Create Dynamic Range With Updating Chart
Jul 8, 2014
I have created a spreadsheet which uses data validation to allow a user to select a company, start Date, end date, and projected months in order to output different figures. I have attached a spreadsheet to this post in case that was hard to understand.
Since there is data validation, indexing, and matching going on, as different selections are made, various tables change as a result. Uou will be able to see what I mean as you open the example sheet and start messing around with the data validation boxes.
The problem I am encountering now, is creating an exponential graph that will also keep changing as the user changes their selections in the data validation boxes. I am unsure if this is even possible, but I figured it was worth a shot to ask. On the example sheet, I have included a graph similar to the one I want, but it only contains data in a certain range of cells, rather than dynamically changing to accommodate whatever data is outputted.
Here is what I am looking for in the graph:
1. Whatever dates are selected by the user in the data validation boxes, along with the projected dates will be on the x-axis.
2. The PMPM figures associated with the selected dates, and the projected dates on the y-axis.
3. Ability to make different selections from the data validation boxes and still have a dynamic chart that keeps updating itself.
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Jun 21, 2008
I have a chart that display data from a dynamic named range. Problem is the chart only displays the correct data when I first input the named range into the data source on the first attempt. When the dynamics of the named range change, the range the chart displays remains the same. I have read another post on here where someone had the solution, but I couldnt get it to work for me.
I am inputting the named range into Data Source-> Data Range. The other thread said to put the named range into Data Source-> Series. I am unable to enter my named range into Series. I have also tried putting the .xls filename followed by !(named range) into the series boxes but excel will not allow me to do this either.
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Aug 12, 2012
I am trying to create a horizontal bar chart with a product code data set. The number of codes will increase over time. For each product code there may it may not be a sales value and that sales value will increase over time. I am trying to plot the product codes on the y axis and sales value in the x axis.
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Mar 25, 2007
I could need a code for a Combo Box to selects the range in Column A. The range includes all non-blank cells.
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Apr 17, 2014
I have a table of company data, and I want to be able to select different companies data and create a chart automatically perhaps by pressing a 'create' button.
The table data contains three values I want to populate in the chart: red & green sales which I would like shown as a stacked bar, and red as a percentage of total sales which I would like on a different axis as a line.
I tried to create a macro but my VBA skills are almost non-existent.
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Jul 27, 2012
I've created my dynamic named ranges using the OFFSET function, ex.
="OFFSET(SAMPLE!$D$4,1,0,COUNTA(SAMPLE!$D:$D)-1,1)"
I'm now trying to get my chart to use that range. I read at [URL] .... that I need to make sure my series reference is a fully qualified reference. So I've entered that series reference using the name of the workbook followed by the range name (=2012-PIRS.xlsx!SAM_CLAR2DEL). I have two copies of my workbook (one as xlsm with VBA project, and one with xlsx without VBA) and I can't get Excel to accept the series value in either workbook.
ERROR MSG:
The formula you typed contains an error. Try one of the following:
- Make sure you've included all parentheses and required arguments.
- To use a function, click Insert Function on the Formulas tab (in the Function Library group).
- If you include a reference to another sheet or workbook, verify that the reference is correct.
- If you are not trying to enter a formula, avoid.........
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Nov 11, 2013
Is it possible to create a dynamic chart, where "networkdays" is incorporated? You will in other words have a start day and an end day, and the chart will be drawn of the periods in between.
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Oct 11, 2009
I have a worksheet with 300 rows and I have a separate worksheet that contains graphs based on the data in the 300 rows.
The data is continually updated but stays at 300 rows. I add a new row at 301 and then I delete row 1.
I set the graphs up with a Chart Data Range of =GData!$B$1:$AB$300
As I add and delete rows the Chart Data Range reduces so after adding and deleting 3 rows the Chart Data Range is now =GData!$B$1:$AB$297
How can I get the Chart Data Range to stay at =GData!$B$1:$AB$300?
