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Creating stock charts

From: Excel for Mac 2011 Essential Training

Video: Creating stock charts

Businesses and individuals invest in the stock market, whether trying to invest for retirement or to make a profit from cash on hand. Excel is a great application for tracking stock prices. So in this movie, I will show you how to format your data so you can create stock charts. Excel let's you create a number of stock charts. The limitation is that your data must be set up in exactly the right format for each of them. Let me show you what I mean. The data that I have here in this worksheet has five columns. I have the date that the measurements were taken. Then I have Open, High, Low, and Close.

Creating stock charts

Businesses and individuals invest in the stock market, whether trying to invest for retirement or to make a profit from cash on hand. Excel is a great application for tracking stock prices. So in this movie, I will show you how to format your data so you can create stock charts. Excel let's you create a number of stock charts. The limitation is that your data must be set up in exactly the right format for each of them. Let me show you what I mean. The data that I have here in this worksheet has five columns. I have the date that the measurements were taken. Then I have Open, High, Low, and Close.

So as you might suspect, in Excel you can create what's called an Open-High-Low-Close stock chart. So with a cell selected in my data set, I will go up to Charts, and then there is no stock chart here in the main body of the Ribbon, so I need to click Other, and then here at the top, you see that I have a series of stock charts of High-Low-Close, Open- High-Low-Close, Volume-High-Low-Close, and Volume-Open-High-Low.

And what these stock chart names tell you is exactly the data that you need to have. So in my case, I have Open, High, Low, and Close, plus date, which is always included in every stock chart. So that means I can create an Open-High-Low-Close stock chart. To do that, I click that button and Excel creates my chart. Now this chart is a little deceiving. Now it's true that relative to its price, this stock isn't varying very much, but it also makes the chart a little bit harder to read.

So I am going to do two things to make it easier to read. And again, we are getting a little bit ahead of ourselves, but the formatting changes I am going to show you are inextricably linked with stock charts. So it makes sense to them here. First, I am going to make sure the chart is selected. It is; I can tell it from its outline. And then the Charts tab of the Ribbon, I will click the Chart Styles gallery's down arrow, and I will select a format that I think is a little bit easier to read. I will select the red and white. Now the elements in the interior of the graph have a little bit more contrast than they did before.

Now, the elements of the charts, the candlesticks as they are called here in the middle, are still little cramped. So what I am going to do is I am going to change the values that are displayed on the vertical axis. To do that, I will click Chart Layout, click Axes, point to Vertical Axis, and then click Axis Options. When I do, the Scale page of the Format Axis dialog appears. I will keep my maximum value of 400, but what I want to do is get my minimum value up to 250 so that the candlesticks on the inside of the chart are a little bit larger.

So I will click here, type 25, to make the value of 250 and then with that in place, I will click OK, and now I have my chart. And the candlesticks are a little bit larger, and they are easier to interpret. So how do we interpret the chart? Well in this version of the chart, any day where the value of the chart went up, the body of the candle is white. On any day that the value of the stock went down, the body of the candle is red, and here is how you read each individual day.

For September 13, the value started here went up to here at the end of the day, and at its highest point it was here. This was an Open-High-Low-Close stock chart. So that means you are getting that information. Here is the Open and also the Low, here is the High, and here is the Close. Same thing here. Here is the Open; here is the High, here is the Close. The last bit in the actual candle part of the candlestick, the Up bar as it is called, and then this is also the Low.

For a down day, it started here, and you can see that is called a Down bar. It started her, went all the way down as far as here, but then it closed here at this value. Stock charts help you track the stocks that interest you. If you want more information on how to use stock charts, you should go to your bookstore, and look for books on candlestick charts, which is another name for stock charts.

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This video is part of

Image for Excel for Mac 2011 Essential Training
Excel for Mac 2011 Essential Training

