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  • Blog Entry For Choose Function

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    mandeep_aujla
    15 просмотров3 страницы
    Generating line graphs using Excel can be difficult when plotting two lines that do not cover the same number of periods. A user might want to plot the revenue plan for the entire year, showing the cumulative trend over 12 months as well as the cumulative monthly actual revenue. To solve this issue, you need to add a defined cell that indicates the current year-to-date month, which would be the number 5 for May in our example.

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    Blog Entry for Choose Function

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    Generating line graphs using Excel can be difficult when plotting two lines that do not cover the same number of periods. A user might want to plot the revenue plan for the entire year, showing the cumulative trend over 12 months as well as the cumulative monthly actual revenue. To solve this issue, you need to add a defined cell that indicates the current year-to-date month, which would be the number 5 for May in our example.

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    Attribution Non-Commercial (BY-NC)
    Скачайте в формате PDF, TXT или читайте онлайн в Scribd
    Отметить как неприемлемый контент
    15 просмотров3 страницы

    Blog Entry For Choose Function

    Загружено:

    mandeep_aujla
    Generating line graphs using Excel can be difficult when plotting two lines that do not cover the same number of periods. A user might want to plot the revenue plan for the entire year, showing the cumulative trend over 12 months as well as the cumulative monthly actual revenue. To solve this issue, you need to add a defined cell that indicates the current year-to-date month, which would be the number 5 for May in our example.

    Авторское право:

    Attribution Non-Commercial (BY-NC)
    Скачайте в формате PDF, TXT или читайте онлайн в Scribd
    Отметить как неприемлемый контент
    из 3

    UsesforExcelsNA()inCharts

    Tips&TricksForFinancialPlanning&Analysis

    OnethingthatwefrequentlyseeclientsstrugglewithwhengeneratinglinegraphsusingExceliswhentheyplottwo linesthatdonotcoverthesamenumberofperiods.Forexample,ausermightwanttoplottherevenueplanforthe entireyear,showingthecumulativetrendover12monthsaswellasthecumulativemonthlyactualrevenue.Theissue thatweseeisreflectedinthegraphbelow.Becausethereisnodataforthefirstmonthbeyondthemostrecentmonth ofactualresults,thetrendlinedropsbacktotheXaxis(oritcouldextendthroughtheremainderoftheyearatthe currentyeartodatevalue).Frequentlytheissueisresolvedbyusersblankingoutthecellreferencesbeyondthecurrent month,whichcreatesanextramaintenanceheadacheeachmonthtoextendtheformulareferencingthelatestmonth ofactualresultstothenextcolumn.

    Tosolvethisissue,youneedtomakeacoupleofsimplechanges.Thefirstchangerequiresthatyouaddadefinedcell thatindicatesthecurrentyeartodatemonth,whichwouldbethenumber5forMayinourexample.Theeasiestwayto createanamedcellistoplaceyourcursoronanavailablecell(hereweusedcellB1)andtypeanameintothetheName Box.Wewilluse"ME_Num"asourDefinedName.Youcanseeinthegraphicbelowthatwehavetyped"ME_Num"in theNameBox,withthecursoroncellB1andthenjusthitEntertocreatetheDefinedName.

    OnceweputavalueincellB1,thevariableME_Numwillequalthatvalue.[IfyouareusingExcel2003,theprocessto defineacellnameisunchanged.WejustneedtotypethenameintotheNameBoxinthissamelocation.]Withthe DefinedNameestablished,wecanuseittorecordthecurrentmonthdate,whichisstill5forMay.


