In the case of Barclays PLC, the first three matches were BCS from the NYSE, BARC from the London exchange, and BCY2 from the Xetra trading venue. To override Excel’s default match, right-click a company and go to Data Type, Change.Ī Data Selector panel will appear. Instead, Microsoft assumed I wanted BCS for the stock listed on the New York Stock Exchange (NYSE). For this article, I planned to show Barclays PLC, a stock traded under the BARC ticker symbol on the London Stock Exchange. Repeat this process to insert a column for Ticker symbol. A new column will appear in your table showing the exchange for each stock. Click the Insert Data icon for a list of available fields.įrom the list, click on Exchange. Select a cell with the bank icon, and a new Insert Data icon will appear to the right of the cell. In my experience, it’s typical to see as many as half of the company names I enter matched to the wrong exchange.
There are many similar stock symbols, so make sure Excel matched the company to the correct ticker on the correct exchange.
In the dialog that opens, confirm your data has headers and click OK. This data type works better with data stored in tables in Excel, so select one cell in your range of companies and press Ctrl+T to format the data as a table. This icon indicates that additional information is available for the data stored in the cell. The company name might change in the cell (e.g., “Microsoft” would become “Microsoft Corp”) and the bank icon-which looks like a building with Roman columns-will appear to the left of each company. Select those cells and set their data type to Stocks from the Data Types gallery in the Data tab of the Excel ribbon.Įxcel will attempt to match each cell value to a company stock. To begin, enter a list of company names or stock ticker symbols in some cells in Excel. Since the data comes from the internet, you must be an Office 365 subscriber in order to have access to these features. As with the new Geography data type (see the December 2018 column, ), the Stocks data type isn’t supported for customers who purchased Excel 2019 or Excel 2016.
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