How to create a dynamic chart between two dates (based on dates) in Excel?
For example, you have a long fruit table as below screenshot shown, and you need to create a chart to present the sales amount of fruits based on given date range. And when you change the start date or end date, the chart will update automatically, any idea? This article will introduce two solutions for you.
Create a dynamic chart between two dates
This method will guide you to recreate the data source range with the SUMIFS function, and then create a chart based on the new data source in Excel. And when you change the date period, the new data source will update automatically, and the chart will update too.
1. In the original table, select and copy the Fruit column, and then paste into a blank range.
2. Keep the pasted column selected, and click Data > Remove Duplicates to remove all duplicate items from the pasted columns.
3. Then the Remove Duplicates dialog and a Microsoft Excel warning dialog will come out successively. Please click OK > OK to go ahead.
4. Select a blank cell right to the first item of the pasted column, type below formula, and the drag the AutoFill handle down to the cells as you need.
=SUMIFS($D$2:$D$60,$C$2:$C$60,G7,$A$2:$A$60,">="&$G$2,$A$2:$A$60,"<="&$H$2)
Note: In above formula,
- $D$2:$D$60 is the Amount column;
- $C$2:$C$60 is the Fruit column;
- G7 is one of fruits in the pasted column without duplicates;
- $A$2:$A$60 is the Date column;
- $G$2 is the start date;
- $H$2 is the end date.
So far you have recreated the new data source which can update automatically based on the specified date range.
5. Select the new data source, and click Insert > Insert Column or Bar Chart > Clustered Column.
Now the dynamic chart between two dates is created as below screenshot.
When you change the start date or end date, the new data source and chart will update automatically. See screenshot:
Create a dynamic chart between two dates with PivotChart
You can also create a PivotChart which can update automatically based on specified date range in Excel.
1. Select the original table, and click Insert > PivotChart > PivotChart.
2. In the Create PivotChart dialog, select the destination range to place the chart, and click the OK button.
3. In the PivotChart Fields pane, drag Date to the FILTERS section, drag Fruit to the AXIS section, and drag Amount to the VALUES section.
Now the PivotChart is created with Date filter button at the upper-left corner. See screenshot:
Change the date range as you need with the Date filter button, and the chart will update automatically.
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