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Dr. Allan Wohl
 
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Default help with charting in excel

I am fairly new at this so sorry if this is an obvious answer.

I have created a spreadsheet with the following columns: Payee, Date and
Amount Paid. It is simple, functional and working fine.

I want to be able to create a chart so that i can easily view the amount
paid by each Payee, and the percentage that each Payee represents the total
amount of revenue.

My problem is this: when i set up the chart, i am using a pie graph, and
if Joe Smith plumbing is listed 10 different times(all different dates of
course), the pie graph will show Joe Smith plumbing 10 separate times.

What is what to do is create a chart where each payee is combined under one
header, with a summary of the total amount paid by that payee. This is
similar to what u can view in Quicken or Money.

Does this make sense?
Thanks for everyone's help........AL


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Jon Peltier
 
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Default

Hey Doc -

Make a pivot table of the data, with Payee in the Rows area and Amount
Paid in the Data area, using the Sum option. Now the data has one entry
per Payee (barring any spelling variations of the name).

- Jon
-------
Jon Peltier, Microsoft Excel MVP
Peltier Technical Services
Tutorials and Custom Solutions
http://PeltierTech.com/
_______

Dr. Allan Wohl wrote:

I am fairly new at this so sorry if this is an obvious answer.

I have created a spreadsheet with the following columns: Payee, Date and
Amount Paid. It is simple, functional and working fine.

I want to be able to create a chart so that i can easily view the amount
paid by each Payee, and the percentage that each Payee represents the total
amount of revenue.

My problem is this: when i set up the chart, i am using a pie graph, and
if Joe Smith plumbing is listed 10 different times(all different dates of
course), the pie graph will show Joe Smith plumbing 10 separate times.

What is what to do is create a chart where each payee is combined under one
header, with a summary of the total amount paid by that payee. This is
similar to what u can view in Quicken or Money.

Does this make sense?
Thanks for everyone's help........AL


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