Hi,
I'm building an investment dashboard that combines stock inventory (excel) with Yahoo finance stock price (web) to calculate the net market value of each day. This is refreshed daily after the market close. Is there any way to take a snapshot of the result as part of the refresh and import/store it in a table to create daily trend?
Currently I have scheduled refresh set up. After each refresh, I manual export the result and paste it into a table that contains daily result. Then I manually refresh the dataset again so the trend data gets loaded and creates proper graphics. It would be great if I can skip the manual step and update everything in one schedule refresh.
Thanks for any advice!
Helen