MensOlympicFootball

Free Men’s Olympic Football Prediction Template for Paris 2024

The Paris Olympics are taking place next month, and one of the more popular tournaments is likely to be the men’s football competition, which will include 2022 World Cup finalists France and Argentina. I have created a template in Google Sheets which will help track the tournament and allow you to make predictions with others.

Tracking matches in the template

On the main page of the template, there is a tab for Actuals where you can enter the actual results as they occur. And based on those results, the tables will automatically populate, to determine which teams will play one another in the knockout stages.

Men's 2024 olympic football match schedule.

You can also highlight countries you want to track by specify the name of country under the watchlist section below. There is also a space to adjust the time based on your time zone. In the example below, the match times are adjusted based on GMT-4. I have also chosen to highlight all the matches where either France or Argentina play.

Men's 2024 olympic football match schedule adjusted to GMT-4 settings.

Making predictions in the template

In addition to tracking the matches and results, you can also make predictions with your friends. There are five predictions tabs in the file. The tabs are the same as the actual tab. The one difference is that there is column for prediction points earned. The prediction results will compare to the actuals to determine if a result was correct and if so, the number of points that someone should have earned from that prediction.

You can adjust the points someone will earn by making changes to the scoring rules tab. Here are the default rules that are in the sheet:

Scoring rules for the Men's 2024 olympic football match template.

Points can be earned for determining the correct number of goals, the right result, score, and even if the teams were correctly predicted to be in the correct elimination stage.

To track how all the players are doing, update the scoring results tab with the name of the players — this should match the individual tabs. If you rename Player1, Player2, etc, then be sure to adjust the names on the scoring results tab. If you need more players, you can copy one of the existing player tabs.

Player standings in the prediction tab.

Try the template!

This template is available for free and you can access it by clicking on this link. It will create a copy of the file which you can then use.


If you like this free template for the Men’s Olympic Football Tournament for Paris 2024, please give this site a like on Facebook and also be sure to check out some of the many templates that we have available for download. You can also follow me on Twitter and YouTube. Also, please consider buying me a coffee if you find my website helpful and would like to support it.

MapCharts2

Creating a Map Chart in Excel and Google Sheets

If you have sales data organized by country, you can create map charts in both Excel and Google sheets. These charts can make it easy to visualize sales and identify patterns and trends. Below, I will compare the different ways to create map charts in Excel and Google Sheets, and highlight any similarities and differences.

For this example, I’m going to use a data set which just includes two fields, one for the country and one for the sales data.

Sales data by country.

Creating a map chart in Excel

To create a map chart in Excel, all you need to do is click anywhere on your data set and insert a chart. Excel will likely automatically detect the data and recommend a Filled Map as an option. But if it doesn’t, you can select a Map option under the All Charts tab:

Selecting a filled map chart in Excel.

You’ll now have a chart that displays the values based on a color scale. In this example, the larger values are in a darker shade of blue whereas the smaller values are in light blue. And if there is no data, the countries are filled in grey.

A map chart in Excel.

As with other Excel charts, you can specify a different color scheme and chart layout. In the chart below, I’ve used a theme which has a black background.

A map chart in Excel with a black background.

By using the dark theme, it makes it easier to focus on areas where there is data, as those countries stand out more prominently. You can also manually adjust the color scheme for the chart by formatting the data series. To do so, right-click on the chart, select Format Data Series and under the option for Series Color, you can specify a 3-color range. And you can adjust what the minimum, midpoint, and maximum values should look like. This logic is similar to how you might set up conditional formatting rules in Excel.

Formatting a data series in a map chart in Excel.

With more colors, readers can now see more variation in visualization.

Map chart showing three different colors.

Creating a map chart in Google Sheets

To create a map chart in Google Sheets, the process is comparable to Excel’s. Simply select a cell on your data set and when you create a chart, select the option for Geo Chart under the Map section

Selecting a Geo chart in Google Sheets.

The result is similar to Excel, with the countries being shaded based on their values:

A map chart in Google Sheets.

Under the Customize section of the chart settings, you can specify what the max, min, mid values should look like. In addition, you can specify how countries without values should be displayed.

In Google Sheets, you also have a bit more flexibility in how to zoom in on data. In the region drop down, you can specify whether you want to look at the entire world, or narrow in on specific continents.

Customizing a map chart in Google Sheets.

If I select North America, then I will only get a view of that continent, even if there is data for other countries.

A map chart in Google Sheets focusing on North America.

Google Sheets also allows you to create a Geo chart with markers, which is a bit similar but the difference is the countries are not filled in. Instead, there are circles representing the values.

A geo chart in Google Sheets using markers.

With this type of chart, you can add another field to track the size of the circles. In the following data table, I also have a field for the average sale price.

Table showing sales and average sale price by country.

The average sale prices are highest in North America and smallest in Asia, and that is visually represented in the chart below. In addition to having the colors indicating the overall sales values, I can compare the average prices by looking at the size of the circles.

