TrendingStocks

Get Trending Stocks Into Excel Using Power Query

by freefree templateinvestingpower querystockstemplate

In the fast-paced world of investing, identifying trending stocks in Excel can provide a valuable edge for investors seeking profitable opportunities. Fortunately, with the power of Excel’s Power Query and the ability to connect to a website’s API, accessing real-time data and uncovering trending stocks has become more accessible than ever. In this article, I will go through the process of using Power Query to connect to a website’s API and importing in trending stock information.

Why should investors try to identify trending stocks?

As an investor, it is crucial to identify trending and popular stocks for several reasons:

  1. Profit Potential: Trending and popular stocks often have significant profit potential. When a stock is gaining popularity, it usually attracts more investors, leading to increased demand and potentially driving up the stock price. By identifying these stocks early, you can position yourself to benefit from the price appreciation and generate higher returns on your investment.
  2. Liquidity: Popular stocks tend to have higher liquidity, meaning there is a larger pool of buyers and sellers in the market. This liquidity allows you to enter and exit positions more easily, ensuring that you can buy or sell shares without significantly impacting the stock’s price. Investing in liquid stocks provides flexibility and reduces the risk of being unable to execute trades at desired prices.
  3. Market Validation: The popularity of a stock often reflects positive market sentiment and investor confidence. When a company is trending and gaining attention, it may indicate that the market believes in its growth prospects and overall performance. By identifying such stocks, you can align your investment choices with market sentiment and increase the likelihood of investing in companies with strong fundamentals and future growth potential.
  4. Information Availability: Popular stocks generally attract more media coverage, research reports, and analyst attention. This increased coverage provides you with a wealth of information and analysis to make more informed investment decisions. You can leverage these resources to understand the company’s financial health, competitive position, industry trends, and other relevant factors that can impact the stock’s performance.

How to get trending stocks in Excel

To get trending stock data into Excel, you should start with finding a good source that you can rely on for trending data. For this example, I’m going to use apewidsom.io, which provides free access to its API using the following url: https://apewisdom.io/api/. Here’s how I’m going to use that to pull in trending data:

Extract the data using Power Query. To get started, I’ll select the Data tab in Excel and click on the From Web option.

    Select the From Web option in Get & Transform Data to set up Power Query so that it connects to a certain web page.

    Next, there will be a field to enter the URL, this is where I will paste the link that the API references: 

    https://apewisdom.io/api/v1.0/filter/all-stocks/page/4

    Entering a URL in the From Web field for creating a Power Query connection.

    After clicking OK, Power Query will launch. When the screen opens up, the following table appears. I click on List to open up another table.

    Power Query results stored in a list.

    After clicking that, there’s another list of records.

    A list of records in Power Query.

    Here, I’ll select the option to convert to table and leave the default settings and click OK. Then, there is another list of records. Clicking on the button with the arrows going in opposite directions will expand them:

    Expanding a list of records in Power Query.

    After expanding out those records, the table will now looks like a list of stocks and metrics relating to mentions, upvotes, and overall rank popularity:

    Power Query table showing a stock's populating by mentions and upvotes.

    Now that this has been setup, I will convert this into a Power Query function. To do that, I’ll click on the Advanced Editor button:

    Selecting the advanced editor option in Power Query.

    In the editor, I will add a line at the top to specify the name of the function. And at the bottom, I will add a line to circle back to it. Lastly, I’ll add a variable for the URL as well, and put that where the link used to be:

    Power Query code for a custom function.

    Next, with the custom function created, I’m going to go back into Excel and create a list of all the URLs I want to use this function on. In this situation, I’m going to adjust the page number at the end of the URL so that I have pages 1 through 5:

    A table of URLs.

    I’ll load this table, called URLtable, into Power Query using the From Table/Range button when selecting data. Next, I’ll select the Add Column tab and select Invoke Custom Function:

    Selecting the option to Invoke a Custom Function.

    Then, I reference the query as well as the URL variable that is to be used:

    Selecting which custom function to invoke.

