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Can I display daily data in month buckets using only excel's chart formatting?

I have daily sales figures that I'd like to plot on a simple linegraph.

I would like them to be shown in monthly buckets (i.e. if I sold 5€ on Jan 01 and 10€ on Jan 24, I would like to see only one data point for January with 15€ in it).

Please note that I don't want to use any supporting formula/VBA script, I want to do this using only chart formatting.

I tried setting the chart's X-axis type to "date axis" and I chose "months" as the base unit. This almost works, but the line graph ends up being kind of weird. Changing the chart type to histogram doesn't help much either. The individual sales are not "piled up" like I would but, instead, they're hidden one behind the other. Stacked histogram doesn't work either.

Any clue on how I can force excel to bucketize my data using only chart formatting? This can't be that hard...

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Bruder Avatar asked Mar 19 '12 17:03

Bruder


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2 Answers

Try creating a pivot chart, then grouping the dates by month (right-click a date in the pivot table, and click "Group by... Month".

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Cutter Avatar answered Nov 09 '22 05:11

Cutter


If you want to group by Years as well - hold down the Ctrl Key whilst you select the Month (both categories will then show up)

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user5542319 Avatar answered Nov 09 '22 04:11

user5542319