For example, enter the text "Jan" or "January" in an empty cell. Select the cell and
click the mouse on the lower right corner of the cell border. Then drag the selected
cell a few cells to the right or downwards. When you release the mouse button, the
highlighted cells will be filled with the names of the months.
The predefined series can be found under Tools - Options - Spreadsheet - Sort
Lists. You can also create your own lists tailored to your needs, such as a list of
your company's branch offices. When you use the information in these lists later
(for example, as headings), just enter the first name in the list and expand the entry
by dragging it with your mouse.
Automatically Calculating Series
1. Enter a number in a cell.
2. With the mouse, drag the bottom right corner of the cell downwards.
3. When you release the mouse button, the cells selected in this manner are filled
with numbers. The number you entered is increased by 1 in each case.
If you have selected two or more adjacent cells, that contain different numbers,
and you drag these together, any recognizable arithmetic pattern of the numbers is
An example: If A1 contains the number 1 and A2 the number 3, then joint copying
of the two cells by dragging downwards causes the series to continue with 5, 7, 9,
11 and so on.
1. First select the range in the table that you want to fill.
2. In the dialog, which you can open by choosing Edit - Fill - Series, select the
type of series. For example, select 2 as the starting value, 2 as the increment and
Growth as the Series type. The result in this case is a list of the powers of 2.
Chapter 4 Creating Spreadsheets With StarOffice Calc 251
You can also automatically fill in series of dates. For example, to insert the first
date of each month of the year as row headers:
1. Enter a date, such as "1/1/03", into a cell (without the quotation marks).
2. Select this cell and the 11 cells below it.
3. Choose Edit - Fill - Series.
4. In the dialog, select Month under Time unit. Click OK.
The first day of each month automatically appears in the selected cells.
Managing Your Stock Portfolio
This template will be of interest to anyone who owns shares. StarOffice Calc port-
folio management offers you an overview of your shareholdings, any movements,
buying prices, market values and much more besides. In the following sections,
we explain how you can manage your own portfolio with StarOffice.
You can always find out the current daily stock prices for your shares from news-
papers, but they are much more current if you get them online, over the Internet.
StarOffice comes with a template that you can fill with your data. You will find
the StarOffice Calc Stocks Manager file in File - New - Templates and Docu-
ments - Finances category.
First open the Stocks Manager template delivered with StarOffice. We will be
working with this document in the following section.
252 StarOffice™ 7 User's Guide
Selecting the Currency
In the Portfolio Currency dialog, in the list box, select the currency you prefer. In
this dialog, specify the currency for your portfolio as well as the stock exchange
used for an Internet update of the values.
To use more than one currency for your portfolio, create a second document
using the template.
Confirm your selection with OK.
Your portfolio management template consists of three components:
the actual portfolio overview,
the representation of individual movements (transactions),
and the fees charged for each transaction.
In order to work with the stocks manager, you first have to enter a few values in
your portfolio. For the purposes of this description we use the shares from
Airtrans Inc. (ticker number 123456), price $18, 300 shares.
It is easy to apply this transaction to the portfolio overview using this template.
1. Click the Buying Shares button.
2. Enter the sample values in the boxes for the name of the stock, the ticker
symbol, the quantity and price.
3. Confirm your entries with OK.
A new line is created for this transaction in the portfolio overview where you can
see all the pertinent figures.
A new line is created on the Movements tab.
In your portfolio overview, you can take into account shares with a buying price
of zero (for example, free shares) or shares for the selling price. A separate dialog
alerts you to these shares.
Chapter 4 Creating Spreadsheets With StarOffice Calc 253
The portfolio overview gives you a current overview of all individual positions in
This tab page contains the following columns:
This column displays the name and/or ticker symbol
for the stock.
This is the unique stock identification code.
Current number of shares
Each Purchased at
This contains the average purchase price per share,
taking into account the commission that was paid.
Example: You purchase 10 shares at 10 dollars each
and pay a commission of 20 dollars. The purchase
price of the shares (without commission) is thus 100
dollars (10 shares * 10 dollars). But the price you actu-
ally paid for the shares (taking into consideration the
commission) is 120 dollars (10 shares * 10 dollars + 20
dollars). If you divide this figure by the number of
shares purchased, you will find that the price you
paid per share was 12 dollars.
