June 16, 2021
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.
July 16, 2010
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.: