Dynamic Named Range In Chart Data Series
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$10,0,0,NumFlows,1)
When I subsequently assign a reference to this named range in the data series dialog it will accept the answer and my chart will adjust to reflect the updated range. However, if I return to the data series dialog, I now see the range address returned by the OFFSET function rather than the named range reference.
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Nov 11, 2012
I am running Excel 2003 on a Win7 system.
Here is my situation:
Each of my data sets spans roughly 75 columns by 250 rows at present, but this could expand. The first 7 rows contain metadata. Columns 2-25 or so contain the raw data, from which everything to the right is calculated. The data sets have most columns in common, but not necessarily all.
In order to tease out the most meaningful information from my data, I frequently sort all or part of it based on varying criteria. When I find a useful sorting criterion, I create a new column with a header that describes the criterion and populate it with a formula that returns a 1 if the condition of interest is met for that row, or a 0 if it is not. For example, if I am doing this in column AA, I might enter
=--(AND($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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Jul 27, 2012
I've created my dynamic named ranges using the OFFSET function, ex.
="OFFSET(SAMPLE!$D$4,1,0,COUNTA(SAMPLE!$D:$D)-1,1)"
I'm now trying to get my chart to use that range. I read at [URL] .... that I need to make sure my series reference is a fully qualified reference. So I've entered that series reference using the name of the workbook followed by the range name (=2012-PIRS.xlsx!SAM_CLAR2DEL). I have two copies of my workbook (one as xlsm with VBA project, and one with xlsx without VBA) and I can't get Excel to accept the series value in either workbook.
ERROR MSG:
The formula you typed contains an error. Try one of the following:
- Make sure you've included all parentheses and required arguments.
- To use a function, click Insert Function on the Formulas tab (in the Function Library group).
- If you include a reference to another sheet or workbook, verify that the reference is correct.
- If you are not trying to enter a formula, avoid.........
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Jun 16, 2008
I've read through every thread I can find about dynamic named ranges as source data for a chart. It seems as if everyone can get it to work but me. I have a chart on one sheet that needs to update dynamically from data on another sheet when a button is clicked. Here's my code that runs when I click the button:
Sub Update_Center_Chart()
Sheets("Center Data Chart").Select
ActiveSheet.ChartObjects("Center Data").Activate
ActiveChart.SetSourceData Source = Range("CenterData")
End Sub
I get the error message: "Type mismatch." The data is in B1:F2 on a different sheet. The formula in the named range, "CenterData" is this:=OFFSET('Center Data'!$B$1,0,0,COUNT('Center Data'!$B:$B),4). The data will expand by 1 row every time.
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Feb 9, 2008
I am trying to assign a named range to a series on a preexisting chart in a sheet, but I get the error that "unable to set values property of series class". This is the code example that DOESN'T work:
Sub assign_values()
Dim myrange As range
Set myrange = range("a1")
Set myrange = union(range("a5"),myrange)
activechart.seriescollection(1).values = myrange
End Sub
However, this code DOES work:
Sub assign_values()
activechart.seriescollection(1).values = range("a1")
End Sub
I don't see why the first wouldn't work, but the second would work. I suspect it is something to do with the union function. i am trying to go through a set of data and then group certain cells into a named range to be used on the graph.
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Nov 26, 2006
Using the Dynamic Named Range tip, I defined named variables as follows:
Xrange=OFFSET($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$1,Xrange,Yrange,1)
but it gives an invalid reference error. What am I doing wrong?
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Oct 25, 2007
I have a chart with Data Series being dynamic ranges. There is only one series and x & y each have a dynamic range. I need to be able to include Series Name as a dynamic range.
For example. I have 3 rows of values with 3 columns.
Col 1 Col 2 Col 3
Name X-Val Y-Val
A 1 3
B 4 6
C 8 0
I now need a chart that has 1 series with a x range of col2 and a y range of column 3 but a corresponding name equal to Col 1. So when I move my mouse over each point I get the series name. E.G. I hover over poing 1,3 I show the name as A. Or I hover over point 8,0 I get C.
