Utilize data from multpile sheets into summary table and update charts "automatically"

nshah1985

New Member
Joined
Jun 13, 2013
Messages
1
Hello All,

First off, great website you all are so helpful, maybe one day I’ll know enough about Excel to be able to return the favor for some other n00b, lol.

Anyway, here’s the situation (sorry, I know this is a little long, but I wanted to do my best to explain in as much detail as I can):

Every month, a Summary worksheet is created (like the DataFormat example I am attaching to this post, this is a consistent format every month, so the cells are consistently located). There are/will be plenty of worksheets like that in this workbook (monthly data from 2010 until now, and adding a worksheet every month). I don't have too much input on the format of this, it's just how the raw numbers are published to us.

I would like to create a couple of auto-updating tables and a number of charts… I have been manually doing this but would like this task to be “automated” if possible (as little interaction needed as possible once the new month’s data has been added as a new worksheet).

A rough copy of the summary tables are included on the DataFormat worksheet (Attached) BUT in reality they’re the 1st tab of the worksheet (I just combined it here to show the data relationships and for ease of viewing).

SO specifically, this is what I’m trying to do:

At the beginning of every month, I will pull the number for the previous month, and paste them into this workbook as a new worksheet, which lets say is named May2013data . Every month can be like this (ex name them June2013data, July2013data, etc). Once that has been pasted into a new worksheet, I would like the data tables to expand to include the new month, and pull the data/totals as indicated. After that, I would like the data charted/updated the following ways:

Chart1 = trailing 12month plot of SummaryTable1 as a 2D line chart, x-axis is month/year, each group is its own plot on the chart, totals not included
Chart2 = Same as chart 1, but trailing 3month plot
Chart3 = column chart of Fiscal year totals (including FYTD) (*Complicating factor: Fiscal Year starts july 1st, so FY13 is 7/1/12-6/30/13)
Chart4 = 2D clustered column chart, month summary (ex: 1st cluster shows Jan. 2010, 2011, 2012, 2013 2nd cluster shows feb 2010, feb2011, feb 2012, etc)…
Chart 5 = trailing 12month plot of SummaryTable2 as a 2D line chart, x-axis is month/year, each TYPE is its own plot on the chart, totals not included

_______-
Again, sorry for making this so long just wanted to explain as much as I could to minimize confusion.

Thanks for any help you can provide. This will be done on a couple of Windows 7/ Excel 2010 computers. I have an ok/average Excel knowledge, but am pretty clueless when it comes to developing my own VBAs.

Thanks Again!


Here's my apreadsheet via MrExcelHTML
Excel 2010
ABCDEFGHIJKLMNOP
1Data Source: Program 1(05-01-2013 To 05-31-2013)
2GroupProductProducedSoldUnsoldGroupProductProducedSoldUnsold
3CountCountCountCountCountCount
4Group1Type135573673131Group5Type115491541109
5Type217815019Type298976
6Type339339148Type345846317
7Type429320Type427827912
8Type596965Type51331277
9Sub Total42534342203Sub Total25162507151
10Group2Type11978207725Group6Type114314019
11Type21431408Type2991
12Type385887939Type379756
13Type428627511Type415160Summary Table1
14Type527727020Type525281Apr-13May-13Jun-13
15Sub Total35423641103Sub Total27126827Group5SoldTotal2507
16Group3Type126729215Group7Type121520315Group6SoldTotal268
17Type221232Type223220Group7SoldTotal452
18Type363650Type386881Group3SoldTotal498
19Type476781Type41171170GroupNameA Totals3725
20Type539400Type522220
21Sub Total46649818Sub Total46345216FiscalYearSummary**FiscalYear starts July1st**
22Group4Type7110FY11FY12FY13
23Type8330Sub Total of AboveType119071884143Group5SoldTotal
24Sub Total440Type21301287Group6SoldTotal
25Type362362624Group7SoldTotal
26Sub Total of AboveType158036043171Type441041212Group3SoldTotal
27Type234231329Type51801778
28Type31314133587Typ6000Summary Table2
29Type439138512Apr-13May-13Jun-13
30Type541540925Total of OverallType177107927314(Grps1-4)Type1SoldTotal6043
31Type6000Type247244136(Grps1-4)Type2SoldTotal313
32Type319371961111(Grps1-4)Type3SoldTotal1335
33Type480179724(Grps1-4)Type4SoldTotal385
34Type559558633GroupNAmeB Totals8076
35Type6000
36Grand Total1151511712518
37

<tbody>
</tbody>
May2013

Worksheet Formulas
CellFormula
N19=SUM(N15:N18)
N34=SUM(N30:N33)

<tbody>
</tbody>

<tbody>
</tbody>
 

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