A geo chart in Google Sheets using markers.

Overall, creating map charts is easy whether you’re making them in Excel or Google Sheets. In Google Sheets, however, there is some added flexibility, and the ability to use markers allows you to utilize an additional field in map charts.


If you like this post on Creating Map Charts in Excel and Google Sheets, please give this site a like on Facebook and also be sure to check out some of the many templates that we have available for download. You can also follow me on Twitter and YouTube. Also, please consider buying me a coffee if you find my website helpful and would like to support it.

TrackStocksinGoogleSheets v1

How to Track Hundreds of Stocks in Google Sheets

Google Sheets makes it easy to pull in data from the internet, including stock prices. An advantage it has over Excel’s StockHistory function is that it can pull prices even before the trading day has finished. This gives users access to more up-to-date information. Plus, it’s easy to track not just one or two stock prices in Google Sheets but even hundreds.

How to pull in a stock price for a ticker symbol in Google Sheets

Using the GOOGLEFINANCE function, you can quickly pull in a stock price easily. Here are the main components of the function:

  • Ticker
  • Attribute. Below are the attributes you can use for stocks:
    • “price”: current price, up to 20 minutes delayed.
    • “priceopen”: the opening price.
    • “high”: the current day high.
    • “low”: the current day low.
    • “volume”: the current day’s volume.
    • “marketcap”: the stock’s current market cap.
    • “tradetime”: the time the last trade was made.
    • “datadelay”: how delayed the real-time data is.
    • “volumeavg”: the stock’s average trading volume.
    • “pe”: the price-to-earnings ratio.
    • “eps”: the most recent earnings per share.
    • “high52”: the stock’s 52-week high.
    • “low52′: the stock’s 52-week low.
    • “change”: the change in stock price from the previous day’s close.
    • “changepct”: the percentage change in price from the previous day’s close.
    • “beta”: the stock’s beta value.
    • “closeyest”: the previous day’s closing price.
    • “shares”: the number of shares outstanding.
    • “currency”: the stock’s currency
  • Start Date
  • End Date
  • Interval

You don’t, however, need to fill in all of the arguments. For example, the following formula only uses the ticker and the attribute field and it will pull in Amazon’s current stock price:

=GOOGLEFINANCE(“AMZN”,”price”)

If you want to pull in Amazon’s stock price for the first trading day of the year, you could use the following formula:

=GOOGLEFINANCE(“AMZN”,”price”,”1/1/2024″)

This will return the following table:

Amazon's stock price for Jan. 2, 2024.

Although January 1 was not a trading day, the formula automatically gets the data for the next trading day. If you just want to get the closing price and don’t want the rest of the table, you can nest this formula within the INDEX function as follows:

=INDEX(GOOGLEFINANCE(“AMZN”,”price”,”1/1/2024″),2,2)

Since we are getting the second column and the second row, it will only retrieve the closing price for that day. This method works when you are just pulling in the stock price for a single date.

Adding a prefix for exchanges

If you want to track a lot of stocks, the one thing you may inevitably run into is a situation where Google Sheets doesn’t correctly identify your stock ticker. If, for example, you want to pull in a stock from a different exchange, entering just the ticker symbol alone won’t be enough. If I wanted to pull in the price for Air Canada stock, which has a ticker symbol AC on the Toronto Stock Exchange (TSX), this formula won’t work:

=GOOGLEFINANCE(“AC”,”price”)

Instead, that formula will return the value for Associated Capital Group, which trades on the NYSE. Google Sheets effectively takes its best guess as to which ticker you want to pull in. But as you can imagine, it may get it wrong if you have a symbol which is active on multiple exchanges.

To get around this, you can incorporate an indicator for the exchange. For the TSX, it’s TSE. If you’re not sure which one to use, go to the Google Finance website and look for the stock you want, and take note of the code for the exchange:

Google Finance quote showing the stock ticker and the exchange code.

To ensure the GOOGLEFINANCE function is retrieving the correct stock, I can adjust my formula as follows:

=GOOGLEFINANCE(“TSE:AC”,”price”)

You can follow the same methodology for other stocks and exchanges.

Creating a template to track hundreds of stocks

To create a template to help you track stocks in Google Sheets, all you really need are a few fields. One for the ticker, one for the exchange, plus one for the stock price. I’ll also add one for the % change. This can help you build out a dashboard.

If I have my tickers in column A and the exchange code in column B, I can combine the values to create a dynamic formula which will update based on those combinations. This way, I can avoid having to hardcode the individual stock tickers. Here’s how that formula would look:

=GOOGLEFINANCE(B2&”:”&A2,”price”)

The key is to combine those values and separate them with a colon in-between, so that the format is exchange:ticker. Now, when I create my template, I can copy that formula down and it will pull in stock prices which aren’t based solely on just the stock ticker:

Stock prices in Google Sheets based on multiple tickers.

