WISDOMBYDATA
  • BLOG
    • Blog Guide
    • Blog History
  • EXCEL
    • Functions & Formulas
    • VBA & Macros
    • VLOOKUP
    • Pivot Tables
    • Conditional Formatting
    • Tricks & Shortcuts
  • BI
    • SAP BOBJ/BW
    • Tableau
  • SQL
  • ABOUT
    • About WBD
    • About Me

Create a dynamic pie chart in MS Excel

10/21/2018

0 Comments

 

Most of us have experience with creating pie charts in MS Excel and we know how to assign a data range to a pie chart. If the pie chart depends on most recent data entries that would create a requirement to constantly change the data source. For that reason, today I will demonstrate how to create a pie chart that will demonstrate the most recent data entries without needing to constantly change the data source.
​
Take the data set below into consideration
Picture

​Say we want to create a pie chart that captures the total invoice and HST amount for the most recent invoice. Doing so is fairly easy. All we have to do is select the most recent data entries as the data source (I.e. in this case cells D7 and E7). But the issue is that as time passes by new data entries are to be inputted into this data set rendering the pie chart stale dated and inaccurate. Here is the solution to this issue.
 
STEP 1]
chose two helper columns. In this case I have chosen columns K and L. In the first row of the two columns type the field names (i.e. “Total” and “HST”).
Picture

​STEP 2]
Leave the second row (i.e. Cells K2 and L2) empty (for now) and starting from row 3 (i.e. cells K3 and L3) enter a formula similar to the one below:

=IF(C2=(LARGE($C$2:$C$1000,1)),D2,"")

Change the cell reference (i.e. change D2 to E2) for the second column. Drag the two formulas down to the lowest point in the spreadsheet that you think data will be generated. 
Picture

​These two formulas will display the “Total” and “HST” amounts only for the largest (i.e. most recent) date in the data set. Therefore, as new data is inputted within the original data set, the two helper columns will only display the records for the most recent transaction and the remaining fields will display blank as shown above.
 
STEP 3] Input the following formula in row #2 (which we intentionally left blank in the previous step).

=MAX(K3:K1000) 
Picture
STEP 4] create a pie chart and indicate the second row (i.e. cells K2 and L2) of the two helper columns as the data source 
Picture
​The pie chart will now always display the most recent data entries based on the invoice date.
Picture

0 Comments



Leave a Reply.

    Categories

    All
    BI
    EXCEL
    MISC
    SQL

    Archives

    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014
    October 2014
    September 2014
    August 2014
    April 2014
    March 2014
    February 2014
    January 2014
    December 2013
    November 2013

Powered by Create your own unique website with customizable templates.
  • BLOG
    • Blog Guide
    • Blog History
  • EXCEL
    • Functions & Formulas
    • VBA & Macros
    • VLOOKUP
    • Pivot Tables
    • Conditional Formatting
    • Tricks & Shortcuts
  • BI
    • SAP BOBJ/BW
    • Tableau
  • SQL
  • ABOUT
    • About WBD
    • About Me