Mapping Average Credit Quality Score before pulling in Excel

James Han shared this idea 7 years ago
Under Consideration

Is there a way to convert this numerical score into the grade (AAA, AA, A, etc...) level in Excel?

Right now, the output is a number and we have to reference a table to perform a vlookup to show the grade level.

On a fund page, it shows - 5.00 (AA)

sarah@waldenwealth.com

Replies (3)

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Sean Janni - 7680 sean@prairieviewpartners.com


Hi Carl and Kimberly,


I’m trying to create the formula to enable my spreadsheet to populate the credit scores of the respective funds that I have input, but the field will only return a number that corresponds to a credit rating(1.00=AAA) I’ve discovered each number represents a credit score, but it’s not intuitive on its own. Is there a different formula that I can use in order to get the letter rating to populate? I’ve pasted the formula that I’ve been using for reference below.


YCP("SPXU","average_credit_quality_score")


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Is this request really to just add an info point that is the letter version (string) of the credit rating? And have that info point avail in Excel?


Also, Can we share an Excel formula with these folks that interprets the score for a short term hack?

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Not Excel, but the ability to use this in the site in tolls such as Comp Tables. We have it on quote pages but it isn't available anywhere else.


Requested by Jire Baran and Todd Brauer at Neuberger Berman ($63k)


/e47f2fb2df3738882353e83be68cd883

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