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Creating and modifying a PivotChart

From: Excel 2010 Essential Training

Video: Creating and modifying a PivotChart

Even though PivotTables do a great job of slicing, dicing, and baking your data so many different ways, sometimes you will get the clarity you need only by looking at a PivotChart. Now, there are two ways that you can create a PivotChart and I will show you both ways. One is you can take an existing PivotTable and make a chart out of it. The other way is to skip the middleman. Create a PivotChart directly from your underlying data without having to create a PivotTable first. Well, let's do the first method first. We already have a PivotTable here. And if you want, you could go down and click the Data tab just to see the underlying data.

Creating and modifying a PivotChart

Even though PivotTables do a great job of slicing, dicing, and baking your data so many different ways, sometimes you will get the clarity you need only by looking at a PivotChart. Now, there are two ways that you can create a PivotChart and I will show you both ways. One is you can take an existing PivotTable and make a chart out of it. The other way is to skip the middleman. Create a PivotChart directly from your underlying data without having to create a PivotTable first. Well, let's do the first method first. We already have a PivotTable here. And if you want, you could go down and click the Data tab just to see the underlying data.

I will click back on the PivotTable tab. And make sure you click somewhere in the PivotTable. It doesn't really matter where. Now, up here on the Ribbon bar, you have the PivotTable Tools section. And select the Options tab, and over here click PivotChart. And this will let us insert a chart. And you have so many different types of charts you can use. Let's select Column. And I am just going to choose the fourth one here, so that's a nice basic 3-D Column Chart. And then click OK. And boom, it just pops the chart onto the screen.

Now, just like a PivotTable, we can filter this. Go down here in the lower left corner and click Region. And I will click that Select All. So we deselect all. Maybe we just want to see Central and Southeast, so select those two and click OK. And now we see just those. Maybe we want to filter the months. So click the Month drop-down. And let's say we only care about February, March, and not January. So deselect January. And click OK. We could also filter by size. Click on Size and maybe we only want to see the 1 liter and 2 liter and not the 750s.

So click over here to select multiple items and just deselect the 750s, and click OK. And there you are. So now we have this filtered by three different categories. Now, we can also add slicers to the PivotChart. So up here again in the PivotChart Tools tab, click the Analyze tab and Insert Slicer, and from the pop- up choose Insert Slicer. And let's insert slicers for Region and Month. And click OK. And you can drag these out of the way.

Maybe drag the chart out of the way here. And before we go and use them, let's go and format them. Select the Slicer and maybe select the other Slicer. And let's give these kinds of olive-y looks. Maybe we want Southeast through Northeast. So select Southeast and then Shift+Click Northeast. And maybe we want to see January, March, and not February. So click January and then Ctrl+Click March. So we have those.

And of course we could unfilter these whichever way we like. Okay. Let's take a look at the other method of creating a PivotChart and that is directly from the source data. So down here, click the Data tab and just make sure you are clicked anywhere inside the Data area. It doesn't really matter where. And just like PivotTables, PivotCharts are things that we insert. So we go to the Insert tab. Now, over here on the left, click PivotTable and then choose PivotChart. Let's move this out of the way.

And Excel correctly guesses our data area, including the column headers. And we will put this on a new worksheet. So I am just going to accept the defaults and click OK. Now, in a PivotTable, we would define columns and rows, but in a PivotChart, we define Axis and Legend fields. So let's go and do that. Let's take the Region and let's drag the Region into the Axis fields. And let's take Size and drag Size into the Legend fields.

So now we have the basic structure of our chart. And the data that we want to summarize is the Quantity. So take Quantity and drag Quantity into the sub-values and now we can filter it by month. So take Month and drag into the Report filter. Now before we go and format it, let's go and use it. If you take a look at the chart here, we have it grouped by Region and in the Legend we have by Size. Now, in Excel's terminology, the Size is the series. So we have this 1 liter in blue and you see we have these blue bars.

So what that means is we have a 1-liter series. We have a 2-liter series. Now, if we decide we want the opposite, maybe we want the series to be the Regions and the groups to be the Size, it takes one click. In the PivotChart Tools section, make sure the Design tab is selected. And over here click Switch Row / Column, and boom, it's done. So now we are grouped by Size. And the Legend is done by Region. So we have a Southeast region and a Central region. We have a 1 liter group, 2 liter group, and so on.

Now let's format it. Make sure your chart is selected, and up here under Chart Styles, click that down arrow and you can choose a style. Notice that when you roll your mouse over it, it does not change dynamically. You actually have to click one to take effect. And I will choose this kind of 3-D olive-y color. Now, we can insert Slicers here also. So up here in the Ribbon bar, click the Analyze tab, and click Insert Slicer. And then choose Insert Slicer from the fly-out. And let's do a Slicer for the Region.

So just click Region and click OK. And move this out of the way. And again, we can format this. Maybe click this arrow here. And I will choose, again, a green sort of olivey color. And maybe we just want to see the Central and Northeast regions instead and not the Southeast and West. So click Central and then Ctrl+ Click Northeast, and we see that. Or maybe we want to add Southeast but not the West. You can Ctrl+Click that and so forth. So just like with PivotTables, there are just way too many features of PivotCharts to go through all of them in a single movie.

