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Thread: automatic calculation formula in excel ?

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    Seeker raywilliamjohnson's Avatar
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    Lightbulb automatic calculation formula in excel ?



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    hi im trying to make automatic calculation without block spesific column
    for example if I want investagate formula under B2 (B3and below) I had to write a name in cell B3 after that I have to copy and block range C2:M2 to get the result to below. the result from C3:M3, C4:M4 etc is not same as cell B2 but depending on Text/Name written in cell B3 and below.
    is there any formula which automatically counting data from cell C2 : M2 when we typing in a name under the cell B2 (b3, b4, b5, b6 etc)?


    is there is something wrong with the formula that I wrote so data doesnt update automatically?
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    Seeker raywilliamjohnson's Avatar
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    can anybody help?

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    Send the attachment as xlsx

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    Neophyte tmdoherty's Avatar
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    Help with Formulas in Backtesting Spreadsheet

    I have a spreadsheet that selects two funds based upon an algorithm that is applied to a basket of funds. At the close of the last trading day of the month, the new fund selections are made (sometimes they change, sometimes they remain the same depending upon the quantities evaluated by the algorithms). I set up the spreadsheet in a way that assumes that at the end of the day of each month, both funds are sold, and immediately after that, the proceeds of these sales are used to buy the two funds for the next month in a 50/50 ratio (that is what Cells D3 and F3 specify). I will try to post a sample of the spreadsheet. Here is the description:

    Column A: Dates
    Column B: Stock Symbol of First Fund Selected
    Column C: Stock Symbol of Second Fund Selected
    Columns D and E: Daily adjusted closing prices for First Fund [Column B]
    Columns F and G: Daily adjusted closing prices for Second Fund [Column C]
    Column H: # of Shares of First Fund
    Column I: # of Shares of Second Fund
    Column J: Total value of shares in First Fund
    Column K: Total value of shares in Second Fund
    Column L: Sum of total values of shares in First and Second Fund

    Each month, the fund prices shift from one column to the adjacent column (e.g., Column D to Column E). This was to allow me to calculate the closing prices for the month for the two funds, then to calculate the opening prices for the next month for the next two funds selected. You will see that there are calculations in Columns H thru L, and that these are intended to keep track of the daily values of each fund (Columns J and K) and the sum of the two funds (Column L).

    Here's what I would like to do:

    1. Create a way to automatically calculate all values in Columns H through L. That's the most important issue, since this is the step that is the most labor intensive right now.
    2. Create a way to direct Excel to post the correct prices in Columns D thru G based on what fund is specified in Columns B and C.
    3. Perform these for the each entire month, then when the new month arrives, repeat these calculations for the new funds selected.

    Again, I have a small sample of the spreadsheet showing the above described columns, and will try to post that. But right now, I am not sure how to post attachments. Hopefully I will figure that out in a bit.

    Thanks so much,

    Terence
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