I am looking for a way to update formulas and charts daily in Excel.
I started as a working student recently and this is my first project for the logistic Team.
Currently we get the data from SAP which is then exported to Excel. Then we create formulas and charts manually.
They told me they do this every day even though, the formulas and charts are practically the same. The only difference is that the numbers change every day.
Now I want to find a way to update the formulas and charts daily on a specific time.
Also I want to create a Dashboard that does the same so they don't have to look at raw numbers anymore.
To Summarise the problem. I am looking for a way to create a dashboard that updates the formulas and charts automatically in Excel.
I am thankful for every advise.
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I'd like to automate the creation of monthly reports. I have a database through which I can export an Excel file (or csv, for the record). The table format is such that the number of columns (~500) will always be the exact same, but the number of rows (25-100) is variable.
The end goal is an excel tab with a few graphs/charts based on said data. For the charts, I'll only need to use maybe 10 columns of data out of the 500, but all of the rows.
I would like to automate the creation of this report as much as possible. Ideally, it will be able to be used by people with limited Excel knowledge. I would think I could set it up such that they can export the file out of the database, input it into my created sheet, and receive an output of charts.
This seems simple but I can't find much info on something like this. I just want to tell Excel "for every inputted file, make a pie chart out of these columns, a line graph out of these columns, a bar graph out of these...etc etc"
Power Query is where I started, and it helped to clean up the large number of unneeded columns, but I don't see where the functionality to automatically create charts comes into play. Macros/VBA seemed like an obvious next step, but I'm worried about how to set it up such that other users won't have to mess with the macros to get a desired end result. Again, ideally it would be as simple as inputted a file path, clicking a button, and getting graphs outputted.
Any tips or advice on how to approach this or what Excel tools that would be easiest to use would be great. Thank you in advance!
Goal: I am trying to build a dashboard in excel using one pivot-table & multiple charts based on that pivot-table. The pivot-table have to have a access query data link.
Problem: Currently I build a data link for every chart because I cant find a way to build multiple charts of one pivot table. Excels bloats like a balloon when I do this and takes really long to save any changes not to mention refreshing the data...
Is there a better way of doing this?
What do you guys use to build reports in big databases?
Side Note: I realize Access also got pivots but they are limited in features and unstable with lots of data. Also I have seen similar questions on this site but with limited or lacking answers.
Found an answer here: https://www.youtube.com/watch?v=_nfJLz5rVmo
Basically when working with external data you should link "un-pivoted" data then create 2 pivot tables based on that data in a new excel sheet. Then on those 2 new pivot tables you can then build 2 charts which are linked but can have different layouts!
So here is what we are trying to do:
My boss has a bunch of monitors and wants to display our monthly metrics in real time. I've built a database in MS Access that pulls the data from a list in SharePoint and then that linked table is in turn linked to an Excel Spreadsheet. The datasheet is then setup on a second sheet that has a 3-D pivot table showing the data in graph form. I then have added this graph to One Note for display. The problem is One Note won't update the Excel Spreadsheet. Is there a way to have one note update the spreadsheet/Graph in real time or update it periodically (say every hour?)
I've been looking around via Google search and found "Some" info but nothing directly to what I'm looking for or explaining how to do it.
Any help or direction would be greatly appreciated!!!
-D
I thought there would be a simple way of doing this, but unfortunately I have not come across one. My company has an Excel workbook with 12 sheets (1 for each month), into which I enter sales data as accounts are written. I reformatted each month's data into tables, thinking that this would provide an easy reference to gather the data into a pivot table that joins all the months and would be updated as I enter data; however, a pivot table based on multiple sets of data allows highly limited manipulation.
So what I want to do is create a new table that is automatically populated as I enter data in any of the 12 current tables, to combine them into a master listing. I have tried doing a query, but when I try to set up the data sources, it doesn't recognize my tables. I tried Power Query, but I couldn't get it to update the data as I updated the source. Consolidate also was not a useful feature, as it required all the data to be somehow calculated, and my columns need to simply be copied over, not summed or averaged.
As you can probably tell from my explanations and terminology, I'm no Excel expert. I don't know what VBA even is, let alone know how to use it, but I've seen it mentioned a lot, so I figure at some point in my life I should learn it.
Is there a formula or some other Excel 2010 feature that can automatically copy all of this data onto one running list, and keep it updating as I enter data in the source tables? It would have to run automatically.
I believe your end goal is to have a pivot table which consolidates data from each of the individual 12 sheets/tables and not really to have the intermediate "single running list which is an aggregation of all the 12 sheets".
If so, I suggest to create an Excel Pivot table directly based upon the 'Multiple consolidation ranges'.
To start, create a new spreadsheet and select a cell (say A3) and use the click sequence Alt+D+P, this will bring up the PivotTable and PivotChart Wizard, and proceed further using the third option - 'Mulitple consolidation ranges'.
I will have to refer you to the below site for a detailed step by step instructions on the above: http://www.contextures.com/xlPivot08.html
Please be aware that the Difficulty level for this solution is Medium, suggest you to bookmark the solution from maintainability reasons, in case you choose to implement it.
I am trying to make an automatically updating graph.
This is what I am tring to do:
I am updating my data every day. So let's say I have the number 3000. I want today's date linked with that number.
So on 27-10 - 3000. And I want to add data every day. So on 28-10 it's 3010. etc. etc.
But I want to do this automatically. So every day the graph automatically adds the new data with current date.
I am unfamiliar with graphs and no clue how to do this. The only thing I know is the function TODAY() and that the data is always in a single cell: I8.
Any Help is much appreciated :)
Create a dynamic named range for your data (using OFFSET to dynamically include all new values). Example: http://analystcave.com/excel-dynamic-named-range/
Create a pivot table based on that data
Make a macro for refreshing the Pivot Table when data is updated (can record it with Macro Recorder) e.g.
See example below:
ActiveSheet.PivotTables("PivotTable1").PivotCache.Refresh
You can add this macro to the ActiveSheet change event or better even add a button to refresh the chart.