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Excel 2013 Essential Training
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Using PivotCharts


From:

Excel 2013 Essential Training

with Dennis Taylor

Video: Using PivotCharts

When you're working with Pivot Table data, invariably it's about the numbers. And as we work with numbers in Excel sometimes it makes sense to have a chart as well. You can create a Pivot Chart along with a Pivot Table. Also at any time when working with an existing Pivot Table, you can instantly create a chart. For example, if we go to the Slicers sheet in this workbook, Pivot Tables. If we want a Pivot Chart based on the Pivot Tables that's visible simply click within the Pivot Table and press Alt+F1 and there's a chart.
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  1. 1m 6s
    1. Welcome
      43s
    2. Using the exercise files
      23s
  2. 29m 37s
    1. What is Excel used for?
      1m 49s
    2. Using the menu system
      4m 30s
    3. The Quick Access Toolbar
      4m 41s
    4. The structure of a worksheet or workbook
      3m 41s
    5. Using the Formula bar
      1m 43s
    6. Using the Status bar
      2m 24s
    7. Navigation and mouse pointers
      2m 20s
    8. Shortcut menus and the Mini toolbar
      3m 24s
    9. Using the built-in help
      2m 54s
    10. Creating new files
      2m 11s
  3. 24m 1s
    1. Exploring data entry and editing techniques
      4m 41s
    2. Entering data with AutoFill
      4m 6s
    3. Working with dates and times
      3m 32s
    4. Using Undo and Redo
      4m 50s
    5. Adding comments
      2m 55s
    6. Using Save or Save As
      3m 57s
  4. 30m 7s
    1. Creating simple formulas: Totals and averages
      5m 25s
    2. Copying a formula for adjacent cells
      2m 54s
    3. Calculating year-to-date profits
      3m 9s
    4. Creating a percentage-increase formula
      4m 7s
    5. Working with relative, absolute, and mixed references
      4m 7s
    6. Using SUM and AVERAGE
      3m 25s
    7. Using other common functions
      7m 0s
  5. 46m 7s
    1. Exploring font styles and effects
      4m 7s
    2. Adjusting row heights and column widths
      3m 37s
    3. Working with alignment and Wrap Text
      4m 2s
    4. Designing borders
      3m 26s
    5. Exploring numeric and special formatting
      5m 36s
    6. Formatting numbers and dates
      4m 31s
    7. Conditional formatting
      4m 21s
    8. Creating and using tables
      9m 59s
    9. Inserting shapes, arrows, and other visual features
      6m 28s
  6. 20m 40s
    1. Inserting and deleting rows and columns
      4m 52s
    2. Hiding and unhiding rows and columns
      4m 2s
    3. Moving, copying, and inserting data
      5m 42s
    4. Finding and replacing data
      6m 4s
  7. 17m 51s
    1. Exploring the Page Layout tab and view
      7m 20s
    2. Previewing page breaks
      4m 56s
    3. Working with Page Setup and printing controls
      5m 35s
  8. 30m 30s
    1. Creating charts
      4m 36s
    2. Exploring chart types
      7m 47s
    3. Formatting charts
      5m 42s
    4. Working with axes, labels, gridlines, and other chart elements
      5m 35s
    5. Creating in-cell charts with sparklines
      6m 50s
  9. 12m 49s
    1. Freezing and unfreezing panes
      2m 39s
    2. Splitting screens horizontally and vertically
      4m 48s
    3. Showing necessary information with the Outlining feature
      5m 22s
  10. 23m 0s
    1. Displaying multiple worksheets and workbooks
      4m 17s
    2. Renaming, inserting, and deleting sheets
      2m 23s
    3. Moving, copying, and grouping sheets
      3m 39s
    4. Using formulas to link worksheets and workbooks
      6m 1s
    5. Locating and maintaining links
      6m 40s
  11. 20m 25s
    1. Using IF functions and relational operators
      3m 43s
    2. Getting approximate table data with the VLOOKUP function
      7m 6s
    3. Getting exact table data with the VLOOKUP function
      4m 42s
    4. Using the COUNTIF family of functions
      4m 54s
  12. 23m 50s
    1. Unlocking cells and protecting worksheets
      7m 50s
    2. Protecting workbooks
      2m 40s
    3. Assigning passwords to workbooks
      4m 41s
    4. Sharing workbooks
      4m 7s
    5. Tracking changes
      4m 32s
  13. 28m 32s
    1. Sorting data
      6m 9s
    2. Inserting subtotals in a sorted list
      8m 25s
    3. Using filters
      6m 16s
    4. Splitting data into multiple columns
      5m 4s
    5. Removing duplicate records
      2m 38s
  14. 35m 2s
    1. Creating PivotTables
      8m 36s
    2. Manipulating PivotTable data
      9m 47s
    3. Grouping by date and time
      6m 0s
    4. Grouping by other factors
      2m 33s
    5. Using slicers to clarify and manipulate fields
      4m 7s
    6. Using PivotCharts
      3m 59s
  15. 23m 29s
    1. Using Goal Seek
      6m 8s
    2. Using Solver
      6m 34s
    3. Using Scenario Manager
      6m 11s
    4. Using Data Tables
      4m 36s
  16. 24m 31s
    1. Definition and examples
      6m 48s
    2. Creating a simple macro
      7m 0s
    3. Running a macro
      10m 43s
  17. 29s
    1. Next steps
      29s

