Multiple Charts That Respond To Filters
Mar 17, 2009
I'm using Excel 2007 and my objective is to setup a trading log that tracks my performance with charts that dynamically update to applied custom date range filters. The link below shows screenshots of what I'm trying to emulate with Excel 2007.
[url]
I have all my trading data laid out in a tabular format simlar to what is shown in the top screenshot. My tabular layout differs in that it includes 4 additional columns. My chronological data layout I'm using seems to be troublesome for conventional Excel charting methods.
When I apply custom filters for open dates and close dates, my Excel charts do not dynamically react. What I have determined is that I need to bypass the conventional charting methods used in Excel and focus instead on using Charts that rely on a VBA script or a formula. My objective is to have multiple charts (like the ones shown in the screenshots link above) all using the same data nested in my tabular trading log.
Can anyone out there help me out with setting up Charts that are more robust? I would appreciate example VBA scripts and / or links that will show me how to setup charts that dynamically react to custom Excel Filters, and can group together matching data sets in a column and show such data sets as a single slice in a pie chart. Currently, I'm getting multiple pie slices for the same data set. I need a formula or a VBA script that will clump together all of the data that belongs in the same group and show it as a single slice in a pie chart.
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Mar 2, 2013
building dynamic charts and filters, so What I'm hoping to accomplish to build a bar chart that looks like the following:
________________________________________________
Filter: State | Filter: Region | Filter: Segment |
Revenues |||||||||||||||| + (% of Total Rev)
COGS ||||||||||| + (% of Total COGS)
Margin |||| + (% of Total Margin)
-------------------------------------------------------
My data is built in the following format on a different tab than the proposed chart:
State: | Region: | Segment: | Account: | Amount: |
MN | Midwest | Major | Revenues | $$$
MN | Midwest | Major | COGS | $$$
MN | Midwest | Major | Margin | $$$
MN | Midwest | Major | % of Total Revenues | %%%
MN | Midwest | Major | % of Total COGS | %%%
MN | Midwest | Major | % of Total Margin | %%%
[Code] ........
It seems like it'll be easy to use a pivotchart, but at the same time, there's a lot of formatting to do, which makes it tricky, especially if I have many states to deal with and the multiple combinations.
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Jun 7, 2006
I have a problem with the attached spreadsheet. I have certain letters (A,B,C etc.) that are shipped to various regions. I would like to have a count on top to count the total number of orders, but one that also counts the total number of unique orders. However, this unique count has to be dynamic and must be able to adjust accordingly to the filters (by default, if no other filters are applied, should be 15). For example, if I apply the "Ship To" filter to Canada, the total number should be 19, but the unique count should be 12. If I change the "Ship To" filter to US, the total number should be 9, and the unique count should be 7. I've tried to use the advanced filters but if I apply the unique entries filter, it is only a one time calculation. Also, the advanced filter gets rid of my other filters.
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Jan 19, 2007
Are there any events associated with filters?
If I have two sheets of data, where column A is NAME and column B is GRADE. Sheet1 is MATH and Sheet2 is ENGLISH. The same students are taking both classes.
Is there a way to make it so that when I filter by GRADE in tab 1, tab 2 is ALSO filtered by the same selection?
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Sep 25, 2009
I am trying to get a simple auto filter on 3 tables in the same spreadsheet.
I have seen this in other documents but have never been able to figure out how to do it.
Cells that need the auto filter are
C8 (Range C9 to C24)
C29 (Range C30 to C45)
C50 (Range C51 to C66)
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Apr 27, 2009
using VBA I have a control sheet which summerises variouse counts & totals of data held on a detail sheet. Bu using filters and counting the visable rows.
Statistics on 50 columns of data held in several thousand (rows) mixed around eight business regionsheld in first column.
I could determin the number of affected rows by using Tick boxes on the control sheet and applying filters to the detail records
A) checkbox indicates if I need filtering on the type of data in my detail sheet and apply the filter
Selection.AutoFilter Field:=XX, Criteria1:="Y"
B) Because I could not have more than two criteria on an autofilter column I resorted to using Advanced Filter on the column with the Business UNIT's,
I Create a range write the criteria of the records to be filtered into the range, then apply an advanced filter using that range.
