
column a has dates & column d has values - what is formula to find highest number in values and return it's date (using =large(Dxx:Dxxx, 1) to find highest number
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Apr 19, 2009
I hope I could get more help this time, can someone help me out how to display the highest date together with the adjacent data on its row? I have attached a sample file.
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Jul 6, 2013
I have two sheets:
Sheet one has dates, my prices on each of those days, and the fields h1 h2 h3 h4 (h1 is the closest higher number, h2 is the next closet higher number, etc.) and l1 l2 l3 l4 (l1 is the closest lower number, etc. etc.)
Sheet two has certain dates and prices of a competitor's prices.
What I'm trying to do is two things (see attached):
1) find the four closest higher and four closest lower prices (if available)
2) use only the prices that are on or before the date in question.
I've tried combinations like LARGE and OFFSET and so far it is not getting me anywhere.
Can this be done???
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Dec 10, 2012
I'm trying to return a distinct list of rows that filter based on the latest date and largest quantity for each distinct AccountID and ProductID combination.
I tried some variant of the =max function, but I need two filters.
The purpose of this is to create a data set of all company accounts with the most recent number of products used to upload to a database.
The simplified and original data set is as follows:
AccountID
ProductID
Company
Date
[Code].....
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Nov 27, 2013
I'm attempting to put together a script which in simple terms finds the 'Highest and Second' highest activity and associated FTE for a given sub group.
To be more specific:
On the "Slide 1" sheet look at the values in column J starting at row 7 until blank;For each value, then search the "All Monthly Direct Activities" sheet in column C for the same value, excluding the 'Subtotal' rows;Where a match is found, compare all the values in column E for that sub group;And Find the highest and second highest figure;
Once these are found copy this figure and associated value in column B and paste onto the "slide 1" sheet.
I'm not particularly well versed in writing VB, but I've been working with the code to see if I can get this work, which I have been unable to do.
I have attached a file which may perhaps provide a greater detail than my description of the problem containing the 'Source' and 'Destination' sheets.
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Jan 15, 2008
If I use =MAX(A1:G1) I get the highest value. Is it possible to show the next highest rather than the highest and if so how?
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Jun 6, 2008
I am trying to capture billable and non-billable expenses in a time sheet by date. I thought it was pretty simple, but after a few days of battling with the syntax (I am pretty new to macros)
I have attached the file I am referring to and highlighted in yellow the significant cells.
1. Trying to get data from the all expense sheets to the "Time Sheet" Tab by date and category.
2. Need to show the billable expenses expanded out to each category (meals, hotel, etc.) by date.
3. All nonbillable is summed up in one column by date.
June expense report has:
Date of ReceiptExpense Type "Billable? Total USD
01-Jun-08 Airfare Yes - Recoverable$2,000.00
01-Jun-08 Airfare Yes - Recoverable$2,000.00
01-Jun-08 Ground Transport No - Training$20.00
05-Jun-08 Meals & Entertain Yes - Recoverable$15.00
05-Jun-08 Meals & Entertain Yes - Recoverable $50.00
1) There are TWO June 1, 2008 items that are "Airfare" & "Billable", therefore in the "Time Sheet Tab, I need it to show that under "Billable Airfare" for June 1, 2008 that it is $4,000.
2) Same as June 5, 2008 for Meals & Entertain.
3) All Non-billable (No - Training; No - XXXX; anything with NO) are summed up in one column by date in the "Time Sheet Tab"
4) There are multiple Expense reports and I need the macro to run through all of them dynamically as they input the data in to show on the "Time Sheet" tab.
This would make my job a lot easier if I could get this running. I dont' think it is too complex, but obviously too complex for me. I started on some of the vba below. I do not have all the parts yet, weird thing is, it did spit out a number, but now it is not. I'm at a loss.
...................................
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Mar 27, 2008
how to go about actually doing it,
For an old project which was a till system i had two sheets,a data sheet and till system sheet , the data sheet contained :
example:
column A - numbering of the data (to be used with V Lookup)
column B - product name
Column C - price
This would then be replicated in the next 3 cells for the next data category.
