Dynamic Chart Titles In Excel

Friday, October 28th 2022. | Sample Templates

Dynamic Chart Titles In Excel – This article goes deeper into two ways to create dynamic charts: (i) OFFSET named ranges and (ii) Excel 365’s new FILTER function. The new FILTER function makes chart automation much easier and helps. Lets you perform efficient automation with Create much less complexity.

In the previous article We’ve shared our top 5 tips on how to automate your charts. This includes the use of dynamic data sources. as well as other helpful tips such as linking headers to dynamic text and using linked images. This article builds on the first point and demonstrates the power of data automation for charting. [This is an advanced technique with several steps. So we’ve included a sample worksheet that you can download to view the formula and complete setup.]

Dynamic Chart Titles In Excel

Dynamic Chart Titles In Excel

To create dynamic charts We used examples of historical and estimated income and expenses as described below. We’ve added three placeholders, including “Chart Headers”, to customize chart titles using dynamic text. as well as parameters “Start Date” and “End Date” to define our own data ranges for charts and give users control.

How To Make An Excel Chart Title Change Dynamically

We can use the OFFSET function to create dynamic arrays, however, since the graph cannot directly use the OFFSET function as input. So we have to use named ranges. This allows us to create an array defined by the OFFSET function and then use the named range. (hence the dynamic named range) in our chart formula. (i.e. referring to an array computed by OFFSET). Our goal is to create an array that automatically collects data between the start and end dates when we change them.

To assign a named range to your dataset. First you need to go to Formulas -> Name Manager (Steps 1 and 2 shown below) and in the pop-up window click the “New…” button in the upper left corner ( Level). 3) Follow shown in the picture below

Using the menu shown in step 4, then give a name for our data array (remember that it must not contain spaces and must begin with a letter) and enter our OFFSET function in “Point To:” we also entered. The following syntax:

First, we define the reference points at the top and left of the data. which we choose as $A$2 and in the other two arguments Let the number of rows and columns away from our reference cells determine the beginning of the data set. We define

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The diagram below shows the coordinates of the OFFSET formula and the calculation that produces the required list that uses the desired array. We want to scroll down one row to earn money. So we enter “=ROWS($A$2:$A3)-1” for the second argument (row). Note that we turn on “$A3” so that we can copy and paste formulas for other datasets (date, growth, cost. profit %) easily For our third argument (in “column” form), we use the match function. “=MATCH($R$3, $B$2:$O$2, 0)” to return the position of the start date in the date set from column B to O for the last two entries. Because we only need one row of data. so that we can enter 1 for the height (or omit any value) followed by a comma. For the fifth argument (width), we calculate the difference between the end date and start date +1 or (=$R$4-$R$3+1).

To simplify the OFFSET formula and avoid unnecessary mistakes. You can create the required arguments directly in the worksheet as shown below. And just link to the OFFSET formula in the name manager. Note that you must create an entry for each OFFSET function to be used in your desired dynamic array before importing your chart.

With all named ranges We can create charts and define our own “data series.” A chart is an object that floats on top of your worksheet. And the tab name and cell address must be used to find the displayed data. You’ll need to enter the name of the worksheet (in the example “Dynamic Chart”) followed by an exclamation point before the name that we assign to the dynamic range as shown below. In the Edit Series menu, enter . We insert each array in our dataset to complete our graph. Additionally, we’ve added a secondary axis to show % Revenue Growth and % Cost Margin.

Dynamic Chart Titles In Excel

Finally, by selecting (left click) on the chart title We’ll make the chart title text dynamic. Press “=” (you’ll notice a “=” sign in the formula bar) and link to cell R2. You can use the same technique for pivot titles. We also use the formula CONCATENATE “=”Revenue vs Expense from “&$R$3&” to “&$R$4” to include the start and end dates in our chart title, as you can see below at this point. Our graph is completely dynamic and controlled by inserting a list of start and end dates.

Simple Way To Create Dynamic Charts In Excel

Before Excel 365’s filter functions, the OFFSET method was the best way to automate chart and range data. The FILTER function is now available. Automatic graphing is much easier. As you recall from our article on dynamic ranges, the FILTER function creates dynamic arrays based on user-defined criteria. (Click here to read more about how to use the FILTER function when using Excel 365.)

In the example below We have a sample daily stock price and volume from January 2, 2018 to July 31, 2018, and we want the chart time to record data from the second half of the year when we add it without manually adjusting our chart range.

Like our example in Part 1, we’ve added variables to the worksheet for the start and end dates in cells “F2” and “F3”. We can automate this by using the MIN() and MAX() functions, so every time the date is added. The date is recorded as the highest end of the range. If you expect your data set to be large. Enter multiple values ​​at the end of the range. in our example We set our range to A2:A5000.

The FILTER function’s first input argument is the range of records we retrieve that match our criteria. (In our case, B2:B5000 for Price and C2:C5000 for Volume). We need to create an array for each item for our graph. So we filtered separately. for the second criterion We want the filtered dataset to contain any cells that contain “>=” on our start date and “<=" on our end date. And the last criterion, which is optional, is to put NA ( ). Runs if nothing is found. Then one formula will return the range of results as number of cells as shown below. We repeat the same filter function for price and quantity with the following formula:

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=Filter(A2:A5000, (A2:A5000””), ””) or we can return all values ​​greater than the smallest value in the range. (which is zero for a blank period) as well.

The FILTER function creates a dump array that contains graph data. We’ve added a header above the FILTER function to describe the values ​​for each column. The formula will create an entire array. But make sure there is no fill cell below the column you are using as the filtered range, otherwise you’ll get a #SPILL! error

We have now defined our dynamic range. We repeat the process of using a name handler to define our array (date, price, quantity). However, when using the FILTER function, we select only the first cell that contains the formula for the FILTER function, followed by a “#” sign. Set range automatically end to last nonblank cell in range

Dynamic Chart Titles In Excel

Using filtered arrays can also be used in conjunction with the INDEX/MATCH function to extract relevant values ​​from chart data. For example, to find prices at the start and end of each day, we use INDEX/MATCH to find prices. each day in the filtered list. All we have to do is select the first cell in the filtered list (which contains the FILTER formula) for the reference argument. This is followed by a “#” sign as shown below. Finally, the price allows us to calculate the return for the period updated as additional information.

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Now, we can create our chart with 6 months of data based on named ranges in the same way we did in the example in Section 1, and add dynamic titles and duration return text boxes using the CONCATENATE function for each name. Now, we can dynamically change the chart’s date range by changing the end date. Then the header and return calculations will update automatically.

As shown, the FILTER function is a powerful and simple tool. which you can use to create your own dynamic charts. If you are wondering how to add titles to Excel charts every day? may be useful for you

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