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I have over 20 years of daily closing prices for a given stock. How do i create a pivot table of month-end closes? Thanking you, in advance.
I have over 20 years of daily closing prices for a given stock. How do i create a pivot table of month-end closes? Thanking you, in advance.
Attached is a mocked up scenario. Column A is consecutive dates. Column B is Price. Column C is formula to find End of Month. Column D is formula to test if Column A equals Column C. Build pivot with the data in this format. See attached file
Alan עַם יִשְׂרָאֵל חַי
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Thank you. The last trade date is not always the last day of the month. It is easy to find the last trade date in steps in excel, I was looking for a way to do it in a pivot table, in the same way you can find, say, the year high and year low. See attached.
Inspired by Alan's suggestion:
1. Add a column (I) to the data populated using: =MONTH(A3)<>MONTH(A4)
2. Use the new column as a filter for the pivot table.
Let us know if you have any questions.
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Thank you all. As I said in my original post, this is easy in excel. See attached for an explicit description of my request. It appears it cannot be done in a pivot table alone without a helper column.
Hi,
If you add your Pivot Table to the data model then you can achieve what you want with the following measure:
Replace Range in the above with the name of your table.PHP Code:SPY Close :=
VAR CurrentDate =
MAX ( Range[Date] )
VAR LatestDateinMonth =
CALCULATE (
MAX ( Range[Date] ),
FILTER (
ALL ( Range ),
Range[Date] > EOMONTH ( CurrentDate, -1 )
&& Range[Date] <= EOMONTH ( CurrentDate, 0 )
)
)
RETURN
CALCULATE ( MAX ( Range[SPY] ), Range[Date] = LatestDateinMonth )
Regards
Create Table1
Insert Pivot > check add this data to the data model
Power Pivot > New Measure
=MAXX(TOPN(1,Table1,[Date],DESC),[SPY])
THIS is it! Thank you.
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