Excel question
 

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[Closed] Excel question

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Here's an easy MS Excel question for you lot.
I've got a spreadsheet that I want to add a line chart to based on 2 columns within the sheet.
The sheet contains data on 4 tasks
Column A contains the date the activity occurred
Column B contains the name of the task

I want to produce a chart showing the number of each task per month/year i.e. I want to group by task and month/year.
I'm sure this must be really easy to do, but I can't see how to do it. If it helps I've stuck another column in with the date formatted to month and year just can't get a count of each activity per month.


 
Posted : 16/01/2017 9:59 am
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Pivot chart?
Long hand do a month(cell) collective then count the instances of each one.
Or install the analysis pack and do a frequency histo on date


 
Posted : 16/01/2017 10:03 am
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It's not that simple. You can use COUNTIF( ) ... its useful as you know the 4 activities so that can be one criteria


 
Posted : 16/01/2017 10:49 am
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or download Power BI free in some ways but not sharable and does all the things excel thought were hard


 
Posted : 16/01/2017 11:23 am
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I quite often just chuck another column in and do =text(A2,"mm/yyyy") next to each date to give each row a month & year
Then just do a countifs on another table to tot everything up
The other ways of doing it are entirely valid and can look neater


 
Posted : 16/01/2017 11:53 am
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Hmm I've already got another column with mm/yyyy in it. Will look to use countif. Surprised there's no 'group by' function OOTB.


 
Posted : 16/01/2017 12:07 pm
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That's pivot tables swizzle, also try thinking how you would write a group by stuff command (like stuff man)


 
Posted : 16/01/2017 12:09 pm
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Easy - pivot chart.

[img] ?0116124819[/img]

Use the "group" function in the pivot table to group by month & year. From there the chart is a doddle.


 
Posted : 16/01/2017 12:48 pm
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or download Power BI

And spend the next 6 months teaching yourself DAX so you can do really useful stuff with it


 
Posted : 16/01/2017 1:07 pm
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It would do the stuff the op wanted in a few clicks probably unless Ms change the interface/stuff it is however what we all wanted excel to do (using it on commercial projects in place of significant cost bi products)


 
Posted : 16/01/2017 1:10 pm
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SundayJumper - that looks exactly like what I want, is that using standard excel? Care to explain a bit futher, have you got any pseudo columns or anything else or is it built just using a pivot table and those 2 columns?


 
Posted : 16/01/2017 2:03 pm
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Pivot charts have saved hours of very clever formula writing

It's a standard Excel function now, save your data before playing with it, then have a go. You can't really get it too wrong, it's fairly intuitive


 
Posted : 16/01/2017 2:58 pm
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Steve - it's all done with a pivottable / pivotchart. I'll email it to you, probably easier than trying to describe it !


 
Posted : 16/01/2017 4:36 pm
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Pivotchart, it's aboput 10 clicks to create what you want including the grouping of dates.

Actually just checked it's 11 🙂


 
Posted : 16/01/2017 4:54 pm
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Many thanks to Sundayjumper for going above and beyond and also to everyone else who replied. It's now sorted and was pretty straightforward once you know how!


 
Posted : 17/01/2017 9:19 am