Graph by Date

[russthedutch]

Hi, I wonder if you can help me - I've got financial statements in a list (exported from online banking) and I've got a system where I 'tag' each spend with a dropdown menu. What I want to do is have a visual representation of the spend by category in graph form. I'm trying to get Excel to graph the required data only if the date is between 1-31 of a month in the data range. Also, I'd like to get it to graph a comparison of previous months. How do I get Excel to graph by date range?

Thanks.

 

[oldbrewer]

you have to tell excel what to graph

say you have 12 months jan thru to dec with spend figures

if you want to graph say aug to oct then you use offset and match to isolate aug to oct
rejected months spend should be na() Not blank or zero because excel with plot those as zeros

 

[russthedutch]

Thanks - so if I have a =date(month) expression in one cell (to give me e.g. "10" for October) then build an if statement where date >= 1 or <= 31 and month = 10, then sumif the value per category - will this work?

 

[oldbrewer]

	jan in D9
	jan	feb	mar	apr	may	jun	jul	aug	sep	oct	nov	dec
	7	8	9	10	11	12	13	14	15	16	17	18
			task plot apr to july
			apr is month 4	4
			jul is month 7	7
	1 in D24
	1	2	3	4	5	6	7	8	9	10	11	12
	jan	feb	mar	apr	may	jun	jul	aug	sep	oct	nov	dec
	#N/A	#N/A	#N/A	10	11	12	13	#N/A	#N/A	#N/A	#N/A	#N/A
			formula under january
			=IF(D24<$H$19,NA(),IF(D24>$H$20,NA(),D10))
			so inputting the 4 and 7 gives you data ready for the chart

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