Excel data types: Stocks and geography (2024)

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Excel data types: Stocks and geography (1)

You can get stock and geographic data in Excel. It's as easy as typing text into a cell, and converting it to the Stocks data type, or the Geography data type. These two data types are considered linked data types because they have a connection to an online data source. That connection allows you to bring back rich, interesting information that you can work with and refresh.

Note:If Excel recognizes what you are typing as being a tradable financialinstrument or a geographical location, it offers to set the linked data type for you (Stocks or Geography).

To discover what other data types are available, check out What linked data types are available in Excel?

Note:The Stocks and Geography data types are only available toMicrosoft 365 accounts or those with a free Microsoft Account. You must also have the English, French, German, Italian, Spanish, or Portuguese editing language added toOffice Language Preferences.

Stocks

Excel data types: Stocks and geography (2)

In the picture above, the cells with company names in column A contain the Stocks data type. You know this because they have this icon: Excel data types: Stocks and geography (3). The Stocks data type is connected to an online source that contains more information. Columns B and C are extracting that information. Specifically, the values for price, and change in price are getting extracted from the Stocks data type in column A.

Looking for an easy way to get historical financial data? Try the STOCKHISTORY function.

Geography

Excel data types: Stocks and geography (4)

In this example, column A contains cells that have the Geography data type. The Excel data types: Stocks and geography (5) icon indicates this. This data type is connected to an online source that contains more information. Columns B and C are extracting that information. Specifically, the values for population, and gasoline price are getting extracted from the Geography data type in column A.

  1. Type some text in cells. If you want stock information, type a ticker symbol, company name, or fund name into each cell. If you want geographic data, type a country, province, territory, or city name into each cell.

  2. Then select the cells.

  3. Although it's not required, we recommend creating an Excel table. Later on, this will make extracting online information easier. To create a table, go to Insert > Table.

  4. With the cells still selected, go to the Data tab, and then click either Stocks or Geography.

  5. If Excel finds a match between the text in the cells, and our online sources, it will convert your text to either the Stocks data type or Geography data type. You'll know they're converted if they have this icon for stocks: Excel data types: Stocks and geography (6) and this icon for geography: Excel data types: Stocks and geography (7)

  6. Select one or more cells with the data type, and the Insert Data button Excel data types: Stocks and geography (8) will appear. Click that button, and then click a field name to extract more information. For example, for stocks you might pick Price and for Geography you might pick Population.

  7. Click the Insert Data button again to add more fields. If you're using a table, here's a tip: Type a field name in the header row. For example, type Change in the header row for stocks, and the change in price column will appear.

    Note:If you see Excel data types: Stocks and geography (9) instead of an icon, then Excel is having a hard time matching your text with data in our online sources. Correct any spelling mistakes and when you press Enter, Excel will do its best to find matching information. Or, click Excel data types: Stocks and geography (10) and a selector pane will appear. Search for data using a keyword or two, choose the data you want, and then click Select.

  8. Whenever you want to get current data for your data types, right-click a cell with the linked data type and selectData Type > Refresh. That will refresh the cell you selected, plus any other cells that have that same data type.

More you can do

Linked data types connect to an online data source. Once you convert text to a linked data type, an external data connection is established in the workbook. That way, if the data changes online, you can update it by refreshing it in Excel. To refresh the data, right-click a cell with the linked data type and select Data Type> Refresh. That will refresh the cell you selected, plus any other cells that have that same data type.

If you want to refresh all linked data types and all data connections that may be in the workbook (including queries, other data connections, and PivotTables), select Data > Refresh All or press Ctrl+Alt+F5.

Excel data types: Stocks and geography (11)

After you convert text into the Stocks or Geography data types, an icon will appear in the cell. Click the icon to see the card. The card reveals a list of fields and corresponding values. Depending on the data, there could be numerous field/value pairs that you can see and work with.

For example, in this picture the card for France is shown. Capital is one of the fields available for France. And Paris is the value for that field. Leader(s) is another field, and the leader names are the values.

If you want to see more field/value pairs, scroll down inside the card.

If you're curious where the fields and values are coming from, you'll notice the "Powered by" note at the bottom of the card.

Excel data types: Stocks and geography (12)

You can also add fields from cards. With the card open, rest your cursor over a field. Then click the Extract button Excel data types: Stocks and geography (13).

Excel data types: Stocks and geography (14)

It is also possible to write formulas that use the values from the Stocks or Geography data types. This can be helpful if your data is not in a table. For example, type =A2 and then Excel's AutoComplete menu will appear, showing you the available fields for "France." You can also type a "dot", for example: =A2. and that will show the menu as well. For more information, see How to write formulas that reference data types.

Need help with linked data types?

