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Hi Rob, DV = Data Validation = Drop Down. These are the lists you wanted to use to load different investors details into the sheet before creating...

no worries. 🙂

Hi Rose, At the start page for each course there's a link to download any associated course files, e.g. for Power BI you'll see this link Regard...

Hi Rob, You don't have any DV lists set up. In the code I sent you, and in the image posted above, the cell using the DV List is B6. In the cod...

Hi Bruno, Sounds like a job for a pivot table. Please supply your workbook with the data. Regards Phil

Hi Jay, You need to wrap the 2 x COUNTIFS in an OR because you want to check both forwards or backwards in time for another Buy =IF(AND(I7<0,...

Hi Rob, That's an XLSX file so there's no VBA in it. You'll need to save the file as a .XLSM. Phil

Hi Rob, No worries, can you supply your workbook please, it's difficult to debug without the actual code. regards Phil

Yeah sorry, I meant COUNTIFS! I've adjusted my reply.

Hi Jay, You can use COUNTIFS to check the conditions (Loss and within 30 days). =IF(AND(I7<0,COUNTIFS(B$3:$B6, ">="&B7-30,$A$3:A6, "...

and this post is specifically about Pivot Charts P

But how do I know what shares were bought when? I don't see where the actual share is identified. Are you buying/selling the same share (company) in...

Hi Sholtan, This sounds like homework. Have you tried to solve it yourself? Please attach your attempt and I'll be happy to guide you. Regards...

Hi Rob, Attached is a workbook with code that does the job. However, you'll need to incorporate it into your own workbook. As it is it's not usin...

Hi Jay, There's no information on your workbook about when/if a security has been bought or sold in the 30 days before or after any particular tran...