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In XL2003 annual multiple-account financial charts with daily data, I used a
second data set X1=X2=today() & Y1=[a high number], Y2=[a low number] to create a vertical "today" rule on the page for clarity. Won't display in XL2007 notwithstanding charting hotfix applied. Any comments, workarounds? I can't even see how to create it from scratch in XL2007, the thing seems to preclude multiple X-value data sets. |
#2
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Are the X values in the main chart dates? Are they plotted as dates
(weekends have a place on the axis although no trades occur then) or as categories? If they are plotted as categories, the X1=X2=TODAY() will be way off scale. - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Schooner" wrote in message ... In XL2003 annual multiple-account financial charts with daily data, I used a second data set X1=X2=today() & Y1=[a high number], Y2=[a low number] to create a vertical "today" rule on the page for clarity. Won't display in XL2007 notwithstanding charting hotfix applied. Any comments, workarounds? I can't even see how to create it from scratch in XL2007, the thing seems to preclude multiple X-value data sets. |
#3
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All X-values are dates. Main chart data is column1=dates, as required for
transactions (may be multiple or none); remaining columns are various accounts & subtotals (bank, stocks, margin, etc). Separate data set is entered on page one: two rows of data only, C1'=date (both=today()), C2'=hi valu in R1, lo (negative) value in R2. The idea is to generate a perpetually advancing "today" rule across the chart. Dates appear in chart as abbreviations for month JFMAMJJASOND though display in data page as metric date yy.mm.dd. Multiple subtotals display on chart as scatter chart (lined) of daily data. The whole thing works like a charm in XL2003, and even works in XL2007 (after essential hotfix) except for the vertical "today" rule. (Why such a Rule at all? Because I plot pro-forma advance data to year end.) Driving me nuts, but there must be a way. I'm missing the clunky nuts-&-bolts approach of prior XL versions - perhaps not Mac-like in aesthetics, but incredibly powerful. "Jon Peltier" wrote: Are the X values in the main chart dates? Are they plotted as dates (weekends have a place on the axis although no trades occur then) or as categories? If they are plotted as categories, the X1=X2=TODAY() will be way off scale. - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Schooner" wrote in message ... In XL2003 annual multiple-account financial charts with daily data, I used a second data set X1=X2=today() & Y1=[a high number], Y2=[a low number] to create a vertical "today" rule on the page for clarity. Won't display in XL2007 notwithstanding charting hotfix applied. Any comments, workarounds? I can't even see how to create it from scratch in XL2007, the thing seems to preclude multiple X-value data sets. |
#4
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The X axis is a date-scale axis? The axis min and max scale parameters
encompass the '=TODAY()' entries? - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Schooner" wrote in message ... All X-values are dates. Main chart data is column1=dates, as required for transactions (may be multiple or none); remaining columns are various accounts & subtotals (bank, stocks, margin, etc). Separate data set is entered on page one: two rows of data only, C1'=date (both=today()), C2'=hi valu in R1, lo (negative) value in R2. The idea is to generate a perpetually advancing "today" rule across the chart. Dates appear in chart as abbreviations for month JFMAMJJASOND though display in data page as metric date yy.mm.dd. Multiple subtotals display on chart as scatter chart (lined) of daily data. The whole thing works like a charm in XL2003, and even works in XL2007 (after essential hotfix) except for the vertical "today" rule. (Why such a Rule at all? Because I plot pro-forma advance data to year end.) Driving me nuts, but there must be a way. I'm missing the clunky nuts-&-bolts approach of prior XL versions - perhaps not Mac-like in aesthetics, but incredibly powerful. "Jon Peltier" wrote: Are the X values in the main chart dates? Are they plotted as dates (weekends have a place on the axis although no trades occur then) or as categories? If they are plotted as categories, the X1=X2=TODAY() will be way off scale. - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Schooner" wrote in message ... In XL2003 annual multiple-account financial charts with daily data, I used a second data set X1=X2=today() & Y1=[a high number], Y2=[a low number] to create a vertical "today" rule on the page for clarity. Won't display in XL2007 notwithstanding charting hotfix applied. Any comments, workarounds? I can't even see how to create it from scratch in XL2007, the thing seems to preclude multiple X-value data sets. |
#5
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Exactly. X-range is current calendar year, with version xx.12.31 archived at
