Google Sheets: Map GOOGLEFINANCE function over input range - google-sheets

tl;dr =ARRAYFORMULA(GOOGLEFINANCE({"AAPL"; "GOOG"}; "price")) returns a single row and not two. What am I doing wrong?
I'm trying to build a portfolio tracker in google sheets. I keep a trading history that tracks buys and sells, from which I derive the current portfolio.
I'd also like to calculate portfolio value at certain points in the past to visualize growth. As part of this exercise I FILTERed the trading history by date, and INDEXed just the ticker symbols:
This formula returns an array - now I want to run GOOGLEFINANCE over each of these cells to get the closing price at the date specified and this is where I am stuck. Simply wrapping this range in a GOOGLEFINANCE does not work as it will return only one cell, in this case, the price of AAPL:
Essentially I'm looking for some sort of map/reduce functionality. I have heard that ARRAYFUNCTION sort of does that but thruthfully I don't understand how it works and at least it seems like it doesn't do what I expect it to.
Temporary tables would of course do the trick but I would like to keep those to a minimum and just do everything in one massive formula.

GOOGLEFINANCE is not supported under ARRAYFORMULA. however, you can build an array like this:
={GOOGLEFINANCE("AAPL");
GOOGLEFINANCE("GOOG")}

Related

GOOGLEFINANCE Formulas in arrays for Google Sheets

I have a product with In-App Purchases in several markets in which transactions happen in their local currency. Created a Google Sheet for the purpose of reporting revenues in our base currency (USD). I tried several things to create the most effective method to automatically read the currency pair for each transaction, but the formula isn't working.
I am attempting to accomplish 3 things here:
Create an array that will automatically convert different currencies to USD by using the GOOGLEFINANCE formula (see "G1" on the embedded spreadsheet).
Eliminating error when conversion finds a value having the same ISO codes (see "F12" on the embedded spreadsheet).
Calculating the transaction using the exchange rate of the day of the transaction instead of TODAY's exchange rate (no clue on how to do this without breaking the GOOGLEFINANCE formula).
Here is the formula I am using on Col "G" is:
={"CONVERSION ARRAY";ARRAYFORMULA(E2:E*GOOGLEFINANCE("CURRENCY:"&D2:D))}
The problem with this approach is that it replicates the value of cell "D2" down the whole array, instead of consecutive values from D2,3,4, etc, accordingly. Removing the "&" from the array breaks the formula.
While the formula used on Col "F" =E2*GOOGLEFINANCE("CURRENCY:"&D2) works, the problem here is that it has to be placed manually, row by row, and this is inefficient when dealing with thousands of records. Also, you will notice on cel F12, I get an invalid value because GoogleFinance cannot convert from dollars to dollars. The formula outputs an error. Is there a way to make the formula understand that when trying to convert a value with the same currency ISO's, the value stays the same?
Even while I get the correct calculation on approach #2, the data calculated is based on TODAY's exchange rate, however, I need that calculation based on the exchange rate of the same date of the transaction. Is this even possible?
The referred spreadsheet example is here: Google Finances Conversion Formula
GOOGLEFINANCE is not supported under ARRAYFORMULA
if your D2:D range is small you can do:
={"CONVERSION ARRAY";ARRAYFORMULA(E2:E5*{
GOOGLEFINANCE("CURRENCY:"&D2);
GOOGLEFINANCE("CURRENCY:"&D3);
GOOGLEFINANCE("CURRENCY:"&D4);
GOOGLEFINANCE("CURRENCY:"&D5)})}

Can I make Google Sheets evaluate a string input as if it were a formula?