Get a currency exchange rate

How to write formulas that reference data types

Linked data types FAQ and tips

What linked data types are available?

How to use linked data types with Excel

Create a data type (Power Query)

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FAQs

How do I add geographic and stock data in Excel? ›

To create a table, go to Insert > Table. With the cells still selected, go to the Data tab, and then click either Stocks or Geography. Select one or more cells with the data type, and the Insert Data button will appear. Click that button, and then click a field name to extract more information.

Where is Geography data type in Excel? ›

Use the Geography data type
  1. Type some text in cells. ...
  2. Then select the cells.
  3. Although it's not required, we recommend creating an Excel table. ...
  4. With the cells still selected, go to the Data tab, and then click Geography.

What are the 5 types of data in Excel? ›

Summary of data types
Data type in ExcelData type in DAX
Decimal NumberA 64 bit (eight-bytes) real number 1, 2
TRUE/FALSEBoolean
TextString
DateDate/time
3 more rows

What type of data is stock data? ›

Real-time stock data refers to the continuous flow of information about financial instruments, such as stocks, bonds, commodities, and indices, as it happens in the market. This data provides up-to-the-second insights into the trading activities, prices, volumes, and other essential metrics of these assets.

What is the data type of Geography? ›

The geography spatial data type, geography, is implemented as a . NET common language runtime (CLR) data type in SQL Server. This type represents data in a round-earth coordinate system. The SQL Server geography data type stores ellipsoidal (round-earth) data, such as GPS latitude and longitude coordinates.

What is the best Excel add in for stock data? ›

In conclusion, the best Excel stock add-in is Wisesheets. It is very affordable, customizable, and easy to use. It also includes a variety of different templates that you can use for different tasks. So, if you are looking for an Excel stock add-in, I would highly recommend giving Wisesheets a try.

Why is the stock data option not showing in Excel? ›

Click Data on the ribbon - did that. 4. In the Data Types ribbon you'll either find the icon for Stocks (to click) or you'll need to click open data types and then click stocks - Nope - Nada to 'Data Types' anywhere whether a ribbon section name or as an icon under either Data or Insert.

Why is Excel not showing stock data? ›

Ensure you are using a version of Excel that is compatible with your version of Windows. Check that you don't have multiple versions of Microsoft Office installed on your computer. Finally, restart your PC to clear out any temporary files that may prevent the stock data type from showing.

How do I get data types in Excel? ›

To open the data types gallery, go to the Data tab in Excel > Data Types group > expand the dropdown. Note: Most data types require a Microsoft 365 subscription to use, but data types from different sources may have different requirements to use them. To check the requirements, see How to access data types in the FAQ.

How to do stock analysis in Excel? ›

Excel has built-in algorithms for calculating a number of financial measures that are essential for stock analysis. Use the calculation ((Closing Price – Opening Price) / Opening Price) * 100 to determine daily or periodic returns. Calculate volatility as well by determining the returns' standard deviation.

How do I create a geographic heat map in Excel? ›

Upload your spreadsheet data, or manually enter it. Click “Map Now” to plot your location data. Click the tools icon in the upper left-hand corner of the screen and select “Heat Map Tool.” Under “Select Heat Map Style” choose whether you want to measure marker density or the density of your numerical data.

How do I create a stock sheet in Excel? ›

How to create an Excel inventory spreadsheet
  1. Create a spreadsheet. To create a new spreadsheet, you can open Excel, click on "Menu", and select "New". ...
  2. Add product categories as columns. ...
  3. Add each product to the spreadsheet. ...
  4. Adjust quantities as the company's products change.
Feb 12, 2024

How do you analyze stock data? ›

One of the most common methods of analyzing stocks is to look at the P/E ratio, which compares a company's current stock price to its earnings per share. P/E is found by dividing the price of one share of a stock by its EPS. Generally, a lower P/E ratio is a good sign.

What type of charts are stock? ›

However, the four types that are most common are—line chart, bar chart, point and figure chart and candlestick chart. We will discuss these technical charts extensively later. However, we have illustrated three types of stock charts below. The bar chart looks a lot like the candlestick chart.

Where can I find stock data? ›

Internet Sources for Historical Market & Stock Data
  • Yahoo! Finance - Historical Prices. ...
  • Dow Jones Industrial Averages. Historical and current performance data. ...
  • S&P Indices. Historical performance data.
  • IPL Newspaper Collection. ...
  • Securities Industry and Financial Markets Association. ...
  • FINRA: Market Data Center.
Apr 15, 2024

How do you add Data Types in Excel? ›

To add the data type to an Excel table on a worksheet, select Home > Close & Load. Using a Power Query data type is only supported in an Excel table. The data type displays the Insert Data button which you use to work with each column.

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