Both of these work well indevidually, but I am getting inconsistant results when I mix them
using the autofilter route I can select multiple tick boxes and the output is correct, and using the advanced filter I can select any combination of business units and the output is correct, however I cant get them to work together
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Apr 5, 2013
Below is a simplified/truncated version of a data set that I am using in a pivot table:
Client Asset Return
1 Port1 10%
1 Port2 12%
1 Port3 11%
1 Port4 13%
1 Port5 10%
[Code] .....
I have created a pivot table and I'm using report filters for both Client and Asset (obviously there are a lot more data points). When I filter on Client 1 I would expect to only see Port 1 - Port 7 available in the Asset filter however, I see every asset in the data set. I need to pick and choose using the Select Multiple Items check box without having to scroll through every single asset. Is there a way to easily do this?
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Sep 17, 2008
I can't seem to get the hang of advanced filters with multiple criteria. BTW, I have no problem solving for a single criteria. I've found many instructions on how to do it, but zero specific syntax examples, and I'm obviously doing it wrong. For example: ....
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Nov 14, 2009
I have a row of sub-headings at row 12 that require Sort Filters. My problem is that I need the filters on selected columns only. It seems that with the standard filter button I get all or nothing.
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Nov 15, 2013
I'm trying to update a pivot table filter with a list on another worksheet. When I do a record and select two WBS for filter criteria I get the following:
Sub Macro5()
ActiveSheet.PivotTables("PivotTable1").PivotFields( _
"[Receiver WBS Reference].[Rec WBS Element].[LM Master]").VisibleItemsList = _
Array("")
[Code]...
If I entered values 700UY0S1MGL1 & 700UY0S1MGL2 in cells A1 and A2 of Sheet2 in the same workbook, how can I get this code to read that? If I extend the list to include additional items, how can I get the code to read it?
My next question is, in Excel I could enter a partial search (like 700UY0S1MG) in the filter drop down and I could filter on everything with this string. Using the macro it seems as though the full 12 char string needs to be qualified. How would I write a macro to handle this?
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Mar 3, 2008
I am trying to get a cell to respond either or dependant on values of 2 cells.
If A1 = 13
B1 = 0
C1 = 0
I would like D1 to return A1, but
If A1 = 13
B1 = 1
C1 = 0
or
A1 = 13
B1 = 0
C1 = 1
I would like D1 to return the sum A1 + B1 + C1
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Jul 18, 2014
I have created a spreadsheet that will show me where people are working on what day, etc. however i want to be able to filter by week to create a list of say 2 particuar shifts - in this case "syl ld" and syl n so that the spreadheet would show the people who are working these shifts and I could print out. I have tried Multiple Filters and Advanced search but cannot achieve what I require
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Oct 6, 2013
I have just been sent a strange file, which I have attached, on its only sheet columns "A" and "B" have data entered in them, but they are not visible. You can access them if you select column "C" and use the left arrow key, but all attempts at unhiding and changing the column width are fuitless.
I have tried selecting the ENTIRE sheet, then Home>Format>Unhide Columns but it does nothing I try selecting the entire sheet, then Home>Format>Column Width and setting it to something, like "20", but again it is fruitless.
I even tried using a macro in the "Immediate Window" to ask Excel whether the columns are hidden (by using "?Columns(1).Hidden" and it returned "False") then I used a similar macro ("Cells.EntireColumn.ColumnWidth = 12.75") and again - nothing! :O
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Feb 20, 2009
how I would create an event macro that will synchronise the zoom % of 2 sheets?
E.g. if I change the zoom on sheet1 to 80% then sheet2 automatically change to the same? And the same the other way round...?
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Apr 4, 2007
I am trying to determine in code whether a file exists in a certain location. This seems to be very slow even in a folder which contains just one file. Is there any way to speed up this process? Three seconds seems like a long time especially given that I will have to loop through this Sub many times. The files I am looking for are CSV so I can't use msoFileTypeExcelWorkbooks unless I can modify what file extensions this looks for. I only started dabbling with VBA a few weeks ago so it is entirely possible I'm barking up the wrong tree and should be using another method to acheive my aims.
