Recent Discussions
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
failed set-up of a passkey for a personal MS account
After scanning the QR code (on the PC screen) in the Authenticator app on the Iphone, the error message “Error adding the passkey - Microsoft Authenticator does not support this passkey” (translated from German) appears. What does this mean ? How to prevent? Any help is appreciated.
In-Place Archive not appearing in Apple iPad
Iam currently using 3 Apple Devices (MacBook, Iphone16 and iPad) with O365 E3 License. I have configured O365 Desktop Client app on all 3 devices. After configuration, In-Place archive is showing on MacBook, iPhone 16 perfectly but on iPad its not showing. I tried to reinstall the app, upgraded iPad with latest version but still no luck. I tried it on another iPad as well but In Place archive not appearing on other iPad as well. Please suggest.
Personal Budget Template issue
Hi all. I have created a person budget template for my own use. The below (A) shows the page on transaction details for December 2024. (A) Transaction Details - December 2024 The below shows the sample of Cash on Hand Account. (B) Cash on Hand - Sample (A) is the masterlist, where (B) is the result list that only showcase Cash on Hand related transactions. For (B), All these 4 columns have formulas to reflect the result (ie. Date, Description/Account related to the expenses or income, Debit and/or credit). Date formula: =IFS('TRANSACTION DETAILS - SAMPLE'!D13='TRANSACTION DETAILS - SAMPLE'!$J$6,'TRANSACTION DETAILS - SAMPLE'!A13,'TRANSACTION DETAILS - SAMPLE'!E13='TRANSACTION DETAILS - SAMPLE'!$J$6,'TRANSACTION DETAILS - SAMPLE'!A13,'TRANSACTION DETAILS - SAMPLE'!D13<>'TRANSACTION DETAILS - SAMPLE'!J12,"",'TRANSACTION DETAILS - SAMPLE'!E13<>'TRANSACTION DETAILS - SAMPLE'!$J$6,"") Description/Account formula: =IFS('TRANSACTION DETAILS - SAMPLE'!D13='TRANSACTION DETAILS - SAMPLE'!$J$6,'TRANSACTION DETAILS - SAMPLE'!E13,'TRANSACTION DETAILS - SAMPLE'!E13='TRANSACTION DETAILS - SAMPLE'!$J$6,'TRANSACTION DETAILS - SAMPLE'!D13,'TRANSACTION DETAILS - SAMPLE'!D13<>'TRANSACTION DETAILS - SAMPLE'!$J$6,"",'TRANSACTION DETAILS - SAMPLE'!E13<>'TRANSACTION DETAILS - SAMPLE'!$J$6,"") Debit: =IF('TRANSACTION DETAILS - SAMPLE'!D14='TRANSACTION DETAILS - SAMPLE'!$J$6,'TRANSACTION DETAILS - SAMPLE'!F14,"") Credit: =IF('TRANSACTION DETAILS - SAMPLE'!E15='TRANSACTION DETAILS - SAMPLE'!$J$6,'TRANSACTION DETAILS - SAMPLE'!F15,"") Those that you have seen as empty, is because the transactions at that particular line does not involve cash on hand. My problem is, how I can make them without blanks or skip blanks and move on to the next cell that have cash on hand when the formula involve <>?
Excel formula troubleshooting
Hi everyone. I am using excel online to try and become a data analyst. now I have troubles with the formulas. I am doing what is supposed to work. " =sum or subtotal (I2:I38) and press enter but the end result is overflow. what is going wrong here? Help would be very welcome.Embed SharePoint Document in Excel
In a SharePoint library, I have an Excel document and a Word document. The Excel document refers to the Word document quite a bit so instead of opening two windows to view the documents and toggling back and forth, I wanted to embed the Word document into an Excel sheet so it will update whenever the Word document updates. I found Insert > Object (in the Text section of the ribbon) but that only seems to embed a hard copy of a Word document from your computer and not from an online source. I was thinking something like this: I don't want to just add a link to the Word document, so if this isn't possible, oh well.
