Creating A Dynamic Asset Allocation Chart |
Creating A Dynamic Asset Allocation Chart - Excel |
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pie chart using Excel. The chart I have in mind would show the percent
breakdown of asset allocation (e.g., cash, large cap stocks, small cap stock,
etc). This is the data table format I had in mind:
Financial Institute (column 1), Allocation (column 2), and Amount (column 3)
e.g.,
BofA Cash $1600
Fidelity Large Cap $1000
Fidelity Cash $101
As I update my allocation, say, move some cash to small cap stocks, the
chart would automatically display my new portfolio breakdown.
The problem I'm running into is this: when I try to create such a pie chart,
each row (series) is created as its own slice (e.g., BofA cash, Fidelity
Large Cap, Fidelity cash) rather than grouping a single "cash" category. Is
it possible for Excel to dynamically look for cells with the same content
(say, "Cash") and add the corresponding amount to form a single slice?
Thanks in advance!
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worsheets ..... this is for petty cash monthly sheets and I need a running
total over the 12 sheets.
At present I have to do this manually .... is there a formula that I can use
that will automatically carry the balances over
Thanks for your help
include/exclude one of the series to see how the chart changes, all the
colors change and we have to spend time re-identifying which series is
which, using the legend to check the colors.
Is there a way to "lock" the colors, so that the bars stay the same colors
regardless of whether other bars are included/excluded?
Thanks!
Keith
so I thought I would try again.
Does anyone know of an Excel template--or a small stand-alone
program--that will calculate the interest/principal breakdown when
payments are varied in amount and frequency? Free or low-cost, please.
I need one that will work on my Mac/Office 2004. I will need to print
out periodic reports.
Here is the way the previous poster described it:
"Excel template: Loan Amortization for random/irregular payments,
figures days
between payment dates.
I have a loan with a variable beginning balance and irregular payments
with
annual large payment. (based on collections)
Would like to enter payment and date.
then Excel would figure days since last payment, interest amount,
principal
amount, Ending Principal balance.
And total interest paid, total pricipal paid
If I change the starting principal, excel would recalculate all
entries."
Thanks very much.
I'm really hoping someone can help me with this...
I need to plot percentages over time in a line graph in excel. I don't want to have to do a percentage equation in the spreadsheet, I just want excel to take two sets of values and display the percentage in the chart. For example, I need B1 as a percentage of B2 for week 1, C1 as a percentage of C2 for week 2, etc....
Can someone please offer a suggestion for how to do this? I would really appreciate it.
Also, would it be possible to link data from other sheets in the workbook into one single chart?
When I create a bar chart, the bars are horizontal. I want the chart bars to be vertical. It tried to rotate the chart so that it is vertical, but the "rotate" options are greyed out.
How do I get those bars vertical?
I am running Excel 2011 for Mac.
I have a Worksheet with a small amount of data, and when I click the Pivot Table button it automatically creates the Pivot Table in a new Worksheet. The Pivot Table data is fine, but I want it to display alongside the source data.
I've tried using the Move Pivot Table option and choosing to Create Pivot Table in Existing Worksheet and choosing a source cell alongside my current data, but nothing appears. Also, I checked in Edit menu and found that the Pivot Table appears to have not even been created/moved because there is no option to undo it.
Appreciate any help, let me know if you have any further questions.
Hunter
I am new to using Excel and I am not very computer literate. I am looking for some help with a spreadsheet I am making. Here is the problem:
I have a column of 14 numbers in cells A1 to A14. If all of these values are less than 2%, I would like a "Pass" to display in cell B1. If any of these values are greater than 2% I would like a "Fail" to display in cell B1.
I have got a formula that works for a single cell but I can't figure out how to get it to apply to more than one cell. For example, I have entered =IF(A1<2,"Pass","Fail") in cell B1. Now if the value I enter in A1 is less than 2, it shows a "Pass", and if the value in A1 is greater than 2 it shows a "Fail" in cell B1. How can I get this to apply to all of the cells from A1 to A14?
If somebody could help me out that would be great.
