Customizing a pie chart for a personal finance sheet?

Hi,
I am creating a personal finance sheet, and I'd like to get a visual sense of where my money is going. I've put all my expenses in a table and added a column to indicate the sort of expenditure. Food, Clothes, CD's, etc.
I'd like to use a pie chart to show which percentage of my money is going to each. Ideally I could link a category from a popup-menu to a section of the pie, but I cannot find a way to manipulate the selection of the sections of pie. Does anyone know of a way to accomplish this either dynamically or manually?
One way I can think of would be to sum the sorts of expenditures in another table and using that to make the chart, but I don't know how this is possible.
Thank you

I named the first table "Main"
In the second table
column A contains the names of different kinds of expenses
column B contains:
=SUMIF(Main :: B,A,Main :: C)
column C contains:
=A
column D contains:
=B/(SUM(B))
Given that we may chart the range C2…D4
Yvan KOENIG (from FRANCE lundi 22 septembre 2008 18:51:43)

Similar Messages

  • I have no idea how to set up a pie chart for tracking spending with categories

    This is what I want to do to help me track my credit card spending.
    I want to make a Numbers sheet where i can jot down how much money i spent on a item, and what category that item would go with (example, food, electronics, gas, so on).
    and then i want to have a pie chart that will show much how much money i'm spending in each category and how much of a percentage of the total each category takes up of the whole.
    I have no idea how to set this up in a sheet. I tried typing it in a few times and every time i go to make a pie chart, it never shows me any of the results i want to see.
    can someone please help me set up a sheet to be able to get this information to display correctly in a pie chart?

    Brad,
    Create a table with the categories and the data (for now you can make up the data):
    Now add a chart from the Charts menu in the toolbar:
    Now click the "Add Chart Data" button just below the chart.
    Now select data (from column B) in the table.  Last trick is to click the menu at the bottom-left corner of the window and change the selection to "Plot rows as series" :
    Now add formulas to the table to properly summarize the data from your data entry table using the sumif() function.

  • Looking for a Personal Finance, Money Management program that works smoothly with Mac OS 10.9.4

    I’m looking for something to break down my spending into categories and merchants so I can track where I’m spending and better control it.   Checked out Quicken first, but looks like Intuit is giving up on Mac integration.  Can someone experienced in Mac and Financial Programs recommend one for personal finance and money management that works well with Mac?  OSX 10.9.4.  And, I’m an English major.  Numbers and spending are my Achilles wallet.

    I like Quicken personally. There is a new version in the works.
    Quicken 2007
    Quicken 2015 information

  • Label and legend problem in grouped month data pie chart for Crystal XI

    Post Author: mikeyplop
    CA Forum: Charts and Graphs
    Hi all, I have a problem with a pie chart I created based upon monthly figures that were grouped.  The data type is DateTime but I have modified the report to show the date as January 2007, February 2007 etc. etc.  This is all fine and appropriate as it is based on a gouping of all the data into months. However, when I chart the same data the labels and legend do not reflect this formatting.  Instead they show up as 01/2007, 02/2007 etc. etc. I have searched the forums, but was unable to find any one else who has had the same problem. Any help would be greatly appreciated. Kind regards, Mikey

    Post Author: training2go
    CA Forum: Charts and Graphs
    I've still been trying to get this to work or at least figure out what I'm doig wrong, but so far I haven't had any luck, so I'm hoping someone can help me.

  • Looking for a personal finance software other than Quicken

    I live in Canada and when I first bought a Mac here in CanadaI I purchased Quicken for Mac in the USA. since it's not available here. Unfortunately, I find that when downloading account balances, the results are often totally ridicules and seldom correct. At times it works, most often it doesn't. Is there some other Software available which will do simple banking i.e downloading balances and keepping track of in and outgoing expenditures. I still use my Dell LT in the Windows world and have absolutely no problem with Quicken for windows.
    Thanks for your (hopefully) help.
    Hans

    http://www.iggsoftware.com/ibank/

  • XSL for a Pie chart with a very simple XML data file

    Hi All
    Using BI Pub Desktop 10.1.3.2.1 with Oracle Apps R12.1.3.
    I am trying to do a pie chart for the below data in an xml file. Normally this is pretty straight forward but with the below simple data structure I am a bit stuck, maybe thinking about it too much. Appreciate any help on what the xsl should like.
    xml file contains only the below. There is no other data in the file.
    <G2>
    <ITEM>ALL</ITEM>
    <AA>10</AA>
    <BB>20</BB>
    <CC>50</CC>
    <DD>30</DD>
    </G2>
    I want to be able to have a pie chart that shows the labels: AA, BB, CC and DD with the corresponding data values of 10,20,50 and 30.
    Thanks for viewing the question.
    Cheers Cel

    Please disregard. i went back to the original blog code and started over, and figured this out.

