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#1
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need help charting a time progression for investments
Here's the data that I have:
A B C D 1 Investments Initial current purchases ----------------------------------------------------------- 2 BigCorp1 9681.03 11108.07 10-21-04 3 Another1 7761.28 8914.30 10-21-04 4 Oboy1 5564.50 6789.10 2-5-05 What I need to show is, for each investment, to show the change (up or down), and across the X-axis, to show the time passed. So, for example, I can see that the person bought BigCorp1 on 10-21, and it's grown n-amount, and they bought Oboy1 on 2-5, and it's grown n-amount, etc. Is there a way to do this in one chart? I'm lost as to what data series(s) to select and how to set it up. Any help would really be appreciated! Thanks, E |
#2
Posted to microsoft.public.excel.charting
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need help charting a time progression for investments
You want to show time along the horizontal axis and price along the
vertical. To make a line, you need two points, and each point requires an X and a Y value, or in your case, a date and a price. So for BigCorp, your data would be: BigCorp1 10-21-04 9681.03 02-10-06 11108.07 Avoid the obsession with putting a header over every column, and leave the cell above the dates blank. This helps Excel parse your data. Select the range including the blank cell and name of the stock, and create a line chart. Copy the next block of data: Another1 10-21-04 7761.28 02-10-06 8914.30 Select the chart, and use Paste Special from the Edit menu to add this data as a new series. Repeat for any additional stocks. - Jon ------- Jon Peltier, Microsoft Excel MVP Peltier Technical Services Tutorials and Custom Solutions http://PeltierTech.com/ _______ "Elwood" wrote in message ... Here's the data that I have: A B C D 1 Investments Initial current purchases ----------------------------------------------------------- 2 BigCorp1 9681.03 11108.07 10-21-04 3 Another1 7761.28 8914.30 10-21-04 4 Oboy1 5564.50 6789.10 2-5-05 What I need to show is, for each investment, to show the change (up or down), and across the X-axis, to show the time passed. So, for example, I can see that the person bought BigCorp1 on 10-21, and it's grown n-amount, and they bought Oboy1 on 2-5, and it's grown n-amount, etc. Is there a way to do this in one chart? I'm lost as to what data series(s) to select and how to set it up. Any help would really be appreciated! Thanks, E |
#3
Posted to microsoft.public.excel.charting
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need help charting a time progression for investments
If the dates are not all the same, a Line chart isn't appropriate. You
should use an XY chart. Line charts take the X values (dates) for the first series and apply them to all series. Excel's line charts have nicer options for nice date axis scales than XY charts, though, so it's nice to use a line chart. An advanced trick is to create the chart with the first series as a line chart, to produce the nice line chart time-scale axis. Double click the date axis, and on the scale tab, change the base unit to days, then pick better endpoints than simply the first and last date of the series. Add the second series as described in the previous post, select it, and use Chart Type on the Chart menu to change this series to an XY series. Then double click this new series and on the Axis tab, select primary, so it gets plotted on the same axes as the first series. When you copy and paste the third series into the chart, Excel remembers how you changed the settings for the second series, so this one is pasted as an XY series without you having to change it. - Jon ------- Jon Peltier, Microsoft Excel MVP Peltier Technical Services Tutorials and Custom Solutions http://PeltierTech.com/ _______ "Jon Peltier" wrote in message ... You want to show time along the horizontal axis and price along the vertical. To make a line, you need two points, and each point requires an X and a Y value, or in your case, a date and a price. So for BigCorp, your data would be: BigCorp1 10-21-04 9681.03 02-10-06 11108.07 Avoid the obsession with putting a header over every column, and leave the cell above the dates blank. This helps Excel parse your data. Select the range including the blank cell and name of the stock, and create a line chart. Copy the next block of data: Another1 10-21-04 7761.28 02-10-06 8914.30 Select the chart, and use Paste Special from the Edit menu to add this data as a new series. Repeat for any additional stocks. - Jon ------- Jon Peltier, Microsoft Excel MVP Peltier Technical Services Tutorials and Custom Solutions http://PeltierTech.com/ _______ "Elwood" wrote in message ... Here's the data that I have: A B C D 1 Investments Initial current purchases ----------------------------------------------------------- 2 BigCorp1 9681.03 11108.07 10-21-04 3 Another1 7761.28 8914.30 10-21-04 4 Oboy1 5564.50 6789.10 2-5-05 What I need to show is, for each investment, to show the change (up or down), and across the X-axis, to show the time passed. So, for example, I can see that the person bought BigCorp1 on 10-21, and it's grown n-amount, and they bought Oboy1 on 2-5, and it's grown n-amount, etc. Is there a way to do this in one chart? I'm lost as to what data series(s) to select and how to set it up. Any help would really be appreciated! Thanks, E |
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