Updating Rolling 3 Year Charts Automatically
Aug 28, 2012
I have just been asked to update a file on a quarterly basis which contains a large number of charts based on the performance of various funds against their respective benchmarks. In column A I have dates going back to 2008 and then the fund and benchmark figures in the next columns. Each quarter there will be a need to update the charts to the new rolling 3 year period, i.e. in October when I update the file, the charts will need to show the results from 30.09.09 to 31.09.12
As there are 20 charts this can be quite time consuming? The charts sit on the same tab as the data, under the columns at the bottom.
View 2 Replies
ADVERTISEMENT
Sep 8, 2006
I have a worksheet containing 16 chart objects. The source data for each of these charts is located on various other worksheets (all within the one workbook however). Whenever I change data on my Data Input worksheet, the source data is correctly being recalculated, however, the associated charts aren't changing.
The only two ways I can get the charts to update are: (1) save and re-open the file (saving doesn't fix it but re-opeing the file appears to do a full recalculation which then correctly updates the charts); or (2) click on each of the charts individually, go to Source Data and re-accept the data range that is already in there.
I've used the following VBA on my Data Input worksheet to try to do a full spreadsheet recalculation every time I deactivate it but this doesn't solve the problem either.
Private Sub Worksheet_Deactivate()
Application.CalculateFullRebuild
End Sub
I've also tried CalculateFull and just Calculate in the VBA but to no avail.
My calculation is set to automatic.
I don't know if its relevant or not but this spreadsheet uses a custom worksheet function to derive some of the source data. I've never come across this problem before. Does anyone have any ideas on why its doing this and more importantly how to fix it?
View 9 Replies
View Related
Aug 15, 2014
I have data that is linked and is updated automatically. I am trying to use named ranges for the rolling data for each area and my date range is 5 cells using the Today()-5,4,3,2,1. The dates are rolling fine, but I cannot get the data to update, it stays the same from day to day.
look at this and see what my error is? cookies and kudos(no password on the unprotect)
View 2 Replies
View Related
Sep 22, 2009
What it is, I have a rolling report for the whole year, each with a score for the week.
However, it needs to show the whole year, but I need a seperate box with a summary of only the last 4 weeks on a rolling basis, ideally this would automatically update depending on the week.
View 9 Replies
View Related
Mar 28, 2007
My employer uses a scoring system to give a value to an individual’s sick record in the current rolling year.
Each person, has recorded, the number of sickness occasions and the total number of days in this rolling year period, these details go onto the final sheet where a score is calculated.
At present to get an accurate period, I have needed manually to deduct days to produce the correct time frame, ie 27/3/06 to 28/3/07 or when the sikness carrys on into the folling month.
I have tried without success to modify the rolling year formula, which as it is, will include the whole of March 06.
The formula is
=SUMIF(B5:D49,">="& DATE(YEAR(TODAY()),MONTH(TODAY())-12,1),L5:L49)
View 9 Replies
View Related
Nov 8, 2013
I've started with an Attendance tracking template that I found in Excel. My company has implemented an attendance policy where each employee is allowed up to 10 points before they are terminated. A 1/2 point is given for arriving late or leaving early and a whole point is given for an unscheduled absence. The points stay on the employee's record for one year, after that time period it drops off their record. We want to monitor each employee's cumulative points.
So, I'm looking for a way to look back 1 year from the current date and add up the cumulative points over that period.
View 3 Replies
View Related
Feb 25, 2010
I have a spreadsheet that tracks “points” for hourly associates on a daily basis that totals weekly and monthly. This spreadsheet works on a rolling calendar year instead of a fiscal and I need to be able to capture the totals for periods of time by days.
For example, I would need to view how many points ‘employee x’ has from 2/25/09 through 2/25/10. I have attached the spreadsheet, which includes tabs for each week ending and a summary page.
View 4 Replies
View Related
May 23, 2008
I update graphs/charts everyday. I've been looking at ways of updating a lot of charts in 1 action.....
What would the formula be to have the range of the chart (ie =Data!$BS$1188:$BS$1201) to get the row numbers, not the row, from numbers entered elsewhere on a data sheet (ie =Data!$BS$1188:$BS$1201)
As a lot of the time I use the same number range but on different rows and sheets.