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May 20, 2013
I need drop-down combo box to change a graph based on the option selected in the drop-down
Challenge: my Combo box resides on the First sheet only, but the items that populate in the drop-down list are dynamic and change depending on how many sheets exist for this document. The options in the list are Overall, Week 1, Week 2, ... Week N. Overall needs to sum up the data (or I can pull just from the summary page if I am lazy) and the Week N corresponds to a specific sheet added.
I currently am able to get my drop down to populate items correctly, and my macros to create the sheets dynamically with templates just fine (not bad for newbie).
So what I need to figure out is how to tie my drop down to make a scatter plot/bar graph based on the selected option and action. I can't find an attachment option here but here is some code:
Sheet 1 Code:
Code:
Private Sub Worksheet_Activate()
Me.ComboBox1.Clear
Me.ComboBox1.AddItem "Overall"
[Code].....
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Apr 17, 2014
I have never used charts in excel unfortunately. I just finished watching a few tutorials but still a little confused. I have a WS with a list of items I want to make various charts of how do you make a chart that adjusts when new items are added? (thus dynamic data) Do you need a macro to do this or is it just standard by defining a range within that sheet?
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Sep 3, 2008
Imagine I am plotting characteristics of a monopoly game: each row of my data represents one property and has a number of characteristics in columns. I have a scatter plot that draws several series from data in a filtered list. This lets me turn some of the points on and off by changing the filters, because the chart only plots the points that are visible. I'm remaking this chart using named ranges so that it will update each series automatically as the named ranges change. I'm doing this because I occasionally want to move datapoints (i.e. rows in the original data) from one series to another, and I don't want to manually go back and edit the series definitions in the chart. For example, if I am charting a monopoly game and each series represents one player, and each point is a property owned by that player, I want to account for the fact that properties may be traded between players.
I got the chart all set up using named ranges so that each series has one named range for the X values and one for the Y values. These are defined to include or exclude points from the list (think of it as the list of all the properties in monopoly) and it works great... except when I use filters on the source data (for instance, filter out the yellow properties) it no longer removes those points from the chart. Because the chart refers to the named range and the named range is immune to the filtering, changes in filtering do not update the chart. My chart named ranges are defined like this:
John_Properties_Cost = (All_Properties_Owner=$B$115)*Cost_Of_Property
John_Properties_Rent = (All_Properties_Owner=$B$115)*Rent_For_Property
I thought a good solution would be to "break up" the named range so that part of the calculation happens in the chart, like this:
instead of
named ranges defined as:
John_Properties_Cost = (All_Properties_Owner=$B$115)*Cost_Of_Property
John_Properties_Rent = (All_Properties_Owner=$B$115)*Rent_For_Property.........................
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Aug 31, 2006
I have created a chart that automatically expands as more data is added. This works great by using named ranges in my Chart's Series' Values and Axis Label fields. The named ranges use the Offset function.
The problem I am having is applying this same technique to to same chart to vary the number of series that I want to chart. I created a name range, using the offset function. But when I add the name to my Data Range formula, it will not stick. It changes the number of series displayed correctly when I add the name. But after I click OK on the Source Data dialog box, the data range reverts back to the address supplied by the name range variable; it does not retain the name range variable itself. Can Chart Data Ranges not contain a name range variable, especially when name range variables are used in the series formulas?
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Jun 27, 2008
I maintain data which gets updated every week. I have a chart associated with this data which I want to get updated automatically. I tried to use dynamic range on the chart and it kinda works. But the issue with my data is that I have data set in a row, followed by a blank cell which is then followed by average of last two weeks. Hence, when I use a dynamic range, it also displays the last value in the row (average), which I don't want to display in my chart.
So what I am looking forward to do is set up dynamic range or any other solution, which automatically updates my chart with weekly sales data without showing the average value in the chart. I have attached sample worksheet here.
