Excel Graph - Category and Subcategory grouping

Question

I seldom if ever use excel and have no deep understanding of graphs and graphing-related functions. Having said that...

I have dozens of rows of data, composed by 4 columns

• column 1 = amount/price (in numbers)
• column 2 = description (the what in text)
• column 3 = category (in text)
• column 4 = subcategory (in text)

I want to make a bar graph of my rows of data so that, the end result looks like this:

X axis - categories Y axis - amount/price

The trick here is for categories NOT to repeat themselves. For example, if our data is something like...

• 100 | boat purchase | boats | 3 engine boat
• 200 | boat purchase | boats | 2 engine boat
• 500 | plane purchase | planes | 4 engine plane
• 900 | car purchase | cars | 1 engine car

Then there should only be ONE instance of boats, planes and cars in my graph, under which all associated data would be summed up.

Last but not least, I have seen graphs where, these unique-not-repeated categories, instead of just being one single 'bar' so to speak, are composed of smaller bars. In this case, I want these smaller bars to be the sub categories, so that the end result would look like this:

In that sample image, I first present a 'basic, classic' graph where blue, yellow and red each represent a unique, different category. Right below it is what I want, a 'breakdown' of each category by subcategory where blue/yellow/red each represent an imaginary 3 different subcategories per category.

This means subcategories will repeat themselves for each category, but categories themselves will not.

For clarification, I currently only have 3 main categories and 6 or so sub-categories, but this could change in the future, hence the desire to have this in an automatic/dynamic fashion

Kind regards G.Campos

EDIT: new image:

Answer 1

I am not sure this will get you exactly where you want but I find in general in excel it is easiest to summarize your graph data on a separate tab.

For sample data like this

you would create a 2nd tab in the sheet that appears something like

the totals are calculated by using the sumif formula

=SUMIF(Data!C:C,Summary!A2,Data!A:A)

For the Category totals

and

=SUMIF(Data!D:D,Summary!E2,Data!A:A)

For the sub category totals (Assuming sub-categories are mutally exclusive). Now that that data is summarized, highlight the cells and insert a column chart for the following charts.

Adding new categories and/or sub categories will require you to add lines to the summary data, and then add series to the charts. You could use a vba macro to automate that task but I suspect that is overkill since your dataset is "dozens" rather than "thousands"

Answer 2

Here i my take on it. Unfortunately I can't post the screenshots as I don't have enough posts.

One solution is to use pivot charts put Amount in "Values", Category in "Row Lables", and SubCategory in "Column Labels".

I uploaded relevant images on a free image upload service.

This is our source data:

Amount  Decription  Category    SubCategory
100     boat purchase   boats   3 engine boat
200     boat purchase   boats   2 engine boat
500     plane purchase  planes  4 engine plane
900     car purchase    cars    1 engine car
450     boat purchase   boats   2 engine boat
110     plane purchase  planes  4 engine plane
550     car purchase    cars    1 engine car
230     car purchase    cars    2 engine car
450     car purchase    cars    5 engine car

This is the desired graph (Edit: This has ghost bars):

http://imageshack.us/photo/my-images/849/pivot.gif/

I just read the comment about no ghost graphs. This might be what you are looking for:

http://imageshack.us/photo/my-images/266/pivotnoghost.gif/

Just googled and found something very similar here:

peltiertech.com/WordPress/using-pivot-table-data-for-a-chart-with-a-dual-category-axis/

You need to add http:// ( I can't have more than two hyperlinks due to low number of posts)