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Creating a PivotChart

From: Excel 2010: Pivot Tables in Depth

Video: Creating a PivotChart

PivotTables help you summarize large datasets efficiently. But it can be difficult to interpret data when all you have to go on are the raw numbers. Charts summarize data visually, making it easier to distinguish groupings and trends in your data. Just as you can create charts based on regular worksheet datasets, you can create dynamic charts called PivotCharts from the data contained in PivotTables. There are two ways to create a PivotChart. You can either create a PivotTable and a PivotChart at the same time or you can create a PivotChart from an existing PivotTable.

Creating a PivotChart

PivotTables help you summarize large datasets efficiently. But it can be difficult to interpret data when all you have to go on are the raw numbers. Charts summarize data visually, making it easier to distinguish groupings and trends in your data. Just as you can create charts based on regular worksheet datasets, you can create dynamic charts called PivotCharts from the data contained in PivotTables. There are two ways to create a PivotChart. You can either create a PivotTable and a PivotChart at the same time or you can create a PivotChart from an existing PivotTable.

To create a PivotTable and a PivotChart at the same time you need to make sure that your source data such as what I have here is laid out as a data list or preferably an Excel table. Then on the Insert tab, click the PivotTable button's down arrow and click PivotChart. When you do, the Create PivotTable with PivotChart dialog box opens. You can then verify that Excel has identified the range properly and in this case it is a table named Table 1 and you can choose where to create the PivotTable and PivotChart and I will create it on a new worksheet.

With those selections in place, click OK. After you create your PivotChart, you can arrange the fields using the controls in the PivotTable Field List task pane just like you would for a PivotTable. So for example if I want to display yearly revenues, I can create a column chart doing exactly that. Now I'll show you how to create a PivotChart based on an existing PivotTable. To do that, you display a sheet that contains a PivotTable. So I go to Sheet3, click any cell in the PivotTable, and then you simply create a chart as you would normally in Excel.

You click the Insert tab and then select the type of chart you want to create. In this case I will create a column chart, so I'll click the Column button and then just create a simple clustered column, and when I do Excel creates a chart that reflects the organization of the PivotTable. And again you can pivot the PivotTable to change the PivotChart. So for example, if I pulled the Month field out of the Axis category's area then I would have a column chart with data for FirmA and FirmB in 2009 and 2010.

Now there are some differences between regular Excel charts and PivotCharts. The most important ones are that you can't switch the row and column orientation of a PivotChart by using the Select Data Source dialog box. That so much of a problem though because you can always rearrange your data by pivoting the PivotChart. Second, you can't create xy scatter charts, stock charts or bubble charts, and finally refreshing a PivotChart removes trend lines, data labels, error bars, and a few other less common settings.

If you'd rather have your PivotChart reside on a separate worksheet from the PivotTable, you can click the PivotChart and then on the Design contextual tab click the Move Chart button and then select where you want the chart to go. In this case we'll put it on a new chart sheet and we'll just leave the names Chart1 and click OK. I personally prefer a charge sheet because the PivotChart takes up an entire sheet and the larger area makes the chart easier to understand. Pivot charts enable you to summarize your data visually providing an overview of your data and opening the door to insights you might not discover from looking at the raw numbers.

You'll find that Pivot charts are powerful tools that help you analyze your enterprise's data effectively.

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This video is part of

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

66 video lessons · 40219 viewers

Curt Frye
Author

 
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  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

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