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Excel Dashboards Without VBA Scripting?
Fellow Forum Members,
I'm using Excel 2007 and my objective is to setup a trading log that tracks my performance with charts that dynamically update to applied custom date range filters. Otherwise known as Excel Dashboards. The link below shows screenshots of the dashboard I am trying to emulate with Excel 2007. http://www.fxtraderlog.com/screenshots.htm I have all my trading data laid out in a tabular format simlar to what is shown in the top screenshot. My tabular layout differs in that it includes 4 additional columns. My chronological data layout I'm using seems to be troublesome for conventional Excel charting methods. When I apply custom filters for open dates and close dates, my Excel charts do not dynamically react. What I have determined is that I need to bypass the conventional charting methods used in Excel and focus instead on using an Excel Addin that will let me setup a dashboard similar to what is shown in the screenshots. Can anyone out there help me out by recommending to me any Excel Addin that will let me setup an Excel Dashboard with no VBA programming? Any help that will help me get past these two hurdles will be greatly appreicated. Thanks. |
#2
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Excel Dashboards Without VBA Scripting?
Hi,
You do not necessarily need VBA, you may be able to do some or all of your process using dynamic range names. You should take a look around Jon Poltier's web site for various examples: http://peltiertech.com/Excel/Charts/ -- If this helps, please click the Yes button. Cheers, Shane Devenshire "binar" wrote: Fellow Forum Members, I'm using Excel 2007 and my objective is to setup a trading log that tracks my performance with charts that dynamically update to applied custom date range filters. Otherwise known as Excel Dashboards. The link below shows screenshots of the dashboard I am trying to emulate with Excel 2007. http://www.fxtraderlog.com/screenshots.htm I have all my trading data laid out in a tabular format simlar to what is shown in the top screenshot. My tabular layout differs in that it includes 4 additional columns. My chronological data layout I'm using seems to be troublesome for conventional Excel charting methods. When I apply custom filters for open dates and close dates, my Excel charts do not dynamically react. What I have determined is that I need to bypass the conventional charting methods used in Excel and focus instead on using an Excel Addin that will let me setup a dashboard similar to what is shown in the screenshots. Can anyone out there help me out by recommending to me any Excel Addin that will let me setup an Excel Dashboard with no VBA programming? Any help that will help me get past these two hurdles will be greatly appreicated. Thanks. |
#3
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Excel Dashboards Without VBA Scripting?
All of the techniques Charley Kyd talks about on http://exceluser.com and
demonstrated in his products use no VBA. They rely on dynamic names and on worksheet formulas to stay updated. - Jon ------- Jon Peltier, Microsoft Excel MVP Peltier Technical Services, Inc. http://PeltierTech.com/WordPress/ _______ "binar" wrote in message ... Fellow Forum Members, I'm using Excel 2007 and my objective is to setup a trading log that tracks my performance with charts that dynamically update to applied custom date range filters. Otherwise known as Excel Dashboards. The link below shows screenshots of the dashboard I am trying to emulate with Excel 2007. http://www.fxtraderlog.com/screenshots.htm I have all my trading data laid out in a tabular format simlar to what is shown in the top screenshot. My tabular layout differs in that it includes 4 additional columns. My chronological data layout I'm using seems to be troublesome for conventional Excel charting methods. When I apply custom filters for open dates and close dates, my Excel charts do not dynamically react. What I have determined is that I need to bypass the conventional charting methods used in Excel and focus instead on using an Excel Addin that will let me setup a dashboard similar to what is shown in the screenshots. Can anyone out there help me out by recommending to me any Excel Addin that will let me setup an Excel Dashboard with no VBA programming? Any help that will help me get past these two hurdles will be greatly appreicated. Thanks. |
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