03 Stock Portfolio - Dashboard in Excel | Part 3 – Prepare Database

Опубликовано: 25 Март 2026
на канале: Lean Excel Solutions

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✔ Download the Practice file:
https://leanexcelsolutions.com/tradin...

✔ Download the Dashboard file from the Store:
https://leanexcelsolutions.com/produc...

In this series of 4 videos, you will learn to create your own “Trading Portfolio – Dashboard” in Excel.
This is the third part of the series, in which we will prepare a database to link it with the dashboard.

Timeline:
00:00 - Introduction
01:12 - Input Data Sheet
04:02 - Master Data Sheet
12:54 - Holding Stock Logic
15:20 - Steps for Holding Stock Calculation
16:20 - Holding Stock Calculation
30:03 - Update Master Data

Playlist - Trading Portfolio - Dashboard:
   • Share Market Dashboard in Excel

Part 1: Overview
   • 01 Stock Portfolio - Dashboard in Excel | ...
Part 2: Design Layout
   • 02 Stock Portfolio - Dashboard in Excel | ...
Part 4 - Visualize Dashboard
   • 04 Stock Portfolio - Dashboard in Excel | ...

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   • 03 Stock Portfolio - Dashboard in Excel | ...

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