Excel 2013 2010 2007 2003

Unrealized Gain and Loss

For the analysis of the investment portfolio, it is helpful to see the unrealized gain or loss. These amounts show how many you will receive or lose if you realize all available stocks right now. Sure, there are some fees for the operations that can decrease gain or increase loss, but, at least, you want to see the least approximate amounts:

How to view current stocks prices and other quotes in Excel

There are countless reasons why you might need to have stock prices in your Excel spreadsheet. In the past, you had to copy and paste from Yahoo Finance or another financial service, but at the moment, Microsoft offers a new way to add and update some stock information such as stock prices, changes of price, etc.

The Area chart for Investments

Many financial and non-financial companies like Yahoo provide investments portfolio tracking services but do not offer the ability to change the appearance of the charts. Microsoft Excel gives you full flexibility by providing different types of customizable charts. E.g., there are a few variations of Area chart for tracking the value and costs of your portfolio.

How to highlight a data point

One of the essential parts of any work with data is presenting results. You can use many different charts, diagrams in Microsoft Excel or PowerPoint.

Progressively create a Gantt chart in Excel

A Gantt chart is one of the most popular tools in project management. It illustrates project schedules by showing activities, like tasks and events, against time.

How to show quiz results in an Excel chart

When you analyze quiz answers, you need to see the numbers and the difference between all negative and positive answers. This is not easy, if you have more than 3 possible answers - positive, neutral and negative. However, you can create a chart that shows the whole picture:

How to create an automatically extended or dynamic drop-down list

When you work with data in Excel, often you need to add more and more of new data. However, it takes some time to update formulas, charts, tables, when you add new data. Excel proposes functions that can help to customize your data and avoid routine updating. This tip is about creating an automatically extended (also known as dynamically updated or just dynamic) drop-down lists.

How to create a computable drop-down list

When you fill data in some spreadsheet, it can be necessary to show different drop-down lists that depend on some filled or calculated values.

How to create a dependent drop-down list

When you fill data in some spreadsheet, it can be necessary to create dependent drop-down lists. The organization of these drop-down lists can be different – they can be filled step-by-step from left to right in the same row (like in the example below), cascading or even computed (see How to create a computable drop-down list).

How to calculate an age in Excel

To calculate the age of a person, a pet, a project or even some device, you need to compute a number of complete years. The issue is that it doesn’t enough to calculate a year’s difference. Excel proposes very useful formula that can help you to calculate that very fast.