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In Excel 2010 Essential Training, Bob Flisser demonstrates the core features and tools in Excel 2010. The course introduces key Excel skills, shows how to utilize these skills with in-depth tutorials on Excel functions and spreadsheet formatting. It also covers prepping documents for printing, working with large worksheets and workbooks, collaborating with others, using Excel as a database, analyzing data, charting, and automating and customizing Excel. Exercise files are included with the course.
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.
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