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#1
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Can charts automatically change by entering new range of dates
I am creating a Dashboard report for my Accounting department at work and I
have a weekly one I set up with links for the series of a chart to another worksheet. Easy. But what I am trying to do is instead of creating a new one each week by changing the link location for the data is there a way I can just enter in a range of dates and the charts automatically change and filer in the new data without me having to change the link in the series where the data entry is coming from?? |
#2
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Can charts automatically change by entering new range of dates
You can define a dynamic range that adjusts to dates you enter into cells. I
wrote a somewhat involved tutorial which you may be able to adapt: http://pubs.logicalexpressions.com/P...cle.asp?ID=246 - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Sean Moor" wrote in message ... I am creating a Dashboard report for my Accounting department at work and I have a weekly one I set up with links for the series of a chart to another worksheet. Easy. But what I am trying to do is instead of creating a new one each week by changing the link location for the data is there a way I can just enter in a range of dates and the charts automatically change and filer in the new data without me having to change the link in the series where the data entry is coming from?? |
#3
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Can charts automatically change by entering new range of dates
Thanks for the reply Jon. Unfortunately I was not able to understand that
tutorial and I don't know much easier you can explain it to me. Really just wanna have my charts created basically by entering in a range of dates anywhere in the spreadsheet and have the chart automatically read that and know where the range of data is and be able to be produced automatically instead of having to change the series inside the chart data everytime I want to see a new chart. Sean "Jon Peltier" wrote: You can define a dynamic range that adjusts to dates you enter into cells. I wrote a somewhat involved tutorial which you may be able to adapt: http://pubs.logicalexpressions.com/P...cle.asp?ID=246 - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Sean Moor" wrote in message ... I am creating a Dashboard report for my Accounting department at work and I have a weekly one I set up with links for the series of a chart to another worksheet. Easy. But what I am trying to do is instead of creating a new one each week by changing the link location for the data is there a way I can just enter in a range of dates and the charts automatically change and filer in the new data without me having to change the link in the series where the data entry is coming from?? |
#4
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Can charts automatically change by entering new range of dates
And BTW would it be easier to be creating a macro for this setup or no?.. If
so whats the best place I can go to to find out an easy macro setup? "Sean Moor" wrote: I am creating a Dashboard report for my Accounting department at work and I have a weekly one I set up with links for the series of a chart to another worksheet. Easy. But what I am trying to do is instead of creating a new one each week by changing the link location for the data is there a way I can just enter in a range of dates and the charts automatically change and filer in the new data without me having to change the link in the series where the data entry is coming from?? |
#5
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Can charts automatically change by entering new range of dates
Excel isn't magic, it needs a mechanism to know that the two dates you enter
refer somehow to the total data range, and to apply the subset of the data range to the chart. The tutorial I cited provides that mechanism. - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Sean Moor" wrote in message news Thanks for the reply Jon. Unfortunately I was not able to understand that tutorial and I don't know much easier you can explain it to me. Really just wanna have my charts created basically by entering in a range of dates anywhere in the spreadsheet and have the chart automatically read that and know where the range of data is and be able to be produced automatically instead of having to change the series inside the chart data everytime I want to see a new chart. Sean "Jon Peltier" wrote: You can define a dynamic range that adjusts to dates you enter into cells. I wrote a somewhat involved tutorial which you may be able to adapt: http://pubs.logicalexpressions.com/P...cle.asp?ID=246 - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Sean Moor" wrote in message ... I am creating a Dashboard report for my Accounting department at work and I have a weekly one I set up with links for the series of a chart to another worksheet. Easy. But what I am trying to do is instead of creating a new one each week by changing the link location for the data is there a way I can just enter in a range of dates and the charts automatically change and filer in the new data without me having to change the link in the series where the data entry is coming from?? |
#6
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Can charts automatically change by entering new range of dates
I don't think a macro would be any easier than setting up a worksheet- or
formula-based solution, especially if you're not familiar with VBA. There are no "easy macro setups" if you don't know how to set up the problem. VBA isn't magic, it only does what Excel can do, but allows you to do it automatically. I suggest you refer to the tutorial I cited, perhaps after reading about dynamic charts and defined names. Dynamic Charts: http://peltiertech.com/Excel/Charts/Dynamics.html http://peltiertech.com/Excel/Charts/...umnChart1.html http://peltiertech.com/Excel/Charts/DynamicLast12.html http://peltiertech.com/Excel/Charts/...hartLinks.html - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Sean Moor" wrote in message ... And BTW would it be easier to be creating a macro for this setup or no?.. If so whats the best place I can go to to find out an easy macro setup? "Sean Moor" wrote: I am creating a Dashboard report for my Accounting department at work and I have a weekly one I set up with links for the series of a chart to another worksheet. Easy. But what I am trying to do is instead of creating a new one each week by changing the link location for the data is there a way I can just enter in a range of dates and the charts automatically change and filer in the new data without me having to change the link in the series where the data entry is coming from?? |
