Analyzing Performance of Stocks using Excel [Example]

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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.

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2 Responses to “Top 10 Power BI Interview Questions & Answers”

  1. Keith says:

    Hello...
    In Power BI I have data that includes months by name only (e.g. May, April, December...)
    I need to build charts etc. but i need the months to go chronologically... not alphabetically... I cannot seem to find the fix to this.... once again, my data does NOT have an actual date attached to it (like 02/01/2023)....only month names... can i use a helper table wher i id the month names as numbers 1 thru 12? and if so, how do i manage this to work for me ?
    Thank you.
    ~Keith

    • Chandoo says:

      You need to setup an extra table to map each month name to a running number. A simple 12 row table like
      Jan 1
      Feb 2
      Mar 3
      ..
      Dec 12

      Then create a relationship between this month table and your month column
      Now, go to "table view" in Power BI and set the sort by column to month number for the month name column on this new table.
      Finally, use the new table's month name whenever you need to refer to the month name in the visuals.
      They will be chronologically arranged.

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