    Then, there will be a field with the results, in table format. Again, this needs to be expanded out:

    A list of results in Power Query after invoking the custom function.

    That will leave a list of stocks starting from page 1 all the way through page 5. You can remove the URL field, which is no longer needed:

    A Power Query table showing the list of popular stocks.

    If you don’t want to follow through all those steps yourself, you can download the template I’ve created here.

    If you liked this post on Get Trending Stocks Into Excel Using Power Query, 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.

    ProjectTracker

    Free Project Tracker Template in Excel

    by freetemplate

    If you do work on a lot of different projects, this is a template that can make your life a lot easier. It’s one that I use regularly that helps me accurately track my time. It will allow you to set up a list of different projects, and just by using a couple of buttons, you can specify when you started and stopped working on them. Whether you want to ensure you’re billing your time effectively or you just want to better manage your time and review your productivity, this template will help you do that.

    How the template works

    This template has two tabs: Summary and Data. You’ll first need to add your projects in the Summary tab. This will populate your drop-down list for the project field when entering data. Once you’ve updated the project list, you can go to the Data tab and start entering in data.

    Entering data in the project tracker template.

    You select the project, and for the details, enter a description for your task. Then, click on the green Start button. That will create a timestamp. I suggest saving the file at this point just to make sure that in the event Excel or your computer crashes, you don’t lose the timestamp. And then, when you’re done working on the task, click on the red End button. That will create another timestamp, and then it will add it to the table below. Since the file uses timestamps, you don’t need to keep it open as you work on your task.

    Project tracker template showing entries of tasks that have been done.

    As you add entries, this table will expand. You will have the details by day, summarized by week, and it will also show you the hours spent on the task. On the Summary tab, you’ll have a pivot table that when you refresh it, will give you a summary of the time you spent both by project and by week:

    Pivot table showing time spent by project per week.

    Download the file

    The project tracker template is completely free to use. Feel free to contact me if you have any comments, suggestions, or feedback on the file.

    If you liked this Project Tracker Template, 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 us on Twitter and YouTube.

    MortgagePaymentSchedule

    Mortgage Payment Calculator Template

    by freetemplate

    Are you planning to buy a home? With this mortgage payment calculator template, you can do different what-if scenarios to see what your monthly payment will be. You can adjust interest rates, home prices, and downpayment amounts. The template will do a sensitivity analysis for you based on those variables.

    How the mortgage payment calculator template works

    There are eight cells that are highlighted in yellow on the template. These are all the values that you can change.

    Inputs for the mortgage payment calcultor

    You can specify the house price you want to start from, and the increments you want to jump by. The same fields exist for interest rate. You can also specify the term of the mortgage and your downpayment amount. There’s a space for rental income as well, in the event you plan to rent out part of your home. And lastly, there’s a monthly budget. By entering in this, the template will calculate what your maximum house price will be. This shows up in the cell that is highlighted in grey.

    Once the inputs are filled in, you’ll see a range of values below. This shows you the different monthly payments at different house prices and interest rates. The beginning interest rate which you entered shows up in the middle. That way, you can see what the impact will be if interest rates are both higher or lower. If you want to see larger jumps in the house prices or interest rates, simply adjust those variables.

    Conditional formatting is also used here to show you where the lowest values are (green) versus the higher ones (red).

    Schedule of monthly mortgage payments with conditional formatting applied to show high versus low values.

    Downloading the template

    This template is entirely free to use. You can download it from here.

    You may also be interested in the web-based mortgage payment calculator that’s available on this site. That too, will show you what your monthly mortgage payment will be as interest rates change.

    If you liked this Mortgage Payment Calculator Template, 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 us on Twitter and YouTube.

    StockTradingTemplate

    Free Stock Trading and Tracking Template in Excel

    by investingstockstemplate

    ***UPDATE: There is a newer version of this template available here****

    For a limited time, I have a free stock trading template that is available for you to download in Excel. If you buy and sell stocks often, this is a template that will help you easily enter in your trades and track your performance.