  • Need help to make a Pie Chart

    I am trying to draw a pie chart for the Uptime Report.
    I have the Following table definition.
    create table downtime_detail ( env_code number, down_start date, down_end date );
    insert into downtime_detail values (1,to_date('26-JAN-2008 02:00:00','DD-MON-YYYY HH24:MI:SS'),to_date('26-JAN-2008 03:00:00','DD-MON-YYYY HH24:MI:SS') );
    insert into downtime_detail values (2,to_date('26-JAN-2008 02:00:00','DD-MON-YYYY HH24:MI:SS'),to_date('26-JAN-2008 03:00:00','DD-MON-YYYY HH24:MI:SS') );
    insert into downtime_detail values (2,to_date('01-FEB-2008 02:00:00','DD-MON-YYYY HH24:MI:SS'),to_date('03-FEB-2008 03:00:00','DD-MON-YYYY HH24:MI:SS') );
    insert into downtime_detail values (2,to_date('15-FEB-2008 02:00:00','DD-MON-YYYY HH24:MI:SS'),to_date('15-FEB-2008 03:00:00','DD-MON-YYYY HH24:MI:SS') );
    insert into downtime_detail values (2,to_date('26-FEB-2008 02:00:00','DD-MON-YYYY HH24:MI:SS'),to_date('28-FEB-2008 03:00:00','DD-MON-YYYY HH24:MI:SS') );
    Now the Below Query returns me the values val1 and val2 on the basis of which I need to draw a Pie Chart.
    ==========================================================
    select round((DOWN/TOTAL)*100,2) val1 , round(100-((DOWN/TOTAL)*100),2) val2
    from
         (select sum((DOWN_END - DOWN_START)*24) DOWN from DOWNTIME_DETAIL where ENV_CODE=2 ) a ,
         (select ((sysdate - to_date('01-JAN-2008','DD-MON-YYYY')) * 24) TOTAL from dual ) b
    VAL1 VAL2
    3.64 96.36
    ==========================================================
    Can someone help me try do this ?
    Actually I tried but I couldnt put my custom query to get this Pie chart. Or if there is any other better approach please let me know.

    nikhilskamik,
    I believe all that you are missing in your sql is a NULL. Below is the help text for creating a Flash pie chart.
    Specify the SQL query that will populate your chart, for example:
    select null, ename, sal
    from emp
    Alternatively you can write a PL/SQL function return a SQL query, for example:
    begin
    return 'select null, ename, sal from emp';
    end;
    Your query should then read:
    select null,round((DOWN/TOTAL)*100,2) val1 , round(100-((DOWN/TOTAL)*100),2) val2
    from
    (select sum((DOWN_END - DOWN_START)*24) DOWN from DOWNTIME_DETAIL where ENV_CODE=2 ) a ,
    (select ((sysdate - to_date('01-JAN-2008','DD-MON-YYYY')) * 24) TOTAL from dual ) b
    Jeff

  • How do I use Numbers to develop personal finance and budget spreadsheets?

    I recently purchased an IMac and would appreciate advice on how best to use IWork (Numbers) to set up a personal budget and finance spreadsheet program. Please bear in mind that I am not a computer expert and only have average understanding of spreadsheets.
    By way of background, I have poor eyesight and use a screen resolution of 1344 x 840.
    I currently use Quicken for Mac 2007 for my personal finance and budget. The problem is that fonts are far too small for me to see clearly and cannot be changed.
    Hence my interest in using IWork (Numbers).
    My budget and finance requirements are reasonably straightforward
    1. create income and expenditure categories and sub-categories
    2. Create 3 accounts (cheque, savings, credit) in which I can manually record debit and credit transactions by description, category and sub-category
    3. Create annual budgets with specified monthly amounts for categories and sub-categories
    4. Compare actual income and expenditure for categories and sub-categories (for all accounts) against budget each month and for year to date.
    I am confident most of my requirements can be met by using the Checking Register and Budget Templates in IWork (Numbers).
    However, I don’t know how to link and further develop these two Templates to enable me to use the same categories and sub-categories for all accounts and budget.
    I also want to be able to compare actual income and expenditure for categories and sub-categories (for all accounts) against budget each month and for year to date (ie. point 4 above).
    I should be grateful if someone with a better knowledge than I have of IWork (Numbers) and spreadsheets could steer me in the right direction.
    With thanks in anticipation.

