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June 16, 2021
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I'm trying to modify the dashboard for my own use. I want to replace the "industry" code (c6) with categories of my own choosing. So I've added a column to the Ledger Table called "Group" with text values like 'Energy' and 'Tech' as examples for each of my holding transactions. I want those values to appear in column C on the dashboard.
The formula I've tried is: =vlookup(b6#,ledger,9,false) with 9 being the new column in the ledger table. This gives me a #N/A error.
Ideally, I'd like to sort the holdings on the dashboard by this "group" value so that stocks/holdings appeared together with other similar holdings.
Also, how does one add a "Cash" holding in the ledger table so that it appears correctly on the dashboard?
Thanks for any insight.
dhinboston
July 16, 2010
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Hi David,
If your ledger columns are the same as mine with the exception of your new column for the group, then the first column in the Ledger table is a date column. This is the column VLOOKUP looks up. Better to use XLOOKUP because it can lookup any column, not just the first in the table. e.g.:
=XLOOKUP(B6#,Ledger[Stock],Ledger[Group],"Not Found",0)
Mynda
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