To start, I'm no Excel macro genius, but I have worked with macros before, and have visual basic introduction under my belt. This is a project I want to do for my website www.luptakmcleod.com which is an investment firm. Basically, I want to scrape live portfolio data from my online brokerage, organize the data in excel, and upload the organized data to the web so clients can see portfolio performance in real time throughout the day. This is a large project - I know, but I would like to tackle it piece-by-piece on these forums over the course of the next 2 months.
My first question is: should I be using other programs other than excel to accomplish this? Would Access be better to work with?
Right now I have an excel file that scrapes data from my online portfolio broker and displays it (very unorganized) in a worksheet in excel. This is using excel's data "from web" button, and I've set it to auto-refresh every 15 minutes because my online portfolio updates at that rate. I get a lot of useless information displayed when I scrape the data from the page, with the actual data I need sitting in the middle.
Here's what the data looks like
So, all I want to do right now is organize the data in a different worksheet in the same excel file. I assume I use the VLOOKUP command (which I have no experience with). Keep in mind, rows are added to this file each day as new data becomes available. So as the "scraped" data gets refreshed, I need my table of "organized" data on the separate worksheet to update as well with the new rows that are added.
Any advice is appreciated on my long journey.
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