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Advanced (AI) Chart, OFFSET, INDEX Formula Help

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    Advanced (AI) Chart, OFFSET, INDEX Formula Help

    Hello Excel Experts,

    This is going to be a long explanation. Therefore please bear with me. I have also attached a sample of the workbook with the desired outcome.

    In the attached workbook, you will have 4 sheets - Net Revenue Data, Qty Data, Promo Date and Desired Outcome. As the sheets' name suggest, Net Revenue Data and Qty Data contains Data of Net Revenue and Quantity respectively. Promo Date sheet contains the start and end date of a given promo and lastly, the desired outcome is what I want to accomplish in 1 Chart.

    A little explanation of the colored box:
    Dark Green - It is just basically to show YOU (don't have to be done) that, for this particular 'Promo', it has a promo period during that given time frame. The time frame (beginning and end date) can be found on 'Promo Date' Sheet.
    Yellow - This will be linked to an option button (option button have not been created), whereby, when user click on option button "Promo Single", it will show as 1, "Promo Double" option button will result in 2, "Promo Package" option button will result in 3, "Promo Bundle" will result in 4.
    Purple - This will be formulated ( I know how to formulate it through the use of Index, Match etc) where when a number shows up through the clicking of the option button (1, 2, 3, 4 etc), the value with respect to the number will show up ("Promo Single", ... , "Promo Bundle").
    Orange - I NEED A FORMULA FOR THIS! I need it to show what are the product(s) associate to the promo. i.e. notice that Promo Single has only 1 product, product A, whereas, Promo Bundle has 3 products, product A, product B and product C.

    The OBJECTIVE is therefore to have a formula that will give the values for Fiscal Year, Month, Promo, Net Revenue and Quantity (Row 12) where, when a user choose an option button, the fiscal year, month, promo, net revenue and quantity will be automatically be filled, and the Chart will be automatically 'updated'

    The LOGIC here is as follow:
    1. When a user click on a specific option button, say "Promo Bundle", cell B10 (yellow) would return a result of 4.
    2. Looking at 'Net Revenue Data' OR 'Qty Data' Sheet, 4 is the "Index" for 'Promo Bundle' - "Index" 1 is 'Promo Single' and so on.
    3. By "looking" below it's header, there's 3 products on that given promo - product A, B and C - where it will be be written and wrapped at D11-E11 (product A), F11-G11 (product B), H11-I11 (product C).
    4. A12 (Fiscal Year), B12 (Month), C12 (Promo) Headers will be fixed, BUT D12, E12, ... , ZZ12 will varies, depending on the number of products in a given Promo. However, it shall always have Net Revenue and Quantity of each product.
    5. Notice that the months are always different (Aug-11 - Apr-14 for Promo Single, Jun-11 - Apr-14 for Promo Double etc), that's because the start date of each promo is different. The '1st' month [Aug-11 (promo single), Jun-11 (promo double), Sept-11 (promo package) and Jul-11 (promo bundle)] shall always be 1 year (12 months) before the beginning of the promo date (found on 'Promo Date') and the 'last' month shall always be 1 year (12 months) after the ending of the promo date (found on 'Promo Date')

      PS: Note on Promo Date...although some promo dates starts NOT on the first day of the month, but I would like it to be on the first day of the month for easy referencing. Thus, if start date is on the 20th of Jan, it shall be considered to be 1st of January.

    6. Fiscal Year will only show as FY12, ..., FY14 NEXT to the month of May, with the exception on the '1st' month.
    7. Promo will have a value of 0 (zero) or the max value of Quantities of each product. This is to show the grey 'background' shaded area in the chart.
    8. Net Revenue and Quantity values are the sum of its respective products of a given promo on a particular month

    The logic sounds simple. However, since each promo has 1 to multiple products, with a different promo date, that result in a different '1st' and 'last' month, is there a way to actually have a formula that 'calculates' it? If it cannot be done, then I have no choice but to go with the current 'solution' and that is 1 chart per promo.

    Last but not least. Your help is greatly and deeply appreciated!!!
    Attached Files Attached Files
    Last edited by dluhut; 02-14-2013 at 12:50 PM. Reason: more explanation on the promo start date.

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