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Excel 2013 Essential Training
6h 32m Appropriate for all Jan 29, 2013

Viewers: in countries Watching now:

Whether you're a novice or an expert wanting to refresh your skillset with Microsoft Excel, this course covers all the basics you need to start entering your data and building organized workbooks. Author Dennis Taylor teaches you how to enter and organize data, perform calculations with simple functions, work with multiple worksheets, format the appearance of your data, and build charts and PivotTables. Other lessons cover the powerful IF, VLOOKUP, and COUNTIF family of functions; the Goal Seek, Solver, and other data analysis tools; and how to automate many of these tasks with macros.

Topics include:
  • What is Excel and what is it used for?
  • Using the menus
  • Working with dates and times
  • Creating simple formulas
  • Formatting fonts, row and column sizes, borders, and more
  • Inserting shapes, arrows, and other graphics
  • Adding and deleting rows and columns
  • Hiding data
  • Moving, copying, and pasting
  • Sorting and filtering data
  • Printing your worksheet
  • Securing your workbooks
  • Tracking changes
Subjects:
Business Charts + Graphs Spreadsheets Teacher Tools Education Student Tools
Software:
Excel Office Office 365
Author:
Dennis Taylor

Using PivotCharts

When you're working with Pivot Table data, invariably it's about the numbers. And as we work with numbers in Excel sometimes it makes sense to have a chart as well. You can create a Pivot Chart along with a Pivot Table. Also at any time when working with an existing Pivot Table, you can instantly create a chart. For example, if we go to the Slicers sheet in this workbook, Pivot Tables. If we want a Pivot Chart based on the Pivot Tables that's visible simply click within the Pivot Table and press Alt+F1 and there's a chart.

One suggestion with Pivot Charts, make them be stacked column. Not always the best solution, but many, many times even when a Pivot Table doesn't seem to have that much data and a Pivot Chart looks fairly crowded as this one does. Let's go to the Design tab in the ribbon when the Pivot Chart is selected and the second button from the right, Change Chart Type, Stacked Column, possibly stacked the bar, Double-Click tends to create a cleaner looking chart, not so crowded. If you have created a Pivot Chart it is in sync with the Pivot Table at all times, so if for example, if we go into the Pivot Chart fields to the right and change the location of Product and Salesperson.

I'm going to drag product down here. Notice the look of the chart right now, fairly crowded and the labels look terrible across the bottom and put Salesperson here. Also note that the wording looks different than it does typically here. Instead of seeing column here, we see the Legend (Series) and instead of row we see Axis (Category), but I think you can see here the chart will at times compliment the data to give us that quick visual read that we want. Let's go back to the worksheet called PivotChart and show how when we're creating a Pivot Table we might want to create a Pivot Chart as well.

INSERT tab, we do see the choice Pivot Table off to the left but off to the right in the Charts group we see PivotChart, click it. And we're on our way to be creating a Pivot Chart. Now, although we don't see the term Pivot Table at the top, we will be creating a Pivot Table as well. Suppose we want both of these on this worksheet. Choose where you want the Pivot Chart to be placed; Existing Worksheet, Location, how about J1? That's the upper left hand corner, click OK and we're about to see a Pivot Chart.

These screens tend to be a bit busy so let's scroll rightward, and chart fields, let's say, we want to see Salesperson, down the left hand side. Product, now I'm dragging this into and area called Legend. This is analogous to column and let's say, we're tabulating; this time maybe Total Cost, drag that to the VALUES area and we got a Pivot Table as well as a Pivot Chart. As you would expect changes to the Pivot Table immediately occur within the Pivot Chart as well.

If the Pivot Chart is selected, the terms we see here as I pointed out earlier are bit different but the concept is the same. If we click within the Pivot Table as I'm doing now, we see the term Columns and Rows. Again, we can change the order this way, Product, Salesperson, drag product into the row labels area maybe, drag Salesperson in the Columns. When we are looking at data like these two, particularly with the large, large numbers, one of their feature here that you want to have control over is when the numbers are looking like this, a bit difficult to read.

First of all do we really need the decimals here? Perhaps not, Right-Click anyone of these, chose Number Format and from there choose an option that doesn't show decimals and yet does show commas as a thousands separator. And so that cleans up the list a bit, and now we've got our Pivot Chart and Pivot Table together. Remember, they're always in sync. You can create a Pivot Chart instantly by simply clicking in a Pivot Table and pressing Alt+F1 or you can create a Pivot Chart and Pivot Table together from your source data.

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