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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13 Responses to “Data Validation using an Unsorted column with Duplicate Entries as a Source List”

  1. Vipul says:

    Pivot Table will involve manual intervention; hence I prefer to use the 'countif remove duplicate trick' along with 'text sorting formula trick; then using the offset with len to name the final range for validation.

  2. Rich says:

    if using the pivot table, set the sort to Ascending, so the list in the validation cell comes back alphabetically.

  3. Kieranz says:

    Hui: Brillant neat idea.
    Vipul: I am intrigued by what you are saying. Please is it possible to show us how it can be done, because as u said Hui's method requires user intervention.
    Thks to PHD and all
    K

  4. sam says:

    Table names dont work directly inside Data validation.
    You will have to define a name and point it to the table name and then use the name inside validation
    Eg MyClient : Refers to :=Table1[Client]
    And then in the list validation say = MyClient

  5. Vipul says:

    Kieranz,
    Pls download the sample here http://cid-e98339d969073094.skydrive.live.com/self.aspx/.Public/data-validation-unsorted-list-example.xls
    Off course there are many other ways of doing the same and integrating the formulae in multiple columns into one.

  6. Vipul says:

    Pls refer to column FGHI in that file. Cell G4 is where my validation is.

  7. Kieranz says:

    Vipul:
    Many thks, will study it latter.
    Rgds
    K

  8. [...] to chandoo for the idea of getting unique list using Pivot tables.  What we do is that create a pivot table [...]

  9. Playercharlie says:

    @Vipul:

    Thanks, that was awesome! 🙂

  10. Vipul says:

    @Playercharlie Happy to hear that 🙂

  11. Enrique says:

    Great contribution, Hui. Solved a problem of many years!

  12. FARIS says:

    Thanks to you, A LOT

  13. Mohamed says:

    Hi Hui,
    Greeting
    hope you are doing well.
    I'm interested to send you a private vba excel file which i need to show detail of pivot in new workbook instead of showing in same workbook as new sheet.

    Please contact me on muhammed.ye@gmail.com

    Best Regards

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