Homework from 2 weeks ago
This is how mine looks:
Sharpe Ratio:
=IFERROR((P4–$P$2)/VLOOKUP(A4,Stocks!$A$1:$AI$1,COUNTA($A$4:A4)*7–5,1))
First, I created a new sheet called ‘Stocks’ then selected the ticker for each one:
Then I used the following formula to capture the data from this website – https://www.marketwatch.com :
=ARRAYFORMULA(SUBSTITUTE(IMPORTHTML(“https://www.marketwatch.com/investing/stock/”&A1&“/download-data?countrycode=au&mod=mw_quote_tab”,“table”,5),“$”,))
Some of the websites needed slight adjustments, i.e.:
=ARRAYFORMULA(SUBSTITUTE(IMPORTHTML(“https://www.marketwatch.com/investing/stock/”&H1&“/download-data?mod=mw_quote_tab”,“table”,5),“$”,))
Then I created a column of numbered Close values, as they imported as text:
=VALUE(E3)
From here, I was able to each stock’s standard deviation:
=STDEV(G3:G20)
Going back to the Dashboard, I had to construct this formula:
=IFERROR((P4–$P$2)/VLOOKUP(A4,Stocks!$A$1:$AI$1,COUNTA($A$4:A4)*7–5,1))
The VLOOKUP function is accounting for the number of columns between each of the stock’s standard deviation so that I didn’t have to manually account for each one.
Lastly, I used a fuzzy-match VLOOKUP formula to report the type of ratio it was:
Do you understand my caveat now from last week – this is NOT financial advice. Moving on…
Sales Dashboard


One response to “36 – Visualisation 2: Sales Dashboard”
[…] had flow-on effects to the ‘homework’ that I had prepared for readers in a following post for a Sales Visualisation Dashboard. However, I have since returned to the function (see how I’m already applying my updated […]