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In this guide, we’ll walk through how to set up a portfolio tracker using Excel. Whether you want to track an existing portfolio, use Excel functions to inform selling, or track stocks on your watchlist to know when/if to buy, you can use Excel’s built-in “Stocks” feature to pull the information you’ll need.
In this guide, we review the top 10 formatting techniques you need to know to present clean and polished work.
This tutorial will go through two simple examples of the VLOOKUP function in Excel.
Microsoft (MS) Excel is a spreadsheet software program in the Microsoft Office suite and a robust data management and analysis tool for business professionals. It’s currently available on desktop computers for both Mac and PC, as a mobile app, and also online via the Office 365 cloud. Basic excel features include data calculation, data graphs and charts, pivot tables, and task automation with macros. Professionals use MS Excel for advanced functions in a variety of industries, especially statistics, finance, and engineering.
Although Excel was not designed to be a database, it is often used that way for smaller datasets of a few hundred or thousand records. Like most spreadsheets, Excel is a grid composed of numbered rows and lettered columns. The amount of rows and columns in the program varies by version, but the maximum number of rows in Excel 2016 is 1,048,576, and the maximum number of columns is 16,384.
In this section, we will review some of the tips and fundamentals from our introductory set of videos.
Learn the basics of the user interface in Excel in the video tutorial - how to use the toolbar, zoom in and out of the sheet, and more.
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