    How to use the template

    There are three main buttons on this template that you will need to use, all of which are located within the ribbon, under the Trading Journal group:

    Ribbon buttons on the stock trading template.

    The Enter Transaction button will allow you to post and trades you make. Clicking on it will show the following pop up:

    Dialog box allowing a user to enter a transaction.

    At the very top there is a Date Picker button which will allow you to select the date of the transaction, rather than manually entering it. Here is an overview of the other fields;

    • Ticker: this is simply the name of the stock you are buying.
    • Action: indicate whether you are buying, selling, or adding to an existing position.
    • Strategy: select your strategy for this transaction. If you want to add or remove available strategies, click on the Update Strategies button.
    • Shares this is the number of shares you are buying or selling.
    • Price: this is the price per share for the transaction.
    • Fees: the amount of any fees you have incurred on the transaction.

    Once all this is entered, click on the button to Post Transaction and the details of the transaction will be posted to the Log sheet and an entry will be opened up on the Transactions tab. The Transactions tab will show you a summary of your positions, including any profits and losses, and whether they are open or closed.

    There is a Settings tab where you can manually adjust strategies. You can also specify different holding categories should you want to track that (e.g. what constitutes a short, medium, or long holding period).

    Once you’ve entered some transactions, you can head over to the Summary tab which will give you a visual breakdown of your investments. To be sure the data is updated correctly, click on the Refresh button in the ribbon button (not the default refresh option in Excel).

    Stock template showing a summary of performance.

    You can use slicers in the report to filter by different dates, strategies, and holding periods.

    You can download the Stock Trading Template here.

    If you like this Stock Trading and Tracking Template, 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 us on Twitter and YouTube.

    H2EWCTemplate

    Free World Cup 2022 Prediction Template and Schedule

    by with No Comment freefree templatetemplate

    The World Cup is starting next month and I have a free template for you to use whether you want to track the matches or make predictions with a group of friends. The entire schedule is downloaded within the file, and you can enter the the scores — both actuals and predictions.

    How the template works

    There are four tabs on the template:

    Actuals: This sheet name needs to remain intact as when comparing your predictions, this is the source data that the prediction results will compare against.

    Prediction.Blank: This is a blank sheet that is the same as the actuals that you can use for making predictions.

    Prediction.Results: This is where you should post your final prediction results. Column A (name) is for the name of the person whose predictions they are. In columns B:D, you just need to copy those fields from the Predction.Blank page for any predictions you or someone else makes. It’s important the values are in the correct fields for everything to be recorded correctly. Also, make sure to paste them as values to ensure the formulas aren’t being copied over.

    I’ve also added a section below the main prediction table that shows the teams you predicted to advance to each elimination stage:

    Predictions based on group stage.

    This should also be copied over to the Prediction.Results tab. The stage should go in column B and the team will go in column C. I’ve left an example of how the Prediction.Results tab should be filled in within the template so that you can follow along. The table will automatically calculate and compare against the actuals.

    Scoring.Rules: Here you can set up how points are allocated if the score, result, and total number of goals are correct. You can also specify if the teams need to be correct (applicable for knockout rounds) and how many points to assign if you’ve got the right team in the right elimination stage.

    The basic idea is that you can make a copy of either the Actuals or Prediction.Blank sheet and give to someone to fill in. Once you get back their predictions, you can paste them into the Prediction.Results table. Then, once the tournament begins, you populate the Actuals. After that, it’s just a matter of updating the pivot table on the Prediction.Results page to see who has the most points.

    Enter scores in the 0:0 format

    One important item to note is that when entering scores, there should be a number followed by a colon, then by another number. There should be no spaces any no different characters, otherwise you will get an error and the value won’t be read properly.

    In the case of shootouts and extra time, there is no extra field to enter these values in. For the purpose of minimizing the complexity of formulas, only one column is used for scores. The workaround for this is if a team wins in extra time or a penalty shootout, simply add 1 to their score so that instead of entering it as 1:1 (5:4) it would just be 2:1.