If it isnt possible using the ranges the way I am, then I would be looking for a possible solution. I am sure I could do this by some sort of loop but not quite sure given the number of rows constantly changes.
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Sep 9, 2011
I'm setting something that allows the user to compare bond yield curves on a graph. The setup involves a dropdown to select the final year of data the user wants to see and several date drop-downs.
For example, if the user wants to compare the current yield curve out to 2031 against how the same curve looked the end of Q1 2011 and Q2 2011, he would select "2031" in the first dropdown and then select "4/1/2011", "7/1/2011", and "9/8/2011" in the other three dropdowns.
The data is on a separate sheet, and mechanics of my named ranges are sound. However, Excel won't allow me to add my named ranges to my graph.
As is, the series looks like this:
=SERIES($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$3
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May 31, 2012
I have created a chart that provides a hisotry of events on a timeline. It relies on named ranges and allows me to change the upper and lower date ranges displayed on the x-axis of the chart by changing the date in cells that define the upper and lower dates. In order to display the events on the timeline I have a table that includes 3 columns... a date colmn, an event description column, and a event height column. To display the information I have used a line chart with data points that uses the "event height" data to determine how high up on the graph to display the event information. I have hidden the line, added a label for each event, and added an error bar that draws a line between each label and the bottom of the chart. By default the labels displayed the "event height" information (as expected), so I selected each label individually and added a formula that causes it to display information from the "event description" column instead of the default value. All of this works perfectly with no issues.
The problem comes when I change the date range displayed in the chart. Currently the chart displays event information for 1/1/2012 - 5/30/2012. I can modify 5/30/2012 to be any date I would like that is greater than 1/1/2012 with no problem. Everything displays correctly. However, if I modify the 1/1/2012 date the labels change to reflect the original value (event height data) instead of what I modified it to (event description).
[URL]
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Mar 13, 2013
I have a chart in a workbook that works fine by looking at the following data series:
=Workings!$A$2:$C$35
In the data series above...where the numbers are 2 and 35 I have named ranges "CHART_Start_Row" and "CHART_End_Row" which will change dynamically as appropriate and can replace these static numbers - but how do I incorporate these named ranges into the data series reference?
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Apr 20, 2007
I have seen one of your posts in which you make a graph update based on dynamic named ranges. Here is my problem, I already defined the name of my ranges as:
ChurnDiario =OFFSET(Clientes!$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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May 23, 2008
I have data which is imported from a txt file and always starts at the same row (R19) but is variable in length (end of data R??). I want to be able to select the chart xvalues (R19C10:R?C10) and values (R19C4:R?C4) based on the number of cells with data in them for a given column. In addition I believe I'm having troubles with sheet references, when the txt file is opened the sheet name is set to the file name, since I want to use this macro on many different files I need the sheet referencing code to account for this. Anyway here is the section of code which seems to be giving me trouble (the initial sections just create a new column of data which needs to be referenced as the xvalues) ...
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Jan 13, 2010
Currently I'm working in an excel file that contains a lot of charts. I want to write a macro that changes the source data of every serie in every chart. It only needs to add extra rows. But as every series has different columns where they get the data from, how can I change the rows without changing the columns?
This is what I've written so far:
Code:
Sub ammend_datarange_series_all_charts()
Dim start_cell As String, end_cell As String
Dim chart_tot As Integer, c As Integer, s As Integer
[Code]....
As you can see I've tried two things, first I tried to change the string of the source data, however this meant that every series would have C and E as their source data. So I wanted to retrieve the x and y values in string format. This does not work yet, it returns an array with the values of all the entries in the series source data. From that array I can not retrieve the column where the data came from.
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Jun 6, 2012
I am looking for a quick way to create a number charts using data from multiple sheets.
I have 12 sheets Apr - Mar that contain data in identical format. I also have sheets 12 sheets Apr Charts - Mar Charts, I need to create a number of charts on each sheet for the relevant month. To avoid having to create a ridiculous number of charts, I thought I would try to dynamically change the chart data series based on a value in say cell A1.