Thanks,
Randy
my text entries are rather lengthy. The past two weeks these lengthy entries
are showing up as pound signs (#########) when I click off the cell. I know
the text will fit in the cell, and the problem isn't solved by making the
cell bigger or using a little bit less text. I have the cells formatted as
"text" and "wrap to fit". I have printed the pages and the printed version
also has pound signs. I just want my text to show up!
worksheet. The first column of the table is a list of numbers. I tried
converting the table into text with manual line breaks and tab stops to
divide columns and rows, but that didn't solve my problem.
Excel pastes the data into several rows. When I try to merge them, I
get a warning that the selection contains multiple data values, and
merging into one cell keeps the upper-left most data only.
What I tried that didn't work:
* Formatting the Excel cells as text before pasting the data.
* The various options for "Paste Special." The closest I got was
inserting the table as a Document Object, which could be a workaround,
I guess.
What I am saving for when all else fails:
* The obvious solution of copying row by row into one Excel cell.
The data in the table is information about my dad's medications. I
would like to have reference charts of how to identify the strength of
each tablet by its color and markings. I got the info from the
manufacturers' websites and entered it into tables in Word, which I
would like to copy into a more comprehensive file I am creating in
Excel. The first column of each table is the strength of the tablet,
entered as 1 mg., 2 mg., etc. The subsequent columns describe the
shape, color, and markings. There are 3 tables, each with about 4-5
rows.
Is there a way to copy each one - whether as a table or as text - into
a single Excel cell without losing data?
Many thanks.
Is there a way to have the Min and Max values adjusted dynamically for the Scale of the values being displayed ??
I know that I can use named ranges to display various sections of data -- month by month, or quarter by quarter, for example.
But when the value of these ranges vary greatly from section to section I end of having to manually go and adjust the Min and Max values of the chart scale.
For example, if I was looking at a graph of the S&P 500's prices last November, a Min and Max range of 750 to 1200 would be fine. But if I had a dynamic range established and scrolled over to view the S&P 500's prices for this past February, I would need a Min and Max range of around 650 to 850.
Is there a way to have these Min & Max values adjust automatically depending on the values being displayed ??
Thanks
StanSz
to the email address, like change the font color or change on letter, Excel
tries to email the address. If I click in the formula bar to make the
changes, it automatically changes it back to all blue text and underlined. I
have tried to format all of the cells as "Text" to show as entered, but it
doesnt work. PLEASE HELP
For example, suppose you have tables of data on 3 different tabs, all having the same headings. Suppose one of the headings is "gender". If you apply a filter to the table on Sheet 1, to only show the rows containing the word "female", is it possible to have the tables on Sheets 2 and 3 automatically update to only show the "female" rows? Or would you have to manually update the filter criteria in Sheets 2 and 3?
I hope this makes sense. Thank you in advance for any help.
(The reason I need to do this is for importing into Access, the database treats empty cells as NULL which is what I want. Blank (but not empty) cells screw the import process up.)
Im working with a large data spreadsheet that has Yes and No answers in different columns. There are blanks within the selection too.
I need to calculate only the Yes.
I have tried using the filters in the Pivot Table field list and they are not working.
So now i'm trying to add a COUNTIF formula in the Calculated Fields section.
The formula I'm using is =Countif('Time limit extension'="yes") and i get the answer "too few."
What should I be using in the formula to get the calculated field to work? I have search the whole forum and I haven't found an answer that can help me.
Please HELP!!!
I know Excel "ok", but I don't know programming.'
I'd like to be able to do something very simple (for now)...
For example...if I had PRODUCT / CODE / INV VALUE
A - CODE A - 5
B - CODE B - 11
C - CODE C - 14
I would want to be able to click a button (or scan a code for) : ADD +1 or REMOVE -1
...then scan the barcode on the product (A) and have it add or remove one, respectively. So, if the row for A is:
A - CODE A - 5
I choose "ADD" (with a button or scan code), then scan the barcode, and the spreadsheet automatically finds the code in the sheet, and changes the corresponding inventory value:
A - CODE A - 6
Does that make sense? How might I go about doing that?
James
Currently, I import the file into one worksheet and cut/paste the rows manually into new worksheets/tabs. The files are very large, sometimes exceeding the 65,536 row limit, which I could avoid if the data was split out coming in.
Any help anyone could provide would be WONDERFUL. Thanks!