100 video lessons · 32334 viewers

Curt Frye
Author

 
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  1. 1m 58s
    1. Welcome
      1m 16s
    2. Using the exercise files
      42s
  2. 20m 56s
    1. Exploring the Excel 2011 window
      4m 16s
    2. Introducing the Ribbon for Mac
      4m 44s
    3. Customizing the Ribbon
      4m 20s
    4. Setting program preferences
      3m 20s
    5. Getting help in Excel
      4m 16s
  3. 20m 4s
    1. Opening, creating, and saving workbooks
      5m 23s
    2. Setting workbook properties
      4m 14s
    3. Creating and modifying workbook templates
      4m 18s
    4. Managing workbooks across multiple versions of Excel
      6m 9s
  4. 1h 2m
    1. Selecting cells and groups of cells
      4m 58s
    2. Copying and pasting cell data
      2m 39s
    3. Entering data using AutoFill and other techniques
      4m 32s
    4. Inserting symbols and special characters
      5m 3s
    5. Creating an Excel table
      4m 43s
    6. Locating and changing data using Find and Replace
      4m 57s
    7. Restricting input using validation rules
      4m 42s
    8. Using lists to limit data entered into a cell
      2m 32s
    9. Sorting worksheet data
      3m 2s
    10. Creating a custom sort order
      3m 54s
    11. Filtering worksheet data
      4m 6s
    12. Inserting, moving, and deleting cells and cell ranges
      3m 50s
    13. Splitting and freezing rows and columns
      3m 51s
    14. Managing worksheets
      5m 28s
    15. Creating, editing, and deleting headers and footers
      4m 41s
  5. 1h 17m
    1. Introducing Excel formulas and functions
      3m 17s
    2. Adding a formula to a cell
      4m 0s
    3. Introducing arithmetic operators
      4m 13s
    4. Using absolute and relative cell references
      6m 29s
    5. Controlling how Excel copies and pastes formulas
      6m 5s
    6. Referring to Excel table data in formulas
      2m 3s
    7. Creating an AutoSum formula
      3m 22s
    8. Summarizing data on the status bar
      2m 22s
    9. Joining text in cells with concatenation
      3m 59s
    10. Summarizing data using an IF function
      6m 21s
    11. Summarizing data using SUMIF and other conditional functions
      5m 41s
    12. Creating formulas to count cells
      2m 37s
    13. Rounding cell values up and down
      4m 55s
    14. Finding data using VLOOKUP and HLOOKUP
      6m 33s
    15. Auditing formulas by identifying precedents and dependents
      3m 25s
    16. Managing Excel formula error indicators
      4m 42s
    17. Managing scenarios
      4m 59s
    18. Performing Goal Seek analysis
      2m 31s
  6. 45m 48s
    1. Applying fonts, background colors, and borders
      6m 7s
    2. Applying number and date formats to cells
      7m 1s
    3. Managing text alignment
      3m 56s
    4. Copying cell formats
      4m 2s
    5. Managing cell styles
      3m 16s
    6. Managing Office themes
      3m 31s
    7. Creating rule-based conditional formats
      3m 54s
    8. Defining Top 10 conditional formats
      4m 19s
    9. Defining data bar, color scale, and icon set conditional formats
      6m 6s
    10. Editing, ordering, and deleting conditional formats
      3m 36s
  7. 36m 55s
    1. Creating bar and column charts
      5m 26s
    2. Creating pie charts
      2m 32s
    3. Creating line charts
      4m 34s
    4. Creating XY (scatter) charts
      1m 49s
    5. Creating stock charts
      4m 11s
    6. Changing chart types and layouts
      2m 22s
    7. Changing the appearance of a chart
      4m 25s
    8. Managing chart axes and numbering
      2m 51s
    9. Adding trendlines to charts
      4m 14s
    10. Creating sparkline charts
      4m 31s
  8. 18m 39s
    1. Importing data from comma separated value (CSV) or text files
      4m 20s
    2. Connecting to an external data source
      2m 22s
    3. Using hyperlinks
      6m 1s
    4. Including an Excel workbook in another Office document
      3m 5s
    5. Linking to an Excel chart from another Office program
      2m 51s
  9. 26m 21s
    1. Creating and formatting shapes
      3m 10s
    2. Adding and adjusting images
      5m 38s
    3. Cropping, compressing, and removing image backgrounds
      4m 46s
    4. Creating SmartArt graphics
      5m 7s
    5. Creating WordArt
      2m 34s
    6. Aligning and layering objects
      5m 6s
  10. 29m 51s
    1. Introducing PivotTable reports
      3m 47s
    2. Creating a PivotTable report
      4m 37s
    3. Pivoting a PivotTable report
      3m 18s
    4. Managing subtotals and grand totals
      3m 23s
    5. Summarizing more than one data field
      1m 34s
    6. Changing the data field summary operation
      2m 40s
    7. Changing the data field number format
      2m 27s
    8. Filtering a PivotTable report
      2m 46s
    9. Applying a PivotTable style
      2m 20s
    10. Creating and editing styles
      2m 59s
  11. 26m 47s
    1. Checking spelling
      3m 32s
    2. Setting AutoCorrect and automatic Replace options
      3m 59s
    3. Managing workbook comments
      3m 40s
    4. Tracking and reviewing changes
      5m 12s
    5. Printing a worksheet or workbook
      3m 44s
    6. Setting and removing print areas
      2m 31s
    7. Exporting to other formats
      1m 33s
    8. Protecting a workbook
      2m 36s
  12. 23m 52s
    1. Running an existing macro
      4m 56s
    2. Recording a macro
      3m 56s
    3. Recording a macro using relative references
      6m 15s
    4. Renaming, viewing, and deleting macros
      2m 58s
    5. Adding comments to a macro
      2m 43s
    6. Turning off screen updating in a macro
      3m 4s
  13. 1m 1s
    1. Additional resources
      1m 1s

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