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Better share price reports with Excel’s new tool

Better share price reports with Excel’s new tool

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 Need to turn stock market data into smart, professional reports? Discover how to use Excel’s new and powerful Stock History function to quickly transform raw share price data into clear, insightful reports. Learn how to streamline reporting, visualise trends and make better-informed decisions with ease. In this episode, gain the skills to: Access daily, weekly or monthly data, including volume, opening/closing prices and highs/lowsSet up stock codes, choose custom date ranges and define intervals with easeUse Power Query to import real-time stock exchange data directly into ExcelBuild interactive, professional-grade charts (including stock and combo charts) to visualise trends Whether you're preparing reports for clients, internal dashboards or just keeping a close eye on the stock market, this episode gives you the tools, steps and techniques you need to do it with confidence using Excel. For fast reference, use the episode timestamps: 0:00 – Introduction to Excel Tips podcast 0:18 – Overview of Stock History function 0:31 – Using Stock History for reporting share price information 1:00 – Internet access requirement for Stock History 1:11 – Disclaimer for information accuracy 1:35 – Options for reporting frequency (daily, weekly, monthly) 2:08 – Setting up share code and trading day considerations 2:47 – Defining start and end dates for reports 3:45 – Reporting intervals and their corresponding numbers 4:39 – Using MATCH function for human-friendly reporting 4:59 – Customising report headers 5:23 – Defining properties for the Stock History function 5:35 – How to add multiple properties to reports 6:30 – Importing stock exchange names and codes 6:40 – Using Power Query for stock data updates 7:20 – Overview of Excel stock chart features 7:30 – Understanding stock price movements in charts 8:25 – Overview of monthly vs weekly stock charts 9:44 – Creating combo charts for better comparisons 10:30 – Introduction to Sparkline charts 10:05 – Converting vertical to horizontal data for Sparklines 10:35 – Adjusting Sparkline chart vertical axes 11:03 – Updating Sparklines for spill ranges 11:18 – Function updates and internet speed considerations 11:32 – Conclusion on the usefulness of Stock History Listen now to level-up your stock market share price reporting skills in Excel. Host: Neale Blackwood CPA. He has more than 20 years of experience as a Microsoft Excel educator and is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. You can find a CPA at our custom portal on the CPA Australia website. Would you like to listen to more Excel Tips episodes? Head to CPA Australia’s YouTube channel. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With InterestINTHEBLACK INTHEBLACK Out LoudExcel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au

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