For example if cell A1 of the Apr Charts sheet = Apr, the chart will show the data for Apr.
The idea is that I can copy the Apr Charts sheet the required number of times and replace the value in A1, and my charts will update dynamically. I need to have seperate sheets for each of the monthly charts.
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Oct 3, 2007
I would like to update a chart after I have updated the underlying data just by clicking a button and displaying the updated date in the chart. Does anyone know how to do this? Currently I am having to manually click on the graphs line in the chart, which highlights the columns data, then manually extend this for the chart to update. And then I am manually typing in a date cell in the chart. There MUST be a cool way to do this.
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Mar 7, 2014
I have a set of data listed by country, I need to add a new country to the list and I want to keep everything in alphabetical order. My problem is that adding a new series to the range anywhere but the end throws of the series formatting for my chart. The plotted points on my chart are the countries flag, so when everything shifts down a row the flags no longer represent the proper country. Is there an easy way to add the new country and keep my formatting lined up or will I need to redo the formatting for all the alphabetically lower countries?
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Jan 17, 2014
I have created a dynamic chart for multiple series. I have created this using the offset function and have named 20 ranges. The problem I have is that if only 19 of the 20 named ranges are populated it reads that the worksheet contains one or more invalid references.
Is there a way to stop this from happening?
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May 31, 2008
I just recently installed Excel 2007 and I would like to know if it's possible to change all data points of a chart at the same time. In Excel 2003, I would normally hold down shift while clicking on each of the data points to make a global change. However, it appears I cannot do that in 2007.
I would like to display each data point's series name. When I go to Layout on the Excel Ribbon, and click on "Data Labels", and click on "More Data Label Options", the actual Y-axis values are shown for each data point. However, I do not want this - I actually only want the Series Name, but when I uncheck "Value" and check "Series Name" instead (under "Label Contains"), it only changes it for one of the series. Is there a better way, instead of going through each and every single series to make this change?
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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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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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Jun 4, 2007
I understand that you can do dynamic named ranges for graphs, using one named range for each series and another for the categories. However, the graph I'm working on will have a lot of series'. Is there a way to do this cleverly? I'm trying to avoid making a named range for each one.
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Jun 30, 2008
I have a chart with 3 data series. The series are located in columns A, B and C respectively. Series I is a general number anywhere from 0 to 100,000. Series 2 is also a number, but is is devided by series 1. So, if series 1 was 100,000 then series two would be 25,000/100,000 which is 0.25. Series three will always be numerator of series 2 or 25,000 in this example. The numerator, or the 25,000 will never change, so, in my example, series three will be a straight line across the chart because it is always 25,000.
In my example, the .25 is plotted on the left value axes, and series one is plotted on the right value acccess (secondary axis). Series three is just a line in the middle.
My problem is that sometimes the line, series 3, doesn't match the values in both the right and left values axes. So, if series one is 48,000, then series two would be 48,000/48,000 = 1, and series three would be 48000 - the straight line. The third series should be a line touching the 48,000 on the right and the number 1 on the left. It does touch the 48000 on the left, but is below the number 1 on the left.
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Apr 3, 2008
Im sorting a dynamic range as mentioned in this Sorting a Named Range. My range is called drWarningTypes and is defined as:
=OFFSET(DataSource!$A$2,0,0, COUNTA(DataSource!$A:$A)-1,1)
When there is only one cell in the range, then running the following sort function includes A1 also in the search (and also adjoining columns).....
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Jul 15, 2014
I have a column of data that keeps getting new information in it. what i need is a named range that i can use for a chart, first point in the named range will be the first value in the column, second point will be avg. of point 1 and 2, then 3rd point will be avg. of 1,2,3 etc.
