Forum Discussion
Looking ways to Automate Board Financials
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 appreciated
Thank youThe 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.
Hi Mathetes
Thank you for your support. However, I do have some concerns to discuss
- First, 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 questions
Thank you once again