Let’s extend this a bit further and now also include the percent change from the previous day. If I want to format it as a percentage, I need to make sure I divide the value by 100:

=GOOGLEFINANCE(B2&”:”&A2,”changepct”)/100

And now I can display both the stock price and the percent change from the previous day:

Stock prices in Google Sheets based on multiple tickers showing the price and the percent change.

You can copy these formulas down hundreds of rows, making it possible to track as many stocks as you need in Google Sheets.


If you like this post on How to Track Hundreds of Stocks in Google Sheets, please give this site a like on Facebook and also be sure to check out some of the many templates that we have available for download. You can also follow me on Twitter and YouTube. Also, please consider buying me a coffee if you find my website helpful and would like to support it.

LoopStocksGoogleSheets

Loop Through Stocks in Google Sheets With a Macro

Google Sheets provides investors with a great way to pull in stock prices, ratios, and all sorts of information related to stocks. Pulling in a stock’s history, for example, can make it easy for you to calculate a stock’s relative strength index, or create a MACD chart. But doing any sort of analysis for multiple stocks at a time isn’t easy. One way around this is to create a macro using Google App script that can automate the process for you and cycle through multiple stocks. Don’t know how to do it? No problem, because below I’ll provide you with a setup and a code that you can use.

First, I’ll go through creating the file from scratch and how it works.

Setting up the template

In this example, I’m going to find the stock’s largest value for a specific period. To start, I’m going to use the GOOGLEFINANCE function to get the stock history going back to Jan. 1, 2020. In the below example, I’ve got the price history for Meta Platforms, aka Facebook:

Stock history in Google Sheets for Meta Platforms.

In cell B1 I’ve put a variable for the ticker symbol. This is to avoid hardcoding anything in the formula. This is important to make the process easy to update. In the macro, I’m going to cycle through ticker symbols. In Cell E2, I also have a formula that grabs the largest value in column B (the closing price):

=MAX(B:B)

However, this is where you can put your own formula or the results of your own calculation. Whether it’s a minimum, a maximum, or some other computation you want to do, you can put the results of that calculation here. This is the cell that will get copied during the macro.

Then, in column G, I have a list of the stocks that I want the macro to cycle through:

A list of stocks on Google Sheets.

As long as it’s a valid ticker symbol that the GOOGLEFINANCE function recognizes, you can enter it in this column. You can expand it as far as you like. However, if the macro goes on for too long then it will eventually time out and stop. If you want to cycle through every stock in the S&P 500, it is possible, but just be aware that you’ll likely have to do it in chunks. When testing it myself, I estimated I could do somewhere in the neighborhood of 200+ stocks in a single run. Once done, I copied the values onto another place on the spreadsheet with the values, and then replaced the stocks in column G with the next batch.

In Cell J1, I also have a variable called tickercount. This is a helper calculation to make the macro efficient. Instead of it having to count the number of stocks in my list, I provide it for the macro — anything to make it run quicker.

The Apps Script Code

Now it’s time for the code to make this all work. To add code to your Google Sheet, select the Extensions menu and select Apps Script

Selecting Apps Script from Google Sheets.

Once in Apps Script, you can setup a new function. You should see the following:

United project in Google Sheets Apps Script.

Here’s the entire code that you can use based on my setup:

function myFunction() {
  
var sht = SpreadsheetApp.getActiveSheet();
var lastrow = sht.getRange("tickercount").getValue();

for (i=1; i<=lastrow;i++) {

  //change ticker
  sht.getRange('B1').setValue(sht.getRange('G' + i).getValue());

  //copy maximum value
  var result = sht.getRange('result').getValue();

  sht.getRange('H' + i).setValue(result);
  

}
}

Here’s a brief explanation of how the code works:

  • It begins by selecting the active sheet.
  • It determines the last value based on the ‘tickercount’ named range.
  • It loops through the values in column G.
  • It takes the value in column G and pastes it into cell B1 (the ticker variable).
  • The macro then gets the value from cell E1 (it has a named range called ‘result’)
  • It pastes the value of the result into column H, to the same row that the stock ticker was on.

If you leave my setup the way it is, what you can do is do any of your desired calculations on another part of the worksheet. As long as it doesn’t interfere with the ticker list or any of the ranges used in the macro, then you’re fine. You can also adjust where the cells are if that makes it easier. For example, you could move the ‘result’ named range from E1 to somewhere else in the spreadsheet. With a named range, you don’t need to worry about updating the cell reference.

Running the macro

A final part of this macro is actually running it. You need a way to trigger it. In my example, I’m using a button. This makes it easy to see what you need to click on for the macro to run. Here’s how you can create a button in Google Sheets and assign a macro to it:

1. Go to Insert and select Drawing

2. Create a shape, add text to it, and whatever colors/formatting you want. Then click Save and Close.

3. Select the button and click on the three dots on the right-hand side, where you will see an option to Assign Script.

4. In the following dialog box, enter the name of your function (don’t include the parentheses). The default function in Apps Script is called myFunction() and if that’s the macro you want to use, then you would just enter myFunction and click on OK.