    Tables will update automatically

    The benefit of using the template is that the tables will automatically update based on your selections. This will help you in determining which teams play one another in the knockout rounds.

    World cup group table results.

    The template does factor in tiebreakers but in the event that a rare situation comes up where the tiebreaker doesn’t calculate correctly (e.g. it comes down to fair play points) then you have the option to override the values.

    Next to the tables, there is another table for overrides:

    World cup template override table.

    In this example, I have overridden the results so that these will be the standings for Group B regardless of what the spreadsheet has calculated. You don’t need to list every team in a group and only need to list the teams that are tied. You also don’t need to specify the group letter.

    Adjust the times for your time zone

    Another feature that I’ve added here is to adjust the game times for your particular time zone. On the left-hand side you can specify how many hours you need to adjust for GMT. Remember that the value here will need to factor in for any daylight savings that may be in effect for your location (Qatar doesn’t adjust its time).

    For example, in my region, my GMT adjustment is -7 but after factoring in for daylight savings in November, it becomes -8. So please remember to adjust for any daylight savings adjustment that might happen between now and the start of the tournament. For GMT -8, the local time would adjust by 11 hours (Qatar is +3), and so a match starting at 7pm local time would be playing at 8am in my time zone.

    World Cup games show in local time.

    Highlight teams with a Watchlist

    You can also highlight teams you want to track on the schedule by adding them to a Watchlist next to the schedule. For example, suppose I want to follow any games involving Canada and the USA:

    World cup schedule shown with matches highlighted.

    Any values that are entered under the Watchlist will highlight corresponding matches on the schedule. For this to work, you need to enter the team names the same way that they are spelled out on the match schedule.

    Download

    This template is available free of charge, and you can download it here. It is locked to ensure that the formulas remain intact and nothing gets accidentally erased or overwritten.

    If you like the Free World Cup 2022 Prediction Template, 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 us on Twitter and YouTube.

    Berkshire13f

    Free Excel Template to Track Berkshire Hathaway’s Portfolio

    by with No Comment freefree templateinvestingstockstemplate

    Warren Buffett fans like to track the billionaire investor’s moves, and a good way to do that is through Berkshire Hathaway’s 13f filings. His company reports its holdings every quarter, showing where there were changes in its positions. By looking at multiple filings, investors can track the changes from one period to another. With this free template, you can do that quickly and easily all on your own. All you have to do is specify the specific filings that you want to compare to one another.

    How the template works

    This template uses PowerQuery to grab the data from the 13f filings. It will then compare the two to find the changes in share count.

    There are only two inputs you need for the template, both are on the Current.Holdings tab. You’ll need to paste the URL for the current 13f filing and the previous one (or whichever filings you want to compare against one another). It can sometimes be a bit tricky to get exactly what you’re after. Here’s how you can find the 13f filings for Berkshire Hathaway to use in this template:

    1. Click on the following link, which has company’s filings on the SEC website: https://www.sec.gov/edgar/browse/?CIK=1067983 (this link is included within the template).
    2. Click on the View filings button on the page.
    3. Do a search for 13f so that you can see just the 13f filings on that page:
    Berkshire Hathaway's 13f filings on the SEC website.

    4. Find the reporting period you want and click on the Filing button — don’t click on the actual description next to it.

    5. When you open up the link, you should see multiple files you can open. Select the information table that is in html format:

    Selecting the information table in HTML format from the SEC website.

    When you open the file, you should see the holdings in a table format:

    13f filing for Berkshire Hathaway.

    If this is what you see, then the link you’ve downloaded will work. Note, on older 13f filings (e.g. 2013 and older), the format is in a text file and they won’t work with this template.

    6. Copy the link and enter it into one of the fields on this template, either for the new filing or the old one.

    Entries for the old and new 13f filings.

    7. Once you’ve filled in both the new and old links, then go to the Data tab in Excel and click on Refresh All. This will update the queries that the template relies on, and calculate the changes.