year end. Pulling up a prior year's version for review naturally shows no "today rule", as the rule is off-scale. Current year version's rule is always in range. One thing I haven't tried: Since XL2007 seems to dislike a second x-range, I could replace the date data with a column appended to the main range, whose x-values are the same as the financial data & whose y-values are if(date=today(),high-number,low-number). I didn't go that way originally because the two-point ruler is elegant/efficient, and because there is NOT a 1:1 correspondence between calendar & "x" - transactions govern number of occasions, if any, of a given date. So the "if" solution will give me a disappearing rule on transaction-less days. Current workaround: add three x-values in main column all =today(), highlighted in distinctive colour, assigning dummy hi/lo/=[R-2] values to an account of lesser significance. Works, but I don't like dummy data in financials, and it requires a daily sort-all-on-date (arggh, XL2007 sort doesn't seem to auto-default to usual sort the way XL2003 did, need to stick a macro button in there if this is the answer). /tmm "Jon Peltier" wrote: The X axis is a date-scale axis? The axis min and max scale parameters encompass the '=TODAY()' entries? - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Schooner" wrote in message ... All X-values are dates. Main chart data is column1=dates, as required for transactions (may be multiple or none); remaining columns are various accounts & subtotals (bank, stocks, margin, etc). Separate data set is entered on page one: two rows of data only, C1'=date (both=today()), C2'=hi valu in R1, lo (negative) value in R2. The idea is to generate a perpetually advancing "today" rule across the chart. Dates appear in chart as abbreviations for month JFMAMJJASOND though display in data page as metric date yy.mm.dd. Multiple subtotals display on chart as scatter chart (lined) of daily data. The whole thing works like a charm in XL2003, and even works in XL2007 (after essential hotfix) except for the vertical "today" rule. (Why such a Rule at all? Because I plot pro-forma advance data to year end.) Driving me nuts, but there must be a way. I'm missing the clunky nuts-&-bolts approach of prior XL versions - perhaps not Mac-like in aesthetics, but incredibly powerful. "Jon Peltier" wrote: Are the X values in the main chart dates? Are they plotted as dates (weekends have a place on the axis although no trades occur then) or as categories? If they are plotted as categories, the X1=X2=TODAY() will be way off scale. - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Schooner" wrote in message ... In XL2003 annual multiple-account financial charts with daily data, I used a second data set X1=X2=today() & Y1=[a high number], Y2=[a low number] to create a vertical "today" rule on the page for clarity. Won't display in XL2007 notwithstanding charting hotfix applied. Any comments, workarounds? I can't even see how to create it from scratch in XL2007, the thing seems to preclude multiple X-value data sets. |
#6
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The X axis is a date-scale axis?
I'm not sure we've gotten your answer to this. Since XL2007 seems to dislike a second x-range Not necessarily... - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Schooner" wrote in message ... Exactly. X-range is current calendar year, with version xx.12.31 archived at year end. Pulling up a prior year's version for review naturally shows no "today rule", as the rule is off-scale. Current year version's rule is always in range. One thing I haven't tried: Since XL2007 seems to dislike a second x-range, I could replace the date data with a column appended to the main range, whose x-values are the same as the financial data & whose y-values are if(date=today(),high-number,low-number). I didn't go that way originally because the two-point ruler is elegant/efficient, and because there is NOT a 1:1 correspondence between calendar & "x" - transactions govern number of occasions, if any, of a given date. So the "if" solution will give me a disappearing rule on transaction-less days. Current workaround: add three x-values in main column all =today(), highlighted in distinctive colour, assigning dummy hi/lo/=[R-2] values to an account of lesser significance. Works, but I don't like dummy data in financials, and it requires a daily sort-all-on-date (arggh, XL2007 sort doesn't seem to auto-default to usual sort the way XL2003 did, need to stick a macro button in there if this is the answer). /tmm "Jon Peltier" wrote: The X axis is a date-scale axis? The axis min and max scale parameters encompass the '=TODAY()' entries? - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Schooner" wrote in message ... All X-values are dates. Main chart data is column1=dates, as required for transactions (may be multiple or none); remaining columns are various accounts & subtotals (bank, stocks, margin, etc). Separate data set is entered on page one: two rows of data only, C1'=date (both=today()), C2'=hi valu in R1, lo (negative) value in R2. The idea is to generate a perpetually advancing "today" rule across the chart. Dates appear in chart as abbreviations for month JFMAMJJASOND though display in data page as metric date yy.mm.dd. Multiple subtotals display on chart as scatter chart (lined) of daily data. The whole thing works like a charm in XL2003, and even works in XL2007 (after essential hotfix) except for the vertical "today" rule. (Why such a Rule at all? Because I plot pro-forma advance data to year end.) Driving me nuts, but there must be a way. I'm missing the clunky nuts-&-bolts approach of prior XL versions - perhaps not Mac-like in aesthetics, but incredibly powerful. "Jon Peltier" wrote: Are the X values in the main chart dates? Are they plotted as dates (weekends have a place on the axis although no trades occur then) or as categories? If they are plotted as categories, the X1=X2=TODAY() will be way off scale. - Jon ------- Jon Peltier, Microsoft Excel MVP Tutorials and Custom Solutions Peltier Technical Services, Inc. - http://PeltierTech.com _______ "Schooner" wrote in message ... In XL2003 annual multiple-account financial charts with daily data, I used a second data set X1=X2=today() & Y1=[a high number], Y2=[a low number] to create a vertical "today" rule on the page for clarity. Won't display in XL2007 notwithstanding charting hotfix applied. Any comments, workarounds? I can't even see how to create it from scratch in XL2007, the thing seems to preclude multiple X-value data sets. |
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