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Excel investment workbook

Discussion in 'Business Applications' started by Justdan, Feb 12, 2012.

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  1. Justdan

    Justdan Thread Starter

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    I created an Excel workbook to monitor my investments. One of the work sheets contains a long column of currency values from an annuity investment with each row showing daily values.

    Presently, I manually copy the daily value of that investment and paste it into worksheet # 2 that contains all of my investments. Worksheet # 2 daily refreshes, updates and totals all investments.

    My question is this: is there a formula that would automatically copy and paste the daily annuity values from worksheet # 1 into worksheet # 2 without having to manually copy and paste? If so, could you please guide me through the steps to accomplish this?

    Many thanks for your prompt attention and cooperation.
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    <edited by moderator (etaf) to reduce font size - not required default forum font size is adequate >
     
  2. etaf

    etaf Moderator

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    i have removed all the formatting - the default font is fine for this forum, and only need changing for any emphasis
     
  3. Justdan

    Justdan Thread Starter

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    Etan...

    Please note that your reply is not at all related to my post regarding "Excel Investment workbook".

    Justdan
     
  4. Keebellah

    Keebellah Trusted Advisor

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    Did you at least read what the moderator wrote?
    You forgot to mention which version of Excel you're using and a smaal sample with dummy data will help paint the picture, "a long column of currecy values..." doesn't tell me which column and also doesn't tell me wheer inb worksheet #2 you need it.
     
  5. Justdan

    Justdan Thread Starter

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    I posted a previous question on 2/12/12 regarding an Excel investment Workbook, and at this time I would like to modify my question:

    Cells A3:A100 have sequential dates with the current date in A3.
    Cells B3:B100 show daily interest increases.
    Cells C3:C100 all contain currency values from an annuity investment.

    The value of C3 is the sum of C2+B3.

    What is the formula to put in another cell on that worksheet that will calculate the current value of C at the current date (=today()???

    If it is possible to do this, I can then copy that value &#8220;paste special&#8221; into another worksheet, which is my objective.

    Hope you can help.

    Justdan
     
  6. Keebellah

    Keebellah Trusted Advisor

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    The formula would be

    Code:
    =VLOOKUP(TODAY(),A:B,2,FALSE)
    
    A:A is the column with the dates
    If the date is not in the column you will get the value #N/A, if you set it to TRUE it will return the first lowest value it finds
    If you want to test if the date is present then you will have to add a ISNA test

    Code:
    =IF(ISNA(VLOOKUP(TODAY(),A:B,2,FALSE)),"",VLOOKUP(TODAY(),A:B,2,FALSE))
    
    The "" can be replaced by a number or whatever you need to do in case the date is not found.

    The ,2, is the column which you want returnd, in this case Column B value
     
  7. Justdan

    Justdan Thread Starter

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    Thanks Keebellah ..... you've solved my problem. All I needed was the right formula!

    By the way, can you tell me where I can learn more about using Excel formulas?

    Thanks again for your help.

    Justdan
     
  8. Keebellah

    Keebellah Trusted Advisor

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    My school: Trial and Error and Google ...

    of coures is TSG the place to be vor ALL your answers :)
     
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