    Now the different sheets will update:

    • Current.Holdings: this will show you the current holdings as per the New13f file
    • Change.In.Holdings: this will show you the change between the two filings. The change will be reflected in total shares and as a % of change in shares.
    • Old.Holdings: this will show the number of shares held per the Old13f file.
    Summary of Berkshire Hathaway's holdings per their latest 13f filing.

    Download the template

    This template is completely free to use and you can download the Berkshire Hathaway 13f Template here.

    If you like the Berkshire Hathaway 13f Template, 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 us on Twitter and YouTube.

    SubscriptionTemplate

    Manage Your Subscriptions With This Free Template

    by with No Comment freetemplatevbafree

    Nowadays, everything is available on a subscription. Even BMW now offers heated seats on a recurring subscription. It can be a challenge to keep on track of all your subscriptions, including when they renew and when trials end. However, I have a free template just for these purposes. With my free template, you can stay on top of your subscriptions and see just how much you are spending on them on a monthly and annual basis.

    How the subscription manager template works

    This template has no macros and is designed to be easy to update and track. Here’s how it looks:

    There are multiple charts to show you the annualized cost of your subscriptions and the monthly cost (which is shown by category). This can be effective for budgeting purposes to know how much all of these subscriptions are costing you.

    To add a subscription, simply add it to the bottom of the table. You can enter a category name, a frequency, amount, as well as subscription and renewal dates. The columns that have headers highlighted in grey don’t need to be updated as there are formulas there. This is where the amounts for the monthly and annual costs get calculated. Whether your subscription is paid monthly or annually, these columns will work out the calculation to determine what it costs you both on an monthly and annual basis. That way, you don’t need to worry about grouping monthly and annual subscriptions separately.

    There’s also another column called Days to Action — this will calculate the days between today’s date and the renewal date. It will highlight in yellow when you are within 30 days of the renewal date, and it will turn red when you’re within two weeks of it. The point here is to give you a warning that a renewal is coming up (or a trial is ending). This can help you prevent forgetting about it and incurring a surprise fee. If you don’t care to track this, you can just leave the renewal date blank.

    Updating the data in the template

    When you enter a new line for a subscription or want to make modifications to one, the charts won’t automatically update as there are no macros within the file. In order to trigger an update, go to the Data tab and click on the Refresh All button. Upon doing so, your charts will be updated.

    If you want to remove a subscription, simply right-click on the row and delete it. If you’re within the table, then while you’re on the row, right-click and select Delete. You’ll see an option to remove Table Rows. Either method will work fine.

    Download the subscription manager template

    The subscription manager template is available here

    If you like the Subscription Manager Template, 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 us on Twitter and YouTube.

    InflationCalculator

    How to Create an Inflation Calculator in Excel

    by with No Comment indexmatchtemplate

    Want to know how much something was worth decades ago? Or how much something costs in today’s dollars? Using inflation data, you can estimate that. And in this post, I’ll show you how you can create your own inflation calculator template in Excel. I’ll also provide you with my free template.

    Getting the data

    You can get inflation data going back to 1913 from the U.S. bureau of Labor Statistics. There’s an xlsx file there that I’m going use that will be the source for my calculations.

    Once in Excel, you’ll see the data is neatly formatted by both year and month:

    Inflation data going back to 1913.

    This data will get updated so over time you may want to get the latest figures so that your calculations are as accurate as they can be. The data has 1st half and 2nd half numbers but one thing I will do is also add the 12-month average. I’ll add a new column so that it just averages the values. In most cases, you’re probably just going to want to compare data from one year to another.

    Next, I’ll convert the data into a table. To do this, click anywhere on the data set and under the Insert tab, click on the Table button. Excel should auto-detect the range but if it doesn’t, you can adjust it. In my template, I’ve named this table tblInflation. It includes the average, which will auto-update as new data is included.

    Setting up the calculations

    The next step involves creating the inputs, doing the lookups, and then calculating the value. There are three inputs I’ll set up: the base value, base year, and the calculation year. The base year and value will act as the starting points and will convert to a calculated value based on what the calculation year is.

