Document changes in a graph excel

0 votes

I keep track of my financial activities on an excel document, which I update once a week or so. I simply replace old data with fresh data when I update.

So that I may track the evolution of certain values over time, I want to record the change in the cell's value in a graph. Is it possible without having to manually save earlier data elsewhere? What would be the least labor-intensive method for accomplishing this?

This is the doc I'm using. I primarly want to track net worth change over time, and maybe certain assets. This is the doc I'm using. I primarily want to track net worth change over time, and maybe certain assets.

Apr 10, 2023 in Others by narikkadan
• 63,420 points
225 views

1 answer to this question.

0 votes

To be able to trace changes, the file must contain the previous data somewhere.

If you want the most recent values in one place, I'd advise having one worksheet each for assets, debt, net worth, pensions, etc. You may use lookup functions like VLOOKUP or INDEX and MATCH to get the most recent values from the assets, debt, etc. worksheets. It could rapidly become disorganized or confusing if you attempt to capture weekly statistics for everything on one sheet.

The spreadsheet for assets could be formatted in one of the following ways. Each asset has a separate column, so all you have to do to add new information is put it in the appropriate column. For Debt, you could follow a similar procedure, calculate the figure for each date using a formula on the Net Worth page, and then add whatever charts you wish to automatically update.

Excel screenshot of potential solution where each date is a row and each asset is a column, to help OP track changes over time

A slightly more complex format might be to use what you have but insert a Date column and add additional rows when you add new data. This might be a bit more work to update and there might be some difficulty creating charts for specific assets with this, but you get to keep more of the info in one place.

Excel screenshot of potential solution where the OP's format is used but a date column is added, to help track changes over time

answered Apr 10, 2023 by Kithuzzz
• 38,010 points

Related Questions In Others

0 votes
1 answer

How to stick an embedded document in a specific cell of an excel

Solution Select the documents (you can use the ...READ MORE

answered Oct 18, 2022 in Others by narikkadan
• 63,420 points
414 views
0 votes
1 answer

How to create a bar graph in Excel 2010 by counts?

Read on usage of pivot charts: Procedure: Pivot Table: Select Data Insert ...READ MORE

answered Oct 21, 2022 in Others by narikkadan
• 63,420 points
472 views
0 votes
1 answer

Excel - Make a graph that shows number of occurrences of each value in a column

There is probably a better way to ...READ MORE

answered Oct 21, 2022 in Others by narikkadan
• 63,420 points
7,816 views
0 votes
1 answer

How do delete an specific page in a word document using Excel VBA?

Check the code below. I eliminated the ...READ MORE

answered Nov 21, 2022 in Others by narikkadan
• 63,420 points
1,003 views
0 votes
1 answer

Retrieve epay.info Balance with VBA and Excel

This code should log you in, provided ...READ MORE

answered Sep 5, 2018 in Blockchain by digger
• 26,740 points
897 views
0 votes
1 answer

ImportError: openpyxl is required for loading excel format files

Forget the PsychoPy complications for the time ...READ MORE

answered Oct 3, 2018 in Python by Priyaj
• 58,090 points
823 views
0 votes
1 answer

In Blue Prism how to split excel column data into TWO columns

This is how I am doing it. Dim ...READ MORE

answered Oct 15, 2018 in RPA by Priyaj
• 58,090 points
4,083 views
0 votes
1 answer

Excel Power Query: Using List.MatchAny on a column value

try this. let TableA = ...READ MORE

answered Oct 22, 2018 in Power BI by Annie97
• 2,160 points
3,829 views
0 votes
1 answer

Excel VBA creating a new Outlook appointment results in a cancelled appointment

Because an inappropriate sender will be used, ...READ MORE

answered Feb 14, 2023 in Others by Kithuzzz
• 38,010 points
599 views
0 votes
1 answer
webinar REGISTER FOR FREE WEBINAR X
REGISTER NOW
webinar_success Thank you for registering Join Edureka Meetup community for 100+ Free Webinars each month JOIN MEETUP GROUP