If everything works, now when you click on your button, the macro will run. Check for any error messages to see if you run into any issues. If you need to edit the button afterwards, right-click on it first so that you don’t accidentally trigger the macro.

One thing to note is that when you run a macro on a Google Sheets file for the first time, you’ll be given a warning about doing so:

Google Sheets warning message.

Click on Review permissions and select your Google account. You’ll get the next warning, saying that Google hasn’t verified this app and you’ll need to click on Advanced to continue despite the warnings. This is similar to the warnings you encounter in Microsoft Excel when enabling macros. Once you proceed and click on Allow, the macro will proceed to run.

Here’s how it looks in action:

Download my loop macro template

If you’ve gone through this post and run into issues or it is too complicated for you, feel free to download my loop macro template. Since it’ll create a copy for your use, you can modify it however you like to suit your needs.


If you like this post on Loop Through Stocks in Google Sheets With a Macro, please give this site a like on Facebook and also be sure to check out some of the many templates that we have available for download. You can also follow me on Twitter and YouTube. Also, please consider buying me a coffee if you find my website helpful and would like to support it.

SP500Returns

How Much Money Would You Have if You Invested in the S&P 500 10, 20, and 30 Years Ago?

Do you ever wonder how much of a return on an investment you would have made if you invested money into a stock or major index? In this post, I’ll show you how you can create a template to calculate those returns in Google Sheets. You can also download the one that I’ve made.

Setting up the inputs

To make a template like this versatile and dynamic, it’s important to create cells for inputs so that the values can easily be updated. One cell should be for the investment amount. Another should be for the index or ticker, and the last option should be for the # of years in the past that you want to look back.

In Google Sheets, if you want to lookup the values for the S&P 500, Nasdaq, or Dow Jones, you’ll need to use the following symbols:

Dow Jones: .DJI

Nasdaq: .IXIC

S&P 500: .INX

There is a period before each symbol. Regular stock symbols, such as GOOG for Alphabet are entered normally without any periods. But for an index, you need to add a period before the symbol. And as you can see from the symbols, they aren’t obvious as the S&P 500 uses INX while for the Nasdaq, it’s IXIC. Rather than entering in these symbols, it may be easier create a lookup list, which you can then use in data validation. For example, I have the list of related values posted in E1:F3

A list of googlefinance symbols and their related index.

I can then use this lookup so that the user selects Dow Jones, Nasdaq, or S&P 500 and then the corresponding symbol will populate:

Spreadsheet with a drop-down option to select the index.

To create a drop-down list in Google Sheets, select a cell and click on Data and press Data Validation. From there, you can either manually enter your options, or you can reference a named range. In my example, I’ve referenced a named range called Index, which holds these values.

Creating a drop-down list in Google Sheets.

Next, there’s the field for the # of years you want to look back. This will be used in calculating the stock or index’s previous value. That is the final input that I will use for this template:

Spreadsheet template to track returns with multiple inputs.

Calculating the return

To calculate the return from the investment, we need today’s value and the value from the past. To get the current value is simple and just requires the following formula:

=GOOGLEFINANCE(symbol,”price”)

In my file, I’ve created a named range called symbol which relates to the .INX value in the above screenshot. When no dates are entered, the formula will pull in the latest value for the symbol.

To get the previous value takes a bit more work. The formula will start off the same but I need to adjust the date so that it factors in the number of years I want to go back. To do this, I will use the DATE function and specify the year, month, and date values. Assuming I want the exact same date and only adjust the year, here is how I would adjust the formula:

=DATE(YEAR(TODAY())-yearsback,MONTH(TODAY()),DAY(TODAY())

In this formula, yearsback is the named range relating to the # of years I want to go back. In my example, it is set to 10. By adjusting the year argument in the date function by the number of years I want to go back, that will adjust the year and nothing else. The TODAY function returns the current date and acts as a starting point. For the last argument in the GOOGLEFINANCE function I set the value to 1, since I only want the value from a single day.

=GOOGLEFINANCE(symbol,”price”,date(year(today())-yearsback,month(today()),day(today())),1)

The only issue here is that this formula returns a table with headers. To extract just the value, I need to wrap it within an INDEX function:

=INDEX(GOOGLEFINANCE(symbol,”price”,date(year(today())-yearsback,month(today()),day(today())),1),2,2)

The formula will now grab the second row and second column, which relates to the value I want. Now that I have my current previous values, I can calculate the return. For this calculation, I only need to take the current value, divide it by the previous value, and subtract 1:

=currentvalue/previousvalue-1

Here again, I’m using named ranges to easily refer to those values and so it’s easy to see what I’m referencing. The result of this formula is a % change.

