Graph Help

Hi guys,


Desperately trying to work out how to create a graph that shows me the number of clients I had as of each month / the total amount of client fees as of that month and total number of clients overall.


So ideally, the month along the X axis and then total number of clients / amount of fees as of that month on the Y axis.

This is the data that I've put together for the chart. I can't seem to get the chart to show the month along the X axis.

Any help would be greatly appreciated!





iMac 21.5″, macOS 10.15

Posted on Mar 23, 2021 8:07 AM

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Question marked as Top-ranking reply

Posted on Mar 23, 2021 9:19 AM

One way is to do something like this:




You set up a separate summary table that is used to generate the chart. The relevant months are listed in the first column, which is defined as a Header Column (important). The formula in B2, filled down is:


=SUMIF(Table 1::C,A2,Table 1::D)


To generate the chart, select its cells including the Header Column and Header Row and in the menu choose Insert > Chart > 2D Mixed. Click the Edit Data References rectangle and in the chart choose Delete Series in the dropdown that appears when you click the dot above the Number of Clients column. The selection should look something like this:




Then "pretty up" the chart to taste.


A quick way to learn a little about what can be done with charts is to open the 'Charting Basics' template at File > New in the menu.



SG

2 replies
Question marked as Top-ranking reply

Mar 23, 2021 9:19 AM in response to JBOWDEN88

One way is to do something like this:




You set up a separate summary table that is used to generate the chart. The relevant months are listed in the first column, which is defined as a Header Column (important). The formula in B2, filled down is:


=SUMIF(Table 1::C,A2,Table 1::D)


To generate the chart, select its cells including the Header Column and Header Row and in the menu choose Insert > Chart > 2D Mixed. Click the Edit Data References rectangle and in the chart choose Delete Series in the dropdown that appears when you click the dot above the Number of Clients column. The selection should look something like this:




Then "pretty up" the chart to taste.


A quick way to learn a little about what can be done with charts is to open the 'Charting Basics' template at File > New in the menu.



SG

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