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.

Monday, January 4, 2021

Combine or Append Tables | Same Workbook | Multiple Worksheets

You want to use Excel to combine tables in different worksheet tabs in the same workbook file. You also want to preserve the title in those worksheets to use for a new column value in the combined output. Luckily the tables are all structured the same and have the same column headings. The catch is that the worksheet tabs are the generic name (i.e, Sheet1 or Sheet2) and there is a common field that houses the 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 this is something you get from someone else on a recurring basis, 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, December 16, 2020

Google Sheets - Separate or Split Text on Comma, Space or Other Delimiter

When you get a list of values that are separated by comma, semi-colons or other delimiters, you might want to separate the values into it's own cell whether it's across columns or down the rows. In Google Sheets this video will cover two ways to do this; one with the text to column command in the file menu and the second with the SPLIT function.

Monday, December 14, 2020

Numbering Groups or Categories of Data Records

If you had data in a group or category, you might want to number them for counts or ordering. In Excel this can be done with a COUNTIF function or if it's a small table you can manually do this. However if this is something you do on a recurring basis, have to do with large tables or it's a step in part of your data cleaning process you might want to use Power Query. To number rows by grouping in Power Query uses the Index function (but it's not that complicated). It's an exercise that will partition out the categories by using the group function and then applying an index number to each of the groups. This video is short so it must not be too hard to do, so check it out.

Wednesday, December 9, 2020

Google Sheets - Create a QR Code

Creating a QR (Quick Response) code may sound hard, but it's actually easy to do with Google Sheets. You'd have to use the link from the Google developer site (https://developers.google.com/chart/infographics/docs/qr_codes) and use the required parameters in addition to using the IMAGE function in Sheets. There are two type of QR codes: static & dynamic. The difference is that a static QR code will not change. For example, once the static QR code is created for a the destination link will always be the same. However for a dynamic QR code, the destination link can change. This would be useful if you didn't want to change the QR code, but once scanned it can take you to a different link in the future. The use case would be restaurant menus or some events on the web. You'd want your customers to scan the same QR code now to go to a site, but in the future that same QR code could go to an updated menu or future event on a website. In this video, I'll show you how to create a static and dynamic QR code.

Monday, December 7, 2020

Find the Difference between Two Lists

If you've got two lists or table to compare, most of the time you can use the equal sign to compare the cell values. But sometimes there are complications like having more than one value, values (text or string values) are separated by delimiters (e.g., commas, semicolons, etc.) or the values are not in the "correct" order. Doing the simple cell to cell comparison is not applicable and that's when you can use Power Query to help compare values.

Wednesday, December 2, 2020

Google Sheets - Finding Duplicate Values

When you get a table or list from others or some systems, you might get duplicate records. If you wanted to find those duplicates whether it be in a one column table or a multiple column table, it's fairly easy to do within Google sheets. I'll show a couple of ways this can be done with formulas and with a Pivot Table. Also if you wanted to just delete duplicate records ( and didn't want to bother with the analysis of which records is a duplicate), closer to the end of the video I'll show the command to do this quickly.