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Dashboard-like Auto-refreshed table

N

Neo

New Member
Hi Chandoo,

great site you have there. Much useful for eveybody!


I am trying to create a dashboard-like table which will auto refresh some tables with data from internet.


A very similar example would be with stocks, which might be easier to explain what I want to do. I would like to place a quote in a cell and then after pressing a refresh button to download certain information from that site, i.e. MSFT, will load the name of the companyh and sector, and then from Google finance it will copy the open/close values, the key ratios and the chart to the excel without affecting the formatting. As I can understand web-query is out of the question


How can this be done? I don't have too much knowledge on VBA/macros and I would greatly appreciate it if you could help me.
 
Hi ,


Can you check out the following web links ?


1. http://chandoo.org/wp/2008/06/24/get-stock-quotes-in-excel/


2. http://www.ehow.com/how_2240547_get-stock-quotes-excel.html


3. http://oreilly.com/pub/a/windows/2005/02/08/xcel_mm.html


Narayan
 
Dear Narayan,

thank you so much for your reply. I will give it a try on my data and let you know asap.


Many Thanks

Neo
 
Hi Narayan,


Thank you so much for your help; I am sorry, but msn money/google finance/yahoo finance are not available through research in ms excel.


Also with web query I can't find a way to update all required fields when a new symbol is selected.


What I am trying to do is to have a blank cell where the user can input a symbol (quote for stocks) and when hitting a button to automatically download open/close values, the key ratios and the chart to certain excel cells. I have already tried with web query but I have only managed to open a new window with the data I want, but I cannot download them neither can I search for a new quote.


Many Thanks

Neo
 
Hi ,


Have you already checked out these ?


1. http://investexcel.net/ ( http://investexcel.net/218/importing-historical-stock-prices-from-yahoo-into-excel/ )


2. http://finance.groups.yahoo.com/group/smf_addin/files/


Narayan
 
Hi,


unfortunately, those page didn't help either.


I don't want to download historical prices for stocks. In matter of fact this thing I am doing doesn't have anything to do with stocks. It is just very similar, and I am using this because the information is confidential.


Here's a sample of what I am trying to do (link below). It's just one page. The user enters a quote in the blank space (cell A1) and automatically retrieve data from internet and paste them in respective box-cell. The same thing should happen each time the user enters a quote. same data should be pasted in same space.


I hope I didn't confuse you and you can find a solution for my problem.


Here's a link to a sampole page adjusted for stocks:

http://www.mediafire.com/?45cat2nbu4959n4


Many Thanks

Neo
 
Hi ,


What you are looking for is possible using a Real-Time Data ( RTD ) server. I think the best way , if you don't want to do a lot of programming using Visual Basic , .NET , ... is to look at add-ins which are available at a price.


Check out : http://www.add-in-express.com/docs/net-excel-rtd-servers.php


Narayan
 
Thanks Narayan,


I will have look at this and hopefully I make something out of it. On a first look it seems confusing......


Thanks again for all your efforts. If I have any updates I will keep you posted, if not I would most probably have given up! :)


Many Thanks

Neo
 
Hi ,


Have you checked this link ?


http://www.databison.com/index.php/stock-tracking-dashboard-and-live-stock-price-quotes-using-excel/


Narayan
 
Dear Narayan,


apologies for my late reply.


I think this kind of helped my cause. Even though I have to download data on a separate sheet, it does the trick!


Thank you so much for your help!
 
Hi ,


I have created a dashboard in excel 2007 for Expenses i don't why is it not working.

i have 3 excel file

1> Expenses

2> Revenue

3> C&B


in which data from 2010 - till date almost 2000 rows are used. help of vlookup(lookup_value,table_arry,col_index_num,[range_lookup]) and sumifs(sum_range,criteria_range1,"criteria1",criteria_range2,"criteria2")


these are the two formulas i have used to exact the data details for dashboard


BUT THE PROBLEM is data which i add in excel file of

1> Expenses

2> Revenue

3> C&B


the amount value is not exacting to the dashboard file.


I know my post is too long but please do help me in this....
 
I have created a dashboard in excel 2007 for Expenses i don't why is it not working.

i have 3 excel file

1> Expenses

2> Revenue

3> C&B


in which data from 2010 - till date almost 2000 rows are used. help of vlookup(lookup_value,table_arry,col_index_num,[range_lookup]) and sumifs(sum_range,criteria_range1,"criteria1",criteria_range2,"criteria2")


these are the two formulas i have used to extract the data details for dashboard


BUT THE PROBLEM is data which i add in excel file of

1> Expenses

2> Revenue

3> C&B


the amount value is not extracting to the dashboard file.


I know my post is too long but please do help me in this.
 
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