I’ve created an excel spreadsheet for my mutual funds that has all the infomation I could ever need. I just need to enter in my monthly quantity purchased/price details and everything is calculated for me.
However, the one other thing I have to do is for each column add in the latest price of that particular fund, which I get from my banks web site. Since the current price of the fund is always located on the same web page, in the same location (all the funds are listed in a table), I though it would be nice to have a macro that could automatically gather that data from the web site without me having to cut & paste.
I did a little research on it and I found information about gathering data from a .xls file that’s on the web, but nothing specifically about gathering data from a web page.
So is this possible? If so, I would appreciate some pointers to some examples or helper web sites so I can have a crack at it.
Not sure about Excel 97, but with Excel 2000 you can create a web query to extract data from tables on a web page. Search the Help and see if you can find this term. If you like, I will check it out when I am at home. One of my machines there is still stuck in the Stone Age.
I’ve got it working beautifully… so simple really.
I was going to ask how do I make a command button that will update the data on another sheet (without having to switch to the other sheet, enabling the Data/Refresh Data menu.)
But I just put the Refresh All button on the main toolbar and it works a treat…
… and one of my jobs is to make spreadsheets for our clients each quarter, with the returns of their funds and how they compare to the indices. Unfortunately, we get all our data from a different program (Morningstar Principia Pro, and excellent peice of software), but this sounds interesting!
Could you please send me more details about how you do this? (I learned how to do conditional formulas today, and then I nested them, and I thought that was exciting…) My email’s at the bottom (or I’ll check back in this thread). Thanks!