Lastly, I need to calculate the value of the investment today. This involves taking the original investment and multiplying it by 1 plus the return. This formula uses named ranges once more:

=originalinvestment*(pctreturn+1)

Here’s what my spreadsheet looks like now when I calculate what a $10,000 investment in the S&P 500 would be worth 10 years ago today:

Spreadsheet showing what an investment in the past would be worth today.

You can see both the % return as well as the dollar amount of that investment. With the cells highlighted in yellow and a drop-down option, it makes it easy to see the fields that can be adjusted. If you prefer to use this calculation for just stocks, you can do away with the lookup and instead just enter the ticker symbol directly. If you’d like to download my version of the template, you can access a copy of it here.


If you liked this post on How Much Money Would You Have if You Invested in the S&P 500 10, 20, and 30 Years Ago, please give this site a like on Facebook and also be sure to check out some of the many templates that we have available for download. You can also follow me on Twitter and YouTube. Also, please consider buying me a coffee if you find my website helpful and would like to support it.

GmailtoSheets

How to Get Emails Into Google Sheets

Did you know that you can pull in emails from your Gmail account into Google Sheets? This can be useful if you don’t want to open up Gmail and do a search; you can do it right within Google Sheets. You can extract the body, subject, and other attributes. This can make it easy to scan through your messages and potentially parse out data from the body. Below, I’ll share with you the code to do this and how it works. You can also download the template if you don’t want to create it yourself.

Creating the sheet and setting up the variables

You probably don’t want to pull every email into your Google Sheets file. For that reason, it’s important to set up variables that will allow you to do a search. In my template, I’ve got an area to search by the subject and by label, with the named ranges being keysubject, and keylabel, respectively. This is where the search terms go. And this is similar to how you would search within Gmail, searching by both the subject and the label.

The Google Apps Script code

To attach the code to your Google Sheets file, you’ll need to go the Extension tab and select the option for Apps Script

Selecting the Apps Script option in Google Sheets.

From there, you should see a new tab open that gives you an untitled project where you can enter in code:

Apps Script code in Google Sheets.

The function name can remain as default, the key is to copy the code within the curly brackets, { and }. The code that I use for the function to pull in emails is as follows:

var ss = SpreadsheetApp;

var sht = ss.getActiveSheet();

var lastrow = sht.getLastRow();

var k = 6;

var rng = sht.getRange(k,1,lastrow,4);

rng.clearContent();

var emailstring = 'https://mail.google.com/mail/u/0/#inbox/';

var emaillink;

var keysubject = "subject:(" + sht.getRange("keysubject").getValue().toString()+")";

var keylabel = sht.getRange("keylabel").getValue().toString();

var searchquery = GmailApp.search(keylabel + " " + keysubject);

var allthreads = GmailApp.getMessagesForThreads(searchquery);

var emaildate;

var emailsubject;

for (var i=0; i<allthreads.length; i++) {

  var activethread = allthreads[i];

  for (var j=0; j<activethread.length; j++) {

            emaildate = activethread[j].getDate();

            emailsubject = activethread[j].getSubject();

            emailbody = activethread[j].getPlainBody().substring(0,300);

            emailID = activethread[j].getId();

            sht.getRange(k,1).setValue(emaildate);

            sht.getRange(k,2).setValue(emailsubject);

            emaillink = emailstring + emailID

            sht.getRange(k,3).setValue(emaillink);

            sht.getRange(k,4).setValue(emailbody);

          k +=1

  }

}

There are a couple things to note in the code, should you want to change the layout of your file and where you want the data to go.

At the beginning of the code, there is a variable, k. It determines the starting row for the data. In my code, the value is set to 6 because my headers are in row 5. That means row 6 is the starting point for the data. If you want your headers to be in row 10, for example, you’ll want to set the k value to 11, so that it starts on the following row.

Towards the end of the code, you’ll see where the values are being populated. For example, the date of the email is being populated with the following line:

            sht.getRange(k,1).setValue(emaildate);

The k variable is specified at the beginning of the code. However, you can change the the column number (1) at this line. Do not change the k value here. If you do, then your data will be overwritten in the same row over and over. This is because in this part of the code the function is doing a loop and it will increment the k value. And so if you want to change it, you need to do it when the k variable is first set up — before the loop.

If, however, you want to change the column that the value is going to, this is the correct place to do so. For example, suppose you don’t want the date going into column A, then you can change the column number. For example, if you want to change it to column B, then you would change (k,1) to (k,2).

If there are certain fields that you don’t want to be populating, then you can also just remove those lines entirely.

For the body of the email, you may want to adjust how much of it gets pulled into the file. Too much text can force your column to get spread out. And if there are line breaks, the row can also get expanded. In my code, I’ve set the limit to the first 300 characters. However, you can change that by adjusting the following line of code:

emailbody = activethread[j].getPlainBody().substring(0,300);

One last note before moving on from this section — remember to save any changes before trying to run the macro again. If you don’t save, then the changes won’t be applied when you run the macro.

