Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Changing a PivotChart chart type

From: Excel 2010: Pivot Tables in Depth

Video: Changing a PivotChart chart type

Excel lets you create PivotCharts that summarize your PivotTable data visually. You can often use more than one type of chart to summarize a dataset so you might want to change your PivotChart's type. I'll show you the procedure to change a PivotChart's chart type and in doing so, I'll give you an overview of the different chart types that are available within Excel 2010. First, I should point out that you can't create an XY scatter chart, a stock chart or a bubble chart using PivotTable data. This first chart type, which is the column chart, displays data as vertical columns organized by category and these charts are useful for showing data changes over a period of time or for illustrating comparisons among items.

Changing a PivotChart chart type

Excel lets you create PivotCharts that summarize your PivotTable data visually. You can often use more than one type of chart to summarize a dataset so you might want to change your PivotChart's type. I'll show you the procedure to change a PivotChart's chart type and in doing so, I'll give you an overview of the different chart types that are available within Excel 2010. First, I should point out that you can't create an XY scatter chart, a stock chart or a bubble chart using PivotTable data. This first chart type, which is the column chart, displays data as vertical columns organized by category and these charts are useful for showing data changes over a period of time or for illustrating comparisons among items.

Now let's say that I want to change this chart to a line chart. To do that I'll click the PivotChart and then on the Design contextual tab click the Change Chart Type button, and then I can click the type of chart I want to create and I'll click the first line subtype, and with that selection in place I'll click OK, and Excel creates a new graph based on my choice. Line charts display continuous data over time which is perfect for showing trends in data as long as the data was captured at equal intervals.

Comparing a month sales to a year sales doesn't make sense within the context of a line chart. Pie charts show the share of a total contributed by individual data values in a single data series. So let's change this chart to a pie chart. So on the Design contextual tab Change Chart Type, click Pie, and I'll use the first pie subtype, and click OK. Pie charts show the share of a total contributed to by the individual data elements in the series. If you have more than one data series in your PivotTable, Excel displays just the first one in your PivotChart.

So let's say for example that I have two companies, FirmA and FirmB, and I will add those companies to the Legend Fields area. In this case, Excel only shows FirmA. If I were to add the Company field to the Axis Fields area though by dragging from the Legend Fields to the Axis Fields area, then Excel would create four different divisions: 2009 FirmA, 2009 FirmB, and the same for 2010. Now I'll remove company from the PivotChart to go back to our simple data type and I'll create a bar chart.

So click the PivotChart and the then on Design tab, Change Chart Type and then click Bar. I'll use the first type and click OK. Bar charts which display values as horizontal bars are perfect for summarizing data when the axis labels are long and the values that are shown are durations. So even though I have sales data here, most of the time you'll use bar charts for times, so for example in project management. The next type of chart I'd like to show you is what's called an area chart, so I will change the PivotChart to that type, click OK, and what you see is an area chart that instead of a line chart, the entire body of the graph is filled in.

So in this case we have the total from 2009 to 2011. Now let me show you what it looks like when I add company back to the Legend Fields area. So I'll drag the Company field there. What this area chart does is emphasize the magnitude of change over time, and also how much each data element contributes to the total for a given measurement. Now the final two chart types that I'd like to cover don't work extremely well with the data that I have in this PivotChart, so bear with me and I'll just explain the concepts. The next type of chart is what's called a surface chart.

So I'll change the data type to Surface and I'll just select the first one. Surface charts are used mostly for scientific data. You can use surface charts to find the optimum combination of two datasets such as comparing rainfall and the crop production. Now finally, radar charts enable you to compare the aggregate values of several data series. So I will change the type to a radar chart and click OK and then I will add Company to the Axis Fields area, so you can see the relative contribution for 2009 from these revenue, 2010 FirmA, FirmB in 2010, and FirmA in 2009.

Selecting the best PivotChart type to summarize your data will add clarity to your presentations. You should take the time to study the type of data you're analyzing and use that information to select the most appropriate PivotChart.

