hickeng / financial

Repository containing financial spreadsheets
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Provide guidance on adding additional RSU rows for missing release dates #106

Closed shashankram closed 6 months ago

shashankram commented 6 months ago

Hello, firstly I would like to thank you for the amazing effort of putting such a complex collection of steps and processes together to help your colleagues. This is simply fantastic.

I am seeking guidance on how to handle the addition of new rows if the template sheet is missing specific RSU/ESPP release/vest dates. Would it mess with the formulae used to compute the numbers elsewhere? I am seeing certain dates missing in the template sheet.

Thanks

dlraymond1965 commented 6 months ago

@shashankram is this what you're looking for? - https://github.com/hickeng/financial/blob/main/usage.md#add-a-row-for-espp-or-rsus

hickeng commented 6 months ago

Thanks for the assist @dlraymond1965 ! Closing as answered - @shashankram please reopen if the docs are insufficient or don't work for you.

shashankram commented 6 months ago

Thanks for sharing @dlraymond1965! However, Sheets doesn't allow me to drag down the formulae to the newly added rows, seems like a bug. Is there a problem if I update the existing columns inline? @hickeng

hickeng commented 6 months ago

Thanks for sharing @dlraymond1965!

However, Sheets doesn't allow me to drag down the formulae to the newly added rows, seems like a bug. Is there a problem if I update the existing columns inline? @hickeng

That's an odd quirk - the drag down works for me. You could try adding an additional column to the right to make it easier to grab the blue cross for the downfill - just speculating that there could be a browser quirk with it being at the edge of the sheet.

So long as you get the formula into the new row it doesn't matter how it gets there. If copying and pasting directly into the cell value field, check to make sure the references to other columns in the row are updated. You should only have references to the same row within the same sheet (I don't recall exceptions, but if you see something cross referencing rows within the same sheet, validate vs existing cells). ie. Row 7 should only be using *7 cell references unless a Sheet!$col$row style.

jonatan-ivanov commented 6 months ago

Depending on browser, resolution and probably the phase of the moon, Google Spreadsheets sometimes do not render the last column correctly, it overflows the screen so no blue dot to drag down or it is hard to grab. One workaround could be using the "zoom" feature of the browser to make the spreadsheet smaller so that the last column is rendered properly. (Should be under menu -> zoom.)

hickeng commented 6 months ago

I've added an extra column to the right for both ESPP and RSU in my WIP sheet to hopefully help with this.