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Graphing in Excel

This technique shows how to do dynamic graphing in Excel. The indicated region will expand with the merged data.

Template setup process in Excel:

  1. In a new Excel worksheet, type the following information:
    GrpahingInExcel.png

    (numeric) is required to ensure proper formatting of merge data numbers or currency values.

  2. On the Formulas tab, click Define Name in the Defined Names group.
  3. In the Name box, type: Products.
  4. In the Refers To box type =OFFSET($A$2,0,0,COUNTA($A:$A)-1) and then click OK.
  5. On the Formulas tab, click Define Name in the Defined Names group.
  6. In the Name box, type: Price.
  7. In the Refers To box type =OFFSET($B$2,0,0,COUNTA($B:$B)-1) and then click OK.
  8. In cell C1, type the following formula: =RAND()*0.

    This formula updates the OFFSET formulas in the defined names.

  9. Select cells A1:B2.
  10. On the Insert tab, click a chart, and then click a chart type.
     
  11. Click the Design tab click the Select Data in the Data group.
  12. Under Legend Entries (Series) click Edit.
  13. In the Series values box type =Sheet1!Price and click OK.
  14. Under Horizontal (Category) Axis Labels click Edit.
  15. In the Axis label range box type =Sheet1!Products and click OK.
  16. Save your workbook.
  17. On the Opportunity in Salesforce.com, click on your custom Composer button/link.
  18. Choose Select Template from your Local Computer and browse to your new workbook.
  19. Click Merge.