Dividends FI Dashboard

Dividends FI Dashboard-V1

Nomad FI Dashboard-V6 [Syncing Report for MAY24]

Dividends Dashboard (Draft)

Syncing FI Dashboards [For Automation][Work in Progress]

Notes:

  • Add VAPP % (with Conditional Formatting)

  • Set Allocation < 10 rows (eg Truncate Income Funds)

  • Exclude Cash, Cash Inv, Balanced (Trendline)

  • Include Cash Tr in Allocation + A%

Prelim Dates:

  • 29-MAY-24 (Wed) - V1 [Prelim][COMPLETE]

  • 1-JUN-24 (Sat) - V2 [Update Sync]

  • 2-JUN-24 (Sun) - V3 [Final MAY24 Version]

  • 5-JUN-24 (Wed) - [Test JUN24 Automation]

  • 8-JUN-24 (Sat) - [Finalize JUN24 Automation]

Notes for Automation: [See Syncing FI Dashboards for reference]

  • Sync same details between Nomad and Divs FI [Remove APPCPTMV Tab. Added: EFI Tar and EKSuper Tar Columns]

  • 2 Active Tabs: EFI+EKSuper and Divs for Dividends FI Dashboard [Removed the rest]

  • Update formulas in source data spreadsheet in Live file

  • Consolidate to one table in source data in FI Dashboard

  • Automate MAY24, reference APR24

  • Prepare for JUN24 Automation in both Nomad and Divs FI Dashboards

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