View 12 Replies
View Related
Jan 19, 2013
The charts I received have many Series formulas that reference and external spreadsheet
Is there a way that I can modify them and reference the same sheet name but locally
For your information
When selecting menu Formulas and then "Show Formulas" chart data series do not display
When selecting a Chart the "Show Formula" selection is not available (at least I did not find it)
In addition, when selecting the Chart, Then Design, then "Select Data", it replies in the pop-up with the comment "The data range is too complex to be displayed...."
There are about 40-60 formulas as shown below!!
The sheet name with data is D_Brand_Q
HTML Code:
' here is a sample of the current formula
=SERIES('C:2011-12-Jul-Nov[2011_06_Sales.xls]D_Brand_Q'!$CC$1,'C:2011-12-Jul-Nov[2011_06_Sales.xls]D_Brand_Q'!$E$197:$E$218,'C:2011-12-Jul-Nov[2011_06_Sales.xls]D_Brand_Q'!$CC$197:$CC$218,2)
' This is the desired formula
=SERIES(D_Brand_Q!$CC$1,D_Brand_Q!$E$197:$E$218,D_Brand_Q!$CC$197:$CC$218,2)
View 1 Replies
View Related
Apr 30, 2008
For some reason, the charts in my excel workbook do not update automatically when the data are changed. I have set Calculation to Automatic, but it still doesn't work. They update only if I close and reopen the workbook. Is it due to a problem with setting? How can I get the charts to automatically update?
View 4 Replies
View Related
Jul 5, 2006
The question is pretty much described in the post title. Here is the situation:
I have a workbook that has data plugged into it manually throughout many sheets, and at the end there are a few sheets with different graphs and charts that are generated by a macro. This macros works perfectly - all the data is accurate and the figures are perfect when compared with a manual count. The problem I have is that the cells where the macro puts the summed values are in a chart that is supposed to create a bar graph. Normally, if I change a value that a bar graph uses I see the bar graph change - but that does not happen with the cells that have values placed in them by the macro. I also have a section that sums the values in the chart to make sure it's running right, and these values do not update automatically as well. The cells have the formula =SUM(B3:B12) and so on, in them. Right now, every time that I run the macro I need to go into the cell with the formula, hit 'enter', and then it does the summation. Is there a way to correct this problem, or is this something that is part of excel?
View 4 Replies
View Related
May 28, 2014
Why a formula would not automatically update? Possible problem is in relation to "<=" component of formulas'.
NOTE: This is not in relation to calculations option being set to 'Manual'.
This problem only effect two cells on my entire workbook and all other cells within the column affected, with the exact same formula, work fine.
The "<=" part of the formula is in relation to a drop down list with values from 1 to 12 and the formula works fine initially when flicking between the dropdown list numbers. But if I save the workbook on dropdown list number 2, the formula no longer works...
View 1 Replies
View Related
Jul 1, 2009
I have a long list of sedols and wish to download the last price for each on a limited range of dates (30 dates, hundreds of sedols). So I built my excel file to have the sedol running down a column and dates across the top, with the function:
=BDH($A4&" Equity SEDOL1","PX_LAST",DATE(YEAR($D$1),MONTH($D$1),DAY($D$1)-0),DATE(YEAR($D$1),MONTH($D$1),DAY($D$1)-0),"Dir=V","Dts=S","Sort=A","Quote=C","QtTyp=Y","Days=T","Per=**","DtFmt=D","DTS=H")
the cells are not updating automatically, even when I hit refresh.. the only way is to go into each cell and hit enter (not practical!).
The next problem is that it adds something like ("cols=1;rows=2") to the end of the function and copies down further than I want.
Is it the case that the Bloomberg functions just can't handle having the dates across the top and security identifiers down the side - or is there some work around?
View 4 Replies
View Related
Nov 20, 2009
Based on the attached I want to make the time automatically count down in MS Excel using VBA.
The attached will give you a flavour for what I want to achieve.
View 3 Replies
View Related
Mar 6, 2006
I am trying to update 25 different spreadsheets, and have the latest row of data from each of the 25 automatically go to a 26th spreadsheet that is my summary.
My goal is anytime I add a new row of data in any of the 25, that the summary sheet gets updated automatically.
