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Formula for date-based dynamic chart over unknown number of rows

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    Formula for date-based dynamic chart over unknown number of rows

    I've been working on a spreadsheet for my personal finances. I have two complete years of transactions over four accounts. I wanted to graph the trends of each account and the sum of all accounts, but I only wanted to visualize the past year (365 days) of data.

    I set out to create a dynamic chart and found a variety of resources online; one example was a dynamic chart for the past 12 months (12 entries) - all the examples I could find relied on a set number of data points. I have an unknown (or dynamic) number of daily transactions and the balance of my accounts after each such transaction. I managed to create a formula that gives me an offset based on the number of transactions over a set time period (365 days) rather than a set number of transactions:

    Column A contains the date (YMD) of each transaction, column J contains the balance after the transaction.
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    Those formulas are the same, save for the column offset "9" for the balance. For the row offset, I find the last row of data using COUNTA() (this is reliable because I'll never have a transaction entry without a date) and subtract from that the number of transactions (COUNTIF) that occurred later than 365 days prior to the latest transaction (MAX). I reuse the COUNTIF/MAX to create the range by specifying the OFFSET height parameter as the number of transactions later than 365 days prior to the latest transaction.

    I created a named range for each formula, created my chart with the date and balance columns, then updated the data series using the named ranges for the X and Y values.

    I now have a rolling chart for all transactions within the past year of my latest entry.

    Hope someone else finds this useful!

  2. #2
    Forum Expert Palmetto's Avatar
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    Re: Formula for date-based dynamic chart over unknown number of rows

    Thanks for posting your solution - someone is sure to find it helpful.
    Would be nice to have an generic workbook example for someone to download.
    Palmetto

    Do you know . . . ?

    You can leave feedback and add to the reputation of all who contributed a helpful response to your solution by clicking the star icon located at the left in one of their post in this thread.

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