Creating a Year Over Year Line Graph Based on Pivot Table - excel

I am trying to compare Year over Year revenue for October on a line graph and I have decided my best approach is to create a pivot table with my month column grouped by a month and year format. My value is the sum of revenue. I then clicked on the pivot table and created a line graph that creates a total for all of my data I then filtered my row label "months" for only october and modify my graph data to create two series (2013 & 2014) and modify the Y value to be the revenue value, name to be the year and x axis label to be October, but no data appears on the graph. Why is this happening and what is the best fix?

You are trying to graph a line for 2013 with one data point, and another line for 2014 with another single data point. Excel cannot draw a line for one point (neither can I!)
The Y values for each data series need to be a range rather than a single cell if you want to see a line.
If you wish to see the single data point, use the data series format options to enable markers.

Related

POWER PIVOT linear regression trendline for only last 3 dates

I'm trying to add a column to a power pivot table where it shows the trendline of only the last 3 dates. It's currently being done manually every week in a normal table, using the trend formula, where a chart reads the data. I've changed the data to be pulled into a power pivot table so that it can update automatically every week.
I know you can add a trendline to a graph automatically, but then it is calculated for all data points, not just the last 3.
I've seen code and examples online to add trendlines with INTERCEPT and SLOPE but again that is for all data points.
The graph shows 12 weeks, but only the last 3 should have a trendline that is based only on those 3 points.
example:
I've got a column in the data model that identifies which lines of data falls within the last 3 weeks via TRUE or FALSE. The data in the data model is all files combined and identified by their weekending date, and the %'s are from calculations.
TIA

Trying to plot a set of forecasted values to the end of my actual values in excel but can't get the dates to line up

I have a simple line chart in excel. The first series has values that were given from 1/2016 monthly all the way up until 12/1/2019. I was asked to predict the next 12 months and then plot those new predictions on the same chart as the given values.
This is what my chart looks like. I've started with all the dates as the X and the given values up until the end of 2019 as 1 series and then I just tried to add the second series which is just the dates and values for 2020 but for whatever reason, excel things those are happening at the start of 2016. Or maybe it's just using 2 different x axis?
Edit: Tables

Spotfire Bargraph to show Avg Quality by year for previous years and by month for current year

I have a bargraph which shows the quality of my data for each month. As the data is growing over the years, the graph is getting messy. So, i would like to show Avg Quality by year for all those months in Previous years but monthly for the current year.
Can any one help me how to achieve this.
Thanks,
-Dileep
This needs to be separated into two charts, or it just won't be legible. I'd suggest:
Creating an AVG by Year bar chart graph for all your data
Creating a details visualization of the above Yearly Average data which shows the 12 months of that year with SUM() as your aggregation method. Be sure to have YEAR > Month on your category axis
Thus, if you need to compare 1, 2, 3 or all the years by month you can select them all, or just the ones you want.
I was able to do it with the help of some calculated columns. To help explain, let's assume the value column in your data set is called Value and the date column in your data set is called ValueDate. I created some fictional data that extends into April, 2017 to help illustrate the solution.
Insert a calculated column to classify whether or not the date in each row is in the current year or not. I'm going to call the column DateGrouping.
CASE WHEN Year(DateTimeNow())=Year([ValueDate]) THEN "Monthly" WHEN Year(DateTimeNow())>Year([ValueDate]) THEN "Yearly" END AS [DateGrouping]
Insert a calculated column that tells us the last date of the month for ValueDate. E.g., if the date in the row is 4/10/2015, the last day of the month for the day in that row is 4/30/2015. If the date in the row is 7/8/2013, the last day of the month for the date in that row is 7/31/2013. We'll call this column LastDateOfMonth.
DateAdd("day",-1,date(Year([ValueDate]),Month(DateAdd("month",1,[ValueDate])),1))
Insert a calculated column that tells us the last date of the year for ValueDate. Of course, it's just Dec. 31 of ValueDate's year. Call this column LastDateOfYear.
Date(Year([ValueDate]),12,31)
Finally, we utilize the previous three calculated columns to add a calculated column for the date value we want to plot. You are wanting to plot by month for the current year, and by year for prior years.
CASE [DateGrouping] WHEN "Monthly" THEN [LastDayOfMonth] WHEN "Yearly" THEN [LastDateOfYear] END
On my value axis is the Value column, which I'm aggregating as an Average. On my category axis is the calculated DatePlot column -- I set the category axis to Categorical Scale. And I'm coloring by the calculated DateGrouping column to offer a visual cue that the data is aggregated differently over time.
Now, should this be done? There are certainly some pitfalls. You can't make the category axis Continuous Scale or else you'll see all the empty months when we're lumping prior years into Dec. 31. On the other hand, gaps are good visually when there is no data for a given period. So I don't know. But I pictured what you were asking and decided to try it. Buyer beware!

