Basic Macro - Auto calculate!

**SoCalGirl412** · 01-24-2012, 11:37 AM

I'm trying to create a spreadsheet that will automatically calculate profit/loss, cumulative total, and AUM for a series of securities transactions when information such as quantity, purchase price, and sales price are input. I don't want to just insert the formula in the first line of the column and drag down because this is disrupting my ability to print (ie, the computer will want to print hundreds of pages).

Is there a way to set up a macro or button or something that will calculate my desired categories when needed without having to drag the formula down throughout the spreadsheet? Also, the macro would only be needed once the security is sold, therefore at times only columns A through C will be populated. Lastly, is it possible for the macro to work if some securities have completed their sale while others have not? For example, the security represented in row 5 is still open, while in row 12 has been sold and therefore should be included in profit/loss, cumulative total, and AUM columns.

Thanks a bunch!

Currently my spreadsheet has the following column headings:

A1: Security
B1: Date Purchased
C1: Quantity
D1: Purchase Price
E1: Date Sold
F1: Sale Price
G1: Profit or Loss
H1: Cumulative Total Profit/Loss
I1: AUM
I2: (my starting figure for AUM)
Ideally my transaction data would begin in row 3 then

**royUK** · 01-24-2012, 01:32 PM

To best describe or illustrate your problem you would be better off attaching a dummy workbook, the workbook should contain the same structure and some dummy data of the same type as the type you have in your real workbook - so, if a cell contains numbers & letters in this format abc-123 then that should be reflected in the dummy workbook. Don't upload a picture when you have a workbook question. None of us is inclined to recreate your data. Upload the workbook and manually add an 'after' situation so that we can see what you expect. In addition clearly explain how you get the results..
To attach a file to your post, you need to be using the main 'New Post' or 'New Thread' page and not 'Quick Reply'.
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**royUK** · 01-24-2012, 01:33 PM

To best describe or illustrate your problem you would be better off attaching a dummy workbook, the workbook should contain the same structure and some dummy data of the same type as the type you have in your real workbook - so, if a cell contains numbers & letters in this format abc-123 then that should be reflected in the dummy workbook. Don't upload a picture when you have a workbook question. None of us is inclined to recreate your data. Upload the workbook and manually add an 'after' situation so that we can see what you expect. In addition clearly explain how you get the results..
To attach a file to your post, you need to be using the main 'New Post' or 'New Thread' page and not 'Quick Reply'.
To use the main 'New Post' page, click the 'Post Reply' button in the relevant thread.

On this page, below the message box, you will find a button labelled 'Manage Attachments'.
Clicking this button will open a new window for uploading attachments.

You can upload an attachment either from your computer or from another URL by using the appropriate box on this page.
Alternatively you can click the Attachment Icon to open this page.

To upload a file from your computer, click the 'Browse' button and locate the file.

To upload a file from another URL, enter the full URL for the file in the second box on this page.
Once you have completed one of the boxes, click 'Upload'.

Once the upload is completed the file name will appear below the input boxes in this window.
You can then close the window to return to the new post screen.

**SoCalGirl412** · 01-26-2012, 05:24 PM

I have included additional explanation in the spreadsheet. Thanks for your help! Please let me know if you require any additional explanation from me!