Sub CISORTEST()
With Application.FileSearch
.NewSearch
.LookIn = "C:TEMP"
.SearchSubFolders = False
.Filename = "MYCSVFILENAME"
.MatchTextExactly = True
.FileType = msoFileTypeAllFiles
If .Execute > 0 Then
Call DoStuff()
End If
End With
End Sub...........................
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Apr 14, 2014
The macro creates multiple charts from data in one sheet, but now when I'm trying to scale it up to multiple sheets, the previous charts created disappear. E.g Creates 5 charts for sheet 1 (can see them being created, using debugger mode), looping to the next chart and they are created but the first ones has disappeared! What am I doing wrong? I'm creating my chart by the following code:
[Code] .....
The startpoint variable is changed for every new chart within the one sheet and the outputsheet is changed when you change the sheet.
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Aug 18, 2012
I'm trying to create multiple Charts with VBA, each chart on a seperate Sheet. The link below works but i need to change it some and i'm stuck. What i'm trying to do is create a new sheet for each new graph, but I need it to create a graph for the 250 associates in column B then plot 52 weeks of their % from the Row their name shows up in. First name is in (B3), his % data is in range (N3:BO3). I have the weeks numbered out 1-52 in (N2:BO2) and i'd like their name to appear in the Tab and on top of the graph. I applied the VBA code from the link below to my sheet and changed what i knew i needed to change, but it debugs. I use to do each graph manually when i had 25 associates but i would like to use this for the whole building now.
[URL]
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May 11, 2009
I created a pivot chart and am utulising the report filter. Is there a way to display multiple charts on the same worksheet (or even another worksheet) for the purpose of comparison?
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Apr 11, 2007
am trying to create multiple pie charts now but I'm having problems my errors are highlighted in red. What I'm trying to achieve is to create a pie chart for the first table then another for the next table and so on but its not working out.
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Jul 28, 2013
I have 23 Charts on a sheet which I place into a MS Word Doc. ATM all charts have borders, which is what one of my Managers like, however another Manger likes these charts without borders. I tried to record a macro so I could have this done by VBA (excel 2007) but it did not record the formatting. write a code to remove a border and and then add a border back in specifying colour, border styles (width etc). Say just for Chart 38, I can the just repeat this. But here are all the chart numbers in case you need them: 38,20,27,5,11,21,13,6,9,19,10,7,28,29,30,31,32,12,33,34,37,35 & 36.
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Jul 10, 2008
I have a workbook with a chart on a worksheet called Area Report
There are 10 areas in total A - J, to view a particular area cell I2 is validated to only accept entries A - J which represent the Areas, selecting a particular area updates the chart for that area
Is it possible to have a macro that will print all 10 Area Reports, I tried to do it using the Record Macro function, the code was as follows .......
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Mar 15, 2012
I am working on a huge amount of data and want to analyse that data through charts because charts are quick representation of the data and save a lot of time. I got some code from my friend, to read each row in a worksheet and plotted the corresponding chart on the new worksheet each time i.e., each row has one chart which is plotted on new worksheet each time.
But I don't want it to plot the chart on the new worksheet. I want it to plot the chart on the same worksheet. In my case there are always more than 30 rows, so it should draw 30 charts on the same worksheet in which 30 rows are written.
Here is the code which plots charts on the multiple sheets
Code:
Sub LineCharts()
Dim Ws As Worksheet
Dim NewWs As Worksheet
Dim cht As Chart
Dim LastRow As Long
Dim CurrRow As Long
Set Ws = ThisWorkbook.Worksheets("Sheet3")
LastRow = Ws.Range("A65536").End(xlUp).Row
[Code] ....
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Jul 6, 2012
I would like to generate a macro which can work on by importing an excel tabulated datas and plot it into several graphs in one click and added with a filter function would be best.
Here i link one of the sample of macro for this :
[URL]
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Mar 17, 2014
I have two separate data tables (with separate named ranges) and two separate pivot tables (the pivots each refer to the separate tables) all on the same sheet. For each of the pivot tables, I would like to have a separate pivot chart. In the pivot charts, when I click "Select Data", I find that the "Chart Data Range" for the pivot chart is grey (uneditable). Is there some setting that I need to toggle to enable the data source range so that I can change it? Also, when I try adding a new pivot chart to the sheet, this option is also grey/unavailable.
