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Change chart's data source by drop-down criteria

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kylekd Change chart's data source by... 01-19-2012, 02:56 AM
teylyn Re: Change chart's data... 01-19-2012, 04:30 AM
teylyn Re: Change chart's data... 01-19-2012, 04:32 AM
kylekd Re: Change chart's data... 01-19-2012, 05:34 AM
  1. #1
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    Change chart's data source by drop-down criteria

    I'm not sure but my problem might be similar to the one linked below.
    However, I can't access the excel sheet (using excel 2003) which makes it difficult to relate to the solution.
    http://www.excelforum.com/excel-char...wn-window.html

    My problem:
    I have data formatted by month for various departments and each department has 3 budgeting categories.
    See attached excel.
    Basically, if anyone clicks the drop down and selects a month, the chart's data source will need to dynamically change to include only that month's data.

    I'm comfortable using formulas or VB, which ever may be more efficient.

    Create chart from data source based on dropdown criteria.xls

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    Re: Change chart's data source by drop-down criteria

    Hello,

    Jon Peltier has a wealth of articles about dynamic charts at http://peltiertech.com/Excel/Charts/Dynamics.html

    With regards to your file:

    Drop the merged cells in row 3. Use "Center across selection" in the horizontal alignment options instead of merged cells. This will save you a lot of headaches further down the line.

    To create a dynamic chart, you will need some kind of OFFSET() formula to define named ranges to feed the chart. The order of the data table is a bit irritating, though. Normally, I'd expect to see the months progress from left to right. In your data table, the most current month is on the left. What will happen the next month? Will you insert new columns for December? That will probably break formulas, unless you know how to use formulas that don't shift with the cells.

    So, my advice is: create a table where the time line goes from left to right. Use dynamic ranges with Index or Offset that are calculated based on the date selected in E12.

    And, finally, a stacked column chart is not the best chart to compare the values of a single data series. For example: is the purple for "Non-billable efforts" for IT higher or lower than the purple for AG? Comparisons like that are best done in a panel chart. Again, Jon Peltier's site has very good articles and tutorials about those.

    Have a read.

    Relax.

    Take some time to digest it.

    Then come back and we'll work out how to apply it to your data.

    cheers,

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    Forum Expert teylyn's Avatar
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    Re: Change chart's data source by drop-down criteria

    and with regards to this:

    I can't access the excel sheet (using excel 2003) which makes it difficult to relate to the solution.
    The compatibility pack is a free download from Microsoft, which enables viewing XL 2007 and later workbooks with XL 2003.

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    Re: Change chart's data source by drop-down criteria

    I really appreciate your speedy reponse teylyn. I see your point and will definitely take up your advice on reordering the timeline and using panel charts instead.

    Looking into offset/index a bit more as well as Jon's tutorials and hopefully I'll be back with a solution J.

    And, my gosh there's a compatibility pack!

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