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Dec 30, 2008
I need to create a dynamic named range called "DIVLOC," that corresponds to a sheet called Divloc_List in the workbook. Then, I need to take this range and perform a vlookup against it. I tried to create the range in the sheet itself (it wasn't dynamic), and then used that in the vlookup in the vba code, but I got error 2402 (I think). I'm not sure how to define the dynamic range in vba code, and then use the range in the vlookup.
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Jan 4, 2009
what would cause the formula for a dynamic named range to keep changing on its own? I enter the following formula:
OFFSET('Raw Data'!$D$2,0,0,COUNTA('Raw Data'!D:D),1)
Which I save and somehow gets changed to the following formula:
OFFSET('Raw Data'!$D$2,0,0,COUNTA('Raw Data'!XFD:XFD),1)
This is happening to several named ranges I created. I’ve tried to correct this by editing the formula which seems to work but changes again. I’ve also deleted the named range and recreated it with the same change process taking place.
In case it matters the named ranges are being created on a table imported into Excel via MS Query.
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Nov 6, 2009
I am trying to create a dynamic named range to select a list of text entries from a number of different columns that I am using for Data Validation. The columns have entries of variable length, none more than 30. What I am seeking to achieve is that having selected a heading in cell C3 the available list in DV dropdowns elsewhere are governed by the contents of C3.
I have created a defined name, StartPos that uses the contents of C3 to evaluate to the cell reference (e,g $H$4) of the topmost cell in the relevant column. However when I try to use it in the usual formula
=OFFSET($A$1,0,0,COUNTA($A:$A),1) formula I try
=OFFSET(StartPos,0,0,COUNTA(StartPos:[ ],1)
I get stuck at what to put in the brackets. Ideally I would like to use the COUNTA to go down to the last entry in the column. However, even when I try to give the range a height of 30 rows:
=OFFSET(StartPos,0,0,30,1) I still get an error.
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Sep 15, 2007
I am trying to create an XY scatter plot with multiple series. Normally, one has to manually type in or mouse-drag a range for each x series and y series. Instead I would like to build these two ranges (x and y) with text functions and place them in a cell.
For example:
A1: 'data'!$C$3:$C$10
B1: 'data'!$D$3:$D$10
Then, when I create a chart, instead of mouse-dragging, for the x-series, I'll indicate the range that's specified within Cell A1, and for the y series, that which is in B1. I would then repeat this for each series. The reason I want to do this is because I have dozens of series and dozens of graphs and it is relatively easy to programatically identify the range boundaries, but long and tedious to mouse drag them.
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Sep 13, 2007
My searches have not produced anything that I could apply to this situation.
I'm trying to write VBA that would:
1. Search a Workbook for Dynamic Ranges.
2. When a Dynamic Range is found the code would:
A. Determine the current coordinates for the range.
B. Change the "Refers To" value From "=OFFSET...." To "=Worksheet_Name $Column$Row:$Column$Row"
3. Save Changes.
4. Close File.
My apologies but I have very little experience in writing VBA. I understand about variables, arguments, and IF/THEN but just enough to use functions within Excel.
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Jun 18, 2013
I want to create a charts on a pivot table, but I don't like the way Pivot charts function and the limitations they have.
So I want to create a normal charts that is dynamic and based on a pivot table.
In order to do so, I want to create dynamic named ranged for the data in the pivot table to use for the data series for the chart.
I can reference the week numbers (headers in the pivot table) for one data series and get the data by this formula:
=OFFSET(Weekly!$C$15,0,0,1,COUNTA(Weekly!$14:$14)-1)
$C$15 is the first cell that holds the data for the series.
Row 14 holds the week numbers (headers in the pviot)
However, I want to make that formula even more dynamic by having it reflect the changes done to the pivot table who's cells it references to.
So how do I do this using the GETPIVOTDATA function? (or some other function that makes it dynamic and reflect changes done to the pivot table and accounts for the row numbers with the data can change)
If I generate the GETPIVOTDATA formula and try to substistute the fixed cell reference for $c$15 with it, the OFFSET formula for the dynamic range gives an error.
And how can I grab the column headers (week number) dynamically?
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