Hi Chaps,
There are a few old posts around stuff like this but nothing that i can find that seems to get to the crux of what the problem i am having...
Bottom line - I want to be able to create a chart showing the balance in my bank account(s) over time
Project Outline:
- I have bank data imported into my Excel sheet through Power Query that can be updated every monthy by adding in a new account csv and it automatically refreshing the data in my sheet... works a treat - so i have all my account transactions from all my bank accounts from a number of banks i have my accounts in put into a lovely data table... that includes the balance after each transaction from any of the accounts...
- I want to create a pivotchart from this data such that i can select any of my accounts and it then plot the balance of that account over time in a pivot chart
I cant seem to get the right format of the pivot table in place in the right way to allow... I have attached a screenshot of the type of simple format i think i need...nothing complicated about that but i might be missing a REALLY simple trick here to just get the data in the right table output...
There are a number of posts I have found on topics like this that require an original statement of balance to start and then to plot the on-going balance by calculating it through transactions made but i'd like to see if i can get it all run directly from my imported account data on its own if i can so i have a minimum of additional stuff going on...as i have the information all there in front of me with the imported data anyway.
Thanks in advance...
Ian
There are a few old posts around stuff like this but nothing that i can find that seems to get to the crux of what the problem i am having...
Bottom line - I want to be able to create a chart showing the balance in my bank account(s) over time
Project Outline:
- I have bank data imported into my Excel sheet through Power Query that can be updated every monthy by adding in a new account csv and it automatically refreshing the data in my sheet... works a treat - so i have all my account transactions from all my bank accounts from a number of banks i have my accounts in put into a lovely data table... that includes the balance after each transaction from any of the accounts...
- I want to create a pivotchart from this data such that i can select any of my accounts and it then plot the balance of that account over time in a pivot chart
I cant seem to get the right format of the pivot table in place in the right way to allow... I have attached a screenshot of the type of simple format i think i need...nothing complicated about that but i might be missing a REALLY simple trick here to just get the data in the right table output...
There are a number of posts I have found on topics like this that require an original statement of balance to start and then to plot the on-going balance by calculating it through transactions made but i'd like to see if i can get it all run directly from my imported account data on its own if i can so i have a minimum of additional stuff going on...as i have the information all there in front of me with the imported data anyway.
Thanks in advance...
Ian
