M
msiezing
Hi,
Would greatly appreciate some help, as I am certain it can be done.
I have to separate workbooks, one is simply contains monthly return
data named "Returns.xls" and the second,"Performance.xls", calculates
monthly, quarterly, and annualized returns etc based upon the data in
returns.xls in a report and printable format.
Each month a new row data will added to returns.xls. For example in
column A you have the date for which it relates, e.g. 3/31/05, 4/30/05
etc, in Row 2 you have the name of the various securities which
stretches out approximately 30 columns at the moment, but there could
be more added.
Example of what it looks like:
ROW Column A Column B Column C
2 Date ABB Ltd HSBC
....
265 5/31/05 1.5% 0.9%
In this case Row 265 was added
What I am struggling with is how to update the second workbook
Performance.xls to automatically reflect the new row of data. I would
prefer it that you first input the data in Returns.xls, and that On
Close of Returns.xls, workbook Performance.xls is updated.
Secondly, when it updates it needs to update in 2 places in Workbook
Performance.xls.
1) is simply a mirror image of the worksheet in Returns.xls
2) That each new cell of return data is: +1. For example using ABB
which had 1.5% it would be 1+1.5% = 101.5% for the month ending
5/31/05.
Thank you!!
I have tried and can use simple if formulas in excel,
but I want and need cells in the sheets that are updated in
Performance.xls to be blank if there is return data entered yet.
Once again thank you!
majsen
Would greatly appreciate some help, as I am certain it can be done.
I have to separate workbooks, one is simply contains monthly return
data named "Returns.xls" and the second,"Performance.xls", calculates
monthly, quarterly, and annualized returns etc based upon the data in
returns.xls in a report and printable format.
Each month a new row data will added to returns.xls. For example in
column A you have the date for which it relates, e.g. 3/31/05, 4/30/05
etc, in Row 2 you have the name of the various securities which
stretches out approximately 30 columns at the moment, but there could
be more added.
Example of what it looks like:
ROW Column A Column B Column C
2 Date ABB Ltd HSBC
....
265 5/31/05 1.5% 0.9%
In this case Row 265 was added
What I am struggling with is how to update the second workbook
Performance.xls to automatically reflect the new row of data. I would
prefer it that you first input the data in Returns.xls, and that On
Close of Returns.xls, workbook Performance.xls is updated.
Secondly, when it updates it needs to update in 2 places in Workbook
Performance.xls.
1) is simply a mirror image of the worksheet in Returns.xls
2) That each new cell of return data is: +1. For example using ABB
which had 1.5% it would be 1+1.5% = 101.5% for the month ending
5/31/05.
Thank you!!
I have tried and can use simple if formulas in excel,but I want and need cells in the sheets that are updated in
Performance.xls to be blank if there is return data entered yet.
Once again thank you!
majsen