Best practice for arranging and graphing three dimensions of data

Tim500

New Member
Joined
Oct 7, 2022
Messages
2
Office Version
  1. 2016
Platform
  1. Windows
Hello all,

I would like to report on the monthly totals of two income streams and several expense lines for several activities, and present this in an easy to understand graph.

Firstly, I'd like to know if there are best practices on how to arrange the data. I've attached a couple of options that I've tried.

The first option is really cumbersome to enter data into. (I'm manually entering figures from a report at this stage until I figure out a way to pull it in from the finance package).
The second option is easier for data entry, but I don't know if this works for getting the data into a graph.

Then I'd like to know the best method for graphing the data. I'm thinking that a stacked bar chart would be the easiest for the readers to understand, with months along the X axis, and dollars on the Y, and each department having two stacked bars within each month: one with each type of income and the other with each type of expense. But I have no idea how to go about generating this graph!

And is there a more intuitive way to graph this data?

Thanks for your help.

This option is really cumbersome to enter data into.
Book1
ABCDE
1MonthActivityInc/ExpAccountAmount
2Jul-22Activity 1IncomeAccount 1354.28
3Jul-22Activity 1IncomeAccount 2305.90
4Jul-22Activity 1ExpenseAccount 47.62
5Jul-22Activity 1ExpenseAccount 58.69
6Jul-22Activity 2IncomeAccount 1207.50
7Jul-22Activity 2IncomeAccount 2551.89
8Jul-22Activity 2ExpenseAccount 513.24
9Jul-22Activity 3IncomeAccount 147.88
10Jul-22Activity 3IncomeAccount 254.57
11Jul-22Activity 3ExpenseAccount 51.89
12Aug-22Activity 1IncomeAccount 190.71
13Aug-22Activity 1IncomeAccount 290.34
14Aug-22Activity 1ExpenseAccount 52.57
15Aug-22Activity 2IncomeAccount 1138.42
16Aug-22Activity 2IncomeAccount 2346.43
17Aug-22Activity 2ExpenseAccount 59.03
18Aug-22Activity 3IncomeAccount 1106.64
19Aug-22Activity 3IncomeAccount 2161.76
20Aug-22Activity 3ExpenseAccount 53.18
21Sep-22Activity 1IncomeAccount 1189.10
22Sep-22Activity 1IncomeAccount 2242.69
23Sep-22Activity 1ExpenseAccount 317.70
24Sep-22Activity 1ExpenseAccount 57.46
25Sep-22Activity 1ExpenseAccount 66.17
Sheet1


This is easier for data entry, but I don't know if this works for getting the data into a graph.
Book1
ABCDEFGH
1MonthActivityIncomeExpenses
2Account 1Account 2Account 3Account 4Account 5Account 6
3Jul-22Activity 1354.28305.907.628.69
4Jul-22Activity 2207.50551.8913.24
5Jul-22Activity 347.8854.571.89
6Jul-22Activity 4
7Aug-22Activity 190.7190.342.57
8Aug-22Activity 2138.42346.439.03
9Aug-22Activity 3106.64161.763.18
10Aug-22Activity 4
11Sep-22Activity 1189.10242.6917.707.466.17
12Sep-22Activity 2185.93320.789.1913.25
13Sep-22Activity 386.19101.342.868.74
14Sep-22Activity 420.2418.34
Sheet2
 

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Update: I have discovered that I can pull the data out of the accounting package similar to option 1 above, without the inc/exp column, but with positive and negative amounts instead.
Or alternatively I can put debits and credits into separate columns like this:
Activity trends.xlsx
ABCDE
1MonthActivityAccountDebitCredit
2Jul-22Activity 1Account 1354.28
3Jul-22Activity 1Account 2305.90
4Jul-22Activity 1Account 47.62
5Jul-22Activity 1Account 58.69
6Jul-22Activity 2Account 1207.50
7Jul-22Activity 2Account 2551.89
8Jul-22Activity 2Account 513.24
9Jul-22Activity 3Account 147.88
10Jul-22Activity 3Account 254.57
11Jul-22Activity 3Account 51.89
12Aug-22Activity 1Account 190.71
13Aug-22Activity 1Account 290.34
14Aug-22Activity 1Account 52.57
15Aug-22Activity 2Account 1138.42
16Aug-22Activity 2Account 2346.43
17Aug-22Activity 2Account 59.03
18Aug-22Activity 3Account 1106.64
19Aug-22Activity 3Account 2161.76
20Aug-22Activity 3Account 53.18
21Sep-22Activity 1Account 1189.10
22Sep-22Activity 1Account 2242.69
23Sep-22Activity 1Account 317.70
24Sep-22Activity 1Account 57.46
25Sep-22Activity 1Account 66.17
Sheet3
 
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