Adding a button to trigger the macro

The one thing that you may want to do after adding the code is to create a button on your spreadsheet to trigger it. Otherwise, you’ll need to go to the Apps Script tab and click the run button each time, which isn’t practical.

Instead of doing that, select the Insert button on the Google Sheets file and select Drawing. You’ll have a blank canvas where you can create a button. Here, you can select an option to create a shape and enter text within it. You can apply different colors to also make it stand out. One you’re done designing it, click on Save and close and the button will be on your spreadsheet.

Creating a button in Google Sheets.

Once it’s within your spreadsheet, you’ll see that there will be three dots off to the right of the button. This is where you can assign your button to the macro that you’ve created. In my example, my function is called getEmails and that’s what I’ll enter when I’m assigning the button to a script;

Assigning a script to a button.

If you’ve used a different function name, you will need to enter it above, and then click OK. Don’t enter the parentheses, (), which come after the function in Apps Script. Once you’ve assigned the script to the button, you can now click on the button and run the function.

This will only run on the email account you’re logged in on

If you’re like me and you have multiple Gmail accounts, the one thing you need to know is that this will macro will run on the account you’re logged in on; it won’t be able to toggle between different accounts for you.

Download the file

You can set up this file yourself but if you prefer to just use the version I’ve created, you can download a copy of my template here.


If you liked this post on How to Get Emails Into Google Sheets, please give this site a like on Facebook and also be sure to check out some of the many templates that we have available for download. You can also follow me on Twitter and YouTube. Also, please consider buying me a coffee if you find my website helpful and would like to support it.

DuplicateValuesGoogleSheets

How to Find Duplicates and Unique Values in Google Sheets

Duplicate and unique values can be difficult to find in a large data set. In this post, I’ll show you how you can find and highlight duplicate values, as well as how to extract unique values, in Google Sheets. In this example, I’m going to use a list that shows historical World Cup results, including the winners of past years.

List of past World Cup results.

Highlighting and finding duplicate values

There is a built-in function in Google Sheets that allows you to filter out unique values. Under the Data menu, there is a section for Data cleanup where you can select the option to Remove duplicates.

Removing duplicate values in Google Sheets.

However, by doing this, you will actually remove duplicates. And if you don’t want to remove data, this could lead to unintended results. If you simply want to find and highlight duplicate values, you’re better off using conditional formatting.

In this data set, I’m going to highlight the duplicate values in the champion field to identify repeat winners. To do this, I can create a conditional formatting rule in Google Sheets to apply formatting when criteria is met. My criteria will be to look at whether a value shows up more than once within a list. The formula utilizes the COUNTIF function:

=COUNTIF(B:B,B1)>1

This formula needs to be added when creating a conditional formatting rule. To set that up, I’ll select the entire column and under that Format menu, click on the option for Conditional formatting. In that section, there will be an option to Add another rule. And under the drop down for Format cells if…, I select the option that says Custom formula is. And in that box, I’ll enter in the above formula:

Creating a conditional formatting rule in Google Sheets.

I’ll leave the default highlighting options, and now it will highlight all the values that show up more than once in column B:

Table with conditional formatting rules applied.

As you can see, there are many repeat winners in this list. If I only wanted to see the winners that only won once, then I would adjust the formula so that it looks for a value of equal to one, as opposed to more than one.

=COUNTIF(B:B,B1)=1

By altering the formula, it will highlight only the values that show up once:

Conditional formatting showing only values that show up once.

You could also go further and make even more specific conditional rules, such as highlighting countries that have won two or more times. Through conditional formatting, you can make your highlight rules as specific as you need them to be.

Extracting and counting unique values

If instead of getting the duplicates you wanted to just get a list of unique values, that’s an even easier process in Google Sheets. Using the UNIQUE function, all you need to do is select your range, and Google Sheets will give you a list of the unique values:

=UNIQUE(B2:B22)

This formula results in the following list:

Using the Unique function in Google Sheets to extract a list of unique values.

There have only been eight countries that have won the World Cup heading into 2022. But suppose you only wanted to count the number of unique winners. For this, you can use the COUNTUNIQUE function, which takes the same range as the argument:

=COUNTUNIQUE(B2:B22)

The above formula returns a value of 8, which is the same if I were to count the number of values from the Unique formula. There’s also the COUNTUNIQUEIFS function that you can deploy which allows you to also apply an IF statement to the CountUnique function. Suppose I wanted to count the number of unique winners after 1980, that formula would be as follows:

=COUNTUNIQUEIFS(B2:B22,A2:A22,">1980")

Column A contains the year and this returns a value of 6, excluding the two countries that only won prior to 1980: England and Uruguay. Using this function, you can apply multiple criteria if you need to.


