Analyzing Performance of Stocks using Excel [Example]

Share

Facebook
Twitter
LinkedIn

Last week, we learned how to visualize Suicides vs. Murders data using Interactive charts in Excel.

William, one of our readers, took this technique and applied it to Stocks. He emailed me because he has some formula issues with the stock data. Once I solved the problem, I asked him, “Can I share this with our readers?” and he is too happy to agree. So here we go.

Interactive Analysis of Stocks using Excel

Stock Performance Analysis using Excel

(Data as of 20SEP2011, 4PM EDT, from Yahoo Finance)

How does this Work?

This workbook is just a clone of Suicides vs. Murders visualization with different data. The only change is that, here we used LARGE and MATCH formulas instead of COUNTIF formula to sort the list.

Learn more about this technique is from KPI Dashboard Sorting article.

Download Stock Performance Analysis Workbook

Click here to download the workbook & play with it. Just change the data & formulas in “Share Data” worksheet to modify this.

Do you Like This?

I really liked how William put this together. It is simple and yet, quite powerful.

What about you? Do you like this technique? Are you planning to use it anywhere? Please share your ideas using comments.

More on Stock Market Analysis using Excel

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

2 Responses to “Weighted Sorting in Excel ”

  1. Oleg says:

    Just add a column calculating the "performance" or whatever is your criteria and sort by it? No?
    have no patience to waste 13min. Save your time too.

  2. Andrew says:

    Just thought I would mention, the "weird" custom sort behavior mentioned at 5:45 where "% return" doesn't appear to be sorting is because the "August Purchases" field has the sort preference and since these are such unique values, no additional sorting is possible on the "% return" field. If there were two entries that had the same "Customer Since" year AND the same "August Purchases" amount, THEN you would see a sorting of the "% return" on these two entries.

Leave a Reply