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Feb 14, 2014
I have a spreadsheet that I have setup to have raw data pasted into. Long story short, it pulls the maximum reading for a given 5 minute period and returns the highest value for each 5 minute increment where there was a reading. It does this for all of the different dates entered, returning a separate data table for each date.
What I now need is to graph the data on a line chart. Since the number of time values can be variable, I have to include the entire range (for example A3:B5002). When I graph this out, it has all of the data clumped up at the beginning and flatlines for 99% of the chart.
I tried building dynamic named ranges using offset, but that seems to yield similar results once charted.
See the link below where I've dumped some sample data in (it wouldn't let me upload due to the size and I can't upload only part of it without breaking the whole thing). The data I need to chart is from columns A&B on the GraphData sheet. Sheet 1 contains the chart I have been trying to use. The endgame of this is to have the end user paste in their data and *POOF* charts.
My only restriction is that I cannot have Macros/VBA.
[URL]....
I tried following this post and using NA() instead of ""...no dice, it just puts #NA at the bottom labels instead of spaces.
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Sep 9, 2011
I'm setting something that allows the user to compare bond yield curves on a graph. The setup involves a dropdown to select the final year of data the user wants to see and several date drop-downs.
For example, if the user wants to compare the current yield curve out to 2031 against how the same curve looked the end of Q1 2011 and Q2 2011, he would select "2031" in the first dropdown and then select "4/1/2011", "7/1/2011", and "9/8/2011" in the other three dropdowns.
The data is on a separate sheet, and mechanics of my named ranges are sound. However, Excel won't allow me to add my named ranges to my graph.
As is, the series looks like this:
=SERIES($L$5,'2011'!$B$3:$B$25,'2011'!$C$3:$C$25,1)
I'm trying to replace $B$3:$B$25 with CRV_DATES and $C$3:$C$25 with CRV_ONE (when I get this to work I'll add the other curve to the chart). When I try to add them, though, I can't get out of the series dialogue. When I hit enter, nothing happens--no error message, no nothing. The change simply won't "stick".
Here are my primary named ranges and the ranges/functions I use within them:
CRV_DATES: =OFFSET('2011'!$B$3,0,0,FindCurve,1)
CRV_ONE: =OFFSET('2011'!$C$2,1,MATCH(DATE_ONE,StartDateRange,0)-1,FindCurve,1)
FindCurve: =MATCH(CRV_END,MaturityRange,0)
StartDateRange: =OFFSET('2011'!$C$2,0,0,1,COUNTA('2011'!$2:$2))
MaturityRange: =OFFSET('2011'!$B$3,0,0,30,1)
CRV_END: =Sheet1!$L$3
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May 31, 2012
I have created a chart that provides a hisotry of events on a timeline. It relies on named ranges and allows me to change the upper and lower date ranges displayed on the x-axis of the chart by changing the date in cells that define the upper and lower dates. In order to display the events on the timeline I have a table that includes 3 columns... a date colmn, an event description column, and a event height column. To display the information I have used a line chart with data points that uses the "event height" data to determine how high up on the graph to display the event information. I have hidden the line, added a label for each event, and added an error bar that draws a line between each label and the bottom of the chart. By default the labels displayed the "event height" information (as expected), so I selected each label individually and added a formula that causes it to display information from the "event description" column instead of the default value. All of this works perfectly with no issues.
The problem comes when I change the date range displayed in the chart. Currently the chart displays event information for 1/1/2012 - 5/30/2012. I can modify 5/30/2012 to be any date I would like that is greater than 1/1/2012 with no problem. Everything displays correctly. However, if I modify the 1/1/2012 date the labels change to reflect the original value (event height data) instead of what I modified it to (event description).
[URL]
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Jun 7, 2012
I created a named range linked to a slider.
