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Sorting stock dashboard by Market value instead of Alphabetical|Dashboards & Charts|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumDashboards & ChartsSorting stock dashboard by Market v…
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Sorting stock dashboard by Market value instead of Alphabetical
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mark lettang

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February 25, 2023 - 3:58 am
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Hello,

Love the stock dashboard.

 

This array formula in the dashboard sorts the stock dashboard alphabetically:

=SORT(UNIQUE(FILTER(Ledger[Stock],SUMIF(Ledger[Stock],Ledger[Stock],Ledger[Units])<>0)))

 

Is there a simple modification that would sort it by Market Value, instead?  (descending)

 

Thanks

Mark

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mark lettang

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February 25, 2023 - 2:28 pm
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Hello,

I figured it out and would like to share.  Two changes to accomplish this:

 

1. Remove the Sort from the Stock column.  It becomes:

=UNIQUE(FILTER(Ledger[Stock],SUMIF(Ledger[Stock],Ledger[Stock],Ledger[Units])<>0))

 

2. Add sort function to the Market Value column.  It becomes:

=SORT(D3#*E3#,,-1)

note: there are some optional arguments left blank for the sort function.  the -1 is for descending

 

Thanks

Mark

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mark lettang

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February 26, 2023 - 5:16 am
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I spoke too soon.  The above modifications sorts the market value column according by market value, but it doesn't sort the other columns (and so the Stock columns don't match-up properly with the market value column).rn rnAny help as to how to sort entire dashboard list by market value would be appreciated!rn rnThanksMark

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Mynda Treacy
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February 28, 2023 - 10:49 am
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Hi Mark,

The best way is to create the 'Current Holdings' table in a separate workings sheet and then use the SORT function to bring the table into your dashboard sorted by the market value column. e.g.:

=SORT(B6:F11,5,-1)

Where B6:F11 contains the following columns:

  • Ticker
  • Industry
  • Units
  • Current Price
  • Market Value

Hope that points you in the right direction.

Mynda

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mark lettang

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March 1, 2023 - 7:16 am
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Yes!  That totally helps.  Thanks for the pointer!

 

Thanks
Mark

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