I am creating a home budget for myself in Google Sheets, working in Chrome on Windows 10. In the end, the budget will be composed of separate sheets for each month, containing tables for each Friday (payday) within that month. All such tables will follow a certain format and will pull arrays of budget data from an auxiliary sheet.
However, trial-and-error (mostly error) is abundant, and one quails at the thought of having to paste corrections across 52 tables. Is there any way to have each table emulate a formula set down in a template? For example, ideally, my template would contain something like:
=INDEX(IF(condition(relativeCell),namedRange1,namedRange2)
and the final product would pull that formula (with relative reference) to each table. If I discover a mistake or need to make a change, I can simply change the template, and all of the live tables would update their formulas.
Can this be done in Google Sheets?
Failing that, I already have a function that returns a cell's formula as string text. Can this be used to get the desired effect?
there is a formula called INDIRECT which does exactly that:
https://support.google.com/docs/answer/3093377?hl=en

Google Sheets Formula for Pulling Specific Values in Two Ways

I'm trying to do a couple of different things with a spreadsheet in Google and running into some problems with the formulas I am using. I'm hoping someone might be able to direct me to a better solution or be able to correct the current issue I'm having.
First off all, here is a view of the data on Sheet 1 that I am pulling from:
Example Spreadsheet
The first task I'm trying to accomplish is to create a sheet that lists all of these shift days with the date in one column and the subject ("P: Ben" or S: Nicole") in another column. This sheet would be used to import the data via a CSV into our calendar system each month. I tried doing an Index-Match where it used the date to pull the associated values however I found that I had to keep adjusting the formula offsets in order to capture new information. It doesn't seem like Index-Match works when multiple rows/columns are involved. Is there a better way to pull this information?
The second task I am trying to accomplish is to create a new tab which lists all the dates a specific person is assigned too (that way this tab will update in real time and everyone can just look at their own sheet to see what days they are on-call). However, I run into the same problem here because for each new row I have to change the formula to reflect the correct information otherwise it doesn't pull the correct cell when it finds a match.
I would appreciate any and all information/advice on how to accomplish these tasks with the formula combination I mentioned or suggestions on other formulas to use that I have not been able to find.
Thanks in advance!
Brandon. There are a few ways to attack your tasks, but looking at the structure of your data, I would use curly brackets {} to create arrays. Here is an excerpt of how Google explains arrays in Sheets:
You can also create your own arrays in a formula in your spreadsheet
by using brackets { }. The brackets allow you to group together
values, while you use the following punctuation to determine which
order the values are displayed in:
Commas: Separate columns to help you write a row of data in an array.
For example, ={1, 2} would place the number 1 in the first cell and
the number 2 in the cell to the right in a new column.
Semicolons: Separate rows to help you write a column of data in an array. For
example, ={1; 2} would place the number 1 in the first cell and the
number 2 in the cell below in a new row.
Note: For countries that use
commas as decimal separators (for example €1,00), commas would be
replaced by backslashes () when creating arrays.
You can join multiple ranges into one continuous range using this same
punctuation. For example, to combine values from A1-A10 with the
values from D1-D10, you can use the following formula to create a
range in a continuous column: ={A1:A10; D1:D10}
Knowing that, here's a sample sheet of your data.
First Task:
create a sheet that lists all of these shift days with the date in one
column and the subject ("P: Ben" or S: Nicole") in another column.
To organize dates and subjects into discrete arrays, we'll collect them using curly brackets...
Dates: {A3:G3,A7:G7,A11:G11,A15:G15}
Subjects: {A4:G4,A5:G5,A8:G8,A9:G9,A12:G12,A13:G13,A16:G16,A17:G17}
This actually produces two rows rather than columns, but we'll deal with that in a minute. You'll note that, because there are two subjects per every one date, we need to effectively double each date captured.
Dates: {A3:G3,A3:G3,A7:G7,A7:G7,A11:G11,A11:G11,A15:G15,A15:G15}
Subjects: {A4:G4,A5:G5,A8:G8,A9:G9,A12:G12,A13:G13,A16:G16,A17:G17}
Still with me? If so, all that's left is to (a) turn these two rows into two columns using the TRANSPOSE function, (b) combine our two columns using another pair of curly brackets and a semicolon and (c) add a SORT function to list the dates in chronological order...
=SORT(TRANSPOSE({{A3:G3,A3:G3,A7:G7,A7:G7,A11:G11,A11:G11,A15:G15,A15:G15};{A4:G4,A5:G5,A8:G8,A9:G9,A12:G12,A13:G13,A16:G16,A17:G17}}),1,TRUE)
Second Task:
create a new tab which lists all the dates a specific person is
assigned too (that way this tab will update in real time and everyone
can just look at their own sheet to see what days they are on-call).
Assuming the two-column array we just created lives in A2:B53 on a new sheet called "Shifts," then we can use the FILTER function and SEARCH based on each name. The formula at the top of Ben's sheet would look like this:
=FILTER(Shifts!A2:B53,SEARCH("Ben",Shifts!B2:B53))
Hopefully this helps, but please let me know if I've misinterpreted anything. Cheers.

