08-31-2014, 06:33 PM
The newest version of Docs allows more ImportData fields. You should get a prompt to switch over if you've been using the previous version.
For graphing the profiles, I have a hidden column with these equations in vertically arranged cells:
=sumif(L2:L35,"High Yield",O2:O35)+sumif(L38:L43,"High Yield",O38:O43)
=sumif(L2:L35,"Balanced",O2:O35)+sumif(L38:L43,"Balanced",O38:O43)
=sumif(L2:L35,"Growth",O2:O35)+sumif(L38:L43,"Growth",O38:O43)
=sumif(L2:L37,"Speculative",O2:O37)+sumif(L38:L43,"Speculative",O38:O43)
with column L containing the profile for each stock, and O containing the percentage held. These cells are formatted as a percentage and show the allocation to each profile. I have the names in an adjacent column, and that provides the info to create the graph.
If you only have one account, you can simplify it by not adding multiple SumIfs.
For graphing the profiles, I have a hidden column with these equations in vertically arranged cells:
=sumif(L2:L35,"High Yield",O2:O35)+sumif(L38:L43,"High Yield",O38:O43)
=sumif(L2:L35,"Balanced",O2:O35)+sumif(L38:L43,"Balanced",O38:O43)
=sumif(L2:L35,"Growth",O2:O35)+sumif(L38:L43,"Growth",O38:O43)
=sumif(L2:L37,"Speculative",O2:O37)+sumif(L38:L43,"Speculative",O38:O43)
with column L containing the profile for each stock, and O containing the percentage held. These cells are formatted as a percentage and show the allocation to each profile. I have the names in an adjacent column, and that provides the info to create the graph.
If you only have one account, you can simplify it by not adding multiple SumIfs.