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Do you remember when last time you used an Excel Pivot Chart?
And, do you know pivot chart is a easiest way to create dynamic charts in excel?
The bad news is, most of the Excel users avoid using pivot chart in their work.
But the good news is, creating a pivot chart is simple, just like a creating a pivot table.
In this tutorial, you will learn how to use a pivot chart and how you can make best out of it.
I will also show you some useful examples which you can learn and apply in your work with no extra efforts.
So let’s get started.
And, here are some words from Wikipedia about Excel pivot chart.
Table of Content
You can create a pivot chart by using two ways.
One is to add a pivot chart in your existing pivot table, and other is to create a pivot chart from scratch.
Creating a pivot chart from scratch is as simple as creating a pivot table. All you need, a data sheet.
Here I am using Excel 2013 to create this pivot chart. But you can use these steps in all versions from 2007 to 2016.
Please follow these simple steps to create a pivot chart in excel.
If you already have a pivot table in your worksheet, you can insert a pivot chart by using these simple steps.
It will insert a new pivot chart in the same worksheet where you have your pivot table. And, it will use pivot table rows as axis and columns as the legend in pivot chart.
And, the another smart and quick way is to use shortcut key.
Just select any of the cells in your pivot table and press F11 to insert a pivot chart.
Managing an Excel Pivot Chart is simple. And, here I have listed some information which will help you manage it smoothly.
When you enter a new pivot chart, you have to select the type of the chart which you want to use.
And, if you want to change the chart type you can use following steps for that.
Most of the time I use column chart, line chart, and area chart as a chart type.
Refreshing a pivot chart is just like refreshing a pivot table.
If your pivot table is refreshing automatically, then your pivot chart will also update along with that. And, If not please use below methods.
Use below VBA code to refresh all kind of pivot tables and pivot chart in you workbook.
Sub auto_open() Dim PC As PivotCache For Each PC In ActiveWorkbook.PivotCaches PC.Refresh Next PC End Sub
Above VBA code will refresh all pivot tables and pivot charts when you open a workbook.
And, if you want to refresh a particular pivot table, you can use following VBA code.
Sub auto_open() ActiveSheet.ChartObjects("Chart 5").Activate ActiveChart.PivotLayout.PivotTable.PivotCache.Refresh End Sub
Just like a pivot table you can filter your pivot chart to check some specific values from it.
One thing is clear that a pivot table and pivot chart are connected with each other.
So, when you filter a pivot table, your chart will automatically filter.
And, when you add any filter in your pivot table it will automatically add into your pivot chart and vice versa.
Please follow these steps to add a filter in your pivot chart.
Important Note: By default, you have filter option at the bottom of your pivot chart to filter axis categories.
In below pivot chart, I have used a running total to show the growth throughout the period.
To enter a running total in a pivot chart is just like entering a running total in a pivot table. But we need to make some simple changes in chart formatting.
Note down following steps for it.
Now, you have this kind of a pivot chart in your worksheet. But the better way is to use a combo chart here instead.
So here is your pivot chart with running total. But here is one thing which we have to do to make it perfect.
Adjust the axis labels.
Rest of the formatting is as per you need.
Like a standard chart, you can move your Excel pivot chart to a chart sheet or any other worksheet.
To move your pivot chart.
You can also move your chart back to the original sheet using same steps.
To Increase, the power of your pivot chart you use can provide these following tips. I have listed some of my favorite tips which I use with Excel pivot chart.
As I have already mentioned, you can use a slicer with your pivot chart.
And, the best part is that you can filter multiple pivot tables and pivot charts with a single slicer.
Follow these steps to add a slicer to a pivot chart.
Using a slicer is always a better option is than a standard filter.
If you want to filter your pivot chart using a date field. You can use timeline instead of a slicer.
Filtering dates with a timeline is super easy.
This is like an advanced filter which you can use to filter dates in term of days, months, quarters and years.
Follow these steps to add a timeline.
You can use time-level option to change the filtering criteria.
Now, let’s say you have dates in your data, and you want to create a pivot chart on month basis.
One simple way is to add a month column in your data and use it in your pivot chart.
But, here is the twist.
You can group dates in your pivot table which will further help you to create an Excel pivot chart on month basis even when you don’t have months in source data.
Here are the steps
You can also use this technique to group dates in quarters or years.
So the bottom line about Excel Pivot Chart is, it’s dynamic, easy to create and easy to manage.
Most of the Excel users are happy by using pivot tables because they are the best way to present data.
But, the thing we have to understand about pivot tables that they are all about analysis of number.
And, in this fast running world, everyone wants to absorb data more quickly, and Excel Pivot Chart is the most useful weapon for this.
What do you think about using an Excel pivot chart?
Do you use it frequently in your work?
Share your experiences with me in the comment box.