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Excel Graphs and Categories

AyulinAyulin Registered User regular
edited December 2009 in Help / Advice Forum
Hey all. Having some issues making a graph in the Excel 2010 beta.

The spreadsheet is just a simple income/expenses tracking thing for my own use. I'm having trouble coming up with a way to have a breakdown of my expenses appear as a graph.

Basically I have a few set categories for expenses (such as Food, Electronics, etc.) with details and amount, sorted by date. I need a way to total all the amounts for one category, then have the total for each category represented in a pie graph.

I can make a graph of the "raw" expenses right now, but that results in each individual item in a category showing up as a separate slice. I just want each category as one slice, but have no idea where to start.

Any thoughts?

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Ayulin on

Posts

  • SanderJKSanderJK Crocodylus Pontifex Sinterklasicus Madrid, 3000 ADRegistered User regular
    edited December 2009
    It sounds like a common problem with Excel: It's treating both datasets as seperate sets, instead of graphing them against each other. It depends a bit on versions, but you need to set on of the two as the x-axis. In 2003 this is done as one of the steps in making the graph, in 2007 this is done by rightclicking on the graph and editing the data.

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  • ueanuean Registered User regular
    edited December 2009
    Yup.

    Pivottables are also nice as you can assign the data on the fly and change things very quickly to be represented in different manners.

    Not in on the 2010 Beta though so can't help ya there if you aren't finding what SanderJK talked about.

    uean on
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  • AyulinAyulin Registered User regular
    edited December 2009
    Oh, hey, PivotCharts seem to have been exactly what I need. Thanks!

    (Is there a way to have it refresh automatically when the data is updated, though?)

    Ayulin on
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