Graphing in Excel
This technique shows how to You can create dynamic graphs in Microsoft Excel. The indicated region expands with the merged data.
To setup templates in Excel:
- In a new Excel worksheet, type the following information:Note: (numeric) is required to ensure proper formatting of merge data numbers or currency values.
- On the Formulas tab, click Define Name in the Defined Names group.
- In the Name box, type: Products.
- In the Refers To box type
=OFFSET($A$2,0,0,COUNTA($A:$A)-1)
and then click OK. - On the Formulas tab, click Define Name in the Defined Names group.
- In the Name box, type: Price.
- In the Refers To box type
=OFFSET($B$2,0,0,COUNTA($B:$B)-1)
and then click OK. - In cell C1, type the following formula:
=RAND()*0
. This formula updates the OFFSET formulas in the defined names. - Select cells A1:B2.
- On the Insert tab, click a chart, and then click a chart type.
- Click the Design tab click the
Select Data in the Data
group.
- Under Legend Entries (Series) click Edit.
- In the Series values box type
=Sheet1!Price
and click OK. - Under Horizontal (Category) Axis Labels click Edit.
- In the Axis label range box type
=Sheet1!Products
and click OK. - Save your workbook.
- On the Opportunity in Salesforce.com, click on your custom Composer button/link.
- Choose Select Template from your Local Computer and browse to your new workbook.
- Click Merge.