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WaterfallChart

How to Make a Waterfall Chart in Google Sheets

Waterfall charts are an effective way to display data visually. They are particularly useful if you’re analyzing an income statement and want to see which parts accounted for the bulk of the change in profitability from one period to the next. In this example, I’m going to use Amazon’s first-quarter earnings of 2022, which saw the company’s bottom line fall into the red for the first time since 2015. Using a waterfall chart, we can quickly analyze what were the big drivers behind the drop in profitability — and the results may surprise you.

Step 1: Preparing the data for a waterfall chart

In a waterfall chart, you want to calculate the change in values. To start with, I’ve entered all the main income statement line items from Amazon’s Q1 earnings for 2022 and 2021, side by side:

Amazon's earnings for Q1 2022 and Q1 2021.

I’ve grouped some expenses together for the sake of not having too many items. With waterfall charts, there are a couple of dangers. The first is that your descriptions run too long and it’s hard to display the line items. The second is that you have too many items and your chart needs to become excessively wide to accommodate all the changes.

One thing you’ll notice here is that at the bottom I have the net income (loss) line. This is a summation of the above items to ensure that it correctly ties out to the profit or loss that the company reported. This is an important step to make sure that you’ve entered your data correctly. Expenses should be negative (outflows) while income should be positive (inflows).

The next step is to now calculate the difference between the two periods, which can be done in a change column that takes the current value and subtracts from it the prior period’s value:

Amazon's change in quarterly net income from Q1 2021 to Q1 2022.

At the bottom, I’ve summed up all the changes. These figures are in millions, and so this is a significant $11.951 billion change in net income from a profit of $8.1 billion in the prior-year period to a loss of $3.8 billion.

Now that the data looks correct, the next step is to plot these values on a waterfall chart.

Step 2: Plotting the waterfall chart

To create the chart, I’ll select the data in the change column along with the related headers. From there I can either click on the image of a chart in the menu bar or I can go to the Insert menu and select Chart. If it doesn’t detect which chart I want to use, then I can select the image of waterfall chart from the Chart type drop-down option in the Setup tab:

Selecting a waterfall chart in Google Sheets.

Now it will show this:

Waterfall chart in Google Sheets.

The chart looks correct, however there are multiple changes we can make to help this look better.

Step 3: Modifying the waterfall chart

To start with, I’m going to modify the colors. While red makes sense for negatives, I’m going to change the blue to green, to better reflect a positive inflow of cash. This can be done by double-clicking on the chart and in the Chart Editor, going to the Series section, and scrolling to the Positive label. There, I can change the fill color:

Changing the fill color of a waterfall chart in Google Sheets.

This also gives me the option to change the line color and transparency using the opacity percentages. At this point, I’ll remove the legend since the green and red values are sufficient to tell you whether it was a positive or negative change.

The next thing I’ll change is the grey subtotal bar at the end. Ideally, you would have a starting and ending point on the chart to better show where one period started and where the other ended. But by default, the subtotal just adds up the sum of the change. To adjust this, I’m going to add a row to my table above Net Sales, called Q1 2021 Net Income. In the change column, I will simply put the amount, no change. This is what my updated table looks like:

Amazon's change in quarterly net income from Q1 2021 to Q1 2022, starting with the prior-period net income.

If the chart doesn’t automatically update, you may need to update the range. This can be done by double-clicking on the chart and in the Setup section, modifying the range for the Series and/or the X-axis. But the bar charts for the totals still need adjusting. The first one shows green. To fix this, I’ll double-click on the chart to edit it and under the Series section, select the box to Use first value as a subtotal. Now the first bar chart will turn grey.

Changing the subtotals in a Google Sheets chart.

In the same section, I’ll also uncheck the box that says Add subtotal after last value in series. That will remove the last bar chart. Then, I’ll click on the option to Add new subtotal. Select to add it after the last item. By doing this, I can now specify the name of that total, as opposed to just showing ‘Subtotal.’ In this space, I’ll enter Q1 2022 Net Loss.

The only thing left now is to adjust the chart and stretch it out sufficiently so that the labels display horizontally. And I’ll also add a title — this can be done in the Customize section and under the Chart & Axis Titles area. Here is my completed waterfall chart in Google Sheets:

Now, from looking at this, you can see that Amazon was still at a profit until it reached the other income and expenses line. This would still require additional digging to see the reason for the loss, but it would point us in the right direction. And Amazon’s breakdown of these other expense items tells us that it incured a $7.6 billion loss on its investment in Rivian Automotive — the key reason its net profit from a year ago turned into a loss. While other expenses increased, they alone weren’t enough to pull the company into a net loss position.


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H2Echeckboxes

How to Use Checkboxes in Google Sheets

Did you know that you can easily add checkboxes to Google Sheets? In this post, I’ll show you how you can do that. Plus, I’ll share a google sheets script that can automatically update other cells when you tick and untick checkboxes in Google Sheets.

