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I have been playing with this since 8:30 this morning, and I'm done. I need
help. Goal: Sort bank statement information by date and/or two self-assigned sort values and see totals for various sort types. Data: Date Vendor Name Cost Value Big assigned as Budget Priority (numbers 0 -8 for Food, Groceries, Bills, Rent, etc.) Value Small is a Vendor Assignment (letters A U: pizza, Cost Cutters, drug store, Snapfish) within Value Big. Example? Burger King is a 0 Budget Priority (Big) with B as a Vendor Assignment (Small). Desired Outputs: ’ Pie chart showing all of Value Smalls broken out by total cost (amount spent at Burger King, Eckerd, gasoline, for the complete time period) ’ Pie chart showing Value Big, broken out by month (amount spent in June on Food, Bills, etc) ’ Chart showing Value Big, as percentage of total expenses for month/quarter (Food was 50% of debit card purchases in month of July) ’ Bar chart comparing two Value Big over three month period, delineated (Food vs. Misc Expenses, side by side, for June, July and August) ’ Descending chart showing Value Small for specific Value Big for each month (amount of each Groceries entry (multiple entries) for June, July August). In addition, as if this weren't enough, I'd really like my chart(s) to update dynamically as I add in future bank statements and code in my subvalues. Problem: Assigning the additional 'descriptor' values to my vendors doesnt really link the data together, it just provides a way for me to sort and stare at the data. I want to be able to say Lets see all the Priority 0 items sorted by Value Small in a graphical representation, with totals. Or, in a larger sense, Id like to say Lets see how my Food Value compares to my Bills Value for the last two months. Or maybe something like Lets see in which month I ate at Burger King (a Value Small within Value Big) the most. Ive examined the use of Pivot tables and maybe thats what I need to use, but I cant figure out how to organize my data so that I can USE it. Thoughts? Is this even possible or should I resign myself to making 80 small charts for each view I come up with? |
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