Enter the current price of the stock here.
This tells you the total cost for buying the current
holdings, taking into consideration the commission
In this column you have the possible profit from
selling at the current stock price (market value) less
Potential Profit (amount) This displays the possible profit or loss if sold at the
current market price, taking into account the commis-
sion as an amount and the change as a percentage.
In this column you can see profits already realized
from previous sales and dividends paid.
254 StarOffice™ 7 User's Guide
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With Help Tips turned on, move the mouse pointer over the headers of the sheet.
Brief explanations of the functionality of the headers appear as you move the
mouse over them.
The Current Price column (the entries in this column are in different colors) is the
column where you edit the figures. All other columns are calculated automatically
or are filled in through the input screen.
Today, at the end of a positive fiscal year, you receive a new stock price for
Airtrans Inc. from the Internet. News of the dividend (distributed today), fixed at
$1.15 a share, has caused the stock price to rise to $37.60.
To apply the current stock price, click the cell containing the current price of
Airtrans Inc. and enter the new value. Confirm the entry. After you have
confirmed the entry, all figures associated with this value will be updated. Thus
you have an immediate overview of all information at your finger tips.
The Internet Update makes it even easier to apply the current values. (In our ficti-
tious example, this is not possible. Please try it with shares for a real company).
Click the Internet Update button to update the values in your portfolio. To check
if the values are indeed the most current, position your mouse pointer on the
Current Price field. (The Help Tips must be active.) You will see the date and time
of the last update.
History (Only for US Dollars)
This is where you can see the price changes for specific shares over a certain
period of time.
1. Click the History button to open the dialog in which you specify the share
name, the start date and end date as well as the split.
2. Confirm with OK.
A new chart will be created with your settings.
Chapter 4 Creating Spreadsheets With StarOffice Calc 255
To take the dividend into consideration, click the Dividend Payment button.
Select the appropriate entry in the list box (in our example Airtrans Inc.)
In the Dividends/Stocks field, enter $1.15, or in the Total Dividends field enter
$345 (300 shares * $1.15).
Confirm your entries with OK.
The dividend that has been paid is added in the Realized Profits column and is
posted on the Transactions tab in the Dividend Paid column and in Realized
Profit. This is the current page view.
To switch back to the portfolio overview again, click the Sheet tab of the same
Since Airtrans Inc. has actually made some money, you've decided to sell 100
shares. We have placed a sell order at the current stock price with the brokerage
firm, and will proceed based on the execution of the order.
1. Click the Selling Shares button to accept this transaction into the portfolio
2. Select the appropriate entry in the list box (in our example Airtrans Inc.)
3. The entry screen shows you all the relevant values for Airtrans Inc. as well as
an overview of fees that are payable as a result of these transactions.
4. In the Quantity field, change the setting to 100. The total number of shares of
Airtrans Inc. held in the account is 300, but only 100 shares are to be sold.
5. Confirm your entries with OK.
The profit created by this transaction is added into the Profits Realized column
and is recorded in a newly created line on the Movements tab page.
256 StarOffice™ 7 User's Guide
A stock split is the change from old shares to new shares, whereby the number of
shares usually doubles in a 1 to 2 split and the value gets cut in half. The point of
this is, among other things, to make shares at least appear cheaper.
1. In order to accommodate this action in the overview, click the Stock Split
The Stock Split input mask will appear.
2. Fill out the fields: Name of Stock, Exchange Rate (old->new), Exchange Date.
3. Confirm with OK.
This gives you an overview of all transactions you have initiated for your account.
This page contains the following columns:
This column displays the name and/or ticker symbol
for the stock.
Date of the transaction
Shares purchased are represented by positive numbers
and shares sold are represented by negative numbers.
