Instead of searching for the NAVs of all my funds at MyIRIS or MutualFundsIndia, I have developed a small excel sheet which will fetch the values for me and displays the current portfolio value at the click of a button. Here I am trying to share the “HOWTO” of the same.
- Create an excel workbook with 2 sheets. Call one as “NAVs” and the other as “Portfolio”.
- In the NAVs sheet, click at one of the top-left cells (I did on A2), and go to Data -> Import External Data -> New Web Query. [For more information on using Web Queries, visit Using Web Queries to Import Data to Excel @ R1C1.
- Now paste the url http://finance.indiamart.com/markets/mutual_funds/latest_mf_navs.html in Address box and press go. You would see something like this.
Say “Import”. Essentially what you have done is, creating an automatically updatable NAV list in the NAVs sheet. - Now select all Schemes in the imported table and define a named range as “fund_names” for it. [Creating Named Ranges in Excel]
- Now, go to “Portfolio” sheet and create a table like this.
[Click on it to Zoom] - Next select the Fundname column (I have 32 rows, you can have as many as you wish) and go to Data->Validation. Enter the settings like this.
- Formulas:
>>> For Purchase Value[f3]: “=e3*d3”
>>> For Current Value[h3]: “=g3*d3”
>>> For Current NAV[g3]: “=IF(C3=””,0,VLOOKUP(C3,NAVs!$A$6:$D$1634,3,FALSE))”
essentially, looking up for the selected fund name in the NAVs sheet and returning the exact NAV to this cell only if a fund name is selected.
>>> Gain / Loss[i3]: “=IF(ISERROR((H3-F3)/F3),””,(H3-F3)/F3)”
to avoid DIV 0 messages. - At the end of the table you can add a TOTAL row and repeat the necessary formulas to get the total portfolio performance.
- Now the portfolio tracker is done. Enter the fund data by selecting the fund name from drop down and number of units purchased, purchase NAV. Rest will be shown by the tracker.
- Remember: everytime you open the workbook, go to “NAVs” sheet and refresh the data. [Select anywhere in the table, right click and say Refresh Data]
Now this is a very basic portfolio tracker. I am thinking of adding some VBA / Macro so that everytime the table is refreshed, the new values are written in a separate sheet called “Historical NAV” so that we can track the fund performance over a period of time by selecting a date (instead of current date). Also, if we can import benchmark indices on runtime, you can get relative performance metrics. Plus, some more analysis of fund performances (instead of mere total return) would reveal the risk-returns of the portfolio. Lets see if I can build such a thing in my spare time.
[Just in case you do not have time for all this, then you can access the workbook that I have created here: Portfolio Manager MFs India ]
26 Responses to “FIFA Worldcup Excel Spreadsheets [Roundup]”
Nice roundup! Do you know of any one-page spreadsheets which will be updated by an administrator after each game? Would be nice to be able to print out the latest results whenever I feel like checking them as I probably won't be following closely every day.
I actually haven't tried any of the above ones yet, but I thought I'd mention this one that I found which makes a nice one-page form you can fill in dynamically. http://exceltemplate.net/sports/world-cup-2010-schedule-and-scoresheet/
I would like to recommend you these one: http://www.anotagol.com/
You can choose your interface language (english, spanish, italian, portuguese, german or french) and your country for the timezone of match. I like it very much.
An awesome online world cup calendar in flash.
http://www.marca.com/deporte/futbol/mundial/sudafrica-2010/calendario-english.html
Got one more tracker in excel (one page)
http://cid-b09e57e6e960505c.office.live.com/browse.aspx/.Public
[...] Passend zu gerade laufenden Fußball-WM gibt es auf Chandoo.org alles wissenswerte über Excel-Anwendungen für den Fußball-Fan. [...]
Great!!!
I strongly recommend this :
http://www.en.excel-soccer-2010.de/downloads
Chandoo how you found this ...
