Friday, November 20, 2015

Use Excel to create the indexed performance graph

Use Excel to create the indexed performance graph
1. Generate the original data like the below:
Date Amount Index
20150107 100559.08 3373.95
20150108 102548.36 3293.46
20150109 102860.37 3285.41
20150112 103072.33 3229.32
2. Use format to convert the data to indexed data
The formula should be like =C2/$C$2*100 wrap with $ to make it fix
Date Amount Index
1/7/2015 100 1/0/1900
1/8/2015 101.9782202 97.61436891
1/9/2015 102.2884955 97.37577617
1/12/2015 102.499277 95.71333304
3. Use Data -> Text to Columns to convert the text yyyymmdd to date YMD
4. Select all transformed data (include the header), and insert line (first one is good if there are a lot of data, all may select grapth with markders)

References:
http://academics.smcvt.edu/cbauer-ramazani/AEP/BU113/finance/create_index_graph.htm
http://www.extendoffice.com/documents/excel/2777-excel-convert-yyyymmdd-to-date.html

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