Hello everyone. I'm trying to accomplish something that I feel should be fairly simple, but I have very little experience with charts in Excel. I've attached an Excel file that is a basic layout of what my actual workbook looks like. I can't get to the actual one because it's at work, and we can't post to forums there >.<. In any case, it's the same concept. I've also attached two pictures that show the most basic concept of how I would like the charts to display the data. Okay, here's what I'm trying to do:
We track each and every transaction throughout the year and categorize it based on the type of expenditure (travel, office supplies, etc). Each category has it's own sheet within the workbook. The transactions have a date in the far left, displayed in DD MMM YY format. In a separate sheet, I want to be able to add together all charges based on what month they occurred in. Once all of that is plugged in, I want it to reflect on two charts. The first will show each month on the X-axis and the $$ on the Y-axis. Also on this chart will be a line representing the $$ budgeted for that month for easy comparison. The second chart is a little simpler. It will just have a line representing the total quarterly budget and a bar that represents the total expenditures for that quarter.
Thank you in advance for any help offered.
Budget.xlsx
Qtrly_Chart.png
Qtrly_Summary.png
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