QUOTE(jutamind @ May 6 2015, 01:17 PM)
polarbearz, are the steps you mentioned below only to add more rows into an existing set of fund? the screen shots that you see is from v1.7 xls. i have no problem adding more rows into existing set of fund (according to your screen shots previously).
What i want to do is to add new funds into v1.7 xls file. in v1.7 xls file, you only have 5 sets of funds and a placeholder section.
if i have 10 funds, how do i add another 5 set of funds?
1) The steps I mentioned is to
copy the fund details from old spreadsheet to new spreadsheet2) As you said, the default excel comes with only
5 SET of FUNDS. To add more funds, refer to the guide in the excel file on "How to add new SET of FUNDS".
Basically in a nutshell, what you need to do is:-
1) Go to new excel file, create 5 SET of funds.
2) After you created 5 SET of funds, ensure these total "10 SET of funds" have enough number of "Rows" to accommodate the funds currently in the old spreadsheet.
3) Once you have enough rows (example: Fund 1 = 10 data rows, Fund 2 = 3 data rows, fund 4 = 15 data rows, etc...), copy the fund DATA (exclude subtotal row please), a fund at a time. (example: copy cell A3 to I10 for Fund A, paste in new spreadsheet; then repeat same steps for the rest of the funds).
Technically if you are excel-savvy, you can manually add a column in v1.6 and modify the formulas, but only if you are familiar enough with the file. I'd advise against that and rather copy the funds data 10 times (one set at a time) to avoid errors.