#7
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Can charts automatically change by entering new range of dates
Hey Jon,
Wow thanks for those links. The one I found that will work the best is the Interactive Chart Creation as anyone can pick where they want the chart to go and what data boom done. Few questions though. It does come up as a built-in chart style which I would prefer either a column or pie chart instead is there a way in the macro/vbe to change so instead of the built-in one thats in there to make a different kind of chart instead so I don't have to change the chart type after its created. As well for my weekly report I do end up having around 4 different charts plotting 2 stats on each. Is there a way with this interactive setup to generate 4 different charts at one time like that instead of doing one and then just following the same set up and doing it again to 3 more? Thanks again "Jon Peltier" wrote: I don't think a macro would be any easier than setting up a worksheet- or formula-based solution, especially if you're not familiar with VBA. There are no "easy macro setups" if you don't know how to set up the problem. VBA isn't magic, it only does what Excel can do, but allows you to do it automatically. I suggest you refer to the tutorial I cited, perhaps after reading about dynamic charts and defined names. Dynamic Charts: http://peltiertech.com/Excel/Charts/Dynamics.html http://peltiertech.com/Excel/Charts/...umnChart1.html http://peltiertech.com/Excel/Charts/DynamicLast12.html http://peltiertech.com/Excel/Charts/...hartLinks.html - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Sean Moor" wrote in message ... And BTW would it be easier to be creating a macro for this setup or no?.. If so whats the best place I can go to to find out an easy macro setup? "Sean Moor" wrote: I am creating a Dashboard report for my Accounting department at work and I have a weekly one I set up with links for the series of a chart to another worksheet. Easy. But what I am trying to do is instead of creating a new one each week by changing the link location for the data is there a way I can just enter in a range of dates and the charts automatically change and filer in the new data without me having to change the link in the series where the data entry is coming from?? |
#8
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Can charts automatically change by entering new range of dates
The procedure as posted is pretty simple. It can certainly be made as
complicated as you'd like, changing the chart type (I think it uses the default, so you could change your default to make different types), even making multiple charts from a single selected range. Without knowing details, it's not easy to make specific recommendations, and of course, this starts to become a development project once it starts to grow custom features. - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Sean Moor" wrote in message ... Hey Jon, Wow thanks for those links. The one I found that will work the best is the Interactive Chart Creation as anyone can pick where they want the chart to go and what data boom done. Few questions though. It does come up as a built-in chart style which I would prefer either a column or pie chart instead is there a way in the macro/vbe to change so instead of the built-in one thats in there to make a different kind of chart instead so I don't have to change the chart type after its created. As well for my weekly report I do end up having around 4 different charts plotting 2 stats on each. Is there a way with this interactive setup to generate 4 different charts at one time like that instead of doing one and then just following the same set up and doing it again to 3 more? Thanks again "Jon Peltier" wrote: I don't think a macro would be any easier than setting up a worksheet- or formula-based solution, especially if you're not familiar with VBA. There are no "easy macro setups" if you don't know how to set up the problem. VBA isn't magic, it only does what Excel can do, but allows you to do it automatically. I suggest you refer to the tutorial I cited, perhaps after reading about dynamic charts and defined names. Dynamic Charts: http://peltiertech.com/Excel/Charts/Dynamics.html http://peltiertech.com/Excel/Charts/...umnChart1.html http://peltiertech.com/Excel/Charts/DynamicLast12.html http://peltiertech.com/Excel/Charts/...hartLinks.html - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Sean Moor" wrote in message ... And BTW would it be easier to be creating a macro for this setup or no?.. If so whats the best place I can go to to find out an easy macro setup? "Sean Moor" wrote: I am creating a Dashboard report for my Accounting department at work and I have a weekly one I set up with links for the series of a chart to another worksheet. Easy. But what I am trying to do is instead of creating a new one each week by changing the link location for the data is there a way I can just enter in a range of dates and the charts automatically change and filer in the new data without me having to change the link in the series where the data entry is coming from?? |
#9
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Can charts automatically change by entering new range of dates
Sounds great ya I was trying out a few things at work and I can easily change
the chart type by changing the default and the basic outlook of the chart just in the VBE, going to be nice to learn all of it. Only thing is the options I like with the popup asking where the chart to be put but when it asks for where the data is from I want to be able to type say May 12 and have 4 charts come up with the data I have in my system from May 12. Like for example one chart would be my cash/charge sales, one would be my accounts opened/closed, one would be $/contract compared to last year and finally my Month to Date sales compared to last years. Those are the 4 charts I want to create based on just entering in a date. I am thinking once I get it going I'll probably have to in the code write alot of IF='s right? like basically if=May 12 then it knows where to find the data and then create 4 charts out of it? Thanks "Jon Peltier" wrote: The procedure as posted is pretty simple. It can certainly be made as complicated as you'd like, changing the chart type (I think it uses the default, so you could change your default to make different types), even making multiple charts from a single selected range. Without knowing details, it's not easy to make specific recommendations, and of course, this starts to become a development project once it starts to grow custom features. - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Sean