adding specific cells
I run a small trucking business, where I add my daily runs into excel. I have a few different customers. at the end of the month I need to add specific customers for specific dates. I cant seem to get the formula right. Anyone able to guide me. I can even email a copy and you can play with it.Dynamic Power Query
I use Excel on a Mac and have been looking for a way to have the poser query be dynamic for different environments. There is a lot of discussion in various website about doing that be referencing a cell in your worksheet. That works fine for Windows, but will not work on a Mac. I finally stumbled on to a solution that someone posted on the internet. unfortunately I didn't save the reference. But I have applied this solution and it works very well on both Windows and Mac. The code to do it is : provide your new source path and query name you are changing between the quotes Sub change_source() Dim pqTable As WorkbookQuery 'replace pqTable with any name Dim oldSource As String Dim newSource As String Set pqTable = ThisWorkbook.Queries("Insert query name") oldSource = Split(pqTable.Formula, """")(1) ' oldsource will be the old file name newSource = "insert new path" MsgBox ("Changing From: " & oldSource & vbCr & vbLf & vbCr & vbLf & "To: " & newSource) ' this code then changes the Source formula in the query pqTable.Formula = Replace(pqTable.Formula, oldSource, newSource) End SubDate format to LookUP two table
I have 2 spreadsheets each containing table with ID (unique identifier Key) and service dates, Table A is ID & service date, Table B has ID, service date and lot of other transaction details which i want to look up. I want to join on ID and service date (I used to convert date to excel serial no. and concatenate with ID to bring other columns on matching records). with these files I also need to match the time - how do i do that? both files date/time format are quite different. Attached file for reference. https://www.dropbox.com/scl/fi/nd2fnni2nm2890145nrl1/Test.xlsx?rlkey=9svhktjrgphmgdbwzjg90tzg0&st=qeyl0ewr&dl=0
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 CraigConfused on how to bring the needed data for the report view
So I'm not an expert in Excel, just know few basics and managing. There is a huge data file (Comes on a monthly basis) with thousands and thousands of rows and columns. There is one column with GL codes and one row with entity codes, so basically the cell provides the amount. Many of the cells have zero in it (Meaning no transaction) Client already has a report which pulls the data based GL codes, basically the total of account. The client wants a new report to pull the data based on GL codes(Column) and entity codes (Row), so that he gets detailed, clean view and can be updated monthly. Here is the mock version of the data. I want to bring over the data in a new sheet with the GL Codes and entity codes. I'm not sure what exactly to do since I'm not that well versed with excel. Please help your fellow mate 🥹 Apologies if my English is bad. TY!Docx - Notepad-Chinese characters
Just recently I had to have a drive replaced and windows 11 was installed. Ever since then whenever I create a Word document, which is now the docx format, I have to open it on notepad. The problem is Notepad only opens with Chinese characters. This happens with any Word document. Does anyone know why tis has started happening and is their a fix? It did not happen with my previous Windows 11 installation. Thank youDisable Recent Tab Entirely
Hi, Got 2 questions about Excel on Mac. 1- Is it possible to disable the recent workbooks tab entirely without having to turn off "Show Workbook Gallery when opening Excel" on a macbook pro? 2- Is there an easy way to clear out that list? I've found a couple of videos on YouTube but they're too complicated.Excel 2019 hangs when trying to print any excel file
since last week, no excel files will print. Excel just hangs. mine is MS office 2019. totally frustrated. tried repairing office online several times, reinstalled the printer several times etc. word and outlook prints without a problem. Problem is just with excel 2019!!!Retrieve data from protected spreadsheets
I like to make a spreadsheet which retrieve some data from 10 different password protected spreadsheets. With the normal methode, I need to fillout every time, the different passwords for each of these spreadsheets. The preferable way is that I open my spreadsheet and it will get data from the password protected spreadsheets. How can I make a link to retrive data with the password embedded?SUBTRACTION IN PIVOT TABLE
Dear Member, I have created pivot table using existing data. Now there is two different type of data I need to comapre. data A vs Data B. In data A , there is two different value in data A called value 1 and Value 2. and Value 3 & Value 4 in data B. Now using pivot table I want to compare sum of Value 1 of data A vs Sum of Value 3 of data B. And same sum of Value 2 in data A vs sum of Value 4 in data b and in last where generally we get sum of VALUE 1 & 3 and Value 2 & 4 , I need to subtract this value so I can find difference. Thank youExcel 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.xlsm
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