May 5, 2020
I'm new here , so apologise if this is a trivial question, or has been asked before. I I searched but couldn't find anything.
I'm using Excel 2007, and although I've used VBA many times I would like to do this with Excel only.
I have a budget with 20-odd expense categories and 8 income categories. I have separate expense and income sheets, entered chronologically throughout the year. There will be several hundred entries in each sheet.
I wish to display both on one chart using a toggle via option buttons which work on a vlookup to return the x-axis names and values. I also wish to use a spin button to show 'All entries to date', 'All entries for Jan or Feb or Mar', etc.
So it's a full year or selected month viewer of both sets of entries - but only one at a time.
However, the Select Data Source entry box doesn't seem to accept any formula - I've tried 20+ ideas and variations - even if the formula refers to and returns named ranges. I can display Expenses for June, etc, but can't change that to Income for July using a toggle or a spinner, and so on.
Can anyone point me in the right direction, please?
PS Once this works, then I'd like to add the budgetted amounts for each category for comparison. A double bar, perhaps.