Adding checkboxes to Google Sheets

In Google Sheets, all you need to to do add a checkbox to your sheet is to go to the Insert tab and click on the Checkbox button:

Adding a checkbox in Google Sheets.

Clicking the button will add a checkbox to the active cell. By default it is unchecked, and selecting the cell will show a value of FALSE in the formula bar. When the checkbox is ticked, then the value changes to TRUE.

Using checkboxes to trigger other calculations

Ticking a checkbox or unticking it doesn’t on its own accomplish anything. However, it could trigger another calculation, with the value being used in a formula. For example, suppose you have a checkbox in cell A1. You could create another formula that looks at if the value is TRUE or FALSE (checked vs unchecked):

=if(A1=TRUE,1,0)

In the above formula, if the checkbox is selected, the formula will return a value of 1. Otherwise, it will be 0. This formula could be modified to do a summation or other something more complex.

Using Google Scripts with checkboxes

Another way you can use checkboxes is with a script that runs when they are checked. Suppose for example you had an inventory sheet and wanted to check off when an item was shipped or received. Clicking the checkbox could populate the date when you checked off the box. With a formula, you wouldn’t have that capability since it would always recalculate. But with a script, it could lock in that value every time the checkbox is ticked or unticked.

To create a script in Google Sheets, you need to go to the Extensions menu and select App Script. The following script will look for changes in the 2nd column (Column B) and if a value is set to TRUE, it will populate the date in the 1st column (Column A). If it’s set to FALSE, then it will clear the value in column A:

function onEdit(e) {
  let range=e.range;
  let activeRow = range.getRow();
  let activeColumn = range.getColumn();
  let cellValue = range.getValue();
  let sheet = SpreadsheetApp.getActiveSheet();


    if (activeColumn == 2) {
      if (cellValue == false) {
          sheet.getRange(activeRow,1).clearContent();
      } else {
          sheet.getRange(activeRow,1).setValue(new Date());
      }
    }
}

Copy that code in its entirety as a new function in the app script. Then, click on the Save button. Now you can go into the spreadsheet and try it out. If you want to change any of the columns, you can change either the active column from B (replace the number 2 in the code above) or where the date value gets populated (see the lines of code that reference activeRow,1, which corresponds to the first column, column A).


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H2ESP500

Here’s How the S&P 500 Has Historically Performed After a Bad January

The stock market is off to a rough start to 2022, with the S&P 500 falling more than 5% in just one month. Using a spreadsheet, we can analyze historical trends and patterns to identify what normally happens after such bad starts. Below, I’ll use data from Google Sheets to pull in historical values and analyze how the index has performed afterward and whether this year is doomed to be a bad year, or if a recovery is likely and if now is a good time to invest in stocks.

Start with downloading the historical data

The first step is to get the S&P 500’s historical values in Google Sheets. This can be done using the GOOGLEFINANCE function. Using the .INX symbol, I can calculate the S&P 500 values going back to the 70s. Here’s a matrix showing the returns over the past 50 years, after applying some conditional formatting to the values:

Historical S&P 500 values in Google Sheets.

Filtering the data

To zero on in just the largest January declines, I can use the Filter by condition option to specify January values where the percent change is less than negative 5%:

Filtering data in Google Sheets.

That leaves me with the years when the S&P 500 dropped by 5% or more in the first month:

Now that I have a list of the years I’m looking to analyze, I can start creating some charts.

Using charts to summarize the performances

The first visual I’m going to create will look at how the index has performed after January, after those bad starts. To do that, I need to take the year-end values and divide them by the values at the end of January. This tells me how much the index rose or declined in the remaining months. And when grouping those variances, this is what the data shows:

S&P 500 returns after January in years where it declined by more than 5% in the first month.

Of the 7 previous times when the S&P 500 dropped 5% in January, 3 times it would continue to drop in the following months and finish even lower. Only two times would the index rise by more than 10%. I can also average the results, comparing the down years versus the overall average:

Average S&P 500 returns versus those returns in down years.

This tells me that in a year where the S&P 500 typically tanks in the first month, the overall returns from the index are likely to be negative. However, to add a bit more context to this, I’ll look at the individual returns by year and compare them against the 50-year average, which is summarized in this table:

Table showing the S&P 500 returns in years after a bad January versus the overall 50-year average.

By keeping the average column constant, it creates a straight line for the chart and makes it easy to visualize the individual years’ returns and how they compare against it:

S&P 500 annual returns in years where the index dropped by 5% in January versus the 50-year average.

A few of the things that stand out from the data is that in three of the years (2000, 2008, 2009), the markets were either in the midst of a significant crash or recovering from it. It helps put into context some of these returns, suggesting that the other years might indicate more typical returns in a non-crash year. And if that’s the case, investors may expect fairly modest returns this year, possibly negative ones overall. Although it isn’t a large data set, it certainly suggests that the stock market may be facing a down year in 2022.

You can check my calculations in the Google Sheets file I used to create this data.


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