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Oct 22, 2007
I have used named ranges to make a chart automatically adjust to a changing list of products in one column, but I do not know how to do this with multiple series. If I want to add products to this table, how can I make my chart dynamically adjust multiple series?
So the chart range is currently E5:H10. But I would need it to go beyond row 10 when I add new items.
Sheet1
*EFGH5*Week 1Week 2Week 36Product 11,234,123 1,258,805 1,283,982 7Product 21,234,223 1,258,907 1,284,086 8Product 33,423,321 3,491,787 3,561,623 9Product 4342,121 348,963 355,943 10Product 52,343,424 2,390,292 2,438,098
Excel tables to the web >> Excel Jeanie HTML 4
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Jun 27, 2007
I have a chart that I want to be the same across multiple worksheets. The data ranges don't move, but the data may be different. It is cumbersome to go and retype the name of the sheet every time this chart is placed.
I have tried using named ranges. My named range X is !$A$1:$A$30 so that it will refer to the active sheet. If I place this in cells on the spreadsheet, it works. If I place "=X" in the values entry for the source data of the chart, I get a formula error.
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Feb 8, 2014
I would like to use multiple scatter plots and bar charts in one chart. Problem is that X-Axis goes horribly wrong every time, even if I have same points on both scatter and bar. Here is Data for 2 Scatter Plots
XScatter1
1,43 0,14
2,60 0,25
3,04 0,37
3,60 0,50
3,93 0,60
4,69 0,80
X Scatter2
5,10 0,92
5,36 1,00
6,43 1,26
7,60 1,53
8,19 1,65
8,79 1,77
9,69 1,93
And here is data for 2 Bar Charts
XBar Chart1Bar Chart2
1,43#N/A 0,00
2,60#N/A 0,01
3,040,01 0,01
3,60#N/A 0,01
3,93#N/A 0,01
4,69#N/A 0,00
5,100,02 0,01
5,36#N/A 0,01
6,43#N/A 0,02
7,600,04 0,02
8,19#N/A 0,01
8,790,11 0,02
9,69#N/A 0,01
I start with Scatterplot and put those in the graph, then I add other data and change it to Bar Chart, but this is the point where X-Axis gets mixed up and scatter plot X data and Bar chart X data are not matching.
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Apr 2, 2014
I am having an issue with looping through data ranges. Below is a subset of my macro. What I require is for LegendRng to stay the same and DataRng to move after each loop.
However everytime the vba runs through a loop, the previous range is recorded i.e. the source data for the chart is "A1:D5" instead of "A1:D1, A5:D5").
[Code] .....
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Jun 11, 2013
I have a dynamic set of data, loaded from a server. The columns are FIXED. I will attach a sample of how the data looks.
site_code
report_goup
asm_week
[Code].....
I don't know how to attatch a file here, but the first row is the title row, under it are the values. The columns here are fixed. What i NEED to do, is somehow create something that will make a seperate graph for every different PLATFORM , showing the FPY chaging over time. Time here is the weeks which will always be a rolling 12 weeks. I'm thinking that i need to use MACROS to do this, but i'm not sure where to start.
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Aug 28, 2013
I have about 9 different sheets, but they all will have 4 types of graphs (totals, comparison, bydate, trend). I am writing vba to conditionally show one type of graph on every sheet. For example, if I want to show the totals graphs, I want all of my sheets in the workbook to update. I can already make the graphs go invisible and visible on one sheet, but I would like to do so on all sheets. Here's my code now:
Code:
Sub UpdateGraph()
Sheets(".graphManager").ChartObjects("Totals").Visible = False
End Sub
[Code]....
But no luck. I do not want to manually type all the sheet names into an array because I may add more sheets in the future and don't want to keep changing the code. How can I loop through all sheets and set a graph named "Totals" to invisible? Or can I just set all graphs in the workbook named "Totals" to invisible without looping through the sheets?
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