1. Financial Modeling Data Collection & Integration Graph Rates of Return
Efficient Portfolio Frontier
Regression
CAPM
Vitex.xls

2. Graph

3. Candlestick Candlestick Lines from low to high
Solid bar from open to close down
Open bar from open to close up
high
open
close
open
close
low

4. Candlestick Candlestick You can also use green = up red = down high
open
close
open
close
low

5. Graphing

6. Prepare Spreadsheet New worksheet Label it Candlestick Data+

7. Candlestick The candlestick is a standard chart in Excel
Data must be in the form
Date
Open
High
Low
Close

8. Relay Data Relay titles Relay data B1 = Data!B1, B2 = Data!B2
Rule #1:
Never enter the same information more than once.
Relay Data
Relay titles
B1 = Data!B1, B2 = Data!B2
Relay data
B3 = Data!B3
Copy across to column F
Highlight row, Ctrl+R to copy right
Copy down to row 39
Highlight B3:F39, Ctrl+D to copy down

9. Relay Data Rule #3: Always color code original data is finance blue
Data used in the graph is black
Data
Candlestick

10. Graph
Alt + N K to Insert Chart

11. Graph
The Excel default chart looks terrible.

12. Dynamic Chart Title Click inside the Chart Title
In the formula bar type =
and click in H1 OP fx
=Candlestick!$H$1
© Oltheten & Waspi 2012

13. Dynamic Chart Title
The chart title is now dynamically linked to cell H1
The Alt+Enter we put in cell H1 forces the linefeed
It can be formatted from the Home ribbon
© Oltheten & Waspi 2012

14. Format Chart Select chart Chart Tools [Design][Format]
Under [Format] each component of the chart is included in the dropdown list
Note series are properly named because you included the subtitles when you created the graph

15. Format Chart
Format Chart Area

16. Format Panel The Format Panel
Note the little arrow
To construct a border expand Border
The Format Panel reconfigures itself depending on your selection

17. Format Panel
Format Chart Area
Border

18. … and the Format Panel reconfigures itself
Click inside the Chart
… and the Format Panel reconfigures itself

19. … or click on the6to list the components in the chart
Format Panel
… or click on the6to list the components in the chart

20. Format Axis Stock Charts are Line charts Format horizontal axis to
Base units of months when data is monthly (Excel assumes days)

21. Format Axis
Same graph but with the base units in days rather than months. Excel forces the bar width to June 1, 2007 instead of June 2007.
© Oltheten & Waspi 2012

22. Format Data Series Adjust the gap between bars for any of the series
Gap at 50%
Gap at 150%

23. Format Up/Down Bars Format Up and Down bars to your selected colors
© Oltheten & Waspi 2012

24. Format Axis The vertical axis should be given a color.
Why Microsoft defaults to a white line on white is beyond most of us)

25. Labels are set to major unit
Format Axis
Reset to auto
The vertical axis can be left on automatic so that it adjusts to new data or fixed to optimize the current chart.
Labels are set to major unit
no decimal places

26. Format
© Oltheten & Waspi 2012

27. Placed for easy viewing, under the Titlebar so that it prints properly
Best Practice
Rule #16:
Place Charts properly in the model.
Place charts under a Titlebar.
Placed for easy viewing, under the Titlebar so that it prints properly

28. This looks unprofessional
Best Practice
Rule #17:
Format charts to fit the model.
Use the same font and font size as the model
This looks unprofessional

29. Best Practice Always submit a model
Rule #15:
Always Professional Save
Always submit a model
open to the top sheet
focus in A1 in each sheet
View size at 100%
Use Professional Save in the Finance Ribbon
Professional Save

30. Graph