Creating bar graph of event occurrences for each month of several years in excel

I have a long list of dates (about 2000) in an excel spreadsheet and I want to see how many of these dates lie within particular years (and roughly which part of the year also if possible). I know how to make basic graphs in excel, but I'm not sure how to make a bar graph that uses dates. Any suggestions?
I can obviously split events in day, month, and year and then use count to count the amount of each year, but this would not show the placement of the event within the year in the final graph.
20/03/2000
2/04/2000
3/04/2000
26/05/2000
7/06/2000
20/06/2000
22/06/2000
10/07/2000
12/07/2000
22/07/2000
2/08/2000
8/08/2000
11/08/2000
14/08/2000
15/08/2000
12/09/2000
15/09/2000
20/09/2000
25/09/2000
2/10/2000
22/10/2000
24/10/2000
25/10/2000
27/10/2000
1/11/2000
10/11/2000
13/11/2000
16/11/2000
18/11/2000
20/11/2000
25/11/2000
27/11/2000
3/12/2000
6/12/2000
20/12/2000
21/12/2000
22/12/2000
4/01/2001
7/01/2001
11/01/2001
24/01/2001
25/01/2001
2/02/2001
4/02/2001
9/02/2001
12/02/2001
13/02/2001
20/02/2001
21/02/2001
2/03/2001
11/04/2001
19/04/2001
20/04/2001
21/04/2001
24/04/2001
27/04/2001
28/04/2001
2/05/2001
3/05/2001
5/05/2001
12/05/2001
13/06/2001
20/06/2001
25/06/2001
3/07/2001
5/07/2001
18/07/2001
20/07/2001
21/07/2001
22/07/2001
25/07/2001
4/08/2001
5/08/2001
9/08/2001
10/08/2001
11/08/2001
12/08/2001
13/08/2001
31/08/2001
11/09/2001
12/09/2001
17/09/2001
3/10/2001
10/10/2001
18/10/2001
21/10/2001
23/10/2001
4/11/2001
5/11/2001
17/11/2001
22/11/2001
23/11/2001
27/11/2001
29/11/2001
3/12/2001
I cannot check this in earlier versions of Excel, but in Excel 2016, if you build a Pivot Table with your data and drop the date in the Rows - you get your data grouped in Years, Quarters, and Months. If you also drop the date into Values, then you get the Count of values in each year, quarter, and month.
Then a pivot chart looks like this ...
A less magical way to do it
Applies to Excel 2013 and up
From your single column of dates, build a pivot table.
Put the date in Rows. Put Count of date in Values.
Select any one of the dates. Right Click and choose "Group...", or choose "Group Selection" from the Analyze ribbon.
Click on each of Months, Quarters, and Years.
Filter how you would like.
Select PivotChart from the Analyze Ribbon.
You can create a scatter graph as suggested in the comment. Consider your data set and see if there is any other quality that could be added to the chart, which could be plotted on the value axis. For example the number of people attending the event, or the duration of the event in seconds, or something like that, so that the graph contains more information. In the following screenshot, the blue dots are just the 1's from column B plotted on the time line. The orange dots plot another data aspect on the vertical axis.
If you create a pivot table of the dates and drag the date into the Sums area you will get a count of each day, make sure this is sorted. Then a chart will show the number of records for each day. You will need to copy and past values from the pivot to a new sheet to be able to make a scatter diagram from the output of the pivot table (in Excel 2010). But once it is a scatter diagram the events will be in the "correct" places.
If you wanted to group it by month instead you could use a formula to create a column of year & month and then do the pivot and chart on that column. For example the formula below will give you 201605 for May 2016.
=YEAR(A2)&RIGHT(100+MONTH(A2),2)
Weeks would be a bit trickier, but I suppose you could divide the date by seven and then INT it to get a 7 day grouping. These wont show the actual events occurance within the period but would let you see which periods have the most events.If you are looking for things like more events at the beginning of the month or something you might need to try different "groupings" like weekly.

Assign Date to PivotTable in Excel

So,
I cannot find a solution.
I have a very large file with timesteps from 1950 to 1970, daily.
I want to plot the date on the x axis with its values on the y axis.
So I marked my values with the dates, clicked on "Insert" and then "PivotChart" and everything looks fine.
I want to define the timesteps shown on the x-Axis (Just every second year i.e.) but it seems that the PivotChart does not recognize that my x-Axis values are dates.
Any Ideas how I can change that?!
Thanks a lot!
I don't think you can use a Pivot Chart according to the Display dates on a category axis article at support.office.com.
I suppose you'll need to use a Line chart if you want to display by every two years.
You can also group the data in the Pivot Table, which will cause a corresponding change in the Pivot Chart. In Excel 2007, that was limited to every year -- without an option for multiple years (as there is for days). But perhaps that has changed in later versions?

Resources