I know that this is not the google sheets support forum, but hopefully someone here can help me with a rather specific request, and if not I will go back to the google sheets support forum.
I use to use personal capital but since I moved to Tiller haven’t looked back at PC. However, I really like this graph they give me (if it were accurate).
This graph shows the x axis that is the day of the month and is a cumulative cash flow as of today vs last month on the same day. I like this and I can come up with the data really simple using the query formula to create a summary of each day both for the current month and for the last month then use an arrayformula + vlookup to map this into each day since there will be days where perhaps I didn’t spend anything yet you still want to count those days since then you will be creating a running total.
However, what i need help with is how to create the dynamic x axis for the day of the current month. I thought of a brute force way of doing this by having a seaprate sheet with a column for each month showing the number of days and then i can use a formula to pick the right column to use but wondering if there is a simpler way?
I want to have this graph bc to me i use it as a quick glance into how am I doing vs last month on the same time also there is some seasonality that happens with regards to spending where in the beginning you have more spending due to bills then it tapers off.
How did you come up with the number of days dynamically or you just feed them manually? I wanted to make that column be dynamic to the current month.
Also never used sumproduct(). May need to research how to use this formula and how it fits in my other ways of doing this to see if it is more efficient. Could you also use this formula with an array formula statement enclosing it all this way it can dynamically go down? Not sure you can since it is already taking a matrix already.
Intuit’s online Mint program, which is free, has exactly the chart you are looking for on their Overview page. They also have lots of great budgeting stuff. Check it out.
Thanks! I’m very familiar with Mint but I prefer Tiller and have tried various budgeting tools but I prefer classic spreadsheets and look to create a single pane of glass dashboard that incorporates like features from these other budgeting platforms.
Here’s the chart I have on my dashboard which does what you want. Obviously, the data is on a separate sheet. It can be adapted to any interval…days, weeks, months, etc.
Hey @basprint! I actually just did this graft in google data studio as it was a faster way for me to have a dashboard. Thank you for your contribution here! I did want to do this in sheets, but since I have gone down this path with data studio so far going to see how this works.
You would have to use Google’s separate service, Google Data Studio. I’m not certain you can add it to your Tiller sheet outside of Google Data Studio. I just re-read this post last week and went to try out Google Data Studio. Its cool for pulling in data and creating reports, but it also has its own learning curve.
If you are comfortable, you can try using the built-in Pivot Table options to add charts. This is what I’m going to try to see if I can recreate it inside the Tiller sheet. No promises on WHEN I would figure this out, however, once I do I will be happy to post an update here.
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