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August 16, 2021
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Hello,
Is it possible to to use a word in a transition column ex. Buy or Sell and give it an action like plus or minus? So you can import data and figure out how many stock shares you have bought and sold?
to help figurer out quantity held and dollar cost average of stocks.
Thank you
VIP
Trusted Members
December 7, 2016
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Hello,
Yes, if the data is already imported you often use the IF function in a helper column to determine what to do.
It can also be handled during import, where you use Power Query to do the job.
Br,
Anders
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August 16, 2021
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Hi Anders,
Would you happen to know what the formula would be for the helper column using the attached sheet? Im kind of new at this so I would have to even look up what a Power Query is.
Thank you
VIP
Trusted Members
June 25, 2016
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Hi Cody
You can try this :
=IF([@[Transaction Type]]="Buy","+",IF([@[Transaction Type]]="Sell","-",""))
Sunny
Trusted Members
February 13, 2021
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If is one of the most useful functions in excel, you can learn more about it here.
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