Make Pie Chart Aggregate Data from Formatted Table

[pahy96]

Over the last few days, I have been teaching myself a few things in VBA in order to create a more efficient personal finance tracker that allows me to enter a few items into a user form and automatically populates a Formatted Table. Along with this functionality, I am wanting to have a Pie chart that takes two columns, one with Category Labels, and one with Prices and simply sums the prices that fall in matching Category Labels.

For example, if I have three rows with Food as the Category Label and Prices of 25, 30, and 50, I want the pie chart to show one slice for Food with a total price of 105 (rather than three slices with each individual price).

I am hoping to do this without any additional calculation columns/extra steps and am willing to do this in VBA if necessary. However, I am as green as it comes when talking about VBA, so if there is a solution outside of VBA that would be great.

Thanks!

 

[Andrew Poulsom]

Welcome to MrExcel.

You could use a Pivot Table and Pivot Chart.

 

[pahy96]

Welcome to MrExcel.

You could use a Pivot Table and Pivot Chart.

Yeah, I was hoping to avoid that extra step. Since I will have 12 worksheets (one for each month), I didn't want to have 12 additional worksheets of raw data where the pivot tables would be pulling from. If there isn't a more simple solution, would it be faster to create a summary table using vlookups and have the pie chart created from that instead? I'm more thinking out loud than sticking to one idea or another.

 

[Andrew Poulsom]

Why don't you put all your data on one worksheet with a column for the date?

 

[pahy96]

Why don't you put all your data on one worksheet with a column for the date?

Ok, I'll run with the pivot table idea. My question would then be how I can add data to the table without having to either expand the data reference for the pivot table or manually refresh the pivot table.

Here is the line of VBA code I am currently using to input a new row of data:

emptyRow = WorksheetFunction.CountA(Range("A:A")) + 1

This is simply finds the next empty row, but I am under the assumption that simply adding data to the next empty row won't be captured by the active pivot table.

 

[Andrew Poulsom]

If you convert your data to a Table the source for the Pivot Table will expand/contract automatically. See:

http://www.contextures.com/xlPivot01.html

 

[pahy96]

If you convert your data to a Table the source for the Pivot Table will expand/contract automatically. See:

http://www.contextures.com/xlPivot01.html

Ok, great! I have more questions about the project I'm working on, but I'm assuming I should start a new topic under a new thread.