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Dynamic Chart Range - Stumped!

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    Dynamic Chart Range - Stumped!

    Hi all

    Chart Question.xlsx

    In the attached document, I have a dynamic chart I am trying to build, that has two parameters: risk level and name, looking at fund return. I tried building an offset formula for x and y axis, but I can't get an offset to work properly when there potential blanks. eg can see in current setup, it needs pick up Fund A and Fund C, and risk levels 3, 4 and 6, without touching Fund B and risk level 5 (I don't want blanks appearing in chart).

    Is there a nifty way to do this? Any help would be majorly appreciated, been wrecking my brain for a while over this and I struggled to find anything already in the forum on it.

    thanks

    peter

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    Re: Dynamic Chart Range - Stumped!

    Are you still using Excel 2013? If not, then please update your profile.

    The best way to deal with charts in my experience is to create a dynamic table that pulls a summary from the actual data and to use that as the chart source. I'll have a look and see if that might work for you.
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    Re: Dynamic Chart Range - Stumped!

    Thanks Ali. Good spot, I'm using Microsoft 365 Excel now. I've updated my profile.

    Great idea re dynamic table! I'm not sure how to get around blanks / gaps between data parameters risk level and fund name, ie if I just choose Fund 1 and Fund 3.

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    Re: Dynamic Chart Range - Stumped!

    Great!

    Move the chart aside, then in B11:

    =LET(n,FILTER(C4:C7,B4:B7="YES"),f,FILTER(D4:G7,B4:B7="YES"),HSTACK(VSTACK(C3,n),FILTER(VSTACK(D3:G3,f),D2:G2="YES")))

    Select data for the chart: C11:G15
    Select data for horizontal data labels: D11:G11

    Now move the chart back over the dynamic table.

    Adjust YES and NO selections to check.
    Attached Files Attached Files
    Last edited by AliGW; 11-24-2023 at 06:35 AM.

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    Re: Dynamic Chart Range - Stumped!

    Wow this formula has blown my mind, thank you so much Ali!

    It's going to take me a long time to unpack this but this is hugely appreciated, and it works perfectly! Thank you again.

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    Re: Dynamic Chart Range - Stumped!

    Glad to have helped.

    If that takes care of your original question, please choose Thread Tools from the menu link above and mark this thread as SOLVED.

    Also, if you have not already done so, you may not be aware that you can thank anyone who offered you help towards a solution for your issue by clicking the small star icon (* Add Reputation) located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of each of those who offered help.

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    Re: Dynamic Chart Range - Stumped!

    Huge thanks again for this Ali, the table works great. However, if I adjust the funds on the left hand side, it breaks the chart.

    I tried building chart with an offset but I struggled with the two parameters . Any ideas?

    thanks

    Peter

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    Re: Dynamic Chart Range - Stumped!

    That's annoying - sorry about that.

    I can't help you with OFFSET, but I'll have another look and see if it can be achieved any other way.

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    Re: Dynamic Chart Range - Stumped!

    thanks in advance!

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    Re: Dynamic Chart Range - Stumped!

    Not getting very far, I'm afraid, Hopefully someone else will be able to crack it for you.

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    Re: Dynamic Chart Range - Stumped!

    No worries I appreciate everything you've done so far, thank you for trying Ali!

    Is there another excel boffin out there that can help with the last leg?

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    Re: Dynamic Chart Range - Stumped!

    Hopefully - I've put out a call for help.

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    Re: Dynamic Chart Range - Stumped!

    Try it now...

    Is this what you expected?
    Attached Files Attached Files
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    Re: Dynamic Chart Range - Stumped!

    No, that's showing the same issues, Glenn. Change F2 and B6 to NO and you'll see that the series numbers at the bottom of the chart change and are incorrect. And the first BLUE bar on the chart should not be showing.

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    Re: Dynamic Chart Range - Stumped!

    I posted your file... not the one I twiddled with. Where did I put it???

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    Re: Dynamic Chart Range - Stumped!

    Dunno - I was wondering what you'd actually changed!

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    Re: Dynamic Chart Range - Stumped!

    I found it...
    Attached Files Attached Files

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    Re: Dynamic Chart Range - Stumped!

    That appears to work - what did you change?

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    Re: Dynamic Chart Range - Stumped!

    Aha... a secret... I changed the Risk level Names to TEXT by adding an '

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    Re: Dynamic Chart Range - Stumped!

    Ah! That makes sense.

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    Re: Dynamic Chart Range - Stumped!

    OK - so it looks like we can do it this way intsead of changing the numbers in the original table:

    =LET(n,FILTER(C4:C7,B4:B7="YES"),f,FILTER(D4:G7,B4:B7="YES"),HSTACK(VSTACK(C3,n),FILTER(VSTACK(TEXT(D3:G3,"0"),f),D2:G2="YES")))

    Cheers, Glenn!
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    Last edited by AliGW; 11-25-2023 at 04:19 AM. Reason: Typo fixed.

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    Re: Dynamic Chart Range - Stumped!

    Final version: summary table (and hence chart) set to show percentages.
    Attached Files Attached Files

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    Re: Dynamic Chart Range - Stumped!

    Sorry for the delay in my reply, I did not get any email notifications about new replies.

    HUGE thanks to both of you for this, absolutely amazing! What an awesome formulae, I've learned a lot here!

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    Re: Dynamic Chart Range - Stumped!

    Glad to have helped.

    If that takes care of your original question, please choose Thread Tools from the menu link above and mark this thread as SOLVED.

    Also, if you have not already done so, you may not be aware that you can thank anyone who offered you help towards a solution for your issue by clicking the small star icon (* Add Reputation) located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of each of those who offered help.

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    Re: Dynamic Chart Range - Stumped!

    Yep have added rep to both of you

    Sorry actually one more thing.

    How do you set up the chart so it captures the data table? I copied formulae across to my data set but can't get the chart to link. I can see neither of you used named ranges so am intrigued how the chart automatically adjusts for data in table?

    thanks

    peter

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    Re: Dynamic Chart Range - Stumped!

    Right-click the chart - Select Data.

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    Re: Dynamic Chart Range - Stumped!

    But it just shows that you've selected the specific area. Then when you adjust yes / nos, it automatically changes the chart areas selected. How does it do this?

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    Re: Dynamic Chart Range - Stumped!

    Because it knows it's working with a dynamic range. Is there a problem?

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    Re: Dynamic Chart Range - Stumped!

    Sorry for sounding really dumb but how did you configure the chart to work with a dynamic range?

    When I copy your formulae and apply to my dataset, and try to rebuild the chart, it does recognise the data is in a dynamic range. How do I fix this?

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    Re: Dynamic Chart Range - Stumped!

    I don't undresyand the issue. Attach a workbook that shows the problem. It's all working fine for me.

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    Re: Dynamic Chart Range - Stumped!

    Trying to work out what you are struggling with: the dynamic range is the table we create with the formula. Do you have that selected in Select Data?

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    Re: Dynamic Chart Range - Stumped!

    Can we assume that you resolved the issue?

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    Re: Dynamic Chart Range - Stumped!

    Sorry ignore me, all resolved now!

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    Re: Dynamic Chart Range - Stumped!

    Glad to have helped.

    If that takes care of your original question, please choose Thread Tools from the menu link above and mark this thread as SOLVED.

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