So if it's something you need, I would suggest playing around with them on your own and also check out the PivotTable courses here on lynda.com.

Show transcript

This video is part of

Image for Excel 2010 Essential Training
Excel 2010 Essential Training

80 video lessons · 126495 viewers

Bob Flisser
Author

 
Expand all | Collapse all
  1. 1m 35s
    1. Welcome
      57s
    2. Using the exercise files
      38s
  2. 19m 31s
    1. Exploring three common uses for Excel
      3m 17s
    2. Touring the interface
      3m 38s
    3. Finding the commands you need
      3m 51s
    4. Using Backstage view or the File tab
      3m 25s
    5. Maintaining file compatibility
      5m 20s
  3. 21m 23s
    1. Creating a worksheet
      5m 23s
    2. Techniques for copying and pasting
      3m 57s
    3. Entering data automatically with Auto Fill
      4m 37s
    4. Targeting large data groups
      4m 26s
    5. Changing a worksheet's structure
      3m 0s
  4. 47m 50s
    1. Understanding formulas and functions
      4m 41s
    2. Entering data in a worksheet
      3m 22s
    3. Adding numbers manually
      5m 1s
    4. Adding numbers using Sum and AutoSum
      6m 11s
    5. Adding a whole worksheet
      1m 48s
    6. Working with numbers in columns
      4m 53s
    7. Preventing errors using absolute references
      5m 57s
    8. Working with times and dates
      3m 8s
    9. Using IF
      4m 49s
    10. Using SUMIF and AVERAGEIF
      4m 15s
    11. Naming and using cell ranges
      3m 45s
  5. 33m 57s
    1. Formatting numbers and dates
      7m 6s
    2. Applying fonts, background colors, and borders
      4m 35s
    3. Adjusting columns, rows, and text
      5m 2s
    4. Using conditional formatting
      4m 6s
    5. Using custom conditional formatting
      5m 49s
    6. Adding pictures and shapes
      7m 19s
  6. 25m 27s
    1. Inserting SmartArt
      6m 54s
    2. Coordinating a look using themes
      3m 22s
    3. Applying built-in styles
      3m 16s
    4. Creating and sharing styles
      5m 33s
    5. Using templates
      4m 9s
    6. Creating and using original templates
      2m 13s
  7. 13m 23s
    1. Making the pieces fit
      4m 57s
    2. Inserting headers and footers
      3m 51s
    3. Printing and PDFs
      4m 35s
  8. 34m 3s
    1. Finding and replacing data
      3m 12s
    2. Freezing panes
      3m 0s
    3. Repeating row and column titles
      3m 34s
    4. Creating multiple custom worksheet views
      5m 18s
    5. Hiding or grouping rows and columns
      5m 31s
    6. Managing worksheets
      7m 23s
    7. Calculating formulas across worksheets
      6m 5s
  9. 36m 34s
    1. Importing and exporting data in Excel
      8m 2s
    2. Setting workbook permissions
      6m 44s
    3. Inserting and editing comments
      6m 49s
    4. Sharing a workbook
      1m 25s
    5. Tracking changes
      3m 5s
    6. Saving files in shared locations
      10m 29s
  10. 27m 30s
    1. Splitting cell data into multiple cells
      2m 22s
    2. Joining data from multiple cells
      4m 18s
    3. Basic and multi-field sorting
      6m 30s
    4. Using tables to sort and filter data
      4m 31s
    5. Inserting automatic subtotals
      3m 46s
    6. Creating lookup tables
      6m 3s
  11. 32m 56s
    1. Using auditing to diagram
      6m 3s
    2. Using evaluation in Excel
      2m 2s
    3. Working with Goal Seek
      5m 29s
    4. Using data tables in formulas
      6m 2s
    5. Using scenarios in formulas
      5m 28s
    6. Exploring the Analysis Toolpak
      7m 52s
  12. 18m 1s
    1. Discovering PivotTables
      2m 22s
    2. Creating a basic PivotTable
      2m 46s
    3. Modifying a PivotTable
      6m 57s
    4. Creating and modifying a PivotChart
      5m 56s
  13. 26m 58s
    1. Choosing chart types
      1m 55s
    2. Inserting Sparklines
      3m 54s
    3. Creating a column chart
      3m 23s
    4. Modifying a column chart
      5m 47s
    5. Creating and modifying a pie chart
      6m 45s
    6. Placing Excel charts into other Office applications
      5m 14s
  14. 21m 53s
    1. Understanding macros
      3m 5s
    2. Recording and using a simple macro
      11m 58s
    3. Editing a macro
      6m 50s
  15. 20m 33s
    1. Customizing the Quick Access toolbar
      3m 30s
    2. Customizing the Ribbon bar
      8m 44s
    3. Setting Excel options
      8m 19s
  16. 16s
    1. Goodbye
      16s

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