Using VLOOKUP to get various chart data|Dashboards & Charts|Excel Forum|My Online Training Hub

Hi

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?

Many thanks

Stephen

PS Once this works, then I'd like to add the budgetted amounts for each category for comparison. A double bar, perhaps.