I have a spreadsheet of financial transaction data for stocks. I want to have a dashboard in Excel that summarises data from sheets within the workbook. This will be according to a classification which will be applied to the sheets containing the raw data (i.e. I allocate each transaction to an account).
The dashboard will need to change and update depending on what data the worksheets contain (new data added daily). Data required on the dashboard sheet will be:
- holdings of each stock (quantity and name, both listed already in raw data)
- commissions payable for a certain item. This will depend on which sub account is allocated to each stock. Commissions are not constant but can depend on which sub account it is.
I think this will take max of 1 hour for an experienced Excel guru! It is simple data.