Stock data type does not report correct Performance metrics
Hello, I've been using the stock data type in Excel 365 and I've noticed that some of my mutual funds are reporting dramatically different Performance metrics as compared to Yahoo and others. For instance, for mutual fund VMCIX, Excel is reporting 1/3/5-yr annual returns as 16.9%, 3.6%, and 10.1%, respectively. But Yahoo is reporting for the same metrics, 32.50%, 6.61%, and 11.96%. Can anyone explain the discrepancy? Are there any solutions to get more accurate (preferably, free) data in Excel? Thanks! David
Forecast Revenue based on historic cost data
We perform approximately 10,000 service orders in a year. Each service order has detailed cost categories (labor hours, labor cost, burden, material cost, equipment cost, per diem cost, subcontractor cost). Since we utilize a percentage of completion method to recognize revenue we have to determine the accrued revenue at the end of each quarter on open and unbilled service orders. My question is if there is a formula that can analyze the historic costs vs actual final billing on completed service orders and forecast unbilled service order revenue based on the composition of the costs. As an example, if a service order has a high material cost in relation to labor cost the final billing and subsequent margin percentage, (final billing - final cost) / final billing, is smaller than a service order has only labor. Currently, we breakdown historic cost and billing on completed service orders by project manager, customer, etc. to determine a historic margin percentage on completed service orders. Then, using that historic margin we forecast estimated final billing on open service orders: current cost / (1-margin). While that has worked in the past, I would like to refine the process with a more detailed forecast method. Thank you in advance for ideas.
Stock Function - Industry Coming Back as #FIELD!
Populating Industry fields for stocks and getting #Field errors. Canadia Stock exchange. REITs not coming back as well as mutual funds. Can i manually change it? Getting spill errors when i do Can i do something else to get the industry to populate Even if i can just get generic ETF/Mutual Fund, REIT/Real Estate would be better than errors Thanks CraigExcel crashing when Copying many cells as Values to another Excel file
Hi everyone! I am working on a large Excel file that has a sheet with aprox 43k rows and column B with VLOOKUP formula, and column C with INDEX formulas: I am trying to copy the values from column A, B and C up to row 43,792 and paste them in a new separate file as Values only. But when i do this, it does not do it, it keeps crashing and looks to be "working" in background seeing the CPU super high: While it's crashing, I can see the PC slowing down and being un-responsive. I am on Win10 22H2, I got a powerful CPU and 64GB RAM, so I don't think the issue is the PC itself. If anyone has come across an issue like this, I'd appreciate the advice on what to do! PS: my only other solution on this is scriping it with Python to grab the data from the Excel file, but I don't wanna do this every single time I am using Excel files that are large and might have different columns. Thank you!
I need some help
hello how are you? i need some help with some issues that i am having with excel. my goal is send the invoice by email to the vendor, this is the error that i am getting this is the invoice i need to choose the vendor and date to display my order, this info come from Database I will give you full access to take a look, be my guest if you need to change something for better improvement, I will be thankful, thank you so much for your help Jeng Chi Inventory 2025 Template.xlsmRepeating Numbers
Hi, Trying to repeat the same number (from an array) an X number of times. How do I go about this? I've seen some examples using the OFFSET function, but trying to do this by avoiding volatile functions. EX: Number Array: 3 7 6 Repeat: 3 times Output: 3 3 3 7 7 7 6 6 6 Thanks in advance!
Power Query Get Data Problem
When I first retrieve data from the Fabric data warehouse in Power Query, the data loads successfully. However, when I later try to load the data as a connection only, I can't retrieve the data a second time. As a result, I couldn't complete my project. It's unacceptable for such a critical connection to have this many issues during the second load when connecting with Excel.Disregard cells appearing as blank, but still containing formulas
Hi, I've put together the following formula. =IF(OR($E51="",$F51=""),"",IF(OR($I$4="4 Week",$I$4="Please Select"),$F51-$E51+1,IF(AND(OR($I$4="13 Week",$I$4="26 Week"),AND($E51>=$D$6,$F51<=$E$44)),$F51-$E51+1,IF(AND($I$4="52 Week",AND($E51>=$D$6,$F51<=$E$44)),$F51-$E51+1,"")))) F51 and E51, contain dates that I enter manually and D6 to E44 are dates calculated based on a formula in the cell. Depending on what I4 states, D6 - E44 will populate with corresponding weeks. What I want to happen is if the dates entered into cells E51 and F51 fall outside the dates in D6-E44 then no figure populates. The problem I'm having is if cells in D6-E44 are blank, due to my selection in I4, with a formula then a figure is still populated based on the above formula. Is there a way I can have this section of the formula: AND($E51>=$D$6,$F51<=$E$44) disregard blank cells with formulas in them? This is a doc I share, so trying to make it as simple as possible and I'm unable to use macros as this is locked.Dax measure not considering the filter context and not aggregating
Hi, I have the below visual and highlighted Dax is having problem: Below is Dax: noofdays = COUNTROWS(Calendar_) For the below selected filters, noofdays dax should display 60 for month of September 2024 and 62 for month of October 2024. The total aggregate value should be 122 days. But this dax is giving wrong values now. FYI, when I bring in DBName-Points_Id into the visual,it is giving correct values row by row but when removed it doesn't: FYR, My expected output should be like below: PFA file here Portfolio Performance - v2.15 (1).pbix Please let me know if you need further info! Thanks in advance! SergeiBaklan
