Hi All I wanted to automate my excel workbooks that I used for board financial. These are numerous worksheets in each workbook. Currently, I am encoding the values manually and changing the each charts by “Editing The Data Selecting” and it’s taking atleast 4 days to complete the overall worksheet. I want to automate the entire workbook and want to started with dynamic table and charts which mean if I input any data into X axis and Y axis, it automatically update my charts. Since I joined this job, I had assigned to work on these reports and I have no clue how old is these excel spreadsheets and It’s completely impossible to create a new ones because it has the date since 2015/2016 that populated with multiple rows. But I only show the data for most recent YTD that means current we are in March 2020 so I need to show in the graph only Feb 2019 through March 2020. Could anyone please suggest me ideas or youtube tutorials how could I do that? I was trying to follow Leila Tips through YouTube videos but in my case, I get lost due to so much data and I can’t create charts from zero (0). Also, I can’t change the formatting of my spreadsheet. Please give me some ideas how can I update the current charts with dynamic table (CTRL + T). Thank you

Zuhaib_Raja Is it at all possible for you to render any actual names or other identifiers anonymous and then upload the actual sheets. In the absence of actually seeing what you're working with, it's awfully hard to give anything other than VERY general suggestions. And it sounds as if you've already got enough knowledge to know some general ideas....the very fact that you're talking of dynamic arrays (for example) suggests that you're not a total novice. Old spreadsheets, though, can be something of a challenge, because new features often do expect certain layouts....anyway, I'm sure there are people here who could help, but we'd be far better equipped to help you if we could see the actual spreadsheets.

mathetes Hi Mathetes Thank you for your feedback. As advised, I have prepared the sample to excel data spreadsheet that only consists of a few values and rows. Remember the one I am working have hundreds of rows and multiple worksheets and I can't change any formatting and also impossible to create new charts that are the combination of a variety of different layouts. In this excel I added the data since Feb 18 MM, YYYY but I only took the values of YTD since Jan 19. I do hide the other rows in the real dataset that I don't consider to mention in the graphs however I didn't hide in this excel sheet. I want to automate at this point, if I input any values in row # 48 to add Mar 20 values in automatically update/reflect into my charts. Any help in this regard will be appreciatedThank you

Zuhaib_Raja The only thing I've done here at this point is to convert your data into a Table, named "Table1," and made that (by designating "=Table1" as the data range for the chart) the data source for the two charts. Doing those two steps has the result of the charts automatically including any new rows as they get added. So that's a start. Let us know if this resolves your situation. I'm going to guess that it won't fully, but you will need to come back with more details if more is needed.

mathetes Hi Mathetes Thank you for your support. However, I do have some concerns to discussFirst, how did you create the Table and assign the Table Name? Did you use CTRL + T command?Second, how did you choose the data source?Now, if you go back to my first concern/explanation and spreadsheet, I mentioned “In this excel I added the data since Feb 18 MM, YYYY but I only took the values of YTD since Jan 19. I do hide the other rows in the real working dataset/spreadsheet that I don't consider to mention in the graphs however I didn't hide in this excel sheet.” That being said, I need to customize my chart data, when you create the table and choose data from the table then you are selecting the data from the beginning if I am not correct. We can customize it manually but in this case, I want to automate that I need the data select of the last year only. For instance, if I am creating a report of April 20 then my data point will start from April 19 to April 20 and if I make a report May 20 then it will be May 19 to May 20. I hope it does make any sense.Let me know if you have any questionsThank you once again

Zuhaib_Raja First, how did you create the Table and assign the Table Name? Did you use CTRL + T command?I selected the whole data set, headings included, and used Insert....Table. The name was assigned by Excel and can be changed. Second, how did you choose the data source?Right click with the cursor in the chart; then pick "Select Data...." from the menu that appears. At that point the image that I included with the last one shows that I just entered "=Table1" as the source data. As to the rest of your questions, I'd have to do a lot of playing around with such steps as(a) setting some start and finish dates for any reporting you want (as user-established variables) somewhere on one of your sheets(b) the use of OFFSET and INDIRECT (or some such) to determine the dimensions of the subset of the full dataset that you want included. In other words, I'm not sure how I'd resolve all of your concerns in order to make this fully automated. The restrictions you've articulated -- no freedom to change layouts, etc.--are probably things I'd want to challenge. Anyway, at this point I am interested in seeing what others come up with. I've used INDIRECT and OFFSET and the like on some of my own projects, but I'd need to "play" with them, which will take time. So I'm hoping some of the far more-expert experts here will chime in. In the meantime, are you comfortable digging in yourself to see whether you could use functions such as those two I mentioned? Make a copy of your data that you can use without destroying anything... And then use sites like https://exceljet.net/ to explore both how to use those functions, but also follow their cross-references to other features. That's what I would do were I in your place.

Looking ways to Automate Board Financials

11 Replies

mathetes
Silver Contributor
Mar 25, 2020
Zuhaib_Raja

Is it at all possible for you to render any actual names or other identifiers anonymous and then upload the actual sheets. In the absence of actually seeing what you're working with, it's awfully hard to give anything other than VERY general suggestions. And it sounds as if you've already got enough knowledge to know some general ideas....the very fact that you're talking of dynamic arrays (for example) suggests that you're not a total novice.

Old spreadsheets, though, can be something of a challenge, because new features often do expect certain layouts....anyway, I'm sure there are people here who could help, but we'd be far better equipped to help you if we could see the actual spreadsheets.
- Zuhaib_Raja
  Copper Contributor
  Mar 26, 2020
  mathetes
  Hi Mathetes
  Thank you for your feedback. As advised, I have prepared the sample to excel data spreadsheet that only consists of a few values and rows. Remember the one I am working have hundreds of rows and multiple worksheets and I can't change any formatting and also impossible to create new charts that are the combination of a variety of different layouts. In this excel I added the data since Feb 18 MM, YYYY but I only took the values of YTD since Jan 19. I do hide the other rows in the real dataset that I don't consider to mention in the graphs however I didn't hide in this excel sheet. I want to automate at this point, if I input any values in row # 48 to add Mar 20 values in automatically update/reflect into my charts. Any help in this regard will be appreciated
  
  Thank you
  Sampe Chart Data.xlsx60 KB
  - mathetes
    Silver Contributor
    Mar 26, 2020
    Zuhaib_Raja
    
    The only thing I've done here at this point is to convert your data into a Table, named "Table1," and made that (by designating "=Table1" as the data range for the chart) the data source for the two charts. Doing those two steps has the result of the charts automatically including any new rows as they get added.
    
    So that's a start. Let us know if this resolves your situation. I'm going to guess that it won't fully, but you will need to come back with more details if more is needed.
    Sampe Chart Data_Tabled.xlsx63 KB

Forum Discussion

Looking ways to Automate Board Financials

11 Replies

Resources