Plotting multiple data sets by year in Excel

R

reporting_95

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  2. 2019
  3. 2016
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Hello,
I have about have about 3 years worth of sales data and I'm comparing in-store to online sales. I summarized my data in a pivot table and included two slicers to easily click on a year and month to view the total sales for that period. I'd like to use a graph to show a visual of this data, but the suggested graphs don't exactly capture what I'm trying to display. Can anyone please suggest a better way to graph and visualize this data? I'll include a screenshot of my pivot table and slicers. Thanks!
 

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Excel Facts

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.
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is there anyway you can send a sample of your data for each year and some of the months?
It really hard for the forum to recreate your scenario.

The Mr. Excel Forum has a tool called xl2bb add in (link below) that allows you to do this. It won't copy the pivot table coding or any charts, but it give the data .
 
Upvote 0
awoohaw said:
is there anyway you can send a sample of your data for each year and some of the months?
It really hard for the forum to recreate your scenario.

The Mr. Excel Forum has a tool called xl2bb add in (link below) that allows you to do this. It won't copy the pivot table coding or any charts, but it give the data .
Click to expand...
 
Upvote 0
awoohaw said:
is there anyway you can send a sample of your data for each year and some of the months?
It really hard for the forum to recreate your scenario.

The Mr. Excel Forum has a tool called xl2bb add in (link below) that allows you to do this. It won't copy the pivot table coding or any charts, but it give the data .
Click to expand...
Hello awoohaw,
Thanks for your reply. I'm trying to use the xl2bb tool but it only allows a max of 3000 cells. I posted some of the data but not sure if that's enough. Any way I can send the file?






Sample_2023.xlsx
ABCDEFGH
1TICKET_ID1CREATEDMODIFIED1MonthDayYearItemSales Method
27656801/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
37656811/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
47656831/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
57656841/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
67656861/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
77656951/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
87656991/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
97657001/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
107657011/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
117657031/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
127657051/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
137657071/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
147657121/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
157657131/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
167657151/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
177657181/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
187657191/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
197657291/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
207657301/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
217657311/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
227657331/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
237657371/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
247657391/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
257657401/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
267657411/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
277657421/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
287657471/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
297657501/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
307657511/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
317657521/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
327657531/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
337657571/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
347657721/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
357657751/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
367657761/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
377657851/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
387657921/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
397657961/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
407658101/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
417658251/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
427658271/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
437658341/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
447658501/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
457658511/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
467658631/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
477658661/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
487658731/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
497658931/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
507658951/4/20211/4/2021JanuaryMonday2021iPhone ChargersOnline Sales
Sheet2
 
Upvote 0
awoohaw said:
is there anyway you can send a sample of your data for each year and some of the months?
It really hard for the forum to recreate your scenario.

The Mr. Excel Forum has a tool called xl2bb add in (link below) that allows you to do this. It won't copy the pivot table coding or any charts, but it give the data .
Click to expand...
Sample_2023.xlsx
ABCDEFGH
1TICKET_ID1CREATEDMODIFIED1MonthDayYearItemSales Method
27924212/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
37924252/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
47924272/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
57924442/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
67924452/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
77924462/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
87924592/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
97924672/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
107924692/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
117924702/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
127924782/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
137924792/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
147924832/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
157924902/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
167924962/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
177925002/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
187925072/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
197925152/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
207925172/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
217925192/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
227925252/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
237925272/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
247925552/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
257925622/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
267925962/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
277925972/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
287926002/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
297926022/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
307926052/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
317926162/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
327926272/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
337926412/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
347926482/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
357926622/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
367926832/1/20212/1/2021FebruaryMonday2021iPhone ChargersOnline Sales
Sheet3
 
Upvote 0
reporting_95 said:
Hello awoohaw,
Thanks for your reply. I'm trying to use the xl2bb tool but it only allows a max of 3000 cells. I posted some of the data but not sure if that's enough. Any way I can send the file?
Click to expand...

you can post it to a file sharing site like dropbox, then post a link. Sanitize the data for privacy and security first.
 