Code:
=OFFSET('Slides'!$B$2,0,0,6,'Slides'!$AB$1+1)
Problem is after I put in the range as the chart data range it reverts to -
Code:
='Slides'!$B$2:$H$7
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Nov 26, 2006
Using the Dynamic Named Range tip, I defined named variables as follows:
Xrange=OFFSET($A$2,0,0,COUNT($A:$A),1)
Yrange=OFFSET($B$2,0,0,COUNT($B:$B),1)
then tried to define my Chart series as follows:
=SERIES($B$1,Xrange,Yrange,1)
but it gives an invalid reference error. What am I doing wrong?
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Nov 30, 2006
I am attempting to use a dynamic named range in a chart data series as described in Excel Hacks (Hack #42 and Hack #52).
Using Insert|Name|Define I have created a named range called CashFlowSaleChartDataRange that is set to the following value:
=OFFSET('Cash Flow-Sale'!$O$10,0,0,NumFlows,1)
When I subsequently assign a reference to this named range in the data series dialog it will accept the answer and my chart will adjust to reflect the updated range. However, if I return to the data series dialog, I now see the range address returned by the OFFSET function rather than the named range reference.
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Apr 20, 2007
I have seen one of your posts in which you make a graph update based on dynamic named ranges. Here is my problem, I already defined the name of my ranges as:
ChurnDiario =OFFSET(Clientes!$E$25,0,0,1, COUNTA(Clientes!$E$25:$AH$25))
Ejex =OFFSET(Clientes!$E$8,0,0,1,COUNTA(Clientes!$E$8:$AH$8))
The issue is that when I tried to enter the values and category (x) axis with:
Values: =offset(ChurnDiario,0,0)
Category (X) axis labels: = offset(Ejex,0,0)
On both, excel replies “That function is not valid”. I’ve tried, but still can’t make it work.
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Jun 16, 2008
I've read through every thread I can find about dynamic named ranges as source data for a chart. It seems as if everyone can get it to work but me. I have a chart on one sheet that needs to update dynamically from data on another sheet when a button is clicked. Here's my code that runs when I click the button:
Sub Update_Center_Chart()
Sheets("Center Data Chart").Select
ActiveSheet.ChartObjects("Center Data").Activate
ActiveChart.SetSourceData Source = Range("CenterData")
End Sub
I get the error message: "Type mismatch." The data is in B1:F2 on a different sheet. The formula in the named range, "CenterData" is this:=OFFSET('Center Data'!$B$1,0,0,COUNT('Center Data'!$B:$B),4). The data will expand by 1 row every time.
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May 2, 2014
On another sheet I would like to create a list of the countries.
However the list should be dynamic: I want that the last country in the list is UK. It should stop, when it sees the first element of the list for a second time.
The reason: In some years the list might change, countries will be added or similiar. For example: there will be a new entry called "EA19" => the list will have 1 additional entry.
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Dec 5, 2008
I have a worksheet with 500 rows. Coulmn A is all the dates of the items. Is it possible to somehow havea userform or something that I input a start date and a finish date and it only shows me that info.?
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Jan 21, 2009
See the attached example. I have data listed as shown, but need the chart to automatically update whenever a new sales figure is added to the next month. I know you have to use the OFFSET to create dynamic ranges but I can't get it to work horizontally, only if my data is laid out vertically.
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Mar 20, 2012
I am trying to write a simple macro to create a chart over the used range in a worksheet. The first part of the macro correctly selects the used range which in this case is A1 to F19 when I single step through the macro. A listing of the macro is shown below:
Code:
Sub AddChartObject()
'
Sheets("Sheet1").Activate
Range("A1").Select
Range(Selection, Selection.End(xlDown)).Select
Range(Selection, Selection.End(xlToRight)).Select
[Code]...
When I place the formula given in MyArea as an argument for the source data, I receive a syntax error, so obviously it is the wrong argument. Numerous attempts to correct it also failed. As a sanity check, I placed the used range in an argument for the source data and was able to create the expected chart. fix the syntax error in the macro
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Nov 11, 2012
I am running Excel 2003 on a Win7 system.