@Rohit.. really beautiful file. I missed it during my research. Now, I recommend it. 🙂
Hi Chandoo - thanks for the recommandation 🙂 - Regards
[...] Excel, then print it on the other side of your Match Schedule from step 2 above. There are several other Excel spreadsheet templates you can download, but this is probably the only one-page version you can find; plus, it [...]
Does anybody know how to re-create this(?): http://www.marca.com/deporte/futbol/mundial/sudafrica-2010/calendario-english.html
...or do you know where a template can be found? I am DYING to have something like this on my site. When I found it, I had been looking for the longest time for a circular calendar. I found a couple that weren't adequate. Then I stumbled upon this one and my eyes nearly popped out of my head. If anyone can lead me in the right direction, I would be eternally grateful!
Thanks in advance!
Robert
@Robert...
Doing something like that is a lot of work. You can probably get it done with some hired help from a flash developer.
@Robert, the World Cup flash in the Spanish Marca newspaper is impresive, but not much as my own animated spreadsheet with the Goals of 2010 World Cup South Africa in Excel that I just published into my blog:
http://pedrowave.blogspot.com/2010/06/goals-of-2010-world-cup-south-africa-in.html
Download from here:
http://cid-6b219f16da7128e3.office.live.com/view.aspx/.Public/Goals%20South%20Africa%20Animated.xlsx
And start to enter the goals of the rest of matches.
Has anyone seen, or made, a Spreadsheet where you can record the scorers and see a 'top scorers' chart. Would be a nice enhancement
@Neil... checkout this one http://www.inflexionary.com/sports/world-cup-2010-excel
it uses macros to fetch scores from web (and provides very comprehensive analysis too)
@All.. Thanks for the comments. I have updated the post with few more links now.
Hi,
Check this dashboards too:
http://dashboards.org/world-cup-dashboards-and-visualizations/
😉
[...] Here is a collection of FIFA World Cup Spreadsheets if you are more in to that sort of thing. | [...]
[...] Cup fever is here!In FIFA Worldcup Excel Spreadsheets Roundup, Chandoo has some links to useful World Cup tracking workbooks. Only one of them (the first one) [...]
[...] World Cup fever is here!In FIFA Worldcup Excel Spreadsheets Roundup, Chandoo has some links to useful World Cup tracking workbooks. Only one of them (the first one) [...]
Hey, you missed ours! It has everything you need and more, but not a whole pile of silly extras (National Anthems, etc). I'll be making another one for the 2014 world cup. We had over 4000 hits on it!
@Michael Harwood.
Where is it then? You should have posted a link
Sie sollten an einem Wettbewerb teil zu nehmen für einen der besten Blogs im Web. Ich werde empfehlen Sie diese Seite!
Google translation: You should take part in a contest for one of the best blogs on the web. I will recommend this site!
[...] and welcome to the forum, Maybe these similar spreadsheets might give you a few initial ideas: FIFA Worldcup Excel Spreadsheets [Roundup] | Chandoo.org - Learn Microsoft Excel Online If you have specific areas / formulae / layout choices for parts of your spreadsheet that you are [...]
Calling all football fans around the globe! The biggest football festival will kick off on the 12th June 2014 and everyone is placing their bets of who will have the honour of lifting the golden trophy.
Use our free interactive Excel templatel to predict the World cup finalists ! No macros !
http://www.spreadsheet1.com/world-cup-2014-free-excel-prediction-template.html
I also made a Worldcup-tracker, with MS Access, which can also generate reports in Excel
e.g. a match-schedule with locations on y-axis and dates on x-axis, see:
http://worktimesheet2014.blogspot.com.es/2014/05/excel-with-match-schedule-for-2014-fifa.html
and:
http://worktimesheet2014.blogspot.com.es/2014/05/match-access-app-to-track-world-cup.html
where can i find raw data in excel file format of fifa world cups (1930-2014)
@Vivek
Have a read of: http://chandoo.org/forum/threads/goal-of-world-cup.17637/
The location is mentioned in Somendra's comments
Free XLSX Prediction Spreadsheet for World Cup 2018 Russia!
https://www.spreadsheet1.com/fifa-world-cup-2018-russia-free-prediction-templates-for-excel.html