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#1
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Ok, I have a 401k database set up for an entire month and I have been trying
to figure out how in the world to set each day up to when you post your new earnings for the day, a new percentage would pop up showing how much you have gained or lost in that certain fund for the month. I was wanting to do a percentage for each fund as well as for the grand total of all of them. Also when the total is 0 I wanted to omit those out of the percentage, because you all know on the weekends nothing is posted. Also I just want it at the bottom so it is listed only once for the whole month, it doesnt have to be beside each individual day. Thanks a bunch. |
#2
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here is an example of how its set up and what i would like for it to look
like.... date 3/13/2007 date 3/14/2007 PERCENTAGE 401k1 32000 401k1 50000 I want to take all of these 401k1 22% 401k2 56000 401k2 56000 figures individually and 401k2 0% 401k3 45000 401k3 45000 get the daily percentage 401k3 0% 401k4 34000 401k4 34000 increase or decrease 401k4 0% total 167000 total 180000 total 22% "Zr2x350" wrote: Ok, I have a 401k database set up for an entire month and I have been trying to figure out how in the world to set each day up to when you post your new earnings for the day, a new percentage would pop up showing how much you have gained or lost in that certain fund for the month. I was wanting to do a percentage for each fund as well as for the grand total of all of them. Also when the total is 0 I wanted to omit those out of the percentage, because you all know on the weekends nothing is posted. Also I just want it at the bottom so it is listed only once for the whole month, it doesnt have to be beside each individual day. Thanks a bunch. |
#3
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![]() "Zr2x350" wrote: here is an example of how its set up and what i would like for it to look like.... date 3/13/2007 401k1 1000 401k2 1000 401k3 2000 401k4 3000 t0tal 7000 date 3/14/2007 401k1 2000 401k2 1000 401k3 2000 401k4 5000 total 10000 then in a box by itself I would like to be able to keep up with the daily percentage drop/increase in each section PERCENTAGE increase/decrease 401k1 100% 401k2 0% 401k3 o% 401k4 75% total 120% Can someone help me with this issue please. Thanks "Zr2x350" wrote: Ok, I have a 401k database set up for an entire month and I have been trying to figure out how in the world to set each day up to when you post your new earnings for the day, a new percentage would pop up showing how much you have gained or lost in that certain fund for the month. I was wanting to do a percentage for each fund as well as for the grand total of all of them. Also when the total is 0 I wanted to omit those out of the percentage, because you all know on the weekends nothing is posted. Also I just want it at the bottom so it is listed only once for the whole month, it doesnt have to be beside each individual day. Thanks a bunch. |
#4
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Use VLOOKUP:
Not sure how data is organised but assume data for 3/13/07 is in columns A&B and for 3/13/07 in D&E. Let column F contain your 401 codes: Then percentage change: =((VLOOKUP,F1,$D:$E,2,0)/VLOOKUP(F1,$A:$B,2,0))-1 Format cell as percentage (Some of the % in your sample are wrong: % change = (new value - old value)/old value) HTH "Zr2x350" wrote: "Zr2x350" wrote: here is an example of how its set up and what i would like for it to look like.... date 3/13/2007 401k1 1000 401k2 1000 401k3 2000 401k4 3000 t0tal 7000 date 3/14/2007 401k1 2000 401k2 1000 401k3 2000 401k4 5000 total 10000 then in a box by itself I would like to be able to keep up with the daily percentage drop/increase in each section PERCENTAGE increase/decrease 401k1 100% 401k2 0% 401k3 o% 401k4 75% total 120% Can someone help me with this issue please. Thanks "Zr2x350" wrote: Ok, I have a 401k database set up for an entire month and I have been trying to figure out how in the world to set each day up to when you post your new earnings for the day, a new percentage would pop up showing how much you have gained or lost in that certain fund for the month. I was wanting to do a percentage for each fund as well as for the grand total of all of them. Also when the total is 0 I wanted to omit those out of the percentage, because you all know on the weekends nothing is posted. Also I just want it at the bottom so it is listed only once for the whole month, it doesnt have to be beside each individual day. Thanks a bunch. |
#5
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Yeah I just wrote those percentages down for an example, i didnt actually
figure them I just wanted you guys to get the idea of the layout. So how exactly does this VLOOKUP: work? you just type in the figures you want it to work? "Toppers" wrote: Use VLOOKUP: Not sure how data is organised but assume data for 3/13/07 is in columns A&B and for 3/13/07 in D&E. Let column F contain your 401 codes: Then percentage change: =((VLOOKUP,F1,$D:$E,2,0)/VLOOKUP(F1,$A:$B,2,0))-1 Format cell as percentage (Some of the % in your sample are wrong: % change = (new value - old value)/old value) HTH "Zr2x350" wrote: "Zr2x350" wrote: here is an example of how its set up and what i would like for it to look like.... date 3/13/2007 401k1 1000 401k2 1000 401k3 2000 401k4 3000 t0tal 7000 date 3/14/2007 401k1 2000 401k2 1000 401k3 2000 401k4 5000 total 10000 then in a box by itself I would like to be able to keep up with the daily percentage drop/increase in each section PERCENTAGE increase/decrease 401k1 100% 401k2 0% 401k3 o% 401k4 75% total 120% Can someone help me with this issue please. Thanks "Zr2x350" wrote: Ok, I have a 401k database set up for an entire month and I have been trying to figure out how in the world to set each day up to when you post your new earnings for the day, a new percentage would pop up showing how much you have gained or lost in that certain fund for the month. I was wanting to do a percentage for each fund as well as for the grand total of all of them. Also when the total is 0 I wanted to omit those out of the percentage, because you all know on the weekends nothing is posted. Also I just want it at the bottom so it is listed only once for the whole month, it doesnt have to be beside each individual day. Thanks a bunch. |
#6
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Not sure how data is organised but assume data for 3/13/07 is in columns A&B
and for 3/13/07 in D&E. Let column F contain your 401 codes: Then percentage change: =((VLOOKUP(F1,$D:$E,2,0)/VLOOKUP(F1,$A:$B,2,0))-1 This matches data in F1 against data in column D and if it finds a match, returns the value in column E (the 2 refers to the second column of the specified 'lookup' range: in this case columns D & E). Similarly, the second VLOOKUP matches F1 against column A and returns value from B. Change the columns A &B, C&D to suit your data plus column F. If the 401 codes are a column, copy the formula down in the adjacent column (or whichever you are using). Look at HELP on VLOOKUP function. "Zr2x350" wrote: Yeah I just wrote those percentages down for an example, i didnt actually figure them I just wanted you guys to get the idea of the layout. So how exactly does this VLOOKUP: work? you just type in the figures you want it to work? "Toppers" wrote: Use VLOOKUP: Not sure how data is organised but assume data for 3/13/07 is in columns A&B and for 3/13/07 in D&E. Let column F contain your 401 codes: Then percentage change: =((VLOOKUP,F1,$D:$E,2,0)/VLOOKUP(F1,$A:$B,2,0))-1 Format cell as percentage (Some of the % in your sample are wrong: % change = (new value - old value)/old value) HTH "Zr2x350" wrote: "Zr2x350" wrote: here is an example of how its set up and what i would like for it to look like.... date 3/13/2007 401k1 1000 401k2 1000 401k3 2000 401k4 3000 t0tal 7000 date 3/14/2007 401k1 2000 401k2 1000 401k3 2000 401k4 5000 total 10000 then in a box by itself I would like to be able to keep up with the daily percentage drop/increase in each section PERCENTAGE increase/decrease 401k1 100% 401k2 0% 401k3 o% 401k4 75% total 120% Can someone help me with this issue please. Thanks "Zr2x350" wrote: Ok, I have a 401k database set up for an entire month and I have been trying to figure out how in the world to set each day up to when you post your new earnings for the day, a new percentage would pop up showing how much you have gained or lost in that certain fund for the month. I was wanting to do a percentage for each fund as well as for the grand total of all of them. Also when the total is 0 I wanted to omit those out of the percentage, because you all know on the weekends nothing is posted. Also I just want it at the bottom so it is listed only once for the whole month, it doesnt have to be beside each individual day. Thanks a bunch. |
#7
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Thanks a bunch!
"Toppers" wrote: Not sure how data is organised but assume data for 3/13/07 is in columns A&B and for 3/13/07 in D&E. Let column F contain your 401 codes: Then percentage change: =((VLOOKUP(F1,$D:$E,2,0)/VLOOKUP(F1,$A:$B,2,0))-1 This matches data in F1 against data in column D and if it finds a match, returns the value in column E (the 2 refers to the second column of the specified 'lookup' range: in this case columns D & E). Similarly, the second VLOOKUP matches F1 against column A and returns value from B. Change the columns A &B, C&D to suit your data plus column F. If the 401 codes are a column, copy the formula down in the adjacent column (or whichever you are using). Look at HELP on VLOOKUP function. "Zr2x350" wrote: Yeah I just wrote those percentages down for an example, i didnt actually figure them I just wanted you guys to get the idea of the layout. So how exactly does this VLOOKUP: work? you just type in the figures you want it to work? "Toppers" wrote: Use VLOOKUP: Not sure how data is organised but assume data for 3/13/07 is in columns A&B and for 3/13/07 in D&E. Let column F contain your 401 codes: Then percentage change: =((VLOOKUP,F1,$D:$E,2,0)/VLOOKUP(F1,$A:$B,2,0))-1 Format cell as percentage (Some of the % in your sample are wrong: % change = (new value - old value)/old value) HTH "Zr2x350" wrote: "Zr2x350" wrote: here is an example of how its set up and what i would like for it to look like.... date 3/13/2007 401k1 1000 401k2 1000 401k3 2000 401k4 3000 t0tal 7000 date 3/14/2007 401k1 2000 401k2 1000 401k3 2000 401k4 5000 total 10000 then in a box by itself I would like to be able to keep up with the daily percentage drop/increase in each section PERCENTAGE increase/decrease 401k1 100% 401k2 0% 401k3 o% 401k4 75% total 120% Can someone help me with this issue please. Thanks "Zr2x350" wrote: Ok, I have a 401k database set up for an entire month and I have been trying to figure out how in the world to set each day up to when you post your new earnings for the day, a new percentage would pop up showing how much you have gained or lost in that certain fund for the month. I was wanting to do a percentage for each fund as well as for the grand total of all of them. Also when the total is 0 I wanted to omit those out of the percentage, because you all know on the weekends nothing is posted. Also I just want it at the bottom so it is listed only once for the whole month, it doesnt have to be beside each individual day. Thanks a bunch. |
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