I have a workbook that lists a client's portfolio. In this workbook I have a list of each individual company that particular client is invested in along with the value of the investment.
Under the portfolio text I have a pie chart that breaks the data down by Investment company. (example: Prudential = 40%, Oppenheimer = 20%, US Government = 40%)
I have to manually enter any new companies that I add and, like-wise, delete any companies that we transfer from. I don't mind doing this on the text side, but I would like the graph to automatically recognize these events and adjust itself accordingly.
Worksheet layout:
A1:A23 = Owner's Name (not all rows will be filled in)
B1:B23 = Investment Company (not all rows will be filled in)
C1:C23 = Value of that investment. (not all rows will be filled in)
Underneath all of this:
A24:A30 = I manually type in the company name. (sometimes the client may have more than one policy with a particular company so I have to enter that company one time.)
B24:B30 = SUMIF($B$1:$B$23,A24,$C$1:$C$23)
I then drag this formula down according to how many unique companies i have listed.
After all of this, I then choose the data to graph and off I go.
A) How can I get the unique data to display automatically in a specified range?
B) How can I set a graph that will graph the data but leave out any blank values?
I know there must be a quicker way. Preferably, without a macro.
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