Moor" wrote in message ... Hey Jon, Wow thanks for those links. The one I found that will work the best is the Interactive Chart Creation as anyone can pick where they want the chart to go and what data boom done. Few questions though. It does come up as a built-in chart style which I would prefer either a column or pie chart instead is there a way in the macro/vbe to change so instead of the built-in one thats in there to make a different kind of chart instead so I don't have to change the chart type after its created. As well for my weekly report I do end up having around 4 different charts plotting 2 stats on each. Is there a way with this interactive setup to generate 4 different charts at one time like that instead of doing one and then just following the same set up and doing it again to 3 more? Thanks again "Jon Peltier" wrote: I don't think a macro would be any easier than setting up a worksheet- or formula-based solution, especially if you're not familiar with VBA. There are no "easy macro setups" if you don't know how to set up the problem. VBA isn't magic, it only does what Excel can do, but allows you to do it automatically. I suggest you refer to the tutorial I cited, perhaps after reading about dynamic charts and defined names. Dynamic Charts: http://peltiertech.com/Excel/Charts/Dynamics.html http://peltiertech.com/Excel/Charts/...umnChart1.html http://peltiertech.com/Excel/Charts/DynamicLast12.html http://peltiertech.com/Excel/Charts/...hartLinks.html - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Sean Moor" wrote in message ... And BTW would it be easier to be creating a macro for this setup or no?.. If so whats the best place I can go to to find out an easy macro setup? "Sean Moor" wrote: I am creating a Dashboard report for my Accounting department at work and I have a weekly one I set up with links for the series of a chart to another worksheet. Easy. But what I am trying to do is instead of creating a new one each week by changing the link location for the data is there a way I can just enter in a range of dates and the charts automatically change and filer in the new data without me having to change the link in the series where the data entry is coming from?? |
#10
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Can charts automatically change by entering new range of dates
Here's that development project I alluded to. You need to change the
interface, replacing the simple inputbox with a userform to list the available dates. Then the code has to somehow examine the data and parse out just what you need. Or... You could set up a filter on your data, and use it to display the date you want, and hide the rest. By default, data in hidden cells do not appear in the chart. That's if the dates are in a single column, with the data lined up in sequential rows. If you have different columns for each date's data, use something like this: http://peltiertech.com/Excel/Charts/ChartByControl.html - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Sean Moor" wrote in message ... Sounds great ya I was trying out a few things at work and I can easily change the chart type by changing the default and the basic outlook of the chart just in the VBE, going to be nice to learn all of it. Only thing is the options I like with the popup asking where the chart to be put but when it asks for where the data is from I want to be able to type say May 12 and have 4 charts come up with the data I have in my system from May 12. Like for example one chart would be my cash/charge sales, one would be my accounts opened/closed, one would be $/contract compared to last year and finally my Month to Date sales compared to last years. Those are the 4 charts I want to create based on just entering in a date. I am thinking once I get it going I'll probably have to in the code write alot of IF='s right? like basically if=May 12 then it knows where to find the data and then create 4 charts out of it? Thanks "Jon Peltier" wrote: The procedure as posted is pretty simple. It can certainly be made as complicated as you'd like, changing the chart type (I think it uses the default, so you could change your default to make different types), even making multiple charts from a single selected range. Without knowing details, it's not easy to make specific recommendations, and of course, this starts to become a development project once it starts to grow custom features. - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Sean Moor" wrote in message ... Hey Jon, Wow thanks for those links. The one I found that will work the best is the Interactive Chart Creation as anyone can pick where they want the chart to go and what data boom done. Few questions though. It does come up as a built-in chart style which I would prefer either a column or pie chart instead is there a way in the macro/vbe to change so instead of the built-in one thats in there to make a different kind of chart instead so I don't have to change the chart type after its created. As well for my weekly report I do end up having around 4 different charts plotting 2 stats on each. Is there a way with this interactive setup to generate 4 different charts at one time like that instead of doing one and then just following the same set up and doing it again to 3 more? Thanks again "Jon Peltier" wrote: I don't think a macro would be any easier than setting up a worksheet- or formula-based solution, especially if you're not familiar with VBA. There are no "easy macro setups" if you don't know how to set up the problem. VBA isn't magic, it only does what Excel can do, but allows you to do it automatically. I suggest you refer to the tutorial I cited, perhaps after reading about dynamic charts and defined names. Dynamic Charts: http://peltiertech.com/Excel/Charts/Dynamics.html http://peltiertech.com/Excel/Charts/...umnChart1.html http://peltiertech.com/Excel/Charts/DynamicLast12.html http://peltiertech.com/Excel/Charts/...hartLinks.html - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Sean Moor" wrote in message ... And BTW would it be easier to be creating a macro for this setup or no?.. If so whats the best place I can go to to find out an easy macro setup? "Sean Moor" wrote: I am creating a Dashboard report for my Accounting department at work and I have a weekly one I set up with links for the series of a chart to another worksheet. Easy. But what I am trying to do is instead of creating a new one each week by changing the link location for the data is there a way I can just enter in a range of dates and the charts automatically change and filer in the new data without me having to change the link in the series where the data entry is coming from?? |
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