    ww,
    You can begin your orientation by reading the Numbers 09 User Guide, available for download free of charge from the Numbers Help menu. This will give you a lot of insight into how spreadsheets can be used and how to build them.
    Then download the, also free, iWork Formulas and Functions User Guide and page through it to see what's there. It would be about as interesting as reading a dictionary to read it straight through, but it's good to get to know what functions are available.
    I find that using the iMac's full resolution and wearing strong reading glasses is better than using reduced resolution. If that's not enough, you can go to System Preferences, Universal Access, Zoom. There are different zoom behaviors that you can choose from depending on your personal preference. Some users here have expressed a dislike for the zoom feature, but I suspect that if they needed it really badly, they would come to appreciate it.
    Regarding the finance spreadsheet development, it's a big job. You are off on the right foot because you already have formulated a clear picture of what you want the final result to look like, or perhaps nearly so. My first tip is to take advantage of the Numbers ability to use many separate tables per sheet. Then it is easy to rearrange your sections if you don't like the look of your first efforts.
    Make a dummy layout, with notes and/or fictitious values in cells where you eventually want links or complicated formulas. I suggest that you not consider using the Categories feature of Numbers Tables. The feature is limiting and at some point will stop you dead in your tracks and you will have to go back and start over with that particular element of your design.
    Then, seek help here on one technical hurdle at a time. You can study the way the Check Register and Budget templates work by clicking on the interesting cells and looking at the expressions that appear in the formula bar.
    Good luck,
    Jerry

  • Pie chart to a tabular report

    I have develop a pie chart for Category Sales. If i click on one of the pie (Category) it should open a tabular report where it shows the sale of products in that category. How can i implement this in OBIEE dashboard?

    Hi,
    For your senario you can use Master Detail event feture to implement your solutions.
    Master-detail linking of views allows you to establish a relationship between two or more views such that one view, called the master view, will drive data changes in one or more other views, called detail views.
    More detail refer below linke;
    http://gerardnico.com/wiki/dat/obiee/master_detail
    Mark Helpful/Correct as applicable.
    Regards,
    Kashi

  • Pie Chart -- legend texts are cut (with "...")

    Hello Experts,
    when I*m using pie charts with displaying the legend, longer texts are cut (e.g.: "220/35V  60W yellow...")
    What can I do to show the complete text?
    Thanx a lot
    KR,
    Raimund

    Good Day Nics,
    the cuts are due to the size of the pie chart. you can resize your pie chart for the legends to show properly.
    Kindly tell me if im missing something.
    Regards,
    John Vincent

  • Pie Chart doesn't display all columns

    I set up a simply table and made a bar chart = everything worked out well.
    I selected my table again and clicked on 'make pie chart' but this time it doesn't display all the colums. I really don't know what went wrong here.
    I'd appreciate it very much if some could help me out here.
    Preview Picture: http://cl.ly/1SKg
    Numbers File: http://cl.ly/1SAh

    patte,
    Even though you have selected the entire table to be charted as a Pie Chart, and the table includes three data series, a Pie Chart can only display one series at a time, so it displays the first one; "3. Klasse"
    In "3. Klasse", the values of Schaukel and Drehscheibe are zero, so there is no pie to display.
    Hope this explains the situation for you. To make Pie Charts for the other two series, you would again select the header cells, then hold down the Command key while selecting the other series. Then add another chart. Do this for each series you wish to chart.
    Regards,
    Jerry

  • How to get rid of label shadows in Pie Chart?

