Workspaces

Thom Hartle
Feb 14, 2023
Updated: Mar 03, 2023

This Microsoft Excel® dashboard pulls in the 3-month SOFR market data traded on the CME Globex platform.

The Dashboard was updated to enable the user to enter in the symbol for the first contract. Use: SR3+Month+2 digit year, such as... more

Thom Hartle
Dec 27, 2022
Updated: Dec 27, 2022

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

Thom Hartle
Dec 07, 2022
Updated: 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

Thom Hartle
May 16, 2022
Updated: Sep 21, 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

Thom Hartle
Sep 27, 2021
Updated: Sep 22, 2022

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

Thom Hartle
Sep 07, 2021
Updated: Mar 14, 2023

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

Thom Hartle
Jul 27, 2021
Updated: 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

Thom Hartle
May 06, 2021
Updated: Sep 22, 2022

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... more
Thom Hartle
Apr 26, 2021
Updated: Jun 14, 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

Thom Hartle
Apr 09, 2021
Updated: 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