How to track sector performance in the stock market – Excel template
The image above shows the performance across industry groups for different date ranges, conditional formatting makes the table much easier […]

Highlight a date occuring [Conditional formatting]
Excel has a built-in feature that allows you to highlight dates if a given condition is met. Section 1 below […]

How to use the YEAR function
The YEAR function converts a date to a number representing the year in the date. The number is between 1900 […]

Lookup and match last value – reverse lookup
This article shows a formula that performs a reverse lookup and returns the corresponding value based on the last matching […]

Calendar – monthly view
This article describes how to build a calendar showing all days in a chosen month with corresponding scheduled events. What's […]

How to calculate and plot pivots on an Excel chart
  If you study a stock chart you will discover that sometimes significant trend reversals happen when a stock chart […]

Calculate date given weekday and week number
This article demonstrates a formula that returns a date based on a week number and a weekday like Sun to […]

Pivot Table calendar
This article demonstrates how to build a calendar in Excel. The calendar is created as a Pivot Table which makes […]

Yet another Excel Calendar
What's on this page How to use this Excel Calendar How to add events How I built this calendar Worksheet […]

How to calculate totals of stock transactions based on dates
Did you know that you can use a pivot table to summarize portfolio holdings at any point in time? If you trade […]

Change chart axis range programmatically
This article demonstrates a macro that changes y-axis range programmatically, this can be useful if you are working with stock […]

Add buy and sell points to a stock chart
The image above shows an Excel chart of the S&P 500 with buy and sell signals based on a 50 […]

Create date ranges that stay within month
This article demonstrates a formula that creates date ranges based on a given number of days and the end date […]

Count cells based on a condition and month
Janib Soomro asks: In A column, there are dates in mmddyyy format and in B column, there are two variables […]

List all unique distinct rows in a given month
This article demonstrates a formula that extracts unique distinct records/rows for a given month specified in cell C2, see the […]

Highlight duplicates with same date, week or month
The image above demonstrates a conditional formatting formula that highlights duplicate items based on date. The first instance is not highlighted, […]

Filter duplicates within same date, week or month
The image above demonstrates a formula in cell E3 that extracts duplicate items if they are on the same date. […]

Count unique distinct values within same week, month or year
The array formula in cell E3 counts unique distinct items for all dates within the same week. Example, week 2 […]

Remove duplicates within same month or year
The array formula in cell B15 extracts dates from B4:B12 if it is not a duplicate item in the same […]

Automate net asset value (NAV) calculation on your stock portfolio
Introduction In this post I am creating a spreadsheet that will calculate stock portfolio performance. To do this I am […]

Create number series
Excel has a great built-in tool for creating number series named Autofill. The tool is great, however, in some situations, […]

Highlight odd/even months
Color odd months Conditional formatting formula: =MOD(MONTH($B6),2) Explaining CF formula in cell B6 Step 1 - Calculate number of month The […]

Create a quartely date range
I will demonstrate three different methods to build quarterly date ranges in this article. The two first methods have a […]

Create a monthly date range
I will demonstrate three different techniques to build monthly date ranges in this article. Two of these techniques are easy because they […]

How to highlight MAX and MIN value based on month
The image above shows rows highlighted based on value in column C being the largest or smallest in that particular […]

Count unique distinct months
The formula in cell D18 counts unique distinct months in cell range B3:B16. Formula in D18: =SUMPRODUCT((FREQUENCY(DATE(YEAR($B$3:$B$16), MONTH($B$3:$B$16), 1), DATE(YEAR($B$3:$B$16), […]

Calculate last date of a given month
The formula in cell C3 calculates the last date for the given month and year in cell B3. =DATE(YEAR(B3), MONTH(B3)+1, […]