    Hi and thanks for reading.
    Every time I create a pie-chart in Numbers08, there is a shadow around values and series labels. I looked in Text, Font, and inspector palletes but could not get rid of the shadow/glow around the fonts.
    Any suggestions on how to disable it? this shadow is ruining my whole report.
    This happens only in pie-chart, for some reason. If I change the chart to, say, bar chart, the shadow disappears, but switching to pie brings back the shadow.

    Ashka, thanks for reply, unfortunately it didn't help. I do not have "shadow" option ticked anywhere. If I do tick the shadow, an additional shadow also appears, so this shadow is somehow built into the pie-chart by default. No matter what font of color I pick that shadow is there.
    Here is a screen-shot:
    http://www.piccdrop.com/images/1227030290.png
    Thanks for your help.

  • How to show top 20 values in a Pie Chart

    Hi
    We have a requirement to develop a Pie chart for top 20 Order value locations.but i am not able to plug in top 20 logic in a pie chart.This functionality (TOP N) is avilable in bar chart , but it is not avilable in Pie chart. Could some help me to implement this logic in a Pie chart.
    Your help in this regard is highly appreciated.
    Thanks
    Laj

    Not sure what you are saying here.  Obviously you have to have a place to place the distinct values, whether in another column or in the same column. That's not really a drawback, just a fact of life.
    I'm curious about what you mean by "multiple columns to dynamically select some records with specific criteria from different columns."  If you can give a specific example of what you are trying to do, I there may be a solution.  Are you trying to do something like Excel's filtering on multiple columns?
    If you are you can click the disclosure triangle by the column letter to get a dropdown like this:
    Similar to Excel.
    SG

  • PIE Chart Drill down in bex report

    Hi Friends,
    In my bex report i have pie chart for year 2008.
    Shall I drill down on this report means if  i click on one part of the pie chart will i go to another report or another pie chart.
    Can any one pls tell me is it possible .
    Thanks & Regards,
    Ramnaresh.
    Edited by: ramnaresh porana on Dec 1, 2008 6:35 AM

    Hi ,
    Thanks for reply.
    how it is possible from context menu of the pie chart , i have seen the context menu of the pie chart but i did not get any related option for this one.
    Can you pls guide me.
    Thanks & Regards,
    Ramnaresh.

  • Pie-chart drill-down

    Hi,
    I have created a pie chart on my report. I want it so that the user can double click on a segment of the pie and drill-down to view some detailed logs. The logs just being a list of details from the records like "name" "age" etc.
    I have read some stuff on subreports and linking, but im not quite sure wether this is the way to do this or if there is an easierway without all that subreport linking malarchy.
    Is there an easier way? and if so, could you please provide me with a step-by-step as im fairly new to this whole crystal reports thingamajig. Thanks
    J

    Hi James
    You can get a drill down on your pie chart once you apply groups in your report and create chart based on those groups.
    For example: I create a report to display the last year sales for all the cities in a country. I want a drill down onmy pie chart for the cities. I do the below:
    1. I create two groups on Contry and City.
    2. Now I create a pie chart. In Data tab of Chart expert select the group for City in On change of, and show value Last year sales.
    3.Place the chart on group header of Country group.
    4. Refresh the report, now I would get the drill down for the cities for every country in the Pie chart.
    For more information please refer to Crystal Reports Help.
    Hope this helps!!!
    Regards
    Sourashree Ghosh

Maybe you are looking for

  • Setup two accounts in one iTunes library on one iMac

    Hi, I do not seem to get iTunes configured to accept input/sync from two different accounts (my wife's and mine) without iTunes saying it is associated with one other apple ID (mine). I ultimately want iTunes to contain the full library of music at o

  • HT201342 Two icloud email accounts with same apple ID

    Just got my new iphone 5 and gave my 4 to my wife. I have an apple ID and my own icloud email. How can she get an icloud email address using my apple id? No need for her to setup her own apple ID as we share the same account.

  • Read Only ID Columns

    Hi, I have several simple look up tables with two columns, ID and DESCRIPTION. ID is a numeric primary key. They have been put into their own groups with the Layout Style set to "table". The ID attribute's "Updateable?" has been set to "When New". My

  • Can't edit remote files with nemo/thunar/...

    Hi there, I've got two kinda-related problems: 1) When I browse a remote server with any file manager (Nemo, but also Thunar and PCmanfm), and when i double-click to edit/view a file, the default program always opens empty, like it was called without

  • IPhone in cold stop working

    What I can do?