In this video, Chris introduces PivotCharts, and reviews some of the common pros and cons of using them along with your PivotTables for analyzing and exploring your source data.
- [Instructor] Alright, welcome to section six, PivotCharts. Now I want to give you a quick intro and set some expectations before we dive in. Basically, PivotCharts operate exactly like normal charts in Excel. You've got your same chart types, same formatting options, same tools. The only difference is that PivotCharts are dynamically tied, are linked to a specific PivotTable. And what that means is that you can't edit either the table or the chart independently, since the two are essentially joined at the hip. Any adjustments that you make to filters or fields in your Pivot, will also be reflected in your chart, and vice versa.
Now one important caveat is that this section will be pretty brief, and we won't dive very deep into all of the chart's specific functionality. To be honest, we could spend hours diving into Data Viz specifically, and I want to make sure that this course stays focused on PivotTables first and foremost. That said, if you are interested in diving deeper into advanced charts and graphs, you can check out my Excel Data Viz course, which covers every single chart type in Excel 2016, along with some pretty cool advanced demos.
So, quick intro to PivotChart options. Once you insert a chart, you'll see three custom tabs nested under the PivotChart tools category, the analyze tab, the design tab, and the format tab. Now the analyze tab has a lot of options that should look familiar, much of the same options that applied to your PivotTable. You can insert slicers and timelines from this menu, you can refresh or update your data source, you can clear or move your chart, add calculations, and show or hide the field list or any field buttons.
The design and format tabs are all about the look and feel of your PivotChart. So the design tab allows you to customize specific chart elements, like axis titles, labels, trend lines, et cetera. It includes quick layout templates, color palettes, chart styles, which we'll dive into, and then options for transposing your data, changing your chart type, or moving your chart. And then finally, the format tab really just offers some additional formatting options that in my opinion are lesser used.
This allows you to change this like the font style, or the shape outline of your chart as a whole, text fill, text effects, things like that. You can also align the chart with other objects in the worksheet, or customize the size properties as well. So with that, let's go ahead and dive in.
- Establishing a layer convention and property filters
- Structuring your source data
- How PivotTables actually work
- Number formatting and conditional formatting
- Sorting and grouping options
- Troubleshooting incorrect sorting
- Value summarization and value calculation modes
- Inserting calculated items
- Visualizing data with PivotCharts
- Designing interactive dashboards
Skill Level Intermediate
Learning Excel Data-Analysis (2015)with Curt Frye2h 24m Beginner
Part 1: Introduction1m 8s
1. Getting Started
Getting to know IMDb2m 21s
2. PivotTable 101
3. PivotTable Formatting
4. Sorting, Filtering, and Grouping
5. Calculated Values, Fields, and Items
6. Visualizing Data with PivotCharts
7. Wrapping Up
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