    To determine the impact of inflation, I’ll use the base and calculation years to find their respective index values. To do that, I’m going to use a formula that includes INDEX & MATCH. Here’s what it looks like for the base year:

    =INDEX(tblInflation[Average],MATCH(BaseYear,tblInflation[Year],0),1)

    In the table, I’m extracting the value from the Average column and I will be matching the BaseYear (the named range for my input) against the values in the Year column. I’ll use a similar formula to extract the index value for the calculation year. I’ve put these index values next to my inputs but will hide them later:

    In 1913, the index average was 9.9 and for 2022 it was around 286.8 (based on the data that’s available thus far). If I take the index value from the calculation year and divide it by the index value from the base year, that tells me the prices are approximately 29 times what they were back then. That comes out to a percentage change of 2,797%. This leads me to the next part of the equation: determining the new price, or as I’ve referred to it in my template, the ‘Calculated Value.’ The formula for this output is as follows:

    =CalculationIndex/BaseIndex*BaseValue

    In the case of the above inputs, it’s doing the following calculation:

    =9.88/286.75*100

    This gives me a value of $2,901.40. That means something that was worth $100 in 1913 would be worth $2,901.40 in 2022. I can also do the reverse calculation. I can work backward and answer the question of how much would something in today’s dollars be worth back then. To do that, I would enter the following inputs:

    The calculated value is the $100 that I started with in the previous calculation.

    My templates is complete and all that’s left at this point is just to add a header and modify some formatting:

    Inflation calculator template.

    You can download the inflation calculator template here.

    If you liked this post on How to Create an Inflation Calculator in Excel, 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 us on Twitter and YouTube.

    H2ESecReport

    How to Convert a Table From an SEC Report Into Excel

    by with No Comment formattingfunctionsiferrorinvestingparsestockssubstitutetemplate

    If you want to download a company’s financial statements or data, the easiest place is often straight from the source: the Securities & Exchange Commission (SEC). You can download financials in Excel format if there is an interactive option within the SEC filing, but that won’t give you all the tables contained in an earnings report. In this example, I’m going to use Adobe’s most recent earnings report to show you how to get a table into Excel

    Downloading the data

    Adobe’s earnings report is found here, with the following financials on page 4:

    Adobe's income statement for the quarter ending March 4.

    Copying it into Excel

    Copy the table and then go to paste it data into Excel. But when you right-click in Excel, make sure to select the option to paste it so it matches the formatting on the sheet, as shown below:

    Paste with a format matching the spreadsheet.

    Now, the data pastes without any of the colors and formatting onto my Input sheet:

    Adobe's earnings report downloaded into Excel.

    If when you paste it doesn’t show up like this and it looks like just a few lines, re-try copying the data. It may help not to include the header that says “three months ended” and simply start copying from the first line item (“revenue” in the above example”) to ensure that Excel picks it up as a table.

    Formatting the data

    It looks pretty good except that I have many extra columns. And numbers that have dollar signs have been pushed out by one column. What I will do here is create a template in a separate sheet that will automatically pull in what is needed. The new tab, called Output, will be where I create my formulas. My assumption is that the spacing will be consistent and that the current period values are in columns D and E, and the ones from the prior-year period are in columns J and K.

    Starting in cell A1, I’ll create a simple formula that checks if the same value on the other sheet is blank. If it isn’t, then it will pull in the value, otherwise, it will remain blank:

    =IF(Input!A1="","",Input!A1)

    I will do the same thing for column B, except this time I am looking at values from the Input tab in column D. And I will need to adjust for if there is a $ sign. If there is, I need to pull the value from column E instead. Here’s what that formula looks like:

    =IF(Input!D1="","",IF(Input!D1="$",Input!E1,Input!D1))

    That gets me a bit closer to where I want to get to:

    Financial figures pulled into a separate tab with formatting applied.

