The Excel Treemap chart displays a hierarchical view of the data. The Treemap chart below displays the annualized performance of the 30 stocks in the Dow Jones Industrial Average. The size of the squares indicates the relative performance with Walmart Inc. (S.WMT) up the most and Merck & Co… more
In the CQG Quote Spreadsheet the first symbol of a list of symbols can be entered and then hitting the key combination of CTRL+Enter will populate the spreadsheet with all of the available symbols for that particular market.
The same technique can be used for calendar spreads. Below… more
This Excel 365 Dashboard tracks the daily individual performance of multi-market groups: Equity Indexes, Fixed Income, Metals and Energy, and Forex.
The groups are dynamically ranked from top to bottom based on the net percentage change using the Excel SORT function.
The dashboard… more
This Excel 365 Dashboard tracks the daily individual performance of the stocks making up the DJIA.
The main display details the symbol, name of the company, the sector the company is listed in, the last trade, the net change, the percentage net change, and a five-minute close sparkline… more
The Moving Average Convergence/Divergence indicator (MACD) was invented by Gerald Appel over 40 years ago. The study is an unbounded oscillator with two lines: MACD and MACDA.
MACD = Exponential MA1 - Exponential MA2MACDA = Exponential MA of MACDThe study calculates the difference between… more
This posts details the use of two Excel functions: AVERAGEIFS and COUNTIFS. To start, a simple example of using the AVERAGEIFS function is presented.
In the image below column cells A2:A10 are simply labels A, B, and C.
Cells B2:B10 are values. Then cell D2 has the standard AVERAGE… more
A Pareto chart is a histogram chart displaying columns sorted in a descending order and a line representing the cumulative total percentage. Pareto charts highlight the largest factors in a data set.
The Pareto principle (also known as the 80/20 rule) is a phenomenon that states that… more
The post "Excel Combining SORTBY, CHOOSECOLS, and TAKE Functions" discusses Excel 365's Dynamic Arrays and the concept of returned data automatically "spilling" into a collection of cells.
This post is an overview of this feature in Excel 365. The "Spill" feature is part of Excel 365… more
Tracking and analyzing cash market data is more difficult because most cash market data is a single print for the day of the report, that is there is no open, high, low or close, just the close. In addition, there is no volume of trading.
That being said one way to analyze data is to… more
The Excel 365 Filter function is a member of the Dynamic Arrays group. The function is useful for sorting through a large table of data.
The function is:
=FILTER(Array, Include, [If Empty])Where:
Array
(Required) The range or array of values to filter
Include
… more