I just want to thank you guys in advance. I think you guys are doing a great job in helping people out with programming stuff. Pats on the back for all of you.
Here is what I've been working on: I have daily stock price return data on about 4000 stocks. I want to add them to my portfolio after observing their performance for 12 months. I will choose the top 10% best performers and bottom 10% worst performers. I will create multiple portfolios over a period of time. I have done that with no problem.
I want to use the INDEX function to calculate the daily return of my portfolio. Not all 4000 stocks are in my portfolio, about 300 stocks are in my portfolio at any given time. The daily portfolio returns will be calculated by multiplying the weights (they are equal weighted, so 1/300) to that stock's return on the specific date. I assume it has to do with a combination of INDEX, SUMPRODUCT, and IF or MATCH functions.
I have been thinking this for a long time and I just can't get to the bottom of it. I have attached pictures for a portion of what I was working on. I think will give you a good picture of what I'm trying to do. I bet this is such an easy thing for you guys. I hope you can help me out! Thanks again!
PICTURES:IN or OUT portfolio & Stock's individual returns
Charles
Not sure I understood your problem, but here is a trial suggestion:
You get data for 4000 stocks while you are monitoring 300. So, you need to find the correct one within your sheet (there will be 3700 that will not match anything).
If you have your stocks listed in, say, column "A", you could use the function LOOKUP (well explained in the Web). If you need to get the row of your stock, you can use the function MATCH.
If this is not what you are looking for, it means that I (at least) did not understand you, so you would need to add details to your question.
Related
Don't laugh, but, from time to time, my friends and I host a multiple-course KFC dinner, and I have a spreadsheet to optimise the order. This is to make sure we order the right combination of 'bucket'-type items (i.e. SKUs that contain multiple pieces, often of different types):
to minimise leftover items
to reduce the total cost
Here is the spreadsheet I currently use, and here's a screenshot:
To use it, you first specify the number of participants in A2, and what you want each person to have in E2:E6 (we're really only interested in the chicken, so 'sides' are treated as generic to simplify).
Here's the manual part, that I'd like to improve.
The next step is to look at the ideal totals for each item (F2:F6), and to try to set the right quantities (H12:H20) of the 'bucket'-type SKUs that I have recreated (A11:G20), so that the output totals (H21:M21) match the ideal totals (F2:F6).
The optimisation part is to get the deltas (H22:M22) as close to zero as possible, and to get the total cost (N21) as low as possible.
So, my question is: is there a way to do this better? I think Excel has some sort of Solver functionality, but I'm afraid I don't know how I'd go about even starting to use that, as my Excel skills are pretty rudimentary. Oh, and in case it makes a difference regarding functionality, I'm using Excel for Mac v16.37.
Any thoughts gratefully appreciated! :)
I can't take any credit for this, but am happy to say that GSerg left me a couple of comments that pointed me in the right direction, and I now have Solver set up to organise my chicken parties!
Here are the parameters for anyone who is curious:
I have an excel datasheet with more than 1,000,000 rows and 80 columns. the datasheet contains sales information of a chain store with more than 1700 store nationwide. each store is repeated 52(weeks in a year)* about 30 (products sold in that given week)* 2(two years). I want to convert the rows corresponding to products to columns. I can't do that using transverse because the products sold each week might not be exactly the same as those sold next week. do you have any solutions?
thanks
I just made a very simplified version of that excel file. the problem is that the products sold are not the same each week. there is a limited set of product, but only some of the items are sold each week
https://drive.google.com/open?id=1B2vjIL2hemfQNrCz0X6u_pzi7Euy6IWa3Lj0_HzDXDE
This isn't much of an answer yet - but it either will become one or I'll delete it, depending on the OP's response.
I'm thinking that transverse/transpose is the wrong term for what you're trying to do.
Perhaps you're just trying to better organize/visualize this data, something similar to one of these Pivot Tables:
or
These are just two of the infinite ways you can organize data in a Pivot Table.
Is that similar to what you're trying to do? If so I'll share some more info.
If this quantity of data is going to keep coming your way, way you really need is to start using an Access database to get this under control and be able to report on it properly (and easily, once it's setup).
It's my first time posting a question to this forum. Though I have found answers here many times before, I have been unable to find a solution to my current predicament.
I work in a call center and each week I need to analyze data from the thousands of call that took place over the week. I'm new to programming in Excel-VBA but I've been able to get pretty far.
The data is produced by a third party program and the format is nigh unreadable. Much of the programming I've done so far has been geared towards making the data more organized. Now, I'd like to get into more analysis.
The data is arranged by employee number (NOT in order, though). Each employee takes several calls over the course of the week, some for which the customer takes a survey. It's the survey scores I want. I want to take the average of all the surveys for each employee and then display that average in the same row as each of the entries.
