I did some more investigation, and it seems the solution was far simpler than I was imagining. I was able to update the Actuals, Expense
formula in K22
and the Actuals, Income
formula in K23
to sum the Modified Actuals
in AO11:AO
rather than the Period Actuals
in AI11:AI
. Making this change yielded the expected expense and income values in the sparkline.
Actuals, Expense, K22
=sumproduct(($AE$11:$AE="Expense"),($AG$11:$AG<>"Hide"),$AO$11:$AO)
Actuals, Income, K23
=sumproduct(($AE$11:$AE="Income"),($AG$11:$AG<>"Hide"),$AO$11:$AO)
On a side note, I do not recommend adjusting the formulas for Actuals Prior to Period
in P10
and Actuals in Period
in S10
, as it throws off the ACTUAL
calculation in E12
, and possibly elsewhere.
I also noticed a polarity issue for Net Budgets
in K13
for all periods. The formula is set to Budget, Expense - Budget, Income
whereas the current period calculates it in K21
as Budget, Income - Budget, Expense
. I made a simple correction of swapping the terms.
Net Budgets, K13
=K12-K11