View 9 Replies
View Related
Jan 15, 2009
I am going to try to be as detailed as I can here:
I have been manually inputting the most recent "paid to date" field from one sheet to another within the same workbook.
There are about 20 different payment schedules for each deal. Each of these has their own sheet, and we will call this the "Deal" sheet. Some deals are paid based on a monthly schedule, some are quarterly, and others are annual.
The "deal" sheet looks like this:
Due Date Payment Payment Rcvd Remng Payment Payment Date
8/31/08 $10,000.00 $10,000.00 $0.00 08/1/08
9/31/08 $10,000.00 $10,000.00 $0.00 09/1/08
10/31/08 $10,000.00 $10,000.00 $0.00 10/1/08
11/31/08 $10,000.00 $10,000.00 $0.00 11/1/08
12/31/08 $10,000.00 $10,000.00 $0.00 12/1/08
1/31/08 $10,000.00 $0 $10,000.00
I want to have a macro that will paste the most recent "Due date" based on a zero value in the "Remng Payment" column. For this example, the most recent "Due Date" should be 12/31/08 because that is the most recent zero value.
I want to past this value in another worksheet that contains a report for all 20 deals. Lets call this the "Reports" worksheet. Each of these dates individual deals needs to be applied to its respective row on the "Reports" worksheet in a "Paid to Date column.
View 9 Replies
View Related
Apr 4, 2014
setting the dates so that they update by 30 days once they have passed.
For example I need a cell that has an upcoming date to add 30 days to it once it has reached the upcoming date, so it is April 4th today, and I need it to change a cell that reads 'April 14th' to 'May 14th' once it is April 14th.
View 1 Replies
View Related
Jun 7, 2013
I currently have three worksheets and I'm trying to keep the data the identical throughout all three worksheets in cells B6-B9. I need to automatically update the same cell on the other two pages with the data from the edited one. Meaning if cell B7 is updated on sheet 2, that same data would be updated in cell B7 in the other two sheets, or if cell B9 is updated on sheet 3, that cells B9 on sheets one and two would have that same data.
View 11 Replies
View Related
May 21, 2009
I have tabs ranging from RA to DW
Also a summary sheet. As of now i have manually copied data from each tab onto summary sheet
Is there a way to automate the summary sheet so that when i enter data in each tab it gets updated automatically in summary sheet as well
Flexibility needed is:
If row is added in any sheet from RA to DW then the same should be created in summary
IF a resource is added in any tab then the same should be added in Summary.
Similary for delete too
Overall i should be able to update summary automatically when i update the tabs.
View 14 Replies
View Related
Jun 5, 2009
I have the following workbook (attached) and it is in various states of disarray but I have two questions concerning it;
First, there are three ComboBoxes that need to be linked to each other in the form. When I say this, I mean that depending on the user, it will be easier for them to enter the property name, versus the property number or AFE number or visa versa. Is there an easy way to have it so that when any of the three boxes (WELL NAME OR YARD, PROPERTY NUMBER, or AFE NUMBER) are selected, the other two populate with the corresponding data?
Second, there is a tab to enter new property details (the tab is not finished) as additional wells go on line. I can get it to the point where the input data will appear on the bottom of the PROPERTY DATA sheet. However, how can I create a dynamic range that will include this new information in the corresponding ComboBoxes on the first sheet automatically? Or, if there is a better way then a dynamic range to accomplish this, I would love to hear that too.
View 14 Replies
View Related
Apr 18, 2006
I have several tabs (worksheets) representing purchases for a specific year.
There is one tab (worksheet) that is a Summary of all purchases for all
years. How do I get Excel to automatically update the Summary worksheet
anytime one of the other worksheets are modified?
View 9 Replies
View Related
Mar 4, 2009
My links are not automatically updating on my worksheets. I was recently working on a sheet that linked to a different sheet in the same workbook. I deleted some cells by dragging other cells onto them, but when I went to the sheet that was linked to this sheet, the old information remained. When I clicked the cells that should have said "#Ref", they said =Sheet1!#REf but still had the old information showing until after I hit F9.
View 2 Replies
View Related
Jun 19, 2014
I'm using this to update a range of cells after an automatic copy and paste procedure;
Code:
Sub UpdateBtoW()
On Error GoTo HandleError
Application.Calculation = xlCalculationManual
Sheet74.Activate
Dim cell As Range
For Each cell In Range("B1:B50000")
If Not IsEmpty(cell.Value) Then
If cell.Offset(0, 14).Value = "" Then
[code].....
