Jul 10 2021 09:56 AM
Jul 10 2021 10:40 PM
@Cody_Lees You haven't really explained how your data / transactions table looks like, but perhaps the formula shown in the picture below is something you could use. If not, come back here and upload an example of your file (the real structure with some fake data).
Since you tagged your post "Office365", it should work for you. It merely demonstrates a way to interpret a numbers in column C as positives or negatives, based on a word in column B.
Jul 11 2021 10:56 AM
Here is the test data. Would I have to make a different column for the equation or could I over lay the function to transaction Colum with out taking out the words?
Jul 11 2021 12:09 PM
@Cody_Lees You uploaded a picture, not a file. What do you mean by "could I over lay the function to transaction column with out taking out the words?"
You original question was "how to take a cell with a word and make that word in the cell an action?". Not really sure what you want.
Jul 11 2021 12:28 PM
Sorry this is a bit new for me. Ok! So im trying to take data of present and future transactions that will come from a stock brokerage in this format that is attached. I want to figure out what my book value is and how many shares I have currently but the info comes in a word format buy and sell not plus and minus... also dividend and reinvested. So if I could take the word and give it a corresponding action to a different cell in the quantity column then I could figure out the total shares held.
Jul 11 2021 12:37 PM
@Cody_Lees Thanks for this. The plus/minus seems to be in the Amount column, so what is it that you want to calculate? All the Buy and Reinvest amounts are negative. All others are zero or positive.
Jul 11 2021 01:25 PM