    Tips&TricksforFP&A http://rpscgi.com/blog.aspx 2011ResourcePlanningSolutions

    UsesforExcelsNA()inCharts

    TipsandTricksforFinancialPlanning&Analysis

    Inourexample,weareimportingthemonthlyvaluesforboththeplanandactualdataintorows34and35,respectively. Wewanttosetasideanareathatthelinegraphwillreferencethatisseparatefromthelocationusedtoimporttheplan andactualresults.Wehaveusedrows31and32forthecumulativeplanandcumulativeactual,respectively,asshown inthegraphicbelow,togenerateourtrendgraphs.Theoriginalformulaforreferencingthecumulativeyeartodate actualdatawasjustasimpleSUM()function,thatusedanabsolutereferencetothefirstmonthorJanuaryincolumn "C"(forexampletheFebruaryformulawas=SUM($C35:D35).WhatwewanttodonowisaddanIF()functiontolimit howmuchdataisplottedonourExcelgraph.Ifwedonotwantadatapointplottedonourtrendline,wewillreturnthe ExcelconstantNA().NothingwillbereferencedontheExcelgraphwhenanNA()isencountered. UsingthesamecumulativeactualcellforFebruary,wewouldchangetheformulaatcellD32tothefollowing: D32=IF(ME_Num<=2,SUM($C35:D35),NA()). InJanuary,theME_Numvariablewouldbeequaltoone,whichmeansthatourformulaforFebruary,atcellD32,would returnNA().ButbeginningwiththeFebruaryresultsandeverymonththereafter,the=SUM($C35:D35)wouldproduce theactualresultforyeartodateFebruary,becauseME_Numwouldbegreaterthan2.WithME_Numsettoequal5, ouroriginalchartnowappearsasshownbelow.YoucanseethatourME_NumvalueatcellB2issetto5,thatwehave actualcumulativedatathroughMayandtheNA()constant(actuallyitisshownbelowas"NA#")isdisplayedfromJune throughDecemberandourcumulativeactualtrendlinestopsatthe5thmonth,whichwasthegoal.

    Forjustonechart,thismayseemoflittleconsequence.Butifyouwantedtoreference5differenttrendgraphs(e.g. revenue,grossprofits,operatingprofitandnetprofit)usingthesamechart,thenthisapproachreallystartstomake sense.Youcouldcombinethe5chartsintooneusingtheCHOOSE()functiontoswitchthegraphdatasource.This techniquewouldworkjustaswellifyouwantedyouruserstobeabletoswitchbetweenlineofbusiness1,lineof business2andtheconsolidatedbusinessbyjustchangingthevalueinonecell. Toaccomplishthistechnique,wearegoingtocreateanewDefinedName,called"Chart_Num,"atcellC1.Assuming thatouractualsalesdataareatrow35,grossprofitat45,operatingprofitatrow55andnetincomeatrow65,we wouldchangeouroriginalformula,fortheFebruaryactualgraphdatapoint,tothefollowing:


    Tips&TricksforFP&A http://rpscgi.com/blog.aspx 2011ResourcePlanningSolutions

    UsesforExcelsNA()inCharts

    TipsandTricksforFinancialPlanning&Analysis

    D32=IF(2<=ME_Num,CHOOSE(Chart_Num,SUM($C35:D35),SUM($C45:D45),SUM($C55:D55),SUM($635:635)),NA()) Intheexampleabove,wehavenestedtheCHOOSE()functioninsidetheIF()statement.TheCHOOSE()functionusesthe valueof"Chart_Num"todeterminewhichrowofactualdatatosumandreferenceinthechart.If"Chart_Num"isequal toone,thentheSUM($C35:D35)formulawillbeevaluated,whichcorrespondstotheyeartodatesalesforFebruary.If "Chart_Num"isequaltotwo,thentheSUM($C45:D45)formulawillbeevaluated,whichcorrespondstotheyearto dategrossprofitforFebruaryandsoon.Withthisstructure,youonlyneedtoupdatetheME_Nummonthlywhenyou importthenextmonth'sresultsandchangeChart_Numtoswitchthroughthetrendlinesforallyourkeymetrics.Ina futureblog,wewillexplorehowtosetupadropdownboxtoallowyouruserstoeasilychangethedisplayedmetrics. Clickheretodownloadtheexample

    Tips&TricksforFP&A

    http://rpscgi.com/blog.aspx

    2011ResourcePlanningSolutions

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