I need to create a table that calculates the value of share holdings at the end of each month and then totals the share values for each corresponding period. What formulas do I use?
I need to create a table that calculates the value of share holdings at the end of each month and then totals the share values for each corresponding period. What formulas do I use?
Hi Alicialindeq,
welcome to the forum.
I need to see the data layout, it would be better if you can upload a sample workbook along with your expected output. thanks.
Regards,
DILIPandey
<click on below * if this helps>
DILIPandey, Excel rMVP
+919810929744 (India), +971528225509 (Dubai), dilipandey@gmail.com
This is what I need to do: Create a table to calculate each share holding at the end of each month and then total the share values for each corresponding period. I am not financially inclined and I am not familiar with the financial formulas. Any help will be greatly appreciated![]()
Okay.. use below formula:-
Formula:![]()
=IF($A3<VLOOKUP(B$2,Sheet1!$A$1:$B$4,2,0),"",VLOOKUP(B$2,Sheet1!$A$1:$C$4,3,0)*B3)
see attachment:- Excel worksheet.xlsx
Regards,
DILIPandey
<click on below * if this helps>
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