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.

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.

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.