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How to combine column data with same category (similar to tags) together

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    Question How to combine column data with same category (similar to tags) together

    Hey everyone, I'm creating a trading journal to analyze my performance of different strategies. However, there are times where a trade may have multiple different strategies in play. For example, 'Earnings Play' + 'Breakout' + 'Oversold'. I'd like to create graphs to compare the performance of these strategies, but how could I make Excel consider them together. Right now I listed the headers as 'Strategy 1', 'Strategy 2', 'Strategy 3' although this doesn't combine it.


    Strategy Headers on Excel.png
    ^That's how my spreadsheet looks like right now, but it won't combine the data together.

    Strategy Graph.png
    ^^That's how it should look when all strategies are combined^^

    Thank you so much in advance for your help!

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    Re: How to combine column data with same category (similar to tags) together

    Welcome to the forum.

    You could use VSTACK to get one column's worth of data to the right of your table and use this for your graph data.

    If you want help to do this, attach a workbook, please. I can't work with a picture.
    Ali


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    Re: How to combine column data with same category (similar to tags) together

    Hey Ali, thanks a lot for your message.

    Just to clarify, the reason why I currently have 5 different Strategy headers is incase a trade has 5 different strategies that can be labelled for it.

    I have attached a spreadsheet.

    Thanks again!
    Attached Files Attached Files
    Last edited by AliGW; 08-15-2023 at 11:32 AM. Reason: Please do NOT quote unnecessarily!

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    Re: How to combine column data with same category (similar to tags) together

    Administrative Note:

    We would very much like to help you with your query, however it has been brought to our attention that the same query has been posted on one or more other forums and you have not told us about this. You are required to do so.

    Please see Forum Rule #3 about cross-posting and adjust accordingly. Read this to understand why we (and other sites like us) consider this to be important: https://excelguru.ca/a-message-to-forum-cross-posters/

    (Note: this requirement is not optional. As you are new here, I shall do it for you this time: https://www.mrexcel.com/board/thread...ether.1243170/)

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    Re: How to combine column data with same category (similar to tags) together

    Try this in an empty cell to the right of your data:

    =VSTACK("STRATEGY",TOCOL(F2:J23,1,1))

    Then select this array and go to Insert > Recommended Charts. Excel will create a pivot table and a chart on a new sheet. You can move these to the main sheet if you wish.
    Attached Files Attached Files
    Last edited by AliGW; 08-15-2023 at 11:47 AM. Reason: Typo fixed.

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    Re: How to combine column data with same category (similar to tags) together

    Please accept my sincere apologies. I had no idea about that rule. I posted in other forums because my search for answers were leading me nowhere.

    I also posted this on Reddit at http://www.reddit.com/r/excel/commen...9ao/?context=3

    Forgive me for my blunder.

    Thank you.
    Last edited by AliGW; 08-15-2023 at 11:46 AM. Reason: URL fixed.

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    Re: How to combine column data with same category (similar to tags) together

    I've offered a suggestion in post #5. Thanks for the other link.

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    Re: How to combine column data with same category (similar to tags) together

    WOW, that's exactly what I was looking for! YOU'RE SO SWEET! Thank you so much!! This helps me sooo much you have no idea! God bless you
    Last edited by AliGW; 08-15-2023 at 12:01 PM. Reason: Please do NOT quote unnecessarily!

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    Re: How to combine column data with same category (similar to tags) together

    Glad to have helped.

    If that takes care of your original question, please choose Thread Tools from the menu link above and mark this thread as SOLVED.

    Also, if you have not already done so, you may not be aware that you can thank anyone who offered you help towards a solution for your issue by clicking the small star icon (* Add Reputation) located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of all those who offered help.

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    Re: How to combine column data with same category (similar to tags) together

    I didn't include this in the workbook, but would it be possible to create a graph and table to show the Net P&L of the strategies, Total Wins, Average win%, etc? Right now it has 'Count' which is essentially Total trades which is helpful.

    An example that can be seen on that attached workbook is there is a column for 'Timeframe of Setup', and I'd like to know the count of each strategy based on the timeframe (1 minute, 5 minute, 15 minute). Would it be possible to show this using the VSTACK method?

    Thank you so much again!

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    Re: How to combine column data with same category (similar to tags) together

    Yes I added a Reputation (says I can't give it twice)
    Last edited by AliGW; 08-15-2023 at 12:06 PM. Reason: Please do NOT quote unnecessarily!

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    Re: How to combine column data with same category (similar to tags) together

    No need for it twice, but thanks. Please mark the thread as solved.

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