    There are still a couple of issues. The first is that on row 30, there is a symbol that isn’t a dash that I need to remove. This is character code #151. And there’s also a trailing blank space behind the numbers that needs to be removed. This isn’t your ordinary blank space and it is character code #160. I need a couple of SUBSTITUTE functions to remove those character codes:

    =IF(Input!D1="","",SUBSTITUTE(SUBSTITUTE(IF(Input!D1="$",Input!E1,Input!D1),CHAR(160),""),CHAR(151),0))

    For character 151, I want to replace this with a 0 value since that’s what the symbol is in place of. Next, I need to convert these values to numbers. I can do this by multiplying them by a factor of 1. I’m going to use the IFERROR function as well so that in case it’s text, it will return the original value in column D. Here’s my completed formula:

    =IF(Input!D1="","",IFERROR(1*SUBSTITUTE(SUBSTITUTE(IF(Input!D1="$",Input!E1,Input!D1),CHAR(160),""),CHAR(151),0),Input!D1))

    Now, I can repeat this formula in the adjacent column. Except this time instead of referencing D and E, I’ll refer to columns J and K. Now, my output tab looks as follows, after applying some formatting to it:

    Financial statement formatted in Excel.

    This can be re-used over for other tables in an SEC report, as they generally follow the same pattern. For example, this is Adobe’s table showing sales by segment:

    Adobe's sales broken out by segment.

    By dropping this into my Input tab, this is what my Output now shows:

    Output tab in Excel showing Adobe's segmented financial information.

    All that I needed to do was to copy the formulas and just adjust the columns they referenced on the Input tab. If you’d like to use the file I’ve created for your own use, you can download it for free, from here.

    If you liked this post on How to Convert a Table From an SEC Report Into Excel, 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 us on Twitter and YouTube.

    H2EOrganizeTabs

    Free Add-In to Organize Your Tabs

    by with No Comment add-instemplate

    Do you have a spreadsheet that has more than 10 tabs? If so, you probably know it can be challenging and time-consuming to organize and move all those sheets around if you want to re-arrange them. Oftentimes it’s just easier to leave them as they are. In this post, I’ll share with you a free Excel add-in I’ve been working on that will make it easy to move tabs around and alphabetize them.

    Download and install the add-in

    You can download the add-in from this link. Once you’ve downloaded it, go into Excel and select File and then Excel Options. There, you’ll see a section for Add-ins. Click on that and click on the Go button next to Manage Excel Add-ins near the bottom:

    Manage excel add-ins button.

    You should see a list of available add-ins. To add the one you just downloaded, click on the Browse button on the right-hand side and then select the add-in that you just downloaded. Then you should see it added to your list and the box should be checked off. Once you press OK, you should see the add-in within your Excel spreadsheet, in the middle of your Home tab:

    Excel ribbon with the Tab Manager Add-In installed.

    The add-in will now be available on all of the Excel files that you open.

    Using the add-in

    To start using the add-in, click on the Tab Manager button. A form will populate that displays all the tabs in your spreadsheet:

    The tab manager launched and ready to use.

    To move sheets around, select a sheet and use the arrow keys on the right to move them either up or down. Once you have the order you want, click on the button to Update List and your sheets will be re-arranged.

    There’s also an option at the top of the form to Alphabetize the list. Clicking on the button will arrange the sheets in alphabetical order. You can make changes afterward, or you can click on Update List. The point of the add-in is to make it easy to make changes before running the update. If you don’t want to make any changes, simply click on the ‘X’ in the top-right-hand corner.

    If you are moving a sheet far enough on the form that you end up moving onto another page/view and notice that the tab names don’t appear to be refreshed, simply click the up and down arrows to refresh the list.

    Don’t need the add-in anymore or want to uninstall it?

    If you just wanted to try out the add-in or only needed it for one use and want to uninstall it, you can easily do that. Repeat the steps you took to install the add-in, except this time, since it’s already available, simply uncheck the box for the Tabmanager. This will make it unavailable and it will no longer show up on the ribbon.

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