Recommended: Format the sales data list as a named Excel Table, then create named ranges based on the table columns.The sections below show two ways to set up dynamic named ranges, based on the sales data YES: chart should be based on a dynamic range of cells, that grows automatically the the number of rows in the source data changes.NO: we don't want to use a static range of cells, such as the current range for the list, $A$1: $D$43.New records will be added to the table every business day. The Sales Data list is not static, it is going to change size. Later, you will use this worksheet data to create summary data for the chart On the SalesData sheet, in cells A1:D1, add the headings, Date,.Add another sheet, and rename the new sheet as Chart.In a new Excel workbook, rename Sheet1 as sheet name SalesData.OR, to save time, go to the Download section below, and get the "Chart Data Only" sample file. Create Sales Data Listįollow the steps below, to create a worksheet list with sales data set for an interactive chart. Other methods of summarizing Excel data, such as pivot charts, do not allow certain Excel chart types, such as Scatter charts, or Histograms. For an Excel dashboard, you could focus on key regions or product lines.Īny type of chart can be built from the worksheet chart data source. With this Interactive Date Range Chart technique, the chart data is custom built, so you can choose key items to include, and omit others.
Then, with a couple of clicks, all the dashboard data updates at once. Other dashboard formulas could be linked to those start and end cells. Compact & Visible Date Range SelectionĪt the top of the Excel sheet, the chart data's start and end dates are: This type of interactive date range chart is great for an Excel dashboard, where you need to present key data in a small space. There are written steps below the video, and sample files to download, at the end of this page. In the video below, see how to set up an Excel table, and dynamic range names, and then create formulas that summarize the sales for the selected date range. You add new sales data records, or if you select a different date range at the top of the chart sheet, the In this example, there is an interactive Excel column chart, with date drop downs at the top of the worksheet. More Tutorials Chart With Interactive Date Range
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