Till system then had a combo box which had a cell link on the current page and data from the data sheet and then i had a price column next to i (containing V Lookup formula) the price then changed depending on the choice in the combo box.
I want to incorporate combo box's in to this new project. If i can then get some kind of stock thing i intend on then using conditional formating to colour code stock levels to show severity of needing to order etc..
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Jun 13, 2008
Let say I have 5 shops: A, B, C, D, and E
They request for stock replenishment from warehouse as follows:
A: 4 pieces
B:2 pieces
C:3 pieces
D:3 piece
E:3 piece
But since the warehouse only have 12 pieces of this product so need to allocate to the shops in rounds that is:
Round 1: one piece is allocated to each shops (Stock left=12-5=7)
Round 2: one piece is allocated to each shops (Stock left=7-5=2)
Round 3: one piece each is allocated to A and C (the priority should be B but since B just requested for 2 pieces only which has been fulfilled) since there are no more stock
how to write the scripts to do this allocation.
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Oct 12, 2006
Question
Is there a formula that calculates my desired result which is row 5? I tried creating a formula in row 6 but it fails.
What I am trying to calculate is in week, if I have inventory then how many weeks does it cover?
For Instance, Week 1 I have inventory of $39,120 which covers until 4 weeks and then calculate total of wk1 to 4 and subtract it from inventory value 39,120.
The resultant from this calculation is divided by week 5 and expected production in order to derive the proportion covered in week 5
Please refer to my workbook
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Apr 11, 2007
i am trying to create excel system with stock control, but i dont want to use VBA. i want to use MAcro or farmulas.i want to know how many quantity is left in the stock
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Aug 1, 2012
I have a workbook where data is constantly changing
If two cell values become equal I want to capture and keep the value that was in another constantly changing cell at that time
The IF argument will only caapture the moment and then return to the IF False command
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Apr 5, 2014
I have excel formula which let for different numbers appear in the same cell,
=IF(OR(F7={10,10.5,11,11.512,12.5,13,13.5,14,14.5,15}),5,IF(OR(F7={15.5,16,16.5,17,17.5,18,18.5,19,19.5,20}),11,IF(OR(F7>=20.5),15,"")))
for example we have AS1 cell in which appear first number 15, then it change to 5, then it change to 15, then it change to 11 etc. What i need is to capture and lock just the first shown number (in this ex. it has to be 15) and put it to another cell (for ex. cell AT1) Maybe there is any formula ?
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Dec 6, 2005
I have a lot of workbooks with a date as a name (eg. 2004-08.xls or
1999-03.xls). I would like to capture the date portion of this name
with a formula in sheet 'Date' cell 'A4'.
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Feb 2, 2009
I have an opening balance colum for the month(I5), then a colum for receival stock for each week in the month + total of stock received for the month(O5), also a colum for delivered stock for each week in the month+ a total deliverd for the month(U5). I wish to then calculate the closing balance in (V5)
Therefore the simple formula =(05-U5)+I5 with the product dispalyed in (V5)
opening balance 3 units(I5) receivals =0(O5) deliveries = 3(U5) closing balance should equal =0 (V5). However the product displayed in V5 is incorrect and shows 6
What am i doing wrong? what formula will give me the correct answer to this equasion?
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Apr 10, 2014
PFA my inventory managment sheet. In transections sheet i am entering my stock in and out details. I want to generate monthly statement for particular item. I am able to get issue and receipts but not able to get opening stock on the particular day.
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May 8, 2014
I am looking to create coding that once stock gets to a particular level a text box pops up to alert the user that more stock needs to be ordered and ideally I would like once the user selects ok for it to take them directly to the appropriate email template.
However, I don't want the text box to come up while we are waiting on the stock to be ordered.
i.e our current minimum stock level before placing our next order is 10,000 units. Order is placed and can be received within 10 - 14 days. During this time our 10,000 units will be used but I don't want an alert to pop up to remind the user to place an order as this action will already have been carried out.
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