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Excel Charts

Pivot charts allow users to graphically analyze and explore complex data sets. They display the same data series, categories, and axes as standard charts, but also include interactive filters that allow users to quickly analyze subsets of data. Pivot charts are useful for visualizing large pivot tables or complex data that includes both text and numbers. This document provides step-by-step instructions for creating pivot charts from pivot tables or standalone data tables in Excel, including recommending appropriate chart types and customizing the pivot chart layout and style.

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Rajesh Kumar
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59 views

Excel Charts

Pivot charts allow users to graphically analyze and explore complex data sets. They display the same data series, categories, and axes as standard charts, but also include interactive filters that allow users to quickly analyze subsets of data. Pivot charts are useful for visualizing large pivot tables or complex data that includes both text and numbers. This document provides step-by-step instructions for creating pivot charts from pivot tables or standalone data tables in Excel, including recommending appropriate chart types and customizing the pivot chart layout and style.

Uploaded by

Rajesh Kumar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Excel Charts - PivotCharts

Pivot charts are used to graphically summarize the data and


explore complicated data.

A Pivot chart shows the data series, categories, and chart axes
the same way a standard chart does.

Additionally, it also gives you interactive filtering controls right on


the chart so that you can quickly analyze a subset of your data.

Pivot charts are useful when you have the data in a huge Pivot
table or a lot of complex worksheet data that includes text and
numbers. A Pivot chart can help you make sense of this data.

We can create a Pivot chart in the


following ways −
 From a Pivot table
 From a data table as a standalone without Pivot table
 From a data table as a standalone without Pivot table with
recommended charts

Creating a PivotChart from a PivotTable


To create a Pivot chart from a Pivot table −

Step 1 − Click the Pivot table. The Ribbon shows the Pivot table
tools – ANALYZE and DESIGN on the Ribbon.
Step 2 − Click the ANALYZE tab. The Ribbon converts to the
options available in ANALYZE tab.

Step 3 − Click PivotChart. An Insert Chart window appears.

Step 4 − Click Column and then Clustered Column. Click OK. You
can see the Pivot chart.
To summarize the data as you want, you can click any interactive
control and then pick the sort or filtering options you want.

Step 5 − Click Region Filter Control. A search box appears with the
list of all the regions.

Step 6 − Click Select Multiple Items. Check Boxes appear for the
list of all the regions.

Step 7 − Select the East and South check boxes. Click OK.
Step 8 − Click the Chart Elements icon.

Step 9 − Click Bottom from the options under the Legend option.

Step 10 − Now click the Month Filter control and select January.
Click OK.

The Pivot chart is displayed with the filtered data.


As in the case of normal charts, you can use the chart elements
and the chart filters that appear at the right-top corner of the
pivot chart to format the pivot chart to make it more presentable.

You have already seen how we changed the position of legend in


the above given steps. Now, we will use chart styles to make the
Pivot chart much more presentable.

Step 1 − Click the Chart Styles icon.

Step 2 − Under the STYLE option, choose Style 2.

Style 2 has data labels above the columns that makes the Pivot
chart more readable.
Creating a PivotChart from the Data Table as a Standalone
PivotChart

You can create a Pivot chart without creating a Pivot table first.

Step 1 − Select the data table.

Step 2 − On the Insert tab, in the Charts group, click PivotChart on


the Ribbon.

A Create PivotChart window appears.

Step 3 − Select the Table/Range

Step 4 − Select the location where you want the Pivot chart to be
placed. You can choose a cell on the existing worksheet itself or
on a new worksheet. Click OK.
An empty Pivot chart and an empty Pivot table appear along with
the Pivot chart field list to build the Pivot chart.

Step 5 − Choose the fields to be added to the Pivot chart.

Step 6 − Arrange the fields by dragging them into FILTERS,


LEGEND (SERIES), AXIS (CATEGORIES) and VALUES.

Step 7 − Use the Filter Controls on the Pivot chart to select the
data to be placed on the Pivot chart. Excel will automatically
create a coupled Pivot table.
Recommended Pivot Charts
You can create a Pivot chart that is recommended for your data
without first creating a Pivot table. Just as in the case of normal
charts, Excel provides Recommended Pivot charts so that to
quickly decide on the type of PivotChart that suits your data.

Step 1 − Select the data table.

Step 2 − On the Insert tab, in the Charts group, click


Recommended Charts.
An Insert Chart window appears with two tabs Recommended
charts and All charts.

Step 3 − Click the Recommended Charts tab.

Charts with the PivotChart icon in the top right corner are Pivot
charts.

Step 4 − Click a Pivot chart. The preview appears on the right side.

Step 5 − Click OK once you find the Pivot chart you want.

Your standalone Pivot chart for your data is displayed. Excel will
automatically create a coupled Pivot table.
Pivot Tables
https://www.excel-easy.com/data-analysis/pivot-tables.html#two-dimensional-pivot-table

Insert a Pivot Table | Drag fields | Sort | Filter | Change Summary Calculation | Two-
dimensional Pivot Table

Pivot tables are one of Excel's most powerful features. A pivot table allows you to extract the
significance from a large, detailed data set.
Our data set consists of 213 records and 6 fields. Order ID, Product, Category, Amount, Date and
Country.

Insert a Pivot Table


To insert a pivot table, execute the following steps.
1. Click any single cell inside the data set.

2. On the Insert tab, in the Tables group, click PivotTable.

The following dialog box appears. Excel automatically selects the data for you. The default location
for a new pivot table is New Worksheet.

3. Click OK.
Drag fields
The PivotTable Fields pane appears. To get the total amount exported of each product, drag the
following fields to the different areas.
1. Product field to the Rows area.

2. Amount field to the Values area.

3. Country field to the Filters area.


Below you can find the pivot table. Bananas are our main export product. That's how easy pivot
tables can be!

Sort
To get Banana at the top of the list, sort the pivot table.

1. Click any cell inside the Sum of Amount column.


2. Right click and click on Sort, Sort Largest to Smallest.

Result.

Filter
Because we added the Country field to the Filters area, we can filter this pivot table by Country.
For example, which products do we export the most to France?

1. Click the filter drop-down and select France.

Result. Apples are our main export product to France.


Note: you can use the standard filter (triangle next to Row Labels) to only show the amounts of
specific products.

Change Summary Calculation


By default, Excel summarizes your data by either summing or counting the items. To change the
type of calculation that you want to use, execute the following steps.

1. Click any cell inside the Sum of Amount column.

2. Right click and click on Value Field Settings.

3. Choose the type of calculation you want to use. For example, click Count.
4. Click OK.

Result. 16 out of the 28 orders to France were 'Apple' orders.

Two-dimensional Pivot Table


If you drag a field to the Rows area and Columns area, you can create a two-dimensional pivot
table. First, insert a pivot table. Next, to get the total amount exported to each country, of each
product, drag the following fields to the different areas.
1. Country field to the Rows area.

2. Product field to the Columns area.

3. Amount field to the Values area.

4. Category field to the Filters area.


Below you can find the two-dimensional pivot table.

To easily compare these numbers, create a pivot chart and apply a filter. Maybe this is one step too
far for you at this stage, but it shows you one of the many other powerful pivot table features Excel
has to offer.

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