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How do you graph a month by month comparison

Posted on 2012-12-23
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Last Modified: 2013-01-03
1-I want to be able to display individual graphs for each expense category (a total of 11 graphs) on the items below (home, daily living,Transport, etc.).  For each of the individual graphs/categories I want to show a month by month comparison.  Thus, for the graph "Transportation" I want to see 1 graph that shows each month expenditures as side by side columns...

2-I also want to be able to display my budgeted vs actual and remaining expenses for each category.  However, I cant figure out how to integrate my projected amount within this spreadsheet..Any suggestions on how to integrate projected amounts within this spreadsheet..I really like this spreadsheet for tracking my expenses/income, but am struggling on how to integrate my projected vs actual expenses..

Attached is the spreadsheet...
Personal-budget-Excel.xlsx
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Question by:upobDaPlaya
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Ingeborg Hawighorst earned 500 total points
ID: 38717409
Hello,

you can build a table on another sheet to dynamically pull the data you want to chart by month.

See attached file. The dropdown source is the column headers in row 3 of the Personal Budget sheet. The labels in column A are identical to the total text labels (without the word "totals").

An Index/Match formula then pulls the data for the month selected in the dropdown in B2

=INDEX('Personal budget'!$A$4:$N$104,MATCH(Sheet1!$A3&" totals",'Personal budget'!$A$4:$A$104,0),MATCH(Sheet1!B$2,'Personal budget'!$A$3:$N$3,0))

Build a chart off that table and select the month of your choice.  See example on Sheet1.

You can extend the table and show all months, like in Sheet2. Then you can build a helper table below and use a drop-down with data validation and a Vlookup that populates the cells with the values of the respective category.

Build a chart off that to see a month by month comparison for the selected category. This kind of dynamic chart can also be build without a helper table, using dynamic range names, but the setup for the chart is more complex.

If you want to chart budget vs. actual and remaining spend, these numbers must be present in the spreadsheet in order to be charted.

cheers, teylyn
Personal-budget-Excel.xlsx
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by:upobDaPlaya
ID: 38717447
Hi Teyln...this looks great..When you say "dropdown source"..what tab and column are you referring to ?   thx
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by:Ingeborg Hawighorst
ID: 38717455
Depends on when you downloaded the spreadsheet.

After my initial post, I made some edits and uploaded a new version. If you only see two sheets, download again and you should see three sheet tabs.

Sheet1 has a dropdown in cell B2. This is done with data validation, using the "List" option and the source for the list is ='Personal budget'!$B$3:$N$3

The later version of the file also has a Sheet2, where there is a drop-down in cell A16, again with data validation and a list, the source of which is =$A$3:$A$13 on the same sheet.

cheers, teylyn
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Author Closing Comment

by:upobDaPlaya
ID: 38742576
Thanks for your assistance on what many may have thought was a somewhat pedestrian question, but it definitely had me challenged..thanks for your assist...
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