What it is supposed to do is look in column B and find any non-blank cells. If it finds one, it should check the following and update column W as necessary;
1) Column B shows 1, column P is not empty, column W is empty - UPDATE COLUMN W WITH 'Letter 1'
2) Column B shows 2, column P is not empty, column W is empty - UPDATE COLUMN W WITH 'Letter 2'
3) Column B shows any value, (not blank), column P is empty, column W is empty - UPDATE COLUMN W WITH 'N/A'
The issue is that it is updating the cells as required, but it then goes on to fill the entire sheet with 44819 in every single cell.
View 4 Replies
View Related
Apr 24, 2007
I have one work sheet (worksheet #1) that everyone in the company uses. With this worksheet they submit orders to my department.
When I receive it (worksheet #1) I have a macro built in so that all i have to do is click a button and the sheet get's logged onto a certain workbook (workbook #1) on the appropriated tabbed sheet.
On my log workbook (workbook #1) I have two tabed sheets "2005" and "2007", and all of the worksheet#1's go to the next line on "2007"
On occasion a sales person will open up an old worksheet and the macro will log it onto "2005".
I want to create a macro for (workbook #1) that goes something like this:
If any files attempt to write to sheet "2005"
do not allow or (False)
move line item to sheet "2007" to the next open line.
View 9 Replies
View Related
Dec 28, 2009
I have a range of 9 cells located in A2 to A10. The name of this range should be whatever the text in cell A1 is.
The Problem is that the content of cell A1 can change since it is reflecting the content of another cell on a different sheet.
My probelm is that once i define the range to be named according A1 it will keep that name, even if the content of A1 changes.
How can i program in VBA that the name of the cells in range A2 to A10 always is whatever isthe text in A1 is? If Aq changes the name of the cells in range A2 to A10 should change as well; Plus the old name should be deleted.
I think it might work with some event trigger and then a automatic naming of a range. I tried a few things but nothing really worked. (not very exeprianced vit VBA)
View 9 Replies
View Related
Jun 22, 2007
I would like to make my stock sheet able to copy entres to another sheet within the same work book. (avoiding using VB as I can't do that)
If data is entered in sheet2, it is automatically copied onto sheet1.
The reason is that each storage device will have its own sheet and all entries will automatically be copied to the master sheet. This will make things easy for the people who need to use this system for updating and seaching it.
I have seen a similare problem that seems much more complex here @ Copy Data From Multiple Closed Spreadsheets
View 6 Replies
View Related
Jun 25, 2008
I'm using a heavy excel file and I have linked some cells in one sheet to other worksheets in the same file. My problem is that when I change the value in some cells they do not change in the other cells linked to the ones I have modified.
View 7 Replies
View Related
Jul 12, 2012
I have a quite big database as a result of a study in Excel 2010. There is a special block of data for every participant in the study, including 16 data series in 16 lines. I have to make a unique chart for every line.
One block is bulid up in a way, that every row is the input for a chart, with the exception of one "spacer" row, which is empty.
Name
1 2 3 4 ...
A
B
C
D
E
F
For example in the sample above, there should be 6 line-charts (A, B, C, D, E, F) next to the block.
Can a macro be written, so I can automatically create the chart-set by selecting the block's upper left cell and running the macro? Or is there any easier method?
View 5 Replies
View Related
Sep 5, 2012
I want to prepare a graph / chart for the column A and column B. Column A has headers and B has the data that I want to represent in the graphs. The real problem in this is that the two columns length is not fixed. For eg. for January Column A & B could have 5 rows of data but for February they could have 10 rows of data. I dont want to prepare the chart manually every month. I want that if we could apply any VBA coomands that could prepare the chart automatically irrespective of the rows count.
View 9 Replies
View Related
Jul 28, 2009
Produce a chart (not a problem) that can be updated should the length of the X and Y data change?
This may not even need to be a macro, if it is possible to have a chart whose X and Y axis updates depending on the contents of a column?
If you search through the history of even this forum you will see quite a lot of people are looking for this solution.
View 9 Replies
View Related