Actual buying or selling price
Costs of buying or selling
The current commission for the transaction calculated
as a percentage
Minimum commission applying to this transaction
Fixed costs of this transaction
Commission actually paid for this transaction
Summary of costs (number of shares * current price +
Chapter 4 Creating Spreadsheets With StarOffice Calc 257
Proceeds realized (number of shares + selling price -
Number of shares purchased
Number of shares sold
The number of shares purchased minus the number of
shares already sold
Costs of On Hand
Proportional costs for purchasing the remaining shares
The sales proceeds after deducting the commission
The total amount of dividends paid
In this column you can see profits (hopefully) already
realized from previous sales, and dividends paid.
In order to buy or sell stock, you need access to a market (stock exchange) where
the shares are traded. It is customary in the United States to submit your orders
through a brokerage company and pay fees to them. In many other countries,
banks and savings and loans companies are associated with such transactions.
Whether the order is placed through a bank or a brokerage company, you will
invariably pay a brokerage fee for each transaction. This page takes these fees into
account. Here you will find a breakdown of the brokerage fee to pay. Tradition-
ally, this fee has been a percentage of the total value of the transaction, although
flat rate fees are now common in the United States. In our example, the fee is 1% of
the total transaction. Sometimes a minimum commission applies (in our example
$25). Your credit institution or brokerage company can provide you with this
information. Finally, a fixed amount is often charged in addition to other fees (for
example, telephone expenses). All of these fees are taken into consideration when
you calculate the actual return. This allows you to see the actual profit or loss you
have realized at any time, including fees.
258 StarOffice™ 7 User's Guide
Completing the Stocks Document
The document is now completely created and can be saved. In the following
section we use several examples to describe how you can make further adjust-
ments to this sheet.
If you want to prevent the values entered in a sheet from being modified by
another person, you must protect the sheet. To do this, display the Protect Sheet
dialog (Tools - Protect Document - Sheet). Enter a password, then click OK. You
can also protect the entire document. Then it is only possible to open it by entering
All cells in a newly created spreadsheet document have the "protected"
attribute. You can turn this attribute on and off on the Cell Protection tab page
of the Cell Attributes dialog, which you can open by choosing Format - Cells
or with the Format Cells context menu command.
The "Protected" attribute can be set or removed for each cell individually. In
any case, it does not take effect until you protect the entire sheet and/or the
entire document. You can apply this protection with Tools - Protect Document.
You can set a password for protecting the sheet and the document, but this is
not required. If a password is set, then protection can only be removed later by
entering the correct password. If no password is set, there is still effective
protection against your document being accidentally modified.
Sheet protection prevents modification of the contents of this specific sheet.
Document protection prevents the sheets from being inserted, deleted, resorted
If you have a document with confidential data that you want to protect from
being opened by unauthorized persons, you can protect it with a password.
The password for protection of the entire document is independent of the
Chapter 4 Creating Spreadsheets With StarOffice Calc 259
protection mechanism of cells, sheets and documents described above. To save
a document with a password, choose File - Save As and check the Save with
Creating a Reference
If you want to insert a value, say the result of your profits, into another sheet or
into another spreadsheet document, you must create a reference. Select the cell
where you want to insert the result and enter "=". Now select the cell that contains
the original result and press Enter. This cell can also be included in another
spreadsheet or in another file. The result is automatically inserted into the refer-
ence cell and is also updated if changes are made later.
You can drag the content of a cell to a cell in another document. You can either
choose to transfer a copy of the cell, as it now stands, into the other document or
create a link so that the other document always reflects the current content of the
The document created with this template is protected by default. To edit the cells,
you need to disable the protection through Tools - Protect Document - Spread-
sheet. You must repeat this step for every protected sheet in the document
including hidden sheets.
Inserting a Note
If you want to write a note to remind you to sell a certain share, select the relevant
cell and choose Insert - Note. A shadowed area appears in the document where
you can enter text. To make this note visible all the time, click in the relevant cell
(cells with notes have a small red dot in the corner, provided "Note Indicator" in
Tools - Options - Spreadsheet - View is marked), open the context menu and
choose Show Note. Otherwise, you only see the note when you move the mouse
pointer on to the cell.
260 StarOffice™ 7 User's Guide
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