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Share prices in Excel MS 365

Discussions regarding financial software
GN100
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Share prices in Excel MS 365

#637522

Postby GN100 » January 1st, 2024, 5:48 pm

I recently gave up on the obtaining share price battle and capitulated to MS 365. It works reasonably well for price look ups but this is now the year end for me where I live. In the past I merely saved a fresh copy of the workbook, tidied it up and started with a fresh one for the new year. I removed the data links on the old workbook which kept it as is a record of the previous year.

I have just got to the stage of trying to remove the data links from the old workbook MS 365 version - they won't go. Anyone know how I can do this?

GN.

genou
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Re: Share prices in Excel MS 365

#637524

Postby genou » January 1st, 2024, 5:58 pm

GN100 wrote:I recently gave up on the obtaining share price battle and capitulated to MS 365. It works reasonably well for price look ups but this is now the year end for me where I live. In the past I merely saved a fresh copy of the workbook, tidied it up and started with a fresh one for the new year. I removed the data links on the old workbook which kept it as is a record of the previous year.

I have just got to the stage of trying to remove the data links from the old workbook MS 365 version - they won't go. Anyone know how I can do this?

GN.

If you are trying to freeze the price information, just copy the cells and then paste the values back -Copy/ Paste Special/ Value. That will break the reference to the Share Data Type. If you want to turn the Share Data back to Text, then Right Click / Data Type / Convert to Text.

Laughton
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Re: Share prices in Excel MS 365

#637525

Postby Laughton » January 1st, 2024, 5:59 pm

I do pretty much the same thing in Excel (Not MS365).

If I understand what you are trying to do, I highlight all the share prices I want to keep and copy those then I "Paste Special" that data back into the same cells and choose "Values".

That keeps the share prices as they were but loses the links.

Hope that makes sense and works for you.

GN100
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Re: Share prices in Excel MS 365

#637572

Postby GN100 » January 1st, 2024, 11:03 pm

Thanks - that did the trick

GN


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