To orginize my Excel database so I can find information very quickly...We should be able to enter account number and automatically get company initials and name of the person posted on column left of the account no. column (please see attached sample). Should be able to calculate profit/loss based on cusip/symbol, i.e. different formulas for bonds and for stock. Be able to search cusips than by using filters. I want to be able to create a quarterly/yearly purchase/sales report for each account showing our top client and suppliers...thanks
Complete and fully-functional working program(s) in executable form as well as complete source code of all work done.
Windows NT and 98 for PC Excel 2000