Forum Discussion
Charts Frustration
Mdueck Not sure I fully understand but perhaps something like in the attached file?
Sorry for the blurred picture. Can't get it right for some reason.
HI, thanks for your response, sorry I'm not clear it's gonna be my terminology and my brain also breaking...
The lines for the 40th and Retirement are perfect!
Basically, the amount of the policy e.g. Isn't actually that important and doesn't need plotting on the graph, ideally I would like the name of the policies (policy 1....) to be the Policy Amount, but I can figure that out with a text box or something.
My main issue is the age axis at the bottom
I'm trying to demonstrate when someone's like policy expires compared to their retirement age and other life events.
So the age series is perfect but I want the bottom axis to start at the age of the client. The reason for this is that no one would have an insurance policy from the day they were born.
So I either want the axis to start from their current age or maybe it's easier to plot with a policy start age and policy end age...
OR I just have the data plotted with a line or a dot where each policy ends then the axis does matter (I could just have a fixed range from say 18 - 90)
I'm sorry if I'm not making much sense. Im thinking my 2nd option without bars might be easier so I don't need a dynamic axis
Don't understand. Why have amounts in the table if you don't want to plot them? What do you mean by "wanting the policy name to be the policy amount"?
Dynamically setting the start of the age axis at the the client's age would require VBA (I think). Not something I do, I'm afraid.
Perhaps you can make a sketch of the kind of chart you want, because I find it hard to visualize otherwise.
Yeah I think i'm giving up on the dynamic bit, I'm just setting the age from 18 - 90 or something like that.
I'm looking for it to look like this...So i've basically set my table out like this, which will feel the chart. The Dep 1,2,3 are childrens ages, these and the retirement will be plotted in the same way you did with the trend lines (which i loved by the way):
So this table will be fed data from this table:
(The policy End Ages for Applicant 1(thomas) are in the highlighted cell column)
To avoid gaps in the chart, I want to say IF OWNER = AP1Name or "JOINT" then put the Policy End Age for that row in the graph chart.
I'm basically create 1 chart for applicant 1 that shows sole and joint policies and one for applicant 2 eventually.
I really appreciate you help, this has been very helpfulMarc - Financial Adviser.... not an excel expert