Wednesday, October 25, 2017

Auto Chart

The Problem:

Many clients don’t like the default excel charts because of the following:

1. When you create chart in Excel it is limited to the data you have selected at the time you created the chart. This means that if you need to add more data later to your spreadsheet the chart wont update unless you make manual changes to the data input for your chart.

2. If you want to see your data for different time periods you either need to make manual changes to your chart or create more charts.

These two major complaints are because people really waste time on these manual tasks. Instead of focusing on creating your presentation or analyze your business you waste time on creating reports.

We have developed some customized reporting tools and charts for a customer and one of the tools was the “Auto Chart” – the name was given by the customer (Rick from San Diego). Rick has agreed to share this tool with the entire Inner Circle. Thank you Rick!

The Solution:

The Auto Chart Tool solves the two problems described above at the same time. If you add data in columns A and B the drop down menus are automatically updated so you can update your chart with the new data. No need to make any changes to the chart if you add more data.

The chart is expanding automatically and you can filter the chart in many different ways.

Note: This tool works with daily data by using the date format in column A. If you need to use this tool for other type of data for example text format like January, February… right click the cells in column A and change the format of your cells and do the same for cells L4 and N4 and that’s it.

Auto Chart

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Auto Chart

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