Upvote 0
Okay. I am not a fan of pie charts, but I do like tree maps. But tree maps are strange.
I cannot: 1) make a dynamic title 2) use pivot tables as sources and 3) (probably) use slicers.
Here is what i came up with. First is an image, and then I'll try to post a mini sheet. but it has hidden rows and not sure if those mess up the xl2bb:


1683909376691.png



Mr excel questions 35.xlsm
ABCDEFGHIJ
1TICKET_ID1CREATEDItemSales MethodTreemap Instore Sales for July, 2020
27924212021-02-01 09:16:48iPhone ChargersOnline SalesYear2020
37924252021-02-01 09:18:51iPhone CasesOnline SalesMonth7
47924272021-02-01 09:19:42iPhone CasesOnline SalesInstore SalesOnline Sales
57924442021-02-01 09:38:56iPhone ProtectorsOnline SalesiPhone Cases315274
67924452021-02-01 09:39:34iPhone ChargersOnline SalesiPhone Chargers360342
77924462021-02-01 09:39:52iPhone ChargersOnline SalesiPhone Protectors4936
87924592021-02-01 09:56:37iPhone ChargersOnline SalesiPhone Stickers1212
97924672021-02-01 10:02:27iPhone CasesOnline Sales
107924692021-02-01 10:02:49iPhone CasesOnline Sales
117924702021-02-01 10:03:57iPhone ChargersOnline Sales
127924782021-02-01 10:11:33iPhone ChargersOnline Sales
137924792021-02-01 10:13:06iPhone CasesOnline Sales
147924832021-02-01 10:15:42iPhone CasesOnline Sales
157924902021-02-01 10:24:30iPhone CasesOnline Sales
167924962021-02-01 10:29:41iPhone ChargersOnline Sales
177925002021-02-01 10:31:56iPhone ChargersOnline Sales
187925072021-02-01 10:37:58iPhone ChargersOnline Sales
197925152021-02-01 10:47:58iPhone ChargersOnline Sales
207925172021-02-01 10:49:33iPhone CasesOnline Sales
217925192021-02-01 10:50:25iPhone ChargersOnline Sales
227925252021-02-01 10:55:41iPhone ChargersOnline Sales
237925272021-02-01 10:57:29iPhone ChargersOnline Sales
247925552021-02-01 11:14:50iPhone ChargersOnline Sales
257925622021-02-01 11:19:06iPhone ChargersOnline Sales
267925962021-02-01 11:35:58iPhone CasesOnline Sales
277925972021-02-01 11:36:21iPhone ChargersOnline Sales
287926002021-02-01 11:38:43iPhone ChargersOnline Sales
297926022021-02-01 11:42:06iPhone CasesOnline Sales
307926052021-02-01 11:43:17iPhone ChargersOnline Sales
317926162021-02-01 11:50:08iPhone ProtectorsOnline Sales
327926272021-02-01 11:59:26iPhone ChargersOnline Sales
reporting_95
Cell Formulas
RangeFormula
F1F1="Treemap Instore Sales for "&IF(OR($G$2="",$G$3=""),"All Time",PROPER(TEXT(DATE($G$2,$G$3,1),"mmmm, yyyy")))
G5:H8G5= IF(AND(ISNUMBER($G$2),ISNUMBER($G$3)), SUM((--(SalesData[[Item]:[Item]]=$F5))* (--(SalesData[[Sales Method]:[Sales Method]]=G$4))* (--(INT(SalesData[[CREATED]:[CREATED]])=DATE($G$2,$G$3,1)))), COUNTIFS(SalesData[[Item]:[Item]],$F5,SalesData[[Sales Method]:[Sales Method]],G$4))
 
Upvote 0
Solution
awoohaw said:
you can post it to a file sharing site like dropbox, then post a link. Sanitize the data for privacy and security first.
Click to expand...

Thanks for your replies! Here is the Dropbox link with the Excel data

www.dropbox.com

Sample_2023.xlsx

Shared with Dropbox
www.dropbox.com www.dropbox.com

One sheet has the original data and the other has a pivot table. I'm wondering if I can use a line graph to visualize the data and use the slicers to filter the data.
 
Upvote 0
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