Can I copy-and-paste old data from my table into a values-only table, and then use that in my time series chart?

[Mr. Snrub]

I have an Excel table called DailyBalances that uses several SUMIF functions to other tables in my workbook to calculate values for each day. As time goes on this table is getting larger and larger and execution time is getting slower and slower. So what I want to do is every month or so I want to copy the old values in this table and my other tables and paste them all into separate history tables, and these tables will all be values-only (no SUMIF functions). I think this should help cut down the execution time since for a new day's SUMIF function it has to look at a much smaller table to calculate its values. Am I correct in this, and is this in general a common approach with large datasets? Also, I have a DailyBalancesChart graph that has a column in DailyBalances as its source data. How do I change the source data from just the DailyBalances[AccountValue] column ("=DailyBalances!$B$2:$B$4535") to "DailyBalances[AccountValue] combined with DailyBalancesHistory[AccountValue]"?