Show transcript

This video is part of

Image for Excel 2010: Pivot Tables in Depth
Excel 2010: Pivot Tables in Depth

66 video lessons · 39265 viewers

Curt Frye
Author

 
Expand all | Collapse all
  1. 1m 38s
    1. Welcome
      55s
    2. Using the exercise files
      43s
  2. 38m 8s
    1. Introducing PivotTables
      4m 2s
    2. Formatting data for use in a PivotTable
      4m 31s
    3. Creating a PivotTable
      4m 20s
    4. Pivoting a PivotTable
      3m 47s
    5. Configuring a PivotTable
      3m 23s
    6. Connecting to an external data source
      3m 30s
    7. Connecting to an Access database
      2m 11s
    8. Consolidating data from multiple sources
      4m 37s
    9. Updating and refreshing PivotTable data sources
      4m 21s
    10. Managing PivotTables
      3m 26s
  3. 23m 33s
    1. Adding, removing, and positioning subtotals and grand totals
      3m 27s
    2. Changing the PivotTable data field summary operation
      4m 35s
    3. Summarizing more than one data field
      3m 16s
    4. Creating a calculated field
      2m 27s
    5. Grouping PivotTable fields
      3m 17s
    6. Using PivotTable data in a formula
      4m 47s
    7. Drilling down to the underlying data
      1m 44s
  4. 28m 9s
    1. Sorting PivotTable data
      2m 0s
    2. Creating a custom sort order
      2m 48s
    3. Filtering a PivotTable field by selection
      2m 59s
    4. Filtering a PivotTable by rule
      2m 56s
    5. Filtering a PivotTable using a search filter
      3m 10s
    6. Filtering a PivotTable using slicers
      4m 2s
    7. Formatting slicers
      3m 43s
    8. Filtering a PivotTable with report filter fields
      5m 2s
    9. Clearing and reapplying PivotTable filters
      1m 29s
  5. 15m 2s
    1. Applying a PivotTable style
      5m 5s
    2. Creating a PivotTable style
      4m 37s
    3. Changing the PivotTable layout
      3m 20s
    4. Changing the data field number format
      2m 0s
  6. 24m 33s
    1. Highlighting cells by applying a rule
      2m 54s
    2. Highlighting the top or bottom values in a PivotTable
      3m 30s
    3. Formatting PivotTable cells using data bars
      3m 50s
    4. Formatting PivotTable cells using color scales
      3m 40s
    5. Formatting PivotTable cells using icon sets
      2m 45s
    6. Editing conditional formatting rules
      2m 15s
    7. Controlling how multiple rules are applied
      3m 28s
    8. Deleting a conditional formatting rule
      2m 11s
  7. 24m 0s
    1. Creating a PivotChart
      3m 29s
    2. Pivoting a PivotChart
      3m 5s
    3. Filtering a PivotChart
      3m 45s
    4. Formatting a PivotChart
      3m 35s
    5. Changing a PivotChart layout
      3m 14s
    6. Changing a PivotChart chart type
      4m 30s
    7. Adding a trendline to a PivotChart
      2m 22s
  8. 9m 27s
    1. Printing a PivotTable
      4m 2s
    2. Printing each item on its own page
      3m 30s
    3. Printing a PivotChart
      1m 55s
  9. 13m 30s
    1. Recording and reviewing a macro
      4m 10s
    2. Running a macro
      5m 57s
    3. Creating a simple PivotTable presentation kit
      3m 23s
  10. 19m 17s
    1. Introducing PowerPivot
      2m 9s
    2. Downloading and installing PowerPivot
      2m 36s
    3. Importing PowerPivot data
      3m 14s
    4. Managing table columns
      4m 1s
    5. Adding tables to a PowerPivot model
      2m 27s
    6. Creating relationships between tables
      4m 50s
  11. 24m 30s
    1. Introducing the DAX language
      2m 58s
    2. Using DAX operators
      4m 44s
    3. Surveying DAX functions
      2m 40s
    4. Adding calculated columns and measures
      4m 22s
    5. Using aggregate functions
      4m 24s
    6. Using filters in aggregate functions
      5m 22s
  12. 59s
    1. Additional resources
      59s

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Join now "Already a member? Log in

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Excel 2010: Pivot Tables in Depth.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Your file was successfully uploaded.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.