Here is my situation:
Each of my data sets spans roughly 75 columns by 250 rows at present, but this could expand. The first 7 rows contain metadata. Columns 2-25 or so contain the raw data, from which everything to the right is calculated. The data sets have most columns in common, but not necessarily all.
In order to tease out the most meaningful information from my data, I frequently sort all or part of it based on varying criteria. When I find a useful sorting criterion, I create a new column with a header that describes the criterion and populate it with a formula that returns a 1 if the condition of interest is met for that row, or a 0 if it is not. For example, if I am doing this in column AA, I might enter
=--(AND($AX8>$AA$4,$Y8>0))
and copy it down to the end of the data. The resulting vector of 1s and 0s quickly re-identify data that meets that criterion even after subsequent resorting. It also makes locating data that meets multiple sorting criteria extremely simple. Essentially, I create a truth table.
Cell $AA$4 in the above example contains a "comparator" value I might wish to change at some point, which would change the subset of data the condition selects for.
Here's the first hard part:
For each data set, I need the ability to generate meaningful plots that includes separate series based on the criteria I have described. However, I also need to retain the ability to resort the data or change the comparator value without disrupting these plots. In other words, the plots must NOT change when the order of the data is changed, but MUST change to display the appropriate data when the comparator changes.
Here's the 2nd hard part:
Once I have this working for one data set, I need to be able to port it to other data sets (which are contained in other workbooks), so that I can compare equivalent plots from each. I also need to minimize the number of manual steps involved in doing so, to avoid human errors and excessive time consumption.
The only other possible complication I can think of at the moment is that, to this point, I have been inserting blank rows to isolate subsets that I do not wish to perform further sorting on from each other.
Right now I am angling toward VBA code that loops through the entire data set to generate base dynamic ranges using the column header row (row 1) as the names, and the entire column of data for the rangeloops through the truth table columns to generate "branch" row ranges for each of the sorting conditions,loops through the entire data set one more time to create "branch" ranges for each of the base ranges.
I could generate some code to accomplish a one-off solution for a given configuration of a single data set (provided there is not a list length limit in a chart series that I'd be violating)...but without a dynamic named range, I don't know how to get to something that would update appropriately. So in essence, I am still stuck at the dynamic range part of this.
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Aug 7, 2012
I am trying to create a bar chart that changes color based on a percentage range. Any advice on how to do this? I am using Excel 2007, Windows XP, Sharepoint 2010.
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May 31, 2007
I am using Microsoft Excel 2003. There are several charts in the worksheet and the ranges for the series in the charts are defined by named ranges, e.g.:
Values: =FirstNamedRange
where FirstNamedRange is defined as Sheet1!A2:A100.
The values in FirstNamedRange are themselves calculated from other inputs. The problem is that when I recalculate the sheet, changing the values of FirstNamedRange, there are times when the chart does not change.
This happens sporadically. 9 times out of 10 both the values in the range and the chart change. At other times, the values in the range change and the chart doesn't reflect this. If I save the file, close and then reopen, (thus forcing the chart to recalculate?) then the chart looks correct.
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May 23, 2014
I am using excel 2013
I want a data validation drop down list, the list may expand or contract.
I created the list in cells on one sheet and control T to make them into a table
In data validation I selected the range of cells in that table
When I add to the list it does not show in the drop down list.
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Oct 31, 2013
I have a dynamic table which is linked to a couple of charts. The table must remain dynamic.
I needed to add two new columns to the table, "Focus Area" and "Category". I need a drop down list in the "Category" column to be dependent on the item selected from a drop down menu in "Focus Area".
I can get the first row of the dynamic table to do this.... however; subsequent rows all lock the drop down list in the "Category" column to the same choices regardless of what is chosen in the "Focus Area" list.
Is there a way to make dynamic drop downs within a dynamic table?
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