Hey guys,
I only recently started working with tables, and not sure how to solve my current problem. Basically, I'm trying to generate tables automatically, pulling data from another excel file, downloaded from the www.morningstar.ca website. The website allows us to download portefolios in .xls format...however, the presentation is rather weak, which is why I'd like to import the data into my own template, in an another .xlsx file.
Morning Star File: Courtage BN.xls
To be imported in: 03 - Gestion ADV.xlsx
I'm looking for a way to pull data from 'Courtage BN', and put it in the right columns in '03 - Gestion ADV'. That I can do...I'm not sure I have the best way to do it though, so if you have any input on the matter, you're more than welcome to share. One thing I can't figure out though is how to make sure the table in '03 - Gestion ADV' will take ALL the data, adding or removing lines (without the total line in 'Courtage BN') if necessary each time I download a new version of 'Courtage BN', as the number of stocks might change from month to month ?
So basically, is there an easy way to link a table to a very plain .xls file ?
I did the first line (03 - Gestion ADV file), just to show you how I thought to go about it. If you guys know a better way, any input would be appreciated.
IMPORTANT NOTE: Right now, there's only one template, for one folio. But eventually, there's gonna be more than just the one, on that same page. So I would need the lines to be 'added', to make sure the tables won't overlap.
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