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Add Incremental Data to my Chart

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    Add Incremental Data to my Chart

    Hello,

    I've created a chart which I am continually adding to.

    At the beginning of each month I wish to add a stacked column to my chart to show new additions and completed tasks made to the chart.

    Can you please guide me to the best way of completing this task which is not too onerous?

    I have a chart which I can share if needed.

    Thank you,
    Rob

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    Re: Add Incremental Data to my Chart

    Convert the data on which the chart is based to an Excel table. Excel tables "know" how big they are. If the current chart covers the data at the time you convert to the table, it might be all you need to do.

    Otherwise, you might have to do a one-time rebuild of the chart based on the table. Then as data is added to the table, the chart should expand automatically.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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    Re: Add Incremental Data to my Chart

    Hi deflak,

    Thank you for supporting me.

    Can I send you the document and you can show me what you mean?

    I'm not sure what you mean, I only want to show the differences each month. The bits that i've added and completed.

    Best Wishes,
    Rob

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    Re: Add Incremental Data to my Chart

    Attach a sample workbook (not a picture or pasted copy). Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.

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    Re: Add Incremental Data to my Chart

    In the meantime, here is something to get you started with tables: http://www.utteraccess.com/wiki/Tables_in_Excel.

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    Re: Add Incremental Data to my Chart

    Hi deflak,

    Not sure how to attach a document. Can I email you?

    Thanks,
    Rob

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    Re: Add Incremental Data to my Chart

    Here's the "canned response" on how to attach a workbook along with some suggestions.

    Attach a sample workbook (not a picture or pasted copy). Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.

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    Re: Add Incremental Data to my Chart

    Hi deflak,

    Sorry cannot see an icon or command that relates to 'GO ADVANCED'

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    Re: Add Incremental Data to my Chart

    Right next to Post Quick Reply on bottom right.

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    Re: Add Incremental Data to my Chart

    Hi dflak,

    Don't have that option.

    Bottom right is 'Submit Reply' and 'Review Post'

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    Re: Add Incremental Data to my Chart

    Hi deflak,

    I've attached a sample file, placed a description of what i'm trying to show.
    Attached Files Attached Files

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    Re: Add Incremental Data to my Chart

    OK, got it. I will recommend tracking all tasks on on sheet. But you can look at them in a Monthly View. I have to run off now and I'll take a look when I get back,

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    Re: Add Incremental Data to my Chart

    Things got away from me this afternoon. I should be able to get to it tomorrow.

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    Re: Add Incremental Data to my Chart

    A day late but here it is.

    I converted the data into an Excel table. I did this because tables know how big they are so that formulas, pivot tables and charts build from them do not have to be modified when data is added to or deleted from the table. Also formulas are expressed in terms of column headers which make them easier to understand and debug. (This also works in VB code). Keep everything in one table. If you want month view, you can filter the table.

    The tally sheet has, as you noted, date range formulas for tasks raised. I added some helper columns to keep the program "flexible." I could have hard coded these values into the formulas. The spreadsheet is almost ready to roll over into the next year if the project lasts that long. It will take a bit of modification, but not much.

    The formulas are COUNTIFS.
    =COUNTIFS(Table_Master[Date],">="&[@Start],Table_Master[Date],"<="&[@End]) - gets the tasks raised during a month.
    =COUNTIFS(Table_Master[Completed],">="&[@Start],Table_Master[Completed],"<="&[@End]) - gets the tasks completed during a month.

    As for the chart: I made this dynamic. So as you start adding months to the chart, the chart will grow.
    The details are in these links:
    http://www.utteraccess.com/wiki/Offs...Dynamic_Ranges
    http://www.utteraccess.com/wiki/Dynamic_Charting

    Specifically I created a range: Plot_Month =OFFSET('Tally 2019'!$A$4,0,0,MATCH('Tally 2019'!$F$1,Table_Tally[Month],0),1) - this range is defined as
    - Start in cell A4
    - Go down zero rows
    - Go right zero columns
    - give me a range MATCH($F$1,Table_Tally[Month],0) rows deep and 1 column wide.

    Since today is in March, F1 = "March" and this formula points to the range A4:A6. In a couple of days, it will point to A4:A7 and the chart will pick up April.

    I defined two other ranges
    Plot_Raised =OFFSET(Plot_Month,0,1)
    Plot_Closed =OFFSET(Plot_Month,0,2)

    These are exactly the same range as Plot_Month but offset to the right by 1 and 2 columns respectively.
    Attached Files Attached Files

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    Re: Add Incremental Data to my Chart

    Hi deflak,

    This works perfectly for me.

    Thank you so much for your help and time, very much appreciated.

    Best Wishes,
    Rob

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    Re: Add Incremental Data to my Chart

    Hi,

    Can anyone please help with this?

    I have a problem with this chart.

    If you look at April in the Tally 2019 tab it comes up with 4 raised and 6 completed.

    If you look at the Master Schedule tab then 4 items were raised and it shows 6 completed.

    Can you help with this?

    Best Wishes,
    Rob
    Attached Files Attached Files
    Last edited by Robert_Ham; 04-16-2019 at 09:55 AM.

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