Example
The yellow highlighted area is what I want to add. Any ideas? Thanks for any help in advance!
No need for VBA. If you have the supported version of Excel you can use AVERAGEIF. If not you can use below formula.
Enter as an array formula by pressing Ctrl+Shift+Enter when exiting cell edit mode (instead of just enter).
=AVERAGE(IF($A$2:$A$13=A2,$B$2:$B$13))
Then copy down for all rows.
I have a sports fixture and I want to be able to easily count the number of times each team plays each other (and other assorted things).
Columns are Round, Date, Home Team, Away Team, Venue
Rows are each round entry (eg Round 1 Team A v Team B)
I can't seem to work out the correct way to capture this using a pivot table. Ideally what I want to see is that "Melbourne Victory" plays "Sydney FC" twice (for example). Regardless of home/away.
Second problem would be to see if I added last year's finalists, can I also count have many times each team plays the finalists.
Hope this makes sense. Sorry I can't post an image as I don't have "10 reputation"
It can't seem to be captured using a pivot (by me at least). However with formula's it can be. Using the formula =COUNTIFS. See the example below. In a similar fashion it would be possible to see how many times each team plays last year's finalists. Hope this helps.
I've done some Googling for each of my issues but haven't found exactly the results as I wanted. Things I need to be done doesn’t probably include any macros/VBA skills, just basic knowledge of Excel.
Now to my spreadsheet. I'm a Dota 2 player and I like statistics. I like it that much that I'd like to keep track of my achievements and results. Only problem is that the game tracker sucks and to get great information in web you have to pay for it, so I decided it's time for me to create my own spreadsheet to track my skills.
I don't know which place is the best to share my spreadsheet but I uploaded it to Estonian uploading host, link is here. I will also provide with pictures so you don't have to download anything.
This is what it looks like in general:
Problem number 1: The left table, or column has 1000 rows. In web design it's possible to make elements fixed depending on the scroll, I'd like to use similar feature here. If the table gets scrolled down, the right table (area with games, bonus and graph) will get scrolled down with it.
Problem number 2: Average MMR. I'd like to show average MMR after each entry depending on the first entries. Right now there's avg MMR for J4:J8. The calculation for J8 looks like this: =AVERAGE(C4:C8). For J7 it looks like this: =AVERAGE(C4:C7). I'd like to do this for all my 1000 rows, but I don't want to type it out. If I try to drag down from the corner, it will continue with C5:C8, C6:C9 etc (so it changes the starting point)
Problem number 3: Under longestGame there's currently Date and Hero. This should show the Date and Hero of which the longest game occurred. I tried to do this with LOOKUP function but it required table to be in ascending order, which I don't want. For current, 44,22, there should be Storm Spirit and 14.06.2015.
Problem number 4: Graph. I'd like to display three series on graph - MMR, average MMR and game length (time). The problem is, that MMR and average MMR will be in the numbers on 3000-7000 but the game length will only be probably in timeframe 20:00-120:00. Maybe it's possible to add two sets of values to the Y axis or maybe set Time series maximum 200:00 and minimum 0:00 and create graph according to this. I'm really stupid making graphs and I haven't figured out a clever way yet.
Problem number 5: Graph again. Right now I have to set the series for the graph. I've currently set it to C4:C54 (so 50 rows). I'd like it to move around a bit and by that I mean that if there happens to be C55-th game then the graph would start from C5:C55 and move along (so it'll count 50 last games).
I'm in a benevolent mood so rather than downvoting your question, because it is not really suitable for this forum I'm going to give you some hints and guidance. The numbers below correspond to the problems in your question.
Excel permits more than one window to be used on the same workbook -
so one window can show the data and one the summary.
Find out about absolute and relative cell addressing - its a valuable bit of knowledge for anyone serious about Excel and it will be of use in solving your problem.
Find out about the MATCH function. You can use this to find out which row of your table contains the longest game, shortest game, max MMR, min MMR by matching an element from the summary on the right (cols M onward) against the appropriate column table on the left. The find out about the INDEX function - this can be used to pull the values in the columns for Hero and Date which correspond to a specific row (such as the row containing the longest game, shortest game, etc). Search INDEX MATCH and find out why using these two functions in combination is often preferred to using the VLOOKUP function
Persevere - there are graph options available to do what you want and the only way to really learn is to go through the pain of trying them out, failing and working at it until you succeed.
Set up an area of worksheet to hold the 50*3 table of data for your graphs. Find out about the COUNT function and think how it might be of use in determining which rows of the data table map to the 50 rows of graph data. Then think about how to populate the graph data table using one of the functions mentioned above. Incidentally, C4:C54 is actually 51 rows, not 50.