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  • 37 – Visualisation 3: How to Make Dashboard Data

    https://docs.google.com/spreadsheets/d/1Y41xUwBQgN5hC5DQd0m7GE60OsfJsghTBZA2YZfxRNw/edit#gid=0 Sales Dashboard If you remember from last week, I posted a Dashboard. This week, I wanted to walk through how you can make it in Google Sheets. First, let’s start by laying it out. Then we can add a logo of the brand to the left-hand side. Next, I’ll create a title so when…

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  • 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…

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  • 35 – 4/8 Learn Data Manipulation and Visualisation

    What a broad term this is; data manipulation and visualisation. Data manipulation could be something as simple as transforming a field from text to number. Or a number field from integer to float. It could be something as complex as creating a pipeline to best understand choices made by rideshare users during various times of…

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  • 34 – Building a Stock Portfolio Tracker in Google Sheets

    Last Week’s Homework Here is the (safe) download link if you’re interested in checking: Stock Portfolio Do you have some stocks hidden away somewhere? How are they going? What did they return yesterday? What about 5 days ago? 10 days? 250 days? Do you currently know what the firm’s beta is? At the end of…

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  • 33 – Optimisation 6: Using Excel’s What-If Analysis Tool for Making Decisions

    Last Week’s Homework How did you go with last week’s task? Check the spreadsheet to see my solution. Excel’s What-If Analysis Tool Have you ever been in that situation where someone asks you numerous times, “what if we did this? What if that happens? What if we went left instead of right?”? Have you ever…

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  • 32 – Optimisation 5: Using Excel’s Solver to Optimise Decisions

    This is the third instalment in the optimisation series. In the previous three posts, we have seen how we can: (long-form) find the profit maximising position of a business, understand how we estimate models to best predict future events, and consider numerous formulae to solve for the optimised point. What we will be going through…

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  • 31 – Forecasting Sales Data

    In the last post, we identified outliers in a dataset following specific steps. We then discussed the effects that these outliers have on data and the impacts they have on decision-making. This week is about continuing this foresight and seeing how we can forecast future sales for each individual product that we have been tracking.…

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  • 30 – How to Use Z-score With Sales Data

    The first time I came across a ‘Z-score’ I was in an ‘Introduction to (economic) Statistics’ class. I had remembered terms like standard deviation, mean, mode, and average from High School, but never really understood how to use them in day-to-day work. Let alone Z-scores. As I journey through life, I find more connections to…

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  • 29 – How to Use INDEX MATCH MATCH

    Homework Review Here are my solutions from last week’s post. Did you happen to do something different? Split the following strings into columns by special characters (:, -, ‘,”): Cell A3: =SPLIT(A2,“:”); Cell C3: =SPLIT(B3,“,”) Cell A7: =SPLIT(A6,“:”) Cell C7: =SPLIT(B7,“””)”) Cell A11: =SPLIT(A10,“:”) Cell C11: =SPLIT(B11,“””) Cell A15: =SPLIT(A14,“:”) Cell D15: =SPLIT(C15,“-“) Cell A20:…

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  • 28 – How to Grab Those Little Bits

    Last Week’s Solution How did you go with last week’s tasks? Were you able to get something more efficient than mine? https://docs.google.com/spreadsheets/d/1WpSd-83DRZpDhwoBpLWFNS8C5pyVfJGrIex_TdYWrNY/edit#gid=1277979536 =IFERROR(IF(VLOOKUP(E4,A3:C6,2,0)<=0,“No”,“Yes”)) =IFERROR(VLOOKUP(E12,A10:C15,3,0)) =VLOOKUP(E21,$A$21:$B$25,0,1) Grabbing those Bits and Pieces A few posts ago, I was showing how you can use IMPORTHTML to enter a bunch of names into Google Sheets at a moment’s notice.…

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