Hello,

I would love some assistance. I am hoping to create a push-of-a-button report in excel. Bloomberg is the data source for this report so, ideally, the "push-of-a-button" would refresh the Bloomberg data and pull all necessary data.

The report includes 4 parts reporting on 21 open-end funds. Bloomberg has created excel reports that pull this information but unfortunately the macros are locked so I cannot aggregate the reports into one report. Item 4 is my biggest outstanding question I would like help with.

1. Performance. This I have generated using Bloomberg formulas in excel.
2. Correlations. I want to create a correlation matrix for the 21 open-ended funds and one index (MSCI World Local Index). Each correlation should be calculated based on a one year period of daily returns (daily percent change in the last price). I have an idea about how to manually calculate this but it involves many steps, if anyone has a simple Bloomberg excel function that would be super helpful.
3. Cumulative Returns. This would show the returns over a one year period. Again, I have an idea on how to calculate this but if someone has a template that would be helpful.
4. Fund flow data. I am hoping to show the top ten inflows and outflows for this list of 20 funds. This is the piece I need the most help with as I am not aware of any Bloomberg formulas that pull flow data.

One additional questions - is there a way for me to input 1 date and have a time series (1 year, only business days) automatically refresh? Ideally it would exclude holidays.

Thanks in advance for any and all help!