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Automating Brackets, and Sum above Brackets in Excel Chart

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    Automating Brackets, and Sum above Brackets in Excel Chart

    Hello-

    I have a few questions pertaining to my Chart in the attached.

    1) Is there a way to incorporate a bracket on top of the bars, just covering the Green (unrealized Gain), and then just the Red (unrealized loss), as well as summing up on top of the bracket, without doing this manually. If not a bracket something similar for presentation purposes. The goal is to not have to manually do this part weekly.

    2) In a legend, is there a way to have more than one for a column? For example, when I add in the Legend, it will just have the color Green for Series 1 (P&L column P). I would like to have Red, and Green for this series, so I can have a color for unrealized Gain, and Unrealized Loss. Right now the Red comes up but relates to the second horizontal axis.

    3) For colors, when I do a format data series, and invert if Negative, it doesn't look like all the bars are selected. If I click on a bar, a few are not highlighting. I am not sure what is going on here.
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    Re: Automating Brackets, and Sum above Brackets in Excel Chart

    Add another series as column, using formula to only display negative values. Make sure the series is on the Primary axis.
    Set the Overlap to 100. Format as Red. This is the losses series.

    Add 2 series to secondary axis and chart thier chart type to Line.
    Use formula to display points for positive and negative values. Set the value to be used to be more than the max so the lines appear above the columns and data labels.
    Attached Files Attached Files
    Cheers
    Andy
    www.andypope.info

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    Re: Automating Brackets, and Sum above Brackets in Excel Chart

    Is there a way to have a sum above this line? Example $59.9 for Green, and (39.9) for Red?

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    Re: Automating Brackets, and Sum above Brackets in Excel Chart

    Add a data label to one of the points. Or use another series where only the mid-point has a valid data value and use data labels.

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    Re: Automating Brackets, and Sum above Brackets in Excel Chart

    Chart question2.xlsx Andy....I mad a few tweaks to my data. Is there a way to add in column q countries below the names they correspond to on the horizontal access? Also, How do I add a data label to the lines you created in the Middle of the line? If you could by any chance provide detailed instructions like you did with secondary horizontal axis. I'm sorry, I'm sure it takes a lot of time, but it really helps me to understand. I now have the secondary horizontal axis down.

    Thank you

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    Re: Automating Brackets, and Sum above Brackets in Excel Chart

    data label in middle should be the total at bottom of column S, and T.

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    Re: Automating Brackets, and Sum above Brackets in Excel Chart

    First part is easy. Just add country name to cell being used for category label.

    I change the approach for brackets. Use a single data point XY-scatter series and include +/- X error bar.

    So change the 2 series chart types from Line to xy-scatter.
    Use select data to link cells to X and Y data ranges.
    Apply data labels and show Series Name.

    Select series and via Layout tab add Error Bars to each series.
    Delete the Y error bars.
    Select the X error bars and use the Custom button to set the plus and minus value linked to a cell.
    Format error bars line as required.
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    Re: Automating Brackets, and Sum above Brackets in Excel Chart

    I like how you set up countries below. I liked the legend titles previously, Total Unrealized gain, and Total Unrealized Loss. Is that possible to have and still have data labels? Both data labels right now are the same. Also, does that formula 15 still in place?

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    Re: Automating Brackets, and Sum above Brackets in Excel Chart

    Well you need something in place to determine start and finish points of profit/gain spread. If it's not dynamic you can simply enter the values in a cell.

    If you want the legend to show show thing different then you cen either add more dummy series and use them simply for legend labelling. Or you can link data labels to cells so the information displayed is correct.

    Use this approach to link data label to cell.
    http://www.andypope.info/tips/tip001.htm

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    Re: Automating Brackets, and Sum above Brackets in Excel Chart

    I am lost with the x, y, and error bar you crated. Now the line goes outside just what's in green or red. I do like the little bars at end of line though. The attached approach isn't helping me. I know how to do the simple chart stuff, but this goes beyond my head. Also, can I increase the font size for the avg% wgt, ctr, and country without increasing the font of the names of companies?

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    Forum Guru Andy Pope's Avatar
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    Re: Automating Brackets, and Sum above Brackets in Excel Chart

    Formatting for all the text in that secondary axis will be the same.

    You have complete control over the position of the xy series data points and how far left and right the error bars extend. All you need to do is calculate the values used.

    To be honest if it's too complicated then don't do it. KISS and do it manually.

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