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Any Excel or Access Experts out there?
I need a favor if anyone could oblige....I am trying to create a MUY, very simple excel spreadsheet that has six columns that will let me track the results of variances in trading methods systems...ie. I want to try to document how well a certain system performed etc. I would be more than happy to present the data if someone could help me, perhaps spend that 10 minutes that it takes to slap this together.
column 1 - Clients Name - This would be a drop down list of clients (perhaps the list is found on worksheet 2).
column 2 - Date - This would auto fill. Perhaps a box when the spread sheet is first run would ask what trade date I am entering.
ie..if I am entering Weds. trades on Sat..i dont want Sat's date, but I dont want to keep enter Weds. a hundred times. That is, a button that perhaps I can hit that lets me set the date until I otherwise hit the button and change it again.
Column3 - Stock - Free form Text (dell, lu, ge) etc.
Column 4 - QTY - quantity traded
Column 5 - System Improve - This would be a fraction, 1/8, 1/4, 1/16 etc. where I can enter how well I felt the system helped improve the trade if any
Column 6 Net - Qty * Improve (locked, no adjustment) displayed in dollars, no decimats with $sign
Column 7 - System Notes - free form text to enter system used, why etc., loose, free form text entry
Column 8 - Market Conditions - Free form Text for info
Column 9 Other nOtes- free form text
GoldmanSP 09/01/98 DELL 2000 3/16 ISLD Fast Mkt SNET nonresponsive
It would be great if there were a form I could simply enter the data using rather than straight onto the table. Also if the form had a button to change the date and then the date entered carried through until changed again.
The only List/database incorporated would be worksheet two, a single column list of clients ie. GoldmanSP - 345999
The table would just keep growing until each month end when I would just create a new one for the month, so we wouldnt need a new worksheet for each days work, etc...and I'll just save the workbook with the monthname and start a new one.
I have the spread sheet all done, excel auto creates the forms, but I cannot find a way to have a drop down list and I have no clue how to do a button to set the date, keep it for all entries for the date.
Its seems pretty easy. The drop down and date button might take a few moments. If anyone up here has the skills sets to slap this together, I'd greatly appreciate it and would be 1) on the hook for a favor going the other way and 2) be glad to share results with you and the rest of the thread if desired.
Just hoping...
Regards,
Steve@yamner.com |
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