Microsoft® Excel has a Text function which is useful for combining text with market data. For example, you may want to have your Excel dashboard display in the same cell the percent net change value of a market with the word “Higher” or “Lower”.... more
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Dec 07, 2022
The Microsoft® Excel 3-D chart is different from the Excel Scatter Plot chart. The Scatter chart uses a fixed size for the chart data points. The 3-D chart accesses an additional column to set the width of the chart data points. In this post... more
May 16, 2022
The Excel AGGREGATE function returns an aggregate calculation such as AVERAGE, COUNT, COUNTA, MAX, MIN, PRODUCT, etc., applied to a list of data while optionally ignoring hidden rows and errors. Nineteen operations are available. The choice is... more
Sep 27, 2021
This post details using the Microsoft® Excel “Scatter Plot” Chart to track market performance. In this example, RTD formulas are used to pull in the percent net change of the 30 stocks that are in the Dow Jones Industrial Average from CQG. Two... more
Sep 07, 2021
This article walks you through using Microsoft® Excel’s LINEST function to determine the three coefficients and y-intercept of a 3rd order polynomial function over the past 20 bars of closing price data. In addition to the downloadable sample... more
Jul 27, 2021
This Microsoft® Excel Dashboard comes frontloaded with 30 Sector and Industry symbols. However, you can enter in whatever symbols you like using the Symbols tab. The long description of the symbol is displayed on the Symbols tab. Be sure to use “... more
May 06, 2021
SPDR® Sector ETFs Analysis Dashboard This Microsoft® Excel dashboard provides analysis of S&P Sectors based on ETFs. The collection of ETFs are:
Symbol Description XLC Communication Services Select Sector XLY Consumer... moreApr 26, 2021
Microsoft® Excel offers the Radar Chart. This chart does not use the typical X-axis versus Y-axis. Instead, the radar chart is a graphic display of multivariate data in the form of a two-dimensional chart.
Viewing the radar chart shows... more
Apr 09, 2021
Sparklines have been available beginning with Microsoft® Excel 2010. A Sparkline is a simple chart that is displayed within a cell or a group of merged cells. Sparklines are a nice addition to a quote display as the quote display shows current... more
Jul 20, 2017
In this article, we outline how to pull historical market data into Excel while excluding data from days when the market was in a holiday session.
Holiday sessions are trading dates, but not clearing dates. Holiday session data is... more