amarshall, JoCHague, Mattclegg, DanAtkinsonUK, RoxyParaplanner
Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. Republican.
I'll start us off! I found out last week that pressing Ctrl+PgUp / Ctrl+PgDown lets you flick between sheets in a workbook
I love the =Today() formula, this puts in the current date, useful for checking time to retirement.
Where to start?
When comparing between options for a client (maybe choice of platforms based on price, or choice of income routes when doing cashflow) Nested IF statements are quite incredible once you have the hang of them I know they're the bane of most Excel users lives though... Combine them with TRUE/FALSE statements, or radio buttons and you can build very useful toolsets!
As I think has been already mentioned, Sum product is also a godsend and is recommended.
The sumproduct formula is one of the most useful and yet underused paraplanner formula in excel. Used with a column of fund values and a column of OCF/TER it will give you the weighted OCF/TER. No third column required.I have seen so many portfolio charge sheets that are made more complex and open to inaccuracies by not using sumproduct. I'm not exaggerating, if you often have to calculate weighted portfolio charges and you don't currently use sumproduct, it will be like finding the holy grail!
Similar to Dan's first tip, if you use CTRL+ any of the arrow keys, it will take you to the beginning/end of a row/column of data. Handy for zippy around a sheet without scrolling
richallum, benjaminfabi, DeanR, Claire Goodwin