How to Create a Savings Progress Line Chart by Date in WPS Office Spreadsheets
Question details
The user needs to build a line chart in WPS Office Spreadsheets that tracks savings progress toward a target when savings amounts change as products are sold, using dated savings records or snapshots.
- Product
- WPS Office Spreadsheets
- Device & OS
- not provided
- Scenario
- The user has savings figures that change as products are sold and wants to visualize progress toward a savings target over time.
- Observed behavior
- A changing savings total alone cannot reveal how much was added on each individual day; dated historical savings records are required for a meaningful date-based line chart.
Before you begin, organize your savings source data in WPS Spreadsheets with separate Date and Savings columns, and ensure every savings change or dated snapshot is recorded as its own row.
Create a Date-Based Savings Progress Line Chart with a PivotTable
Use this method when you have dated savings records or snapshots and want WPS Spreadsheets to automatically summarize savings by date for the line chart.
A PivotTable groups the Date column and sums the Savings column, so the chart updates when new dated rows are added.
A changing total without dated historical records cannot show how much was added on each individual day.
Open WPS Spreadsheets, select the Date and Savings data, click the Insert tab, and choose Table. Confirm the range and enable My table has headers if headers are present.
With the table selected, go to the Insert tab, click PivotTable, choose New Worksheet, and select the table as the data source.
Drag the Date field into the Rows area and the Savings field into the Values area. Click the Savings field in Values, choose Value Field Settings, and set Summarize Values By to Sum.
Select any cell inside the PivotTable, go to the Insert tab, click Line Chart, and choose a line chart style such as Line with Markers.
Click the chart, use the Chart Tools Layout or Format tab to add a chart title, and format the vertical axis as currency if needed.
Build a Manual Dated Savings Ledger and Line Chart
Use this method when you prefer a simple dated savings log and do not need a PivotTable summary.
Track Savings Progress by Date with WPS Office Spreadsheets
Create a dated savings table and PivotTable in WPS Office Spreadsheets, then insert a line chart that summarizes savings by date so you can track progress toward your savings goal as products are sold.
- 1. Open your savings workbook in WPS Spreadsheets: Download and open WPS Office, click Spreadsheets, and open the workbook that contains your dated savings records.
- 2. Format records as a table: Select the Date and Savings columns, click the Insert tab, and choose Table to turn the data into an Excel-style table.
- 3. Insert and configure a PivotTable: Click Insert > PivotTable, choose a new worksheet, place Date in Rows and Savings in Values, and set Savings to Sum.
- 4. Create the line chart: Select the PivotTable, click Insert > Line Chart, and choose Line with Markers to plot savings progress by date.
- 5. Refresh after new entries: After adding new dated savings rows, right-click the PivotTable and click Refresh to update the line chart.
Frequently Asked Questions
Why can’t I create a savings progress line chart from a changing total alone?
A changing total lacks the dated historical records needed to show how much was added on each day. Store each savings change or snapshot in a Date and Savings table, then summarize by date with a PivotTable.
How do I make the line chart update when I add new savings records?
Add the new dated row to the Excel Table or PivotTable source range, then right-click the PivotTable and select Refresh. The chart created from the PivotTable updates accordingly.
Can I use a WPS Spreadsheets PivotTable to summarize savings by date?
Yes. Insert a PivotTable from the Insert tab, drag Date to Rows and Savings to Values, and set the Savings summary to Sum.
What chart type should I use for savings progress by date?
Use a Line chart, such as Line with Markers, so the horizontal axis shows dates and the vertical axis shows accumulated savings.
Do I need formulas to calculate daily savings changes?
Not necessarily. If you record a dated savings balance after each sale or snapshot, a PivotTable can Sum the values by date. For daily deltas, add a helper column that subtracts the previous balance.