SUMIFS function across multiple sheets

For reference, please visit this Google Doc which is a simplified example of my problem, which is to determine total sales in Blue and Green markets each month.
Each month, I receive a new sales report from accounting for all of our markets and I add the sheet to the main workbook. My team is in charge of assigning "colors" to the markets and tracking this. As it's privileged information, we can't have accounting auto-tag these in the data they send over.
One solution would be, for each new monthly report that comes in, tag each city with the color. However, we have hundreds of markets and this isn't very practical to go through each time.
I assume that a SUMIFS function would work here, but am unsure how to set it up when there are values spread across multiple sheets.
You can use this function in B8 of February tab:
=SUM(IF(COUNTIFS($A$2:$A$5,Color!$A$2:$A$5,Color!$B$2:$B$5,'Sales February'!A8)>0,$B$2:$B$5,0))
COUNTIFS($A$2:$A$5,Color!$A$2:$A$5,Color!$B$2:$B$5,'Sales February'!A8)>0 gets an array of the countries that belong to the colour specified in A8 of the current tab (Would that be possible to put only Green and remove February Sales from that cell?).
If the country belongs to the particular colour, then return the array of corresponding values in column $B$2:$B$5.
Lastly, sum this array.
Note:
You need to array enter this formula in Excel (by holding Ctrl+Shift then hit Enter after typing in the formula).
In Google Spreadsheets, you array enter a formula by wrapping the formula around =ArrayFormula(), meaning you use:
=ArrayFormula(SUM(IF(COUNTIFS($A$2:$A$5,Color!$A$2:$A$5,Color!$B$2:$B$5,'Sales February'!A8)>0,$B$2:$B$5,0)))
In Excel you can use this "array formula"
=SUM(SUMIF(A$2:A$5,IF(Color!B$2:B$5=A8,Color!A$2:A$5),B$2:B$5))
confirmed with CTRL+SHIFT+ENTER
The same formula works in google docs if wrapped in arrayformula, i.e.
=arrayformula(SUM(SUMIF(A$2:A$5,IF(Color!B$2:B$5=A8,Color!A$2:A$5),B$2:B$5)))
or you can use FILTER as user3465711 suggests, i.e.
=SUM(filter(B$2:B$5,isnumber(match(A$2:A$5,IF(Color!B$2:B$5=A8,Color!A$2:A$5),0))))

How to go from individual date/time log to "timeline" graph?

I have essentially a log file in a Google Sheets. Columns are "Date/time", "user", "asset accessed", and there will be multiple entries for the same date, though usually not time.
I'd like to use the timeline graph to show user activity, but the graph requires an aggregate view with one date (no time) per row, with a numeric count in second col. Is there a way using functions within Google Sheets to generate an aggregate "view" of this data and pass this to the timeline graph?
Well, I guess you'll have to create an auxiliary sheet, or just some columns with the summarized values for you chart.
From your description, I'll assume you're using 3 columns (ABC). Let's use columns D, E and F with the following formulas:
=ArrayFormula(Trunc(A:A))
=Unique(D:D)
=ArrayFormula(CountIf(D:D;E:E))
Since date values are actually a number (qtt of days since the epoch), and hours are decimals, the Trunc formula gets rid of the "time" part and leaves only the date. Just format the cells (apparently numbers) as dates and you'll see. Then Unique and CountIf do the summarizing.
There's surely different ways of doing this, perhaps more "elegantly", in a single formula. But I think that in this way it's more easy to understand and learn from. Also, you'll probably need to adapt the ranges to your actual columns positions (I hope that's not a problem).

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