Forum Discussion

Copper Contributor

Mar 25, 2020

Looking ways to Automate Board Financials

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 ch...

BI & Data Analysis

excel

Excel for web

Formulas and Functions

Macros and VBA

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

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.