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Issues with Excel spreadsheet for portfolio

Discussions regarding financial software
Salimandre
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Issues with Excel spreadsheet for portfolio

#215417

Postby Salimandre » April 16th, 2019, 2:05 pm

Moderator Message:
Moved from HYP practical. Shadow left there.



Hi everyone
I usually use the HYP spreadsheet (not the topup one, the Stepone350)
For some reason now, the calculations are not working (Excel on a Mac)
The number of shares is fine (number)
The price of shares is showing fine (using VLookup)
The calculation (number x price / 100) is giving hashVALUE)
Not seen this before!!
Any suggestions?
many thanks
Sali

pendas
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Re: Issues with Excel spreadsheet for portfolio

#215425

Postby pendas » April 16th, 2019, 2:38 pm

Have the figures exceeded the column width?

AleisterCrowley
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Re: Issues with Excel spreadsheet for portfolio

#215429

Postby AleisterCrowley » April 16th, 2019, 2:54 pm

'Numbers' are actually text ? That's the one that gets me normally - you can convert 'text that looks like a number' to a number using VALUE()

midgesgalore
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Re: Issues with Excel spreadsheet for portfolio

#215432

Postby midgesgalore » April 16th, 2019, 3:08 pm

Hi Salimandre

I had issues with my reporting cover sheet in my document I keep for recording details for any stock I own.
Since I was trying to use a cell to provide the ticker name (also corresponds to the worksheet name) and picking up all accumulated dividends for that stock I used the formula:
=INDIRECT(A9&"!$R$1")
cell A9 has the epic ticker and $R$1 in the other worksheets always holds all accumulated dividends. The formula example here just happens to be the stock listed in the 9th row of the report.
This returned utter rubbish with hashes / value type answers.

I then used a small variation :
=SUM(INDIRECT(A9&"!$R$1"))
This gives me the result I am looking for.

Now if I add shares to the "A" column I can quickly duplicate all formulas by highlighting cells and dragging and the row number indexes as required.

The SUM function was a small but important change and wasn't immediately obvious to me.


midgesgalore


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