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Wednesday, January 13, 2021

Google Sheets - Create a Static Timestamp

If you're doing some project management and don't have a large budget, you can use Google Sheets as a poor man's project management tool. One concept in most project management timelines is the concept of estimated dates and actual dates. Usually you'd input the dates manually for these dates, but it would be nice to have the actual date entered "auto-magically" based on the value changes of another cell (i.e., when a percent complete is entered). But you don't want the actual dates to change after the initial value is triggered in that cell; you want the time stamp that updates only if data is entered in some cell. This video covers a workaround using iterative calculations and sort of breaks a rule in spreadsheet design where you don't want circular references. In this case, we'll have to change the Google Sheet setting to allow for it. See the video to learn how to do this.

Monday, January 11, 2021

Append or Combine Tables | Same File | Many Worksheets

Excel can be used to to append tables in multiple different worksheet tabs in the same workbook file. But there may also be a value that you'd want to preserve in those worksheets to use for a new column value in the combined output. The tables are all structured the same and have the same column headings but the worksheet tabs have the generic name (i.e, Sheet1 or Sheet2). The common field in each worksheet can be used as a value that categorizes the tables. One worksheet will be California data and another worksheet would be New York data. If these were small data sets, then copy/paste and some column movements would suffice. However if these are large tables, you do this on a recurring basis or you had 10 or 20 worksheets in the file, it would be a chore. This is a great opportunity to use Power Query and this video will show how. This is a tip I learned from Gil Raviv's book. Get the book at https://amzn.to/2Zj9ADY

Wednesday, January 6, 2021

Google Sheets - Create a Candlestick Chart

A candlestick chart is a multiple purpose graph that can provide information about stock history (i.e., open, close, high and low prices) in one consolidated view. Google Sheets give you a way to view a stock history via the ticker symbol in a table and then put it into a candlestick chart. In addition, you can set it up to dynamically pull in different stocks as you enter the new ticker symbol in. In this video, I'll cover how to cover how to create a basic candlestick chart and how to create a box plot (or box and whiskers) with the candlestick chart feature. Caveat: It's not a full fledge box plot, more of a pseudo box plot because it doesn't include a median statistic. Lastly I'll cover how to create a dynamic stock history table and the candlestick chart that pulls it's data from that table.